Brands that Book with Davey & Krista Jones

Today Krista and I are sharing three activities that we will doing together during our year-end review and planning meeting. While these activities aren’t the only things we’ll be discussing, we thought it would be more helpful to give y’all an idea of what sorts of things we focus on during these meetings vs. how to plan the meeting (more on that in a minute).We discuss an activity that will help kick things off and set the tone for the meeting that analyzes both the revenue driving activities of the business and how the team feels about those activities. Then we jump into an overview of how we examine our finances. We don’t go into great detail because I’m releasing an episode in a few weeks with financial expert Shanna Skidmore who helps us explore this. And we end by discussing some of the marketing related efforts that we’re going to take another look at.We have a few goals during these sorts of meetings. One is efficiency. And by that, I mean we want to figure out how we can do more with less—which ultimately means that we’re figuring out what we can eliminate so as to make better use of our time and resources. It can be difficult cutting things out, but it’s always amazing to me the growth that a little pruning can bring about. Beyond that, we of course want to create some space to get on the same page and dream together a bit about what the next year could look like.Sometimes the middle of these conversations aren’t always easy—especially if you have a partner that you work alongside—they might have a totally different assessment of the year and what should be done the following year. God knows that has occasionally been the case with Krista and me… but these conversations are so necessary to have, and I’m always so grateful afterwards for having had them.There are so many ways to make your year-end review or planning meetings more effective. We don’t jump into actually how to plan these reviews, although we do have other episodes that cover such things. Regardless of what your end-of-year meeting looks like, we hope you find one or more of these activities helpful.As always, links and resources can be found in the show notes. Check ‘em out at https://daveyandkrista.com/ And if you enjoyed this episode, please consider leaving a review over at Apple Podcasts.Find it quickly here (in the podcast):0:00 Intro4:31 Year end review7:31 Graph with four quadrants to help evaluate goals8:43 Upper left quadrant, things that drive revenue but you don't want to be doing8:57 Upper right quadrant, things that drive revenue and you want to be doing9:06 Lower right quadrant, things that you want to be doing but aren't driving revenue9:11 Lower left quadrant, things that don't drive revenue and you don't want to be doing14:23 Financial evaluation16:59 Freedom to cancel a tool you once purchased18:15 Helps to keep track of expenses throughout the year20:57 Marketing evaluation25:05 Evaluate relevant content frequently

Krista joins me on the podcast today to chat about what I think are the ONLY TWO STEPS of effective marketing. Yes, I believe effective marketing only requires two steps, and if you focus on doing these two things well you’ll see more engagement, more leads, and more bookings or sales.We chat about why content marketing is so effective, common mistakes we see people make, and what businesses can do to get the most out of their content marketing efforts. We then review why lead generation is pivotal to the health of any business.If you haven’t listened to our episode on lead generation (episode 173), you’ll want to check that one out as well.As always, be sure to check out the show notes at daveyandkrista.com for the resources we mention during the episode.Episode sponsor: This podcast episode was made with Zencastr. Use my special link zen.ai/daveyandkrista and use daveyandkrista to save 30% off your first three months of Zencastr professional. #madeonzencastrAnd can I ask a favor? If you enjoy the Brands that Book podcast and find this episode helpful, would you mind heading over to Apple Podcasts and leaving us a review? Reviews are helpful for so many reasons, but most importantly they let us know that we’re producing the kind of content you want to hear.

Do you have a content marketing strategy? Do you create content at all? In this episode, Davey and Krista discuss how to put together a content marketing strategy like you're the CMO of your business.See more at https://daveyandkrista.com/create-cmo-marketing-plan/SPONSOR: This podcast episode was made with Zencastr. Use my special link zen.ai/daveyandkrista and use daveyandkrista to save 30% off your first three months of Zencastr professional. #madeonzencastrFind it Quickly (in the Episode):0:00 Intro5:22 How to create a marketing plan like a CMO5:44 Some people have no problem creating content5:56 Some people struggle with the overall vision of implementing the content7:18 Just get started creating content8:14 Your business will grow and evolve as should your content8:48 Create a marketing plan in 3 steps9:25 Step #1 Vision and content planning9:41 Map out the customer journey in a timeline format12:15 Create your customer avatar16:25 What action do you want people to take?17:06 Step #2 Implementation and create systems18:02 People want to focus on creating a core piece of content22:40 Step #3 When thinking about content, you need an idea of the resources you have in place26:21 Stay consistent and constantly go back to reference customer journey and avatar

We've either created or reviewed HUNDREDS of freebie lead generation offers, and we've identified four characteristics of a high converting lead generation offer. Nailing these  four characteristics in your next lead generation offer can lead to a freebie that generates hundreds or thousands of emails.How much do you enjoy sending cold emails or DMs to find clients or customers? If you’re like 99% of business owners, that answer is none.However, you have to connect with potential clients somehow if you want your business to thrive.Enter lead generation.See more at https://daveyandkrista.com/lead-generation-formula/SPONSOR: This podcast episode was made with Zencastr. Use my special link zen.ai/daveyandkrista and use daveyandkrista to save 30% off your first three months of Zencastr professional. #madeonzencastrFind it quickly...0:00 Intro5:57 What is lead generation?6:22 The FREE lead gen resources that we have available (see below).8:20 What is a lead?9:20 What is a marketing lead?11:31 Why is lead generation critical to running a successful business?13:02 The importance of understanding your customers' journeys.14:00 A few lead generation examples.17:15 What makes for a great lead generation campaign?18:08 Tip #1: Actionable and manageable19:10 Tip #2: Profitable for your audience20:03 Tip #3: Urgent and critical22:28 Tip #4: Relevant for your target audience and business

Want to get more done in less time? Before I say anything else, hear me when I say this:I don’t think life is about being as productive as you can.The goal of a productivity hack isn’t to help you produce an endless amount of work. It’s to help you get your work done easily and efficiently. In doing so, you have more time for the other important things in your life— your family and friends, hobbies, and health.Our latest podcast episode dives into many of the productivity hacks that work in our home and business. We elaborated on several of them in the corresponding blog post / show notes and added other practices that can help you have more time for the things that matter.Use my special link zen.ai/daveyandkrista and the code "daveyandkrista" to save 30% off your first three months of Zencastr professional. #madeonzencastrFind it Quickly Here (in the podcast):0:00 Intro5:25 Morning and evening routine7:01 End the work day transition10:57 Identify one goal for the month13:37 Block Scheduling15:32 Prioritize more productive tasks when you are at peak energy and vice versa for least productive tasks16:47 Batch tasks, meetings, meal prep, etc18:43 Get outside in the morning21:52 Keep a running list of ideasGet access to the resources and show notes: https://daveyandkrista.com/productivity-hacks-entrepreneurs/

Find It Quickly (in the episode): 0:00 Intro 2:45 Pursue Whole clients 3:30 Transitioning your professional life to focus on your personal life 6:25 Key differences and common themes among clients 7:00 Common theme is for clients ability to say no 10:01 Leaders fear disappointing other people so they say yes 12:30 For every yes, you're saying no to something else 14:41 How do you set yourself up to say yes in a healthy way? 16:52 When you say yes, without follow through, you are breaking trust 20:00 Relationships are repaired by closing doors and making amends 21:35: 2 types of responses for repairing after breaking trust 24:40 How do you move from saying yes to saying no? 25:24 Define who is in your inner circle 26:06 Delay gratification 28:28 Hold onto your values 36:51 Resource for defining your values and saying no in your email For show notes and resources go to: https://daveyandkrista.com/the-most-important-skill-for-high-performers/

Find It Quickly Here (in the episode): 0:00 Intro 1:55 How to organize planning for summer 4:50 How Greenhouse Coaching started 8:00 From engineering to the next phase 10:43 How did you start the business after corporate work 12:58 People want to help you 13:27 LinkedIn vs Facebook 15:40 Obstacles faced to necessitate coaching 16:40 Growth Hacks specific for businesses 19:20 Greenhouse method 21:15 Trello System - weekly planning rhythm 22:45 3 steps that actually matter 22:58 #1: Weekly recurring block 26:15 #2: What to do during the time block 34:34 #3: Deep work block 37:35 Why coaching is so effective 42:04 Quarterly revisit business and goals 43:25 Macro vs micro-thinking For shownotes and other resources: https://daveyandkrista.com/focus-what-matters-business/

Find it Quickly Here (In the Episode): 0:00 Intro 2:30 Website consultations 3:15 What your website can do vs what you need it to do 4:34 5 things local businesses should focus on when it comes to your website 5:16 Revisit Google Business Listing 7:40 Get reviews 10:02 Website structure 12:39 Website designer to help organize content 14:36 Page Structure 15:34 Give your page an optimized title 20:27 Local PR 22:36 Google Ads 23:07 Create content on a weekly basis Show notes and other resources: https://daveyandkrista.com/local-businesses-seo/

Find it Quickly (In the Episode): 0:00 Intro 3:06 User generated content intro 3:45 Content based marketing vs curated ad marketing 4:07 Memes 5:06 User generated content is content created by your customers or clients 8:53 User generated content builds trust 9:19 Types of user generated content 13:45 How to source user generated content 19:43 Directions to make a specific request Show notes and additional resources: https://daveyandkrista.com/guide-to-user-generated-content/

We got early access to the new tool, and we've already created a demo sales page. It took Krista less than an hour to get the page up-and-running using Flodesk Checkouts (note: the page is only a demo—Designer Touch Sessions are currently closed, but you can join the waitlist here.). Find it Quickly (in the episode): 0:00 Intro 4:17 Flodesk in Portugal, Paris, Germany, Lisbon, etc 6:00 Remote-first benefits 9:00 August in Europe 11:10 Flodesk Checkouts 11:37 Flodesk was created for small businesses 13:45 Break in flow to third-party website 15:18 Emails are the best converting sales channel 15:50 Launch a business without a website using Flodesk 17:21 Flodesk designs beautiful email templates 17:54 Many problems lie behind the work for launching a website 18:20 Flodesk checkouts is in early Alpha access stage 18:45 Releasing in Beta on September 13 19:19 Tips for making it effective 19:49 Flodesk provides bumpers 22:10 Success of Flodesk 22:52 Viral loop to create more Flodesk users 23:20 Customer-first approach 25:02 Remove barriers to support small businesses 25:16 Flodesk checkouts + current subscription or add on 26:38 Incentive to bundle during Beta 28:16 Customers showing creativity through Flodesk products 30:44 Lessons learned along the way 32:15 Mental health 34:01 Time off 35:40 Humility Show notes and additional resources: https://daveyandkrista.com/flodesk-checkout-review/