Brief Gems Podcast
Simplify Your Digital Presence
Welcome to Brief Gems, the podcast for digital creators ready to simplify their business and marketing.
Join me every two weeks for short, actionable episodes under 15 minutes filled with educational tips, inspirational lessons from my journey, and behind-the-scenes insights related to business and digital marketing.
Available on Substack, YouTube, Spotify, RSS, and Apple Podcasts.
Latest episodes
Brief Gems, hosted by Marjy G., is a mini-podcast for digital creators looking to simplify their business and brand. Join me every 2 weeks for short, actionable episodes under 15 minutes filled with educational tips, inspirational lessons from my journey to becoming a paid digital creator, and behind-the-scenes insights. Listen in to find out how to streamline your workflow, create engaging content, and promote your services effectively. Learn more about Marjy and Brief Gems at msguery.net/podcast. You can also find Brief Gems on Apple Podcasts, Spotify, Substack, and YouTube.
Summary
This episode walks you through creating a Critical Client Flow (CCF) system (from the book SYSTEMology), essential for freelancers, service providers, and consultants offering VIP day services. It covers the step-by-step process from lead generation to client onboarding and the tools needed to optimize and maintain this workflow.
Key Takeaways:
* Identify Your Target Client: Start by defining your ideal client and their journey from inquiry to onboarding.
* Streamline the Sales Process: Use CRM tools like HoneyBook or Dubsado to manage contracts, invoices, and client communication.
* Document and Optimize: Record your processes, organize them into SOPs, and regularly review to improve efficiency.
Timestamps
0:00 intro
0:25 Critical Client Flow
2:13 SYSTEMology 7-step plan
4:03 example SOP template
Mentioned
* Read full post and full transcript
* Book: SYSTEMology
* 5 Essential SOPs Every Business Needs
* Ultimate list of tools for freelancers
Related
* Traction
* What Processes Should You Document First
Available on: Apple Podcasts | Spotify | YouTube | RSS
Learn more about Marjy and Brief Gems at msguery.net/podcast.
Get full access to Brief Gems at briefgems.substack.com/subscribe
All episodes
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#000: Brief Gems trailer
Introducing Brief Gems, a mini-podcast for digital creators and service providers. -
#001: Write YouTube video scripts faster
Learn how to structure and write your YouTube video scripts with these 4 methods in under an hour. -
#002: YouTube marketing made easy
Use the 3H strategy with the 12-week year for a realistic content plan. -
#003: Launch a solo podcast [7-day guide]
Learn how to launch a no-cost and low-effort podcast in 7 days -
#004: Simplify YouTube Content Creation Process
Learn how to streamline your YouTube workflow in 5 easy steps -
#005: 5 income stream ideas for creators
Five ways to earn income without depending on YouTube monetization, including subscriptions, affiliate marketing, digital products, and services. -
#006: ChatGPT prompts for freelancers
Learn how to save time and improve workflows with ChatGPT -
#007: How to repurpose YouTube videos
Learn how to increase views by repurposing one long-form video into 12+ pieces of content. -
#008: Essential skills to learn as a freelancer
Learn which skills to focus on, videos to watch, books and blogs to read, and free courses to take so you can stand out as a freelancer. -
#009: Find digital product ideas with ChatGPT
Here’s a simple and quick guide to help you create, launch, and sell your digital product. -
#010: What I learned from my Human Design
Business and marketing lessons learned from my Human Design as a 3/5 Projector. -
#011: Freelancer’s Guide: VIP Days & Productized Services
Skip the hourly rates by offering VIP Days and Productized Services to boost your income. -
#012: Create SOPs for client onboarding
Learn how to create simple SOPs to streamline your client onboarding and improve your workflow. -
#013: What goes in a new client packet
Learn how to give new leads and clients the best experience with your new client packet.