Revolutionize Your Business: The Power of Automation and CRM Integration with Sheila Slick

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I'm back at it again.

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In 2020, I had over 132 live stream episodes of Adrian Barker Speaks No Prep Needed, which

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actually means No Prep Needed.

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This morning, I didn't actually get myself set up correctly on stream yard, so that's

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why we're coming in late.

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My first guess to start 2024 is Sheila Slick.

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Sheila is the president of Five Milestones.

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Sheila, I've known Sheila, so I want to be upfront.

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I've known Sheila.

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We served as co-chair of SCORE.

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It was the most enjoyable time.

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One of the things that still confused me is your logo of Five Milestones.

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So go on to FiveMilestones.com so you can take a look at it.

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Can you give me what the Five Milestones mean?

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Well, when I decided to do this LLC, the Five represents change.

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It was after a transitional period in my life where I needed to transition from one company

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to another.

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I was completing a master's degree in leadership.

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The Five symbolizes change.

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The Five Steps is how I map out any beginning and then that vision that ends.

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If you break it into the Five Steps, which is also five decades, I'm about five decades

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old without having to reveal my age.

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That number Five really represents my purpose, not necessarily aimed at a framework of Five

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Steps, but I do break things down in five.

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So in this case, I would start with the beginning, Three Steps, and get you to your goal.

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I love it.

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Thank you, Sheila.

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We work so well together.

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It's always been a pleasure.

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And I know that you've made some big changes, but when you started your business, what was

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your focus at that time?

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And what year was that?

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So it was 2020.

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I had been living overseas for over 23 years.

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I had founded or co-founded three different companies while living overseas.

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That third company was Slick Developers, and it's a software company, Information Technology

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Outsourcing, which is when you hand over your tech to me.

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So we were developing mobile applications for both Apple and Android.

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Because the mobile application is such a customized platform and it required code, like getting

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a blank piece of paper, they're very pricey.

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And so you had a lot of people that wanted to work with me that just needed help with

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their digital presence.

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So we started offering website design and development.

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So that company carried over in 2018 when I returned to Florida.

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And because the company while living overseas was Slick Developers, I chose, it made it

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hard to sell Adrian because my name and my family name was there.

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So you can sell off the clients, but I didn't want to sell the name.

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So when I came here, I made sure I didn't call it Slick Anything, even though people

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hear my last name and they're like, you just got to add Slick to it.

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So I chose to go a different route and leave it generally enough so that once I completed

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the program, I could go from technology to consulting, business, or perhaps move on a

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leadership.

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I think I said the same thing to you, like, oh, we got to use a Slick name.

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Okay, so now I will also say that please go to Professional Global Etiquette because

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my website looks amazing and it was created by Five Milestones.

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And I love it and Jill, but the two of us and a lot of coaches and consultants have

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the same issue.

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You have your website with your business and then you kind of have your name with the

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speaker.

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How do you define like how best to really kind of create the two sides of a business?

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So it's really the brand and then the, actually the person behind it.

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Could you explain like your thoughts when you were doing your own, slick.com and five

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milestones.com?

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I'll tell you my own, but I'm not the branding expert.

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We could bring on a third guest that could help us with this dilemma.

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Why did I start separating them?

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I understand that people buy from people.

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That's clear.

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There is no question about it.

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So you do need a face to a brand.

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But then you're in the dilemma.

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Well, if I once again, you know, form it and brand it as Sheila Slick, how can I scale

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and sell it?

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And that's the stage of life I'm in.

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I'm looking to scale and then exit a business, you know, in 10 years, 15 years, but I still

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want to keep my name.

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So in my own mind, Sheila Slick.com is more about me, my speaking opportunities such as

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this one.

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And that's where I want to take that.

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I also want to do a book.

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I'm going to write the book is Sheila Slick, not five milestones.

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So I want that to be my personal space where five milestones is the company that is still

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helping others have the proper systems in place to be able to grow and scale their businesses.

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So Sheila, I noticed on your Sheila Slick.com that you have a podcast.

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Again, I knew about the podcast.

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When I came back on a two day, I went away out of two night cruise and I came back and

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Sheila not only had the whole podcast created, but you automated it and the automation part

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is so interesting.

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So can you share with us how you did two days, created a podcast and the everything you needed.

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I'd love to like have everyone here.

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So last year in 2023.

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Now as a business consultant, as a mentor for a school, you and I both know how important

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it is to have a business plan.

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I have made it a point to revise my business plan every year and it kind of coincides with

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my birthday rather than towards the end of the year.

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And when I started seeing what I had automated last year and I just did a little bit of math

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to see how much time I had saved from automating that specific task, I realized that where

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I had not fulfilled my 2023 goal within the business plan was to have a CRM.

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And that took me in a new loop because I wanted to now leverage automation.

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I needed CRM and I didn't have a CRM because I wasn't looking to build an empire.

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I'm a boutique, you know, a very custom service, but I was really wrong.

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Having a CRM is not about how big you want to get.

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It's simply a must have no matter how many clients you have and you're not going to lose

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any personalization by all of a sudden organizing all of your contacts.

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So after I found that perfect CRM, it's actually a complete business platform.

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Keep, I became certified.

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And that's how I was able to build so quickly the platform to be able to automate the complicated

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process of booking and communicating with your guests.

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I then had you help me find those guests and so by having put, you know, the proper process

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with the proper system in place, it's been a success.

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So thank you.

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It's amazing.

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It's so professional looking.

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So let me understand this.

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So you, but you did more than that.

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I mean, that's, that sounds great, but you also created the artwork.

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So we're talking two days.

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So you created the artwork, created the logo, created the cover art, did your intro, did

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your, your music.

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Okay.

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Then you had to edit all of that together.

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Then you start, and then you were excited.

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Tell me, tell me.

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So you put a request in a couple of the podcast groups, need a speaker.

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What happened after you put in a request?

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Well, before I tell you what happened, you're forgetting who you're speaking to, Adrienne.

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I have mastered hackathons.

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I have received global honorable mentions twice from NASA for being able to go from start

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to finish in a weekend, whether it be doing a mobile application, I spotted, which was

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to track the ISS and share it on social media.

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And the second time it was mission moon.

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I also did hackathons to teach people how to go from concept to launch in a weekend.

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So when I focus on a project, not only do I take action, but that's a difference between

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an idea, you know, in a business or an idea and a project.

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So don't be surprised.

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If you want to work with me, I can do the same.

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I've already launched or helped three different people last week alone go from idea to launch.

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And it was so rewarding when I had one of them, even like cry, because this is something

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that she's had in the back of her mind, but she just hadn't executed.

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And tomorrow I've got my fourth.

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And I can't wait to hear her because she's already doing a podcast for someone else,

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but she's just the voice and she wants her own and she's going to be great.

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So if I can empower her by making sure that within the next 48 hours, she too launches

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that podcast.

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I love it.

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And you're really making relationships with the podcast.

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Tell us a little bit about what you're finding when you're doing the interviews.

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Yes, which is, you know, back to your original question before I did that with the podcast,

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what's mind blowing is here we are on LinkedIn.

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Hi LinkedIn.

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Hi followers.

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Hi connections.

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Maybe you've, you know, sent me one of these intros of what you do.

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Maybe you want to just schedule that meeting.

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I have no idea why we're going to meet, right?

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If you're just asking me to meet you for half hour, I'm looking at my calendar going, well,

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what's the purpose of this meeting?

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What do we have in common?

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And it's not personal.

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It's not really building a relationship with a podcast.

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You are first inviting guests that you already know you have a common interest or a common

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topic to discuss like you and I.

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And now you and I, well, we know each other, but if we didn't, we're building a relationship

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by getting to know each other in this 20 minutes.

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And to me, that has just been the most exciting part because I feel that I'm really building

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relationships with people that I want to build relationships with.

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So I'm taking them off LinkedIn because some of them you meet through LinkedIn.

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So that right there has been such a game changer that I wish I would have done this back in

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2020.

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It would have been my number one marketing and networking strategy.

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I love it.

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I love it.

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Sheila, to me, when you're like, how you're doing it is so perfect and your niche market.

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Do you want to share who would be your ideal guest?

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Well, my ideal guests right now are experts in their fields and either entrepreneurs or

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leaders, so you don't have to own your own business, but you do want to share insights.

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And in order to do that, I really want you to be a master at your trade.

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If you transitioned, if you are a coach or a consultant that offers advice, it's a great

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chance to share some of your insights to see if anyone in my audience connects with you,

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right?

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It resonates with them.

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And it says, I want to learn more about this person.

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And once you have a podcast, what's really interesting as well is it's almost like a

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community where a lot of the other people have podcasts as well.

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So then now they're inviting you to speak to their audience.

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So it's a win-win for both.

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I love it.

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You know, I'm a podcast host.

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I'm not a podcast.

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Well, I am a broadcast host.

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We're going to call this.

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I am a podcast producer for five amazing shows.

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And I love it because I love my hosts.

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I really enjoy the work that they do.

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So it's such a pleasure putting everything together.

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So I know what it's like to do the back work.

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And it was really wonderful to have you on Gary's show.

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He's such a lovely man.

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But all of them are just absolutely lovely.

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And I'm just going to take a second to say, whiny Palooza with Rebecca Green, who I mean,

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every time she, I just love her face and her smile and the way she's so infectious.

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And everyone enjoys talking with her.

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Gary Helt is amazing.

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Grow your business and grow your wealth.

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Dr. Joey Fossette with Work Positive Today.

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We have Ross Brannon with Financial Flawing and the kindest, most gentlest man, John Kreekmer

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from Kreekmer Wealth.

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He is a very loving man.

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So I understand how to produce a podcast.

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So I think together we've always been like a good team.

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And my client is Market Domination with Seth Green, who also does a fantastic job.

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I want to be clear, producing podcasts and the work that he does.

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One of the things Sheila and I talked about is getting us booked on podcasts.

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So how is that going for you being the opposite like you're today, being actually a guest

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on a podcast?

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I love it because I'm still building relationships with you, your audience, and anyone that wants

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to connect with me, that's part of your audience, can do so by visiting my LinkedIn profile

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and clicking connect.

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I love it.

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I love it or follow.

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And you can be like a quiet little follower.

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You know, Sheila, okay, so now this could be obviously.

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This is candid conversations.

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Why are you just going to follow?

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What's the point?

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Well, a lot of people like to follow because they're not a, they may not have the ability

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to give you a connection or send a connection.

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And LinkedIn has made it so difficult that you have to have a premium or sales navigator.

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But if you don't, I may only have the option.

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I may be limited.

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All of a sudden you get a message, you've reached your weekly limit and then boom, I have

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to follow.

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So that's one of the biggest reasons.

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Otherwise, not everyone.

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I mean, I love following Oprah Winfrey and other people too.

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I don't think she would accept my connection, but maybe I could get Oprah.

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Well, I want to just say this too.

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One of the things, I also book myself on podcast so I could see what it's like.

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I think it's important to stay in the know.

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And one of the reasons why I'm doing this is because my brain was starting to feel like

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it was getting a little mushy and I like being able to ask questions, focus, and then actually

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not have a script.

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So this kind of pleases me.

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So what I've noticed, Sheila, is the podcast hosts that don't have any automation or they're

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not doing things manually, we can tell.

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Guests can tell, right?

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So go ahead.

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Tell some of the things that you've noticed when there's no automation and when you're

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guessing.

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Well, it's also a process, right?

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You have to take the right steps.

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So in my last two podcasts, I really appreciate how they both made it a point to really thank

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me for having taken the time to learn a little bit about them and asking thoughtful questions

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or thought provoking questions.

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These are very educated, experienced people.

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And what they both said to me was, I can't tell you how many times I've been on a podcast

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where the host isn't prepared or they don't know enough about me that makes me question,

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oh, why do you even have me on your podcast in the first place?

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What's happened to me is I've had maybe a meeting.

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Some people just use a calendar link like, oh, you want to be on the podcast book here?

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And then I get this email confirming the podcast booking two, three weeks go by.

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And now it's time for me to join the meeting.

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And I'm wondering what the meeting is about, what I'm going to get asked.

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So when I say it's a process, the booking should begin by first getting that information

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and automating it, getting that information from your guest, then taking the time to do

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some research to learn about the guest and ask yourself, what do I want to learn from

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them?

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Or what do I find intriguing about them that I think could be useful to my audience?

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And by automating just those two steps right there, you're guaranteed to have that information

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beforehand.

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I then take them to the booking calendar.

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So if I don't have that, I don't want them to book just yet because I don't feel prepared.

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But it doesn't end in the booking because now we show up like you and I.

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And now we want to continue sharing when their episode is live.

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You also want them to maybe rate you or give you a Google rating or see how else you can

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connect, whether it be as a client or a strategic partner.

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Now that I know what you do, and we may have an audience in common, how can we collaborate

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together?

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All of these wonderful opportunities only exist if you follow up.

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So by automating these steps I just mentioned in a package, you're able to focus more of

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your time in the actual conversation in the podcast.

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And then of course the marketing of the episode.

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I love it.

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Sheila, one of the things I notice is, this is going to be a tip, so I'm actually going

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to say it.

286
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So if you have a Calendly or you're using Bookme or another program, make sure you put

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the name of your podcast, make sure you put your phone number in your email in so that

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your guests three weeks later, where they go on, doesn't have to try to go back because

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all they have is your email.

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And this happens, this happened to me a few times too.

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So it's really important to make sure, and this is where I believe in customer service,

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make things easy for the person.

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So whether they're going to buy from you or guests from you and be your guests, things

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should be easy.

295
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Have you ever had it where you get bookings and there's no information or how about the

296
00:18:53,400 --> 00:18:59,040
time I got three times the person put themselves on my calendar and I had no idea?

297
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Does that happen to you?

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Well, I switched over to KeepAdrien and I know you use Keep2 now, but my process even goes

299
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a little bit further than that.

300
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I actually use one, Keep for my calendar, so I was able to get rid of Calendly and save

301
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some money there.

302
00:19:20,960 --> 00:19:28,960
So I also have a pipeline set up, a visual pipeline in Keep, and so I've automated, we're

303
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going to go into all the automations I've got in there, I've automated that anytime

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anyone just requested to be a guest, they're tagged.

305
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Anytime they're actually scheduled, they've been tagged.

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And anytime they've been published, meaning the whole episode is complete, they've been

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tagged.

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And so by tagging them in specific ways, I am then able to group them.

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And I am able to now personalize my communications with them, or I'm also able to send a book.

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Broadcast and share my latest episodes by pulling up the tags.

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So no, it's not happening anymore.

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I have a very good system in place.

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I love it.

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00:20:11,960 --> 00:20:12,960
I need you to help me with mine.

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00:20:12,960 --> 00:20:21,480
I have, let's see, I have my workshop, booking, speaker, my booking service, promotional products,

316
00:20:21,480 --> 00:20:22,480
consulting service.

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00:20:22,480 --> 00:20:29,520
I find Keep is simple enough for me to use, so I need to go back and ask you, so it's

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nice to have you, be able to kind of help me.

319
00:20:32,200 --> 00:20:34,720
But it also really has made a change.

320
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And I want to share the story of the woman that I was talking to a couple of weeks ago,

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00:20:40,280 --> 00:20:43,800
and I was saying to her, I don't sell Keep.

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I don't make any money off Keep.

323
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I say that to Sheila.

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The day I make money, I won't be able to push it because it makes me feel awkward.

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But I like sharing it because the price is fear, and for someone like myself, if I'm

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doing it, a bigger business should do it.

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Doesn't make sense.

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So this woman said to me, I'm very busy.

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I can't learn anything.

330
00:21:01,080 --> 00:21:02,200
I'm okay, Adrienne.

331
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I have everything right here.

332
00:21:04,480 --> 00:21:06,200
And then she showed me a folder.

333
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And I said, all your stuff is in a folder?

334
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You don't have it automated?

335
00:21:10,480 --> 00:21:12,320
She said, no, I don't need to.

336
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I said, oh my gosh, then you don't need to sell your business.

337
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You're not going to, like you actually now, you own a job, and you don't have a business.

338
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Because if you have a business, you need to have processes.

339
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How are you going to sell a folder that just won't work?

340
00:21:25,280 --> 00:21:29,320
So I think that people have to first stop the negative talk inside and saying, I don't

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have the time.

342
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Obviously, you don't have the money.

343
00:21:32,080 --> 00:21:34,240
Then Sheila does something very special.

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00:21:34,240 --> 00:21:37,440
I'm not talking about a deposit, Sheila, or giving a discount.

345
00:21:37,440 --> 00:21:41,480
You actually offer what a service where you go in and look at other expenses.

346
00:21:41,480 --> 00:21:44,720
Can you explain that?

347
00:21:44,720 --> 00:21:48,480
You kind of look at overall, like what they are paying for to see where you can save the

348
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money.

349
00:21:49,480 --> 00:21:50,480
Oh, okay.

350
00:21:50,480 --> 00:21:52,680
I was like, wait, I'm not offering bookkeeping, Adrienne.

351
00:21:52,680 --> 00:21:55,840
You're leaving, but you're like a service to a company.

352
00:21:55,840 --> 00:21:56,840
Well, I do as an audit.

353
00:21:56,840 --> 00:22:03,680
So what you find is that a lot of people are using multiple soft softwares to run their

354
00:22:03,680 --> 00:22:05,000
companies.

355
00:22:05,000 --> 00:22:08,080
And a lot of people may just be using Excel.

356
00:22:08,080 --> 00:22:09,600
So you're talking paper.

357
00:22:09,600 --> 00:22:16,360
If you're using Excel to track your sales and you're having to actually manually input

358
00:22:16,360 --> 00:22:27,200
name invoice amount, or so we've got the Excel and we have the paper, then you're losing

359
00:22:27,200 --> 00:22:28,200
a lot of time.

360
00:22:28,200 --> 00:22:35,160
And with today's technology, there's just different steps you can take to be able to

361
00:22:35,160 --> 00:22:40,720
automate or to integrate so that the software communicates with each other.

362
00:22:40,720 --> 00:22:47,440
So what I find is people are using one type of software, let's say in your case, for their

363
00:22:47,440 --> 00:22:55,640
calendar, right, for their calendar, another one to invoice, another one to send out their

364
00:22:55,640 --> 00:23:01,640
marketing emails, right, those emails that you receive monthly or weekly to keep your

365
00:23:01,640 --> 00:23:05,240
clients or your prospects top of mind.

366
00:23:05,240 --> 00:23:10,960
Other people may also have that CRM and just right there without even getting in a social

367
00:23:10,960 --> 00:23:16,680
media or anything like that or project management, you're using at least four softwares.

368
00:23:16,680 --> 00:23:21,960
So by me helping them, I can say, well, here's how keep can help you.

369
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You can get rid of that software and this software.

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00:23:24,800 --> 00:23:29,920
And a lot of times some of the softwares, whether it be a constant contact, a mail

371
00:23:29,920 --> 00:23:40,320
champ, click funnels ends up being about the same price or maybe even less, I can save

372
00:23:40,320 --> 00:23:45,000
you money because you're getting rid of some of those other softwares.

373
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And for that same price, you're also receiving a phone line and a marketing line.

374
00:23:50,440 --> 00:23:55,800
So with the marketing line, now you're able to send SMS text messages.

375
00:23:55,800 --> 00:24:02,840
So anytime anyone books that podcast appointment or that initial consultation or I have one

376
00:24:02,840 --> 00:24:08,720
called work session, when someone wants to work with me for an hour, I actually bill

377
00:24:08,720 --> 00:24:12,560
them by the hour before I set up that appointment.

378
00:24:12,560 --> 00:24:18,000
I can set it up so that they get a reminder via text, just like when you go to the doctor,

379
00:24:18,000 --> 00:24:20,120
that your appointment's coming up.

380
00:24:20,120 --> 00:24:28,880
So these reminders also help you because by reminding them via text, not just email,

381
00:24:28,880 --> 00:24:31,880
you're able to have less no shows.

382
00:24:31,880 --> 00:24:34,880
Yeah, that's so professional too.

383
00:24:34,880 --> 00:24:36,000
It's really how you look.

384
00:24:36,000 --> 00:24:42,280
I had a woman that was doing a podcast, but she wanted to do like a pre-conversation and

385
00:24:42,280 --> 00:24:43,520
that was fine.

386
00:24:43,520 --> 00:24:47,320
And then like two weeks after I had another appointment, I thought, oh, okay, this is the

387
00:24:47,320 --> 00:24:48,320
podcast.

388
00:24:48,320 --> 00:24:52,840
So you know what, I got up that morning and I got ready, made sure I was all set so I

389
00:24:52,840 --> 00:24:56,120
could work and then just stop what I'm doing for the quick interview and continue with

390
00:24:56,120 --> 00:24:58,840
working and I'm all excited.

391
00:24:58,840 --> 00:25:04,440
And she gets on again and the email and the invite came from her and she's like, Adrienne,

392
00:25:04,440 --> 00:25:05,640
what are we doing today?

393
00:25:05,640 --> 00:25:06,640
Why are you here?

394
00:25:06,640 --> 00:25:08,200
And I'm like, why am I here?

395
00:25:08,200 --> 00:25:13,600
You're the one that sent me the invite and you don't have any information.

396
00:25:13,600 --> 00:25:16,280
Oh, I'm sorry, but no, yeah, no, we're not doing the interview.

397
00:25:16,280 --> 00:25:20,880
And like she gets off and I'm thinking, okay, oh, I don't even know.

398
00:25:20,880 --> 00:25:24,840
But if it was scheduled on my calendar, I'm pretty sure that it's on her calendar.

399
00:25:24,840 --> 00:25:26,960
So why shouldn't it wake up that morning as a host?

400
00:25:26,960 --> 00:25:31,840
You should wake up in the morning, look at what you have for the day and however you

401
00:25:31,840 --> 00:25:34,880
need to remind yourself that you have a podcast.

402
00:25:34,880 --> 00:25:39,320
And if you find it's a mistake, then cancel it.

403
00:25:39,320 --> 00:25:43,360
Don't do what she did to me because I am not happy with that.

404
00:25:43,360 --> 00:25:44,360
That didn't please me.

405
00:25:44,360 --> 00:25:46,480
I don't want anyone to be wasting my time either.

406
00:25:46,480 --> 00:25:50,320
All right, so before we end it, because this was such a great conversation, I have to ask

407
00:25:50,320 --> 00:25:53,040
you the big debate question.

408
00:25:53,040 --> 00:25:54,040
Okay?

409
00:25:54,040 --> 00:25:55,040
Uh-oh.

410
00:25:55,040 --> 00:25:57,000
Oh, grant it right now.

411
00:25:57,000 --> 00:25:59,040
We are both, wait, hold on.

412
00:25:59,040 --> 00:26:01,040
Hey, how are you?

413
00:26:01,040 --> 00:26:02,640
Let's say, oh, really?

414
00:26:02,640 --> 00:26:03,640
Okay.

415
00:26:03,640 --> 00:26:04,640
No, I'm only kidding around.

416
00:26:04,640 --> 00:26:07,960
I'm not actually answering the phone, but these are the times that I won't answer the

417
00:26:07,960 --> 00:26:13,200
phone if I'm in a podcast, edit doctor's appointment, unless the doctor's busy and I sneak

418
00:26:13,200 --> 00:26:14,960
up the call, but it's different.

419
00:26:14,960 --> 00:26:21,600
But I believe, and I'm trying to figure this out, I like to answer the phone if I am available

420
00:26:21,600 --> 00:26:23,100
right away.

421
00:26:23,100 --> 00:26:24,840
And if it's a scam call, it's okay.

422
00:26:24,840 --> 00:26:25,840
I hang up.

423
00:26:25,840 --> 00:26:29,120
It doesn't, it's not going to stop me because these days it could be a child and I have

424
00:26:29,120 --> 00:26:33,320
four adult children now that are all through the United States, so I need to make sure I'm

425
00:26:33,320 --> 00:26:34,320
there.

426
00:26:34,320 --> 00:26:39,080
So do you answer the phone, deal with a scam, take the message or talk with them?

427
00:26:39,080 --> 00:26:44,320
Or do you have time slots where I'm only going to answer the phone at this time?

428
00:26:44,320 --> 00:26:46,880
Another thing, do you answer your emails quickly?

429
00:26:46,880 --> 00:26:50,240
Or do you just look at your emails from a certain point of hours?

430
00:26:50,240 --> 00:26:52,720
What side of the debate are you?

431
00:26:52,720 --> 00:26:58,960
Well, you had also mentioned in the podcast, they don't show up at the meeting sometimes.

432
00:26:58,960 --> 00:27:04,480
And I think in business, that's not just about podcasting, whatever service you're offering,

433
00:27:04,480 --> 00:27:11,560
you have to show up and you have to have those calendar invites and be reliable.

434
00:27:11,560 --> 00:27:13,520
Otherwise, people lose trust.

435
00:27:13,520 --> 00:27:19,600
And if you can't, you know, if you don't have a system in place to make sure that you are

436
00:27:19,600 --> 00:27:25,280
entering in a timely manner, then it's just showing how unprofessional you are or how

437
00:27:25,280 --> 00:27:26,960
undependable you are.

438
00:27:26,960 --> 00:27:28,960
Why would I want to work with you?

439
00:27:28,960 --> 00:27:35,800
So with that in mind, moving it into the phone call, I believe in answering the phone.

440
00:27:35,800 --> 00:27:40,640
I also believe in having a separate business line than a personal line so that I am able

441
00:27:40,640 --> 00:27:44,720
to identify when a business call comes in.

442
00:27:44,720 --> 00:27:49,480
If I am unavailable, I have a recording that you actually were one of the ones that tested

443
00:27:49,480 --> 00:27:55,400
it for me that explains where they can get more information and leave a recording, a

444
00:27:55,400 --> 00:28:00,840
professional recording that they can either text me or leave me a message so that I can

445
00:28:00,840 --> 00:28:04,680
get back to them as soon as I can.

446
00:28:04,680 --> 00:28:07,920
I am also able to set working hours.

447
00:28:07,920 --> 00:28:13,280
This is all included in the keep business line so that my phone doesn't ring anytime

448
00:28:13,280 --> 00:28:17,600
between the hours that I don't want to be answering business calls.

449
00:28:17,600 --> 00:28:19,840
So I still stay professional.

450
00:28:19,840 --> 00:28:24,560
I am still on top of the calls or the texts I receive.

451
00:28:24,560 --> 00:28:30,600
But we spend so much time in the awareness stage trying to bring these clients in us

452
00:28:30,600 --> 00:28:37,840
that you need to be consistent and efficient in these communications in order to be able

453
00:28:37,840 --> 00:28:39,080
to grow your business.

454
00:28:39,080 --> 00:28:41,240
You know, I am really curious.

455
00:28:41,240 --> 00:28:44,560
I wish I had time to actually do a poll.

456
00:28:44,560 --> 00:28:51,440
I am curious if the way that we respond to our clients is how they respond back to us.

457
00:28:51,440 --> 00:28:56,640
So for instance, I am always answering emails really quickly or if it is an hour or two,

458
00:28:56,640 --> 00:28:58,720
I will say I am sorry for the delay.

459
00:28:58,720 --> 00:29:01,200
If I need to, I will set my out of office.

460
00:29:01,200 --> 00:29:03,920
It provides me a little bit of time.

461
00:29:03,920 --> 00:29:08,040
But even if I don't have the answer, the big one is when I don't have an answer, I still

462
00:29:08,040 --> 00:29:10,400
respond and say I have received your email.

463
00:29:10,400 --> 00:29:11,600
I just don't have an answer.

464
00:29:11,600 --> 00:29:15,360
So please look for another email from me a little later with the answer.

465
00:29:15,360 --> 00:29:20,400
But I find that the majority of my clients get back to me and kind of do the same thing.

466
00:29:20,400 --> 00:29:26,000
So do you think what we put out in the client universe is what we get back?

467
00:29:26,000 --> 00:29:27,200
I think so.

468
00:29:27,200 --> 00:29:32,600
And in your case, if you are receiving, if you have a contact form on your website that

469
00:29:32,600 --> 00:29:38,080
says leave me the message here, what I would suggest and we can look into this since you

470
00:29:38,080 --> 00:29:47,400
do have Keep is send an immediate email so that they know your submission has been received.

471
00:29:47,400 --> 00:29:53,680
While you wait to hear back from me, here's one, two, three useful resources that can

472
00:29:53,680 --> 00:30:00,240
either answer your questions or get you to learn a little bit more about me.

473
00:30:00,240 --> 00:30:05,320
In my podcast, I just interviewed an SEO expert.

474
00:30:05,320 --> 00:30:06,800
It's not released yet.

475
00:30:06,800 --> 00:30:12,360
But he said the most important page that is a consultant we needed to have was the FAQ

476
00:30:12,360 --> 00:30:14,600
frequently asked questions.

477
00:30:14,600 --> 00:30:15,600
I don't have that.

478
00:30:15,600 --> 00:30:17,760
I need to build some of that in.

479
00:30:17,760 --> 00:30:24,720
So these are the kind of questions that you could maybe say if you want to read some of

480
00:30:24,720 --> 00:30:30,600
our frequently asked questions and the answers, click here to read more.

481
00:30:30,600 --> 00:30:36,320
So you're still nurturing that relationship even though you're not at your desk immediately

482
00:30:36,320 --> 00:30:38,040
replying back to them.

483
00:30:38,040 --> 00:30:45,840
They're receiving that instant gratification of knowing that they have some information now.

484
00:30:45,840 --> 00:30:47,760
Okay, I want to add that to my program.

485
00:30:47,760 --> 00:30:48,760
So thank you.

486
00:30:48,760 --> 00:30:49,760
Yes, yes, yes.

487
00:30:49,760 --> 00:30:54,480
I find with Keep too that you're always, it's fun because I'm always like testing the waters

488
00:30:54,480 --> 00:30:58,360
and seeing what's works and what doesn't work and I love doing that.

489
00:30:58,360 --> 00:30:59,600
All right, Sheila.

490
00:30:59,600 --> 00:31:00,800
So we're coming to an end.

491
00:31:00,800 --> 00:31:03,840
I wanted to keep it in the 30 minute timeframe.

492
00:31:03,840 --> 00:31:07,720
But I also want to say to people, and I want you to chip in on this one too.

493
00:31:07,720 --> 00:31:11,320
We all are getting these messages on LinkedIn and there's nothing wrong with it.

494
00:31:11,320 --> 00:31:14,320
I love when people try to sell to me.

495
00:31:14,320 --> 00:31:17,000
I enjoy every part of it because I get to learn from them.

496
00:31:17,000 --> 00:31:18,280
So I have no problem.

497
00:31:18,280 --> 00:31:23,360
What bothers me is if you try to sell to me and you don't have your phone number and now

498
00:31:23,360 --> 00:31:27,720
if you don't want to use yourself and look at a program like Keep where you can have

499
00:31:27,720 --> 00:31:29,280
a number, I do have an 855 number.

500
00:31:29,280 --> 00:31:32,360
I'm going to start, I'm going to make myself accountable right now to everyone.

501
00:31:32,360 --> 00:31:35,880
I'm going to start to put that and use that number and do some of the things that Sheila

502
00:31:35,880 --> 00:31:40,080
said because my boundaries are, I just don't have any and I need to build some in.

503
00:31:40,080 --> 00:31:44,080
And then the other thing is, and make sure you have your name, your company and your

504
00:31:44,080 --> 00:31:45,080
phone number.

505
00:31:45,080 --> 00:31:49,680
And if you're going on LinkedIn, your email too, why, you want to sell to me, but then

506
00:31:49,680 --> 00:31:55,400
you are, this is for all the people that are sending out these like LinkedIn lead generation

507
00:31:55,400 --> 00:31:57,200
kind of messages that don't make sense.

508
00:31:57,200 --> 00:31:59,680
You want to sell to me, but then you don't want to tell me who you are.

509
00:31:59,680 --> 00:32:00,680
You don't want to give me your phone number.

510
00:32:00,680 --> 00:32:02,160
I don't have your company name.

511
00:32:02,160 --> 00:32:06,240
And the expectation I'm assuming is, well, she'll go back and look at my profile.

512
00:32:06,240 --> 00:32:07,880
Now I got to look at your profile.

513
00:32:07,880 --> 00:32:09,440
For me, I'm like judging your profile.

514
00:32:09,440 --> 00:32:12,720
Like, wait a second, these are all the things that we can make it look better.

515
00:32:12,720 --> 00:32:15,800
So maybe you don't want me on your profile because I always see that there's not a lot

516
00:32:15,800 --> 00:32:20,840
of, you know, there's a lot of people that need to have their profile redone and LinkedIn.

517
00:32:20,840 --> 00:32:24,480
But the other thing is, is that now you got to ask me to contact you.

518
00:32:24,480 --> 00:32:27,200
I got a lot, like you're making me do work at that point.

519
00:32:27,200 --> 00:32:31,680
I'm not interested in working with you because you are not customer service focus.

520
00:32:31,680 --> 00:32:36,200
And so that is like the one big takeaway in my mind, whatever I talk about LinkedIn and

521
00:32:36,200 --> 00:32:38,960
these messages that come in.

522
00:32:38,960 --> 00:32:44,480
And when they come in like that, I really just, you know, I'd say, no, thank you.

523
00:32:44,480 --> 00:32:48,800
I read it, but I don't have an urge when it comes in with all that information.

524
00:32:48,800 --> 00:32:52,080
You know, I'm responding to you because if you're listening to me now, I probably responded

525
00:32:52,080 --> 00:32:56,320
to you because I'm happy that you've done everything that I feel like you should do.

526
00:32:56,320 --> 00:32:58,480
And then maybe I can learn something.

527
00:32:58,480 --> 00:32:59,880
And I think Sheila taught me.

528
00:32:59,880 --> 00:33:04,520
Also, it's kind of fun Sheila now when I get these messages in and they say, let's meet

529
00:33:04,520 --> 00:33:05,520
for a chat.

530
00:33:05,520 --> 00:33:07,480
I go, okay, let's meet live on my show.

531
00:33:07,480 --> 00:33:10,960
So I've had three people say, okay, Adrian, I'm brave enough to do it.

532
00:33:10,960 --> 00:33:14,800
It's not the most, you know, it's kind of could be scary being on a show.

533
00:33:14,800 --> 00:33:19,240
And though obviously we don't talk religion or politics and the show is going to be like

534
00:33:19,240 --> 00:33:20,240
this.

535
00:33:20,240 --> 00:33:23,520
But you know, if the child comes in or the dog barks, I mean, those things never bothered

536
00:33:23,520 --> 00:33:24,520
me.

537
00:33:24,520 --> 00:33:27,760
And there's no cleaning up on any kind of, you know, this kind of show.

538
00:33:27,760 --> 00:33:31,640
So I save myself time and energy and not having to edit and audio.

539
00:33:31,640 --> 00:33:33,560
Sheila does amazing job doing it.

540
00:33:33,560 --> 00:33:35,800
Thank you for booking Dion and Tim.

541
00:33:35,800 --> 00:33:37,360
I really appreciate it.

542
00:33:37,360 --> 00:33:40,960
And one other thing I just want to say Sheila, our relationship, it's so, you know, I like

543
00:33:40,960 --> 00:33:42,280
about a relationship.

544
00:33:42,280 --> 00:33:47,680
You'll send me something like, oh, here's a landing page or I just updated my website.

545
00:33:47,680 --> 00:33:52,360
And at night I go on and I actually click everything and then I can say to Sheila, oh,

546
00:33:52,360 --> 00:33:53,360
this is that working.

547
00:33:53,360 --> 00:33:57,000
And Sheila is like, oh, but I know you don't even expect me to do that, but that's something

548
00:33:57,000 --> 00:34:02,360
I want to do because when you have a collaboration like Sheila and I have, it's a beautiful thing.

549
00:34:02,360 --> 00:34:03,720
We work together.

550
00:34:03,720 --> 00:34:07,640
So if things that I can't do and when, you know, and Sheila, we just we're teaming up

551
00:34:07,640 --> 00:34:10,040
so beautifully, you know, we don't have an operating agreement.

552
00:34:10,040 --> 00:34:12,080
We don't have a partnership agreement.

553
00:34:12,080 --> 00:34:17,040
But together we've been doing this and just kind of building each other up while working

554
00:34:17,040 --> 00:34:21,480
together and sharing some of the same, you know, I've given Sheila clients are people

555
00:34:21,480 --> 00:34:23,840
that I felt can use the system.

556
00:34:23,840 --> 00:34:25,640
And you know, I just love it.

557
00:34:25,640 --> 00:34:26,640
Sheila.

558
00:34:26,640 --> 00:34:30,560
I hope everyone out there actually has a Sheila slick in their life.

559
00:34:30,560 --> 00:34:33,120
Well, let me close off with that.

560
00:34:33,120 --> 00:34:39,360
I interviewed to become a score mentor about three years ago.

561
00:34:39,360 --> 00:34:43,280
And when I met you, I said, are there more Adrienne's out there?

562
00:34:43,280 --> 00:34:50,040
And you sealed the deal for me of the importance of having a mentor because by having that

563
00:34:50,040 --> 00:34:55,800
person that you can share these ideas with, it allows you to see things from a different

564
00:34:55,800 --> 00:34:56,800
perspective.

565
00:34:56,800 --> 00:35:02,240
Sometimes it's really hard for us to be able to answer our own questions and we get lost.

566
00:35:02,240 --> 00:35:08,280
So just by having a conversation, you're able, you know, to provide that feedback, that second

567
00:35:08,280 --> 00:35:13,840
pair of eyes, as you so much say, and that helps me grow as well.

568
00:35:13,840 --> 00:35:15,880
So it's a win-win for both.

569
00:35:15,880 --> 00:35:22,000
I would also like to invite your audience and thank you for those two referrals for

570
00:35:22,000 --> 00:35:27,880
my podcast to visit my website, fivemilestones.com.

571
00:35:27,880 --> 00:35:31,240
And under the podcast page, be a guest.

572
00:35:31,240 --> 00:35:32,920
There's a button, be a guest.

573
00:35:32,920 --> 00:35:39,600
Click it if you'd like to be a guest on milestone moments in business and leadership.

574
00:35:39,600 --> 00:35:43,960
Lastly, we have spoken so much about Keep.

575
00:35:43,960 --> 00:35:50,720
If you sign up for Keep through a certified partner like myself, I am able to offer you

576
00:35:50,720 --> 00:35:55,680
a special price and a thousand extra contacts.

577
00:35:55,680 --> 00:36:01,520
And if you were to go directly to the website so you can take advantage of that offer, whether

578
00:36:01,520 --> 00:36:05,320
or not you need my tech support.

579
00:36:05,320 --> 00:36:08,040
Wow, that is a really good offer.

580
00:36:08,040 --> 00:36:09,040
Oh my gosh.

581
00:36:09,040 --> 00:36:10,040
All right.

582
00:36:10,040 --> 00:36:19,440
I'm going to call this episode Love Fest because we know that's not a love fest.

583
00:36:19,440 --> 00:36:20,640
So thank you so much, Sheila.

584
00:36:20,640 --> 00:36:24,680
Thank you for being my first guest in 2024 on the live stream.

585
00:36:24,680 --> 00:36:26,720
And I hope that it all works out well.

586
00:36:26,720 --> 00:36:28,320
And we look good.

587
00:36:28,320 --> 00:36:31,600
And Professional Global Etiquette is the name of my company.

588
00:36:31,600 --> 00:36:34,880
And Under is an umbrella of a lot of things that I do.

589
00:36:34,880 --> 00:36:38,000
I have 35 years of the promotional products industry.

590
00:36:38,000 --> 00:36:40,320
So I consult and help those.

591
00:36:40,320 --> 00:36:41,440
I love LinkedIn.

592
00:36:41,440 --> 00:36:44,680
So under the PGE brand is my LinkedIn programs.

593
00:36:44,680 --> 00:36:47,440
I have an amazing LinkedIn Lift program.

594
00:36:47,440 --> 00:36:49,320
And guess who put it together for me?

595
00:36:49,320 --> 00:36:50,320
Sheila.

596
00:36:50,320 --> 00:36:51,680
And she created all the modules.

597
00:36:51,680 --> 00:36:53,720
And then all I had to do was insert my calendar.

598
00:36:53,720 --> 00:36:59,360
So it's actually a module and then live coaching, a module, live coaching so that we make sure

599
00:36:59,360 --> 00:37:01,280
that you get everything you need.

600
00:37:01,280 --> 00:37:05,120
And if you ever see me teach LinkedIn, I'm pretty darn good.

601
00:37:05,120 --> 00:37:06,760
Also I do a LinkedIn workshop.

602
00:37:06,760 --> 00:37:09,400
I'm doing one now free for any company.

603
00:37:09,400 --> 00:37:11,720
If you have ten or more, it's wonderful.

604
00:37:11,720 --> 00:37:12,720
Not it's okay.

605
00:37:12,720 --> 00:37:16,440
But this is really for companies because what we want to do is have your LinkedIn look the

606
00:37:16,440 --> 00:37:17,840
best it can.

607
00:37:17,840 --> 00:37:20,800
And a lot of companies, employees, it may just be a little disjointed.

608
00:37:20,800 --> 00:37:22,440
So let's clean that up.

609
00:37:22,440 --> 00:37:24,000
And I think that's it.

610
00:37:24,000 --> 00:37:27,320
So thank you so much for being here, Sheila.

611
00:37:27,320 --> 00:37:28,720
And thank you everyone for listening.

612
00:37:28,720 --> 00:37:31,680
If the two people that are, oh, and just a little shout out.

613
00:37:31,680 --> 00:37:33,320
I'm in my daughter's room while she's away.

614
00:37:33,320 --> 00:37:34,560
So I'm an empty messer.

615
00:37:34,560 --> 00:37:35,840
So I didn't bother changing it.

616
00:37:35,840 --> 00:37:36,840
So she's spiritual.

617
00:37:36,840 --> 00:37:38,400
So that's what's around me.

618
00:37:38,400 --> 00:37:39,400
All right.

619
00:37:39,400 --> 00:37:40,400
Thank you all.

620
00:37:40,400 --> 00:37:41,400
Thanks, Sheila.

621
00:37:41,400 --> 00:37:42,400
Thank you.

622
00:37:42,400 --> 00:37:43,400
Awesome job.

623
00:37:43,400 --> 00:37:44,400
Stay out.

624
00:37:44,400 --> 00:37:45,400
We'll end it together.

625
00:37:45,400 --> 00:37:46,400
There we go.

626
00:37:46,400 --> 00:37:47,400
Endstream.

627
00:37:47,400 --> 00:37:47,900
And just.