• What does success look like for you? 💭⁣⁠ ⁣⁠ ✨ Maybe it’s 6-figures, or a team of 3-5, or $50k launches, or the ability to travel anytime you want.⁣⁠ ⁣⁠ For me, success is in the outcome ➡️ the impact.⁣⁠ ⁣⁠ I think anyone can make 6-figures if they worked hard enough, for long enough. Anyone can hire a team. Anyone can have one or two successful launches 🤷‍♀️⁣⁠ ⁣⁠ But what does 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 success mean? What does it mean when your impact goes beyond just 𝘺𝘰𝘶𝘳 world? 🌎⁣⁠ ⁣⁠ I watch as I serve other multi-passionate entrepreneurs and as my success grows, theirs grows too and extends farther than I could on my own. I’m helping women create their legacy, provide for their families, and make waves in their immediate circles and communities.⁣⁠ ⁣⁠ I’m watching as my impact goes beyond a computer screen, beyond a social media square. And man, does that feel good.⁣⁠ ⁣⁠ This work we’re doing- 𝐢𝐭’𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐛𝐞𝐢𝐧𝐠 𝐚 𝐛𝐨𝐬𝐬, 𝐨𝐫 𝐚 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐂𝐄𝐎, 𝐨𝐫 𝐦𝐚𝐤𝐢𝐧𝐠 𝐥𝐨𝐭𝐬 𝐨𝐟 𝐦𝐨𝐧𝐞𝐲 (which are all really good things 😉).⁣⁠ ⁣⁠ But at its core, it’s about finding your secret sauce, and letting the world relish in it and be impacted by what you have to offer.⁣⁠ ⁣⁠ And when you tap into your genius, that impact spreads far and wide. Leaving those in its wake inspired, energized, and ready to conquer their own dreams.⁣⁠ ⁣⁠ @champagnepapi said it best,⁣⁠ ⁣⁠ “𝐀 𝐛𝐨𝐬𝐬 𝐢𝐬 𝐚 𝐫𝐨𝐥𝐞 𝐈’𝐯𝐞 𝐠𝐫𝐨𝐰𝐧 𝐢𝐧𝐭𝐨…”⁣⁠ ⁣⁠ Purpose comes first, and the successful boss and CEO will follow ⚡️⁣⁠ ⁣⁠ So today- let’s not worry about what a boss 𝘴𝘩𝘰𝘶𝘭𝘥 do. Instead, let’s worry about what your impact 𝘤𝘢𝘯 do. ⁣⁠
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    What does success look like for you? 💭⁣⁠ ⁣⁠ ✨ Maybe it’s 6-figures, or a team of 3-5, or $50k launches, or the ability to travel anytime you want.⁣⁠ ⁣⁠ For me, success is in the outcome ➡️ the impact.⁣⁠ ⁣⁠ I think anyone can make 6-figures if they worked hard enough, for long enough. Anyone can hire a team. Anyone can have one or two successful launches 🤷‍♀️⁣⁠ ⁣⁠ But what does 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 success mean? What does it mean when your impact goes beyond just 𝘺𝘰𝘶𝘳 world? 🌎⁣⁠ ⁣⁠ I watch as I serve other multi-passionate entrepreneurs and as my success grows, theirs grows too and extends farther than I could on my own. I’m helping women create their legacy, provide for their families, and make waves in their immediate circles and communities.⁣⁠ ⁣⁠ I’m watching as my impact goes beyond a computer screen, beyond a social media square. And man, does that feel good.⁣⁠ ⁣⁠ This work we’re doing- 𝐢𝐭’𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐛𝐞𝐢𝐧𝐠 𝐚 𝐛𝐨𝐬𝐬, 𝐨𝐫 𝐚 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐂𝐄𝐎, 𝐨𝐫 𝐦𝐚𝐤𝐢𝐧𝐠 𝐥𝐨𝐭𝐬 𝐨𝐟 𝐦𝐨𝐧𝐞𝐲 (which are all really good things 😉).⁣⁠ ⁣⁠ But at its core, it’s about finding your secret sauce, and letting the world relish in it and be impacted by what you have to offer.⁣⁠ ⁣⁠ And when you tap into your genius, that impact spreads far and wide. Leaving those in its wake inspired, energized, and ready to conquer their own dreams.⁣⁠ ⁣⁠ @champagnepapi said it best,⁣⁠ ⁣⁠ “𝐀 𝐛𝐨𝐬𝐬 𝐢𝐬 𝐚 𝐫𝐨𝐥𝐞 𝐈’𝐯𝐞 𝐠𝐫𝐨𝐰𝐧 𝐢𝐧𝐭𝐨…”⁣⁠ ⁣⁠ Purpose comes first, and the successful boss and CEO will follow ⚡️⁣⁠ ⁣⁠ So today- let’s not worry about what a boss 𝘴𝘩𝘰𝘶𝘭𝘥 do. Instead, let’s worry about what your impact 𝘤𝘢𝘯 do. ⁣⁠
  • OUR MUST-HAVE BIZ SYSTEMS + TOOLS ✨ As a glorified VA turned systems expert, I am ALLLL about sharing the systems that have transformed me and my clients businesses. I don’t believe managing and working in your business should be stressful, especially not when there are millions of platforms out there in 2021 to do the work for you.  CLIENT MANAGEMENT- Dubsado Think of Dubsado as your righthand man or your 3rd arm. From emailing, invoicing, client relationship management, proposals, forms, scheduling, lead captures… you freakin’ name it. The one system that can do it all (and more). My life would be a dumpster fire without this magnificent, automated system. PROJECT MANAGEMENT- ClickUp As a VA, I’ve tried nearly *every* to-do list app out there, and ClickUp takes the cake. Whether you’re looking for a seasoned PM system with full-fledged automation or just a simple task-list, ClickUp is my go-to for managing projects, storing SOPs, and delegating tasks to my team. EMAIL MARKETING- Flodesk There are some big contenders out there for email marketing, but the ease and beauty of Flodesk makes it our favorite system for staying in touch with your ecosystem and building up those lists! VIDEO/SCREENSHARING- Loom I don’t think a day goes by without using Loom. This allows you to record videos and share your screen in one simple platform. AND they have a Google Chrome extension that makes it a one-click process. PLUS, easily embed videos with their links onto your platforms, emails, etc. *** We use Loom to video all of our client messages AND task SOPs for the team. TIME TRACKING- Toggl Time tracking made easy. Toggl is intuitive and allows you to track time per client/project/and with your team. This one also has a handy Chrome Extension. Obsessed with this!! SPELL-CHECKING- Grammarly + capitalizemytitle.com Ya girl loves a good spell check. Install Grammarly to your computer for constant spelling/grammar checks. They even rate your tone of voice!! Also, for blogs and content I always run my titles through captilizemytitle.com. What are your favorite biz tools and systems? 🤩
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    OUR MUST-HAVE BIZ SYSTEMS + TOOLS ✨ As a glorified VA turned systems expert, I am ALLLL about sharing the systems that have transformed me and my clients businesses. I don’t believe managing and working in your business should be stressful, especially not when there are millions of platforms out there in 2021 to do the work for you.  CLIENT MANAGEMENT- Dubsado Think of Dubsado as your righthand man or your 3rd arm. From emailing, invoicing, client relationship management, proposals, forms, scheduling, lead captures… you freakin’ name it. The one system that can do it all (and more). My life would be a dumpster fire without this magnificent, automated system. PROJECT MANAGEMENT- ClickUp As a VA, I’ve tried nearly *every* to-do list app out there, and ClickUp takes the cake. Whether you’re looking for a seasoned PM system with full-fledged automation or just a simple task-list, ClickUp is my go-to for managing projects, storing SOPs, and delegating tasks to my team. EMAIL MARKETING- Flodesk There are some big contenders out there for email marketing, but the ease and beauty of Flodesk makes it our favorite system for staying in touch with your ecosystem and building up those lists! VIDEO/SCREENSHARING- Loom I don’t think a day goes by without using Loom. This allows you to record videos and share your screen in one simple platform. AND they have a Google Chrome extension that makes it a one-click process. PLUS, easily embed videos with their links onto your platforms, emails, etc. *** We use Loom to video all of our client messages AND task SOPs for the team. TIME TRACKING- Toggl Time tracking made easy. Toggl is intuitive and allows you to track time per client/project/and with your team. This one also has a handy Chrome Extension. Obsessed with this!! SPELL-CHECKING- Grammarly + capitalizemytitle.com Ya girl loves a good spell check. Install Grammarly to your computer for constant spelling/grammar checks. They even rate your tone of voice!! Also, for blogs and content I always run my titles through captilizemytitle.com. What are your favorite biz tools and systems? 🤩
  • HOW TO DELIVER A FREEBIE IN @flodesk: BOOKMARK THIS POST 🔖 Freebies and lead magnets are the #1 way to get hot leads directly into your ecosystem. But how do you deliver a freebie with maximum efficiency and start building your email list ASAP? I’m walking you through the lead magnet delivery process using Flodesk- get your lead magnet published in 15 mins or less! 1. CREATE THE SEGMENT: create a segment for the opt-in, title it the name of your freebie/opt-in 2. CREATE AN OPT-IN FORM: this is where they’ll enter their details to opt-in to your list. Full page forms allow you to link directly to the form, while the other options allow for embedding directly to your website. Link the segment you created above. ⚡️OPTION 1- Redirect Form to Freebie Add the freebie link (pdf link, web page, free training, etc.) as the redirect link. This will give your audience IMMEDIATE access to the freebie as soon as they submit the form. ⚡️OPTION 2- Freebie delivery via email If you want to add personalization to your delivery, give more details, introduce yourself, or give further instructions, delivering your freebie via email is the way to go. 1. CREATE AN OPT-IN WORKFLOW: You can use Flodesk’s premade lead magnet flow, or build your own. 2. USE A BUTTON: Edit the email and utilize a button to link the freebie URL or attach a file 3. POST-NURTURE: Take it a step further with a post-nurture sequence by time delaying follow-up emails in the same workflow Bam. Your freebie is LIVE 🤘 Get 50% off your Flodesk subscription with our code CHANELANDLEE 💸
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    HOW TO DELIVER A FREEBIE IN @flodesk: BOOKMARK THIS POST 🔖 Freebies and lead magnets are the #1 way to get hot leads directly into your ecosystem. But how do you deliver a freebie with maximum efficiency and start building your email list ASAP? I’m walking you through the lead magnet delivery process using Flodesk- get your lead magnet published in 15 mins or less! 1. CREATE THE SEGMENT: create a segment for the opt-in, title it the name of your freebie/opt-in 2. CREATE AN OPT-IN FORM: this is where they’ll enter their details to opt-in to your list. Full page forms allow you to link directly to the form, while the other options allow for embedding directly to your website. Link the segment you created above. ⚡️OPTION 1- Redirect Form to Freebie Add the freebie link (pdf link, web page, free training, etc.) as the redirect link. This will give your audience IMMEDIATE access to the freebie as soon as they submit the form. ⚡️OPTION 2- Freebie delivery via email If you want to add personalization to your delivery, give more details, introduce yourself, or give further instructions, delivering your freebie via email is the way to go. 1. CREATE AN OPT-IN WORKFLOW: You can use Flodesk’s premade lead magnet flow, or build your own. 2. USE A BUTTON: Edit the email and utilize a button to link the freebie URL or attach a file 3. POST-NURTURE: Take it a step further with a post-nurture sequence by time delaying follow-up emails in the same workflow Bam. Your freebie is LIVE 🤘 Get 50% off your Flodesk subscription with our code CHANELANDLEE 💸
  • HOW TO SET BOUNDARIES IN BUSINESS: I remember being in grind mode last year. I watched myself give up every ounce of “freedom” in my business so I could grow. Don’t get me wrong- the clients I took on and the business I created were stellar. But at only 8 months postpartum, I felt the weight of my business… and it was heavy.  I was working nights, and weekends, squeezing in emails at dinner with my family, “no days off,” just pure hustle. And although that season of hustle was imperative for my business, I realized it wasn’t sustainable. Not just for the purpose of scaling, but for my own sanity.  I realized loving your business and being successful in it doesn’t mean you have to give it your 110% attention… nor does it deserve that. Here are a few of those boundaries I discovered: ✨SAYING NO TO OPPORTUNITIES: Not every opportunity is right for you, and sure as hell not every client is right for you. Learning when to say no when it’s not a good fit, or not in your zone of genius, or simply when you're at your bandwidth. ✨SET OFFICE HOURS: This one is tough, especially for those of you with kids or who are managing multiple jobs. But setting my “office” hours really limits the accessibility my clients have to me and they respect my time now more than ever. ✨SET DAYS OFF: Maybe you’re not a Monday-Friday kind of entrepreneur, and that’s OK. But setting 1-2 days off for rest, or family, or self-care are IMPERATIVE. You probably started this business for freedom and working hard 7 days a week doesn’t leave much room to replenish the tank. ✨PURPOSEFUL SEASONS OF SLOWNESS: For me, this is a work in progress, but I’m learning how to manage my schedule and give myself “lighter” workloads after busier weeks/seasons. It might be a week of no calls, a biz work week, or a vacation. Whatever it is, be intentional with how you’re scheduling your workload in those busier seasons. ✨PRACTICING SELF-CARE: Whether your self-care looks like 3 days at the gym every week, a monthly massage, or a day of Netflix and chillin’, SCHEDULE that time and make it a non-negotiable. Your CEO energy can’t sustain without breaks and without time to yourself.  💛💛💛
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    HOW TO SET BOUNDARIES IN BUSINESS: I remember being in grind mode last year. I watched myself give up every ounce of “freedom” in my business so I could grow. Don’t get me wrong- the clients I took on and the business I created were stellar. But at only 8 months postpartum, I felt the weight of my business… and it was heavy.  I was working nights, and weekends, squeezing in emails at dinner with my family, “no days off,” just pure hustle. And although that season of hustle was imperative for my business, I realized it wasn’t sustainable. Not just for the purpose of scaling, but for my own sanity.  I realized loving your business and being successful in it doesn’t mean you have to give it your 110% attention… nor does it deserve that. Here are a few of those boundaries I discovered: ✨SAYING NO TO OPPORTUNITIES: Not every opportunity is right for you, and sure as hell not every client is right for you. Learning when to say no when it’s not a good fit, or not in your zone of genius, or simply when you're at your bandwidth. ✨SET OFFICE HOURS: This one is tough, especially for those of you with kids or who are managing multiple jobs. But setting my “office” hours really limits the accessibility my clients have to me and they respect my time now more than ever. ✨SET DAYS OFF: Maybe you’re not a Monday-Friday kind of entrepreneur, and that’s OK. But setting 1-2 days off for rest, or family, or self-care are IMPERATIVE. You probably started this business for freedom and working hard 7 days a week doesn’t leave much room to replenish the tank. ✨PURPOSEFUL SEASONS OF SLOWNESS: For me, this is a work in progress, but I’m learning how to manage my schedule and give myself “lighter” workloads after busier weeks/seasons. It might be a week of no calls, a biz work week, or a vacation. Whatever it is, be intentional with how you’re scheduling your workload in those busier seasons. ✨PRACTICING SELF-CARE: Whether your self-care looks like 3 days at the gym every week, a monthly massage, or a day of Netflix and chillin’, SCHEDULE that time and make it a non-negotiable. Your CEO energy can’t sustain without breaks and without time to yourself.  💛💛💛
  • You know you needed a system yesterday, but on top of everything else on your plate choosing the right platform for you can feel overwhelming. Every entrepreneur has different needs, different experiences, and a different process for how they want things done. So how do you know which system is right for YOUR biz? Let’s break down two of the most common CRM platforms currently in the online space 👇👇 @mydubsado and @honeybook are both client management platforms that allow you to systemize your backend processes and simplify the client experience steps along the way. From interactive signing & booking proposals to workflow automations, comparing the two platforms boast A LOT in common. Hence, the confusion on which platform is perfect for your business 😫 Here’s what they can BOTH do: ✅ Email capabilities & pre-loaded templates ✅ Online contracts, proposals, and e-signing ✅ Payment processing ✅ Gratuity acceptance (YES!!!) ✅ Project pipeline + calendar ✅ Third-party integrations (Quickbooks, Zapier, etc) ✅ Custom URLS Now for the pros & cons... DUBSADO⬇️ ✅ Built-in appointment schedulers ✅ Advanced Branding ✅ Custom Smart Fields ✅ Multiple Brands ✅ Built in time-tracking ✅ $35/month, $350/annual ✅ Unlimited trial for first 3 clients ❌ More complicated setup HONEYBOOK⬇️ ✅ Simple Workflows ✅ Easy, DIY Setup ✅ Built for events in mind (event tracker) ✅ 14-Day free trial ✅ $39/month, $390/annual ❌ Lack of customization ❌ Limited automations/workflow triggers ❌ Higher processing fees TL;DR BOTH platforms are a solution to streamlined invoicing and client management, but Dubsado dominates in the area of maximizing automation, saving time, customizing the client experience, and providing room to SCALE 🙌 ➡️ If you’re looking for a platform you can DIY quickly and need minimal customizations, Honeybook is for you. ➡️ If you’re looking for a robust system that can scale with you and provide unlimited automations to happen BTS while you’re investing time back in your business, Dubsado is for you. Got questions? Let’s chat. Shoot me a DM, and I can help make the decision process easier for you! 💌
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    You know you needed a system yesterday, but on top of everything else on your plate choosing the right platform for you can feel overwhelming. Every entrepreneur has different needs, different experiences, and a different process for how they want things done. So how do you know which system is right for YOUR biz? Let’s break down two of the most common CRM platforms currently in the online space 👇👇 @mydubsado and @honeybook are both client management platforms that allow you to systemize your backend processes and simplify the client experience steps along the way. From interactive signing & booking proposals to workflow automations, comparing the two platforms boast A LOT in common. Hence, the confusion on which platform is perfect for your business 😫 Here’s what they can BOTH do: ✅ Email capabilities & pre-loaded templates ✅ Online contracts, proposals, and e-signing ✅ Payment processing ✅ Gratuity acceptance (YES!!!) ✅ Project pipeline + calendar ✅ Third-party integrations (Quickbooks, Zapier, etc) ✅ Custom URLS Now for the pros & cons... DUBSADO⬇️ ✅ Built-in appointment schedulers ✅ Advanced Branding ✅ Custom Smart Fields ✅ Multiple Brands ✅ Built in time-tracking ✅ $35/month, $350/annual ✅ Unlimited trial for first 3 clients ❌ More complicated setup HONEYBOOK⬇️ ✅ Simple Workflows ✅ Easy, DIY Setup ✅ Built for events in mind (event tracker) ✅ 14-Day free trial ✅ $39/month, $390/annual ❌ Lack of customization ❌ Limited automations/workflow triggers ❌ Higher processing fees TL;DR BOTH platforms are a solution to streamlined invoicing and client management, but Dubsado dominates in the area of maximizing automation, saving time, customizing the client experience, and providing room to SCALE 🙌 ➡️ If you’re looking for a platform you can DIY quickly and need minimal customizations, Honeybook is for you. ➡️ If you’re looking for a robust system that can scale with you and provide unlimited automations to happen BTS while you’re investing time back in your business, Dubsado is for you. Got questions? Let’s chat. Shoot me a DM, and I can help make the decision process easier for you! 💌
  • 🚨HOT PROPOSAL TIP🚨 I’m keeping this post quick & dirty because we ain’t go no time to waste on a Friday 😜 Here’s the tea: your proposals need to target your clients pain points, present your offer with clarity, and include a level of personalization for each client. With a 90% booking rate at C&L, we pride ourselves on the high-converting proposal framework we’ve created 🙌 Our secret sauce? THE VIDEO MESSAGE 👇👇👇👇👇👇👇👇 Add a personalized video message to the top of your proposals outlining 1. A friendly intro 2. Your client’s pain points and how your offer will solve it 3. The next steps in the booking process (i.e. how do they use the proposal and what’s next?) My favorite platform for hosting & embedding these quick video messages is on Loom.com (P.S. It’s FREE)! Pro-tips: 1. Always, always address the client by their name 2. Record your video right after your consult when their information is the freshest on your mind 3. Recall something personal or funny you discussed to show you listened More of a visual learner? We’ve got a FREE VIDEO LESSON in the Dubsado Playbook covering this topic + the tutorial on how to embed these Loom videos directly into your Dubsado proposals. It’s a quick 9 min. video, and it’s free.99 Access the free lesson with the link in our bio on the TDP sales page 🎉
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    🚨HOT PROPOSAL TIP🚨 I’m keeping this post quick & dirty because we ain’t go no time to waste on a Friday 😜 Here’s the tea: your proposals need to target your clients pain points, present your offer with clarity, and include a level of personalization for each client. With a 90% booking rate at C&L, we pride ourselves on the high-converting proposal framework we’ve created 🙌 Our secret sauce? THE VIDEO MESSAGE 👇👇👇👇👇👇👇👇 Add a personalized video message to the top of your proposals outlining 1. A friendly intro 2. Your client’s pain points and how your offer will solve it 3. The next steps in the booking process (i.e. how do they use the proposal and what’s next?) My favorite platform for hosting & embedding these quick video messages is on Loom.com (P.S. It’s FREE)! Pro-tips: 1. Always, always address the client by their name 2. Record your video right after your consult when their information is the freshest on your mind 3. Recall something personal or funny you discussed to show you listened More of a visual learner? We’ve got a FREE VIDEO LESSON in the Dubsado Playbook covering this topic + the tutorial on how to embed these Loom videos directly into your Dubsado proposals. It’s a quick 9 min. video, and it’s free.99 Access the free lesson with the link in our bio on the TDP sales page 🎉