listen to my latest podcast episode:
Managing Your Web Design Business Finances with Rocky Lalvani EP 88
byShannon Mattern
WDA Live Strategy Call 10-31-2023

This Week's Questions

Summary + Transcript

Chat

00:02:10 Glennette Goodbread: I hired a real team so I can focus on sales!
00:02:18 Shannon Mattern: Woohoo!!!
00:02:19 Ivy Neal: Reacted to “I hired a real team …” with ❤️
00:02:23 Angelica Hidalgo: Reacted to “I hired a real team …” with ❤️
00:02:28 Lisa Doiron: Reacted to “I hired a real team …” with ❤️
00:02:34 Kim Blake: After an awesome vacation, It took me all day yesterday to catch up on client communications, but I DID it!
00:02:42 Angelica Hidalgo: Reacted to “After an awesome vac…” with ❤️
00:02:47 Kim Blake: Reacted to “I hired a real team …” with ❤️
00:03:10 Amy K Ogden: Set a boundary with a ghost client! Now I have a deadline for launch and if he’s not ready by then he will go onto a monthly maintenance or retainer package (yet to be created 😬)
00:03:18 Lisa Doiron: I just booked a new project, am almost done creating a new lead magnet
00:03:18 Angelica Hidalgo: Reacted to “Set a boundary with …” with ❤️
00:03:18 Erica Nash: Reacted to “I hired a real team …” with ❤️
00:03:22 Angelica Hidalgo: Reacted to “I just booked a new …” with ❤️
00:03:26 Erica Nash: Reacted to “After an awesome vac…” with ❤️
00:03:31 Amy K Ogden: Replying to “I hired a real team …”

Wow Glennette! That’s amazing!!
00:03:36 Kim Blake: Reacted to “Set a boundary with …” with 👏
00:03:43 Erica Nash: Reacted to “Set a boundary with …” with 👏
00:03:47 Erica Nash: Reacted to “I just booked a new …” with ❤️
00:03:50 Kim Blake: Reacted to “I just booked a new …” with ❤️
00:04:03 Ivy Neal: I switched up my work schedule to give myself some more focused “deep work” time each day. (Spoiler: this is BEFORE kids wake up. 😂) Also set up my email opt-in/funnel.
00:04:07 Amy K Ogden: Replying to “I just booked a new …”

So curious what your lead magnet is! Will you share?
00:04:13 Ivy Neal: Reacted to “Set a boundary with …” with ❤️
00:04:15 Ivy Neal: Reacted to “After an awesome vac…” with ❤️
00:04:20 Ivy Neal: Reacted to “I just booked a new …” with ❤️
00:04:30 Erica Nash: Reacted to “I switched up my wor…” with ❤️
00:04:30 Angelica Hidalgo: Reacted to “I switched up my wor…” with ❤️
00:04:31 Kim Blake: Reacted to “I switched up my wor…” with 👏
00:04:49 Amy K Ogden: Replying to “I switched up my wor…”

That reminds me I update my schedule and have given myself a WHOLE DAY to do whatever I want!
00:05:02 Glennette Goodbread: Thank yoU!
00:05:07 Stephani – The Simple Growth Co: Finally wrapped up a zombie website build project that started in MARCH. 😑🎉 You learn a lot from every project and each one helps me tighten up my contract wording & boundaries!
00:05:15 Stephani – The Simple Growth Co: Reacted to “I hired a real team …” with ❤️
00:05:21 Stephani – The Simple Growth Co: Reacted to “After an awesome vac…” with ❤️
00:05:27 Stephani – The Simple Growth Co: Reacted to “Set a boundary with …” with 🎉
00:05:29 Kim Blake: Reacted to “Finally wrapped up a…” with 👏
00:05:32 Stephani – The Simple Growth Co: Reacted to “I just booked a new …” with ❤️
00:05:37 Angelica Hidalgo: Reacted to “Finally wrapped up a…” with ❤️
00:05:39 Amy K Ogden: Reacted to “Finally wrapped up a…” with ❤️
00:05:39 Erica Nash: Reacted to “Finally wrapped up a…” with ❤️
00:05:45 Stephani – The Simple Growth Co: Reacted to “I switched up my wor…” with ❤️
00:05:48 Glennette Goodbread: Reacted to “After an awesome vac…” with ❤️
00:05:50 Glennette Goodbread: Reacted to “Set a boundary with …” with ❤️
00:05:51 Ivy Neal: Reacted to “That reminds me I up…” with 🎉
00:05:55 Glennette Goodbread: Reacted to “I just booked a new …” with ❤️
00:05:57 Glennette Goodbread: Reacted to “I switched up my wor…” with ❤️
00:06:01 Glennette Goodbread: Reacted to “Finally wrapped up a…” with ❤️
00:06:11 Tracy Trathen • e design studio, LLC: Replying to “Finally wrapped up a…”

Feels great doesn’t it!
00:06:26 Ivy Neal: Reacted to “Finally wrapped up a…” with ❤️
00:06:31 Lisa Doiron: Replying to “I just booked a new …”

Of course! I will share it when it's done 🙂
00:06:42 Tracy Trathen • e design studio, LLC: Reacted to “That reminds me I up…” with ❤️
00:06:47 Erica Nash: For questions! https://airtable.com/appBKMODI6rJUNuPk/shrQMjgC7CiiWTBsh
00:06:49 Stephani – The Simple Growth Co: Reacted to “Feels great doesn’t …” with 🙌🏻
00:06:55 Caitlin Harrison: Just turned my “out of office” on for the retreat!! Had a great client call last night where she almost cried at a few of the design details
00:07:04 Ivy Neal: Reacted to “Just turned my “out …” with ❤️
00:07:07 Stephani – The Simple Growth Co: Reacted to “Just turned my “out …” with ❤️
00:07:27 Tracy Trathen • e design studio, LLC: Reacted to “Just turned my “out …” with ❤️
00:07:56 Erica Nash: Reacted to “Just turned my “out …” with ❤️
00:09:31 Amy K Ogden: Reacted to “Just turned my “out …” with 👏
00:11:06 Glennette Goodbread: What if you gamify it?
00:11:49 Tracy Trathen • e design studio, LLC: Reacted to “What if you gamify i…” with ❤️
00:14:06 Ivy Neal: Reacted to “What if you gamify i…” with ❤️
00:16:33 Erica Nash: Build your own table is episode 30
00:17:48 Amy K Ogden: Reacted to “Of course! I will sh…” with ❤️
00:20:35 Glennette Goodbread: Right like points or rewards for X number of contacts.
00:27:40 Amy K Ogden: I love when you share these things, Shannon. Thank you for being so transparent with your journey!
00:30:21 Angelica Hidalgo: Hahahahahahahaha Erica that’s the best advice, delusion gets you far
00:30:38 Ivy Neal: Reacted to “Hahahahahahahaha Eri…” with 😂
00:30:47 Erica Nash: Replying to “Hahahahahahahaha Eri…”

No for real, so far hahaha
00:31:31 Angelica Hidalgo: Reacted to “No for real, so far …” with 😂
00:32:59 Chantel Rudden: Needed to hear this! Have been thinking of doing small podcasts 🙂
00:33:09 Ivy Neal: Reacted to “Needed to hear this!…” with ❤️
00:33:10 Erica Nash: Replying to “Needed to hear this!…”

Do it!!
00:33:17 Ivy Neal: Replying to “Needed to hear this!…”

Podcasting is FUN.
00:33:19 Tracy Trathen • e design studio, LLC: I feel like we’ve hired “mind manager” help in the WDA!
00:33:32 Erica Nash: Reacted to “I feel like we’ve hi…” with ❤️
00:33:52 Ivy Neal: Replying to “Hahahahahahahaha Eri…”

Primary takeaway from today…be a little delusional. 😂
00:33:56 Ivy Neal: Reacted to “I feel like we’ve hi…” with ❤️
00:33:58 Chantel Rudden: Reacted to “Do it!!” with ❤️
00:34:00 Chantel Rudden: Reacted to “Podcasting is FUN.” with ❤️
00:34:04 Chantel Rudden: Reacted to “I feel like we’ve hi…” with ❤️
00:34:06 Tracy Trathen • e design studio, LLC: Reacted to “Podcasting is FUN.” with ❤️
00:34:07 Ivy Neal: Reacted to “Right like points or…” with ❤️
00:34:16 rachelcromer: A friend/acquaintance verbally told me they were interested in my web services. I said I would email them more information about my services. That was 6 weeks ago (before I found WDA).

I have been putting this off because of travels and feeling a little swamped with other projects. But if I’m being honest, I think I’m scared of working with them because I still feel like I don’t have any processes or structure in place in my business and haven’t built my package matrix yet. What should I do?
00:34:29 Erica Nash: We’ve also got another in the queue
00:35:13 Ivy Neal: Was JUST talking about this with someone today. AI is helpful for some things, but it’s just not human. Absolutely.
00:38:46 Amy K Ogden: Rachel, this is where the Facebook group is awesome in between these Strategy Calls. This group has saved my patooty more than once. 😄
00:39:34 Amy K Ogden: Also, JUST DIVE IN! The best process is starting.
00:39:56 Caitlin Harrison: Yes, this is how I built it! build it while you go with the transparency of the process
00:40:35 Amy K Ogden: Replying to “Yes, this is how I b…”

Me too, and I think I’ll always be improving my processes this way.
00:40:55 Angelica Hidalgo: I’m doing that with a friend at the moment! I was stressing things were taking too long and I asked her and she was like oh I literally don
00:41:02 Angelica Hidalgo: Don’t care at all **
00:41:03 Caitlin Harrison: Replying to “Yes, this is how I b…”

yes, I am building a new form for an intensive and the first client is getting the draft of it
00:41:28 Erica Nash: In the tools, templates, and scripts section of the website, there is a tool called “WDA Process + Client Journey Checklist” that is a spreadsheet with every step of our process. That might be helpful to look at during this initial consultation process to wrap your mind around what it might look like. It even tells you when to do things.
00:41:34 Amy K Ogden: Reacted to “Don’t care at all **” with 😃
00:41:41 Chantel Rudden: Reacted to “In the tools, templa…” with ❤️
00:41:43 Ivy Neal: Reacted to “In the tools, templa…” with ❤️
00:43:06 Kim Blake: Reacted to “In the tools, templa…” with ❤️
00:43:13 Amy K Ogden: That’s a good one Shannon.
00:43:20 Tracy Trathen • e design studio, LLC: Reacted to “In the tools, templa…” with ❤️
00:44:02 Kim Blake: If we wait until something is “perfect” we will never take action/move forward. We have to start somewhere to develop our processes.
00:44:19 rachelcromer: Reacted to “If we wait until som…” with ❤️
00:44:21 Ivy Neal: Reacted to “If we wait until som…” with ❤️
00:44:26 Erica Nash: Reacted to “If we wait until som…” with ❤️
00:44:36 Tracy Trathen • e design studio, LLC: Reacted to “If we wait until som…” with ❤️
00:47:08 Erica Nash: Reacted to “Also, JUST DIVE IN! …” with 🙌
00:47:11 Erica Nash: Reacted to “Yes, this is how I b…” with 👏
00:47:23 Kim Blake: Reacted to “yes, I am building a…” with 👍
00:47:37 Kim Blake: Reacted to “Me too, and I think …” with ❤️
00:47:45 Chantel Rudden: Reacted to “If we wait until som…” with ❤️
00:48:48 Erica Nash: From someone who always says to myself “you should have known better,” I just want to say, you should not have known better. You did the best you could with the information you had.
00:48:58 rachelcromer: Reacted to “From someone who alw…” with ❤️
00:49:16 Ivy Neal: Replying to “From someone who alw…”

I need to get a handle on that response for myself. So bad about that.
00:49:29 Ivy Neal: Reacted to “From someone who alw…” with ❤️
00:50:05 Erica Nash: Replying to “From someone who alw…”

It’s so hard!
00:54:47 Robin Smith: It would have been an automatic choice if you were to know. I would let you clients know that you just found something hidden in Woo Commerce that you think would be helpful. Let them decide if they want to pay you to add it. They don't know that you didn't know.
00:55:01 Ivy Neal: Reacted to “It would have been a…” with ❤️
00:55:03 Erica Nash: Reacted to “It would have been a…” with ❤️
00:55:10 Angelica Hidalgo: It happened because that person decided to be crap! Not your fault they want to be shitty. It’s happened so that you can learn and it doesn’t happen again. AND it happened with your sister, best person for it to happen to.
00:55:11 Kim Blake: Reacted to “It would have been a…” with ❤️
00:55:25 Angelica Hidalgo: Rather than it being a client you don’t know
00:57:26 Erica Nash: And you don’t have to say anything about “I should have known when I built it” or “I wish I would have known when I built it”
00:58:47 rachelcromer: Replying to “And you don’t have t…”

Organizations like Woocommerce don’t want us to know where the security risks are. So it absolutely wouldn’t have been something obvious for you to have known
00:58:59 Tracy Trathen • e design studio, LLC: It’s a great opportunity to show how you care and that you are a person of integrity – I can’t see how they wouldn’t have anything but great things to say about you after you help them
00:59:18 Erica Nash: Reacted to “Organizations like W…” with 👆
00:59:19 Kim Blake: Reacted to “It’s a great opportu…” with ❤️
00:59:31 Erica Nash: Reacted to “It’s a great opportu…” with ❤️
01:01:00 Amy K Ogden: Reacted to “It’s a great opportu…” with ❤️
01:01:10 Amy K Ogden: Reacted to “Organizations like W…” with ❤️
01:01:54 Amy K Ogden: Thank you!!!!
01:02:03 Ivy Neal: Thank you!!
01:02:08 Amy K Ogden: Have fun!!
01:02:14 Tracy Trathen • e design studio, LLC: Have a fantastic time all retreatgoers!