listen to my latest podcast episode:
Managing Your Web Design Business Finances with Rocky Lalvani EP 88
byShannon Mattern
WDA Live Strategy Call 12-19-2023


Summary + Transcript

Chat

00:01:36 Anika Loewen: Managed to sort out a client’s email issues.
00:01:53 Ivy Neal: Reacted to “Managed to sort out …” with ❤️
00:02:05 Erica Nash: Reacted to “Managed to sort out …” with ❤️
00:02:22 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “Managed to sort out …” with ❤️
00:02:27 Angela Winter: Reacted to “Managed to sort out …” with ❤️
00:02:57 Janet Hoover: Reacted to “Managed to sort out …” with 🙌
00:03:02 Lisa Doiron: Reacted to “Managed to sort out …” with 🙌
00:05:21 Angela Winter: Got holiday cards out to all my clients and led an amazing visioning workshop yesterday
00:05:29 Anika Loewen: Reacted to “Got holiday cards ou…” with 🎉
00:05:32 Erica Nash: Reacted to “Got holiday cards ou…” with 🎉
00:05:32 Tracy Trathen • e design studio, LLC: Reacted to “Got holiday cards ou…” with ❤️
00:05:34 Tracy Trathen • e design studio, LLC: Reacted to “Managed to sort out …” with ❤️
00:05:46 Ivy Neal: Will the workshop be recorded? Forgot I have another commitment that day, so I can’t be there. 😕
00:05:54 Erica Nash: Replying to “Will the workshop be…”

Always!!
00:06:15 Ivy Neal: Got some content prepped ahead of time for January, and am taking time off with the family the rest of the month!
00:06:27 Erica Nash: Reacted to “Got some content pre…” with ❤️
00:06:30 Angela Winter: Reacted to “Got some content pre…” with ❤️
00:06:42 Ivy Neal: Reacted to “Always!!” with ❤️
00:06:50 Ivy Neal: Reacted to “Got holiday cards ou…” with 🎉
00:06:57 Erica Nash: Here is the link for questions today! https://airtable.com/appBKMODI6rJUNuPk/shrQMjgC7CiiWTBsh
00:07:41 Lisa Doiron: Reacted to “Got holiday cards ou…” with 🎉
00:07:55 Lisa Doiron: Reacted to “Got some content pre…” with ❤️
00:08:07 Diana Richards: I am! No work after Friday
00:08:11 Erica Nash: Reacted to “I am! No work after …” with 🥳
00:08:13 Michelle Self – WordPress Designer + Tech Transformations: Intentionally taking off starting Thursday until Jnan 2!
00:08:19 Ivy Neal: Reacted to “I am! No work after …” with 🥳
00:08:20 Janet Hoover: Reacted to “Intentionally taking…” with 🙌
00:08:20 Erica Nash: Reacted to “Intentionally taking…” with 🥳
00:08:22 Ivy Neal: Reacted to “Intentionally taking…” with 🥳
00:08:26 Anika Loewen: Not the full 2 weeks, but I am setting aside time for myself
00:08:30 Erica Nash: Reacted to “Not the full 2 weeks…” with 🥳
00:08:36 Ivy Neal: Reacted to “Not the full 2 weeks…” with 🥳
00:09:37 Michelle Self – WordPress Designer + Tech Transformations: I worked for a few companies that did a Holiday Shutdown over Christmas and New Years, and I can't live without it.
00:10:35 Tracy Trathen • e design studio, LLC: Reacted to “I worked for a few c…” with ❤️
00:11:00 Tracy Trathen • e design studio, LLC: Replying to “I worked for a few c…”

When i get to the point where i have a team, I want to do that, to – for me and them 🙂
00:11:06 Tracy Trathen • e design studio, LLC: Replying to “I worked for a few c…”

*too
00:11:21 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “*too” with ❤️
00:12:48 Michelle Self – WordPress Designer + Tech Transformations: I purchased a Website Owner's Manual template that I can customize.
00:13:15 Tracy Trathen • e design studio, LLC: Reacted to “I purchased a Websit…” with ❤️
00:14:07 Tracy Trathen • e design studio, LLC: Replying to “I purchased a Websit…”

I did too – the “WOM” (from The Admin Bar).
00:14:49 Michelle Self – WordPress Designer + Tech Transformations: Replying to “I purchased a Websit…”

Yes – that's the one I have 🙂
00:15:39 Anika Loewen: I do a 1-hour meeting, and each person that is in attendance, I charge a fee.
00:16:53 Anika Loewen: I then say in my contract that anything above that is an hourly cost to update, and any issues that arise from them messing with the site is on them, and I would charge to fix.
00:17:11 Angelica Hidalgo: Reacted to “I then say in my con…” with ❤️
00:18:30 Erica Nash: It’s at the end of workbook 4!
00:18:39 Tracy Trathen • e design studio, LLC: Reacted to “It’s at the end of w…” with ❤️
00:20:22 Amy K Ogden: There are somethings in my Patrick that are the same across the board because that’s all I want to offer and I phrase it like, “this is so important that I include it with all packages” and it’s typically the lowest level of what I want to do.
00:20:36 Angelica Hidalgo: Reacted to “There are somethings…” with ❤️
00:20:55 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “There are somethings…” with ❤️
00:21:29 Anika Loewen: There will always be those
00:22:54 Lisa Doiron: Reacted to “I did too – the “WOM…” with 👍
00:23:03 Tracy Trathen • e design studio, LLC: most of my clients don’t understand what any of that stuff is 🙂
00:23:30 Amy K Ogden: I offer a Website Owner’s Manual (written) and the thing that I level up is tutorials or guides. Premium: 3 custom tutorials written and video plus access, mid: access to a library of general tutorials that I make using loom (not specific to a particular client), low end is a doc with links to external resources like on how to update thier content and guidelines for maintenance.
00:25:30 Tracy Trathen • e design studio, LLC: Reacted to “I offer a Website Ow…” with 👏🏻
00:27:38 Anika Loewen: Reacted to “I offer a Website Ow…” with 👏🏻
00:28:17 Amy K Ogden: The Admin Bar has a fabulous Website Owner’s Manual for like $20 and that’s the template I use. It takes me about 5 minutes to fill out.
00:28:26 Angelica Hidalgo: Reacted to “The Admin Bar has a …” with 🎉
00:29:09 Michelle Self – WordPress Designer + Tech Transformations: “Let me Google that for you”
00:29:19 Tracy Trathen • e design studio, LLC: https://letmegooglethat.com/
00:29:40 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “https://letmegooglet…” with 😂
00:29:40 Amy K Ogden: I must have bought it on sale, it’s actually $47. Worth it for me. https://theadminbar.com/products/wom/
00:29:54 Janet Hoover: Reacted to “I must have bought i…” with 👍
00:31:04 Tracy Trathen • e design studio, LLC: Good for you, Kim!!! yay!
00:31:14 Kim Stone: I like that approach.
00:31:28 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “I must have bought i…” with 👍
00:32:17 Michelle Self – WordPress Designer + Tech Transformations: That's a great idea, Kim!
00:32:24 Jessica Aiese-Davoli: I can totally relate to this Kim!
00:32:34 Michelle Self – WordPress Designer + Tech Transformations: Replying to “I can totally relate…”

Me too!
00:32:36 Angelica Hidalgo: Glennette is that a cat on your shoulder 😂
00:32:49 Amy K Ogden: 😂
00:32:50 Glennette Goodbread: Replying to “Glennette is that a …”

Yes LOL
00:32:55 Angelica Hidalgo: Reacted to “Yes LOL” with 😂
00:33:09 Tracy Trathen • e design studio, LLC: Replying to “I must have bought i…”

Mine was cheaper too – I think the guy from The Admin Bar runs sales now and then for this item.
00:33:17 Glennette Goodbread: Replying to “Glennette is that a …”

Not actually on my shoulder though haha
00:33:21 Trish Bovell: Replying to “Glennette is that a …”

🐈
00:33:31 Tracy Trathen • e design studio, LLC: Reacted to “Glennette is that a …” with 🤣
00:33:58 Amy K Ogden: Replying to “I must have bought i…”

@Tracy Trathen • e design studio, LLC I think so too, I’m thinking that I must have bought it during a Black Friday sale.
00:34:21 Tracy Trathen • e design studio, LLC: Replying to “I must have bought i…”

Yes! that sounds right for me as well LOL
00:35:29 Kim Blake: Replying to “I purchased a Websit…”

Oh! I’ll check that out. Thanks.
00:35:46 Kim Blake: Reacted to “I do a 1-hour meetin…” with 👍
00:36:09 Erica Nash: It’s to your students’ benefit to only be a few steps ahead of them. You haven’t forgotten what it’s like to be them.
00:36:15 Kim Blake: Reacted to “I then say in my con…” with 👍
00:36:19 Kim Blake: Reacted to “It’s at the end of w…” with 👍
00:36:42 Kim Blake: Reacted to “There are somethings…” with ❤️
00:37:37 Kim Blake: Replying to “most of my clients d…”

Yep! Which is why I am thinking go not including it. We will see.
00:38:07 Kim Blake: Reacted to “I offer a Website Ow…” with ❤️
00:38:17 Kim Blake: Reacted to “The Admin Bar has a …” with ❤️
00:38:29 Kim Blake: Reacted to “”Let me Google that …” with 😆
00:38:46 Kim Blake: Replying to “https://letmegooglet…”

LOL! That’s it!
00:38:58 Kim Blake: Reacted to “Good for you, Kim!!!…” with 🙂
00:39:07 Kim Blake: Reacted to “I like that approach…” with 👍
00:39:11 Kim Blake: Reacted to “That's a great idea,…” with 👍
00:39:52 Kim Blake: Reacted to “I must have bought i…” with 👍
00:51:16 Lisa Doiron: what is the book called?
00:51:19 Janet Hoover: I just googled it
00:51:20 Janet Hoover: https://www.amazon.com/s?k=the+coaching+habit+book&i=stripbooks&hvadid=581411400370&hvdev=c&hvlocphy=9027258&hvnetw=g&hvqmt=e&hvrand=9433124798050341472&hvtargid=kwd-295879255339&hydadcr=15508_9918615&tag=googhydr-20&ref=pd_sl_smwyasr07_e
00:52:18 Michelle Self – WordPress Designer + Tech Transformations: No just timing
00:52:35 Michelle Self – WordPress Designer + Tech Transformations: they pay mid month, will switch to sent on 1st due on 15th
00:52:42 Erica Nash: @Angelica Hidalgo I LOVE talking about developing coaching/education. I’d be happy to hop on a call with you any time if you feel like it would be helpful to chat it out. Just let me know if you want to do that!
00:53:01 Angelica Hidalgo: Replying to “@Angelica Hidalgo I …”

I would LOVE that please, thank you so much!!
00:53:25 Trish Bovell: When I did that several years ago, I pro-rated the amount until the payment date.
00:53:31 Glennette Goodbread: Reacted to “@Angelica Hidalgo I …” with ❤️
00:53:45 Janet Hoover: Reacted to “@Angelica Hidalgo I …” with ❤️
00:54:07 Erica Nash: Replying to “@Angelica Hidalgo I …”

@Angelica Hidalgo for sure! Feel free to book whenever it works for you ericanash.com/calendar
00:54:13 Michelle Self – WordPress Designer + Tech Transformations: Replying to “When I did that seve…”

Thanks! That's part of my plan too
00:54:27 Glennette Goodbread: Replying to “@Angelica Hidalgo I …”

Ooooo can I book one too? 🙂
00:54:42 Erica Nash: Replying to “@Angelica Hidalgo I …”

Sure ☺️
00:54:44 Angelica Hidalgo: Love you all thank you!!
00:54:47 Janet Hoover: Merry Christmas and Happy New Year all!! ✨ 🎄 🥂
00:54:49 Glennette Goodbread: Reacted to “Sure ☺️” with ❤️
00:55:05 Glennette Goodbread: Mine for 2024 is COURAGE!
00:55:20 Janet Hoover: Mine is Intentional
00:55:22 Lisa Doiron: Happy New Year everyone!
00:55:29 Tracy Trathen • e design studio, LLC: mine for 2024 is MOVE (as in move forward).
00:55:44 Michelle Self – WordPress Designer + Tech Transformations: Maybe Dream
00:55:58 Janet Hoover: Edit Michelle…”Dream BIG”
00:56:06 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “Edit Michelle…”Dream…” with ❤️
00:56:11 Michelle Self – WordPress Designer + Tech Transformations: Replying to “Edit Michelle…”Dream…”

YES! LOVE!
00:56:14 Michelle Self – WordPress Designer + Tech Transformations: Happy Holidays!
00:56:14 Glennette Goodbread: I haven't decided if I'm continuing so just in case, you are all amazing!
00:56:15 Tracy Trathen • e design studio, LLC: See you next year!
00:56:16 Janet Hoover: Reacted to “YES! LOVE!” with ❤️
00:56:23 Angelica Hidalgo: Merry Christmas!!
00:56:28 Angela Winter: Reacted to “I haven't decided if…” with ❤️
00:56:30 Michelle Self – WordPress Designer + Tech Transformations: Reacted to “I haven't decided if…” with ❤️
00:56:34 Ivy Neal: Merry Christmas all!!! ❤️❤️
00:56:37 Kim Blake: Happy Holidays!