Creating an Overwhelm-Smashing Marketing Plan with Heidi Thompson


Today I’m talking about creating an overwhelm-smashing marketing plan with Heidi Thompson. We dive into the specifics of what a marketing plan is and the five pieces you need to include to have a successful marketing plan. Heidi goes into detail about all five of those pieces so you know who to talk to, what you should be saying, and how you can evaluate whether your marketing is working. This is a great episode if marketing seems overwhelming to you because she breaks it down into really easy steps for any type of business.


Connect with Heidi:

Heidi Thompson is the best-selling author of Clone Your Best Clients and the founder of Evolve Your Wedding Business where she specializes in business and marketing strategy for wedding professionals. She helps wedding professionals grow their businesses and reach their goals without going crazy in the process. Her business & marketing expertise has been featured on several wedding and business outlets including The Huffington Post, Social Media Examiner, Wedding Business Magazine, Sprouting Photographer, Photo Biz Xposed, Honeybook, WeddingWire World & she’s an advisory board member for the UK Academy Of Wedding & Event Planning.

Topics Discussed:

  • What a marketing plan is and why you need one

  • The 5 parts of any marketing plan

  • Setting goals for your marketing

  • Researching your ideal clients and what makes you different

  • Solidifying your messaging

  • Where you should be marketing and what you should say

  • Evaluating your marketing plan to make sure it’s working

  • Marketing with paid ads

Resources Discussed:


  1. Get solid on who your ideal client is

  2. Evaluate what you're currently doing and whether it's working

  3. Schedule weekly and monthly check-ins with yourself

Making SEO Easy with Meg Pilla Clarke


Today I’m talking about making SEO easy with Meg Clarke. We have a fantastic discussion about SEO and the things you can do on your website to improve your ranking with Google. She gets into the details of meta-data, content, and all the pieces of SEO. We talk about analytics and the most important thing to consider when working on SEO. She also tells us a little bit about hiring an SEO expert, if that’s where you’re at in your business.


Connect with Meg:

Meg Clarke is the owner and founder of Clapping Dog Media where she is a master at growing organic traffic. By using data, proven techniques, and years of experience, Meg and her team help to turn web visitors into raving fans that stick around. Meg is a passionate cheerleader for businesses. She teaches entrepreneurs how they can harness the power of Google so that they can make a larger impact on the world. When she is not learning the ins and outs of the latest algorithm update, Meg is enjoys playing with her three boys, husband and golden doodle-- and company mascot, named Vader.

Topics Discussed:

  • What SEO is and why it’s important for creative entrepreneurs

  • How you can evaluate your own website

  • Writing content that helps your Google ranking and serves your audience

  • Keywords and why they’re less important than they used to be

  • The importance of your website speed

  • Meta-data and image alt tags

  • The most important thing to focus on when improving your SEO

  • What analytics you should be focusing on and how you can use that data

  • The difference between website platforms

  • Hiring an SEO expert

Resources Discussed:


  1. Look at your content and see if anything needs to be updated

  2. Link connected posts together

  3. Look at Google Analytics  and see where people are coming from, how long they are on your website, and how many pages they're looking at

Creating a Planner & Launching a Product on Indiegogo with Yvonne Heimann


Today I’m talking with Yvonne Heimann about launching a product on Indiegogo. She is really honest about getting started in the planner industry and what that was like, talking through the manufacturing and production process, and discussing marketing her product launch. We talk about launching not going as planned, but making adjustments as you go.

This is my first episode back from maternity leave, so I’m really excited to jump back into this season and bring you all new guests and topics!


Connect with Yvonne:

As a web designer and business efficiency coach who runs multiple businesses, Yvonne has over 10 years of experience organizing, strengthening, and streamlining businesses into profitability and success. She was born and raised in Germany where she caught the entrepreneurial bug early on, working in her parents’ business and owning her own pub by the tender age of 22. Yvonne left the safety net and security she had in Germany to pursue her own dreams. Since moving to the US in 2007, Yvonne’s goal has been to help empower entrepreneurs so they can successfully run a sustainable business while also enjoying life. Her own life-changing challenge came in 2014, when she lost her husband to cancer. Yvonne was determined to resume her passion of building “bulletproof businesses” that can withstand anything.

Topics Discussed:

  • The design of the Bulletproof Business Planner and how it came to be

  • Breaking into a new industry

  • The manufacturing and production process and it’s challenges

  • Making changes to your product based on customer feedback

  • Why it’s important to know your target market

  • How Yvonne is helping her customers get the most out of their planners

  • Marketing for a product launch and using Indiegogo

  • Making adjustments to a plan based on how a launch is going

Resources Discussed:


  1. Network within the industry you want to be in

  2. Just start somewhere

  3. Find people around you to encourage you

Re-Release | Pricing Your Services for Profitability and Your Dream Clients with Kristin Kaplan


Today I’m talking to Kristin Kaplan all about pricing your services and products for profitability and your dream clients. Kristin gets into a lot of really great information to help you price your services to actually make a profit in your business, including why you need to stop depending on what others are doing for pricing and start figuring out your numbers.

We talk about knowing your numbers and why that’s so important, as well as pricing based on the value you bring to your clients instead of just what it is you need to make or what the industry standards are.

I’m really excited for this episode because I think it’s something that so many of us creative entrepreneurs and small business owners struggle with, especially when it seems like we hear from a lot of people that our prices are so high.

As we get into this episode, I want to encourage you to get into your own numbers so that you know exactly how you should be pricing your services and figuring out what value you bring to your clients.

Kristin is an entrepreneur, wife, mother of three, and extreme list maker. A northerner by way of Los Angeles, she is now happily settled in Nashville, Tennessee and loves everything about living in Music City. She founded Stunning Events 10 years ago where she plans fresh, fun, wedding celebrations and manages all business operations. She also teaches, mentors, and coaches creative entrepreneurs to live a life of purpose by building a solid business foundation. She is the writer and creator of The Pricing Workbook, a pricing guide for creative business owners and the co-founder, along with Ginny Krauss, of The Wedding Business Bosses community and The Wedding Business Academy, a 6-month group coaching program for wedding industry creatives. 

Connect with Kristin:




Topics Discussed:

  • How she started her first business and started working with wedding professionals and creative entrepreneurs

  • The biggest issue small business owners have with pricing

  • Creating a strategy behind your pricing

  • How to calculate your cost of doing business

  • Learning the value of your services or products

  • Transitioning from an hourly mindset to value-based pricing

  • Pricing for the clients you want to work with

  • Packages vs. hourly rates

  • Explaining your pricing to potential clients

  • Why you should get paid, even when you’re just starting out

  • Planning for growth in the future

  • How to raise your prices

Resources Discussed:

Re-Release | Weatherproofing Your Business with Amy Braswell


Today I’m talking with Amy of PaperFinch and we are chatting all about weatherproofing your business, including what that means for your business, how you can get started, and three major steps for getting weatherproofed. This applies whether you’re preparing to take some time off or you’re growing and scaling as you create different sources of income.

A wanderer at heart, Amy at PaperFinch Design creates inspirational and geographic art and gift products in order to help people tell their story. She wants to help people illustrate and find the inspiration in their own journey – where they're going, where they've been, or their favorite life motto.

Connect with Amy:

Topics Discussed:

  • How she got started in graphic design and why she embraces her way of designing

  • The importance of weatherproofing your business

  • Amy’s story behind her passion for helping entrepreneurs weatherproof

  • When you should start the process of weatherproofing

  • The importance of organizing and documenting everything in your business

  • How to set up your business to be handled by someone else

  • How you can start outsourcing in your business

  • Starting small by hiring someone who is an expert at something you don’t do well

  • How you can use content you’ve already created to make your business easier

  • How to overcome objections when it comes to outsourcing

Resources Discussed:

5 Website Updates to Get Legit

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Re-Release | Website Redesign vs. a Refresh - Which Option is Best


Today I’m talking about a website redesign versus a refresh or customization and which option is best for you.

Right now, as we go into 2018, a lot of us are looking at redesigning or updating our websites, refreshing what we have so that we can better speak to those dream clients and really start to grow our businesses and meet those big goals in the New Year.

For me, this included updating my website with my new signature process, The Strategic Website Design Roadmap, and I wanted to talk through a couple of the options that are included in order to help you figure out the best way to go about updating your website.

Topics Discussed:

  • The Strategic Website Design Roadmap process

  • What’s included in a Website Redesign

  • What’s included in a Website Customization

  • When you need a complete redesign

  • Examples of clients who designed their websites from beginning to end and why they chose that option

  • When you don’t need to redesign and should consider customization instead

  • Examples of customizations I’ve done for clients and why that option was best

  • How to prepare to update your website

Resources Discussed:


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Re-Release | Writing a Book that Serves Your Audience and Your Business with Jodi Brandon

Writing a Book that Serves Your Audience and Your Business

Today I’m talking to Jodi Brandon all about writing a book at serves your business and your business. We got though the process of brainstorming topics for your book, writing that book, getting it published, and even get into some marketing. In addition, we cover the ultimate purpose of your book is and how you can validate your topic before you get started. Jodi also talks about the importance of finding a topic that is going to bring your audience back to your services and how you can serve them well through the topic you choose and the book you write. She also talks a little bit about her own book and how she went through this process herself, as well as the reasons that you should consider self-publishing instead of going with traditional publishing.

Jodi Brandon has more than 20 years' experience in book publishing. After many years working at traditional publishing houses, Jodi and her husband relocated from New York to Philadelphia and she launched her freelance editing business. Jodi's passion these days is working as a book editor and writing/publishing coach for creative entrepreneurs, bloggers, and small business owners who want to level up their business with a book.

Connect with Jodi:

Topics Discussed:

  • How she moved from working in traditional publishing to working one on one with small business owners and creative entrepreneurs

  • Why small business owners should write a book

  • How to find a topic for your book, including validating your idea before you start writing

  • Ways you can reuse the content you’ve already created

  • How she works with clients to help them publish a book

  • The difference between traditional and self- publishing

  • How to launch and market your book

  • How to get book readers back into your business and eventually hire you

Resources Discussed:

Re-Release | Managing Multiple Businesses without Complete Overwhelm with Krista Miller


Today I’m talking with Krista Miller of Krista Rae all about managing multiple business without complete overwhelm. Even if you aren’t managing multiple businesses right now, this episode is still really relevant because we’re talking about practical steps you can take to avoid overwhelm in your business as you’re adding side projects or just juggling client and business work.

I’m excited about the way Krista runs her business and her willingness to share the systems she uses. She gives great advice on how we can run everything without spending 24/7 on our computer or in our business. She also talks about how you can break your tasks up to get everything done and gives her biggest tip for running multiple businesses without getting overwhelmed.


Connect with Krista

Krista is a WordPress developer, co-host of the Get Back To Design Podcast, and co-founder of Coded Creative Themes. She specializes in collaborating with passionate designers to craft strategic websites that directly support their clients' goals, while helping them ditch the tech and spend more time doing what they love - design.

Topics Discussed:

  • The businesses Krista runs and how each got started

  • How we can run our business and pursue other projects without working all the time

  • The systems Krista tried and what works best for her

  • Exactly how she organizes her week to allow for client work, business projects, and flexible time

  • How you can break down all your tasks so you can get it all done

  • Her biggest tip for running multiple businesses without getting overwhelmed

Resources Discussed:

5 Updates for a Higher Converting Website

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Re-Release | Improving Your Website Today with 5 Easy Updates


Today on Process to Profitability, it’s just me talking about improving your website today with 5 easy updates that you can make. This is a subject that I am so passionate about because I believe that you don’t need a brand new website or a total redesign to start seeing more results from your website.

Take these updates and check out your own website. See if you can make some of these changes today to improve your design or if these are things you can put on your to-do list if you think they will take a little longer.

Need help with your website design?

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Samantha Mabe is the owner and designer at Lemon and the Sea. She loves empowering creative women with a heart to serve to grow their business through brand and website design. Her background is in design and architecture, but she’s been creating since she could hold a pencil. Samantha is a Pittsburgh native now living in Richmond, Virginia where she spends her days designing brands and websites and her evenings watching Netflix with her husband and their dog #gambittheweshi.

Connect with Samantha:

Topics Discussed:

  • The importance of having your email address on your website

  • Where to put your email address

  • What you need to include in your terms & conditions and privacy policy

  • Why you need return, refund, and warranty policies if you sell products or courses

  • Why these policies are important

  • How to update your portfolio to attract more of your dream clients

  • How to include images, testimonials, and client stories in your portfolio

  • Editing your content to keep your design simple

  • Why it’s important to guide visitors through your website

  • Adding calls to action to each page of your website

  • They types of calls to action you can use on each page

  • Why you need to map out your website like a journey

Resources Discussed:

Re-Release | Connecting to Your Clients through Brand Photography with Mallika Malhotra

Connecting to Your Clients through Brand Photography with Mallika Malhotra

Today I’m talking with Mallika Malhotra of Mikifoto + Co all about brand photography – what it is, where you can use it, and how you can get the best images possible whether you’re working with a brand photographer or someone who is going to help you capture your brand story through imagery. We chat about where you can use these images online, the best places to share these image in a way that is really going to connect with your dream clients.

Mallika also has a book coming out that covers all of these topics and more. Check it out at The Brand Photography Playbook.

Mallika Malhotra of Mikifoto + Co is a brand photographer and brand story strategist who works with women entrepreneurs, inspiring them to express themselves, share their stories and unleash their creativity through photography, branding and live workshops. She combines her strategic business sense with her creative photography skills to help her fellow lady bosses stand out and energize their message with confidence. 

Based in northern NJ, Mallika also teaches live workshops on branding, vision boarding and photo styling. When she is not taking photos or building brands, she is at home with her three sons and husband, drinking coffee or red wine and dreaming about their next global adventure.

Connect with Mallika:

Topics Discussed:

  • What brand photography is and how small businesses can use it

  • How you can get photos that will connect with your dream clients

  • Why knowing your brand story and why is so important

  • Telling your business’s story through photography

  • The importance of being true to yourself and not just following trends

  • The questions you should be asking a photographer before you work together

  • How to get comfortable in front of the camera

  • Where you can use your brand photos

  • When you should consider investing in a brand photoshoot

  • How to use stock photography with your branded images

Resources Discussed:

Re-Release | Building a Team that Supports Your Business Mission with Ashley Cox


Today I am talking with Ashley Cox of sproutHR all about building a team that supports your business mission. We covered some great topics including how to hire for a small business, how to set up the hiring process including creating a really great job description, and how you can create an interview process that will help you find the right person for the job. We also talk a little bit about the difference between contractors and employees and how you might be able to hire an intern for your business.

Ashley has so much to share and we covered a lot of it today, so I’m really excited for this episode.

Ashley Cox is The HR Partner for Creatives at sproutHR, where she helps you hire, train, and lead your thriving team, all with confidence and heart. She loves to make the scary and overwhelming parts of hiring and leading a team simple, actionable and fun, so you can feel more at ease in your business and get the help you need!

Connect with Ashley:

Topics Discussed:

  • How Ashley moved from corporate HR to running her own business helping creative entrepreneurs

  • How she found a place where she could use her corporate experience and build a business she loves

  • How to create processes and systems to help your business grow

  • The importance of writing your processes down

  • How to create a job description that helps you hire the right person

  • Why you need to outline the interview process before you start accepting applications

  • The things you need to include in a job description

  • How to make sure that the person you’re hiring has the skills needed for the job

  • Why you should hire slowly to avoid hiring the wrong person

  • The difference between a contractor and employee

  • Why you can’t hire an unpaid intern

  • The importance of creating a culture for your business

Resources Discussed:


Re-Release | Setting Goals and Planning Your Website


This week’s episode is all about setting goals and planning your website before you design.

We’ve all heard about goal setting in our business and you may have tried to do some yourself, whether successfully or not, but when it comes to website design, many of us don’t consider setting goals for our site before we sit down and design.

As I have been learning more and more about strategic website design and working with clients, I’ve learned that this is a really important first step to getting your website right the first time.

If your website isn’t working to help you meet your business goals, then it’s really not working for you.

Topics Discussed:

  • Why it’s important to set goals in your business for your website

  • How to set a goal for your website

  • Questions to ask when setting a goal for your website

  • Questions to ask before starting to design

  • How to reach your dream clients in the simplest way possible

  • Sharing your purpose through what you make most important

  • The importance of incorporating design for your dream clients and a style that fits you

  • The different types of goals you may choose for your website

  • How knowing your goal will help you design your website to convert more

  • Creating a sitemap to help you make sure you have every page you need on your website

  • Planning your website functionality for what you need now and your big future goals

  • Why you need to focus on what you’re sharing the services you offer

  • Best practices for setting goals and planning your website design

  • Why keeping your website as easy to use as possible will serve your audience better

Resources Discussed:

Questions to ask when setting a goal for your website

Before you start the design process, it's important to have a bigger goal for your website. This goal should support your business goals and will help you design in a way that helps your business grow.

  • If your website could do just one thing, what would it be?

  • What steps do your dream clients need to take in order to take action?

  • Working backwards, what is first step someone should take on your website?

Questions to ask before starting to design

If you're reevaluating your website design or considering working with a designer, these questions can help you see where you're falling short and what elements of your current website are working well.

  • Does your website focus on your core purpose?

  • Is the main goal of your website what you’re actually promoting?

  • Are you addressing your dream client?

  • Is everything on your website consistent?

The different types of goals you may choose for your website

These are some of the most popular goals creative small businesses set for their websites. Each will affect the way you design differently.

  • Growing an email list

  • Sharing content and educating your audience

  • Booking consult calls with your dream clients

  • Selling a certain product or course

Best practices for setting goals and planning your website design

These are some of my best practices for website design. A few are simple changes that you may have heard before and others are more in-depth topics, but all will help you design a strategic website that helps your business grow.

  • Include two forms of contact

  • Use a professional email address

  • Have a goal for each page of your website and lead people to the next step with a call-to-action

  • Keep the focus of your About page on your dream clients

  • Have one idea or message on each page

  • Automate as much as possible

  • Define your success metrics

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Re-Release | Creating Contracts that Protect You and Your Client with Autumn Witt Boyd

Creating Contracts that Protect Your and Your Client with Autumn Witt Boyd

Today I’m talking with lawyer Autumn Witt Boyd all about creating contracts that protect you and your clients. Autumn and I had worked together on a contract for my own business and so I was excited to bring her on to talk about her process and some tips for creating contracts that protect you and your business while still making sure that your clients get the best deal possible. The goal of your contract is that you can both be confident that you would be protected if something were to happen and how that makes it so much easier to work while knowing you have a contract to back you up.

Autumn Witt Boyd is an experienced lawyer who helps high-achieving and ambitious business owners reach their big goals, faster and smarter. Autumn guides creative entrepreneurs with big dreams as they grow from one-person-shows to bigger deals and collaborations. She has special expertise in copyright and trademark issues.

Autumn also hosts the Legal Road Map podcast, which teaches business owners how to protect their rights and stay out of legal hot water. She lives in Chattanooga, TN with her husband Dave, twin boys Sam and Tyson, and daughter Vivian.

Connect with Autumn:

Topics Discussed:

  • Why a contract is the most important legal protection for your business

  • Why your contract should protect both you and your client

  • Your first contract should be a client agreement

  • How you can create a basic contract yourself starting out and why you should

  • The most important things to have in your contract with a client

  • Why your contracts should be strict upfront to allow you room to make decisions based on circumstances in the future

  • What to do if someone wants you to sign their contract

  • How to create a contract that protects you and your client

  • Use your previous experience to create a contract that serves your business based on the issues you’ve had in the past

  • How to communicate the benefits of a contract to your clients

  • Why a contract gives you freedom to do your best work

  • Other contracts you may need in your business

  • The steps to take if you need to enforce a contract

Resources Discussed:

Re-Release | Quarterly Maintenance for Your Website


I can’t believe we are already at 25 episodes into this show, and I’m so excited that you’ve been with me along this entire journey. Today I want to talk about something that is going to be really important as we come up on the end of the year – quarterly website maintenance.

Some of these things you may have been doing all along and this hopefully won’t take you tons of time, but I think that they are really important to remind you to do at least every quarter. You may find that you need to do some of these items daily, weekly, or monthly depending on your business and website, but you should be going through this list every quarter to get into your business and know what’s going on behind the scenes without feeling overwhelmed by another item on your to-do list.

You can download a checklist of these items at

What is website maintenance?

This isn’t the day to day work of adding blog posts and responding to comments and it’s something you can do yourself with just a little time and know-how. Quarterly website maintenance is focused on keeping your website healthy, making sure you’re on track in your business, and that you’re getting the results that you want to see from your website.

Doing these things quarterly will also help you plan for future updates to your website and know what you want to change and who might be able to help you meet the goals you have for your website.

Back up your website

This is important so that you have a backup of your site in case it’s hacked or goes down. When you can recover at least the content, it’s a lot less stressful than starting over from scratch when things go wrong.

Check analytics

Use both Google Analytics and any analytics available from your website host. You can use this information to adjust the content you’re creating and promoting and where you’re focusing your marketing efforts.

  • What is your most popular page/post?

  • Are some pages dead ends?

  • Where are people coming to your site from?

  • What is your best conversion source?

Check website design

This can either be a quick check-in if you’ve kept up with your design or have just gone through a re-design or a more in-depth look if you haven’t had time to prioritize your design at other times.

  • Are the images up to date?

  • Does it still reflect your brand?

  • Does it look consistent across all browsers?

  • Does it look correct on mobile?

Check site speed

The slower your website loads, the less people are going to keep coming back to you. You want your website to load quickly so you can reach your dream clients (plus Google knows that pages that are slow to load are less liked, so they rank you lower in searches).

Check links

You want to make sure that all of the links on your website are still active and working. This helps with sharing quality content that helps people to trust you and helps with SEO because Google doesn’t like broken links.

  • Are all the links still working?

  • Are there any pages that no longer exist?

Test e-commerce and forms

Similar to links, having forms and a check out function that works properly helps your business run smoothly and builds trust with your audience because things aren’t getting lost.

  • Are all forms and check out functions working?

  • Does any inventory need to be updated?

  • Do you need to collect more/different information?

Update portfolio

Updating your portfolio can be intimidating because it takes time that seems like it could be better spent on client work, but by doing it quarterly, you’re showing off your expertise and creating fresh content for people who might be interested in working with you.

  • Add new projects

  • Update testimonials

  • Share any updated results from your service

Update bio

Check your about page, home page, guest bios, and social media to make sure every place is consistent and reflects your current services and brand.

  • Does your bio still reflect you?

  • Is your head shot up to date?

Updated features

By sharing the places you’ve guest posted or been invited to speak, you can build the know, like, trust factor with your audience.

  • Were you a guest on blogs or podcasts?

  • Did you speak at an event?

Check site map

Make sure that Google has a site map for your website so it knows which pages are on your website and help with SEO.

Poll audience and update copy

Make sure your copy reflects what you do, who you work with, and the benefits that you offer to your clients.

  • Take a poll (informal or formal) of your audience to see what they are struggling with and how you might be able to help

  • Update any services that may have changed

  • Make sure you’re still speaking to your dream client

  • Ideal Client Interviews


You want your SEO efforts to be pointing to the services and content that you’re offering now.

  • Update meta data and website description

  • Update keywords for future content

Run a UX test with a friend

Also known as a User Experience test, you can have a friend or Facebook contact perform tasks on your website to make sure that it’s easy to navigate and makes sense for your dream clients and website visitors.

Website Goals

Review your progress toward meeting your goals and adjust your content, marketing, language, or analytics as needed so that you know how your website is helping your business grow.

  • What progress are you making towards your goal?

  • Do you need to adjust which numbers you’re looking at?

  • Are there things you need to change or remove?

Remember, you don’t need to dig into these things every day, but by doing them quarterly, you will have a good picture of how your website is performing, what’s working and what isn’t, and things you can add to your list to improve.  The goal is that you continue building a website that shows your expertise and brings in more dream clients.

Re-Release | Starting Your Own Mastermind with Nevica Vazquez


Today I'm talking with Nevica Vazquez all about starting your own mastermind and how her mastermind helped her take her business to the next level. She gives a lot of great tips and really practical information that you can use when you want to start your own mastermind instead of waiting to be invited to someone else's.

You will learn exactly how to start a mastermind that will fit your business and the vision you have and help you put together a group of people who will help you uplevel your business, support you, and give you honest feedback.

We also talk about the best method for hosting a mastermind and how you can keep it on track instead of worrying that everything is going to fall apart because there is no focus.

Nevica Vazquez is a Business Strategist to digital bosses who want to scale their online biz. The bosses she works with are past the beginner stage of their business and ready to assess and strategize their plan for new growth. Together, her and her clients create the online biz + marketing plan they need to get to the next level of their business. In addition to serving her clients, every week Nevica hosts the Digital Boss Roundtable a roundtable webinar show where experienced biz owners meet to have productive conversations on up-leveling their digital businesses.

Connect with Nevica:


  • How Nevica got started in business

  • How your dream client evolves over time

  • What a mastermind is

  • How being a part of a mastermind can benefit your business

  • How to find mastermind members who are a good fit

  • How to structure your mastermind

  • How to keep your mastermind on track

  • Why you need to have rules going in and how to enforce them

  • Why you don't have to be the leader of your mastermind


Re-Release | Is Your Website Working for You? Creating a Strategic Website


Today is the second episode all about website design and I am going to be talking about how you can evaluate if your website is working for you. If you haven’t listened to the first episode, I recommend you listen to episode 13.

This episode is useful whether you’re DIYing your website, getting by until you can hire a designer, or if you’re working with a designer now so that you know what to look for and ask for in a strategic website design project. Because that’s what I’m all about – using strategy in your website design so that it doesn’t’ just look good, but it also functions well and helps you grow your business.

I’m going to cover a couple of techniques for evaluating if your website is working for you and I’ve also got a checklist you can download at

Topics Discussed:

  • The importance of having a strategy behind your website design

  • Why you need to test and change your design

  • Creating simple, easy to use navigation and what you should include

  • Why using website standards can help your design

  • Why your content is important to your website visitor’s experience

  • Things to check to make sure your content is working for you

  • The importance of having a call-to-action on each page

  • Creating a contact form that makes it easy for people to use

  • How the design of your website can support your main purpose

  • Why knowing your audience is important for your website

  • The tools I use with clients to test my website designs

  • The importance of testing and changing your design

  • My #1 recommendation for creating a strategic website

  • How strategic design serves your clients and customers

Resources Discussed:

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Re-Release | Using Customer Feedback in Product Design with Ashley Staum

+05 Using Customer Feedback in Product Design with Ashley Staum

Today Ashley and I chatted all about using customer feedback in product design, but this episode is so relevant to people in the service-based industry as well.

Ashley and I actually met in person at a VIP Intensive back in February of 2017, so I was so excited to bring her on the show to talk about how she grew her company and how she uses customer feedback to help her design better products while still maintaining the vision she has for her business.


Ashley Staum is owner of She Plans, a little planner company that sells planners, notebooks and printable planners. She is a self-taught designer with a degree in Marketing and an MBA from Virginia Tech. Her products are created with simplicity in mind, in both design and functionality, to allow you to create the space to let life happen - because life doesn't happen on the page. As the daughter of a Navy man, Ashley lived in six homes as a child and is on her sixth home since getting married in 2004. She currently lives just north of Houston, Texas along with her husband and four young girls. 

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Topics Discussed:

  • How Ashley got started designing planners for herself and turned it into a business

  • Why she still creates printables along with her line of bound planners

  • Her transition from Etsy to having her own brand

  • Why Ashley loves getting customer feedback and how it’s improved her business

  • The four ways she receives feedback and how she uses it to make changes in her business

  • How Ashley avoids the temptation to stray for her signature style

  • Why she thinks of her customers as part of her business

  • Why sometimes less is more in product design

  • Why she doesn’t feel like other planner companies are competition

  • How starting small and not looking at the competition is beneficial

  • Her upcoming Fall launch

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Re-Release | Getting Started with Wholesale with Carolyn Keating


Today I’m talking with Carolyn Keating of Wholesale 4 Creatives all about getting started with wholesale. Carolyn has a 10 year background in wholesale for other businesses and she has translated that into helping small creative businesses get into retail stores and get their products seen by bigger businesses.

Today we’re covering a lot of information that is mostly aimed at product-based business, but there are some great tips for cultivating relationships and figuring out pricing information if you’re a service-based business.

Some of the topics we cover are what wholesale is and why it’s beneficial, how you can price your products for profitability in the wholesale space, and how you can connect with people in stores and build relationships so you can be seen and stay top of mind whenever they are placingnew orders. We also cover a few of the ways that customer service changes when you are working in the wholesale space.

Carolyn Keating is the owner of Wholesale for Creatives, a resource for product based businesses looking to develop their wholesale and retail strategy. Prior to launching her business, Carolyn spent a decade in sales with a NYC-based women's accessories company where she developed and sold products to retail chains throughout the country. Her mission is to educate small businesses about the industry’s best practices so they can successfully compete in the marketplace and avoid making costly mistakes. 

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Topics Discussed:

  • What wholesale is and how it can benefit your business

  • Balancing wholesale products and selling on your own platform

  • Pricing for profit in the wholesale space

  • How to reach out to stores when you’re ready to start selling your products wholesale

  • Creating and building relationships with local businesses and buyers

  • How pitching a store is similar to pitching a blog post or podcast

  • The steps that happen when you’re products have been accepted into a store

  • How customer service changes when selling to a buyer instead of direct to the customer

  • The importance of dealing with issues quickly and well

  • How to stay top-of-mind (in a good way)

  • What you need to have in place before considering wholesale

  • The importance of having multiple products and manufacturers you trust

  • Why you need to evaluate if wholesale is right for you and do it yourself before you hire a team

Resources Discussed:


Re-Release | How a Website Designer Can Save You Time and Money


Today is a continuation of my website design series and I’m going to be talking about how a website designer can save you time and money. I’m going to go into some really important things to think about when you are considering whether you want to DIY your website or hire someone to help you with the design and development in order to save you time and ultimately save you money so you can spend more time working with your clients and growing your business.

Topics Discussed:

  • Why you can’t do everything in your business as it grows

  • The ultimate goal of running your business and why hiring can help you get there

  • How a website designer can uses your vision and needs to design your website right the first time

  • Why a designer can save you money with their resources and knowledge

  • The back-end things that a designer should put in place that you can grow down the road

  • The importance of having a designer support you before, during, and after your website launch

  • The steps a website designer will follow to design a website that meets your goals

  • How a website designer can save you time by managing your project and keeping everything on track

  • Why having a designer who is familiar with your design and platform helps you post-launch

Resources Discussed:

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That’s a Wrap! Reviewing Season 1 of Process to Profitability


I can’t believe we’re at episode 100 of Process to Profitability. It’s been an amazing two years of learning, taking action, and delving deep into all kinds of creative businesses. As I start my maternity leave, it’s a great time to review the past season and look forward to what the future holds for the podcast. I’ll be re-releasing some of my favorite episodes that you may have missed over the next 16 weeks, so make sure to stay subscribed to the show and leave us a rating and review in iTunes to help others find us.

Topics Discussed:

  • Reviewing the past 100 episodes

  • My favorite episodes you may have missed

  • What to expect during the season break

  • The future of Process to Profitability

Action Steps:

  1. Subscribe to Process to Profitability so you don’t miss any episodes!

  2. Leave us a rating and review on iTunes.

  3. Go back and listen to your favorite episodes and make a plan to take action.