Summary + Transcript
Chat
00:02:05 Lynn: I committed to my first in-person networking meeting in over a year. I’m super nervous but excited to get back out there!
00:02:38 Jenelle: This morning I reorganized my client outreach in a Trello board… this motivated me, so then I sent 5 pitches/follow-ups 😄
00:02:49 Michelle: Reacted to “This morning I reorg…” with ❤️
00:02:49 Lynn: Reacted to “This morning I reorg…” with 👏
00:02:52 Michelle: Reacted to “I committed to my fi…” with ❤️
00:03:16 Jenelle: I can do it then! What was the date?
00:03:37 Jenelle: Yes
00:04:54 Michelle Self: Reacted to “I committed to my fi…” with ❤️
00:06:41 Michelle Self: I realized late last night that I needed to do one more thing for a client, but stopped myself from getting on my computer at 11 pm and instead just took care of it this morning during normal a hours
00:06:42 Tracy Trathen • e design studio, LLC: Replying to “This morning I reorg…”
I’d love to know how you organized it in Trello. I’m looking for a better way to organize and track outreach.
00:06:52 Lynn: Reacted to “I realized late last…” with 👏
00:07:04 Shannon Mattern: Hey [Name]!
[Sincere note, ask how they’re doing, life, kids, etc.]
So I’m not sure if you knew this… but I do freelance web design on the side, I’ve got a couple spots open for people who want to start off strong in 2022 – and you popped into my head because [why would they be a good person to reach out to? “You know a ton of people, your dad does this, you mentioned you were looking for someone, etc.”]
This is who I love to work with:
What’s going right for them, and AN OPPORTUNITY.
What’s happening now, and what COULD BE HAPPENING.
Why they’re so amazing now, and what’s possible for them.
What they know they need, and why it’s so important to them.
What they’re ready for and WHY.
Do you know of anyone who needs some website work done in the next month or so that you can connect me with?
00:07:37 Jenelle: Replying to “This morning I reorg…”
I’ll send you a Loom!
00:08:05 Tracy Trathen • e design studio, LLC: Reacted to “I’ll send you a Loom…” with ❤️
00:08:42 Shannon Mattern: Hey Liz! We’re doing outreach. Here is our script for today: Hey [Name]!
[Sincere note, ask how they’re doing, life, kids, etc.]
So I’m not sure if you knew this… but I do freelance web design on the side, I’ve got a couple spots open for people who want to start off strong in 2022 – and you popped into my head because [why would they be a good person to reach out to? “You know a ton of people, your dad does this, you mentioned you were looking for someone, etc.”]
This is who I love to work with:
What’s going right for them, and AN OPPORTUNITY.
What’s happening now, and what COULD BE HAPPENING.
Why they’re so amazing now, and what’s possible for them.
What they know they need, and why it’s so important to them.
What they’re ready for and WHY.
Do you know of anyone who needs some website work done in the next month or so that you can connect me with?
00:08:43 Michelle Self: Reacted to “This morning I reorg…” with ❤️
00:09:46 Shannon Mattern: Reacted to “I realized late last…” with 👏
00:10:10 Shannon Mattern: Hey Sarah! We’re doing outreach. Here is our script for today:
Hey [Name]!
[Sincere note, ask how they’re doing, life, kids, etc.]
So I’m not sure if you knew this… but I do freelance web design on the side, I’ve got a couple spots open for people who want to start off strong in 2022 – and you popped into my head because [why would they be a good person to reach out to? “You know a ton of people, your dad does this, you mentioned you were looking for someone, etc.”]
This is who I love to work with:
What’s going right for them, and AN OPPORTUNITY.
What’s happening now, and what COULD BE HAPPENING.
Why they’re so amazing now, and what’s possible for them.
What they know they need, and why it’s so important to them.
What they’re ready for and WHY.
Do you know of anyone who needs some website work done in the next month or so that you can connect me with?
00:10:16 Sarah Guilliot (SarahDesign.com): Reacted to “Hey Sarah! We’re doi…” with ❤️
00:13:42 Jenelle: 💌
00:13:58 Michelle: Reacted to “I realized late last…” with 👏
00:15:12 Tracy Trathen • e design studio, LLC: ✅ (sent my outreach) yay!
00:15:59 Shannon Mattern: What are you currently working on?
What is something that keeps getting in your way?
What is one transformation you’d like to make progress on by the end of the year?
00:18:52 Jenelle: That’s cute!!
00:20:22 Sarah Guilliot (SarahDesign.com): Thank you!
00:21:14 Sarah Guilliot (SarahDesign.com): lawyers, bowling and membership! So much fun variety!
00:24:50 Ali Wilson-San Diego: Sorry, later to the party. What are the questions?
00:24:59 Shannon Mattern: What are you currently working on?
What is something that keeps getting in your way?
What is one transformation you’d like to make progress on by the end of the year?
00:25:17 Ali Wilson-San Diego: Reacted to “What are you current…” with 👍
00:26:59 Michelle Self: LOL!
00:27:03 Michelle Self: I love that
00:27:03 Tracy Trathen • e design studio, LLC: Love it
00:27:04 Sarah Guilliot (SarahDesign.com): That’s hilarious!
00:28:38 Sarah Guilliot (SarahDesign.com): Have to drop for a call – can’t wait to catch the replay!
00:29:55 Jenelle: porridge
00:39:03 Michelle Self: The website hosting confusion is real!
00:39:51 Carol: Me too!!! I don't want any more work right now.
00:40:33 Tracy Trathen • e design studio, LLC: Reacted to “The website hosting …” with 👆
00:41:31 Shannon Mattern: https://airtable.com/appBKMODI6rJUNuPk/shrfyt3B0U1bo0s4Y
00:41:50 Jenelle: I have to run to an appointment… thanks everyone!
00:44:55 Michelle: I love Moxie so much.
00:49:43 Ali Wilson-San Diego: That’s good to know. I’ve been considering Honeybook too since I don’t have an all in one platform.
00:51:00 Michelle: Replying to “I love Moxie so much…”
I haven't used Honeybook, but I left Dubsado for Moxie. It's amazing.
00:51:31 Ali Wilson-San Diego: Reacted to “I haven't used Honey…” with ❤️
00:51:49 Tracy Trathen • e design studio, LLC: Replying to “I love Moxie so much…”
Me too! Moxie is AMAZING.
00:54:52 Michelle: The weekly outreach is helping a LOT to make progress toward leaving behind those clients I don't want anymore because I'm picking up new ones pretty regularly now.
00:55:20 Liz Lee: Reacted to “The weekly outreach …” with ❤️
00:55:48 Lynn: Reacted to “The weekly outreach …” with ❤️
00:56:41 Stephani Halderman: I have to run – but I'm going to work on making a list of things I love to do and the things I want to get rid of (not do anymore). And figure out which of my clients that “no” list affects.
00:58:18 Tracy Trathen • e design studio, LLC: Reacted to “The weekly outreach …” with ❤️
00:58:25 Tracy Trathen • e design studio, LLC: Reacted to “The weekly outreach …” with 👏
00:59:40 Michelle: There's a to-do list
01:00:04 Tracy Trathen • e design studio, LLC: Tasks – You can do tasks without it being connected to a client. Or you can make a project that’s for general stuff.
01:00:30 Carol: I discovered TickTick last year and never looked back – it's perfect for just me. And it's cheap. 😉
01:00:30 Tracy Trathen • e design studio, LLC: I’ve made myself a client and had projects with tasks
01:00:48 Lynn: I use the free version of Notion for my to-do lists and Moxie for all of my client stuff
01:00:54 Michelle: Reacted to “I use the free versi…” with ❤️
01:01:03 Liz Lee: I haven’t used Moxie but I have been using Honeybook for a year now and it’s working well for me.
01:01:09 Tracy Trathen • e design studio, LLC: Moxie does invoicing REALLY wonderfully
01:01:29 Michelle: I absolutely LOVE an automation, and Moxie has TONS of them.