Finance Client Acquisition - Simple Sales Systems for WOC Money Experts Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

In this episode, I am joined by Airtable expert Ashley Pendergraft of Systems Over Stress.

With Systems Over Stress, Ashley specializes in setting up group programs, masterminds, and memberships in Airtable.

Ashley shares how she got started with systems and what led her to use Airtable over other free and popular options.

In this episode:
The reasons systems and automations are not optional for Ashley Why Airtable is Ashley’s preferred platform and she considers it a team memberHow to decide which software is the best for your systems
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Ashley
Website: systemsoverstress.co
YouTube: Systems Over Stress

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show

I am sharing an episode of the Keep What You Earn podcast where I was featured as a guest.

Host Shannon Weinstein is a CPA who is on a mission to simplify money and empower others through knowledge.

In our conversation, we unlock the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth.

In this episode:
Insights into how overcoming the fear of selling and choosing mentorship are key to professional development and successHow knowing your ideal client and choosing the right social media platform can make all the differencePractical strategies and mindset shifts you can make to elevate your entrepreneurial venture
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Shannon
Instagram: @shannonkweinstein
Podcast: www.keepwhatyouearn.com

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show

In this episode, I am joined by Miranda Basden, tax expert and six-figure tax strategist for small businesses.

Miranda started her business by offering basic bookkeeping and accounting services. She has transitioned to walking beside her clients to help them plan for the future and be more profitable.

Miranda says she has fallen in love with the journey that her business is taking and explains why that has helped her find success.

In this episode:
What got Miranda excited about her business again and allowed her to transition the services she offeredThe value of documenting your journey and celebrating along the wayAdvice for others about dealing with imposter syndrome
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Miranda
Instagram: @miranda.basden
Website: www.basdenaccounting.com

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show

I introduce the concept of a sales menu so you can prioritize what to do in your business.

I walk you through how to set up your own sales menu so you can quickly and easily take the action you need to make sales today.

In this episode:
Ways to set up your sales menuItems you need to have on your sales menuHow a sales menu helps you avoid getting bogged down with repetitive tasks
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show

In this episode, I am joined by Dr. Brittne Halford, an Internal Medicine Physician and Wealth Coach.

Brittne talks about how she increased her financial literacy and developed her signature group program so she can help other women optimize the use of money to create a life that brings them joy.

In this episode:
Why women often commit their lives to service and have a mindset of sacrificeHow she sold her group program before she built itWhy time is the most valuable thing you have and how to make the most of it
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Brittne
Instagram: @brittnehalford
Website: morejoymorewealth.com

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show

I share how I made $17,000 in just 6 weeks after my first investment in my business.

I walk you through the Proactive Pursuit Method that made it easy for me to sell and make my investment back quickly.

In this episode:
The steps to follow in the Proactive Pursuit MethodHow to avoid common business problemsWhy simplifying your business pays off
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall

-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems

-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance

-Do you want sales strategies sent straight to your inbox? Sign up HERE.

Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show