Client Before & After: Michelle Ward, the When I Grow Up Coach

Client Before & After: Michelle Ward, the When I Grow Up Coach

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You guys. I have been so honored to work with the unparalleled Michelle Ward (The When I Grow Up Coach) for the last couple of years, as her “right-hand lady,” as she calls it!

As a business coach who helps creative, multi-passionate women start their dream businesses, Michelle is inspiring—in both her personal life (#2timecancersurvivor), and in her honest, thoughtful, and enthusiastic client work.

In fact, it’s only fitting that Michelle kick off this first “Before and After” interview series, since she’s the coach who inspired me to start The Efficient/Creative!

Read all about how her already-established business shifted in our past two years together below. And it’s only getting better!

WHY DID YOU DECIDE TO WORK WITH ME?

Ohmygosh, it’s been so long I don’t know if I can quite remember! I *do* remember that I had such a challenge over the years finding a VA that would stick, whether they weren’t a good fit, or they’d work with me for a bit and then I’d get priced out, or they’d go find a full-time job and leave me behind…whatever it was, I kinda had VA PTSD because of it! But then you signed up to work with me as your coach, and you made such an impression on me – your knowledge, your personality, your skillset, your experience and *the fact that you cared about this work* (which is more rare than you might think) – that I put you in my back pocket! Once we wrapped up that coaching package and I had the need to bring on a new VA, you were the obvious first – and only! – choice.

WHAT WERE YOU STRUGGLING WITH BEFORE WE STARTED WORKING TOGETHER?

Well, the stuff I mentioned above. I needed help with the admin tasks *and* the higher level please-help-me-get-some-systems-in-place work. The fact that you could do All The Things felt like it came from the heavens.

WHAT IMPROVEMENTS HAVE YOU SEEN OR FELT IN YOUR BUSINESS SINCE WE WORKED TOGETHER?

I think we started working together in mid-2018, and I don’t think it’s a coincidence that my business saw a 29% gross revenue increase that year – and then 24% growth last year! I never ever ever would have had the time, headspace, or bandwidth to have launched a new program and open up more client work without you.

CAN YOU TELL ME ABOUT A TIME WHEN YOU NOTICED A SHIFT IN YOUR LIFE OR WORK BASED ON OUR WORK TOGETHER?

I think it’s the ease when we do something the second time. For example, it usually takes us an hour (or less!) to look over and adjust our workflows when there’s a launch for something we’ve already done together, and that is *amazing*. I used to just work from scratch over and over again, or try to piece client onboarding and whatnot like Frankenstein’s monster…but knowing I have you to (a) help me put the systems together in the first place and (b) make it easy to repeat is *everything*.

IF YOU WERE TALKING TO A BUSINESS OWNER WHO IS IN THE SAME PLACE YOU WERE BEFORE WE WORKED TOGETHER, WHAT ADVICE WOULD YOU HAVE FOR HER?

Stop trying to do it all. It’s enough and doing you zero favors – especially when there’s someone like Kate who can take it all on for you and do a better job than you can (#truthbomb).

WHAT’S THE STATE OF YOUR BUSINESS NOW? HAVE ANY UPCOMING OFFERS TO SHARE? 

Ooh yes! I think when you put this out we’ll be just a few weeks away from my 90 Day Business Launch launch. If you’re reading this and are like, “I’d love to work with Kate but I don’t even have a business yet!”, then head to whenigrowupcoach.com/launch because I made this offer exactly for you, and my spring/summer availability is *super* limited.

WHERE CAN WE FIND YOU AND YOU WORK?

Website: whenigrowupcoach.com

Want to see your coaching or creative business get more clients, more money, and more time freedom with less effort? Want to feel more relaxed while knowing that more work is getting done? AND do you want to shift from “burned-out businesswoman” into a true CEO who is serving her mission—not wasting time on admin? Then you’re perfect for Set Up to Scale Up, which is booking consult calls NOW for spring and summer 2020 spots! These slots fill up fast (and I only take one new client per month), so book your consult call today!

When Is “DIY”-ing Your Business More Expensive Than Hiring Help?

When Is “DIY”-ing Your Business More Expensive Than Hiring Help?

Diy Your Biz

If you’ve been with me for a while, then you probably know that I’m kind of a super nerd when it comes to time-tracking. But if you’re not a super nerd like me, let me break down this common scenario for you.

If you have even 2 clients, you’re spending at least 5 hours a week on admin and marketing tasks.

Let’s say your hourly price breaks down to around $100 per hour. If you’ve been in business a while, it’s likely higher than that, but we’ll go with this nice, round number for now.

So that means, if you’re doing 5 hours a week on tasks that someone else can be doing, then that’s $500 you’re leaving on the table. Every. Week.

That’s $2000 a month.

And that’s a low estimate!

I was talking about this issue with my mentor Mel Pharr and she told me, “I have the perfect example of this and I want you to use it.”

Years ago (when she was still DIYing her biz), she spent 12 weeks making her own website and writing, formatting, and scheduling her newsletters.

Time spent? 132 hours.

Revenue generated? $0. Plus, she was overwhelmed, frustrated by tech issues, and had no energy left for the parts of her business she actually loved. But at least she had a website?

After that, she shifted so that she would be concentrating her time on CLIENT-ATTRACTING WORK over the next 12 weeks: Direct outreach, creating webinar content, and offering assessments to potential clients.

Time spent? 76 hours.

Revenue generated? $28,882.

LET THAT SINK IN.

Plus, she was fulfilled and energized by the work she was doing, and confident that she finally had built the sustainable business she desired.

If that’s not the perfect example of what can happen when you STOP saying yes to doing all the things and START saying yes to running a real, sustainable business, I don’t know what is.

And I can’t speak for other support people out there, but I can speak for what happens when you work with me.

When you say yes: You know that your biggest needs are being met because we’ve dug deep in our strategy session to dial-in to your goals, your strengths, and what really drives and energizes you.

When you say yes: Those 5, 10, 15 hours you were spending every week on admin and marketing? Boom. Now you’re spending that time making an impact with your clients AND attracting new ones.

When you say yes: If attracting more clients isn’t your jam, you could also spend those hours going hiking, playing with your dog, or having cocktails with your girls. It’s your time again.

When you say yes: Your systems are seamless, your clients get a professional experience, and you didn’t have to spend hours and sacrifice untold energy to create it!

I’m booking calls now for spring and summer spots for my most comprehensive client package, Set Up to Scale Up. If you’re ready (or just curious) about what it could mean for your business to finally have real business support, book a free, no-obligation consultation now.

5 Things You’re Doing Everyday That Make You Feel Overwhelmed (and What You Can Do to Regain Control)

5 Things You’re Doing Everyday That Make You Feel Overwhelmed (and What You Can Do to Regain Control)

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I’m not really into generalizations, but I don’t think it’s much of a hot take to say that we live in a culture (and we’re part of an online business market) that deals with a lot of feelings of being overwhelmed. 

It’s a common complaint from my solopreneur clients, fellow parents, and most people I hear from in the online business owner world. I know it’s something I face on the regular. You probably do, too, yes?

Part of it is definitely beyond our control (thank you, 24-hour news cycle!) But there are still ways we can regain some calm in our physical spaces, our time, and our chattering monkey minds to lessen the overwhelm we deal with every day. Ready to take back control? Me, too.

Overwhelming Habit 1: Notifications

At the beginning of the year, I switched from an Apple phone to an Android. When I had my iPhone, I had pretty much all of my phone notifications switched off and only allowed the really important ones (phone calls, text messages, and reminders).

But when I moved over to Android, even though I would say “Don’t allow notifications,” I still seemed to be getting notifications from a lot of my apps. Really weird ones that I don’t care about. 

Like the fact that some product went on sale at Amazon.

I’m continuing to fine-tune my settings all the time (seriously, Android), but I noticed that I feel physically tense every time I get a notification. Is it something I actually need to pay attention to? Can I ignore it? Well, I guess I’d better check it just to know!

And then once the phone is in my hand, it’s like I think, “Welp, might as well check Instagram.” Ugh. 

Notifications may not be a huge deal in the scheme of things, but it’s distracting enough to impact your day, especially if you get multiple notifications throughout the day. I’m definitely not the first person to advise this, but seriously: turn off almost all of your phone notifications. You do NOT need to know the moment every email comes in or someone responds to your Facebook comment.

That almost-insatiable need that we feel to respond immediately to requests doesn’t just rob our productivity, it also contributes to that feeling of being overwhelmed. 

When you give a person or thing permission to interrupt you, you’re relinquishing control of your time. You’re basically handing over control in a box with a big red bow. Who is benefiting from this gift? Be discerning with who and what is allowed the gift of your limited time and attention. 

Overwhelming Habit 2: Task-Switching (aka Multi-Tasking)

Task-switching is kind of woven throughout all of these habits, but I thought it deserved a mention of its own.

By now, you may have heard people say that “There’s no such thing as multi-tasking.” And while I think that argument is at least partially semantic, it’s a helpful reminder that switching gears from one focus to another is not a seamless process.

It takes time and mental energy to switch focus, so in order to take back a little more control, reduce task-switching as much as possible.

Here’s what this might look like in practice. 

I block out my time for the week every Sunday or Monday. But, for some reason, it took me a while to figure out why I wasn’t actually getting 3 hours of work done when I blocked out that time.

The reason? Task-switching. When I stopped doing one job and started doing another, I had to go back and review notes, open new browser tabs, stop and restart my timer app, and so on. We’re not machines. And I wasn’t accounting for that transition time in my schedule, which meant that I always felt a little behind.

Now I make sure to add a little bit of a buffer between my time blocks to account for task-switching time AND get a more accurate sense of how much I can get done in a day.

One popular way to reduce task-switching is with “batching.” In other words, do similar activities in the same block of time (and mark it out on your schedule in advance.)

This may look a little different for everyone, depending on your tasks. 

I like to batch my client work together as much as possible. So I’ll do all of my work for client A and client B on Monday, for instance. Then Client C Wednesday, and so on. 

But for you, it might make more sense to batch similar types of tasks together. Content brainstorming might all go together, for instance, and you might set aside time to come up with all of your ideas for social media, blogs, and videos all in one day. But then you might save the writing for a separate time when you can just focus on writing itself.

It will probably take a little bit of trial and error to find the right combinations for you, but you’ll feel the difference in your mental energy when you’ve found a good flow.

Are you someone who pushes back at this idea? Are you afraid that reducing your multi-tasking will make you bored more easily? I’d love to know if you’ve tried this before and what your experiences were (positive or negative!) Write back and let me know.

Overwhelming Habit 3: Writing Scrap Notes

Ooh, ok, I can feel a little bit of push-back on this one (maybe that’s all coming from me because I tend to take a lot of scrap notes).

Here’s the thing. It’s not bad or wrong to jot down a quick note on a scrap of paper (especially if you finish with it soon and then throw it away). But if we’re being honest, it’s also not the best habit if we’re trying to reduce mental clutter and overwhelm.

I once took a time-management course that talked about the concept of “gathering spots” and this idea was kinda revolutionary for me. The nutshell version is this: every place (physical OR virtual) where you store information is a place that you then have to keep track of.

So to feel less overwhelmed, reduce the number of places where you allow information to be gathered. This includes every email inbox, every place you store papers, files, digital notes, etc. According to this training, the average number of gathering spots for a person is 30-40. But the ideal number of gathering spots is 6. 

When I did this exercise a few years ago, at the time I counted 72 gathering spots. Thanks, ADHD!

And do I have 6 gathering places now? No, I definitely still have more than that, but I’m mindful about keeping my information in one spot as much as possible. A lot of people like Evernote for this because you can store information in a lot of different ways, share it, etc. I personally use GoodNotes instead because their Apple pencil integration was far superior to Evernote for me (and I love writing notes by hand).

I even integrate my bullet journal into GoodNotes! This was kind of a big deal for me, guys. I love my BuJo and I don’t want to give it up. But I also know that I prefer to store info digitally as much as possible. 

I set up GoodNotes to house each category that used to be in my BuJo (except for my monthly and weekly trackers, which I still keep in my BuJo because I don’t store them digitally.) 

Then I took a photo of each page of my BuJo and uploaded it to the correct category. The awesome thing about this method is that I can toggle back and forth. I can take digital handwritten notes, typed notes, integrate photos, pdfs, etc. Whatever I need in the moment, I can put in GoodNotes AND keep everything organized AND in one spot. Talk about reducing overwhelm.

Overwhelming Habit 4: Social Media

I told you guys up front this wasn’t all hot takes, but don’t click that next button just yet! 

Is it surprising to anyone that social media contributes to our feelings of overwhelm? I’m guessing not. Regardless, I hope to share some helpful reminders (or maybe an option you’ve never thought about) for dealing with social media overwhelm.

Whether it’s comparison-itis, Aunt Gretchen’s politics, or that one friend that posts every scary climate change article in existence, there’s no shortage of ways that social media can stress us out.

And while it may not be feasible for us to reduce our social media consumption as much as we fantasize about doing, there are ways to get back some control over it.

  1. Use the “unfollow” feature. Liberally. Seriously, if Aunt Gretchen’s posts stress you out, unfollow them. This doesn’t mean unfriending her (and then incurring her wrath about it at Thanksgiving), it just means managing your settings so that you don’t see what she posts. Out of sight, out of mind.

  2. Use an app to block certain keywords from appearing in your feed. I used an app for a while called Social Fixer that worked pretty well to block out election-related posts. But there are more out there. Here’s a post that lists a few to try out (it’s not a brand new post so caveat emptor).

  3. Give your phone a home (other than your pocket). This is one that I’d really like to do more often. When you’re at home, consider housing your phone on a shelf or desk; somewhere where you’re not tempted to reach for it at every opportunity.

Overwhelming Habit 5: Putting Out Fires

This goes back to habits 1 and 2 (notifications and task-switching), but, again, it needed a special mention. 

When you’re the boss, it can be easy to wind up spending your whole day putting out fires: those little tasks that pop up that feel like they demand immediate attention. And when you spend all day putting out fires, you might be getting a lot of work done, but it’s reactionary work. It is not business-building work.

That may be fine from time-to-time, but you will feel the pain if you let your business building work fall to the wayside. 

To avoid building a habit of putting out fires, I suggest developing a system for incoming requests. It might look something like this:

  1. Schedule your inbox check-in times in advance (allowing enough time in this block to send quick responses).

  2. At your inbox check-in time, go through and process your new emails. 

  3. If a response will take you less than 3 minutes, go ahead and do it. 

  4. If responding/resolving will take more than 3 minutes, then don’t respond immediately. Instead, decide three things: what needs to be done, when it needs to be done, and where the email’s home is.

Here’s how this might look in practice. I set up filters on my inbox that automatically label emails by their category (each client, mastermind groups, etc.) So already, my emails are going to their appropriate “homes” for easy reference (even though they’re still coming to my inbox).

When I check my email, if it’s something that needs to be done later, I add a label: “Kate To Do”. I colored that label red so that it stands out to me when I’m glancing through my inbox. 

So at a pre-scheduled time each day/week I go through the “Kate To Do” items and resolve them (and remember to remove the “To Do” label when they’re done.)

You could even break down your “To Do” labels by when the items needs to be done, if you want, like “To Do Monday”, “To Do Tuesday,” etc. Careful not to overdo it with the labels, though. At some point if they become hard to remember or manage, they will cause their own sense of overwhelm!

You Need A Project Plan And Here’s Why

You Need A Project Plan And Here’s Why

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If there is one professional piece of wisdom I can bestow upon my clients in this lifetime, let it be this: In order to be successful in your launch, you need a project plan. Sure, it’d be nice if you committed the “why” to memory (partly because I outline it so nicely for you here, and also because it will be useful for you personally in the long run) but truly, if you take away one thing, just remember you need a plan. Done. Period. End of sentence. 

Plans are awesome. 

Plans operate as well-lit, spacious express highways headed straight towards your successful launch. They give you guidance. They also have room for you to change lanes, speed up or slow down as necessary. And most importantly, they get you where you need to go in the most efficient way possible. 

Ah, reader. I love plans (and a good analogy, clearly.) 🛣️ 

By making a plan you are effectively giving yourself…

  • Clarity. 💎 You’ll encounter fewer obstacles as you work your pre-planned system, which will also effectively elevate other areas of your work, too. A plan will help you get to know your client better, strengthen your messaging, and aid in more powerful marketing.

  • Relaxation. ☀️ Or more specifically: the gift of time management. Once you identify what needs to happen and when, you will consequently be identifying time slots that call for work and time slots that allow for rest. With this peace of mind, you’ll avoid that wake-up-in-the-middle-of-the-night-panic that happens when you realize you’ve forgotten something important, because it will already be accommodated for in the plan.

  • Customization. 📝 By crafting your own, one-of-a-kind plan, you are innately giving yourself permission to do it the way you want to in a style that works best for your business brain and heart. Following someone else’s template or simply winging it doesn’t cater to the unique, special things that make you such an awesome business owner!

  • Momentum. 🏃‍♀️ With a clear goal in sight and thoughtfully-designed milestones laid out along the way, you will have confidence with each step you take forward. This will also make it easier to check items off as you go. Once you hit “launch,” you’ll be able to look back and say “Wow, I did all of that?” 

Without a plan you are leaving yourself vulnerable to…

  • Confusion.😖 How many times have you been in the shower thinking about the work day ahead and feel crystal clear on how you’re going to tackle it all, and then by the time you get to your work desk, all you can remember is “check inbox” and “make coffee”? My guess is: a lot. That’s how the human brain works. By leaving all of your launch steps in your head without organizing them on paper (computer, or other) you’re risking getting lost in the mental shuffle!

  • Overworking.🤯 Sure, the main point of a plan is to make sure you achieve what you’ve set out to achieve, but an added benefit is a plan allows you to work effectively and efficiently. Without one, you risk missing key steps that then have to be dealt with last minute, overworking certain elements that really should be left alone, and ultimately chewing into precious weekend, holiday, or family hours that should be set aside for R&R.

  • Decision-making paralysis. 😵 Without a game plan, you might find yourself overthinking or overanalyzing ALL OF THE THINGS that need to be done, making it virtually impossible to start any single task. Feeling like everything must happen at once can effectively shut a project down. Putting 10 percent into a hundred things only moves the needle forward so much, which might make you say, “Ugh, this isn’t worth it!” and scrap the project all-together.

  • Wasting resources 🤑 like time and money on items that feel really important in the moment but you could have avoided had you given yourself the opportunity to see them coming down the pipeline. 

Now, you might be sitting there reading this thinking, “This is all well and good, but I don’t even know where to start! I know what I want to happen, but I’m having a really hard time identifying my very first step, let alone how many steps there will be in total!” 

Yup, I get that. Here is what I recommend: As soon as you are done reading this article and ready to start your really impressive, super responsible plan-making process, take a big piece of paper (or big empty Word Document) and give yourself time to have an almighty, cathartic, *brain dump.* 

A brain dump is when you take every single thought in your head as it relates to your project and write it down as it comes. Don’t judge it. Try not to analyze it. Just write it. 

Once you have everything bouncing around in your brain in one piece, you will have effectively made mental space to begin the task at hand and have a frame of reference for the scope of this project. With everything in front of you and a clear mind to back you up, you can fully begin to get organized. 

That, and you can call me. 

I’d love to help you plan your next big project and Craft a Custom Launch to your specific needs. As part of our 3-hour planning intensive, we can walk through your own glorious brain dump together. With all of the pieces floating beautifully in front of us, I’ll help your create a project plan that makes your business-building brain feel like it went to the spa. And that’s just one small piece of all the goodness you’ll get out of it!

What Is a Back Wall (and Why Do You Need One?)

What Is a Back Wall (and Why Do You Need One?)

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When my husband was in graduate school for English, he had a professor named Chris Bachelder who, among other things, introduced him to the concept of the “back wall”. This is one of those ideas that has now weaseled its way into our relationship short-hand, so it’s a concept I think about a lot.

In writing (movies, TV, or literature), the idea of the “back wall” is that the reader or audience should always know what the characters are working toward. In other words, you should have some idea where the story is headed and it should be clear that the audience will know when the character has gotten there.

This isn’t always the main plot point, either. Rather, it’s the most immediate problem or question that needs to be resolved. So good stories will generally have multiple back walls. And when one is reached, another one will be there to replace it, just further away.

LET ME TELL YOU A STORY THAT WILL HELP EXPLAIN WHAT THIS HAS TO DO WITH PRODUCTIVITY.

My family went down to Nashville for a month to stay with my (incredibly generous and patient) parents. While we were there, my mom had given each of us a to-do list to help her prep for a big party they were hosting.

My (beautiful, wonderful) mother is… singular in the way she approaches delegation.

When I ask her what she needs me to do, it will often turn into a much longer conversation that sounds something like, “Well, we need A, B, and C, but when the cleaners come, that means that B is then going to need D and E, but we won’t know until later, and it will just be easier if I do A, and I think your dad said he might take care of C.”

Which means I’m usually left sputtering in my head, “So… what do you need me to DO?”

“I need a back wall,” I told Cory as he and I were working through our respective to-do lists. “I need to know exactly what she needs and what the end point is, otherwise I feel like everything she needed is only half-done because I’m not clear on what she’s asking me to do.

In other words, we needed clear direction and we needed to know when the work would be done.

This is not only a super helpful reminder for any of you who delegate work to VAs or other assistants, but it’s also helpful in your daily to-do lists. Does your day, week, or quarter have clear direction? Are your goals specific? Do you know when you’ll have reached them?

MAKING THESE DISTINCT AND CLEAR HAS A HUGE IMPACT IN YOUR MOMENTUM IN YOUR WORK.

Cory recently told me that the way he works through to-do lists is that he will keep adding items to his list as he works through it. And what this means is that by the time he finishes the 10 items he expected to get done, when he looks at his list, there are 25 more items on it.

It exhausts him and makes him feel like he will never get done. He never gets that feeling of accomplishment, of a job well done. That little shot of dopamine that tells your brain, “Hey, good work!”

He needs a back wall.

Deciding your back wall for the day can be as simple as deciding your top three (or 5… or 1, even) priorities for the day, then knowing that if you finish those and that’s all you can handle for the day, you can stop. Or you can set a new back wall and keep moving.

I recently sat in on a webinar led by one of my favorite business coaches and humans, Michelle Ward (The When I Grow Up Coach). She reminded us in the webinar of that handy little “45-minute timer” tip.

Decide that you’re going to work on something for just 45 minutes. It’s a short enough time that it feels manageable, but a long enough time to actually accomplish some work.

Not only is that so true, but it’s also a great example of instituting a back wall. The end of that 45 minutes is your back wall, and when you get there, you get to choose whether or not to set a new back wall. AND when you get there, give yourself a pat on the back and acknowledge what you accomplished!

So what’s your back wall for the day? Hit “reply” and let me know