Weekly-ish notes on navigating big change

tools

The business tools I use

Writing about the tools I use in my business for tomorrow's post. What do you use?

As you know, my mission  is to help  you build the business that best suits YOU. All of my classes, books and adventures are built to help you discover what's true in your business and what will work for you

This means that although I write about the journey of my own business exploration, I don't do a lot of recommending, or telling you specifics of what I do. It's not that I don't want to share, it's that I don't want you to get distracted by what I use instead of figuring out what works for you.

That said…I love reading these kinds of posts. And there are a few questions that I end up answering via email and Sessions, so I'd like to put all the answers in one place. (This was inspired by Elise's Baby FAQs. If you have a new baby, you should read this).

Keep in mindthis is what works for me, with my specific business. I work with many creatives who use an entirely different set of tools.
(You can ask them directly, inside the Starship – which opens tomorrow. Sign up here if you're curious.)

My website.

My domains are registered with NameCheap. Nathan does my hosting + WordPress pampering. My entire website is built on WordPress. I love it and tell everyone to use it. (Even my mom can use it easily for her site.)

Design

I built my first few websites on my own, with a combination of free WP themes + a couple of edited images (BCB is all me, baby). If you can add some text to an image with Gimp or Photoshop, I highly recommend DIY-ing it until your business can afford to hire a designer. Why? Because you'll want to know how to do absolutely everything in your business.

Even so, there are many  things to keep in mind to make your site as effective as possible. Be ready to tweak it endlessly and make it better and better. I go over the necessary parts in detail in Market Yourself, so if you want more, check out Chapter 4.

That said, at some point, you are going to want your site to match the awesomeness of what you sell. And unless you sell website design, you probably can't do it on your own. Once your business has started to make a profit and pay you, then think about hiring a designer.

The one thing I wish I would have understood earlier?
There's a vast difference between a “website” and a “visual brand”. Getting a website designed does not mean that your company has a visual brand. So if you're totally graphically-thinking-impaired (as I am) – you probably want someone to create a visual brand for you, before you worry about website design (you can always implement their branding into your existing website.)

Right now I'm working with Jessika to create a visual brand and I love her. The main thing is to find someone who's aesthetic truly matches your own and who gets you AND your community. Jessika totally nailed my visual branding in the very first try.
(You're going to see it soon!)

Shopping carts and buy buttons

For the past 3 years I've used a combination of PayPal buttons + E-junkie buttons (with my own button images.) Paypal is quick and easy. E-Junkie is also super-quick and has the added benefit of sending an automatic email with the info you need when you join a class or buy a download. (But it does cost at least $5/mo.)

Next month I've moving everything to WooCommerce, which will also let me send you an automatic download and will have the added benefit of everything being in one place. (This has been the biggest failing of this website so far – there's not a very clear “this is what I sell” space. You can find it all linked here, but that hasn't been effective at communicating it. How do I know? I answer the question “How can I work with you?” weekly.)

However, if you have a product-based business, I suggest you go with something that “manages” your shop for you and is super-easy to add items to. I recommend most brand-new-to-online-selling folks use Etsy. After you get the hang of that and you build up your own audience (through your own site and newsletter), then move over to your own shop, with Big Cartel or one of the other options. There are many, and I haven't tried any of them, so I recommend asking other makers. (We have a thread on this in the Starship.)

Newsletter software.

You know I heartily believe everyone should be communicating with their biggest fans via email (I talk a bit more about it in this podcast). And that autoresponders are the easiest way to get everyone on the same (ready-to-buy) page. I love Mailchimp for managing all of this. I've been with them for 5 (!) years and couldn't be happier. A few of my students found it overwhelming, so they went with TinyLetter which is much simpler.

 

Social media management.

Even though I have a Number One (a virtual assistant), I do ALL of my own writing. That includes the blog, newsletter, and everything I post on Twitter, Facebook and Instagram. Everything you see online is actually me.

I think it's important to get that out of the way, because there seems to be an assumption that people get assistants to deal with social media. And to me, this makes no sense. Social media might be the first place you meet me (either because someone you follow retweets me or tweets directly to something I made), so why would I want that first impression to be anything but personal?

That said, it makes sense to make sure that what I write actually gets seen by my followers, so I use Hootsuite to schedule some Twitter + Facebook posts. It's very simple (and free) and I like that it allows me to share a zillion things as soon as I find them (which is often all at once), without overwhelming you, the reader. It also allows me to share a new blog post a few times a day, whether I'm online right then or not.

Even when I'm posting in “real time”, I don't hang out afterwards to have conversations. Instead, I log on to reply and have conversations when I have the time throughout the day (taking a break from other work, standing in line, etc). This time-shifted conversation is exaclty why I like Twitter! Although some conversations do happen in real time, I don't think anything's lost by time-shifting it.
What is gained is a lot more productive time and keeping my focus. While I love having conversations and connecting (love it!), I can't let it take over the equally-important creation time. To keep it reasonable, I often work with a Pomodoro timer (and go to social media on 5 minute “breaks”) and I have Nanny for Chrome installed. (But I very rarely trigger it.)

E-courses

There is SO much software out there for e-course development…and I actually use a lot of it!
The easiest way to hold an e-course is to load your content into an autoresponder in Mailchimp and when the person buys, send them an email with the sign-up page for the email list. I've used E-junkie to automatically send this email immediately. This is how my Automagical Emails class works.
That'll work for an independent study class, but what if you're holding the class “live” and you want everyone to discuss things? For a fixed-time class with automatic course delivery (you load it in and it goes out on your schedule), I really like Ruzuku. I used it for the last live Pay Yourself and for Explore You and the students really seemed to like it.
Now, that works for a specific timeline of the class, but for an ongoing community (like the Starship), I use Ning – which provides both the forum we use for conversation + a live chat space. You can also use a private Facebook group for this, but I find it a little more difficult to track the conversations and I don't like that things aren't archived and easy to search for. There are multiple WP plugins you can use to create a forum + community on your own site, but I haven't found one that works as intuitively (for the user) as Ning.

 I'd love to hear if you have a favorite?

 

Planning.

Here's the system I use to plan everything from my big years-long goals to my daily to-dos:

At the beginning of each year (and again at my birthday in June), I think through all the high-level stuff, using the Chart Your Stars Guide (available only in the Solo Mission or Starship). I set big goals and try to list all the little things I wanna do.

Each quarter, I use the Star Chart to pick a Destination. This is my Big Focus for the next three months. I use the Map Making Guide to break it down into all the Mile Markers and tiny To Dos. (I also review the last quarter so that I can learn from what did and didn't go well.)
(This is also when I create a content calendar and start filling it in.)

Each month I review where I am and what I need to do to get to my Destination (I send these reassessment questions out to the Solo Mission Starship). I use it to figure out what I need to get done this month. (Often I've already set deadlines while Map Making, so this is already mainly figured out for me.)

Each week, I make a Master List of everything I wanna get done this week. I double-check to make sure there are actions moving me towards my Destination + all the little stuff that has to be done week in and week out. (Blog posts, email ketchup, shipping books)

Each day, I check my weekly list and pick things from it to do today. I write a new To Do list everyday. I try to keep it reasonable (what I could really get done that day), but I find I actually get more done when I have more listed. (When I have few things listed, my brain thinks: Oh, you have 8 hours to do 3 tasks! You should read quilting blogs for a while!) I do star the things that HAVE to be done today and there's NO guilt if other things don't get done.

The actual TOOLS I use to do all of the above:

 

Writing.

 Every (workday) morning, I write, at least 750 words, using 750words.com and a Pomodor timer, while listening to Spotify (usually this playlist). Sometimes I use this time to write blog posts (like this) or email lessons, it's often on a bigger, less immediate project. Sometimes I just write out any problem-solving/thinking I need to do. (But I wouldn't call this a journal or free-writing, as I almost always write with an audience in mind, even if the audience is myself.) If I want to keep what I wrote, I copy it into an Evernote note.

Two to three days a week I have a second writing time, after my Morning Writing. While Morning Writing is dedicated to the writing I might skip once the day gets started (writing for the new book, thinking through a deeper subject, anything that doesn't feel immediate), the second writing chunk is usually devoted to my current projects – my “work” (blog posts, email lessons, class material.) I make the distinction in order to not let the everyday writing edge writing about whatever I'm enthusiastic about, whether it fits into my content calendar or not.

 

Email

I use Gmail for everything. When I have a pile of emails that I don't need to deal with right now (but I will need them in the future) or when my inbox just gets overwhelming, I use the Email Game to sort through them and boomerang messages back to me in the future.

That's basically it, I have no special email skillz. I try to close my inbox when I'm not directly writing or replying, and I set aside time once or twice a day to check it (I get no pings or alerts when an email arrives) for questions from customers. Twice a week I go through and answer everything (or delete it, or boomerang it). I spend a long time crafting useful answers to everyone who writes, so it's important that this both gets my attention and that it doesn't take over my life.

Jess, my Number One.

You already know that I do all my own writing and “showing up” in the online world, so what does Jess do? She makes everything better and she makes sure everything works right.

  • Every week she loads the Explore Notes I write (and the weekly Starship Lesson) into Mailchimp, editing it as she lays it out.
  • When I'm creating a new class, she edits (for clarity and grammar) my written lessons, she turns my questions into a pretty worksheet, she takes notes on the video lessons for a transcript, she uploads PDFs and text to the class space.
  • When I sell anything, she double checks that the buyer signs up for what they need to sign up for (especially important if it's an email-delivered product, like Solo Mission + Starship).
  • She updates autoresponders (like this) with updated info.
  • She notes absolutely all of our systems, so that I don't reinvent it every time (which has made me a zillion times more efficient).
  • When I write a really hard or important post (like this) or guest posts (like this), she'll edit it and give me feedback on where I'm overexplaining or glossing over something important.

(I wrote a bit about this when I hired her.)

In other words, whenever you interact with me, via reading my writing or emailing me your question or taking a class, you're interacting with me. And I have time to write long, thorough (free) answers to 5-10 non-clients every week, while writing 2 email lessons (one for free here, one for Starship members) and 2-3 blog posts each week, creating a new class every quarter, traveling + teaching around the country every few months – because Jess is doing all of the other not-writing stuff. Since hiring her, every area of my business has increased: my own output, my reader stats, and my sales.

How? I'm now focused 100% on doing what only I can do, and she makes sure my work looks (and reads) its best*. (I don't actually work any less hours now than I did before, I just spend my hours on more effective work.)

*She didn't edit this blog post, so all typos are my own fault.

 

Hardware

I recently got a Chromebook and I LOVE it for writing + traveling. It's super-light and I can fit it in my purse. I do 90% of my work on it. When I want to edit docs or videos, I use my very 4 year old Toshiba laptop. I take all photos with my iPhone 4s.

 

 Phew! That's a lot of tools + systems! 

Now it's your turn – what business tools and systems do you use?

If you write about them on your blog, leave the link in the comments!

 

 

The usual disclaimer applies! 

 

How to Experiment: Tools + Systems

The secret of epiphanies + clarity? Showing up with pen + paper everyday. (soy lattes don't hurt either)

This week, I'm not really here. I'm in the Pacifica Northwest, admiring beaches, rocks and evergreens. And yet, I'm still here. I'm still experimenting every day.

How?
Systems! And Tools!

Remember that Step #3 of creating an experiment is about gathering the support and tools you need?
For my experiment (and life), I needed tools + systems that would help me collect my ideas (especially since they're multiplying daily), a time + space to write (and write extras), and a way to keep the blog going while I was gone. Here's what's working.

Tools

Evernote: I use Evernote for everything: words, pictures, voice memos. If I want to remember it, it goes in Evernote. I use it everywhere: I have Evernote Clipper on my browser, so I can clip quotes or links I want to remember, Evernote Web for a quick addition while I'm working on something else online, Evernote on my iPhone for ideas when I'm away from my computer. Basically, if it's got an internet connection, it's got Evernote (and I pay for Premium so I can see my notes when I'm offline, like when I'm flying!)

WordPress: My blogging software lets me schedule posts ahead of time or keep them as drafts. All of the posts this week were written as drafts last week, then edited a bit and scheduled. I also use WP on my iPhone to do quick edits (but I don't love it), and I'm trying Blogsy on my iPad during this trip.

Noon: coffee + Starship chat

Journal: You've seen it before, it's by my side at every moment of anything. If I have an idea or even a sentence I like but I don't want to stop my writing flow and put it in Evernote (clicking away from a window can be detrimnetal!), I write it down. When I'm having a conversation with someone and I get an idea, I write it down. It just seems less rude to me to take handwritten notes then to pull out my phone and start typing while someone else is talking. I also use my journal to map things out visually or make connections that don't warrant a whole note.

iPhone: Of course I use it for Evernote and WP, but I also use it as a camera, to take pictures with my iPhone of ANYTHING I see that I want to remember: book titles, a funny sign, something a business is doing right (or wrong). Oh, and I use the voice to text software all the time, to make notes while I'm driving.

Focus Booster: Perfect for making sure I'm doing some writing, even on the busiest days. Just 20 minutes of writing per day adds up! (This post was written in 2 20-minute bursts) I like to leave the ticking sound on, it keeps me focused.

Systems

Catching ideas: This is absolutely the most important system. Without knowing what to write about, I can't write!

(If you sit down at a blank page everyday, with only the plan “to write”, you will likely be staring for a long time. Knowing what to write about is 80% of the battle (in my highly scientific studies).

Of course, you already know the tool I love for this is Evernote, and so the system is simple: Write EVERYTHING down. Don't count on memory, don't count of weird symbols. Write the idea out, as much as you have, as soon as you have it. Pull over the car if you have to (or turn it into a song until you can pull over the car.) Write out as much as you have, because you will not remember later.

Writing + Publishing: I already spend most of days writing (whether it's for and to clients, or in the Starship, or materials new classes), but writing for the blog needed it's own space and support. No email, no classes, no client work. And it's not enough (for me) to just plan to do it, I have to have it fit into the flow of the whole day (or everything else will take it over.) What this looks like in practice is that almost every morning goes like this:

  • Get up, get ready, go to coffeeshop (so my house doesn't distract me)
  • Sit down with oatmeal, coffee and journal and get out anything that's in my head – usually a To Do list for the day, plus random stuff (ideas for new products, what I want to make for dinner….whatever is asking for attention, it gets out on paper so it'll leave me alone)
  • Check email for important, urgent notes from paying people (clients or Starship Captains), every other email waits for later.
  • Open Evernote to pick an idea (sometimes I have these schedule, sometimes I just go with the one I'm most excited about)
  • Start Focus Booster (for 20 minutes, followed by a 5 minute break)
  • Open up 750words and start writing. When the time goes off, copy my writing into a blog post (if it's nearly ready) or Evernote (if it's a bunch of scraps).
  • Get another cup of coffee, answer emails (or hang out on Twitter) during the 5 minute break.
  • Set time for either another 20 minutes, or just 9 minutes (depending on how many client calls or commitments I have scheduled) and edit the post so it's ready to post (either the post I wrote that day, or one from the day before), add photos, links, and schedule it RIGHT THEN. (Even if this takes me over the timer, it's important I finish it)

And that's it. If it's a client-heavy day (Tuesdays) or a Starship filled day (Wednesdays) or if a client is doing something big (like releasing a new video, or going to a trade show), that might be the only personal writing I do all day, and I'm done with it by 10am. If it's a Monday or Thursday (Sacred Writing Days), I'll set the time for another 20 minutes later on and write posts for the future, or work on class materials. I write for clients, so Sacred Writing Days also include 20 minute chunks of writing for them.

I've laid it all out here nice and neat but the fact is, life is messy.

Some days a client email distracts me for an hour. The important thing isn't the time I write (but having a structure and a normal time is super helpful) but that no matter what, I write for 20 minutes everyday, 20 minutes that's prompted only by me. Not a Starship question, not a client project, just 20 minutes of writing what I've synthesized from all the other projects.

Why? 

Because building a business has to include building something of your own. Reacting to outside stimilus is tempting. It shows up and it begs for your attention. As long as you're looping through responding and reacting, you're not building something of your own, something will last beyond that email, or that one package. Whether your art is your writing, your designing, your drawing or your knitting, you have to have time to express what's in your own head, not what other people are asking for.

And lest you think 20 minutes isn't enough, it's how I wrote the book in 6 months. No matter what your experiment is, it only needs (your equvilent of) 20 minutes.

What are the tools and systems are supporting your experiments?