Creating Confidence with Heather Monahan - Katelyn Hamilton is the Online Business Manager Setting YOU Up For Success Episode 68

Episode Date: August 18, 2020

How many hours a month are you using up on administrative tasks? How often are you getting lost in the details and losing sight of your original purpose? Katelyn Hamilton is here to change all of that. She is the one who knows how to organize, prioritize, and strategize your business so you can get back to the important things. Take the minutiae off your plate and be in your energy.  About The Guest: Katelyn Hamilton hails from a robust background in corporate marketing, traditional PR, social media, digital account management, and advertising. She’s had the honor of serving clients in a span of industries including entrepreneurs to financial to fire and life safety to restaurants and hospitality and more. Now she has taken that vetted marketing background and become an Online Business Manager, dedicated to empowering businesses to reach their fullest potential. A type-A, bonus mom, fitness junkie, foodie, obsessive dog momma, Georgia football fanatic, wine-o, personal development believer, world traveler, and wife, who is either playing sports, trying out the newest restaurant in town, cheering on her DAWGS or scheduling her next outdoor adventure in her spare time. She lives in Nashville, Tennessee and she’s your next OBM and Get Your SH!T Together Strategist.  Finding Katelyn Hamilton: Visit her website: https://www.katelynehamilton.com/  Instagram: @katelynehamilton Try out her Automate Everything Course with 50% off with offer code: Confidence To inquire about my coaching program opportunity visit https://mentorship.heathermonahan.com/  Review this podcast on Apple Podcast using this LINK and when you DM me the screen shot, I buy you my $299 video course as a thank you!  My book Confidence Creator is available now! get it right HERE If you are looking for more tips you can download my free E-book at my website and thank you! https://heathermonahan.com  *If you'd like to ask a question and be featured during the wrap up segment of Creating Confidence, contact Heather Monahan directly through her website and don’t forget to subscribe to the mailing list so you don’t skip a beat to all things Confidence Creating!   See acast.com/privacy for privacy and opt-out information. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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visit globalxetfs.com. on this journey with me. Each week when you join me, we are going to chase down our goals, overcome adversity and set you up for better tomorrow. After you're here, I'm ready for my close to high and welcome back. I'm so glad that you're back with me today. Thank you so much for joining me. So when you hear this, it's gonna be a few days after, but I'm recording this the night before my 46th birthday.

And I always love to reflect on, and I've been doing this for so long. I did this the whole time I was in corporate America, which was super boring because I wasn't growing very much for at least a decade. I was essentially doing the same things over and over again and not taking chances, not, you know, moving into fear, not growing. So my life is very different now as you know. So anyhow, I, oh gosh, today has been a crazy day to start it off. It's just,

the hits just keep on coming. I swear during this pandemic, people are just so angry and on edge. And the haters are coming left and right. It seems I just see trolls everywhere in social media. It's just this negative rush that, I don't know if you're running into that too, but I definitely am. Not from everyone think goodness, but the more you put yourself out there,

the more you open yourself up to people attacking you and feeling that it's their right to attack you, which is so weird because they're hiding. It's not like they're standing in front of you. Not that anyone can stand in front of anyone anymore in this pandemic, but that's a whole nother story. So oddly enough,

I received a phone call today from my ex-husband's wife yelling at me because she had heard I had shared on social media that my son's dog had died, which was a really, it was the worst day of my son's life, my son's 13 years old, and watching that experience and being there with him and going through that was something so hard, it impacted him so much. I mean, he still has anxiety now and definitely is not back to himself entirely, but he's doing so much better now. And thank you for all the well wishes for everybody who reached out to support him and support me during that time. But it was important to me, number one, I learned so much through that experience.

It was so scary on the front end of it going through it and then learning what was working to help him and what wasn't working. And, you know, I feel like it's my job when I go through something new, when I go through a new experience, when I go through something scary to share it with you, that's, you know, what my brand is all about. That's what I built and that's that level of transparency is important. Those are the things that I get feedback from you guys on that you want to hear more of.

So, listen, is it comfortable all the time to talk about hard things? No! Of course, it's not. If it was, everybody would do it, right? It's hard to talk about hard things. But those are the things that I wish I had access to and I was younger. I wish somebody was telling me about these things before I'm experiencing them so I'm prepared, but they weren't, right?

And that's the whole reason why I launched my personal brand four years ago and then ended up getting fired and have been stepping into all of these really uncomfortable situations. And is it always perfect? Nope, it's not. And does it make everybody happy? Clearly, we're clear on that today? No, it doesn't. You know, one thing that I was reminded of today that I want to share with you that I think

is an important takeaway is that when you're screaming and swearing and yelling at someone, you're giving all of your power to them. I learned this lesson a while ago in corporate America, and I really have never forgotten it. The day that I got fired and that woman flipped out when I didn't sign the release, she gave me all her power. And please remember the next time you feel yourself angry and hot under the collar and wanting to attack someone, if you're doing that, you are giving them all of your power.

And who wants to do that? I took the high road today when she attacked me. I thought to myself, clearly you are feeling guilty. Clearly you are feeling upset. And clearly, I can tell why you're acting the way that you are. You're angry because, you know, for whatever reasons that are about yourself, however, for whatever reason she wasn't able to manage herself and she lashed out. Of course I had thoughts while on the phone of lashing right back out and calling her

out for that and telling her what I thought the driving force was, but I didn't do that because I remembered what I've learned, which is always staying control of your emotions, never give someone else your power. So I had some nasty things that came to mind that I was considering saying, but I would like to let you know, I'm very proud. I did not say any of them. And instead I listened, and then ultimately after a while, it gets to the point, when someone's attacking you and yelling and swearing, that's inappropriate. There's no place for that in this world with adults. I don't, you know, maybe for a child

and you don't know any better, but for adults to behave that way doesn't make any sense. There's no rational thinking behind that and what's the goal of the conversation, right? I'm just supposed to sit there and let someone scream at me. No, that's not going to happen. And one of the things I learned from working with a bully, from working with a woman who really grounded herself and bullying others, is that you have to stand up strong back. You don't go whimpering away because people will treat

you the way that you allow them to treat you. So in a very calm and serious fashion, I said, there is no point to this conversation. There is no end goal, obviously. You're calling to yell at me and swear at me, which is inappropriate and not effective. You're not asking for some resolution. There's no end goal. So this conversation's over. There's no point. I'm not sure why you even phoned me. There's nothing else to say. And so it's important to stand up for yourself

and not be a punching bag for people because they're angry or hurt or whatever they're going through. And listen, everybody's going through so much. I get it. I'm going through a lot. There's no part of this pandemic that is a cakewalk for me. And I really want you to know that it's hard. However, I won't be bullied by anybody.

I will stand up to bullies. And when the haters come, I'm standing strong. So remember, don't give your power to anybody else. Keep your cool. Take the high road. Be classy and stay strong anytime you find yourself and an encounter. Similar to that, which hopefully you won't.

Gosh, I hope you won't. So sitting here tonight and thinking about my birthday tomorrow, one of the things that I like to do is I like to reflect on the last year. So the year of 45, for me, which is my last day being 45, wow, so much happened, right? It's unbelievable. Went July 1st before I turned 45,

a month before I turned 45. I broke things off with my fiance, which was a huge deal, because we'd been together for almost eight years. And I decided to stand up for myself because he had asked me to marry him, but never would pull the trigger, never would, you know, make me the priority, never would move forward with things. And I got sick of hearing. Yeah, yeah, yeah, yeah, it's going to happen,

or it's going to happen, but the action not being there, and it would just kept hitting me over the head that people can love you so much. People can give you the right words, but if the actions are not there to back it up, you've got to pull the rip cord. And it's super hard to do it, right? Because you're like, I've been in this situation for so long. But I pulled the rip cord July 1st of last year, and that was a really hard time. So looking back on where I was in August, turning 45 versus turning 46, I've learned so much, I'm not going to be a person who is not going to be a person who is not going to be a person who is not going to be

a person who is not going to be a person who is not going to be a person who is not going to be a person who is not going to be a person who is not going to be a person who is not going to be a person who is not going to be a person who is not going to be

a person who is not going to be a person who is not going to be It's hard. I think goodness I have my son, otherwise, I can't even imagine for the people that don't have kids in our single exceptionally isolating. So through all of that, I'm very proud of the things I've accomplished. I'm proud of my strength. I'm proud of stepping out into fear because that's really what it's all about, right? And I'm proud of this show because a year ago, this show was only two months old, right? And I completed a full year and now, and evolving and growing the show,

and I believe the show is getting better. If you believe that too, please leave me a rating and review, I would so appreciate it, and share it with your friends. But I really believe the show is evolving and getting better, and that's the feedback I'm hearing, and I'm really proud of that because a year ago, it was brand new, and I had no idea what I was doing. Just like anything, when you're new

you're a rookie and you have to figure it out. I'm really proud of that for my 45th year. I'm proud of during my 45th year, I gave my first ever TEDx talk, which was so freaking scary. I cannot tell you. I know I always say step into fear. Fear is a green light that means go, but that was a, whoo, I was a hard one. And I'm super proud of the end result and that my TEDx talk got promoted to TED and translated to five languages. I'm so proud of all of that. So that's really been amazing. What else happened? Oh, I signed with Harper Collins leadership to publish my second book, which is coming out next year, Leap Frogging Villains.

I'm so proud of that. That was a really long process. That whole process, finding my agent, tackling her, not letting her escape, and then getting the book proposal done for her, and then going out during pandemic, and pitching the book proposal to all of the various publishing houses and then settling on Harper Collins leadership, which I'm super proud of.

That was almost a year in the making. Mind you, when I wrote and self-published my first book, it was under six months from 8 a.m. You know, it moved so much faster. So that's been a challenging process, one that I'm super, super proud of. But the funny thing is I look back over those 14 years at my last company in corporate America. And I look at those years, there was never a window of time

where I was accomplishing massive things like I am new. New things stepping into fear, growing, learning. It wasn't like that. It was sort of the same groundhog day over and over again. Run the company, make the rich people richer, make the founder richer, show up and drive revenue, get your head beat in when things aren't going well, get blamed for how things are going

when you're not given resources and you're frustrated and you're going crazy trying to find ways to drive revenue to make rich people richer. So it's so interesting because I knew that I was just somewhat stagnant at that time, you know, for that decade and that I wasn't reflecting and having moments like this where I'm saying, oh my gosh, this was amazing, but I accomplished in my 45th year. But I didn't do anything about it. I was frozen by fear and fear of the unknown.

That's the big thing I look at when I look back over those years, you know, back in corporate America was I was frozen. I wasn't happy. I knew I wasn't growing. I knew there was more for me out there, but I was so freaking scared to go after it. And I don't want that for you.

The key is always going to be as hard as it is to say stepping into fear will always be the answer. And some days it's a little bit easier than others, but I got to tell you there's really no day that it's, you know, a lap. At least not for me yet. There are people out there, I guess, like GaryVee that, you know, do it on the regular and they've been doing it their whole life, so their condition to it. I hope at some point I'll become conditioned to it too. But until then, I will continue to step into fear relentlessly, reluctantly, but pushing myself forward because I want to continue to have really big growth years and experiences

like I had during my 45th. So cheers to 46 because I'm telling you you this is going to be a huge year. My new book is going to be coming out. My executive coaching business is taking off. My mentoring program has been solidified and is doing so fantastic. The testimonials and impact I'm having on people's lives. Let me feel so good every day about the job that I do and bringing good to the world. And for that, I'm so, so proud. I do and bringing good to the world.

And for that, I'm so, so proud. And I'm so proud of the show. I'm so proud and grateful for you showing up every day. So that's the birth they give to me is showing up and supporting my show, supporting me, encouraging me. It means the world to me. I can't even put it into words. I used to have to work at night some of the weekends doing charity work when I was

in corporate America because I never felt like I was living a purpose driven life. And every day now, I get the most amazing messages from people on how I'm impacting them and helping them. And it's not charity work. It's my company. It's my business. And I'm not making the rich people richer. I'm investing and delivering for myself.

And that's a pretty cool experience. So hang tight. We will be right back, and I hope you are going to love my next guest because she's dropping a lot of tactical knowledge that I definitely wasn't needed. Full tight. The different guests each week. Go to the other side of the church.

All of the three. Hi, and welcome back. I am so excited to share something interesting that happened. I get a lot of people submitting to come on the show and I typically don't take most of the pitches that I get. However, I got this really interesting pitch. And number one, the way it was pitched was very smart because, well, you'll see, I'm gonna read it to you

in a second so you'll understand why it's smart. But so I like the approach and I just tend to value when I see people doing things well. So that caught my attention. And then in complete transparency, there is one thing in life that I'm so freaking weak at. And it is organization. It is my arch nemesis always has been. And in corporate America, I had assistance that would support me and everything. And it was, you know, it wasn't a blind spot, it was handled.

However, when I left corporate America, it's become a real headache for me. So this, I, every one of my episodes I do for you, but I swear today I'm doing this for me, but I hope you still get value out of it. Okay, so here's the email. On average, business owners who don't have support spend about two hours a day doing the administration

and support work on their own. This adds up to be close to 10 hours of lost time per week. And science says another 40% of productivity is lost when we multitask. So 10 hours of lost time a week turns into 16. My name is Caitlin Hamilton and I'm an online business manager, PSI, I'd never heard of this.

Also known as the Get Your SHIT together strategist, I help entrepreneurs organize, strategize and prioritize their businesses to go from overwhelmed to out in front. So I'm so excited, Caitlin, that you could be here with me today. Thank you so much for having me. So tell me, how did you, I mean, how did you end up where you are today? Give us a little insight into your background. Yeah, so I like many others started out in corporate America.

I was chasing sort of that big role of working for a big PR firm actually. I went to college. I majored in advertising, so I actually didn't get in for PR to the journalism school. So made lemons out of lemonade. I actually did a ton of internships in PR because I knew that that's what I wanted to do.

And nobody was going to tell me otherwise. So I ended up scoring an internship right out of college, a paid internship in Italy and I went to school at the University of Georgia and then I ended up moving to Nashville, which is where I'm located now, because I took a full-time job in PR and marketing. And so working in PR really, the goal for me was just to climb that corporate ladder to get from one position to the next to grow, advancing my career. And I did that. I worked at my first job for about three years. I transitioned into working really as a publicist for celebrity chefs and entrepreneurs. And then I transitioned to an agency working more on the account management side of things for an agency. And that is where I saw, you know,

this was going to be like the takeoff of my career, so to speak. And I left my job, I love my clients, but what I didn't love was sort of the corporate politics that came into that. And I'm like, over high-cheever, go getter, you know, again, because nobody, you know, it's one to tell me that I can't do something, I won't go out and prove you wrong. But what I found was I had a boss that was holding me back, keeping me small. And when I was trying to just advance and grow and prove myself, you know, I'm a person, you'll learn through the organization,

I have love to do lists and check things off right and you move from one area to the next. I felt like I was doing that, it was accomplishing, I was going over the top, like I was kicking butt and it wasn't being recognized. So I actually went above her to my boss's boss, and we had said a meeting to chat. And that's where the corporate politics comes into play.

I was like, oh, and I used the word let go, you know, and air quotes, because we all know that I was really fired for trying to essentially go above and beyond. And I took my severance check, and I was like, it was just, it just totally took me by surprise. I was not expecting that. And I had about six months before I took another job to kind of sit

in that, like, where do I go? What do I want? And so I looked back at what I valued and what I valued at that job, what I loved. And it was the freedom and flexibility that I had, the ownership that I had. Because like I said, I was excelling and taking ownership and doing all those things. And I wasn't micromanaged by any means. So it led me to realize, like, I'm actually really

freaking good at what I do. I had completely reorganized a multimillion dollar project portfolio and created so many efficiencies for that, for the stakeholders of the large corporate client. And I just continue to blow my mind as to why I wasn't being praised for that and set up for that. So during those six months, I will tell you entrepreneurship was not something that I originally thought about going into. I was held back by those common beliefs

that society tells you, my parents were telling me, you know, you have to get a job and, you know, you work 50 years and you retire whenever it is and you climb that ladder and you pay your dues. And so the thought of starting my own business really wasn't on the forefront of my mind. But when you have six months off, you kind of start to dabble and explore and, you know, I wasn't one to just sit back and be like, okay, I'm going to take my employment. I went and found work. So to me, that's the way the power of networking and relationships comes into play. I've always thought that that was such a priority. So I reached back out to my

old contacts from previous jobs, high school, college, etc. And I started gaining freelance work in marketing PR. And as I was doing that, I ended up getting a job offer. And I took it because I was like, oh, it's safe. It's a paycheck, right? Like it's a consistent paycheck. So my plan was to work that job for a year or two, save up enough money, get enough clients, and go out on my own and start my own marketing agency. Well, things don't ever work according to plan. Six weeks in when I watched my website, my CEO pulled me into our office

and told me I even had to take my website down or I was fired. So frantically, I was like, okay, I'll take it down. I went home, talked to my now husband and boyfriend at the time. He was like, okay, I'll take it down. I went home, talked to my now husband, then boyfriend at the time. He was like, what are you crazy? You've worked this job six weeks, you only like it, what are you doing?

So I actually checked into one of the entrepreneurship Facebook groups I had become a part of and was their support and encouragement. My then boyfriend's support and encouragement. I was like, you're right, I am doing this already. I am, I have clients, but it was the scariest decision I've ever had to make because I was now choosing to walk away from a study income study paycheck. I couldn't even tell my parents I was doing this. It was like, here's me at 27, and I'm still so concerned about like, well, my parents

are going to think what my people are going to think, but my, you know, people are going to think. National security experts are warning. Our aging power grid is more vulnerable than ever. January marked a third time at power station. North Carolina was damaged by gunfire. Authorities are saying the attack raises a new level of threat. Authorities are now checking our grid for vulnerabilities. They've identified nine key substations.

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NetSuite.com slash monahan to get the visibility and control you need to weather any storm. NetSuite.com slash monahan. But I did it, I walked in and I said, I can't take my site down. And I walked out. And that was the start. That was like the fire that just lit me up inside

to go all into my business. So I did. I left. I freelanced for the clients that I found. I actually, again, continue to network and reach out to other people. I shared my story. I found more fit. and I was starting to build

a successful corporate marketing agency and business. As I'm downwind into the entrepreneurship space, as I'm kind of growing my business and making connections with entrepreneurs, I'm like, man, these people are my people. Like, these are the people that I want to work with. This is the kind of work that I want to do. I saw people creating these life-changing businesses through business coaching. I had never

been exposed to that before and truly understanding what that was. So through that, I am noticing that there is a lack in the entrepreneurship world of organization, structure, processes, systems, all stuff that I was doing my own business while I was growing my own business on the agency side. But I was realizing that six and seven figure business owners weren't doing. And here I was. Yeah, but also I just like to interject for one minute. That also happens in corporate America as well.

Yeah, 100%. And so as I'm creating these systems, and I'm noticing other people aren't doing that, I got turned on to the phrase, OBM, online business manager. So I actually went to the business that I was working with at the time, and I was like, I want to be an OBM. That's what I want to do.

I think that this is how I transitioned from my work in the freelance marketing world, agency world, over to entrepreneurs, because I was trying to figure out how to bridge that gap, how to pull that experience in. And I realized that that was it. So when you work in the corporate world, doing account management, project management, that work, you're doing all of this organizational things, you're putting schedules in place and systems to make sure that your projects launch on time or you're not missing any parts.

There's a total sense of organization there. And I, you know, it wasn't until I could dive into that entrepreneurship world a little bit. I was seeing that that's what a lot of people were lacking. So once I launched my OVM business, this was two years ago, this month, that was, you know, that was it for me. That was what I wanted to do. That's where I found my passion. There was a hundred percent of the need for it in the industry. And I've

grown my business more than doubled it over the last two years, each year, alone because of the need. And, you know, the people that I've been able to reach a network with and grow. So that's what's led me to kind of to the where I'm at today. So tell me, what is this magic sauce that you delivered? And again, I don't see what you do. I've never seen anyone, I've never heard of an OBM. I've never, I didn't know anyone was even in this business. So I'm really trying to understand and wrap my head around exactly how is it that you get people organized?

So what I do when I start with every single entrepreneur, I'm no matter if you've just started in business or you think, yeah, you're running a multiple some of your business, is we kind of sit back and look at your business as a whole. So I have my framework which is organize, strategize, prioritize. So those three pillars of my business

is really what I start with when I begin work with anyone. So we have a brainstorming call, like a strategy call, 90 minute call, where I take a look at the back end of the business. So I look at what systems they're using for invoicing contracts, how they onboard new clients, what is that process, what's like emails? How many emails are you sending out? Are you doing them all? Is your system doing them? Do you have a sort of a structure routine? What project management tool are you using? There's a ton out there. The one that I work with the most and recommend the most is a sauna. And that's really just to helping you kind of manage your team, your tasks. I mean, a lot of these business owners

have so many moving parts that if you don't have a tool to manage that, it so many things get lost in the cracks. We also get your content strategy and that's I think what makes me a little bit different as an OBM compared to others you may find in the industry. Having that background in marketing and PR is really what helps me help my clients be successful because I can take a look at their marketing strategy and their content strategy and see where the gaps are and not only help them be more efficient, but really amp up their voice through their marketing platforms, whether it be social, email marketing, again, networking groups, etc. And so I look at everything that they're doing as a whole and we break it down. And as we do that, I find where those gaps are or where those inefficiencies are, where they're spending more time than is needed. And I also align that to what their

long and short term goals are. So we kind of essentially look at, okay, what are your focus, what's your current focus? What do you want the focus to be three months from now, and where do you want to be? And what are those long term goals that are more like the six, nine, twelve month range? And you reverse engineer that. So in order to get you here, these are the things that we need to put in place now, the systems we need to set up, things that we need to put in place now, the systems we need to set up, the strategy we need to create. A lot of my clients do launches for their defer courses or coaching opportunities and things like that. So I'm looking at, okay, what's that launch timeline look like and what are all of those moving parts that need to go in it. Do we need to hire out a copywriter? Do we need to hire

somebody to do the sales page? Do we need to hire somebody to do the graphics, do we have people on the team that are you doing that? I also do a ton of team management. So I'm looking at those players on the team and what their roles are. So is somebody taking on too much or doing something that they're not truly good at that we could replace and be more efficient with. Or are there too many people on the team that we need to really silo down to, you know, these key players that are going to make the most impact? So it's kind of

breaking down the business and figuring out like, okay, we sort of essentially do a brain dump. That's one of the first things we do too is like tell me all the things that aren't working Tell me all the things that you're spending too much time on that you shouldn't because to me There's a time in place for What you're good at right? So I like to say you know, I want you to stay in your zone of genius So if you're favorite thing to do in your business and think you're good at is Creating content and working with your clients. You don't need to be spending the time is creating content and working with your clients. You don't need to be spending the time

breaking down the content, scheduling it to your platforms and things like that. So I look at all of that stuff. Like what is the stuff that is not currently on your plate that we can take off? So you can be doing more business building activities, things that are be bringing you money that only you can do and me or the team

is gonna take care of the rest. So, do you see that there's certain mistakes that are just your standard that you're running into a lot with people? I think for me, when I look at people's business, lack of consistency is something that I see often. So, creative entrepreneurs love have so many ideas and they love to like get all those the ideas out there, right? But to me there's, there has to be some consistency there. So whether you want to focus on, you know, doing video and getting video out there, podcasting, you know, creating some sort of consistent, again, consistent content strategy.

You don't want to be bouncing around to doing so many different things. So I kind of like silo people in, same thing with course, course work. Rinse and repeat, right? Like you have a signature offer, signature program. How can we then, a lot of people don't take the time to then analyze that. So you have a pre-latch phase

and you're gearing people up for what you're gonna offer. They offer, they do the offer. Maybe it achieves the results they want. Maybe it doesn't. Regardless, so many times people were like, okay, I'm gonna move on to the next thing. Versus taking the time to go back and think about what went well, what didn't go well, what could be do better the next time, looking at analytics, where people dropped off, how many sales emails went out? What was this sweet spot? Kind of fine-tuning those things and then doing it again, and then seeing those results grow and change.

So I think the consistency of whether it's again doing a program again or putting consistent content out there and sticking with it, I really have to get people to kind of slow down and just stay in it a little bit and know that the next thing is going to always be there, but really fine tuning what we have now before we get to the next thing. So I think that's the first thing. They also sometimes during that time period, they use all their energy for that one thing. And then when it launches,

they're out of energy and they're depleted. So I try to make that process easier. And so that's what so many of my clients when I come in, I take all of that stuff off of their plate and allow them to just be in their energy of the launch or the program or whatever. And what they notice is that they achieve so much higher results because so much better results because they're allowed to really just be in that energy is what shines through. I mean, people hire you,

right? They don't always care necessarily what the details are of your offer is. They want to work with you. And so you're essentially selling them on yourself and the results that you're going to get for them. And if you're energy-strained, that's going to come across to your audience. So having somebody to take the back end work

and get those emails out and get the social content out and enroll the people and answer the questions in the inbox and allowing my clients to show up. That's the energy that they bring to the table, which gets the better results. So those are all great points and I mean, I completely agree with you. In a perfect world, however, as you know, especially when people are starting out in business, or maybe they're transitioning from corporate America and starting a side hustle and I've been there too. You know, the challenge is the current amount of time you have and the current resources you have and where to invest in. So it sounds yes, you sound right. I agree with everything you said. However, when you're actually

knee deep in it, it's so hard. There isn't time to analyze the data. Yes, I know I need to analyze the data so I can optimize and improve and learn and grow from it. However, there isn't enough hours in that week. So you're just trying to get through the things that are absolute priorities. And you're not at a revenue standpoint yet where you're ready to reinvest in this sort of that. And people are telling you're getting options for,

oh, a high level graphic design or a great copywriter show it. I like, where is that right place to make your investment? So I think there's a couple of things to point out there. One, I think you either have a surplus of time or you have a surplus of money. So when you're just starting out, it can feel like you don't have either,

but it's not necessarily true. I mean, you definitely have more time when you're starting out than you do money. So you're doing a lot more of those things, right? You're investing a lot more time into that launch, that growth, whatever it may be. And the good news is is that whatever you're offering, whatever your offer is to support your clients,

they only have to be one or two steps ahead of the person that you're trying to serve. So as long as you're kind of, you're at where you're at and you're not trying to, you know, my first launch, I wasn't trying to make a million dollars, right? Like, I'm trying to kind of set realistic goals. I have a good, better and best goal. And I know that. And then I can build on that for the next one. And guess what? When I make a little bit more money, I can outsource some of those things, right? So I kind of just start,

I would say start with where you're at, invest the extra time that you have, and it may be like, so my angle, you know, is to work 20 hours a week and have extra time to spend with my kids or travel or whatever it may be. But in the beginning, you're not necessarily gonna be there, right?

Like you're gonna have to invest more that time because eventually you're gonna be able to outsource more because you have more money, which will give you back more of your time. So I think part of it's like starting for your act and recognizing that you don't have to, you know, you're not going to make a million dollars right off the bat, right?

But to me, that also goes along like comparing yourself to other people. And when you get into this space, you see Sally and Sarah doing this, this, and this. But you have to just remember where you're at and what you're doing. So I think that's the first thing I would say. And the second thing is start small.

I mean, I have personally a team of five, but I worked the first year in my business all alone. I didn't hire. And then I hired a virtual assistant, a VA, and she was more of a generalist. So she could do, you know, my, she could break down my social content and schedule it. She could schedule my blog post, she could take a little bit of client work in terms of client engagement or setting up client emails or funnels, so she could kind of do all that stuff. As I again continue to grow, that gave me more time back in my business. I was able to hire a little bit more specialized people, so somebody that really focused on social media, somebody else that helped with publicity, somebody else that can really focus on project management.

So I think that you don't have to make all those higher sort of decisions first. You just, I would say start with the generalist before you move to a specialist, so to speak. And also as you're doing that, think about the things you don't like doing in your own business. I mean, we all start businesses to create the life and freedom that we desire, but there's always enemy things that you don't like doing.

Like, I hate counting. I'm not going to be one to do accounting. So I outsource that, right? So when I grew to a point that I didn't want to do that, I paid somebody to do it. So I think those are two really good places to start. I just really just start by thinking about hiring somebody that can help you. That's maybe a little bit newer in the industry

that maybe doesn't cost as much. And then you can grow from there and start by outsourcing the stuff that you don't love doing because again, that will give you back energy that you want and you can dive again, that will give you back energy that you want and you can dive into and add to your business. At what point did you know? So you brought on the virtual assistant first

and were you nervous even then making that investment or you felt comfortable doing that and how did the remaining employees play out from a timeline standpoint? It's always nerve-wracking too. I feel like investing your business, but that's where change happens. That's where you level up.

I would say, I am a planner. I'm super type A. So being spontaneous is really hard for me. I like to make calculated investments and decisions. But I've learned in entrepreneurship, you have to take a risk. There's always going to be a risk in doing that. And so for me, I made the best decision.

It was really when I started to get overwhelmed and I realized like, I can't do this all alone. I do part also being type A. Letting go of control is something that's hard for me, but I also was watching just listening to some free trainings from my now business coach. And the one thing that she consistently said was like, you're going to have to invest before you're ready because you're never going to be ready.

You're never going to be 100% ready. So that was kind of what did it for me. And I kind of again calculated it. And as if she can help me get 10 hours back of work a month, I can get a whole new client. And from a financial standpoint, I'm only paying her this amount. But if I get a new client, that cancels out and that actually makes me X number of dollars more a month. So I was looking at it from that perspective too, not only the time I'm getting back, but then what does that allow me to do with that time? That can allow me to bring out an entire any client,

which will thus increase my revenue. So I think I worked with her with my first virtual assistant for nine months before I brought on somebody else. I also ended up hiring a larger, more expensive business coach that has catapulted my growth immensely. And that was such a scary decision for me to make too. But I knew if I wanted to get to the next level,

I needed the support and guidance from somebody that was going to, that had been there that could help get me to that next level because I truly believe you need support in your business to be successful so that goes along with outsourcing, you know, your work and prioritizing your time and energy and really just helping you to grow. So I hired the business coach beginning of this year and I brought on, she actually was one that suggested to bring you on more specialized people and so I actually hired three or four new people in

a month and a half time span. And it's it's worked. I mean, it's it's been great. I mean, that was three months, four months ago that I've brought on all of those people, but it allowed me to bring on an additional client. It allowed me to have more time back to work on future courses and work that I'm trying to create for my own business. It allowed me to take on work to coach others on how to start a business. So it's opened up that timeline, but I feel like I am such a good example of, and my business is a good example of the slow and steady and consistent growth over time. And I think a lot of people, when they're starting out in business, it feels like an eternity before you're going

to get to a point that you dreamed up, right? That you like start the business for in the first place because there's so many things to do. But I think what I just do is focus on consistently taking that next step. You should know what that means already. That's the best kind of notification. That's the sound of another sale on Shopify,

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or you get a 100% refund guaranteed. Croger, fresh for everyone. And now it's allowed me to have this thriving, you know, successful business, and of course I still have goals and places that I want to be and, you know, revenue goals I want to hit. But looking back, I didn't just become an overnight success and I've really built my business on a strong foundation.

And that's what I preach to a lot of my clients and the people I work with is really the importance of building that foundation because that's a problem when I come into Sony people's businesses is they don't have the foundation. They've maybe launched or been super successful. And I don't want to say overnight, but quickly, and they've scaled quickly, but they don't have the systems and processes in place to continue to support that and to do that for the long haul.

And that's what's led them to kind of the state of being frazzled and almost burnt out in a way. And so I come in and I'm able to give them that foundation and support that they needed and will allow them to continue to scale and grow. It's so interesting when you were explaining that story, it reminded me of a good friend of mine who had been wanting to be an entrepreneur for a long time and said, you know, when I do it, Heather, I'm not going to have to work as hard as you.

I don't have as big of goals as you, you know, I'm doing it for like a luxury and time and it should this dream idea. And then she said to me last month, I left one boss to now I have seven bosses because she has seven clients and she says that I'm going crazy and I'm running around in circles. And it's that same frustrations that she doesn't have anything automated. She, you know, she's overwhelmed by the amount of work. And it's so true no matter who you are. And like you said, some people, I remember my book took off when I first launched my book

and that was going crazy. But because I had nothing else built out, you're chasing that one thing in the moment and then you end up stepping back months later saying, oh my gosh, I've got so much other that I have to work on not just as one product or service or, you know, and I also believe to some of it, you don't figure out until you're stepping into it the wrong way to figure out, wait a minute, there is a better way to do this. Absolutely.

I think so much of its trial and error to you, right? Like, you don't, you know, you don't know what you don't know. And, you know, you try something and then you fail. And that's okay. You pick back up what I like to do though, is I think I'm in the business of one supporting the people and the entrepreneurs that are extremely successful already in helping them to build that foundation to grow.

But also I want to educate people that are just starting out in business. And well, it's not the sexiest thing in the world to set up systems and to spend your money and your time on getting those things set up. It will serve you so well in the long run. And I think people don't think about that because it's not cool.

It's not fun. It's not the stuff you want to necessarily be doing, but we build that foundation, just like a house, you are truly setting yourself up to have strong bones for when you do, you know, get to the place in your business, you've always wanted to be. Other words, you're backtracking, and it feels overwhelming. So I think that that's that's part of my mission now too is to help I want to help so many people start and grow online businesses because it's the best thing that's ever happened to me. I mean, it's given me the freedom and flexibility that I have desired. It's helped my mental health, my anxiety. Great entrepreneurship is not for the faint of heart. You definitely have to be ready for that roller coaster. But I used to be so afraid to ask my boss if I could take off an afternoon to go to the doctor

or to take off the patient. And now that I can run my business wherever and on my own terms, and I have, again, a team of support, it's magical, right? It's given me that. So I want to help other people do that. But I also want them to get started in a way that is going to give them

an even greater chance at success and truly being organized in how they do it and having those systems set up that are going to just cultivate even better habits as they grow. So one of the things that I saw on your site that I was completely not familiar with is Dubsado? What is that? So Dubsado is essentially a CRM tool. The way that I like to use it in my business, my clients' businesses, is really as an onboarding tool for your clients. So it manages your contracts and your invoices. You can automate just about everything in your business and the back-end beginning parts of your business all the way from a lead form. So if somebody were to come on your site they're interested in

working with you they can fill out this form. What it will do is it will trigger a notification dub sawto to send them out on email. You can also set up a call. They have an up their own online you know scheduling platform. You can send them your scheduler to what they call. You can send a contract, invoice, welcome email, onboarding email, sort of getting started email. You can set up recurring payments, all of those things. And it's really a great way to nurture clients and give them an amazing experience

without having to do any of that yourself. Because what you can do is go on there and set up workflows on the back end so that again as soon as that lead form comes in or you don't even have to start with the lead form, you can, you know, just when you're starting to work with someone, you can set it up to start with the contract and invoice, etc. It does it all for you essentially by the touch of a button. So I love that it simplifies that for my clients and my business and also it does keep track of all of your projects, so if you do know a lot of project work or coursework, you can just keep everybody in there

based on the project that they are sort of signing up with, you know, so to speak. So it's a really great tool that will give you so much time back in your business to not have to worry about, you know, messing anything up, missing anything or manually doing any work yourself. Wow, that is, I needed to know about that three years ago. So where were you, Caitlin?? No. So you're one of the offers that you have is your course that teaches people how to automate workflow. And can you tell us a little bit about that? Because I know that you said you're going to offer everyone a discount on that.

So my course is actually called Automate Everything. Because it literally automates everything in your business. It's an hour and a half from start to finish. I really teach you how to set up Dubsado easily. Well, it is not the most intuitive platform so to speak, but what it will do for your business is a total game changer. I have worked with clients all across all industries. So it's not just specific to one industry. I mean, I have a client who works in the wedding industry. She does custom wedding invitations. And I set up her entire Dubsado platform start to finish to automate so that she, you know, you can imagine how many increase she gets on a common bait, you know, on a frequent basis.

And so she doesn't have to like essentially touch it unless somebody wants to work with her. And then it's what it's done is it's simplified the whole steps moving forward. So she doesn't have to do so much back and forth. So that's one example. I've worked with a woman who runs a modeling and talent agency, worked with coaches, you know, sort of everybody across the board. So if you're looking for something that will automate your onboarding process, this is for everyone. And so this course will teach you how to set it up in a super simple, easy to understand way. So it's only an hour and a half long from start to finish. All the videos are about 10 minutes, I would say, each. And I'm offering a 50% off. So I think it's like $49, $47, something crazy

and expensive like that with the code confidence. So if you just put confidence, you will get 50% off the program and it will truly transform your business. Oh my gosh. So how does everyone find you, Caitlin? They're gonna want to talk to you. Yeah, so you can find me online.

You can go to my website, it's www.kaitn.caTE, L-Y-N-E, Hamilton, at j-m-i-l-t-o-n.com. Same thing on Instagram, I hang out on Instagram a lot. It's probably my favorite platform. It's my handle is at Katelyn E, Hamilton. Those are probably the best places to find me.

My course information is all on my website, so you can just pop on there and put in that discount code. So don't forget, the code is for 50% off Caitlin's automate everything course. It's confidence and Caitlin, thank you so much for giving that opportunity to all of our listeners today

and thank you so much for being here and teaching us so much. Of course, thanks for having me. All right, Hank tight will be right back. I'd ask you to try to find your passion. Hi and welcome back. I've got a couple of questions that I wanted to answer for you. They're very similar and I'm interested to hear from you if you believe they're similar. I find them very similar and I get a lot of these kinds of questions. So different themes topics, but sort of,

I don't know, to me it's the same question. Okay, so both these came from LinkedIn. First off, Heather, I'm a big fan. I followed you throughout your success and appreciate you sharing your trials and tribulations with everyone. It's humbling yet amazing to see you break out of the mold. You knew you had it deep within you and you executed so great. So super nice thank you. Similarly, I have helped to build out other streams and made millions of dollars for them. Hello, me too.

And now I find myself at the pivot point where you were when you were fired. What is your best advice or connections to people groups like yourself to involve myself to make the jump to actually make it happen. Or potentially as you did start creating a story of your failure to success in social media, throughout LinkedIn, Instagram, and the like to start a base through personal specific business success content, which goes on to say more really nice things. I would love to hear or be a part of others who are doing the same. Okay, so first of all, obviously I responded back.

You should join my mentoring program. I mean, that's what we do is we push each other to the next level every single week and our group coaching. Everyone there is like-minded. You want us around yourself with like-minded people, right? Because they're going to be the ones that are cheering you on and pushing you instead of holding you back. Remember, fire your villains and surround yourself with people who are there to stretch you. They're ahead of you and they're holding you accountable. It's really key.

So that was the first thing that I said to this person was, you need my mentoring a group coaching accountability program. Sign up for September. So that was the first thing that I said to this person was, you need my mentoring, a group coaching accountability program, sign up for September. So that's one, but two is this, listen, there is no magical roadmap. Start posting, you're thinking of creating a brand on LinkedIn, start doing it. Do you think that I had some master strategy in place?

No, I posted and then I learned and then I changed it and then I posted and then I learned and then I changed it and then I posted and then I learned and then I changed it and then I evolved it and then I, in the same thing with my website and then same thing with the podcast rate, you just have to start. People get so frozen with what is the big plan or the big answer.

If you can join a mentoring or group coaching program, do it, it's gonna hold you accountable, it's gonna push you to the next level. And it's really, it's gonna encourage you that you're around like minded people. That is for sure. Fire your villains, but start taking action. You can't just sit on the sidelines

and acknowledge that other people are doing things. I'm stepping into fear every freaking day. It's hard, it's scary, but you just do it. Or you don't. And you know, for a long time, I didn't. So that's your choice. It's scary, but you just do it or you don't and you know for a long time I didn't so that's your choice It's on you you've got to show up if you can do it get in the program encourage yourself hold yourself accountable If that's not for you just start posting start building start doing something take action today

No matter how small the step hold yourself to accountable to take that bigger step tomorrow and keep moving fast and Breaking things. That's what I do. Okay. Then this is the other question I got and I see these is very similar. Hey Heather, since following you on LinkedIn, you've inspired me in certain areas of my life. You mentioned you had gone through divorce. I have two. Mine was not easy. No one's divorce is easy PS. Now I am co-parenting with someone who is not nice to my kids, etc. I so desperately want to help women like myself who are stuck in a relationship or exiting one and co-parenting like this.

I feel like God has led me through this path to help others and I'm not sure where to start. Do you have any thoughts or suggestions? I'm curious as you're an advocate for women like me. Okay, this is really the same question, right? So number one, if you can get yourself in a group mentoring program where people are gonna hold you accountable to get yourself to the next level and take action and move and level up and you've got to show up

and push yourself, do that. And I believe I hope I sent this person a link to my mentoring program as well. So that's number one. If you can do that, fire your villains, get negative people out of your space, and get people who are ahead of you around you to encourage you and challenge you to grow.

It's really, really important. For me, that was hiring my editor back when I was first fired and writing my book. He'd written 19 books. So suddenly, he was saying, oh, how do you feel normal? Don't worry, just keep going. We'll keep making mistakes. We'll figure it out.

And so that was really encouraging. He was my mentor when I first started out. But I invested in him, right? I hired an editor and that really accelerated my progress. And if you hire someone who's beyond you and invest in yourself, it holds you accountable to take that action and get the ball rolling. And momentum is such a big part in things like this. You have to take those first and get the ball rolling. And momentum is such a big part in

things like this. You have to take those first steps to get yourself moving. And then once you start building some momentum, you'll eventually take off. So same thing, I see here with the other question. It's basically like, I have this idea, but what do I, I don't know what to do. You just do. Right. So if you're saying you have an idea of service that you're going to provide, a problem you're going to solve, you're going to help people who are getting divorced, start posting about that. Why wouldn't you just put that out there? It's not going to be perfect at first.

It's going to change. It's going to evolve, but nothing will happen until you take action and post something, until you speak to your community, you're following your potential clients. You have to reveal what it is you're doing. And if you've never done it before, do it for free first for someone, work with someone for free so you can establish social proof and create testimonials.

And then that will promote your business. But you just need to take action. My first recommendation is always going to be join a mentoring program, hire a mentor or a coach, someone who's ahead of you that can hold you accountable and push you to the next level and force you to take action when you're scared to step into fear because that's usually the hardest part and that's really what I see with both of these people. One being a gentleman, one being a woman is that they're both kind of frozen. They have an idea but they don't know where to go.

I didn't know where to go either. I just took action. I moved fast. I kept breaking things, making mistakes, I built momentum, I hired someone light years ahead of me, I invested in myself, I held myself accountable, and I just keep going. And that's exactly what you need to do too. Thank you so much for being here with me, because please rate and review the show, it would mean the world. And until next week, I'll be here creating confidence, hopefully right alongside you. You don't stop and look around once in a while. You can miss it. I'm on this journey with me.

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