Three Things You Can Automate In Your Animal Business RIGHT NOW

There are so many tasks in our animal, equine and pet-based businesses that are repetitive. That we find ourselves doing over and over again. And they are often big time-sucks! On this week’s episode of The Business Animal, Cara and Kim give three things you can take off your plate right now through the power of automation. Listen to this episode and lighten your load!

Transcript
Kimberly Beer:

The Business Animal podcast is proudly

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head over to thebusinessanimal.com for the

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best deals on these two amazing products

Jaz:

Welcome to The Business Animal podcast. Saddle up for a

Jaz:

gallop to the top of the animal industry, where you'll learn how

Jaz:

to tame your wild business beast with tips, techniques, and tools

Jaz:

that will take overwhelm to obedience school, and have you

Jaz:

wagging your tail with joy. And now your hosts, Kim Beer and

Jaz:

Cara Taylor Swift.

Kimberly Beer:

Hey there business animals. It's Kim with

Kimberly Beer:

Be More Business and

Cara Taylor Swift:

Cara with Fast Horse photography. Hi, Kim.

Kimberly Beer:

Hi, Cara. Welcome everybody to The Business

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Animal. I know every listener out there listening to this

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podcast wishes that they had more time in their business. I

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know I do, don't you Cara.

Cara Taylor Swift:

Oh my gosh, especially right now it's so

Cara Taylor Swift:

busy in my world between it being a very busy equine

Cara Taylor Swift:

portrait season, because we're in the early days of spring

Cara Taylor Swift:

going into summer. So it's not too miserable yet, so it's so

Cara Taylor Swift:

busy right there. And then on top of it, we're in birthday

Cara Taylor Swift:

party season for all the kids and children in my life, my

Cara Taylor Swift:

son's birthday is coming up. It's almost the end of school.

Cara Taylor Swift:

So we're making summer plans and life is insane. So one of the

Cara Taylor Swift:

things I was thinking about when we were talking about episodes

Cara Taylor Swift:

is what are the three things we can do right now to just give

Cara Taylor Swift:

herself some breathing room in our business so that we can also

Cara Taylor Swift:

be enjoying all the craziness of the springtime and enjoy it a

Cara Taylor Swift:

little bit more.

Kimberly Beer:

Yes. And so that brings us to a topic that we've

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brought up on this podcast a few times. And that's automation,

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because when you automate things, you take it off of your

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plate, and you pass it off to a computer. And I can tell you, My

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computer has no birthday plans, it doesn't need to attend

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parties, it could care less about what time it works. I

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mean, honestly, it is a very good computer. And it really

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just doesn't mind. And I can guarantee you that most of the

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computers out there in the world unless they've gotten some new

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sort of technology don't care either. So let's put them to

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work and let the technology do the work for us. So that we can

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go off and enjoy graduations and birthday parties and

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celebrations and working with our clients with our full

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attention devoted to it and our business running smoothly in the

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background. So we've come up with three things that you can

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automate easily. So none of these are going to take you

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weeks to try to cook up, they should be three easy automations

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that you can institute in your business that will honestly the

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three things we're going to talk about are huge. Either things

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that you don't do, or things that suck a tremendous amount of

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time out of your business, I would you know, they talk about

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those energy vampires in your house. So these little items

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that keep running and suck up your electricity. To me, these

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are time vampires. And the three things are follow up responses,

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billing and appointments. So these are three places where you

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can save a tremendous amount of time, if you would put together

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a simple automation, none of these should take you more than

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a couple of hours tops to be able to put together. So yeah,

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I'm excited about passing this information on to people because

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honestly, I don't think I would have made it through the last

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three or four months of my life without these things in place.

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So I already had most of them in place. But I think I would have

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definitely fallen flat on my face. Had I not had them with

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the the spring that I've had.

Cara Taylor Swift:

And you've got so much coming up over you

Cara Taylor Swift:

know, in the next several months that you've even been ramping up

Cara Taylor Swift:

your automation game just to try to make sure that while you're

Cara Taylor Swift:

taking care of yourself and you're doing the things that you

Cara Taylor Swift:

need to do this spring and summer that your clients aren't

Cara Taylor Swift:

feeling that that they're still being nurtured. And they're

Cara Taylor Swift:

still getting all of the things that they need from you. So

Cara Taylor Swift:

you've been working really hard on this. So it's just such a

Cara Taylor Swift:

timely topic, I think for both of us right now.

Kimberly Beer:

Absolutely. So let's dive into number one,

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which is follow ups. So follow ups and responses. We all get a

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ton of communications in a day and we get communications from

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everywhere. I honestly some days I feel like I have way too many

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closets that I have to open every single day to look in to

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see what my messages are from people because there's so many

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ways to get in contact with people. It used to be back when

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I started my business the only way people contacted me was over

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the phone. Now we have phones, text messages, email messengers

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on all the different social media platforms and then we have

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these complicated things that have added Things like I have

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discord that I have to keep up with I have banned I have to

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keep up with which are two apps and I have a client that uses

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Slack. So I mean, I don't know, I just listed off like 10 places

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that I have to look for communications from people every

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single day to kind of keep up with what's going on. And it can

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drive you for lack of a better term batshit crazy. To make sure

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you look at all of those.

Cara Taylor Swift:

It's so true, I can spend an hour in the

Cara Taylor Swift:

morning, just going to each one of those, like you said, closet

Cara Taylor Swift:

doors that you have to open looking to see who's reached out

Cara Taylor Swift:

Who do you need to respond to. And then on the flip side, if

Cara Taylor Swift:

you're not funneling those people, which is kind of what

Cara Taylor Swift:

we're going to talk about, if you're not funneling them to one

Cara Taylor Swift:

place, and you need to contact them, then you have to spend

Cara Taylor Swift:

more time finding them. So where was I communicating with them?

Cara Taylor Swift:

Was it a text message? wasn't an Instagram, you know, DM? Was it

Cara Taylor Swift:

an email, and you have to like, go find them in that can take

Cara Taylor Swift:

forever? It can be so time consuming. So frustrating. I

Cara Taylor Swift:

know, I saw that piece of information. Yeah. So when I

Cara Taylor Swift:

work with people, photographers that I'm mentoring around their

Cara Taylor Swift:

photography businesses, one of the first things we talk about

Cara Taylor Swift:

is this issue and how to get this piece cleaned up so that

Cara Taylor Swift:

you're not losing people you're doing the follow ups that you

Cara Taylor Swift:

need to do we know how important follow up is, and that you're

Cara Taylor Swift:

creating a space for yourself that isn't in the crazy making

Cara Taylor Swift:

mentality, like you're able to funnel those people all to one

Cara Taylor Swift:

place so that you can find them and work with them. And you can

Cara Taylor Swift:

have automation setup. So yeah, this one is a favorite for me.

Kimberly Beer:

Absolutely. So our recommendations here are to

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start simple, don't make this overly complicated, right, for

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the majority of the communication, I actually do get

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usually comes through email. So in email, you can create common

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responses to things because honestly, owning a small

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business is pretty repetitive, like you say the same thing over

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and over and over and over again. So you're going to have

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some very common responses. Even if your automation is as analog

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as typing up the common responses into a Word document

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and then cutting and pasting them into your emails as

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responses and then customizing it, you're going to shave hours

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off of your month. I mean, it may seem like a minute or two

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every single time you use it. But trust me, it adds up over

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time, little small things add up over time. And you can also use

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software to automate the responses. So when a customer

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does one thing, then you can either add a tag or

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automatically even if there's enough automation involved in

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it, to be able to just go ahead and respond to them right where

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they are with information that they need. I like to do the very

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first email I like to be able to create for automation for my

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clients is the one that follows up from like networking or

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contacts, because that email is almost exactly the same every

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single time it has contact information and maybe has a link

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to an appointment scheduler, which is our third item that

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we're going to talk about today, which is another huge time suck

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in our lives and communication suck. But just setting up a

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simple response email to say, you know, hey, it was nice to

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meet you. Here's my contact information. And here's the next

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step and writing it up in advance and then setting it up

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so that all you have to do is drop a tag on the contact in

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your CRM software, and it sends off the email, it just saves you

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so many hours, so many hours over the year, it's time back,

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you can actually take a vacation. That's brilliant,

Cara Taylor Swift:

you know, all the time we're out networking,

Cara Taylor Swift:

because

Cara Taylor Swift:

we're meeting people, we're collecting business cards, you

Cara Taylor Swift:

know, we're doing all of that. But then where we fall short is

Cara Taylor Swift:

that stack of business cards sits on our desk, and we always

Cara Taylor Swift:

have the intention of getting back to them. So it's another

Cara Taylor Swift:

area of and I'm putting this in quotes where we feel like we're

Cara Taylor Swift:

failing or failure in our business because we're not

Cara Taylor Swift:

following up well, but that's a great starter for automation.

Cara Taylor Swift:

Literally just create your follow up email from

Cara Taylor Swift:

interactions that you can drop in there in personalized and and

Cara Taylor Swift:

send it out and you don't even have to go so far as to put it

Cara Taylor Swift:

in a software system. Like Kim said, you can create a Word

Cara Taylor Swift:

document if that's where you want to start or an email draft

Cara Taylor Swift:

that you copy over and over again and have them saved in a

Cara Taylor Swift:

folder in your emails. My favorite that I like to start

Cara Taylor Swift:

with because I get a ton of inquiries about portrait

Cara Taylor Swift:

sessions daily. I like to start with a welcome email and it's

Cara Taylor Swift:

something as kind of a qualifier email, where I'm welcoming them

Cara Taylor Swift:

thanking them for reaching out and then I have some common

Cara Taylor Swift:

questions that I asked to determine more about what

Cara Taylor Swift:

they're looking for. It's easily customizable. It's something

Cara Taylor Swift:

that I can do really quickly. That used to take me a long time

Cara Taylor Swift:

to sit down and craft and because I was able to put just

Cara Taylor Swift:

you know, and I think I spent 15 minutes creating it originally,

Cara Taylor Swift:

and just sat down and really thought about my wording and the

Cara Taylor Swift:

language that I wanted to use and the feeling of my response,

Cara Taylor Swift:

I was able to do all of that. So now I have an email I'm really

Cara Taylor Swift:

happy with vs before, when I was responding to all of them.

Cara Taylor Swift:

Sometimes it was an email I like sometimes I wasn't feeling like

Cara Taylor Swift:

I could write it, and I wasn't feeling creative. So they were

Cara Taylor Swift:

all different, if that makes sense. So being able to create

Cara Taylor Swift:

one that I was really proud of and happy made such a big

Cara Taylor Swift:

difference. And now I can just shoot it off in two seconds

Cara Taylor Swift:

flat, and it puts the ball kind of back in my clients court to

Cara Taylor Swift:

be in a place where they're determining if they want to work

Cara Taylor Swift:

with me or not by are they going to answer some of the questions?

Cara Taylor Swift:

Are they going to take the next step? So that's a favorite one

Cara Taylor Swift:

for me. Kim, do you have any tools that you really like for

Cara Taylor Swift:

email automation? I know you do.

Kimberly Beer:

Of course I do. Of course I do. So keep is going

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to be my my go to tool. It's KEAP and it is a full fledged

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CRM and I'm not going to give anybody sunshine that it's not a

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little bit of a hassle to set up because it is you've got to

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think about a few things. But here's the cool thing about KEAP

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is KEAP has this incredible force on I am one of them have a

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partner program. And all CRM programs, by the way, in general

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have one of these right there are individuals who own their

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own businesses who really understand maybe a niche market

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or they understand a local market. And they're really damn

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good at what they do. And they help you set up automations. And

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so KEAPs partner network and again, I am one of their

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partners, we will help you set it up. And many of us like

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myself have a program where if you buy KEAP through me, then I

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will help you get started, I have some basic classes I can

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teach you, I will do a couple of consultations with you to help

Kimberly Beer:

you get ramped up and started. So it is a tool to be able to do

Kimberly Beer:

this. And when you're ready to move away from that Word

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document or draft folder in your email, then this is a good step

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up for you. There are other tools, but I think keep works

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really especially well for small businesses, because it seems to

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make sense to small business owners where a lot of the other

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tools do not. So that's one of the reasons I like it. And I

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think that people who are developing it really take time

Kimberly Beer:

to understand what small business owners need in a CRM,

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and they don't need a lot of stuff in their way, what they

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need to be able to do is to get in there and work with their

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contacts. And KEAP does make that easy once you have the

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setup part done. So that would be my favorite tool for that

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other tools that there are tons of them out there. And you can

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use them. And again, I don't want anyone to feel like okay,

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it's not really automation, because I have a Word document.

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And it's not like the technologist doing all of it.

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But trust me, it saves you time. So if that's the place you

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start, and it builds you up. So when you're ready to step into a

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CRM tool that will allow you to do the rest of the automation,

Kimberly Beer:

you most certainly can do that much easier, because you'll

Kimberly Beer:

already have all of those scripts written and the

Kimberly Beer:

automations can just come super fast. So that's my two cents on

Kimberly Beer:

that one,

Cara Taylor Swift:

I have been dabbling in keep as well, since

Cara Taylor Swift:

you, you know, got me started on it with calculus with cameras

Cara Taylor Swift:

and you know, some of our events we have coming up. But as it as

Cara Taylor Swift:

a horse photographer, one of the programs that I really like that

Cara Taylor Swift:

I have found useful for automation is a program called

Cara Taylor Swift:

17 hats, which is really geared towards photographers. So I know

Cara Taylor Swift:

we have a lot of photographers that listen. So I wanted to

Cara Taylor Swift:

throw that out there it is a beast, I feel like I only use

Cara Taylor Swift:

20% of it at this point. And I have so much room to grow in it.

Cara Taylor Swift:

But I do really like it for managing my clients and also the

Cara Taylor Swift:

automation part around sending emails, it's very easy to set up

Cara Taylor Swift:

and to work with. And it also has, this is gonna sound kind of

Cara Taylor Swift:

crazy, but it has a template marketplace and templates that

Cara Taylor Swift:

you can use that are geared towards photographers that you

Cara Taylor Swift:

can do you know, emails that kind of handle all the different

Cara Taylor Swift:

stages of your business. And if you're someone like me, that's

Cara Taylor Swift:

not always able to come up with like the best words all the

Cara Taylor Swift:

time, without really putting a lot of time and energy into it,

Cara Taylor Swift:

it's nice to be able to have a starting point with some of the

Cara Taylor Swift:

template packs that they offer that kind of are through the

Cara Taylor Swift:

standard process of a client lifespan in photography. So

Cara Taylor Swift:

anyway, I would throw that one out there. And I would also

Cara Taylor Swift:

challenge folks to look at the program that they're using for

Cara Taylor Swift:

their website. I use Squarespace for my website, and it also has

Cara Taylor Swift:

an automation component, and they keep adding more and more

Cara Taylor Swift:

you can do contracts now and invoicing is coming and all of

Cara Taylor Swift:

that. So there's so much you know, just take a look at the

Cara Taylor Swift:

program that you're using for your website because it also

Cara Taylor Swift:

might be that there's tools wrapped up in that that you're

Cara Taylor Swift:

not even using yet. All of those things. Yeah, all of those

Cara Taylor Swift:

things. So those are some tools for you guys to think about. The

Cara Taylor Swift:

next thing I would add is some things to consider with your

Cara Taylor Swift:

follows up and responses, you know, even though you're

Cara Taylor Swift:

automating there is still room for personalization. And that's

Cara Taylor Swift:

still really important making sure that if your client asks

Cara Taylor Swift:

you a specific question that if you can take a moment to answer

Cara Taylor Swift:

that, that's awesome. Or just adding, you know, making sure

Cara Taylor Swift:

their name is included in there, nothing is icky or than when you

Cara Taylor Swift:

get a cold email from someone that says hello. And if your

Cara Taylor Swift:

business name or some awkward, you know, thing that the

Cara Taylor Swift:

automation has picked up. So do your best to kind of weed

Cara Taylor Swift:

through some of that stuff. I would also say that if you are

Cara Taylor Swift:

automating, and you're setting up templates that make sure that

Cara Taylor Swift:

your templates all have a consistent look and feel that

Cara Taylor Swift:

you're using your branding fonts and colors, and that it looks

Cara Taylor Swift:

like it's coming from you and that each one that you send

Cara Taylor Swift:

looks like it's coming from you. So you can actually create an

Cara Taylor Swift:

email template that you use over and over again, that's in line

Cara Taylor Swift:

with your branding. Another thing, sometimes if you're like

Cara Taylor Swift:

me, you wake up in the middle of the night, and you feel like you

Cara Taylor Swift:

want to get ahead on your emails, but you don't want to be

Cara Taylor Swift:

emailing your clients at two o'clock in the morning, right?

Cara Taylor Swift:

They don't need to get a ping from you. Or it's not always

Cara Taylor Swift:

professional for them to wake up in the morning and see that you

Cara Taylor Swift:

were working all night long, that doesn't represent your

Cara Taylor Swift:

business all that well, sometimes. So it's okay to

Cara Taylor Swift:

schedule your emails. So if you're doing a flurry of them at

Cara Taylor Swift:

night, and you want them to go in the morning, when people are

Cara Taylor Swift:

more likely to open them when they're sitting down in front of

Cara Taylor Swift:

their computers, you can schedule that to happen. Kim,

Cara Taylor Swift:

did you want to add anything to that? Because I know you do a

Cara Taylor Swift:

lot of scheduling I do.

Kimberly Beer:

And a lot of the scheduling I do with emails or

Kimberly Beer:

marketing emails in for me and my evolved email practice that I

Kimberly Beer:

like to put forward to my clients is the scheduling is

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really important because it's really key to meet people where

Kimberly Beer:

they are in the sales process. So gone are the days when you

Kimberly Beer:

just sort of send out something to all of your list every single

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week. Instead, making sure you meet those clients where they

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are. That's where the automations come into play in

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keep is being able to create basically workflows or flows for

Kimberly Beer:

customers to go through in the different stages that they're in

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in your business. That's a little bit more than 10 or 15

Kimberly Beer:

minutes to set up, however, so scheduling emails, I do like to

Kimberly Beer:

schedule them according to time wise, I like mid morning and mid

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afternoon if you're talking about specific times, because I

Kimberly Beer:

think people tend to have a delete fest first thing in the

Kimberly Beer:

morning and right when they come back from lunch. So I know I do.

Kimberly Beer:

That's my delete fest time. Speaking from personal

Kimberly Beer:

experience speaking from personal experience, yeah, but

Kimberly Beer:

you also have to look at your target market, right? If you

Kimberly Beer:

work with farmers, farmers only read their emails, like super

Kimberly Beer:

early in the morning or super late at night. They don't tend

Kimberly Beer:

to check their email during the day. So you got to look at your

Kimberly Beer:

target market, right horse people are the same way. They're

Kimberly Beer:

not usually in the house during the middle of the day. And so

Kimberly Beer:

look at your target market and who you're working with. But

Kimberly Beer:

then also scheduling your marketing emails out. We've

Kimberly Beer:

talked a lot about batching on this podcast over the time we've

Kimberly Beer:

been doing it and batching helps and you can schedule batches of

Kimberly Beer:

emails out as well. But yeah, scheduling is key.

Cara Taylor Swift:

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That's fasthorsephotography.com So yeah, the last thing I want

Cara Taylor Swift:

to mention that happens a lot in my life is I get a ton of social

Cara Taylor Swift:

media inquiries. So I get DMs you know on Instagram I get

Cara Taylor Swift:

Facebook Messenger. I even I'm having LinkedIn stuff come in

Cara Taylor Swift:

it's it's can be so overwhelming. So like we said at

Cara Taylor Swift:

the top of this episode, we're talking about opening all those

Cara Taylor Swift:

doors in the morning and figuring out who we need to

Cara Taylor Swift:

respond to one of the things that I have done that has been

Cara Taylor Swift:

just a breath of just a breath of relief for me was I set up

Cara Taylor Swift:

automated responses on all of my DMs and my Facebook messengers

Cara Taylor Swift:

so that when I get client inquiries from there, I don't

Cara Taylor Swift:

have to necessarily respond to them right away if I don't want

Cara Taylor Swift:

to. So I set up automated responses, they're just out of

Cara Taylor Swift:

office responses, it says something to the effect of thank

Cara Taylor Swift:

you for reaching out, I don't normally check these on a

Cara Taylor Swift:

regular basis to reach me, please send me an email, and I

Cara Taylor Swift:

give the information and I can put a direct link to the contact

Cara Taylor Swift:

form on my website, which then pulls them into my system when

Cara Taylor Swift:

they email me. So I would definitely recommend that as a

Cara Taylor Swift:

very easy, super simple thing you can do right away to just

Cara Taylor Swift:

get a little breathing room, and you're not having to battle all

Cara Taylor Swift:

of the inboxes

Kimberly Beer:

Yes, that's a wise decision is being able to

Kimberly Beer:

tell people where it's best to contact you, you can also put in

Kimberly Beer:

I think my direct message responder for Facebook even

Kimberly Beer:

tells people like if you're contacting me, after a certain

Kimberly Beer:

hour, I don't check messages after five o'clock, I'll return

Kimberly Beer:

your message the next day. I mean, it just lets people know

Kimberly Beer:

that you're conscientious but you're also a human being. And

Kimberly Beer:

what to expect, I think is that you're setting a good

Kimberly Beer:

expectation with those responders. And if for those of

Kimberly Beer:

you who want to take that one step further, Facebook and some

Kimberly Beer:

of the other social media channels that have direct

Kimberly Beer:

messaging, also have what are called chat bots, where you can

Kimberly Beer:

even choreograph things further, like really common questions,

Kimberly Beer:

you can put responses into the automations, that will the

Kimberly Beer:

person can choose a question that they would like a response

Kimberly Beer:

to, and then you set up the response ahead of time. And then

Kimberly Beer:

they can choose that question. And it'll give them the

Kimberly Beer:

response. And then their next step. So sometimes that helps

Kimberly Beer:

further the conversation. And I do say sometimes, because I've

Kimberly Beer:

found in practice, what happens is when you even when you set

Kimberly Beer:

those things up so that every question gets answered,

Kimberly Beer:

customers will still call and ask you the question. I don't

Kimberly Beer:

know if it's like, do they want to see if your answer matches

Kimberly Beer:

the direct message answer or what, but they'll tend to ask

Kimberly Beer:

you again anyway. But I think it's a good reiteration of it.

Kimberly Beer:

So I like that thought. But I also know, as a consumer, I

Kimberly Beer:

don't typically click on those. I want to talk to somebody and

Kimberly Beer:

actually hear the answer from them. Maybe it's my generation,

Kimberly Beer:

or maybe it's just me, but

Cara Taylor Swift:

I'm not brave enough to set those up yet for

Cara Taylor Swift:

my business, I feel like I would really need to like go through

Cara Taylor Swift:

and test it out. I'm just not brave enough yet. I'm afraid.

Cara Taylor Swift:

I'm afraid of how to respond. I would love to hear from other

Cara Taylor Swift:

people, though, that are running animal based businesses out

Cara Taylor Swift:

there. If they use that or not, it'd be really fun to hear how

Cara Taylor Swift:

that's working for them. So if anybody's using the what did you

Cara Taylor Swift:

call it the bot, the response bot,

Kimberly Beer:

their chat bot chat bot chatbots. And some of

Kimberly Beer:

them come directly with the social media for a long time I

Kimberly Beer:

actually used on my website, one that is a separate from social

Kimberly Beer:

media. It's called drift. And it was it sets up you know, the

Kimberly Beer:

little thing you get at the lower right hand corner of your

Kimberly Beer:

website that says, Do you have a question technician here or live

Kimberly Beer:

chat with somebody now chat now? Yes, and the majority of the

Kimberly Beer:

time, you know, small businesses, we can't stalk

Kimberly Beer:

people to respond to those chats in live form. But what they will

Kimberly Beer:

do is you can choreograph them, I call it choreographing, but a

Kimberly Beer:

scripting is probably a better word, you can script a bunch of

Kimberly Beer:

responses back to people and drift was really nice. I

Kimberly Beer:

actually made clients with drift it several of them as a matter

Kimberly Beer:

of fact found that incredibly useful. But I took it off of the

Kimberly Beer:

newest version of my website, because I had a little bit

Kimberly Beer:

better response system through keep because I had drifted

Kimberly Beer:

before I had keep. So drift is another one that you can take a

Kimberly Beer:

look at and understand what a chatbot is a little bit better.

Kimberly Beer:

That's a little bit more advanced automation. I know for

Kimberly Beer:

this episode, we're trying to keep it super simple. But

Kimberly Beer:

automation is one of those things that just grows, the more

Kimberly Beer:

you use it. So take baby steps don't feel like you have to jump

Kimberly Beer:

right into the deep end of the pool. But definitely take those

Kimberly Beer:

first baby steps because it'll make your life easier. And then

Kimberly Beer:

as you take the baby steps, things will keep growing out.

Kimberly Beer:

Are we ready to move on to billing? Let's talk about some

Kimberly Beer:

money.

Cara Taylor Swift:

We are let's talk about billing, money, money

Kimberly Beer:

money. So one of the things that I see in my

Kimberly Beer:

clients is that this is kind of a double threat benefit to

Kimberly Beer:

business owners. So one is saving time. So billing in and

Kimberly Beer:

of itself like I have a service oriented business and billing

Kimberly Beer:

honestly, doesn't take me long because I've got quite a few

Kimberly Beer:

automation setup for it, but I maybe spend five to 10 minutes a

Kimberly Beer:

month on it. But I have worked for small businesses where this

Kimberly Beer:

is something that people work on for days is getting the monthly

Kimberly Beer:

billing taken care of and getting it sent out and that has

Kimberly Beer:

not been And last on software companies. So a lot of software

Kimberly Beer:

companies have set up automations, to be able to help

Kimberly Beer:

you process your billing faster. And with you having less hands

Kimberly Beer:

on, right, because a lot of times billing, it doesn't change

Kimberly Beer:

a lot like the same client gets billed the same amount every

Kimberly Beer:

month on the same date. And your clients, it's better if they get

Kimberly Beer:

their invoices on time. I know for me, as a consumer, if

Kimberly Beer:

somebody bills me at a different date, sometimes it gets lost

Kimberly Beer:

because I pay bills on a very certain date. And if I don't

Kimberly Beer:

have them all in front of me at that date, having automated

Kimberly Beer:

invoicing really, really helps because it saves you from having

Kimberly Beer:

to sit down and do those invoices by yourself having an

Kimberly Beer:

automatic statement system is super beneficial as well. So I

Kimberly Beer:

am not an accounting software guru, and I don't think Cara is

Kimberly Beer:

either. So one of the things that I would suggest the first

Kimberly Beer:

thing you do if you want to do a more automation in your billing

Kimberly Beer:

is talk to your accountant and ask them how can I make this

Kimberly Beer:

process easier for my business? How can I set this up so that

Kimberly Beer:

things do things behind the scenes without me having to

Kimberly Beer:

touch them. So that is an important thing. Tool wise, if

Kimberly Beer:

you're using key keep does have a billing system and an

Kimberly Beer:

invoicing system attached that allows you to set up automations

Kimberly Beer:

around invoices and product purchases. So that really helps

Kimberly Beer:

it actually helps with product follow up if somebody buys

Kimberly Beer:

something from you. And it's a very specific product that you

Kimberly Beer:

set up, then keep will be able to send out you know, follow up

Kimberly Beer:

emails, review emails, all kinds of things that need to come

Kimberly Beer:

after that for marketing, customer service, and continued

Kimberly Beer:

purchases, and so on. So that all helps as well. Another thing

Kimberly Beer:

that really helps when automating your billing is going

Kimberly Beer:

ahead and entering ahead the information into your accounting

Kimberly Beer:

system for the products and services that you have the

Kimberly Beer:

prices that you have slated the information about each thing, so

Kimberly Beer:

it looks pretty on the invoice and then having them there. So

Kimberly Beer:

they can be chosen most of the accounting software allows you

Kimberly Beer:

to do it like out of a drop down menu, or if you type a couple of

Kimberly Beer:

letters, whatever it is, will pop up and fill in the

Kimberly Beer:

appropriate items. So that all helps. So taking a few hours to

Kimberly Beer:

just sit down and really get your accounting software set up.

Kimberly Beer:

So it can really benefit you timewise is important and

Kimberly Beer:

setting up your invoicing, the more automated you can make that

Kimberly Beer:

invoicing, the better a lot of the software that is available

Kimberly Beer:

now offers a reoccurring payment system. So if you have the same

Kimberly Beer:

client that you're billing every single month for the same

Kimberly Beer:

amount, then you can set that up as a recurring bill. And this is

Kimberly Beer:

where the psychology starts to come into play. Because if you

Kimberly Beer:

have a little bit of trouble collecting money, and I'm going

Kimberly Beer:

to be honest with you, there's a lot more of you out there that

Kimberly Beer:

have trouble collecting money than there are that don't. So a

Kimberly Beer:

lot of small business owners really struggle with pushing the

Kimberly Beer:

button to send on an invoice. It's sometimes it feels a little

Kimberly Beer:

weird for people, if they have some residual stuff leftover

Kimberly Beer:

from their childhood or other experiences around money. This

Kimberly Beer:

is a place like follow up where we can start to feel some polls

Kimberly Beer:

internally that don't have anything to do with our business

Kimberly Beer:

and may stop us from doing things that are beneficial for

Kimberly Beer:

our business. So the automations, in addition to the

Kimberly Beer:

fact that they save us time, they also keep a square because

Kimberly Beer:

they take our personal stuff out of the equation, because the

Kimberly Beer:

computer just like it doesn't care about what time it works.

Kimberly Beer:

It could care less that I'm worried because Sally's having

Kimberly Beer:

family problems this month, and I know it and it's pressing send

Kimberly Beer:

on Sally's invoice, I still have a business to run no matter

Kimberly Beer:

what's going on out there in the world. So automating those

Kimberly Beer:

things is super beneficial to your business. Another thing

Kimberly Beer:

that you can do is and this is not necessarily a technical

Kimberly Beer:

automation, but one of the biggest benefits I had for my

Kimberly Beer:

business was when I stopped random invoicing and started

Kimberly Beer:

doing like packages with people where I could get them to pay

Kimberly Beer:

ahead maybe do three months of a payment at a time or six months

Kimberly Beer:

at a time and I got a good enough reputation with my

Kimberly Beer:

clients that they're pretty comfortable that we're still

Kimberly Beer:

going to be working together in three to six months that they

Kimberly Beer:

would go ahead and pay ahead and I offered a small discount for

Kimberly Beer:

that so that I didn't have to worry about it. So you can also

Kimberly Beer:

make that little alteration in your business if it works for

Kimberly Beer:

you there.

Kimberly Beer:

Every small business owner wants to gain traction in their

Kimberly Beer:

marketing. After three decades of working with small business

Kimberly Beer:

owners just like you I have developed what I call my four by

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discover the four major focus areas of a successful marketing

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Bemorebusiness.com. See you there.

Cara Taylor Swift:

You know, you were talking about the money

Cara Taylor Swift:

issue and issues around hitting the send button. Oh, another

Cara Taylor Swift:

element of that, that I hear a lot when I'm working with other

Cara Taylor Swift:

photographers, but also that I experienced in the early days of

Cara Taylor Swift:

my business was the issue of selective pricing depends, you

Cara Taylor Swift:

know, you had that area where you were feeling like maybe

Cara Taylor Swift:

someone couldn't afford your services. So you were offering

Cara Taylor Swift:

random discounts, and then trying to keep up with what you

Cara Taylor Swift:

offered one person versus what you were charging another

Cara Taylor Swift:

person. So that's another area where it kind of cleans all of

Cara Taylor Swift:

that up, if you can go in and set up your common invoices, the

Cara Taylor Swift:

things that you commonly invoice for. So for me, I do a set

Cara Taylor Swift:

retainer for every client that I work with. And it's the same

Cara Taylor Swift:

amount, I can set that up, and I don't have to think about it,

Cara Taylor Swift:

and then I know what I've sent, I can just send it, send it send

Cara Taylor Swift:

it when I need to. So even if you're not at a place where

Cara Taylor Swift:

you're ready to set up automated billing, even just setting up

Cara Taylor Swift:

those common line items that you bill for on a regular basis with

Cara Taylor Swift:

the prices that you want to charge and then get in the habit

Cara Taylor Swift:

of just creating those invoices and sending them because it's

Cara Taylor Swift:

first of all, it's easier for you, you've already set up your

Cara Taylor Swift:

line items, your common things that you invoice for either

Cara Taylor Swift:

products or services, it's already done for you, it's ready

Cara Taylor Swift:

to go. And you've just got to enter your client and send it

Cara Taylor Swift:

on. I mean, you don't even have to go to the the level that Kim

Cara Taylor Swift:

was talking about setting up the automated billing, I mean, just

Cara Taylor Swift:

literally getting that into a system so that you can click

Cara Taylor Swift:

instead of having to recreate it. I mean, there was a time

Cara Taylor Swift:

when I was doing invoices, and I was having to every single

Cara Taylor Swift:

invoice, check my pricing, write a description of the item and

Cara Taylor Swift:

send it out and it got to where it was it was never consistent.

Cara Taylor Swift:

So just adding that consistency is so empowering. And it gives

Cara Taylor Swift:

you I don't know, it kind of helps with that issue around

Cara Taylor Swift:

having anxiety around hitting the send button.

Kimberly Beer:

Absolutely. And it keeps you more honest.

Kimberly Beer:

Because if you change the price, you have to think about changing

Kimberly Beer:

the price. And you look at it and you say should I really do

Kimberly Beer:

that? Sure. Is that that important for me to change.

Kimberly Beer:

That's what I said the price was going to be so at least it's a

Kimberly Beer:

reminder there to keep you focused. And definitely just as

Kimberly Beer:

a side note, if you have difficulties with money in your

Kimberly Beer:

business, like collecting money invoicing, people value, those

Kimberly Beer:

kinds of things, get some help with that, because honestly,

Kimberly Beer:

life is too short to be stressing over that. So

Kimberly Beer:

definitely reach out to a coach or a gestalt toast or somebody

Kimberly Beer:

to kind of help you move past that, because it's a painful

Kimberly Beer:

thing. I feel Yeah, because I've been there. So yeah. All right,

Kimberly Beer:

appointments. Appointments are the next one. And this was of

Kimberly Beer:

all of the things we've talked about today, like automating the

Kimberly Beer:

emails was great, but I type 100 words a minute, and I don't have

Kimberly Beer:

any trouble writing things. So that was a nice thing to happen

Kimberly Beer:

for me and it was definitely it's helpful now automating the

Kimberly Beer:

billing stuff really helped me with a lot of different stuff,

Kimberly Beer:

but I'm going to tell you the biggest and the most dramatic

Kimberly Beer:

change in my business as far as administrative time was creating

Kimberly Beer:

automations around my appointments because I have a

Kimberly Beer:

very busy calendar if you ever look at it, it's a nightmare.

Kimberly Beer:

It's beautiful because it's rainbow colored but it has I

Kimberly Beer:

have lots of different appointments I have tons of

Kimberly Beer:

commitments my calendar is dictates my entire life I cannot

Kimberly Beer:

live without it in a single day and then being able to find time

Kimberly Beer:

for people and a great deal the reason why my calendar so busy

Kimberly Beer:

is a great deal of my time is spent working with clients over

Kimberly Beer:

zoom or in person or teaching classes and so there's all of

Kimberly Beer:

this like scheduling that has to happen and when I was doing it

Kimberly Beer:

before it was either texts phone calls emails in order to you

Kimberly Beer:

know, are you available next week? We Yes, I'm available next

Kimberly Beer:

week. Here's the time slots that I have Okay, I'll take this time

Kimberly Beer:

slot will no sorry, that doesn't go to work. Because that's time

Kimberly Beer:

so I got taken by somebody else who just emailed me so I can't

Kimberly Beer:

do that one anymore. This is what I have left. What do you

Kimberly Beer:

have left? Nothing in there. Can we go to the next week? Okay,

Kimberly Beer:

no, that's not going to work. My project deadlines this I have to

Kimberly Beer:

see you before then. And it is just hours and hours and hours

Kimberly Beer:

of my life got sucked away into these inane conversations about

Kimberly Beer:

scheduling something on my calendar, and it just was

Kimberly Beer:

ridiculous. And my customers were angry with me, oh, I can't

Kimberly Beer:

ever get an appointment with you or and things got dropped. I

Kimberly Beer:

mean, it was just a mess. It was a hot mess. So I started looking

Kimberly Beer:

for a calendar scheduler A while back, I mean long years ago, and

Kimberly Beer:

I've been through a bunch of different ones over Over the

Kimberly Beer:

years, and the one that I finally settled on is called

Kimberly Beer:

schedule once and I can sing its praises and kind of like keep

Kimberly Beer:

once you have it set up, it's like it this one keep it

Kimberly Beer:

requires a little bit of upkeep, but schedule once once you have

Kimberly Beer:

it set up, it really runs without you having to worry

Kimberly Beer:

about it, the setup is a little bit challenging. But once it's

Kimberly Beer:

set up, it's so detailed, I can like dictate down certain types

Kimberly Beer:

of appointments to certain hours of the day, I can set up intake

Kimberly Beer:

forms, so I no longer have to collect that information. When

Kimberly Beer:

people make the appointment, it will let me charge people when

Kimberly Beer:

they make the appointment. So if somebody signs up for one of my

Kimberly Beer:

coaching packages, they will pay for it and then put their

Kimberly Beer:

coaching times on my calendar, it's like automatically done,

Kimberly Beer:

and it just shows up on my Google calendar. And when I sit

Kimberly Beer:

down to work in the morning, I look at who am I going to be

Kimberly Beer:

speaking with today, and I can prep for that. And then I can

Kimberly Beer:

open up my key folder, look at who I'm going to be talking to

Kimberly Beer:

see my notes, see their notes, and boom, I'm just I'm

Kimberly Beer:

organized. It organizes me in a way that no other thing

Kimberly Beer:

organizes me and my business. So honestly, do yourself a huge

Kimberly Beer:

favor. If you do appointments, Discovery calls anything like

Kimberly Beer:

this, having an appointment scheduler is absolutely crucial.

Kimberly Beer:

Do you use one Kara? I don't think you do. Do you

Cara Taylor Swift:

know. So that's why I wanted this on our

Cara Taylor Swift:

agenda today to talk about because I've been thinking about

Cara Taylor Swift:

adding one to my current process, because that whole

Cara Taylor Swift:

thing you were talking about the beginning where you're going

Cara Taylor Swift:

back and forth with dates, and then another client takes a

Cara Taylor Swift:

date. And then you're back and forth. Again, trying to confirm

Cara Taylor Swift:

dates, I really liked that idea. And I've been wondering how to

Cara Taylor Swift:

fit that into the type of work that I do. And just listening to

Cara Taylor Swift:

you talk, I can already see some ways that I can probably be

Cara Taylor Swift:

scheduling, viewing and ordering appointments to my creative

Cara Taylor Swift:

consoles, that sort of thing. And I can get some of those

Cara Taylor Swift:

things on the calendar and take away some of that back and

Cara Taylor Swift:

forth, back and forth. And I think that it's not just that

Cara Taylor Swift:

piece of it isn't just about freeing up your life and your

Cara Taylor Swift:

business and giving you a little more organization. But it also

Cara Taylor Swift:

is more professional for your clients. They don't have to go

Cara Taylor Swift:

back and forth with you. Because that's taking time out of their

Cara Taylor Swift:

day and you're becoming while you're doing a service for them,

Cara Taylor Swift:

it can become a little daunting for them and a little It's like

Cara Taylor Swift:

another step to confirm them if that makes sense more work they

Cara Taylor Swift:

have to do to be in your system and to be working with you. So

Cara Taylor Swift:

I've been thinking about that. And I've was kind of hoping you

Cara Taylor Swift:

would share what you use that you love. So I'm excited that

Cara Taylor Swift:

you've dropped that I think you said it was called schedule one

Cara Taylor Swift:

schedule

Kimberly Beer:

one. There are some other options out there

Kimberly Beer:

that work for businesses acuity is another one that my clients

Kimberly Beer:

will use that if I have the option to choose what we use.

Kimberly Beer:

It's going to be scheduled once because I know it inside and

Kimberly Beer:

out. But acuity is one. So calendaring options for your

Kimberly Beer:

business, like these appointments schedule are things

Kimberly Beer:

they really need to be chosen based upon what it is that you

Kimberly Beer:

need, you have to look at your business in order to determine

Kimberly Beer:

you know, how much do you want to invest in in a scheduling

Kimberly Beer:

software? And how complex does it need to be. So let me dive

Kimberly Beer:

into that just a little bit for your edification and for our

Kimberly Beer:

audience. So there's a software program out it's called

Kimberly Beer:

Calendly. And oh, Adobe bought it. That was it. So it that is

Kimberly Beer:

just a really recent development in this episode, which we're

Kimberly Beer:

taping on May 19 of 2022, just to let you know where you're

Kimberly Beer:

going to be listening to it in the future. But that was just

Kimberly Beer:

announced like this last week that Adobe purchased it. So I'm

Kimberly Beer:

sure the name of it's going to change and it's going to alter,

Kimberly Beer:

but as of this moment in time, you can get it as Calendly. And

Kimberly Beer:

if all you need is you have a business flow that you need to

Kimberly Beer:

be able to set up an exploratory call with people Calendly works

Kimberly Beer:

really, really well. If you need a little bit more than that they

Kimberly Beer:

do have a paid version, I think that that's their free version,

Kimberly Beer:

you can do like one appointment. And oftentimes for my coaches

Kimberly Beer:

who typically don't book their coaching sessions based on the

Kimberly Beer:

auto scheduling, they will do those on that discovery call. So

Kimberly Beer:

somebody calls in gets a gets information about it. And then

Kimberly Beer:

they book the sessions and look at their calendar right there.

Kimberly Beer:

And when you're on the phone, that process goes a little

Kimberly Beer:

easier, but a lot of people I'm not always available by phone,

Kimberly Beer:

so people need to be able to get to me another way. So Calendly

Kimberly Beer:

would be like a starter option. If you don't need a lot of

Kimberly Beer:

latitude and you just need to book one appointment it's a

Kimberly Beer:

great place to step into this acuity was designed more for

Kimberly Beer:

salons massage therapists, people who maybe have more than

Kimberly Beer:

one person working in their business like a dog groomer

Kimberly Beer:

acuity would be really good for because you can set up multiple

Kimberly Beer:

calendars for the employees in your office and people can book

Kimberly Beer:

appointments with this very specific person. So acuity works

Kimberly Beer:

really well for that I liked acuity. And I've set it up for

Kimberly Beer:

several clients, I thought it went really smoothly, but I

Kimberly Beer:

preferred schedule once and a couple of the reasons I

Kimberly Beer:

preferred it is because one it integrates with keep so since

Kimberly Beer:

keep is my CRM and my scheduling is so connected to my CRM keep,

Kimberly Beer:

by the way does have a scheduling tool in it, it just

Kimberly Beer:

doesn't have a lot of options. Like you can't, you can say when

Kimberly Beer:

appointments are available, but one of my complaints about it is

Kimberly Beer:

I don't want to take same day coaching calls, I just don't

Kimberly Beer:

this scheduler and keep will schedule the same day call. So

Kimberly Beer:

if you went to my calendar, and I have free time this afternoon

Kimberly Beer:

available on my calendar, it will book the call. Now I can

Kimberly Beer:

get around that by marking my day out first thing in the

Kimberly Beer:

morning. But I'm lazy and don't want to do that. So I like to

Kimberly Beer:

schedule a once. Because schedule, once I can tell it,

Kimberly Beer:

this type of meeting, I will only take that meeting, they

Kimberly Beer:

have to be 24 hours ahead of time, or 48. Or it would be to

Kimberly Beer:

book it out a week. It also keeps from people booking out

Kimberly Beer:

too far ahead, I travel a lot, I have impromptu life, I don't

Kimberly Beer:

want people book an appointment six months from now, because

Kimberly Beer:

frankly, I don't know what I'm doing six months from now. So I

Kimberly Beer:

want to cut it off at a certain date schedule once has the

Kimberly Beer:

capability for you to be able to really really define your time

Kimberly Beer:

that you want to work very tightly. And then it also lets

Kimberly Beer:

you set up different calendar or different scheduling options for

Kimberly Beer:

different groups of people. So I have several centers of

Kimberly Beer:

influence that I work with that I do consulting services for

Kimberly Beer:

their people, and I offer them special times and special rates

Kimberly Beer:

and and things that are very different from somebody that

Kimberly Beer:

would come in in a different like singular way. So I have to

Kimberly Beer:

have different calendars available for them. And schedule

Kimberly Beer:

ones offers me that latitude as well. Schedule once costs $15 a

Kimberly Beer:

month. And I would say it saves me six $800 a month in time. I

Kimberly Beer:

mean, it's the amount of time I spend on calendar stuff. It's

Kimberly Beer:

minuscule compared to what it once was because I adopted using

Kimberly Beer:

that software that's

Cara Taylor Swift:

really interesting. And you know, I've

Cara Taylor Swift:

mentioned 17 hats on here a couple of times, that's, you

Cara Taylor Swift:

know, that's a CRM for photographers. And they have a

Cara Taylor Swift:

scheduling option as well. And I am going to dig into it a little

Cara Taylor Swift:

bit since I'm already using 17 hats to manage my clients. But I

Cara Taylor Swift:

haven't set it up yet. So I'm interested to see. And it's just

Cara Taylor Swift:

a great example that you may have providers that you're using

Cara Taylor Swift:

for one aspect of your business that have features that you

Cara Taylor Swift:

didn't even know that they have. So if you've got a website

Cara Taylor Swift:

hosting program or something like go look and see what

Cara Taylor Swift:

they've added and what they've used, because you may not need

Cara Taylor Swift:

to pick up another monthly service charge, if you know what

Cara Taylor Swift:

I mean. Like I can't tell you how many times I thought I

Cara Taylor Swift:

needed something went to subscribe to it, and then

Cara Taylor Swift:

realize that something I already am subscribing to and I'm

Cara Taylor Swift:

already paying for has that function or that feature, I just

Cara Taylor Swift:

need to go look at it. And you don't always get updates when

Cara Taylor Swift:

they add new things. Or maybe when I started using the

Cara Taylor Swift:

program, I didn't need it for that reason I needed something

Cara Taylor Swift:

else from it. And I never went looked at the other stuff. So

Cara Taylor Swift:

definitely recommend look at what you're already paying for,

Cara Taylor Swift:

see what services they have and how you can add those to your

Cara Taylor Swift:

business before going out and getting something new. So that

Cara Taylor Swift:

was such a good, this was a really good conversation for me

Cara Taylor Swift:

because I'm at a place where I'm ready to take even a second

Cara Taylor Swift:

level of automation. So this has been very timely. And I hope

Cara Taylor Swift:

it's been very timely for our listeners as well as we're all

Cara Taylor Swift:

probably in our spring crazy season. All right. So are we

Cara Taylor Swift:

done for today? Kim, is there anything else we want to add?

Cara Taylor Swift:

Nope,

Kimberly Beer:

I'm good. Go automate stuff, folks. And maybe

Kimberly Beer:

what your time save is is to sit in the hammock with a margarita

Kimberly Beer:

and just enjoy.

Cara Taylor Swift:

That's right. All this automation will give us

Cara Taylor Swift:

more Margarita time I like it. So that's it for us today. We

Cara Taylor Swift:

hope that we've given you three things you can do right now to

Cara Taylor Swift:

add just give yourself a little breathing room in your business.

Cara Taylor Swift:

Number one, think about your follow ups and your responses.

Cara Taylor Swift:

There's a ton of stuff that you can do there to free up some

Cara Taylor Swift:

time automate your billing is the second thing that we

Cara Taylor Swift:

mentioned. And then finally, the third one is around appointments

Cara Taylor Swift:

and scheduling. So we hope you enjoyed this. We would love to

Cara Taylor Swift:

hear from you guys. If you use any of the programs that we

Cara Taylor Swift:

mentioned today. Let us know what you think about them what

Cara Taylor Swift:

you liked what you didn't like, if you are doing something

Cara Taylor Swift:

really amazing in your business that is automating and freeing

Cara Taylor Swift:

up time for you. We would love to hear about that. So hop over

Cara Taylor Swift:

to our social media channels at The Business Animal on Instagram

Cara Taylor Swift:

and Facebook or shoot us an email. We'd love to hear from

Cara Taylor Swift:

you guys. Thank you so much for listening.

Jaz:

Thanks for listening to this episode of The Business

Jaz:

Animal. Be sure to subscribe so you will never miss an episode.

Jaz:

And if you learned something today, leave us a review. To

Jaz:

learn more. Find us at the business animal.com We'd love to

Jaz:

hear from you. Until next time, keep you Business well trained