Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

In this episode, I chat with Kelsey Knutson, a business coach and former hair salon owner. Kelsey shares her journey from owning a hair salon to building an online business. She emphasizes the importance of radical honesty and clear decision-making in business. Kelsey also discusses the common mistakes made by six-figure-plus businesses and the distinction between working in your business and working on your business. Kelsey shares insights on managing multiple podcasts and business responsibilities. She emphasizes the importance of balancing work on and in the business and highlights the need for entrepreneurs to be aware of the season they're in and focus on the tasks that align with their goals. More about Kelsey:Kelsey’s mission in life is to inspire people to take action so they live a life on purpose. Currently, she does that through business coaching and hosting her podcast, Get Shit Done.Prior to coaching, she had her own hair salon and had found a way to create the income I desired, work with dream clients, and provide only the services she loved, all while maintaining a great work-life balance. She soon realized that a lot of her friends in business did not have the same experience. She eventually started consulting other salon owners in marketing, strategy, and finance. Eventually, she closed my salon to focus 100% on business coaching beyond the beauty industry.Since starting my coaching business, she has surpassed her salon income and directly helped over 60 entrepreneurs with their businesses. Clients have 3x revenue, pivoted industries, opened new locations, hired their dream team, added in new offerings, launched new businesses, and so much more. Takeaways:Radical honesty and clear decision-making are crucial for business success.Many businesses overlook the basics and focus on higher-level solutions.Working in your business involves the money-making tasks, while working on your business involves strategic planning and long-term goals.It is important to carve out intentional time to work on your business consistently.Systems and processes are essential for business growth and sustainability. Balance work on and in the business to ensure growth and success.Theming days and focusing on core tasks can increase productivity and efficiency.Simplify systems and focus on one thing at a time to avoid overwhelm.Take action and be honest about the season you're in and what your business needs.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/Connect with Kesley:Instagram: https://www.instagram.com/kelseymarieknutson/LinkedIn: https://www.linkedin.com/in/kelseymarieknutsonJoin her free Get Shit Done Club: https://www.facebook.com/groups/getshitdoneclub 

In this episode, I share how a team is a reflection of the CEO and we explore three key areas: energy and vibe, consistency and follow-through, and respect. I emphasize the importance of self-reflection and taking responsibility as a leader. I also discuss the need for clear communication, setting boundaries, and being transparent with the team. The episode concludes with the reminder that the CEO's energy and leadership set the tone for the team culture.TakeawaysYour team is a reflection of you as the CEO.Take responsibility for your energy, vibe, and consistency as a leader.Respect your team's boundaries and time.Be transparent with your team, but remember that you are the CEO and not every decision or issue needs to be shared with them.Your energy and leadership set the tone for the team culture.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond! Download Now: https://systemswithsam.com/100k

In this episode, I chat with Simi Awokoya, a personal brand coach for women in corporate and entrepreneurship, about using LinkedIn to attract income-generating opportunities. Simi shares her journey of using LinkedIn to grow her coaching business and attract clients and other opportunities like speaking engagements and brand collaborations. She emphasizes the importance of optimizing your LinkedIn profile as a sales page and leveraging features like the headline, featured section, about section, and recommendations. Simi also addresses the misconception that ideal clients are only on Instagram and explains how LinkedIn offers a level of credibility and a platform to showcase expertise. She provides practical tips for creating content on LinkedIn, including visibility content, educational content, and promotional content. Simi Awokoya shares her strategies for using LinkedIn to market and sell services. She discusses the three types of content that are effective on LinkedIn and emphasizes the importance of showcasing your personal brand and infusing your personality into your content. She also addresses mindset blocks around selling on LinkedIn and highlights the power of storytelling. Simi shares her system for creating three months of LinkedIn content in just one hour per week.More about Simi Awokoya:Simi Awokoya is a personal brand coach for women in corporate and entrepreneurship. She’s helped 100s of women use their personal brand to attract income-generating opportunities for their business, secure brand collaborations and book coaching and services clients- all by using Linkedin. Her work has been featured in Forbes 30 under 30, Financial Times and the British Prime Minister for her services to women's careers and development.TakeawaysLinkedIn can be a powerful platform for attracting income-generating opportunities and clients for your business.Optimize your LinkedIn profile as a sales page, using features like the headline, featured section, about section, and recommendations.Ideal clients are on LinkedIn, and the platform offers a level of credibility and the ability to showcase expertise.Create content on LinkedIn that includes visibility content, educational content, and promotional content.Commit to posting consistently on LinkedIn for at least three months to see results. Create three types of content on LinkedIn: visibility content, lead attraction content, and income generation content.Showcase your personal brand and infuse your personality into your content.Address mindset blocks around selling on LinkedIn and focus on storytelling.Use a system to create three months of LinkedIn content in just one hour per week.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/Connect with Simi Awokoya:LinkedIn: https://www.linkedin.com/in/simiawokoya/ Instagram: https://www.instagram.com/coachsimi/ Join Well Paid & Fulfilled, Simi's email series sharing entrepreneurship advice for Black women: https://coach-simi.com/email/Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond! Download Now: https://systemswithsam.com/100k 

In this episode, I discuss the importance of consistency in business and provide steps to improve consistency. I also discuss the need for systems and structure to maintain consistency, especially as a business owner wearing multiple hats. The three-step process for creating consistency includes clarity, structure, and systems. I recommend starting with clarity by defining what consistency looks like for the business and setting goals. Then, create a structure and map out processes to ensure tasks are completed consistently. Finally, build systems by implementing tools, automations, and delegating tasks. Takeaways: Consistency is crucial in business and requires systems and structure.Start with clarity by defining what consistency looks like and setting goals.Create a structure by mapping out processes and tasks that need to be done consistently.Build systems by implementing tools, automations, and delegating tasks.Start with the messiest area of the business and gradually improve systems over time.Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond!  Download Now: https://systemswithsam.com/100k Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Jackie Simick, a business mentor and EFT tapping practitioner. Jackie shares her journey from the corporate world to her current business, which combines private equity business acumen with subconscious mindset tools. She explains how EFT tapping works and the importance of healing and facing negative emotions. Jackie also discusses attachment styles in relation to business and provides tips for anxious and avoidant attachment styles. Finally, she shares her systems and processes for consistency and empowerment in her own business.More about Jackie Simek:Jackie Simek is a business mentor and OG eft tapping practitioner who helps women who are all in scale to $30k months and beyond sustainably and internally regulated. She’s the creator of the Attachment Style to Your Business Assessment and has helped 100’s of women scale businesses that support a flexible lifestyle and exceed income targets. A former CPA, Jackie leverages her private equity business acumen with her expert subconscious mindset tools to offer 3 programs: Authority, Boss & Icon; as well as Thank You, More Please, a money mindset healing program and private, high-touch Partnership Coaching. TakeawaysEFT tapping is a technique that combines gentle tapping on specific points of the body with focused attention on negative emotions and beliefs. It helps to rewire the brain and release emotional blockages.It is important to embrace and heal negative emotions rather than trying to maintain a constant state of high vibes. This allows for a more authentic and grounded approach to personal and business growth.Attachment styles, which are typically associated with relationships, can also apply to our relationship with our business. Understanding our attachment style can help us identify patterns and behaviors that may be holding us back.For anxious attachment styles, it is important to build in touch points and feedback loops with clients, set boundaries, and learn to trust and empower your team.For avoidant attachment styles, it is important to delegate tasks, create systems and processes, and build trust with your team and clients.Implementing systems and processes, such as using a Gantt chart for project planning and identifying three non-negotiable tasks each day, can help create consistency and empowerment in your business. Consistency is key in business and personal life. Establishing sustainable systems and daily non-negotiable tasks ensures long-term successMeasuring data and being responsive to it allows for informed decision-making and system optimization. Regularly assess metrics and make necessary adjustments.Building a strong foundation is crucial for business and personal growth. Establishing systems and structures creates a solid base for success.Jackie Simek's Authority program helps experts position themselves as authorities in their industry and provides the necessary foundations for growth and success.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​Connect with Jackie Simek:Instagram: https://www.instagram.com/jackiesimek/ Resources from this episode:Attachment Style Quiz: https://bit.ly/BusinessAttachmentStyleQuiz 

In this episode, I walk through two examples of real systems audits that I have done. The first example is an executive coach who needs help with client onboarding systems and sales. The second example is a fitness coach who needs assistance with content creation and inbound leads. I share recommendations for each business, including setting up project management tools, outsourcing tasks, and mapping out client experiences. I also suggest creating urgency in evergreen programs by offering monthly bonuses. You can get your own free Systems Audit as a thank you for listening! Fill out the form linked below. TakeawaysSystems audits can help identify areas of improvement and provide recommendations for streamlining business processes.Setting up project management tools can help organize tasks and improve efficiency.Outsourcing tasks to virtual assistants can free up time for business owners.Mapping out client experiences and creating personalized touchpoints can enhance the onboarding process.Creating urgency in evergreen programs can increase interest and engagement.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​Resources from this episode:Get a free systems audit! https://portal.systemswithsam.com/public/form/view/64f5b533d4416a003aa9b0d2 

In this episode, I chat with Alex Davis, a certified public accountant and financial planner, about money blocks and their impact on business growth. We discuss the importance of money and systems in business, the challenges faced by single parents in entrepreneurship, and the influence of money blocks on decision-making. Alex shares tips for overcoming money blocks, including self-reflection and tracking financial data. We also emphasize the need for support in financial management and understanding personal money stories.More about Alex DavisAlex is a Certified Public Accountant, Certified Financial Planner professional, and Licensed Life, Health, & Annuity Agent. She is the Founder and CEO of AGA Tax and Consulting Services LLC, a boutique tax and financial coaching firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money.TakeawaysMoney blocks are beliefs and thoughts that hold you back from achieving your financial goals.Self-reflection and understanding your money story can help identify and overcome money blocks.Tracking and analyzing financial data is crucial for making strategic decisions in your business.Getting support from professionals, such as bookkeepers, can help manage and optimize your finances. Addressing money blocks and exploring the relationship with money is crucial for financial well-being.Getting real with your numbers and determining your freedom number can help alleviate financial stress.Overcoming scarcity mindset and money worship is essential for enjoying life and being present.Strategic tax planning, including maximizing deductions and choosing the right entity for your business, can help minimize tax payments.Implementing systems and organization in financial management can streamline processes and reduce stress.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​Connect with Alex Davis:Website: http://www.agataxservices.com Instagram: Https://www.instagram.com/alexandriachanel_cpa Resources from this episode:Find Your Freedom number to operate from a place of confidence and not fear. https://alexcdavis.myflodesk.com/freedom-number-workbook 

In this episode, I share four questions that should be asked before making a big investment. The questions are based on my own experience investing in coaches and programs and the observations of my clients. The first question is whether to hire a coach or a service provider. The second question focuses on clarifying what you want to achieve and taking responsibility for the results. The third question explores whether you are ready to step out of your comfort zone. The fourth question examines whether your business is prepared to scale and handle the desired results. TakeawaysConsider whether you need a coach or a service provider for your business.Get clear on what you want to achieve and take responsibility for your results.Be ready to step out of your comfort zone and do what it takes to achieve your goals.Ensure that your business is set up to scale and handle the desired results.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​

In this episode of Beyond the Systems, I interview Sam Chlebowski, the co-founder of Motion.io, about his journey as a tech founder and scaling his previous employer, Brighter Vision, from 250 to 5,000 customers and eventual acquisition and then pivoting into co-founding a Client Portal tool, Motion.io, with two friends. We chat about the importance of taking small steps and being intentional in the early stages of building a business. He also discusses the challenges and wins he has faced as a first-time tech founder, including the decision to pivot and rebuild the product. He highlights the trends in marketing and client experience, such as the rise of video content and the demand for a digital client experience. We also discuss various tools and automations used in Motion.io and his personal favorite systems and tools he uses in the business. More about Sam Chlebowski:Sam Chlebowski is a fellow systems person. He is the co-founder of Motion.io, an online client portal tool, and he is passionate about helping business owners create scaleable systems that allow them to generate more leads, close more deals, and run their businesses without feeling like they're running out of breath. He is inspired by the firsthand impact he's seen these systems make.Before Co-founding Motion.io in 2022, Sam led the sales, marketing, and customer success teams at Brighter Vision, helping to scale the web design agency from 250 to nearly 5,000 customers and an eventual acquisition in 2020.Takeaways:Take small steps and be intentional in the early stages of building a business.Don't be afraid to pivot and rebuild if it aligns with the needs of your target audience.Focus on providing a digital client experience that is transparent, personalized, and streamlined.Stay adaptable and responsive to the changing trends and expectations in marketing and client experience.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​Connect with Sam Chlebowski:Website: http://motion.io Motion.io Instagram: https://www.instagram.com/motion_dot_io/Personal Instagram: https://www.instagram.com/samchlebowskiPersonal LinkedIn: https://www.linkedin.com/in/sam-chlebowski-80041694/Resources from this episode:Try the free trial of Motion.io + save 50% on your first few months with code SYSTEMSWITHSAM. https://app.motion.io/register?_go=systemswithsam. Related episodes:Listen to My Episode on Motion.io’s Podcast: Designing Growth: https://motion.io/client-onboarding-experience/ 

In this episode, I breakdown how to know who to hire first or next in your business. We chat about the importance of clarity and identifying key tasks to outsource. I also share questions to ask yourself about tasks, such as whether they are CEO tasks or if they directly move the needle forward in your business. Plus, I break down the 6 most common hires and their differences, like a virtual assistant vs online business manager, social media manager vs content assistant, and client success manager vs customer support. Takeaways:Get clarity on where you need help the most in your business before hiring.Ask yourself if a task is a CEO task or if it directly moves the needle forward in your business.Consider the technical skill level and budget when hiring.Start by hiring an assistant role to practice delegating and stepping into a CEO role.Assess if your business is ready to hire and if systems are in place.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​Resources from this episode:Want the full training and all the templates you need for hiring? Check out my Your First Hire Starter Kit: https://systemswithsam.thrivecart.com/your-first-hire/ Related episodes:Do This Before Hiring: https://www.buzzsprout.com/2301226/14470640

In this episode, I chat with my friend Felly Day, the owner of a content repurposing agency, and she shares insights on content repurposing and building a repurposing strategy. She emphasizes the importance of transforming content and avoiding copy-pasting. Felly also discusses the shift in content creation over the years and the need for intentionality in content strategy. She provides tips on repurposing content and shares the benefits of having a content hub. We also chat about overcoming perfectionism and trying new platforms. More about Felly Day:Felly Day is the owner of a Content Repurposing Agency doing things a bit…unprofessionally. After living as an expat in Mexico for 3 years while running both sides of her business, she's relocated to the south of France to plan her wedding with the Frenchman and restructure her business in the lead-up to married life. Felly is big on ditching the "white picket fence" narrative and helping you create a life that provides real happiness. You can usually find her with a cup of tea, a bottle of water and a 90s R&B playlist banging in the background.Takeaways: Content repurposing involves transforming original content into new pieces for different platforms.Avoid copy-pasting content and instead focus on transforming it to maintain impact.Intentionality is key in content strategy, focusing on what your audience needs to hear and what leads them closer to your offer.Having a content hub, such as an organized database of all your content, can help with repurposing and resharing content.Overcome perfectionism and try new platforms, giving them an honest go for at least 30 days.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​Connect with Felly Day:Turn 1 post into 10: https://fellyday.ck.page/leadmag Instagram: https://www.instagram.com/fellyday/ Get 100 pieces of repurposed content in the Remix [affilliate link]: https://samwhizbiz--fellyday.thrivecart.com/remix/6579a5066d6d1/ 

In this episode, I discuss my client's surprise $128,000 month and the behind-the-scenes factors that contributed to this success. The client had a team and processes in place, allowing her to focus on high-level tasks. I dive into the importance of setting up passive funnels and aligning them with the customer journey to support audience growth. A light launch strategy, focused on emails and YouTube, was implemented with careful planning. The key takeaway is the significance of consistency and long-term commitment to systems and processes for sustainable success.Topics covered :Having a team and processes in place allows entrepreneurs to focus on high-level tasks and avoid getting caught up in day-to-day operations.Setting up passive funnels and aligning them with the customer journey can support audience growth and revenue generation.A well-planned light launch strategy, focused on specific channels, can be effective in generating sales.Consistency and long-term commitment to systems and processes are crucial for sustainable success.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​

In this episode, Sophie Griffiths, a marketing strategist and Facebook ads expert, shares her approach to using Facebook ads for growing entrepreneurs. She emphasizes the importance of building a warm audience and creating a sustainable and consistent marketing strategy. Sophie highlights the common mistakes people make with Facebook ads and offers tips for targeting the right audience and crafting effective messaging. She also discusses the benefits of using Facebook ads for businesses earning $10K-15K per month and provides insights into running campaigns with a $15 daily budget. In this conversation, Sophie and I discuss the impact of shared data and ads, overcoming mindset blocks with Facebook ads, the cost of organic growth, the limitations of organic algorithms, systems for business success, and using tools like ClickUp, ThriveCart, and Cal.com.TakeawaysBreak down of Sophie’s Signature $15/day Facebook Ads funnel. Overcoming mindset blocks is important when it comes to using Facebook ads for business growth.Organic growth can be time-consuming and costly, while Facebook ads offer a more targeted and efficient approach.Relying solely on organic algorithms can be unpredictable and limit reach.Implementing systems and using tools like ClickUp, ThriveCart, and Calendly can streamline business processes.Crafting effective Facebook ads copy is crucial for attracting and converting ideal clients.More about Sophie Griffiths:Sophie Griffiths is a seasoned marketing strategist and a Facebook™ Ads expert, dedicated to guiding ambitious female entrepreneurs as they elevate their marketing game to align with their expansive goals.She's the expert you turn to when the rollercoaster of big launches has lost its charm, and you're craving a more sustainable, balanced approach to sales. Sophie is all about crafting marketing systems that work tirelessly in the background, giving you the freedom to focus on what truly matters to you.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ Connect with Sophie:Website: http://www.sophiegriffiths.co Instagram: https://www.instagram.com/sophiegriffithsco/ Quick Guide to Crafting Facebook Ads Copy That Captivates & Convert: https://sophiegriffiths.co/copy-that-converts Audience Builder Course; https://sophiegriffiths.co/abc-live Resources from this episode:ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates/ Thrivecart [affiliate]: https://samwhizbiz--checkout.thrivecart.com/thrivecart-standard-account/ Dubsado [affiliate]: dubsado.com/?c=samwhiz  [20% off your first month or year!]Cal.com: https://cal.com/  

In this episode, I discuss how to start batching content like a pro by creating a content system in five easy steps. I share the importance of having a clear process and strategy, setting up a calendar, having regular brainstorming sessions, batching content tasks, and scheduling content in advance. I also chat about the mindset challenges of last-minute content creation and the belief that no one can create your content better than you.TakeawaysDefine your content creation process and get clear on your strategy.Set up a calendar to plan and track your content.Have regular brainstorming sessions to generate content ideas.Batch your content tasks to increase productivity and focus.Schedule your content in advance to ensure consistency.Address mindset challenges around last-minute content creation and outsourcing.Commit to the content creation process and seek help if needed.Connect with Sam Whisnant:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ Book a Call with Sam: https://www.systemswithsam.com/free-consultation/Resources from this episode:Content Systems Starter Kit: https://systemswithsam.thrivecart.com/content-systems-starter-kit/ ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates/ 

Join Rebecca Hayden, a mindset coach and business mentor, and me as we discuss the power of subconscious reprogramming and its impact on business success. Rebecca explains how the subconscious holds onto beliefs and stories that shape our behavior and how subconscious reprogramming can help overcome blocks. She also shares how balanced launching one of her programs while casually on vacation (and getting engaged!) in New York City. We chat about the importance of strategic planning and operations in business growth, and how your mindset goes hand in hand with your systems,  and she shares some of her favorite systems and tools she uses to run her multi-six-figure business. TakeawaysSubconscious reprogramming can help overcome blocks and limiting beliefs that hold us back in business.Strategic planning and operations are essential for sustainable business growth.Documenting and reusing systems can save time and improve efficiency.ClickUp is a recommended tool for organizing and managing business tasks and projects. Subconscious reprogramming is a valuable starting point for personal growth.Identifying personal blocks is crucial for making progress.Taking action is necessary to initiate change and overcome challenges.Connect with Sam:Services: https://systemswithsam.com/services/ Instagram:https://www.instagram.com/systemswithsam/ Connect with Rebecca:Instagram: https://www.instagram.com/_rebeccahaydon_/Youtube: https://youtube.com/@rebeccahaydon1108Higher Self and I Podcast: https://pod.link/1500633637 Resources from this episode:CEO Quiz : https://www.rebeccahaydon.com/cei-quizCEO Hypnosis Bundle: https://www.rebeccahaydon.com/ceo-hypnosis-bundleThe Higher Self Society Membership: https://www.rebeccahaydon.com/higher-self-society

In this episode, I discuss the importance of having systems in place before hiring help in your business. I emphasize the need for clarity and organization in order to communicate expectations to your team effectively. I share personal experiences and provide steps to prepare your business for hiring, including clarifying what you're hiring for, creating a central hub for your business, and developing systems and standard operating procedures (SOPs). I also highlight the importance of creating space for learning and feedback and remind listeners to have a systems mindset check to determine what tasks should be delegated.Topics covered on Pre-Hire Business Prep: Do This Before Hiring:Before hiring help, it is crucial to have systems in place in your business.Clarity and organization are key to effectively communicate expectations to your team.Preparing your business for hiring includes getting clear on what you're hiring for, creating a central hub, and developing systems and SOPs.Creating space for learning and feedback is essential for your team's success.Having a systems mindset check helps determine what tasks should be delegated.Connect with Sam:Services: https://systemswithsam.com/services/ Instagram: https://www.instagram.com/systemswithsam/ Resources from this episode:Grab my ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates/ 

In this episode, I interview Alex Porterfield, an experienced online business manager (OBM), about pivoting and booking out services as an OBM for Influencers and Creatives. We discuss the online business manager world, working with influencers, tasks as a virtual assistant, transitioning from corporate to OBM, finding clients, building relationships and networking, and starting over to be successful. In this conversation, we share our journeys becoming OBMs, the role of an Online Business Manager, and insights on transitioning to an OBM role and offer resources for further learning.Join us in our free OBM masterclass, Pivot to Profit, on February 19th and 20th: https://alexporterfield.ac-page.com/influencer-obm-academy-pivot-to-profit-masterclass More about Alex Porterfield:Alex Porterfield is an experienced online business manager specializing in providing strategic support for multi-6-figure influencers and women entrepreneurs. With her deep understanding of digital business landscape and her passion for helping others succeed, Alex has become a sought-after business coach, training women on how to become successful virtual assistants and online business managers. Alex's signature programs, Influencer Support Method™  and Influencer OBM Academy™ have helped 40+ women around the world achieve their entrepreneurial dreams. Through these programs, Alex provides comprehensive training on everything from the influencer industry and how to strategically support Influencers to project management and team leadership, giving her students the tools they need to build thriving online businesses.Topics covered on How to Pivot and Book Out Your Services as an Influencer OBM with Alex Porterfield:Starting as a virtual assistant and building relationships with clients can lead to a natural pivot to becoming an online business manager.Transitioning from a corporate setting to an OBM role requires learning the jargon and flow of the online space, but the management skills gained in the corporate world can be valuable.Building relationships and networking, especially on platforms like Instagram, is crucial for finding and connecting with potential clients.Content creation is essential for establishing an online presence and showcasing expertise, and it's important to be authentic and have fun with it.Success in the OBM role comes from a combination of skills, personality, and genuine connection with clients. An OBM is a strategic partner who helps business owners manage and grow their online businesses.Transitioning to an OBM role requires developing skills in project management, systems implementation, and team leadership.Resources like the Influencer Support Method and the Influencer OBM Academy can provide training and support for aspiring OBMs.Connect with Sam:Services: https://systemswithsam.com/services/ Instagram:https://www.instagram.com/systemswithsam/ Connect with Alex:Instagram: https://www.instagram.com/alexporterfield.biz/ TikTok:  https://systemswithsam.com/services/ Resources from this episode:Influencer OBM Academy: https://influencerobmacademy.com/ Influencer Support Method™: https://samwhizbiz--alexporterfield.thrivecart.com/ism-the-membership/ 

Are you ready to triple your 1:1 offer capacity? In this podcast episode, I reveal a powerful four-step strategy that has helped many of my clients break free from their income plateau and scale their businesses.You'll hear about a client who was already making about $20K but felt stuck due to time-consuming administrative tasks. I'll share how we transformed their business by implementing my four-step process that you too can use. We'll delve into how to streamline your offer for maximum efficiency, automate your onboarding process to save precious time, track your clients effectively to stay organized and create a client hub for seamless communication. These strategies are designed to not only increase your capacity to handle more clients but also significantly enhance their experience with your service. Plus, you'll find out how you can get personalized help to implement these strategies in your own business.If you're feeling overwhelmed by your current client load or if you're eager to grow your business without the added stress, this episode is a must-listen!Topics covered in this episode:How I helped my client triple his 1:1 offer capacity.Why your business must have a streamlined offer.What are the common mistakes people make when it comes to the onboarding process?How can you add personalization to automation in your business?Why do you need to track your clients and what should you track?The importance of creating a client hub if you want to triple your 1:1 offer capacity.Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems! Connect with Sam Whisnant:Signature Services: https://systemswithsam.com/services DM me on Instagram: https://www.instagram.com/systemswithsam/ Resources mentioned in this episode:Motion.io - Get 50% off for your first 6 months with code SYSTEMSWITHSAM! ClickUp - Affiliate link BasecampSlackKajabiThinkificTeachableQuote:"If you are really clear, your clients are also going to be really clear and then they will just have a much better experience working with you." - Sam Whisnant

Welcome back to the Beyond the Systems podcast! In this episode, I dive deep into the world of business systems, why they are the lifeblood of your business, and how they touch every facet of your operations.When it comes to operations, I know the word "systems" can be confusing, so I'll break down what exactly a business system is (I promise it's less overwhelming than you think). I'll tell you more about how systems revolutionized not only my own but also my clients' businesses, and I'll share the three core business systems that every entrepreneur should have in place: from content creation and client experience to team management, I cover it all!Whether you're at the start of your business journey or looking to scale up, this podcast episode is just what you need. It's brimming with practical tips and strategies ready for immediate implementation! So what are you waiting for? Let's tune in!Topics covered in this episode:What are business systems and why do they matter?How can business systems help you work less while achieving more in your company?Why is consistency crucial in business and how can systems help you achieve it?The three core business systems that every entrepreneur should focus on.My favorite books I recommend for a deeper understanding of business systems.Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems! Connect with Sam :Signature Services: https://systemswithsam.com/services DM on Instagram: https://www.instagram.com/systemswithsam/ Resources from this episode:The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About ItClockwork: Design Your Business to Run Itself Quote:"Systems create consistency. So if there is an area in your business that you don't feel like you are consistent in, it's because you are lacking a system and a process on how to do that." - Sam 

Welcome to the very first episode of Beyond the Systems podcast! I'm your host, Sam Whisnant, and I couldn't be more excited to finally bring this podcast to life! In this podcast episode, I share my personal journey from a novice in online business to becoming a systems strategist.You'll hear about how I navigated through various roles, learned from scratch, and built a successful business amidst the chaos of a global pandemic and moving abroad. I also reveal how I transitioned from being an online business manager to setting up foundational systems for businesses, helping them scale from $20K months to $100K months, having $250k launches, and streamlining business operations that allowed them to triple their 1:1 capacity!So, are you ready to dive into my world of business systems and understand how they can save you when you are in the middle of chaos? Tune in now, and let's explore how systems can transform your business too!Topics covered in this episode:How I transitioned from having no online experience to falling in love with business systemsThe roles I explored before becoming a systems strategist and how they shaped my careerHow I grew my business so quickly in 2020What prompted my shift from being an online business manager to setting up business systems for clients in 2023.How do business systems help clients scale and improve efficiency in their companies?Ready to clean up your behind-the-scenes chaos and build systems that help you thrive as you grow? Book a call with me to chat more about what’s possible with systems!Connect with Sam:Signature Services: https://systemswithsam.com/services DM me on Instagram: https://www.instagram.com/systemswithsam/ Quote:"When you have the foundational part of your business, really, really solid and streamlined, it makes it so much easier to handle the chaos." - Sam