listen to my latest podcast episode:
Managing Your Web Design Business Finances with Rocky Lalvani EP 88
byShannon Mattern
WDA Live Strategy Call 01/09/24


Summary + Transcript

Chat

00:01:18 Emily Crymes: SO excited to be here!
00:01:18 Tracy Trathen • e design studio, LLC: Hi – on my iPad so hopefully this will work fine LOL
00:01:27 Wendy Coop: Win: binge listening to your podcast, lol. Also working on marketing activities.
00:01:33 Anika Loewen: Welcome!!!
00:01:43 Anika Loewen: Reacted to “Win: binge listening…” with ❤️
00:03:29 Wendy Coop: Welcome to the fam!
00:03:38 Erica Nash: We’re so excited you’re here!!
00:03:44 Sharece O'Neal: Thank you! Glad to be here!
00:04:10 Anika Loewen: Win: Just got a request for an RFP for a large rebrand & website re-design project with a not-for-profit that I have been working with for 10 years.
00:04:14 Anika Loewen: Reacted to “Thank you! Glad to b…” with ❤️
00:04:20 Ruby Javaid: Reacted to “Win: Just got a requ…” with ❤️
00:04:22 Wendy Coop: @Anika Loewen That’s awesome!
00:04:26 Erica Nash: To submit questions: https://airtable.com/appBKMODI6rJUNuPk/shrQMjgC7CiiWTBsh
00:04:27 Wendy Coop: Reacted to “Win: Just got a requ…” with ❤️
00:04:37 Janet Hoover: After our workshop last week, Did a reach out email yesterday to current and former clients to ask a poll, asked “do you know anyone who” and asked for a Google review if they felt inclined. And…I got 1 so far lol!
00:04:40 Wendy Coop: Reacted to “SO excited to be her…” with ❤️
00:04:48 Wendy Coop: Reacted to “After our workshop l…” with ❤️
00:05:04 Erica Nash: Reacted to “Thank you! Glad to b…” with ❤️
00:05:06 Erica Nash: Reacted to “Win: Just got a requ…” with ❤️
00:05:07 Janet Hoover: Welcome!
00:05:11 April Ray: New lead and about to send my first official package matrix!
00:05:15 Janet Hoover: Reacted to “Win: Just got a requ…” with 🙌
00:05:18 Wendy Coop: Reacted to “New lead and about t…” with ❤️
00:05:19 Emily Crymes: Win: Finished Module 1 and feeling really clear on who I am. Currently working on drafting an email setting some boundaries and redefining scope with some retainer clients
00:05:20 Sharece O'Neal: Reacted to “Win: Just got a requ…” with ❤️
00:05:25 Kim Blake: Closed my books for 2023 and am ready to give my paperwork to my awesome tax person.
00:05:28 Wendy Coop: Reacted to “Win: Finished Module…” with ❤️
00:05:28 Anika Loewen: Reacted to “Win: Finished Module…” with ❤️
00:05:30 Ruby Javaid: I caught whatever is going around and had to take a break, but I'm back at it and so close to finishing my website! Since I've been trying to get this done for like years now, this is a huge win for me!
00:05:31 Tracy Trathen • e design studio, LLC: Reacted to “Win: Finished Module…” with ❤️
00:05:32 Anika Loewen: Reacted to “New lead and about t…” with ❤️
00:05:33 Wendy Coop: Reacted to “Closed my books for …” with ❤️
00:05:37 Erica Nash: Reacted to “After our workshop l…” with ❤️
00:05:38 Tracy Trathen • e design studio, LLC: Reacted to “Closed my books for …” with ❤️
00:05:45 Wendy Coop: Replying to “I caught whatever is…”

Glad you’re feeling better!
00:05:52 Ruby Javaid: Reacted to “Closed my books for …” with ❤️
00:05:55 Ruby Javaid: Reacted to “Win: Finished Module…” with ❤️
00:05:56 Janet Hoover: Reacted to “New lead and about t…” with ❤️
00:05:58 Kim Blake: Reacted to “Win: Finished Module…” with 👏
00:05:58 Ruby Javaid: Reacted to “New lead and about t…” with ❤️
00:06:02 Janet Hoover: Reacted to “Win: Finished Module…” with 🙌
00:06:02 Erica Nash: Reacted to “New lead and about t…” with ❤️
00:06:11 Ruby Javaid: Reacted to “After our workshop l…” with ❤️
00:06:12 Kim Blake: Reacted to “New lead and about t…” with 👍
00:06:14 Anika Loewen: Replying to “I caught whatever is…”

Oh, I hear you, fellow sick friend! Feel better soon!
00:06:14 Janet Hoover: Reacted to “Closed my books for …” with ❤️
00:06:20 Diana Richards: I have a consultation call later today with one of my client’s coworkers
00:06:20 Sharece O'Neal: Reacted to “New lead and about t…” with ❤️
00:06:28 Erica Nash: Reacted to “Win: Finished Module…” with ❤️
00:06:28 Janet Hoover: Reacted to “I caught whatever is…” with ❤️
00:06:28 Sharece O'Neal: Reacted to “After our workshop l…” with ❤️
00:06:30 Ruby Javaid: Replying to “I caught whatever is…”

Thank you!! Yes, finally feeling better thank goodness
00:06:32 Anika Loewen: Reacted to “I have a consultatio…” with ❤️
00:06:33 Wendy Coop: Reacted to “I have a consultatio…” with ❤️
00:06:34 Janet Hoover: Reacted to “I have a consultatio…” with 💪
00:06:35 Ruby Javaid: Reacted to “Oh, I hear you, fell…” with ❤️
00:06:38 Sharece O'Neal: Reacted to “Win: Finished Module…” with ❤️
00:06:39 Ruby Javaid: Reacted to “Glad you’re feeling …” with ❤️
00:06:42 Wendy Coop: Reacted to “Oh, I hear you, fell…” with ❤️
00:06:48 Kim Blake: Reacted to “Win: Just got a requ…” with 🙂
00:06:49 Ruby Javaid: Reacted to “I have a consultatio…” with ❤️
00:06:55 Erica Nash: Reacted to “Closed my books for …” with ❤️
00:07:05 April Ray: Can’t unmute just yet but I got this from a referral. A local IT guy has started referring business to me which is awesome!
00:07:08 Erica Nash: Reacted to “I caught whatever is…” with ❤️
00:07:23 Wendy Coop: Reacted to “Can’t unmute just ye…” with ❤️
00:07:24 Erica Nash: Replying to “I caught whatever is…”

Glad you’re feeling better, Ruby!
00:07:25 Janet Hoover: Reacted to “Can’t unmute just ye…” with 👏
00:07:27 Anika Loewen: Replying to “Closed my books for …”

Teach me your ways, oh teacher!
00:07:31 Tracy Trathen • e design studio, LLC: Replying to “I caught whatever is…”
I also have a case of the icky right now – glad I felt up to get here today
00:07:32 Erica Nash: Reacted to “I have a consultatio…” with ❤️
00:07:37 Kim Blake: Reacted to “After our workshop l…” with 👍
00:07:39 Emily Crymes: Reacted to “Can’t unmute just ye…” with 👏
00:07:47 Kim Blake: Reacted to “I have a consultatio…” with 👍
00:07:52 Erica Nash: Reacted to “Can’t unmute just ye…” with 👏
00:07:56 Ruby Javaid: Reacted to “Glad you’re feeling …” with ❤️
00:07:59 Kim Blake: Reacted to “Can’t unmute just ye…” with 👏
00:08:13 Ruby Javaid: Reacted to “I also have a case o…” with 💪🏻
00:08:18 Erica Nash: Replying to “I caught whatever is…”

Feel better, Tracy! Glad you’re here!
00:08:24 Tracy Trathen • e design studio, LLC: Reacted to “Feel better, Tracy! …” with ❤️
00:08:33 Ruby Javaid: Replying to “I caught whatever is…”

Feel better, Tracy!!
00:08:47 Ruby Javaid: Reacted to “Can’t unmute just ye…” with ❤️
00:09:25 Tracy Trathen • e design studio, LLC: Can’t wait to listen to that. I have a few theories about why I am not feeling well too – not all related to physical illness. Heh
00:09:39 Anika Loewen: Another win: Posted my rebrand countdown on my instagram page and got a HUGE response from the wedding industry that I am a part of.
00:09:54 Tracy Trathen • e design studio, LLC: Reacted to “Another win: Posted …” with ❤️
00:10:00 Erica Nash: Reacted to “Another win: Posted …” with ❤️
00:10:13 Emily Crymes: Reacted to “Another win: Posted …” with 👏
00:10:13 Ruby Javaid: Replying to “Another win: Posted …”

Amazing, Anika!
00:10:16 Janet Hoover: Reacted to “Another win: Posted …” with 👏
00:10:19 Chantel Rudden: I finished my marketing checklist that I want to achieve in 2024, and its nice to see it visually than in my head lol
00:10:27 Erica Nash: Reacted to “I finished my market…” with ❤️
00:10:30 Ruby Javaid: Reacted to “I finished my market…” with ❤️
00:10:34 Kim Blake: Replying to “Closed my books for …”

The biggest thing is reconciling my accounts and logging any business activity (mileage, utilities because I am home-based, etc) each month. Using Quickbooks is extremely helpful!
00:10:41 Janet Hoover: Reacted to “Closed my books for …” with 👍
00:10:49 Kim Blake: Reacted to “I caught whatever is…” with 🙂
00:10:53 Wendy Coop: Reacted to “Another win: Posted …” with 👏
00:10:55 Wendy Coop: Reacted to “I finished my market…” with ❤️
00:11:36 Kim Blake: Reacted to “Another win: Posted …” with 👏
00:11:45 Anika Loewen: Replying to “Closed my books for …”

I have an accountant that I give everything to, but it’s still a lot of work! hahaha
00:11:54 Kim Blake: Reacted to “I finished my market…” with 🎉
00:12:42 Anika Loewen: Awesome! I love case studies!
00:18:04 April Ray: Thank you! So true. I’ll be able to chat in just a moment.
00:18:52 April Ray: Yes please!
00:28:20 Anika Loewen: I work with a lot of not-for-profits. They cannot ask you to become a charity for your to donate for their charity
00:28:39 Anika Loewen: *for you to donate
00:28:56 Wendy Coop: It’s like how I used to assume churches didn’t have money. They do, it’s just what is the priority for the organization?
00:29:05 Wendy Coop: Reacted to “I work with a lot of…” with 👍🏽
00:30:47 Anika Loewen: Perhaps she is a visual learner and you have to put a visual progress board in front of her?
00:44:53 Kim Blake: Reacted to “I work with a lot of…” with 👍
00:53:31 Anika Loewen: Contracts are so important. And Shannon did such a good job walking me through this with stuff here in Canada. The Employee vs. Freelancer is such a fine line that is easy for companies to cross.