Are you tired of feeling overwhelmed by the chaos of managing your business and personal life? Or maybe you are like me who uses software and systems like Dubsado but has yet to explore all its features and capabilities.
Taryn Rachelle, a seasoned systems expert, shares her journey from diving headfirst into the world of systems to becoming a certified software specialist, navigating the intricacies of platforms like Dubsado, Zapier, ClickUp, and more. With her wealth of experience, she sheds light on how Dubsado stands out in the crowded CRM market, offering customizable solutions for every need.
Join us as Taryn demystifies the complexities of CRMs, emphasizing the importance of finding a tool that aligns with your current and future business needs. She also breaks down the common mistakes business owners make in their systems journey and offers practical solutions to implement systems seamlessly.
Don’t let overwhelm hold you back – embrace the potential of systems & automation to reclaim your time and focus on what truly matters in both your business and personal life. Remember, your systems should work for you, not the other way around. It’s time to thrive with purpose and clarity!
Why you’ve got to check out today’s episode
- Discover how Dubsado’s unique features can revolutionize your business processes and branding efforts
- Learn how to start small, prioritize your pain points, and gradually build a system that works for you
- Overcome common pitfalls and implement effective systems for business and personal success
About the Guest:
Taryn Rachelle is your girlfriend with a plan and has been crowned the systems and community queen.
As the founder of Taryn Rachelle LLC and the current head of community and partnerships for Dubsado, she is on a mission to help you create a business that is thriving while your personal life thrives as well. With a heart for community, Taryn is a frequent conference speaker, host of She Can Systemize Podcast, and your go-to gal to help you create the business you have always dreamed of and have a personal life that gets more of your time.
Connect with Taryn Rachelle:
Website: tarynrachelle.com
Instagram:
Check out these episode highlights
02:48 – Taryn’s journey into the systems industry and her love for automation tools like Dubsado and Zapier
05:40 – Dubsado’s CRM platform features and benefits
It grows with your business and adapts to your changing needs.
With its branding capabilities, users can create multiple brands under one login.
Support for branding campaigns with features like white labeling and customizable URLs to help businesses create a unique and personalized brand image.
Helpful support resources are available, including a Facebook group and chat support.
11:00 – Dubsado for service providers: offers industry-specific webinars and certified specialists for various service-based industries
13:08 – Taryn recommends comparing different CRM options and writing down specific desirables to find the best fit
14:49 – The importance of understanding what a CRM can and cannot do before making a decision
15:50 – How to set up business systems for efficiency and automation
Start small and build upon your systems.
Use a system tool like Dubsado and start with the inquiry process.
Finding tools that work together but starting small and getting comfortable with automation is key, rather than trying to do everything at once.
Automate tasks using tools like Zapier.
Start by identifying your biggest pain points and tackle those first, step by step.
Remember, your system is your process. It is a tool where your process lives.
19:47 – Common mistakes in setting up business systems and how to avoid them
Misunderstanding the difference between a system and a tool
Scared of automation due to AI
Not knowing or understanding what SOPs (standard operating procedures) are
24:01 – How to create systems for personal life with examples
A. Cleaning room
Taryn’s daughter used to get overwhelmed with cleaning her room.
She developed a process and a system for her to get it done.
The system includes finding all clothes first, putting dirty clothes in the basket, hanging up clean clothes, and then doing trash and making the bed.
B. Cleaning house
She developed a system of certain days of the month that they do certain things.
They have a magnetic calendar on their fridge with the schedule.
It becomes a routine where they don’t even have to look at the calendar.
C. Meal planning
She does a meal planning system and plans out what they’re eating every day.
They look at their calendar and map out their dinners along the way.
They leave room for updates and things that might pop up.
Make use of resources like Chat GPT to find a great meal-planning system.
29:20 – Benefits of having systems in personal and professional life
It helps to feel less overwhelmed and more empowered.
It saves time and reduces stress.
It allows for better organization and efficiency.
Setting up systems in one area can motivate progress in the other.
It can help you stand out in your career.
Links Mentioned
Next Steps
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Thanks for listening! I hope this helps you discover if interior design is the career for you. See you next week…