Join me as I chat with the brilliant Karen Grill, a business coach with a knack for email deliverability. Karen shares her fascinating journey into this crucial area, highlighting how her clients' struggles with ever-evolving technology led her to focus on helping businesses navigate these challenges. With Google's significant changes to email systems last year, Karen provides insights on why staying informed and having experts to guide you through tech hurdles is essential. Together, we also explore the concept of work-life balance and discuss how to create a harmonious blend of business and personal life.

Listen in as Karen and I offer practical advice for troubleshooting email deliverability issues before reaching out for external help. We cover the importance of monitoring email metrics to spot potential problems, like declining open rates due to changes from providers like Google and Yahoo. Additionally, we touch on the unique challenges of emailing large corporations with strict spam filters and firewalls, sharing tips like simplifying email signatures to avoid triggering these barriers. Our conversation is packed with personal anecdotes and expert strategies to enhance your email deliverability and ensure your messages reach their intended recipients.

We also explore the art of email list management and deliverability, with Karen providing valuable tips on crafting subject lines that bypass spam filters and engage your audience. The discussion emphasizes the need for regular list cleaning, segmenting, and understanding sender reputation. Karen shares insights on managing both new and established domains, highlighting the importance of patience and strategic planning. Wrapping up, we underline the significance of having a skilled expert who can anticipate and address technology challenges, ensuring your systems function seamlessly and effectively.

Connect with Karen Grill on LinkedIn to master email deliverability, avoid the spam folder, and get your emails actually opened.

What if navigating the world of health insurance for the self-employed wasn't a nightmare, but an empowering journey? Join me, as I sit down with Mitchell Underwood, a health insurance consultant who champions a client-first approach. Discover how Mitchell's innovative methods can transform the intimidating process of finding affordable health insurance into a seamless experience tailored to your unique life goals. By focusing on personal branding and genuine, consultative advice, Mitchell stands apart from the traditional, commission-driven tactics of the industry, offering solopreneurs and contractors solutions that truly advocate for their best interests.

In our conversation, we explore the pivotal role of building authentic connections, particularly through LinkedIn networking, and how these relationships can enrich your business and personal life. We share personal stories that highlight the transformative power of trust and authenticity in business interactions. Learn about the importance of developing offline connections through newsletters and the challenges faced during health insurance open enrollment. Armed with Mitchell's insights and strategies, you'll be better equipped to navigate employer-based options and insurance terminology with confidence, allowing you to focus on building a lifestyle that supports your entrepreneurial journey.

Connect with Mitchell on LinkedIn to simplify health insurance for solopreneurs. With his client-first approach, tailored solutions, and focus on authenticity, he’ll help you navigate your options with confidence.

Join me for an engaging episode as I sit down with Tom Harman, a passionate mental health advocate for men, broadcasting from the chilly climate of Kitchener, Ontario. Together, we explore Tom's professional journey from his long-standing career in selling appliances to major national retailers to his fervent pursuit of turning his advocacy for mental health into a meaningful business.

Tom shares candid insights about the challenges and rewards of entrepreneurship and teases an exciting personal update that hints at a positive start to the new year. Our conversation offers an inspiring glimpse into resilience and the quest for purpose. Listen in as we navigate the transition from hobby to business through the power of personal branding and mental health support.

We challenge the fluffy reputation of mindset transformation by emphasizing its critical role in overcoming mental blocks and normalizing emotions. The episode also highlights the unique approach of integrating personal branding with mental health awareness, encouraging authenticity in both personal and professional settings. This journey is all about embracing your true self and leveraging your experiences to build a brand that resonates. Explore the concept of breaking mental blocks with a focus on systems and processes that enhance both personal and professional life.

We address societal perceptions of gender and emotions, shedding light on the struggles men face in expressing vulnerability.

The episode offers valuable advice on managing anxiety, breaking tasks into manageable pieces, and building self-proof through small, achievable goals. By fostering human connection and vulnerability, we uncover the importance of authentic experiences in alleviating anxiety and overcoming the pressures of constant comparison.

aTune in for a refreshing perspective on balancing authenticity and data obsession in today's fast-paced world.

Connect with Tom Harman on LinkedIn to dive deeper into his journey, combining his passion for mental health advocacy with entrepreneurship. Gain insights into his unique approach to personal branding, overcoming mental blocks, and fostering vulnerability in professional settings.

Join me as I welcome the exceptional Hugh Meyer, a finance professional who traded the bustling world of Wall Street for the sunny innovation of Los Angeles. Listen in as Hugh shares his compelling journey from a rigid institutional finance career to a more dynamic and supportive environment at Eyeline Wealth Partners. Hugh's candid insights into his experiences on Wall Street, the impact of the 2008 financial crisis, and his transition to a more technology-driven approach in serving clients will leave you inspired. Alongside professional anecdotes, Hugh opens up about managing life with three teenage boys, providing a unique blend of personal and professional wisdom.

In our engaging conversation, we explore the transformation from the high-pressure demands of Wall Street to the rewarding balance of working as an independent contractor. Hugh and I discuss the importance of prioritizing family and health over relentless work hours and share strategies like time blocking and daily routines that enhance productivity and well-being. We highlight how personal systems, whether technological or habitual, can significantly impact both business and personal life, emphasizing the power of mindset in building effective routines.

Our discussion also highlights the role of education and technology in enhancing business efficiency. We talk about the critical importance of implementing systems to handle administrative tasks, allowing more focus on client growth and needs. By sharing our personal experiences and strategies, we stress the benefits of adopting the right technological solutions to stay competitive. We wrap up with a lively chat about building relationships through humor and networking, encouraging listeners to connect with Hugh Meyer on LinkedIn and underscoring the value of technology when it functions well.

Connect with Hugh Meyer on LinkedIn to discover how he helps clients balance life and business by combining financial expertise with innovative strategies.

John Carpenter, an esteemed recruiter with deep roots in retail and hospitality, joins me on the Queen of Automation podcast to share his one-of-a-kind approach to recruitment. John believes that the key to successful hiring is understanding candidates as individuals, not just names on a resume. Tune in as we explore his philosophy of conducting interviews as genuine conversations rather than ticking off checklists, and how this personal touch can transform the hiring process for both candidates and employers. I also share my own experiences, highlighting the art of matching personalities to roles and the pivotal role recruiters play in creating a smooth experience.

The hospitality industry is undergoing a seismic shift, and we're here to unpack it. As technology reshapes the landscape, from automated check-ins to kiosks handling tasks once managed by bartenders, new challenges and opportunities emerge. We discuss how these technological advancements are setting new expectations for work-life balance and challenging long-standing norms. Ageism in tech adoption and the rise of automation-driven hospitality models also come under the spotlight, offering insights into the evolving workforce dynamics and what they mean for recruitment strategies.

The digital age demands a strategic approach to managing online presence, and we’re diving into its complexities. The balance between leveraging technology for efficiency and maintaining vital personal interactions is crucial, especially in smaller communities. Social media's impact on recruitment, from influencing company policies on employee posts to shaping public perceptions, is another area we explore. With anecdotes and expert advice, we emphasize the need to align digital presence with company values while preserving personal freedom. Don’t forget to check the show notes for contact details, and connect with us for more insights on effective business scaling.

Connect with John Carpenter on LinkedIn to learn how his unique approach to recruitment focuses on understanding candidates as individuals and transforming the hiring process into meaningful conversations.

CHAPTERS WITH TIMESTAMPS

(00:00) Recruiting Strategies and Personal Connections

(09:58) Impact of Automation on Hospitality Industry

(19:41) Importance of Managing Online Presence

(32:23) Hospitality Recruiting and Consulting Expertise

In this heartfelt wrap-up episode, I take a moment to reflect on an incredible year of podcasting. This has been a dream of mine for a long time, and 2024 was the year it all came together. I couldn’t be more excited about what we’ve built and what’s on the horizon for 2025!

This episode is all about gratitude—for the listeners, the guests, and everyone who has supported the podcast along the way. I also share some thoughts on the power of taking that first leap toward a big goal and how it feels to see it come to life.

Thank you for being part of this journey. Wishing you a restful, joyful holiday season and an amazing start to the new year!

In this episode of The Queen of Automation, Meghan Donnelly sits down with Tom Clement, an experienced entrepreneur, professor, and systems thinker. Together, they explore the realities of work-life balance, the importance of building systems for small businesses, and how leveraging automation can give entrepreneurs back their most valuable resource—time.

Tom shares his unique journey, from owning a motorcycle dealership to teaching business strategies and working with incarcerated individuals to provide hope and reduce recidivism. The conversation covers the misconceptions of "work-life balance," the value of loyalty and humanity in the workplace, and practical steps for creating systems that simplify operations.

Key Topics Discussed:

• Tom’s journey from business owner to professor.
• Why "work-life balance" is a myth and how to embrace a unified life.
• The importance of aligning your work with your life goals.
• The power of systems and how small businesses can build them effectively.
• Using automation and AI to create operational manuals and save time.
• The importance of fostering meaningful connections, both online and offline.

CHAPTER TIMESTAMPS

(00:00) Work-Life Balance and Life Goals

(14:00) Effective Time Management Strategies

(21:13) Navigating LinkedIn and Building Relationships

(33:30) Leveraging Technology for Success

CHAPTERS WITH LONG SUMMARIES

(00:00) Work-Life Balance and Life Goals

This chapter of the Queen of Automation podcast features a conversation with Tom Clement, a seasoned business leader and educator. We explore Tom's diverse career journey from owning a motorcycle dealership to becoming a business professor, including his unique role in teaching incarcerated individuals in Arizona. The discussion centers on the concept of work-life balance, with both Tom and I expressing skepticism about the traditional notion of separating work from personal life. Instead, we advocate for integrating work and personal life into a single life plan driven by personal goals. By prioritizing life goals over conventional career paths, individuals can create a lifestyle that aligns with their personal aspirations, whether that means taking unconventional days off or making career choices that support family and personal fulfillment.

(14:00) Effective Time Management Strategies

This chapter explores the timeless principles of time management inspired by Alan Lakin, a prominent figure in the field from the 70s and 80s. I recount my experience of inviting a dean, a staunch advocate of Lakin's methods, to speak to my class on personal marketing. The session underscored two pivotal lessons: using the mantra "What's the best use of my time right now?" and maintaining an efficient inbox by promptly dealing with or discarding emails. I share my approach to managing emails through a folder system, prioritizing crucial messages while keeping distractions at bay. Emphasizing the importance of organization, I discuss how I keep my inbox clutter-free and stress the value of preserving data by never deleting emails, allowing for easy retrieval when necessary.

(21:13) Navigating LinkedIn and Building Relationships

This chapter explores the approach of using LinkedIn as a tool for genuine networking rather than focusing on metrics like impressions and reach. I discuss the importance of building a meaningful inner circle and the value of connecting with mentors and individuals who can provide guidance and insights. The conversation emphasizes the power of offering value to others, even for free, to create authentic relationships that lead to recommendations and opportunities. I share the realization of LinkedIn being an echo chamber, encouraging the pursuit of third-degree connections to...

In this episode of The Queen of Automation, host Meghan Donnelly chats with Tom Wells, founder of Wells Virtual Bookkeeping, to uncover why accurate bookkeeping is the backbone of every successful business—especially for small, service-based entrepreneurs.

Tom shares his journey of growing up in a family business and how it inspired his passion for helping business owners simplify their finances. Together, Meghan and Tom explore:

• The power of outsourcing bookkeeping: Why delegating tasks like bank reconciliation, accounts payable/receivable, and payroll can save you time, money, and stress.
• Understanding your financial metrics: How having clear insights into your finances helps avoid common pitfalls and ensures long-term stability.
• Flexible pricing for small businesses: Tom's innovative transaction-based pricing model that aligns services with client needs.
• The role of technology in financial success: Practical tips for leveraging tech to address pain points and streamline your operations.

This conversation is packed with actionable insights for entrepreneurs ready to make smarter financial decisions and embrace technology to drive growth.

CHAPTERS WITH LONG SUMMARIES

(00:00) Importance of Bookkeeping in Business

This chapter brings an engaging discussion with Tom Wells from Wells Virtual Bookkeeping, highlighting the crucial role of knowing your numbers in business success. We explore the significance of accurate bookkeeping for small business owners and how outsourcing this task can alleviate common financial missteps. Tom introduces his family-run business, emphasizing their passion for assisting service-based companies across the U.S. We also discuss the importance of having a reliable team to ensure financial stability and planning, regardless of a business owner's exit strategy. Throughout, I emphasize that understanding financial metrics is essential for avoiding the entrepreneurial equivalent of living paycheck to paycheck, and how partnering with a skilled bookkeeping service like Tom's can help achieve this.

(10:44) Benefits of Outsourcing Bookkeeping Services

This chapter explores the importance of maintaining current financial information in business, comparing it to the ease of completing a puzzle with only a few missing pieces. We emphasize that staying updated is not only efficient but also cost-effective, as outdated data can lead to financial inefficiencies and inaccurate tax information. The distinction between bookkeeping and tax law is highlighted, stressing the value of hiring specialists for each area to maximize returns and ensure compliance. We discuss the advantages of outsourcing bookkeeping services, such as gaining access to comprehensive services like bank reconciliation, AP/AR management, and payroll at a fractional cost. The importance of communication with clients is underscored, noting the necessity for regular interaction to maintain financial accuracy. We also explain the unique pricing model based on transaction volume, which adjusts every 90 days to reflect the client's current needs.

(23:53) Technology Solutions for Business Success

This chapter explores our process of understanding your business by getting to know you and identifying your pain points to provide effective solutions. Megan and I discuss how our approach is centered around making technology work for you, emphasizing the importance of technology functioning properly to be beneficial. We also remind our listeners that additional information, including links to our LinkedIn profiles, will be available in the show notes for easy access. We conclude with a note of appreciation and a reminder to join us next week as we continue to help make technology work for...