Let me introduce you to my absolute FAVORITE tool to protect my time and get more sh*t done!
If ya aint timeblocking, ya aint living. Or something like that
But seriously, time blocking helps with productivity () and has been the best kept secret I've learned in business. Every last Sunday of the month, I make sure to block off major tasks/appointments for the upcoming month in my calendar. And then every Sunday, I go into my calendar and block off the time for those recurring tasks or upcoming things I have going on that need my full attention. Here's why:
Time blocking helps you stay focused on the task at hand and minimizes distractions. You have specific days/times set for specific activities to take place. Anything and everything can wait until any other time. By setting those specific days & times, you're ensuring things on your master to-do list or from your routines get your full attention and you're making progress.
Example: I only allow my...
Routines can be incredibly helpful in boosting productivity both in business and your personal life. Establishing a routine means creating a set of habits that you consistently follow, and this will help you stay focused and motivated throughout the day.
One of my favorite benefits of having a routine is that it eliminates decision fatigue. When you have a set routine, you don't have to waste time and mental energy deciding what to do next. Instead, you can focus on the task at hand and move on to the next item on your list without hesitation. This not only saves time but also massively reduces stress and anxiety.
Another of my favorite benefits of having a routine is that it helps you stay organized. If I’m not organized, I don’t function. So this is the most important reason to create routines for most people. By planning out your day and following a routine, you can make sure that all your tasks are completed on time and that nothing falls through the cracks. This can...
Here's what's holding you back in your business... shit talking gremlins. Otherwise known as limiting beliefs. I just think what I call them makes them feel more like an army of little soldiers that I can fight. And win.
Your mindset is holding you back so... one of the first things that you need to work on in order for you to really break through are your limiting beliefs. Those are the things you might believe about yourself (spoiler alert, they're bullshit). All because these little shit talkers in the back of your brain have been whispering. Mean things. Things meant to cause doubt. Things like who do I think I am? I'm too young or too old to be doing this. I need to wait until the time is right. I need to wait until I'm more experienced. This sounds like a lot of work. Maybe I should wait until my kids are a little bit older. What if nobody listens or cares what I have to say or nobody likes what it is that I'm offering? There are...
If you're the type of person who feels overwhelmed by the amount of things being thrown at you (physical and digital) for you to sift through each day, I think you'll want to know my three super simple ways to manage all the things coming at you! But before I tell you those, it's time to turn on the inbox mentality.
What I mean by inbox mentality is that everything needs a place to come into so that it can be organized. Easy, right? So instead of immediately thinking of your email inbox, I want you to think of an "inbox" for everything. There's a million things that need sorting and every single thing can be sorted into one of the three ways to manage your inbox:
1. Trash it. Damn, it feels so good to throw stuff away and see the empty space it leaves behind. Am I right? If you don't need it now and you don't need it later, throw that sh*t away. The more clutter we see, the more overloaded we feel. So get rid of everything you possibly can to keep...
I hope you've been practicing your organization skills because I've got another skill to share with you I think you're going to LOVE!
If you've been paying attention, we've been talking about using "inboxes" for everything and how you can manage them (check out my blog for more on this ). But my FAVORITE inbox I use is in the form of my master to-do list. This is my safe space for all the thoughts, all the things I know I need to do, all the things I know I want to do, and all the other things that are just taking up space in my mind can go to be sorted. I literally spew all of my thoughts into this ONE PLACE and then I'm able to go back and organize/prioritize them in order to get sh*t done.
How? What do I use? Well I'm a busy mompreneur, so like anyone else I'm constantly on the go but I always(ish) have my phone with me! So I love to the Notion app (my preference, you can use whatever note taking system you use) to just dump all those ideas and things down PLUS...
Tracking numbers = life. The reason why it's so important to be tracking specific metrics is to ensure that everything that you're doing in your daily operations is turning out to get the results that you want (aka profit). And if you are not tracking that data, you're not going to be able to physically see and analyze that information to make better decisions and to see what's working and what’s losing you money.
We track and set up our Monday CRM (customer relation management system) so that we can keep data that's accurate and up to date in real time on what's happening in our agency and making sure we're measuring those. Tracking allows us to make better decisions in our agency, allows me to make them in real time, quickly so that we don't continue this ugly snowball of things that are going wrong I can fix them. In. Real. Time.
Disclaimer: I am not an Monday.com affiliate. I just LOVE what you can do with this CRM and how it works really well for my agency to track,...
How amazing would it be to not feel like you have to micromanage each activity and team member... and be able to go in as this CEO and just spot check that things are being done and they're done the way you want them?! And that those metrics that you're measuring of those activities are going to show an increase in the revenue and the profit of the business?
This is why it's so important to create processes in your business.
We need to capture the workflows of all the things that are done in the operations and all the tasks and jobs that are done within your business on a regular basis in order for you to do that, well... you've got to understand the anatomy of a workflow!
The first thing that you're going to notice is that you're going to have a triggering event. That triggering event is going to look like a customer calling in and needing to place a service request or them needing a quote. And so the triggering event is going to be that inbound call and then you decide who needs...
Content planning for your agency 101:
Follow this ___ part system to help you be more consistent in front of your online audience, really take advantage of free/low cost marketing platforms, and bring revenue in that you can track!
First things first: content isn’t about just throwing stuff on your Instagram that has no purpose. You SHOULD show your face and things you like, but only doing that isn’t going to bring money through the door. Content is what’s going to get all eyes on you, so you have to have a plan. Here’s how you do that.
Come up with pillars you feel you know really well and/or you think your ideal client needs to know. For insurance, you can talk about coverages, different policies, specific products, or even something specific to your community. Then sprinkle in a little bit of LIFE. Let your ideal client see that not only are you an authority figure in your industry, but you’re an actual person with hobbies, feelings, and...
Feel like you have tried it all when it comes to marketing and generating leads for your business?
How do you know what has worked and what hasn't… or are you just bleeding revenue with not enough sales?
Insurance agencies are often competing against the major carriers with much larger budgets in addition to their local competitors.
Does it seem like you and everyone else are doing the same things and it's not going anywhere for you?
Once of the first things you need to calculate and know is what the customer acquisition costs is. What did you pay for the lead and how much did you spend to convert them to a client and how much did you make from them.
What is the customer journey and how do we remove as much friction to doing business with you as possible? But today we are here to talk about getting the traffic, the leads, the people to start in your ecosystem. We want to flood the gates and have control of the levers to turn this on and off as needed.
Then we will look...
Hear me out: bigger is not always better. Don't let your inflated ego drag you into a situation that starts to spiral out of your control. If you want to remain in control of the culture in your company take my advice: hire slow. You don't need to hire more just to look successful. And hiring a big team doesn't guarantee you more money, but it does guarantee you'll be spending more on payroll ;)
So like I said: hire slow. Really hone in on what position you need filled and who you're looking to fill it. Be upfront and clear about your vision and your why; even during interviews. You're looking to find the right person that will fit into the culture of your team. Someone who shares your core values; not just someone to make you money. The biggest mistake I see other business owners make is thinking that just because they see potential in someone they should have them do all the things immediately. Grow them slow. I start all my people on the phones and they must grow and prove to me...
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