Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

Unlock the secrets to enhancing your client journey! Discover the Client Flow Formula, detailing essential systems for converting, serving, and retaining clients. Learn actionable strategies tailored to every stage of your business, whether you’re a solo pro or planning to scale. From efficient lead conversion to providing excellent service and maintaining client loyalty, find out which systems matter most for your goals. It’s time to streamline your business and elevate your client relationships!

Bridget James Ling, known as the "Freedom Queen," is a business mentor who empowers women to build purpose-driven ventures. In this conversation, she shares her inspiring journey from a corporate job in NYC to creating a multimillion-dollar movement in Costa Rica. Topics include the difference between a coaching business and a movement, the impact of community on success, and how in-person events can foster deep connections. Bridget also reveals her efficient systems that allow for quick program launches, emphasizing the power of belonging and collaboration.

Dive into the world of metrics without the overwhelm! Discover how to identify money-making metrics that can boost your bottom line. Learn the three essential questions to streamline your data tracking. Explore strategies to optimize your sales funnels and enhance client engagement. Plus, find out how focusing on key metrics can drive business growth while keeping your creativity intact. A free metrics tracking template is also available to help you get started!

Laurie Stirling, an award-winning business coach and operations expert, shares insights from her two-decade journey in entrepreneurship. She discusses how creative entrepreneurs can strategically identify bottlenecks and scale their businesses without getting overwhelmed. Laurie emphasizes the importance of effective delegation and financial planning, offering her 'one month ahead' budgeting approach for managing unpredictable cash flow. Listeners will gain actionable strategies to enhance productivity and buy back their time, empowering them to focus on their creative talents.

Episode Description: In this episode, I'm joined by my business bestie and Influencer OBM Academy co-founder, Alex Porterfield. We dive deep into how the online business landscape is shifting from bloated teams to lean, strategic operations—and what that means for you as an OBM or VA.If you've been wondering whether you're a VA or an OBM because you're doing both roles, you're not alone. We discuss why the lines between these roles are blurring, how to position yourself in this changing market, and most importantly, how to price your services accordingly so you don't undervalue your expertise.Alex and I share candid thoughts about:The shift from big teams to lean teams in the online spaceWhy certifications shouldn't be your safety net (and when courses actually help)Moving from hourly rates to retainer packagesGetting comfortable with premium pricingThe mindset shifts necessary to become irreplaceable to your clientsThis conversation is perfect for service providers who are ready to step into their power, own their unique value, and create a role that's customized to their strengths rather than trying to fit into outdated boxes.Resources from this episode: Sign up for our Influencer OBM Academy Open House (March 17-21): More Info Here!Alex's previous episode on the podcast: How to Pivot and Book Out Your Services as an Influencer OBMMore about Alex Porterfield:Alex is an experienced online business manager, specializing in providing strategic support for multi-6- figure influencers and women entrepreneurs. With her deep understanding of the digital business landscape and her passion for helping others succeed, Alex has become a sought-after business coach, trainingwomen on how to become successful virtual assistants and online business managers. Alex's signature programs, Influencer Support MethodTM and Influencer OBM AcademyTM have helped 40+ women around the world achieve their entrepreneurial dreams. Through these programs, Alex provides comprehensive training on everything from the influencer industry and how to strategically support Influencers to project management and team leadership, giving her students the tools they need to build thriving onlinebusinesses.Connect with Alex:Website: http://influencersupportmethod.comInstagram: @itsalexporterfieldTikTok @itsalexporterfieldConnect with Sam:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Discover the secrets to crafting scalable revenue-ready offers. Learn about the five crucial elements for scalability, such as automated onboarding and clear boundaries. Understand the importance of aligning your offers with your lifestyle goals to ensure sustainable success. Get insights into calculating your effective hourly rate and identifying bottlenecks in your business. Plus, hear practical steps to streamline your current offerings and enhance your scaling strategy!

Episode Description: In this episode of Beyond the Systems podcast, I'm diving into how I've been intentionally using AI in my business for the past six months—and it has completely changed the game! I was super skeptical at first (thinking AI would either take over my job or be useless), but a major mindset shift happened when I started seeing AI not as replacing a person but as enhancing tasks I was already doing.I'm breaking down the three main areas where AI has transformed my processes: content creation, client work, and team management. You'll discover how I went from spending 3-5 hours per week creating content for just Instagram and my podcast to producing twice as much content (Instagram, LinkedIn, multiple weekly emails, podcast, and blog posts) in under 2 hours!I've found that AI works best when you already have established systems and a clear brand voice. That's why I'm sharing exactly how I built my knowledge base in Claude AI, how I repurpose my podcast content across multiple platforms, and why starting with what's already taking up most of your time is the perfect entry point for implementing AI.That moment when I realized I didn't have to choose between consistency and time freedom was game-changing. Now I can maintain my content schedule even during busy client weeks without sacrificing quality or burning out.If you've been curious about practical, realistic ways to incorporate AI into your service-based business, this episode gives you the exact roadmap I've followed to save 5-10 hours every single week!Resources from this episode: 10 AI Podcast PromptsPodcast Systems BlueprintClaude AI (claude.ai)Fathom AI (fathom.video) - AI note-taking tool for Zoom callsRiverside (riverside.fm) - Podcast recording platform with AI featuresLoom AI - For creating SOPs from video recordingsConnect with Sam:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Lena Sesardic, a business and life mentor, guides women entrepreneurs to embrace their authentic voices. In this conversation, she candidly shares her journey from tech product manager to online entrepreneur, emphasizing the messy pivots along the way. Lena discusses the importance of authenticity in content creation and how it helped her navigate uncertainty. She highlights the necessity of self-compassion and adaptability, especially with AI reshaping the business landscape, reminding listeners that embracing change can lead to incredible growth.

Exploring the leap from $5K to $15K months, this discussion emphasizes the power of simplicity in your tech stack. Discover why more tools don't always mean better systems and the essential four tech foundations for scaling successfully. With a memorable grocery store analogy, learn to shop smart for tech without getting overwhelmed. The podcast dives into the importance of strategic planning and streamlined client communication to enhance growth, all while avoiding common pitfalls of unintegrated tools.

In this episode of Beyond the Systems, I interview Josh Haynam, co-founder and CEO of Try Interact, a platform for creating quizzes. We explore how quizzes have evolved from simple personality tests to powerful tools for meaningful customer engagement. Josh shares how the quiz landscape dramatically shifted in 2024, moving away from viral "what shrimp are you?" style quizzes to more intentional, value-driven experiences that help solve specific problems.Some key moments from the episode:"Things change slowly and then all at once" - Josh perfectly captures how quiz marketing transformed in 2024. The days of 5-question viral Buzzfeed-style quizzes are over. Today's successful quizzes create personalized journeys through your content and expertise.Josh breaks down an excellent example of a modern quiz - an English language assessment with 13 thoughtfully crafted questions that demonstrates the creator's expertise while mapping to specific pain points. Each result delivers a customized content journey addressing the quiz-taker's exact needs.When asked whether quiz creators should focus on being positive/affirming or pointing out what's wrong, Josh reveals that in 2025, people overwhelmingly want quizzes to identify their problems first. As he notes, "If you don't start by acknowledging that something is off, I'm not going to listen to you."The conversation dives deep into the psychology of asking questions and why many businesses overcomplicate quiz creation instead of simply recreating their most helpful customer conversations.For business owners considering adding quizzes to their marketing mix, Josh emphasizes that successful quizzes sit at the intersection of three elements: a compelling topic (like personality or spirituality), personal relevance to the individual taking it, and a clear connection to your business offerings.Together we discuss the rise of branching logic quizzes - while they require more backend work (sometimes mapping out 128 different possible outcomes!), they deliver an almost magical experience where just 4-5 targeted questions can lead to pinpoint accurate results.As Josh shares, nothing beats personal conversations for conversion rates. Only turn to automation tools like quizzes when you've had enough customer interactions to truly understand the journey.This episode is perfect for business owners looking to understand how quizzes can create meaningful connections with their audience while delivering real value. Josh's conversation provides both strategic insights and practical tips for creating quizzes that resonate in 2025's more intentional digital landscape.Resources from this episode: TryInteract: https://get.tryinteract.com/systemswithsam if you sign up free you can get a free quiz strategy callMore about Josh Haynam: The co-founder and CEO at Interact, a software for creating list building quizzes. Since co-founding the company in 2013, Josh has worked with the world's leading brands on quizzes ranging across every industry and use-case imaginable.Connect with Josh Haynam:Website: http://tryinteract.comInstagram: instagram.com/tryinteractLinkedIn: linkedin.com/in/jhaynamConnect with Sam:Website: https://www.systemswithsam.com/services Instagram:  https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/