0:00

Have you been curious as to what

0:00

program of ours here at workflow

0:03

queen is the right fit for you. And you're just not even sure where

0:04

to start, or maybe you are a current

0:07

student of one of our programs, but

0:07

want more information about all of the

0:11

different programs that we offer in

0:11

different ways that you can work with us?

0:14

Well, this is going to be the episode for you. So in this episode, I'm going to be

0:16

diving into the three core programs

0:19

that we offer here at workflow queen. And these are in order from

0:21

stepping stones of what

0:23

stage you're at in business. We have workflows in a weekend.

0:26

Kick off with Asana and Breakthrough

0:26

for Bookkeepers and Accountants.

0:29

And so in this episode, I'm going

0:29

to be breaking down at what stage

0:32

in business you'd want to be at what

0:32

program, what are the outcomes of

0:35

each of these programs, the different

0:35

features and functionalities.

0:38

And really what you're going to get from them. And you know, what you should expect

0:39

from being in those programs, the

0:43

different levels of support that

0:43

we offer and so on and so forth.

0:47

So if you've been curious as to what

0:47

kind of support and what kind of program

0:50

that you need at this time in your

0:50

journey, that this is the right fit

0:53

for you, all of our programs are geared

0:53

towards helping to create better systems.

0:56

Processes hire the right team members.

0:59

And it really helps you to

0:59

take your firm to the next

1:01

level, to help run without you. And so without further

1:02

ado, enjoy this episode.

1:05

And if you have any questions

1:05

about our program, Please

1:07

feel free to reach out to us. Hey everyone.

2:05

Welcome to the episode. So we're going to be

2:06

diving straight in to this.

2:09

Juicy, episode's going to really be

2:09

breaking down the different programs that

2:12

we offer here at workflow queen, different

2:12

ways that you can work with a company

2:15

and ways that you can help level up

2:15

your bookkeeping or accounting business,

2:18

and really take it to that next level. And so I really want to start off by

2:20

saying that I really appreciate everyone

2:24

who might be listening, who already

2:24

is a current student who has worked

2:26

with us in some sort of capacity. I truly appreciate

2:28

every single one of you.

2:30

It's such a wild experience that in about

2:30

a month, we'll be about four years at

2:34

workflow queen and the amount of people

2:34

that we have impacted around the world

2:38

to help them create systems, processes,

2:38

hire the right team is just incredible.

2:42

And the wins that you've shared

2:42

with me are just so amazing.

2:45

And you guys are the reason why I

2:45

keep going and doing this every day.

2:49

Why we keep improving our programs. Why we keep getting right in

2:50

front of you is so we can help

2:53

you and see those wins as well. So I just want to say thank you

2:54

so much if you're listening, if

2:57

you're already a current student. If you're someone who maybe has never

2:58

worked with us in any capacity, but you're

3:01

curious as to how we can help you with

3:01

transforming your business to really

3:05

get it, to move on autopilot without

3:05

you having to be there in the day-to-day

3:07

weeds and having to do everything in the

3:07

business, no matter what stage you're at.

3:12

If you're a bookkeeper accountant,

3:12

and this is the right episode for you.

3:14

And maybe if you are a current student,

3:14

but you're really looking for more

3:17

information on the different programs

3:17

that we offer that you have not yet taken.

3:21

I'm going to break that down today. And that's what this episode

3:22

is going to be all about. I just want to start off by saying that

3:24

if you are a listener here, I'll let

3:27

you know if you're in the right place. So if you're a listener who has a

3:28

bookkeeping or accounting practice, that

3:32

could be very beginning stages where

3:32

maybe you still work your nine to five

3:35

and you're trying to build your business

3:35

and you're just starting out bookkeeping.

3:39

Or accounting and you're

3:39

starting to build it.

3:42

Or maybe you are well-advanced, you've

3:42

been doing this for many, many years.

3:45

Maybe you're already at a seven

3:45

figure stage in your firm.

3:47

just letting you know, we do

3:47

help people from all stages

3:50

from beginner to well-advanced. as a business owner, a bookkeeper or

3:51

accountant in the financial space, if

3:55

you're also a tax preparer, we also

3:55

do have a lot of programs that can

3:58

help you in your tax practice as well. And so I just want to start off with that.

4:02

And so if you're here listening to this

4:02

podcast, and for some odd reason, you

4:05

aren't someone who's a bookkeeper or

4:05

accountant, and maybe you've just stumbled

4:08

across a podcast and use as inspiration.

4:11

I do want to preface that all of

4:11

our programs are geared towards

4:13

bookkeepers and accountants who

4:13

At least have started their own

4:15

bookkeeping or accounting business. Like I say, you can be a taxpreparer,

4:17

anybody in that financial realm.

4:19

Or someone who's maybe well-advanced. So if that's not you, you can

4:21

stick around as long as you want.

4:24

But I always like to make sure that

4:24

you know, that all of our programs are

4:27

specific to the accounting industry. So I want to start off with that.

4:30

And then the other thing I want to say

4:30

as well is if you are maybe a bookkeeper

4:33

accountant working for a corporate firm,

4:33

And you have no intentions of starting

4:37

your own business and maybe our programs. Aren't going to be a good fit for you.

4:40

However, if you are someone who is

4:40

listening in and you do not have your own

4:44

bookkeeping business, but maybe you're

4:44

an operations manager, an assistant or

4:48

whatever that looks like for an accounting

4:48

firm, then maybe this is a great episode

4:51

for you to be able to present to the

4:51

accounting firm that you work for.

4:55

The different programs that we offer,

4:55

that we can work alongside them and

4:58

you to help them implement it as well. So let's go and dive into

5:00

the fun, juicy stuff.

5:02

So we have three core major programs

5:02

here at workflow queen, and I've had

5:06

this company since 2020 in about a month.

5:09

We'll be about four years in business. We have helped people transform

5:10

from all around the world.

5:13

And it's just so incredible. So if you're a current

5:14

student, I just appreciate you. We've helped people from all

5:16

around the world to implement tech

5:19

systems automation, to help people

5:19

scale bigger, higher, better in

5:21

breakthrough to the next level. And through that over the years, we have

5:23

first started out with a program called

5:27

kickoff with Asana, which don't worry. I'm going to link everything below

5:28

this lovely podcast episode for you to

5:32

be able to go check out the website. So kickoff with Asana was the very first

5:34

program I ever came up with here at

5:37

workflow queen and the need for creating

5:37

that program came from the fact that.

5:41

I had asked others in the industry,

5:41

if they also struggled with.

5:44

You know, maintaining the tasks and

5:44

staying on top of all the projects

5:47

and all these different things. And at that time, I also had my own firm.

5:51

I very first firm. Where I did bookkeeping and tax

5:52

work, and I did have a team and I

5:56

myself went through the struggle of

5:56

trying to find a project management

5:58

system that actually worked. That I can make into my

6:00

own for this industry.

6:02

And so I found through the struggle for

6:02

myself, I found that other people in

6:06

the industry also needed the same thing. And so that's when Kickoff

6:08

of Asana was created.

6:10

And Kickoff with Asana has

6:10

we've redone it three different

6:13

times and now it's pretty solid. We do give update videos

6:15

if needed and necessary.

6:18

If Asana updates, anything major. Which has been really cool.

6:21

So since kickoff with Asana

6:21

we then created a program

6:24

called Workflows in a Weekend. And Workflows in a Weekend is really

6:26

just a stepping stone program is probably

6:29

what the best way I'd describe it. Where if maybe you're at the

6:31

newer stages or you're not very

6:33

familiar with me or my teaching

6:33

style, it's a really great program.

6:36

It's our, least expensive program

6:36

that we have that you can go in and

6:40

just really learn about workflows,

6:40

how to actually document them what

6:43

our workflows, why it's important. We give you a brief little overview

6:45

of Asana, but not, we don't give

6:49

like the templates that we would

6:49

inside a kickoff for Asana.

6:51

And then I think that was like a year

6:51

after I created kickoff with Asana,

6:55

because I found a lot of people who maybe

6:55

just couldn't afford kickoff with Asana.

6:58

Because remind you like all of my

6:58

programs aren't investment, like

7:02

anything that you purchase to

7:02

learn more about is an investment.

7:05

Whether it's a book. Whether it's a program, whether it's a

7:06

class, like it doesn't matter no matter

7:09

what, if you want thorough information

7:09

and thorough teachings to really help

7:14

you set you off in the right direction,

7:14

you're going to have to pay money.

7:17

And that's just where the investment lies. Then I think it was two years

7:19

after I started the company.

7:23

People that had done kickoff with Asana

7:23

and other people in the industry who

7:26

would like also build up their business

7:26

at the same time as me, when I had my own

7:30

firm, I found that they were struggling

7:30

beyond just a project management system.

7:34

They were struggling with, you know,

7:34

how do I hire, what does that look like?

7:37

What do I pay them? How do I run team meetings?

7:40

What are the systems that are bigger

7:40

than just the project management system?

7:43

What is the whole onboarding

7:43

process supposed to look like?

7:46

you know, how do I remove myself from

7:46

the day-to-day work and not be involved?

7:49

How do I create an emergency plan? All these different things.

7:51

I had all these questions coming, especially for my kickoff, with Asana students.

7:55

Who were like Alyssa, we need more

7:55

than just a project management system.

7:59

And that's when I was really

7:59

inspired to create my other program.

8:02

It's called breakthrough. Breakthrough is my first

8:03

ever group coaching program.

8:06

It has been so much fun. And to be honest, it is my favorite

8:08

program of all the programs that I have.

8:12

Yes, Kickoff with Asana will always

8:12

have a special place in my heart, but

8:15

nothing can replace the winds that we've

8:15

been able to create from breakthrough.

8:19

When it comes to like literally

8:19

our students have been able to.

8:22

Step away, fully from the company. They've been able to take

8:24

unplugged vacations while their

8:26

firm is like still growing. We have a lot of people who have found

8:28

their dream team have really implemented

8:31

high-level core systems help them reprice

8:31

and restructure their whole entire firm.

8:36

And it's just so crazy. And like, I love doing the coaching calls.

8:39

I just love being involved. And so let's just kind of break down the

8:41

different programs and the different,

8:45

like stepping stones that they create. So first of all, workflows in a weekend

8:47

is a great program for anybody who's

8:51

at the beginning stages of business. And so you're barely beginning your

8:54

bookkeeper accountant practice.

8:57

And you're just like, you know what? I just want to be proactive and

8:58

start documenting the things that

9:01

I'm doing, because you really don't

9:01

know where the business is going.

9:04

I made the mistake when I first

9:04

started my business to think that

9:06

it was just going to be me forever. And I was so set on never hiring

9:08

anybody until it got to a point

9:11

where I didn't have a choice. And at that time, I had to do

9:12

so much documentation and I

9:15

regretted not doing it before. And so not even if like you plan

9:17

to hire, it's still important

9:20

to document what you're doing. So that way you're consistent because if

9:21

you're trying to go by memory every single

9:25

month and you're trying to do something. You're seriously going to like drop

9:27

the ball on so many different things.

9:30

I know this from experience. I can't imagine my life without all

9:31

the checklists, all Asana, all the

9:35

notion, all the things that we do. I just can't imagine.

9:38

So if you're at the beginning

9:38

stages to really good opportunity

9:40

and workflows in a weekend, It's

9:40

a very cost-effective program.

9:43

It's less than a hundred dollars. It's actually less than $50 to

9:44

sign up for workflows in a weekend.

9:48

So we made it cost effective for anybody

9:48

who's maybe at that more beginner stages.

9:52

It's a three series workshop. And they are prerecorded.

9:55

So you go in, you learn about what

9:55

our workflow is, how to document them.

9:59

And then we talk about Asana, which

9:59

is a project management system.

10:02

I teach, we go through Asana just to teach

10:02

you how to pull that workflow into Asana.

10:07

That program is not going to give you a

10:07

deep dive of all things, about Asana and

10:10

how to use a project management system. And here's some templates.

10:13

Workflows in a weekend is

10:13

really a DIY situation.

10:16

So we're going to teach you how to create the workflows, but you need to go in and document them.

10:20

And so this is really helpful for

10:20

people who don't know my teaching style.

10:23

Don't know if you're going to like what I have to offer. It's a great starting program.

10:27

Like I said, that'll help you like

10:27

learn how to document those workflows.

10:31

Now, if you're more advanced in

10:31

business, I really don't recommend taking

10:34

workflows in a weekend because you really

10:34

should just be cutting the corners.

10:37

And just getting the full-proof

10:37

system and not trying to like

10:40

build things from scratch. And when I say that we typically means

10:42

anybody who's been in business and

10:45

already experienced a lot of headaches

10:45

of trying to manage their clients.

10:48

It could be literally five clients. It could be 50 clients.

10:52

It's whenever you start to really feel those headaches. A lot of the times when you're brand new,

10:54

you only have like one to two clients.

10:58

It's a lot easier for you to manage that work. And then I recommend using

11:00

workflows in the weekend to help

11:02

you learn to document it right. Workflows in a weekend is a great stepping

11:04

stone into our program Kickoff with Asana.

11:08

And so kickoff of Asana is like the next

11:08

tier up from workflows in a weekend.

11:12

So kick off of Asana. Is going to be your first investment

11:13

when it comes to the pricing of

11:16

the program, it is an investment. And that's because we give you everything

11:18

that you need from start to finish when

11:21

it comes to setting up your Asana, using

11:21

it learning every single functionality

11:25

and feature from A to Z inside of Asana.

11:28

If you use a different project

11:28

management system, don't worry.

11:30

You can still use it. I will preface.

11:32

So the support that comes with that

11:32

program does not cover other project

11:36

management systems like Keeper or Click Up

11:36

because we are not experts in that arena.

11:40

And so I use Asana. I've been using Asana

11:41

seriously since Like 2017.

11:44

It's been in my world for

11:44

a very, very long time.

11:47

And it's funny because when I started

11:47

my second bookkeeping firms, so

11:50

magnetic bookkeeping consulting. I literally took my same templates that

11:52

I give you guys inside of kickoff with

11:55

Asana and set them up for my own firm. And so I tell people all the time, it's

11:57

not a joke, what I say, I've used these

12:01

templates over and over again for myself

12:01

and I have a really successful firm.

12:04

I've done it once before and I'm doing it again. And so just know that these are things

12:06

that are tested and tried and true.

12:10

We've gotten feedback on them. I've tweaked them over.

12:12

You know, over the time and over

12:12

the course of the program as well.

12:16

So kickoff with Asana

12:16

is a self-paced program.

12:18

It's going to be a little bit

12:18

more of a time investment, but I

12:20

can tell you that a lot of people

12:20

ask me the question of Alyssa.

12:23

Well, how long will kick off with us on a take. It depends on you because I've had people

12:25

like I'll give a really great example.

12:29

Jolene Fleming. I had her here on the podcast once

12:30

she's a breakthrough student and

12:33

also kickoff for Asana student. She had over a hundred clients

12:35

and she was so fed up with like

12:39

everything being everywhere, not

12:39

knowing when the due dates are.

12:41

And like, I can imagine a hundred

12:41

clients trying to manage all that.

12:44

And she took it off of Asana and

12:44

she literally set up kickoff of

12:48

Asana with all the templates we

12:48

created in all the teachings.

12:51

In one weekend. And so for her, she has a hundred

12:52

clients and she did it within a

12:55

weekend, but she was desperate. And so tired of forgetting

12:57

things, dropping the ball and

13:01

not having good client retention

13:01

rates because of the fact that.

13:04

You know, everything was

13:04

just kind of chaos and she'll

13:06

admit that it was total chaos. Right? Then we have some students who

13:08

literally have one client who it's

13:11

a year later and they still have

13:11

not implemented kickoff with Asana.

13:14

So it is up to you. I can only give you all the resources,

13:15

but I cannot force you to do the work.

13:18

And so. My recommendation is if you don't

13:19

have the time or you feel like you

13:22

don't then if Jolene Fleming can do

13:22

it and she's got a hundred clients and

13:25

she locked off a whole weekend to do

13:25

nothing else, but implemented, then

13:29

you really have no excuse as well. Right? And so you can't just let all these

13:31

things that you purchase, like sit

13:34

on your virtual, you know, Bookshelf

13:34

and then collect all this dust.

13:38

Like that's not the whole point

13:38

of why you invest in these things.

13:41

So it kicked off with a song I'd recommend. Honestly, we have people from beginning

13:42

stages who have zero clients to

13:46

people I think our student that has a

13:46

highest number of clients She owns a

13:49

tax firm and also a bookkeeping firm. They have 500 bookkeeping clients and

13:51

they have like 1200 something tax clients

13:56

and they use Asana and they have it

13:56

fully set up with our methodologies.

13:59

Then we have people who have

13:59

never had a client before who

14:02

started with Kickoff with Asana. And the reason why they invested in

14:03

it was because they would rather not

14:06

have to document their own workflows. Trying to figure out

14:08

the answers themselves. And instead, the workflows that we

14:10

provide and the templates that we

14:12

provide for the project management

14:12

system, like I said, you can use for

14:16

other systems if you'd like is they

14:16

literally came in, got those systems.

14:21

Then when they onboarded their first

14:21

client, they had literally every step

14:24

to onboard their client every step

14:24

to maintain the client's books, every

14:28

step, to be able to make sure to

14:28

do the cleanup, they had everything

14:30

they needed to, to stay on track and

14:30

they didn't have to guess when things

14:33

needed to be done in different orders. And so if you are at the newbie stage,

14:35

it is a great investment as well,

14:38

because it will help to set you up

14:38

when you do onboard those people,

14:41

or you do start to do the work. The beauty about kickoff of Asana though,

14:43

is the fact that we do so much more than

14:47

just thinking about the clients, because

14:47

I think the failure in this industry.

14:50

Is that a lot of people, whether it's

14:50

the coaching gurus, whether it's the

14:54

software, people who are building out

14:54

the softwares or whatever that looks like

14:58

everyone is so focused on the client work. And yes.

15:01

We need the clients to make

15:01

money to fuel the business.

15:04

But at the same time, Your

15:04

business needs to thrive and grow.

15:08

And so if you're only focused on how can

15:08

I serve my clients, but what about you?

15:11

It's the same thing in your personal life, right? Imagine like serving your kids and

15:13

serving your family and serving all these

15:17

different people all the time, but then

15:17

you're never taking care of yourself.

15:20

You can't serve someone to

15:20

Your highest capabilities

15:23

without first serving yourself. And it goes the same way when it comes

15:25

to your systems and your business.

15:28

If you're a business, foundational

15:28

systems are not good, then you

15:31

cannot better serve your clients. You cannot create a better

15:32

client experience system.

15:35

It's just going to be stressful

15:35

and really overwhelming.

15:37

And you truly can't step away. So a kickoff of Asana.

15:39

We give you all the templates to

15:39

run your whole entire business.

15:42

Specific to the accounting industry

15:42

and then also break everything down.

15:46

Like I said, it's, self-paced you get

15:46

lifetime access to that program and

15:48

you get lifetime access to support,

15:48

which is a community Facebook group

15:51

for all kickoff of Asana students. To be able to ask questions

15:53

and get some feedback.

15:55

we do a monthly live Q and a call. I believe it's as I'm recording this every

15:58

first Wednesday of every single month.

16:01

And so, yeah, it's just been a great program. I've had it for years.

16:04

Like I said, it's it's well tested. And if you ever need any feedback or

16:06

connected with someone who's taken the

16:09

program, just reach out to me and I can

16:09

connect you with whoever you need to.

16:12

to talk through it. And like I said, we've had a lot of people

16:13

who came in to kick off with Asana who.

16:16

We're using other programs and really

16:16

needed what we have, but was able to

16:20

take that same concept and be able

16:20

to change it into click up and change

16:23

it into things like keeper as well. So the last program that we have, it's

16:26

the next stepping stone really from

16:29

kickoff of Asana and from any of our

16:29

other programs is called breakthrough

16:32

for bookkeepers and accountants. And the whole goal of this program is to

16:34

help you scale bigger, higher, better,

16:37

and breakthrough to the next level. And so what that means is that the whole

16:39

intention of that program is to really

16:43

take a step back, reanalyze your firm,

16:43

because at this point, if you are joining

16:47

breakthrough, You are not a newbie. You've at least been in business

16:49

where you've already experienced those

16:52

headaches of trying to juggle everything. You're struggling because you're

16:54

doing all the work every single day.

16:56

And you need to like break that. You know, have it.

17:00

And be able to bring

17:00

people on to support you.

17:02

And if that's just one extra team

17:02

member, maybe you're that person who

17:05

has been, you know, has hired people,

17:05

but they all failed and somehow

17:09

just never doing it up to your par. So.

17:11

All these different things. Maybe you have systems breaking in

17:12

your onboardings, chaos, and all

17:15

these different things are chaos. No matter if you have the tasks or

17:16

not in a project management system.

17:19

Breakthrough is really for you. So breakthrough is a level up from our

17:21

kickoff of Asana program, which just

17:25

gives the templates for managing the work.

17:28

This is where we're going to

17:28

start talking about how do I

17:31

run effective team meetings? How do I, you know, do KPIs on my teams

17:32

to see if I need to let people go, or

17:37

if we need to reanalyze our pricing,

17:37

to make sure that we can afford the

17:41

team or reanalyze the pricing of our

17:41

clients, because you maybe at the

17:44

very beginning were told by somebody. That you should only be pricing

17:46

your clients at a hundred dollars

17:48

a month, which I'm just going to

17:48

tell you right now is way too low

17:51

and that's not going to sustain the

17:51

long-term growth of the company.

17:54

And so if you're really at that place

17:54

in business where you're just like, oh

17:57

my God, Alyssa, like, I'm just tired

17:57

of just being tired all the time.

18:01

I'm tired of not having people to help me.

18:04

I can never go on a vacation

18:04

without having to bring my computer.

18:07

I can never fully unplug. Like I'm always working on weekends.

18:10

I feel really stressed out. Like, I don't even know

18:11

where everything's at. I'm just making decisions based off of

18:13

how I feel instead of black and white

18:16

data, then breakthrough is really for you. So breakthrough is not for

18:19

people at the newbie stage.

18:21

Like I said, if you don't have any

18:21

clients do not join breakthrough,

18:24

you're just not ready for it right now. We could discuss it once you are a

18:26

little bit more down your journey.

18:29

My recommendation. I always tell people that you

18:30

need to at least have two to three

18:33

clients to join breakthrough. And those out of those

18:34

two to three clients.

18:37

I'm going to say that you need to have

18:37

had experienced a lot of headache.

18:40

And so, like I said, maybe

18:40

that's through your onboarding.

18:43

Maybe that's true. You know, your mindset of

18:45

stepping into the next level.

18:47

You need to be at a different stage. You have to be at a different

18:49

caliber and ready to be.

18:52

Receiving information to help

18:52

you level up the business.

18:55

People at the newbie stages. Can't I just don't think are

18:56

ready for it because you haven't

18:59

experienced those headaches yet. Your headaches are more about, oh

19:00

my gosh, how do I market to people?

19:03

How do I get people to know about

19:03

my services while people who join

19:06

breakthrough, we have found that

19:06

like 80% of them who have joined

19:09

don't have a marketing problem. They have a problem with the fact that

19:11

everybody's knocking on their door to

19:14

work with them, but they can't serve

19:14

them because of they're at capacity,

19:17

because they refuse to outsource work. They don't know how to outsource.

19:20

They don't know how to hire. They don't know how to remove themselves.

19:23

They don't know how to let go. And so that's really when breakthrough

19:24

kind of comes into the picture.

19:27

So breakthrough covers five core modules.

19:30

It is self-paced. And so it's powerful mindset.

19:33

That's what we're going to deep dive

19:33

into really restructuring your mindset

19:36

from going from like the employee

19:36

of your company to now stepping into

19:39

the CEO and letting things go and

19:39

really working to that money mindset.

19:43

And also that. 'cause a lot of times when we price

19:44

our clients, we as business owners,

19:48

we're so close to the numbers

19:48

that like we get so emotional.

19:50

So we talked through your money

19:50

mindset of letting that go to really.

19:54

I know that you, you deserve

19:54

to earn a certain amount of

19:57

money to be able to afford your

19:57

team, to afford to pay yourself.

20:00

Then the second module

20:00

is optimized offers.

20:02

So that's what we're going to go back and

20:02

restructure your pricing and really look

20:06

at, we're going to have you, like inside

20:06

the program, we have, you like analyze all

20:09

of your clients, how much you're charging

20:09

them, the true profitability per client to

20:13

see, like, can you even afford the dream

20:13

team that you want based off, like what.

20:17

you want to pay this team or what

20:17

even you want to pay yourself.

20:20

And so we have a lot of students to come

20:20

into breakthrough that I can tell you

20:22

from the very beginning, when they submit

20:22

their homework to analyze their client

20:26

list, they are severely undercharging

20:26

and they cannot grow without it.

20:30

And so a lot of people come into

20:30

breakthrough and we have all the assets

20:33

to do the price increase the whole system. Everything that they need to do.

20:37

They come and use the assets and

20:37

resources, and now they're making

20:39

way more and they can afford their

20:39

team and afford to pay themselves

20:42

what they should and they deserve. Right. Then we go into the world-class system.

20:47

So world-class systems is where we

20:47

break down your sales and marketing

20:50

system, your internal systems, your

20:50

external systems, your client experience

20:54

systems, really the efficiency toolbox.

20:57

And so essentially it's like broken down

20:57

into sub modules where we go through

21:00

each of the core systems of the company

21:00

to really help you nail them down.

21:04

So that means that we're going to look at

21:04

things like in the program, we'll teach

21:07

you things like how to build notion. We give you our whole entire

21:09

notion workspace, how to use

21:12

it, how to implement it, how. To document.

21:14

SOP is decision trees, all these

21:14

different resources that you're going

21:17

to need to really level up your systems.

21:19

It's going to be able to teach you

21:19

how to create better client experience

21:22

systems and that's things like making

21:22

sure that the clients are happy.

21:25

How can we get feedback forms? What are those feedback forms?

21:28

So we give a lot of those

21:28

resources for you, so you don't

21:31

have to create them from scratch. We talk about internal systems,

21:32

like quality control things like.

21:35

communication with your team,

21:35

how to maintain that system.

21:38

Then we dive into the world. empowered company culture systems.

21:41

And that's what we're going to talk about. Identifying the future higher.

21:44

So that means like looking at a sample

21:44

org chart, we actually build an org

21:47

chart that gives you salary and hourly

21:47

rates based off research from 2023.

21:52

And then it even breaks down like you

21:52

know, how to actually identify who you

21:56

need to hire based off looking at your

21:56

time tracking, we help you with all

21:59

that kind of stuff inside the program. Then we move into the actual hiring

22:01

process, which is where, like you're

22:03

going to start interviewing people. We give all the interview

22:05

questions, the job description.

22:07

We just recently rolled out a brand

22:07

new feature, which is a a custom

22:11

AI bot that I had built out for

22:11

breakthrough specifically that will

22:15

take my methodologies of creating

22:15

a sales page, like job description.

22:19

That really helps you find. Your unicorn team members, and essentially

22:20

you put in certain information and it

22:25

actually builds the job description

22:25

for you based off my methodologies.

22:28

So it's not like another one of those

22:28

boring Facebook posts that everybody does

22:31

where it says we're hiring apply here. Like you need to be creating something.

22:35

That's actually going to entice

22:35

people to want to say, hell yes,

22:38

that is who I want to work for. And so with that AI bot, it

22:40

actually will crank that out.

22:42

So there's no more heavy lifting of you

22:42

having to write your own job description.

22:45

It's kind of taken care of

22:45

for you inside the program.

22:48

We walk you through everything and like

22:48

the assessment, the system of actually

22:52

doing the hiring, the, you know, Accepting

22:52

them like, what's that going to look like?

22:56

And then we move into a sub-module

22:56

inside the empowered company culture

23:00

area where we deep dive into.

23:03

How do we actually make sure

23:03

that our team is performing?

23:06

So that's looking at your KPIs, it's

23:06

doing your team meetings, that's

23:09

managing the performance, doing. Performance reviews.

23:12

Really just assessing that they

23:12

are actually growing within their

23:15

role because a lot of people fail

23:15

by just hiring people and just

23:18

expecting them to know everything. We even go down into a training, so an

23:20

internal training program for your team.

23:25

And so that's something that you will

23:25

build out, but we'll give you an idea

23:28

of what that agenda could look like. But we are there to support

23:29

you from like the hiring to the

23:32

onboarding, to everything that you

23:32

need in order to support getting

23:35

someone onboarded into the team. A lot of these things you

23:37

will need to build, but we will give you the foundation.

23:40

Because everybody's firm is different. The way that I teach our team, how to use

23:42

even contents, there would be different

23:45

than someone else who uses content snare. But we'll give you like the high

23:47

level agenda, something that

23:50

will help you get you on track. Then we also go through, you know,

24:58

letting go of team members and

25:01

moving them into leadership roles. And so a lot of times people neglect.

25:04

You know, taking a step back and looking

25:04

at the different team members and the

25:08

different people and what, you know,

25:08

we could serve them and what we could

25:11

do to move them into the next role. To really help level up the company.

25:14

And so we kind of break everything

25:14

down from the, finding the hires all

25:17

the way down to letting them go and

25:17

also moving them into the next role.

25:21

Then the next module of

25:21

breakthrough is the last module

25:25

it's called a removable CEO. This is where we talk about

25:27

like preparing for emergencies

25:29

because **** does hit the fan. If you've been in business and you already

25:31

know someone in your family's probably

25:34

ended up in the hospital, maybe you have,

25:34

maybe someone has broken something and you

25:38

had to run out and you were gone for four

25:38

days because you had to take care of them.

25:41

And all of a sudden your everything's

25:41

on fire because you never had a system

25:44

in place for like when emergencies

25:44

happen, maybe something happened

25:47

to you and you couldn't be there. I've had plenty of scenarios

25:49

that have happened in my business

25:52

journey that have put me to a

25:52

place where I could not be here.

25:55

And I'm so grateful for

25:55

my own emergency plan.

25:57

We also get you ready for taking long-term

25:57

vacations because our whole goal is

26:00

that you don't have to be involved in

26:00

the company or bring your computer.

26:04

So how to get your team prepared, how to

26:04

brief them, how to debrief them, how to

26:07

make changes in the company, if you leave

26:07

and mistakes happen because they will.

26:11

We go into a lot of different things

26:11

about really removing yourself from

26:15

the day-to-day company, but the

26:15

only way you can remove yourself.

26:18

Is if you put in the work to build

26:18

the systems and build the team,

26:20

build the things that you need. In order to get there.

26:23

Right? So the way that breakthrough

26:23

is set up is breakthrough is

26:25

not meant to be done in order. when you sign up for breakthrough,

26:27

you'll get a email within 48 hours

26:30

of signing up to book a one-on-one

26:30

with me at the time of recording

26:34

that could change in the future. It's a 30 minute call where

26:35

we, I go through and just

26:38

ask you a bunch of questions. Just really pick out what's

26:39

going on with the company.

26:42

To help identify your bottleneck and what

26:42

order you need to do everything in, in

26:46

order to maximize the use of the program.

26:49

We're busy. Your bottleneck. If you're listening, might be your

26:51

pricing while my bottleneck might be,

26:54

I don't know, client experience system. So there's no point in

26:56

me looking at pricing. If my pricing is pretty solid,

26:57

when I should be looking at

26:59

my client experience system. And so I'll help you break that down

27:01

in that 30 minutes strategy call.

27:04

After you sign up for breakthrough. And then the cool part is what I

27:06

love about breakthrough is one it's

27:09

lifetime access to the program content.

27:11

And that means a prerecorded stuff. You get two different portals

27:13

when you sign up, the first portal

27:16

for your membership login is

27:16

where the prerecorded content is.

27:19

Like I said, that's lifetime access. And then we do have a second portal,

27:21

which is the coaching call replays

27:24

and any guest expert replays. So we have support for breakthrough,

27:26

but the support for breakthrough,

27:29

it only goes for six months. And we did that very intentionally

27:31

because we found that a lot of

27:34

people needed heavy, heavy support

27:34

during the first six months.

27:37

And so there are opportunities to,

27:37

you know, get lifetime access or

27:41

even extended access to your support. The support means that you have

27:43

access to the Facebook community for

27:46

breakthrough, which I am obsessed with.

27:48

Just the conversation that everyone has. People are talking like bonus structures.

27:51

Now that we're at the end of the year. You know, what should I bonus my team?

27:54

And we're giving feedback and,

27:54

oh my God, it's just so crazy.

27:57

All the conversation in there is just so amazing. It's not a newbie level of conversation.

28:01

It's people at the growth

28:01

stage in business, and it's

28:04

just so cool to watch them. Just level up in the way they

28:05

communicate with each other.

28:08

And other parts of the six months of

28:08

coaching is also six months of access

28:11

to go and attend our live coaching

28:11

calls or live coworking sessions.

28:16

So every single week we host

28:16

a coworking session, which

28:19

means that it's not recorded. It's actually for other breakthrough

28:20

students to work together, we

28:23

create breakout rooms that are

28:23

themed around the program where

28:26

you guys could work together. Some people go in there and build

28:27

their keeper, or they work on their

28:29

content snare together, or they

28:29

build out their pricing structure.

28:32

We've had so many cool things. Someone recently did a coworking session

28:34

and they broke out into a different

28:37

room to talk about cashflow projections. It's just amazing the

28:39

level of conversations. Great.

28:42

So it's not recorded to give everyone

28:42

a safe space, to be able to share their

28:45

screen and know that it's not recorded. Then we also do every Thursday,

28:47

we have a coaching call.

28:50

The coaching calls are

28:50

using a 12:00 PM EST.

28:53

The coworking is at the

28:53

same time on Wednesday.

28:56

But on Thursday is the coaching

28:56

time as the coaching call.

28:59

And it's about an hour

28:59

and it's at 12:00 PM EST.

29:01

And you can, pre-submit your questions. If you can't make it live, everything's

29:03

recorded for those coaching calls.

29:06

And those coaching calls are hosted by

29:06

either myself or Brooke Swan, who is the

29:09

owner and founder of clarity, bookkeeping. And so either one of us, we swap off

29:12

each of the weeks, which is so much fun.

29:16

I just love Brooke. She's wicked smart. And I even call her all the time

29:18

for my own questions as well.

29:21

And she's just amazing. So she's one of the coaches

29:23

inside of breakthrough as well.

29:25

So you can have the opportunity to take

29:25

your time to either share your screen.

29:28

Or just talk through an

29:28

issue that you got going on.

29:30

It's just so much fun because

29:30

everyone's so amazing in that program.

29:33

And like I said, the conversation

29:33

is not like a newbie level combo.

29:36

It's really just like a

29:36

level of conversation.

29:39

And it's just so amazing. With your six months of support, you

29:40

also get homework review opportunities.

29:44

So throughout the program, you'll

29:44

be prompted to submit homework.

29:47

And you don't have to, you can, if

29:47

you'd like to, so things like you get

29:50

prompted to submit your client list

29:50

with what you're currently pricing

29:53

them for us to give feedback on. Maybe you need to, you

29:55

know, adjust your pricing.

29:57

You can be, you know,

29:57

submitting certain systems.

30:00

There's a lot of things and a

30:00

lot of opportunities for the

30:02

homework review in the program. You also have the ability to bring

30:04

up to two team members and these team

30:07

members can not be third-party agencies.

30:10

They have to be people who are

30:10

part of your company that can come

30:13

into breakthrough and you have

30:13

to just fill out an application.

30:16

They'll get their own separate login. You can even control if they, if you

30:17

want them inside the Facebook group.

30:21

Part of the coaching call or just

30:21

access to the portal, which is cool.

30:24

That was a request done by our students. So we kind of listened and we made

30:26

sure that now when you bring your

30:29

team members, if you don't want them. You know, if you want to save space

30:31

in the Facebook group to talk about

30:33

them, if you need to, then you

30:33

have it without them seeing it.

30:36

And so you can bring your two team members. And so, like I said, you get lifetime

30:38

access to the program, but you

30:41

get six months access to support. And like I said, there's opportunities

30:43

to, you know, Uplevel your support or

30:47

go extended on your support as well. But regardless, this program

30:49

is really good for anybody.

30:51

Who's just so tired of being sick and

30:51

tired and so tired of feeling like they're

30:56

just constantly drowning and constantly

30:56

behind like, Breakthrough is my baby.

31:01

And I just love this program. I'm so obsessed with it.

31:03

We're constantly adding

31:03

things are so many bonuses.

31:06

On the landing page for breakthrough, you

31:06

also see an overview video where I kind

31:09

of give you like a high level overview. We've been bringing guest experts.

31:13

People have done, like meditation's, we've

31:13

even done people who've done in contents.

31:16

And they're like the founder of content center came in. We have like goal setting experts.

31:21

We have like people who did like

31:21

StrengthsFinders, it's incredible.

31:24

Like the guest experts that we are able

31:24

to compile to help even further expand on

31:29

the areas that maybe we're not experts in. And so I would just take the time to think

31:31

through what's the right fit for you.

31:35

And if you're not even sure at this

31:35

point, listening to the podcast,

31:38

what Program is right for you. Then feel free to reach out to me at

31:39

support@workflowqueen.com or message me

31:43

on IG @workflowqueen or another option

31:43

too, is that you can click the link.

31:47

That's going to be here below the episode. That's going to say book a consult

31:49

call book, a free consult call with me.

31:52

It's 15 minutes. We'll go through and I'll get to know

31:53

your business and what you have going on.

31:56

I can tell you right now that I will

31:56

tell you if a program is not the

31:59

right fit for you, and also give you

31:59

a roadmap of how you can actually get

32:03

to that place that you are ready for. It. And so I appreciate every

32:05

single one of you for listening.

32:08

And I really hope you join us. I want to help you transform, and

32:09

please don't be another one of those

32:12

people who I met with one year ago. Who's a year later.

32:15

And still in that same place, like

32:15

you've got to change something.

32:18

If you keep telling yourself you're going

32:18

to make a difference and make a change,

32:20

but yet you still haven't then maybe it's

32:20

time and you need a reality check that

32:23

maybe it's time to do something about it. Right. So I really appreciate

32:26

every single one of you. If you have any questions

32:27

or you need anything, please

32:30

feel free to reach out to us. And thank you so much for listening in.