Clara CFO Group ’s Post

Our latest episode of Financial Clarity features an inspiring conversation with Sara Kappler, CEO of Centric Squared, a CRM-driven agency specializing in email and SMS marketing. 🌟 Sara shares her journey from digital consultancy to founding her agency, driven by her passion for challenging norms and creating flexibility in her career. 💼✨ In this episode, we dive into topics such as: - The founding story of Centric Squared - Solving pain points related to email deliverability and CRMs - Maximizing customer lifetime value through data-driven email marketing - Managing a remote team across different time zones - Overcoming challenges in maintaining client relationships after relocating to Germany - Personal finance tips for business owners and expats Ready to gain insights from Sara's experience and expertise? 🎧 Tune in now to discover how remote-first companies can foster growth in different cultures! https://lnkd.in/gUbwj629 #EmailMarketing #CRM #RemoteWork #BusinessGrowth #Entrepreneurship #SmallBusiness #DigitalMarketing #FinancialClarity

🚀 You’re ready for clients, but is your business? You’ve just launched an epic new programme, your social media campaign is on fire, and your email marketing is spot-on. So naturally, your dream clients are snapping up your offer left, right, and centre. Fabulous! 🚨But hold up - before you pop the champagne, let’s do a quick reality check: Is your business truly ready for this surge? If your systems are a hot mess, you’re juggling a million tasks, and your backend looks like a DIY disaster, you’ve got a problem. If you’re too busy to draft contracts or even breathe, how will you deliver the top-tier client experience you promised? 👉You might not realise how wobbly your business setup is until clients start flooding in. Sure, we all dream of tons of clients, but what’s the point if you’re serving up a subpar experience that leads to poor client retention? Why set yourself up for a knockout September if your business systems aren’t knockout worthy? Don’t let chaos crash your success. It’s time to ditch the duct tape and get serious about your strategy with a team of experts in your corner. 💡This August, I have 1 spot available for my "Done for You" Optimised Operations Project. 💡Our dedicated team will swoop in and take care of all the parts in your business that are holding you back from delivering the best experience for your existing clients and welcoming new ones into your world. We'll organise, automate & streamline the tasks in the backend that are stifling your progress - from inbox management, CRM, documentation processes, sales copy, email & sales funnels, to tech set-up. So if it's time to prep your business for the clients of your dreams, and deliver the service that makes them say, “Wow!” - **DM me quoting "Operations"** to find out more details and to hear about our payment plan.💌 ______________________________________   ✨ Hi! I’m Siobhan, Founder of the Mears Collective. Helping Female Founders and High-Achieving Entrepreneurs create growth and greater ease in their business through Strategy, Mentorship and Streamlined Systems. Like this post? 🔔 Hit the bell on my profile  #️⃣ Follow our hashtag: #TheMearsCollective  ✉️ Sign up to our emails for growth hacks with greater ease 👭🏼 Connect with me! Send me a DM and see how I can help you work smarter 💟 Save this post and/or share it  ______________________________________ #GrowYourBusiness #FemaleFounder

🚀 You’re ready for clients, but is your business? You’ve just launched an epic new programme, your social media campaign is on fire, and your email marketing is spot-on. So naturally, your dream clients are snapping up your offer left, right, and centre. Fabulous! 🚨But hold up - before you pop the champagne, let’s do a quick reality check: Is your business truly ready for this surge? If your systems are a hot mess, you’re juggling a million tasks, and your backend looks like a DIY disaster, you’ve got a problem. If you’re too busy to draft contracts or even breathe, how will you deliver the top-tier client experience you promised? 👉You might not realise how wobbly your business setup is until clients start flooding in. Sure, we all dream of tons of clients, but what’s the point if you’re serving up a subpar experience that leads to poor client retention? Why set yourself up for a knockout September if your business systems aren’t knockout worthy? Don’t let chaos crash your success. It’s time to ditch the duct tape and get serious about your strategy with a team of experts in your corner. 💡This August, I have 1 spot available for my "Done for You" Optimised Operations Project. 💡Our dedicated team will swoop in and take care of all the parts in your business that are holding you back from delivering the best experience for your existing clients and welcoming new ones into your world. We'll organise, automate & streamline the tasks in the backend that are stifling your progress - from inbox management, CRM, documentation processes, sales copy, email & sales funnels, to tech set-up. So if it's time to prep your business for the clients of your dreams, and deliver the service that makes them say, “Wow!” - **DM me quoting "Operations"** to find out more details and to hear about our payment plan.💌 ______________________________________   ✨ Hi! I’m Siobhan, Founder of the Mears Collective. Helping Female Founders and High-Achieving Entrepreneurs create growth and greater ease in their business through Strategy, Mentorship and Streamlined Systems. Like this post? 🔔 Hit the bell on my profile  #️⃣ Follow our hashtag: #TheMearsCollective  ✉️ Sign up to our emails for growth hacks with greater ease 👭🏼 Connect with me! Send me a DM and see how I can help you work smarter 💟 Save this post and/or share it  ______________________________________ #GrowYourBusiness #FemaleFounder

I had no clue what I was doing when I started my business 6 years ago. Despite that, I turned my marketing side hustle into a full-time income within 3 months. That felt pretty great, but soon after that I found myself so overwhelmed that I struggled to keep up with everything, much less to take on new clients. So I took a step back and asked myself one question: What systems do I need to develop to keep growing my business? ~~ System #1: The Fulfillment System This is the system for fulfilling the work I'd promised to my clients. I started with this one because it was the one I most urgently needed. I hadn't yet started to fall behind on client work, but I knew that I soon would if I didn't build a system to streamline it. For my business, this looked like building out a project management system and client portal so that we could: • Keep everything related to our work together in one place. • Communicate via one platform rather than dozens of email threads. • Track progress on tasks and deliverables in relation to the larger project and timeline. • Track time to streamline billing. ~~ System #2: The Sales System Now that I'd streamlined fulfillment, I had to streamline the sales process. I was getting new leads every week, and I was struggling to keep up with who to follow up with, when to follow up with them, and where they were in the process. That's when I decided it was time to build out my sales system: • Identifying the major steps of the sales process (new lead, appointment scheduled, etc.). • Setting follow-up tasks so I knew exactly when to follow up with leads. • Using a CRM to track where leads were in my pipeline. ~~ System #3: The Visibility System Even though I was getting new leads in, I knew that I'd have to generate visibility to keep them coming in. That's why the last system I created was all about getting in front of new people to fill my sales pipeline with. This looked like: • Getting interviewed on podcasts that my ideal clients were listening to. • Running ads to my ideal clients. • Posting regularly on social. Without these systems, I probably would've given up on my business one year in.

If you want to know why you’re attracting people but aren’t closing (even if your calendar is full of appointments), read on. This may be what’s happening to you: You failed to nail the problem You failed to show them what’s missing You didn’t answer the what’s-in-it-for-me The tendency to teach and build trust can lead to a focus on over-educating. While knowledge is good, applying it is even better. And time is the determining factor. Does your potential client have to comb through your words to get to the point, or is your client journey straightforward enough to reveal what’s in it for them? With a well-mapped and tested customer journey, you’re more likely to attract people who want to work with you because you’ve demonstrated you understand the problem. You don’t have to worry about the right fit because your solution will draw similar value-based individuals. And you won't waste time because your marketing will do the attracting, leading and weeding for you. If you do this right, the client will bring others to you. If you’re frustrated by the quality of leads you’re getting, it may be time to go back to basics and map out your ideal client journey. And while you haven’t had the time to do this before, you don’t have the time right now to waste on low-quality leads and problem clients. You’d rather take the time needed to work on creating or streamlining your process and putting it into action so you can get better results overall, including more revenue per client. You recognize that taking that step back to look at the big picture and the details within will bring alignment and forward movement. But what if you don’t know what to do or where to start? Or need an outsider’s perspective because you’re too close to your work or highly specialized in your role? If you need help mapping and executing your ideal client experience, please message me to learn more about my Just In Time Marketing Package for service-based small businesses. Only four spaces this spring.

Money hates slow people... So, money also hates slow businesses... ...and loves fast people and fasts businesses I think we all know that But it's impossible to get your work done in less and less time every day without work quality being affected Yes, it is possible to improve your speed, but you can't do it infinitely... Which means you need something that HELPS you, to get that thing done in less time And this is where different backend structures come into play Backend structures are usually related to some kind software which basically makes your life easier or workflow faster So you are using softwares to boost your output And this is clearly a must if you want to scale your business to the heights Here are the softwares that we use in our agency and ones that I think almost every company should implement into their business: - CRM for managing outreach; we have created custom one on Airtable by ourselves, but addition to that is Pipedrive or Trello - Calendly for call booking; this is clearly a no-brainer because it makes your and your prospects life so so much easier and is also more seamless which means you get more calls and more clients - Airtable for task management; airtable is amazing software where you can create different bases from task management to corporate organization charts. I really recommend it! Has made our life so much easier! - Excel and Google Looker Studio for reporting results What software do you use in your business and how has it transformed your workflow? Hope you're having a wonderful day! 🙌 *** I'm 17 year old entrepreneur from Estonia, who started an agency while still being in school. Follow me on LinkedIn, I'll be sharing my journey here!

Effective time management is crucial for success as a busy entrepreneur scaling your business. Here are some top tips to help you stay on track and maximize productivity: 📌 Prioritize Tasks: Focus on high-impact activities that drive your business forward. Use tools to categorize tasks by urgency and importance. 📌 Set Clear Goals: Define short-term and long-term objectives to guide your daily actions and keep you aligned with your growth strategy. 📌 Delegate Effectively: Empower your team by delegating tasks that don’t require your direct involvement. Trusting others helps you focus on strategic decisions. 📌 Use Time-Blocking: Allocate specific time slots for different tasks or projects to minimize distractions and increase efficiency. 📌 Implement Automation: Leverage technology to automate repetitive tasks, from email marketing to customer management, freeing up valuable time. 📌 Regularly Review Your Progress: Set aside time to assess your achievements and adjust your strategies. Need help optimizing your time management strategies? At Trak Marketing, we’re here to support your business growth with tailored solutions. Contact us today to discover how we can help you streamline your operations and achieve your goals! #TrakMarketing #LondonOn #LondonOntario #LondonOntarioCanada #socialmediamarketing #googleads #seo #ppc #payperclick #googlepartneragency

“The client that chooses a $40,000 option is quite different than the one that chooses a $4000 option.” I felt the urge to hit my forehead when the marketing expert I was speaking to said this to me. Yes, of course, client size matters! And I’ve known this, but it was buried beneath the other ways I describe my great fit clients. No more! The options we design using the Choice Framework reflect 1) the IMPACTs (life changing differences) delivered AND 2) the significance to the buyer of those IMPACTs. For example, if a client improves their decision-making regarding product or services lines due to the analysis by an accountant or fractional CFO, that could have a significance of 8, 9, or 10 on a continuum, or only a 5, 6, 7. It's 8, 9, or 10 if the company has been losing tons of money on products that aren’t selling. It's 5, 6, or 7 if the company estimates that reducing their product lines will increase their sales in the remaining products. It’s important to remember that not every need represents a crisis or a do-or-die situation. Now add the size of the company to this situation. The bigger the company, the more variables there are to consider, and the more marketing, sales, and customer service are affected. Your vast knowledge and expertise will impact a large company in a way that won’t be required to help a smaller client achieve their 8, 9, 10. <<Your firm deserves to be paid for the accumulation of knowledge and expertise that you apply to addressing a client’s issue.>> Stop starting at square one every time! I notice time and again that companies whose knowledge and expertise changes lives tend to start at the beginning client after client. This is holding your company back from attracting clients with more significant needs, and the higher fees they will pay to enjoy more significant IMPACTs. Let your current floor or entry level work go and create a new floor each year. Let’s return to the expert who helps clients with their decision-making. After three years, this provider has so much more insight into what makes better decision making. They have accumulated more real world experience, dealt with hundreds of individuals and the messy complexity of many organizations, and they can quickly home in on the key accelerators of better decision making. They are not the same company as they were three years ago. They must stop thinking like they are and start thinking like the advanced experts they are. And speak to clients and prospects at that more significant level. And charge proportionally. If you have trouble with growing your fees, send me a DM.

This 1 simple trick will cut your workload by 50%. Get half you time back to focus on what matters: (You won't believe how easy it is) — My team recently brought on a Facebook ad agency client, and my #1 priority is helping the founder get his time back. Once we do that… — He’ll have more than HALF of his time back to focus on: -Appointment setting -Marketing -Sales Which I expect will add $100k/mo to their top line. — Today, we’re starting a new series where I’ll share tactics to help you reclaim your time… From a powerful, process-driven playbook I’ve used to help 100s of founders do the same. The crucial first step? — Map Out Your Workflow The first step to removing yourself from the day-to-day is to map out your entire client workflow, from sign-up to retention. — This includes documenting: -Internal steps: What happens behind the scenes in your agency to deliver your service? -Client-facing steps: What does the client experience look like at each stage of the process? -Software implications: What tools and platforms are involved in each step of the workflow? — By creating a detailed, end-to-end workflow document, you'll gain clarity on: -What tasks need to be completed -Who should be responsible for each task -Where there might be gaps or inefficiencies in your current process — This clarity is essential for delegating effectively and ensuring a smooth handoff of responsibilities to your team. It's also the foundation for creating SOPs, training materials, and other documentation that will help your agency run like a well-oiled machine… Even when you're not in the day-to-day. — Once you get your workflows fully mapped out, you’ll have taken a big first step toward getting out of the daily grind. Want to Map Out Your Workflow but Don't Know Where to Start? If the thought of documenting your entire client workflow feels daunting, you're not alone. — Many agency owners struggle with: -Finding time to step back and analyze their processes -Identifying all the moving parts involved in delivering their service -Effectively delegating tasks and responsibilities to their team — As a result, they stay stuck in the day-to-day, unable to focus on the high-level strategies that will grow their business. But it doesn't have to be that way. — At 8 Figure Agency, we specialize in helping agency owners like you: -Map out your end-to-end client workflow, fast -Identify opportunities to streamline and optimize your processes -Get out of the daily grind and step into being an owner, not just a glorified operator! — Our team will work with you one-on-one to build a customized roadmap for removing yourself from the day-to-day… So you can devote more of your time to focusing on growing your business to its full potential!

Ready to Start 2025 with a Bang? Let’s Get Your Business Prepared for Success! Virtually Structured is thrilled to share some early-bird offers to help you kick off 2025 in style. Whether you're looking to streamline your operations, boost efficiency, or crush your marketing goals, we’ve got something for every stage of business! Save up to $400 on select services! See the website for all offers Here are a few of our early-bird limited time offers: (check out our website for all early-bird offers) -->Digital Marketing Package- Get a custom 12-week marketing plan ready to go! Includes 12 newsletters, an email campaign series, and 90 social media captions to keep your brand consistent and impactful. -->Custom Google Sheets or Numbers Dashboards- Stay organized with a personalized dashboard that tracks your tasks, finances, and client goals, all in one place. Perfect for a growing business! -->System Development Package- Need foundational workflows and processes? We’ll help you streamline daily, weekly, and monthly tasks to set the groundwork for SOPs and scalability. -->Dubsado Setup Package- Get your CRM fully optimized with branding, lead magnets, payment plans, and more! Ideal for business owners looking to move closer to automating client management. -->Business Efficiency Boost Audit
- Uncover hidden inefficiencies and optimize your processes with a detailed audit that’s designed to boost your productivity and save time. Whether you’re a startup or an established business, we help you implement strategies that save time, boost productivity, and drive consistent growth. We work with ambitious entrepreneurs and established business owners who are ready to scale efficiently and achieve their 2025 goals. Let’s chat- Book your slot today! Visit our website to learn more and take advantage of these limited-time offers. Link below in the comments.