Keep What You Earn Shannon Weinstein

Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customization, and share actionable insights on communicating effectively with clients. Plus, we'll touch on some handy tools and resources that can kickstart your process optimization journey. Whether you're just getting started or looking to refine your existing systems, this episode is packed with practical tips to help you streamline your operations and enhance client satisfaction. Tune in, take notes, and get ready to transform your business processes!
 
Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.
 
KWYE Listeners - here are two free tools to use:
Project Manager Tool Selector Tool: https://bit.ly/wmspicker 
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX 

LinkedIn: https://www.linkedin.com/in/alaneboyd/
Website: https://www.youtube.com/@WorkdayNinja
 
What you'll hear in this episode:
04:14 Summarize the text using 7 words: Document actions to streamline tasks and share.
09:01 Team creates solutions by understanding client needs.
11:02 Efficient handling of tax-related inquiries through training.
16:39 Hiring based on fit, not just process.
18:02 Implementing client communication escalation process for non-responsiveness.
20:58 Process should adapt to recipient preferences and needs.
26:28 Avoid cost leakage with all-in-one solution.
 
If you like this episode, check out:
My Biggest Takeaway from "10x is Easier Than 2x"
The Little Things That Unlocked Growth in My Business and Life
Creating an Outstanding Customer Service Experience
 
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They discuss the vital first steps in documenting processes, overcoming hero syndrome, and using technology like AI and project management systems to build a more efficient, sellable, and enjoyable business. If you've ever felt overwhelmed by the idea of process documentation or questioned the value it could bring, this episode is a must-listen. 
 
Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.
 
KWYE Listeners - here are two free tools to use:
Project Manager Tool Selector Tool: https://bit.ly/wmspicker 
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX 

LinkedIn: https://www.linkedin.com/in/alaneboyd/
Website: https://www.youtube.com/@WorkdayNinja
 
What you'll hear in this episode:
04:57 Documenting processes helps visualize and streamline operations.
08:52 Prepare business like selling a house.
11:49 Guidance, empowerment, and ownership improved team processes.
16:18 Key to company success: project management system.
18:15 Use a knowledge base to save time.
20:11 Long-term involvement may indicate over-attachment.
23:18 Initial resistance to change ultimately led to success.
 
If you like this episode, check out:
My Biggest Takeaway from "10x is Easier Than 2x"
The Little Things That Unlocked Growth in My Business and Life
Creating an Outstanding Customer Service Experience
 
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, we're diving into the ever-popular topic of scaling. But here's the twist—I'll be discussing why you shouldn't try to scale everything in your business. From understanding the difference between scaling and operational efficiency to knowing when to focus on building genuine relationships over automation, this episode is packed with practical advice that will challenge your perspective on growth. So, get ready to reevaluate your strategies and embrace the power of unscalable moments in driving magical growth for your business.
 
What you'll hear in this episode:
03:41 Building relationships through personal, unscalable actions is key.
08:28 Choose quality over quantity in reaching clients.
10:34 Simplify to focus on personalized, unscalable interactions.
 
If you like this episode, check out:
How Do You Build a Business with an Exit Strategy in Mind?
Not Having This Can Ruin the Sale of Your Business
Breaking Down CFO On Demand
 
Want to learn more so you can earn more?
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhelm, and the fear of making others feel bad. I'll share personal anecdotes and strategies that have helped me—and can help you—keep these voices at bay, enabling you to focus on what's truly important for your success. Whether you're just starting out or looking to refine your approach, this episode is packed with actionable insights to help you stay on course and thrive.
 
What you'll hear in this episode:
05:26 Busy job felt like an addictive chase.
08:32 Slow down, focus, and find balance.
11:03 Prioritize your well-being over others' feelings.
14:23 Setting clear boundaries is important in relationships.
18:49 Prioritize relationships and opportunities in life.
 
If you like this episode, check out:
My 3 Most Expensive Mistakes
How Can You Shake Off Business Boredom and Thrive?
Never Let Your Scarcity Show
 
Want to learn more so you can earn more?
Get Jasmine Jonte's FREE guide here: https://www.cre8tion.co/shannon
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digital products, understanding the intricacies of sales tax becomes crucial. From the outdated NAICS codes to the pivotal Wayfair decision, we'll delve into how different states treat digital products for tax purposes and what you need to know to stay compliant. Whether you're new to selling online or looking to refine your tax strategy, this episode is packed with essential information and practical tips. So, let's dive in and make sure you're informed and prepared when it comes to managing sales tax for your digital offerings.
 
What you'll hear in this episode:
05:09 Different tax rules for physical versus digital products.
07:00 Consider sales tax implications for digital sales.
11:39 Selling digital products across state lines: tax considerations.
 
If you like this episode, check out:
Why Should You Separate Your Business Money from Personal Finances?
What a Balance Sheet Actually Tells You
What to Track in Your Books
 
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In this episode, Nikki shares her expertise on how to effectively use price anchoring and top-down selling to make your offers irresistible to clients. From creating curiosity to transitioning existing clients into higher-tier services, Nikki offers actionable strategies and real-world examples to help you master the upsell. Whether you're struggling to convey your value or looking for ways to increase your lifetime customer value, this episode is packed with practical advice to ensure your business thrives. 
 
CEO of Sales Maven, Nikki Rausch has the unique ability to transform the misunderstood
process of “selling”.
 
With 25+ years of selling experience, entrepreneurs and small business owners now hire Nikki
to show them how to sell successfully and authentically. Nikki has written 3 books, all available on Amazon. And she has a podcast called Sales Maven, which you can find on your favorite podcast platform.
 
Facebook - https://www.facebook.com/yoursalesmaven/ 
Instagram - https://www.instagram.com/your_sales_maven/ 
Linkedin - https://www.linkedin.com/in/nicolerausch
Free E-book - https://yoursalesmaven.com/keep 
 
What you'll hear in this episode:
04:01 Selling approach: start low or go high.
07:47 Buyers often choose the first convenient option.
10:12 Increase client lifetime value by creating curiosity.
14:45 Strategically revealing value to attract clients effectively.
18:52 Bundle of resources to start and clean up.
 
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Blue Oceans are All Around Us
 
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
 
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.