In this episode, I’m talking about a topic that a lot of you have requested from me. I shared earlier this year that I was thinking about switching from Dubsado to ClickUp to manage my entire client workflow. I got a lot of questions about how I came to that decision and what the transition has looked like for me. There are many reasons why I switched, so I’m dedicating a full podcast episode to why Dubsado ended up not being a good fit for me and how I'm managing my client workflow in ClickUp now. You may be surprised that I also added other software programs to my software stack to manage my workflow... but I'm getting ahead of myself. Before we jump in, I want to give a disclaimer that I still think Dubsado is a great software tool. Dubsado has continually improved their software, which is really important! I always look at a software's product roadmap before I sign up for it to see what their plan is for the future. I want to know what their development vision is to see if their business will grow alongside my business. While it wasn't a great choice for me based on how my business developed, it's still the number one business management software that I recommend to many of my clients who are creatives. So, don’t completely count Dubsado out yet! If you've realized that the software you chose to set up your client workflow isn't working for you and feel frustrated when things get glitchy, this episode might help you sort through some of the challenges you're having. If you have a coaching business or a service-based business, lean in close. This episode might open your eyes to some different options to consider. I'm really happy with the switch I made and it might be just want you’re looking for, too. There's so much I could say about ClickUp, but today I'm just going to talk about customer and client workflows, and what to consider when choosing your software stack to make your life easier and business more streamlined. By the way, if you haven't already heard, I do have a course for ClickUp - the Organize Your Business course. It goes through how I organize the entirety of my business within ClickUp - I’m talking goals and projects, all of my marketing channels, client work, course creation and course student management, all of my random admin tasks, etc. The course walks you through each of the folders with an example in the template, and gives you a behind-the-scenes look into how I use each and every folder in my own business to manage everything. Be sure to check it out linked below.      SHOW NOTES: jadeboyd.co/i-quit-dubsado-for-clickup     LINKS MENTIONED IN THIS EPISODE: Organize Your Business Course ClickUp ThriveCart eSignatures Calendly Zapier Send me a DM on Instagram (@jadeboyd.co) if you have any questions about what software is the best fit for your business. I’m more than happy to chat with you and share the research I've done on this topic.   CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

If you're a woman, this episode may just blow your mind. I knew this was going to be an amazing conversation, but honestly, it was so much more impactful and helpful for me personally than I could have imagined it to be, and I hope it is the same for you. Today's guest, Jada Dobesh, is a Spiritual Director and the creator of Selah Space, a holistic wellness co-op in Sioux Falls, South Dakota. In her work, Jada offers her clients the space and the practices needed for holistic healing and sustainable wellness. From your cycle, to your enneagram type, from spiritual direction to reiki, and other wellness services, Jada intentionally honors her client’s spiritual, physical, mental, and emotional well-being in her practice. Join Jada and I as we touch on a variety of topics that have become more popular in the last 5 years - the idea that we can manage businesses and focus on productivity in a way that is more inline with the feminine part of who we are. Come with me on this journey toward greater productivity by leaning in to our natural rhythms as women instead of trying to fight against them in one of the most helpful conversations I've had. CONNECT WITH JADA: Website: www.selahspacesd.com Instagram: www.instagram.com/selahspacesd Jada's Free Cycle Tracking Guide   SHOW NOTES: www.jadeboyd.co/rethinking-productivity-with-feminine-energy/   LINKS MENTIONED IN THIS EPISODE: Menstrual Mystics with Jada Dobesh Episode 51: Curating a Productive Goal Setting Environment   CONNECT WITH JADE: Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

There are so many different strategies and ways to set goals as a business owner that it can feel overwhelming. That overwhelm can actually hinder your thought process around where your business is heading and keep you from making a plan to focus your efforts on the things you want to accomplish in your business. People who are overwhelmed rarely take action, so by breaking goal setting down in a way that is simple to understand and simple to do, you will get out of the goal-induced overwhelm and into action.  There are only three steps to a successful quarterly goal setting session that will help you build intentionally and help you see the results you want to get out of the next quarter in your business. My foundational structure is something you can build on top of as you get more comfortable with goal setting or if you're a seasoned goal setter. Quarterly goal setting is one of my favorite topics! Press play and let me share a super simple goal-setting process that will help you get unstuck and give you the foundation to help you move from goal setting overwhelm to a simple, streamlined workflow to plan your quarter. If you want to put what you hear today into practice with a set aside time and place and one on one guidance on how to do this for your own business, sign up here for my in-person quarterly goal setting and planning workshop on September 27, 2023 at The Midnight Gem in Swisher, Iowa or join the waitlist for the virtual option coming soon.   LINKS MENTIONED IN THIS EPISODE: Episode 051: Curating a Productive Environment for Goal Setting Enroll in The Business Edit™, my 4-month Coaching Program Book a 4-hour 1:1 Strategy Session Sign up for the Quarterly Goal Setting Workshop on September 27, 2023 at The Midnight Gem in Swisher, Iowa Join the Waitlist for the upcoming Virtual Quarterly Planning Workshop CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

If you're like me, you're likely to fall into the trap of productive procrastination. It's the type of procrastination that keeps you busy with one thing (usually busy work or menial tasks that are low on the priority list) to avoid doing things that actually move the needle forward in business and life. It's the type of procrastination that most work-from-home business owners are likely to fall into at home because distractions are EVERYWHERE. In business, we measure our productivity based on our goals. How do you determine if it was a productive year? I hope you're not tallying how many menial tasks you crossed off each day. I hope you're measuring how much growth and progress toward your goals those tasks have actually produced for your business and life. And if you set the wrong goals, you could easily waste a whole year moving your business in the wrong direction and realizing that you didn't accomplish much that was worth celebrating. With this in mind, your ability to set strategic and aligned goals can make or break your productivity as a business owner. Productivity starts with clarity on what you want to accomplish and as the CEO of your business, you're responsible for setting that vision and clarifying the direction. So it's really important that when you're setting goals, you're setting yourself up for the most productive goal setting session you could possibly have, right? Tune in to this quick tip episode to hear about the way your environment affects your productivity when it comes to goal setting and how to curate your environment for a productive goal setting session. Grab your favorite note taking medium and join me!   LINKS MENTIONED IN THIS EPISODE: The Q4 Planning Workshop (September 27, 2023; Swisher, Iowa) Join the waitlist for the upcoming Virtual Planning Workshop Episode 017: Creating a Productive Workspace with Cassie Beech SUBSCRIBE TO THE BUSINESS MINIMALIST PODCAST If you enjoyed this episode, you won't want to miss what's coming next! Make sure you hit the subscribe button to tune into future episodes. If you love the Business Minimalist™ Podcast, I’d be so grateful if you’d rate and review it on iTunes! Simply scroll down, tap to give it a five star rating, then tap “Write a Review.” Your rating and review will help more small business owners discover helpful episodes each week!   CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

Have you ever felt overwhelmed by the clutter in your life, both physical and mental? I certainly have, and that's why I decided to do my own "Year of Less Challenge" this year. Each month, I've challenged myself to do less of something in order to free up more time and space for the things that matter most to me. What started as a month-long decluttering challenge in April stretched into four transformative months of decluttering, reevaluating my possessions, and embracing an even more minimal-ish lifestyle.   Like many people, my journey into minimalism began in 2015 when I stumbled upon Marie Kondo's book, "The Life-Changing Magic of Tidying Up." Little did I know that it would be the catalyst for a major life change and a decade long journey to pursuing minimalism in every area of my life and business.   Tune into this episode to learn more about my minimalist home journey, get a behind the scenes look at what it took to declutter my house from top to bottom this summer, and learn how this challenge has affected my business as a work-from-home entrepreneur!   SHOW NOTES: https://jadeboyd.co/my-minimalist-home-journey    LINKS MENTIONED IN THIS EPISODE: Sign up for the Q4 Planning Workshop in Swisher, Iowa Join my email List to get weekly podcast updates Episode 031: Introducing the Year of Less Challenge – Dry January Episode 037: Year of Less Challenge: How I Broke Up with My Phone THE BEST BOOKS FOR BECOMING A MINIMALIST I learn something new every time I read a book about minimalism, because there are so many categories of things that we own. So one person will do a deep dive into the reasons why you only need 3 knives, and another person will show you it’s possible to dress stylishly with only 30 items of clothing. Here are my best book recommendations for the minimalist curious: Minimalista: Your Step-by-Step Guide to a Better Home, Wardrobe, and Life The More of Less: Finding the Life You Want Under Everything You Own The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing The Year of Less: How I Stopped Shopping, Gave Away My Belongings, and Discovered Life Is Worth More Than Anything You Can Buy in a Store CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

At the time this episode goes live, everyone is starting to get excited to enter a new season. The Target shelves are filled with pumpkin spice candles, fall wreaths, and back-to-school supplies galore. Fall is my absolute favorite season for so many reasons. It's a season of routine, reflection, and winding down, which is why I thought it would be the perfect season to introduce this concept of the "seasonal bucket list".   You've probably heard of bucket lists, and have maybe even made one yourself. A bucket list is just a list of experiences or goals that you want to check off your list before you "kick the bucket". Usually, these are the types of experiences or goals that won't get prioritized in your life unless you make an effort to pay special attention to them. I mean when is skydiving or hiking the Grand Canyon really ever going to be the most urgent thing on your to-do list?   Creating a bucket list can help motivate and inspire you to start truly living and experiencing your life, take some risks, get out of your day-to-day routine, and take advantage of the time you have here on Earth. In other words, bucket lists can inspire you to live more intentionally and focus on things that matter to you. But what if we could infuse that same sense of purpose and excitement into our everyday lives, without waiting for a far-off someday?   In this episode, I'm going to share with you my process for creating a seasonal bucket list so you can lean into fall and live just a little more intentionally this season. You can also download a free Seasonal Bucket List Guide HERE to get the step-by-step summary sent to your inbox.     Links and Resources Mentioned in This Episode FREE Seasonal Bucket List Workbook   Subscribe to the Business Minimalist™ Podcast If you enjoyed this episode, you won't want to miss what's coming next! Make sure you hit the subscribe button to tune into future episodes.   If you love the Business Minimalist™ Podcast, I’d be so grateful if you’d rate and review it on iTunes! Simply scroll down, tap to give it a five star rating, then tap “Write a Review.” Your rating and review will help more small business owners discover helpful episodes each week!     SHOW NOTES:SHOW NOTES: https://jadeboyd.co/live-more-intentionally-with-a-seasonal-bucket-list   CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

This episode is helpful for the beginner entrepreneur and the seasoned business owner alike. Today’s guest, Holly Haynes, is an inspirational entrepreneur, business owner, and podcaster. She helps female entrepreneurs create simple, scaleable offers and systems to grow to multiple 6-figures without relying on the social algorithm or giving up their time freedom. An industry expert and featured Thrive and Entrepreneur.com author with a 20+ year business consulting background with Fortune 500 companies, Holly runs her strategic coaching business, the Crush the Rush Planner company, and hosts the top 100 Crush the Rush podcast while raising her twin daughters with her husband in Columbus, Ohio.    Key Takeaways from this episode How Holly replaced her corporate salary with a business she created working 8-10 hours a week from home. How Holly flipped the model and built her audience first before marketing an offer and how that streamlined her process to sales. Tips to scale your business to 6 figures before you quite your job. How to go from a social media dependent marketing strategy to a long-form dependent marketing strategy. Why all of Holly’s original content is first posted through long-form media (podcast, blog post, email) before it is repurposed for social media.  What do do when your lose your Instagram account. Holly’s 80/20 rule: 80% of your income comes from 20% of your clients. Tips to simplify your tasks and increase your productivity by segmenting your work using Theme Days.  3 of Holly’s most instrumental things that impacted her success as an entrepreneur.    Subscribe to the Business Minimalist™ Podcast If you enjoyed this episode, you won't want to miss what's coming next! Make sure you hit the subscribe button to tune into future episodes. If you love the Business Minimalist™ Podcast, I’d be so grateful if you’d rate and review it on iTunes! Simply scroll down, tap to give it a five star rating, then tap “Write a Review.” Your rating and review will help more small business owners discover helpful episodes each week!   SHOW NOTES: https://jadeboyd.co/strategies-to-crush-the-rush-with-holly-haynes      CONNECT WITH GUEST Website: https://www.hollymariehaynes.com Instagram: https://www.instagram.com/thehollymariehaynes/   LINKS MENTIONED IN THIS EPISODE: FREE Task Batching Workbook   CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

In a world bursting with ideas and shiny objects vying for attention, maintaining focus has become a challenge. While being multi-passionate can be advantageous, adopting a serial entrepreneur mindset can be a game-changer for business growth. In this episode, I introduce a 3-step Parking Lot Process for the new ideas that could distract you from executing: Capture, Organize, and Plan. By writing down, organizing and rating ideas based on your goals, values, and purpose, you can prioritize and implement new ideas in your business efficiently. This approach allows you to build a thriving, organized business while avoiding burnout from chasing every new idea that comes your way.    Ready to break free from shiny object syndrome and create a thriving business that gives you the freedom you crave? Dive into the Organize Your Business course - a comprehensive A-Z resource to streamline your projects, goals, content ideas, and to-dos, all in one organized place. Don't let distracting ideas hold you back. Embrace focused efforts through using an ideas “parking lot” and go from a “multi-passionate" business owner to a ”serial entrepreneur."   LINKS MENTIONED IN THIS EPISODE: Episode 044: Your Business Minimalist Blueprint: Build a Productive Business in 5 Simple Steps Weekly Review Checklist Organize your Business Course Episode 019: 5 Mistakes to Avoid when Making your To-Do List SHOW NOTES: https://jadeboyd.co/overcome-shiny-object-syndrome CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

Are you constantly telling yourself, "I'm going to get to that project this week".... but repeatedly letting yourself down? Holding yourself accountable matters. If you continually break your promises to yourself, you will eventually stop believing that you're capable of reaching your goals... and you'll start setting lower expectations for yourself.   But when you continually keep your promises to yourself you create an upward spiral. You believe in yourself more, you shape a new identity for yourself, and ultimately, you achieve more!   Today, I want to help you flip the script and build trust in yourself with some creative ways to stay accountable to your business goals. The result is not only an accomplished goal, but a stronger, more capable identity in your own eyes.  In today's episode, I outline the different types of accountability you can pursue and give creative examples of how to make them a part of your life and business. Press play to rebuild trust with yourself in ways that are helpful, productive, and encouraging. Ready to get the 1:1 accountability you need to reach your business goals? Apply for The Business Edit™ Coaching Program TODAY!    SHOW NOTES: https://jadeboyd.co/stay-accountable-to-your-goals/    CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

As I'm relaunching the Business Edit Coaching Program this month, I'm having this conversation A LOT with current and potential clients..   How do I know if this is the right time to hire a business coach? How do I know if this is the right coaching program for me? How do I know if I should sign up for another round of coaching or try to go out on my own for a while?   I remember vividly how frazzled I was when I hired my first business coach - I get it! It's a big decision, and you want to make the right choice. You want to make sure you get a good return on your investment - and you should!  In today's episode, I'm breaking down four questions to ask yourself before you hire your next business coach. Press play to figure out when and who to hire as your business coach, and alleviate a little bit of the overwhelm that might come with that decision!   APPLY FOR THE BUSINESS EDIT COACHING PROGRAM HERE     SHOW NOTES: https://jadeboyd.co/hiring-the-right-business-coach/    CONNECT WITH JADE Website Instagram Join My Email List   LEVEL UP YOUR BUSINESS PRODUCTIVITY Organize your Business Digital Course The Business Minimalist Blueprint Digital Course The Business Edit Coaching Program FREE RESOURCES FREE Task Batching Workbook FREE Weekly Review Checklist The Business Minimalist Podcast Archive Mentioned in this episode:Doors to the Quarterly Reset are open!The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!