00:00.00
Preston Lee
Good day there and welcome to a particular q and a episode of freelance to founder. My title is Preston Lee with millo.co and becoming a member of me on the air as at all times is my buddy Clay Moseley from getdripify.com hey clay having fun with the brand new places of work. Yeah.
00:12.97
Clay
What’s up man. Yeah, now that I’m moved ah transferring is transferring is the more serious.
00:19.29
Preston Lee
Yeah, that’s no enjoyable till that’s all completed however new location austin Texas nonetheless however simply discovered a brand new workplace to work in you cool you posted? Yeah yeah, you’ve at all times beloved that metropolis so long as you’ve been there.
00:28.74
Clay
Yeah, we’re downtown downtown Austin now which is which is cool. Love the power love the power right here yeah it’s yeah cool, bizarre vibe. Ah.
00:37.21
Preston Lee
Simply ah, simply only a cool vibe.
00:43.11
Preston Lee
Ah, properly good man. We’re gonna deal with this brief query right here at the moment from I’m pulling it up right here. We go ah from caesar or saad how are you wish to say it. We’ll name it. We’ll name him caesar he says hey guys that is caesar from. Ah, information properly is his firm. My query is as I transfer into being a founder what kinds of instruments. Do you suggest to develop our enterprise. So um, let me give a bit extra context. He says Caesar says they love to do chilly outreach. Ah there’s some completely different instruments that assist them discover e-mail addresses or monitor if an e-mail is opened or handle you buildil campaigns. He says there’s simply a number of choices on the market after which he says it may be overwhelming as a founder as we mature away from doing the whole lot in gmailgoogledocs and spreadsheets. What are the highest 5 instruments you suggest. We get in place to set ourselves up for long-term success. So the true query is finest instruments as their their firm grows.
01:47.17
Clay
Huh I imply and it is a fairly loaded query. You recognize I imply it’s There’s okay, right here’s my philosophy on instruments. Um.
01:49.20
Preston Lee
Why do you say that.
02:00.12
Clay
I feel and I’ll simply say this as a result of the query was requested and I get requested this query rather a lot is like hey what’s your favourite software program for no matter. Um I feel before everything I feel what somebody? what? what? each enterprise must do is to utterly whiteboard their course of.
02:05.90
Preston Lee
Good day.
02:17.88
Clay
Ah, for his or her gross sales pipeline from prospect to to new shopper to raving fan. What does that seem like no matter software program like utterly ignore software program after which what you do is.
02:32.70
Preston Lee
Yep.
02:36.61
Clay
What you do is once you wipe board it out you whiteboard it out in a approach the place you assume is ideal in an ideal world. How does that course of seem like proper? the whole lot from gross sales calls to onboarding to undertaking administration to ,? no matter proper. Um, and it’s in an ideal world. What does that seem like after which what you do is you exit and search for the instruments that may match that So like I can sit right here and like title so many alternative instruments however I’ve no freaking clue if that’s going to suit.
03:05.10
Preston Lee
Mm yeah.
03:13.97
Clay
This individual’s course of.
03:15.75
Preston Lee
Yeah I had the identical thought after I learn the query I used to be like properly there’s some primary instruments like for chilly outreach I may say like reply io I like um, they’ve added so many cool options. You recognize there’s like for locating emails. There’s like Hunter. Or um and there’s similar to so many, however however I agree like like um initially, recommending instruments is hard as a result of the rationale there are such a lot of completely different instruments except for capitalism after all is is as a result of folks have so many alternative preferences like like so we work with.
03:34.20
Clay
Ah, her.
03:44.52
Clay
The.
03:47.89
Preston Lee
Tons of and and 1000’s of freelancers on a regular basis and and somebody is likely to be diehard about like Freshbooks and one other individual utterly hates freshbooks they usually actually are freelancers who do comparable work proper? and it’s it’s similar to such a private choice and so I’m with eucle I kind of hesitate to say listed here are the very best instruments.
03:52.47
Clay
Um, yeah.
04:06.96
Preston Lee
To make use of for me. It’s about like what instruments I feel I’ve I’ve swung each methods I’ve gone like all in on instruments and pondering that’s going to be like an important piece of my enterprise after which I’ve gone tremendous easy and I feel I want the latter like.
04:15.35
Clay
Um, yep.
04:23.30
Preston Lee
For me, It’s like what instruments get out of my approach the quickest they assist me get the job carried out. However then they get out of my approach so I can do the true work as a result of I feel approach too typically. We find yourself like as a substitute of getting instruments that assist us with our processes we now have instruments that then we now have to construct processes simply to handle our instruments and it simply turns into this complete like.
04:39.42
Clay
Sure, it’s backwards I see it on a regular basis with um, for instance, excessive stage or go excessive stage as folks prefer to refer it to um, are you acquainted. It’s ah it’s an excellent widespread.
04:42.84
Preston Lee
Yeah, it’s completely backwards.
04:50.26
Preston Lee
I haven’t heard of that What’s that? no.
04:56.38
Clay
Advertising and marketing all in 1 advertising and marketing software program. Um, it does emails. It does s like sms textual content messaging it does. It’s a crm has a pipeline anyhow, it’s it has like the whole lot. Um, it’s what I take advantage of and so um, .
05:01.98
Preston Lee
Oh yeah, okay I’m yeah I’m wanting it up proper now whereas we discuss. Okay, cool.
05:15.48
Clay
I Hate the interface I hate it. Um, the one motive I’m nonetheless utilizing it’s as a result of when you be taught it as a result of the educational curve is so excessive on this. However when you be taught it. It’s tremendous highly effective. It’s like essentially the most highly effective advertising and marketing automation device that I’ve seen that it labored with however.
05:18.67
Preston Lee
Ah, yeah.
05:24.95
Preston Lee
Yeah.
05:34.82
Clay
Um, however anyhow to to your level That is this proper now’s a shiny object to not less than the circles that I’m in and persons are signing up for highlevel as a result of they assume it’s going to resolve all their advertising and marketing issues I’m like no, it’s a device. And so what they do is that they go signal join this factor which by the best way the folks at Highlevel they constructed this for businesses not the tip person. Not not the chiropractor. Not the Hva ser however like however I’m seeing an entire bunch of those finish customers these small enterprise house owners signing up for it.
06:03.46
Preston Lee
Ah, acquired it? Okay, yeah, yeah, yeah.
06:10.45
Clay
After which they’re like I don’t get it I don’t perceive the way to use it? Effectively it wasn’t meant for you however they’re shopping for this factor after which they’re altering their processes and their methods to suit this software program and I’m like going again to my unique level like go whiteboard your shit out after which discover one thing that matches however they’re like.
06:12.38
Preston Lee
So yeah.
06:29.30
Clay
They’re attempting to leap on the bandwagon as a result of everyone’s signing up for this factor.
06:30.78
Preston Lee
yeah yeah I I skilled this after I labored at ah so I I moved from like extra of a standard old-fashioned company setting an organization that had been round like in all probability over 100 years I don’t really know however a very long time and um after which i. I acquired employed I left that job and I acquired employed at a tech startup that was just some years previous actually high- techch guys I used to be working with like all fairly younger folks and um it was , conventional tech startup and and and we used what’s that product by Adlassian Atlassian
06:50.57
Clay
The.
07:06.77
Preston Lee
Um I don’t bear in mind both I’m going to look it up whereas we’re speaking. Ah yeah I feel possibly it was yeah that sounds proper? It’s kind of it’s kind of like a extremely advanced.
07:06.79
Clay
Ah I do know you’re speaking about I don’t bear in mind what it’s referred to as now now we’re each. We’re each googling it jira is a JiraJ I r a.
07:23.64
Clay
Yeah.
07:26.29
Preston Lee
As a result of I do know Atlassian purchased Trello which is sort of a kind of a drag and drop actually easy. However I feel yeah I feel Jira was it and and um it was like we spent I’ve spent in all probability I don’t know a 3rd of my day.
07:26.94
Clay
Yeah, oh.
07:43.26
Preston Lee
Managing my Jira Playing cards and no matter I don’t even bear in mind what they had been referred to as. It was similar to so sophisticated and and the and administration like wouldn’t allow us to , not utterly fill out a card for that like if I needed to go use the restroom I really feel like I needed to fill out a Jira card and like give all of them the main points. It was ridiculous and I simply.
07:48.20
Clay
Um, yeah.
08:02.13
Preston Lee
I pushed again so arduous however they simply held on to that and and I used to be similar to guys we’re losing a lot time simply managing the method as a substitute of getting a course of that will get will get enterprise carried out I Hope hope they’ve possibly solved that drawback since then however um, once more for me, It’s like simplify simplify.
08:15.52
Clay
Um, yeah, let’s the up.
08:20.96
Preston Lee
Simply because a device needs you so as to add classes and tags and dates and deadlines that doesn’t imply you need to like if that’s useful use it if it’s not useful. Go away it alone. We used clickup for the longest time. Ah, and I feel we in all probability used like 20% of the options they provided as a result of it’s similar to you don’t.
08:24.43
Clay
The.
08:36.50
Clay
Yeah I really feel the identical approach like we we’re switching to notion for that notions like easy. Yeah, yeah, it’s very minimal.
08:38.70
Preston Lee
You don’t have to make use of it simply because it’s there.
08:45.96
Preston Lee
Um, yeah, yeah, they kind of delight themselves on being easy if I bear in mind proper.
08:54.32
Clay
Um I feel the whole lot’s really black and white for essentially the most half. Um, however yeah I I feel ah sorry caesar you’re in all probability not going to get satisfaction out of our solutions however like 2 issues is whiteboard your course of out and select software program that matches that after which. However simplify is what you stated.
09:11.76
Preston Lee
Yeah, sure, simply simply select one thing easy and I feel I feel our recommendation goes hand in hand proper? as a result of it’s like I’m simply saying like choose one thing that will get the job carried out and also you’re saying work out what the job is to be carried out first after which choose one thing that that accomplishes that so.
09:24.00
Clay
Um, yeah I wish to make yet one more level. Um, as a result of I get caught on this little circle the place I simply get the itch to modify software program proper? Yeah however like.
09:34.93
Preston Lee
Oh I used to be gonna say this similar factor. Yeah go for it. Yeah.
09:40.76
Clay
And and I’ll do that for stuff the place I’m like my present software program is working. Why do I wish to change simply because I get bored proper and don’t be don’t observe that mild. Ah, don’t fall into that that lure as a result of if one thing’s working.
09:46.58
Preston Lee
Um.
09:57.69
Clay
Simply don’t even take into consideration switching. It’s working. Ah.
09:59.85
Preston Lee
Yep yep yeah or even when I might say even when it’s working like 90% like I okay so right here’s a extremely concrete instance I used to be on Mailchimp for the longest time like years like possibly a decade on Mailchimp and um, this different software program.
10:09.91
Clay
Simply additional.
10:15.61
Preston Lee
Was it lively marketing campaign I feel was the opposite software program they’d this one characteristic that I actually wished to attempt so I went by way of the horrible terrible means of migrating tens of 1000’s of e-mail addresses and buyer ah buyer.
10:24.40
Clay
Oh god.
10:30.76
Preston Lee
All the client information and no matter throughout to activeca importing it setting out all upsetting. It resetting up all my campaigns.. It’s all very handbook. It took Endlessly. It was a ache studying the brand new software program as a result of it was all completely different after which I form of used this new characteristic however I didn’t actually take full benefit of it. In the meantime all the opposite like primary stuff that I needed to do regularly like sending only a typical e-mail marketing campaign or a follow-up or like sign-up kinds. They had been all far more sophisticated mailchimp made them tremendous easy, an lively marketing campaign overcomplicated them and so so in the meantime I’m depressing.
10:59.82
Clay
Assisted.
11:06.19
Preston Lee
After which a yr later I simply switched again to mailchimp as a result of I simply I imply a part of it’s what you get used to proper? So take that with a grain of salt for those who’re deciding between these 2 items of software program however like um I simply it wasn’t value it for that one characteristic for that 10% if it’s working eighty or ninety % similar to make do.
11:10.94
Clay
Um, yep.
11:22.67
Clay
Um, yep.
11:25.48
Preston Lee
With what you’ve acquired and and keep it up and and keep it up for some time I really feel like folks have a tendency to modify like each each time Pat Flynn says there’s a brand new software program that may make you wealthy or no matter folks will change over to it and it’s similar to look .
11:42.13
Clay
Ah.
11:42.55
Preston Lee
It’s not that completely different and never that significantly better and notably if it’s new. It’s not going to be higher than this factor that you just’ve been utilizing for 10 years it’s going to lack numerous options. So yeah, yeah, yeah, so.
11:47.98
Clay
Yeah, it’ll have bugs too that I’ve bugs.
11:56.26
Preston Lee
Anyway, lot. Ah, clearly we now have or not less than I personally have some soapboxes on that exact matter. However caesar we hope that was useful man. Ah the true reality of the matter is we are able to’t provide you with an inventory of prime 5 instruments. You need to be utilizing. Um, however that’s some these are some things to think about whilst you’re whilst you’re selecting instruments to assist.
11:59.23
Clay
Help with the.
12:15.58
Preston Lee
Develop your online business and we hope that was useful man better of luck to you as you as you develop your online business if you need your query answered like caesar or not answered like we did for caesar at the moment. Ah you may go to freelance to founder.com/ask.
12:17.79
Clay
Um.
12:29.67
Preston Lee
And simply fill out a fast kind there and we’ll reply your query on the air ship you the hyperlink to the podcast and you’ll hear in. Hopefully it’s useful to you and Clay Mosley from gitripify.com thanks a lot man, proper? Take care.
12:40.60
Clay
All proper see? ah.