The Freelance Podclass

How do you optimize your workspace so that you can maximize your productivity and reduce your overwhelm? Join us as Business Strategist and Productivity Coach Brittany Dixon outlines the four-step Road to Scalability Method to help you get to the root of any problems with your processes. It’ll help you create a freelance digital workspace without all the digital clutter!

 

Podcast Outline:

[0:45] Introduction to Brittany Dixon - Brittany shares her background in organization/wedding planning and how it led to her freelance business offerings.

[3:46] Creating a digital workspace without the digital clutter - Brittany discusses the trends taking shape now that the world understands how to work in a digital remote space.

[7:11] How to define a digital workspace - what it is and a number of issues that can cause wasted time and lack of productivity

[9:48] How to overcome the challenges of Shiny Object Syndrome - how it’s not the tool...it’s the system within the tool. Brittany gives advice for selecting tools in a way that prevents lost productivity.

 

How to Create a Workspace without the Clutter: The Road to Scalability Method (Recognize, Optimize, Automate, Document and Delegate)

[13:43] #1 Recognize - auditing which tools you’re using and whether you need them, figuring out what’s working and not working before optimizing the systems in the tools.

[15:39] #2 Optimize - the biggest step, making sure your system, checklists, and use of tools is streamlined.

[18:34] #3 Automate - how it’s important not to automate broken processes and systems and how you must implement the big-picture strategy.

[20:30] #4 Document and Delegate - the Standard Operating Procedures (SOPs), making checklists and training videos so you can pass them off to a VA.

[22:15] Recap of the Road to Scalability Method - how you can put anything into this system and get to the root of the problem with your calendar and other processes.

[22:56] How you can deepen your relationships with clients by pitching this system to them and building a package to serve your clients well

[23:24] A few technology tools that can help you thrive in the digital workspace as a freelancer - Brittany lists some recommendations and highlights her favorites.

[25:19] How to learn more about Brittany

[26:37] How to learn more about Freelance University

 

Resources and tools discussed in this episode:

Learn more about Brittany Dixon:

The Process for Profit Show https://processforprofit.co/podcast/ 

The Productivity Pod Community hustletoflow.co/community (redirects to https://hustletoflow.mn.co/) 

 

Zoom https://zoom.us/ 

 

Note-taking Tools

GoodNotes https://www.goodnotes.com/ 

reMarkable https://remarkable.com/ 

 

Google Chrome Workspace 

Google Drive https://www.google.com/intl/en_ca/drive/ 

Google Calendar https://www.google.com/calendar

Gmail https://www.google.com/gmail/

 

Automation Tool

Zapier https://zapier.com/ 

 

YouTube https://www.youtube.com/ 

Facebook Live https://www.facebook.com/formedia/solutions/facebook-live 

 

Appointment Scheduling

Acuity https://acuityscheduling.com/ 

 

Password Management Tools

LastPass https://www.lastpass.com/ 

DashLane https://www.dashlane.com/ 

 

Work Management Tools

Trello https://trello.com/en 

Asana https://asana.com/ 

ClickUp https://clickup.com/ 

Monday.com https://monday.com/ 

 

Course Creation Tools

Thinkific https://www.thinkific.com/ 

Kajabi https://kajabi.com/ 

 

Customer Relationship Management (CRM) Tools

Streak https://www.streak.com/ 

 

Client Onboarding Tools

PandaDoc https://www.pandadoc.com/ 

Dubsado https://www.dubsado.com/ 

HoneyBook https://www.honeybook.com/ 

 

Online Marketing Tools

Kartra https://home.kartra.com/ 

ConvertKit https://convertkit.com/ 

MailerLite https://www.mailerlite.com/ 

Ontraport https://ontraport.com/