Maybe we should add a bonus session.
Here are the topics for our two-day retreat: hiring, marketing, work-life balance, how to have powerful sales conversations, pricing and how to raise your rates, the magic of follow up. What do you think?
I could do a live session every day for the 5-day challenge.
No. It’s too much. Too much for us to do, too much for our clients.
We have no shortage of good ideas. We want our clients to feel like they are getting value from working with us, but more isn’t always better.
We need to do less better. I bet you do too.
Do less better is a Let’s Collective mantra. It’s a core practice we try to instill in our clients. It’s baked into the way we talk about marketing and planning. And it’s a habit we are continuing to cultivate. One of my jobs as the Let’s Collective Community and Client Success Manager is to rein Megan in, to remind her that we can provide what our clients need without overwhelming them or our team.
But how do you do less better? How do you figure out what to do (and not do)?
Start with results.
Start by knowing the results you want for your business. Why are you starting a podcast or participating in a summit or creating a new opt-in? How will that action get you to the results you want?
And when you are thinking about your products or services, focus on the results you want for your clients. Do they need to meet with you every day for 5 days? Or can you get them the same results with less of their time—and yours?
Think about revenue.
You can’t do all the things. Which one (aside from client work) is going to bring in revenue? That should be your non-negotiable for the week, or what we like to call your money momentum focus.
Momentum Academy member Sarah Sims used this tip to do less better, “The concept of the weekly money momentum focus is a game changer. I used it today to redirect what I was working on. I was about to do one thing, but realized that it didn’t move me towards my focus, so I pivoted and wrote the email that would get me there.”
Get real about time.
When we try to do all the things without being realistic about time, we get overwhelmed and feel like we’re failing. We train ourselves not to get stuff done. What if instead you looked at your available time and got realistic about what couldn’t happen this week? Ask: Do I need to do this now?
Maybe it could wait until next week or next quarter. Maybe you realize you can let it go. Or maybe somebody else could do it. Megan realized she had too much on her list this week and not enough time to do it, so she delegated writing a blog post to her team.
Planning your time and upgrading your time mindset make a huge difference. In Q1, Momentum Accelerator member Robin Kaplan launched a new course, survived another quarter of remote learning with her kids, and had a staff member leave, but she said, “I have to do less on my list and that’s OK. Things will happen, eventually. I have time to accomplish the really important things and the other things are not a dealbreaker.”
Set up systems.
What are the things you do over and over again? Set up a system to save yourself time. It could be as simple as a checklist of steps for setting up your blog, or a template of how you onboard clients in Asana. It could be swipe file emails for sales for follow up or a weekly check-in with your team.
When you start systematizing, you’ll want to do more. Systems save time by cutting out repetition or having to think through a process each time you do it, and they also make it easier to delegate part or all of a process. Pro tip: Record a how-to Loom while you go through a process and use it to teach the process to someone on your team.
Get a reality check.
Text your mentor. Call your business bestie. Ask your team. Is this a good idea? Does this make sense? It might be a brilliant idea, but it might not move you toward the results you want. It might have a lot of value, but not be the best way to serve your clients.
It’s easy to run with a good idea, but it serves you better to pause, check in on your why, and move forward doing less, better.