Summit Strategist Rachel Starr

Why Hosting a Virtual Summit Could Be the Best Growth Move for Your Business

When it comes to growing your business, there’s no shortage of advice out there—funnels, email lists, social media strategies, collaborations—the list goes on. But one growth tool that often gets overlooked is also one of the most powerful: hosting a virtual summit.

 

In this episode of the Redefine Business Podcast, Brittni Schroeder sits down with Rachel Starr, a Summit and Community Strategist who has mastered the art of using summits to build thriving, profitable communities. Rachel is also the founder of CoCreator Society, a curated community for creative service providers, and the host of the annual CoCreator Growth Summit.

 

Together, Brittni and Rachel talk about the real work behind hosting a summit, what makes them so valuable, and why community should be at the heart of every successful business.

 

From Single Mom to Summit Strategist

Before she became the go-to expert for community-centered summits, Rachel’s story looked a lot like that of many entrepreneurs. About 15 years ago, she was a single mom trying to figure out how to balance motherhood and a career. She started her first business as a branding and website designer—work that matched her creative eye but didn’t quite spark her passion.

 

Then she discovered Circle, a platform designed for creating private, noise-free online communities.

 

“When I found Circle, I loved it,” Rachel shares. “It’s a space where you can show up for your people without all the distractions of social media.”

 

That discovery changed everything. As a former event planner, Rachel saw the potential to blend her love for bringing people together with the powerful connection-building features of Circle. The result? A business that helps entrepreneurs host online summits and cultivate communities that thrive long after the event ends.

 

Today, Rachel is a Circle Certified Partner, Summit Strategist, and the founder of the CoCreator Society—where she helps freelancers and creative business owners move beyond the “solo grind” and into a more connected, collaborative way of growing their businesses.

 

The Summit Advantage: Why They’re Worth the Work

If you’ve ever attended or hosted a summit, you know they’re a massive undertaking. Between the tech, speaker coordination, marketing, and managing attendees—it’s no small project. But Rachel says when done right, the payoff is absolutely worth it.

 

“A summit is a lead magnet on steroids,” she explains. “Yes, the lift is heavy, but the reward is there.”

 

Summits allow you to reach new audiences, position yourself as an authority, and grow your email list quickly—all while generating real revenue. They can also lead to long-term benefits like increased visibility, stronger partnerships, and community engagement that lasts long after the event wraps up.

 

But perhaps the biggest advantage of a summit is the opportunity to build community. When attendees can connect with one another, the event becomes more than just a learning experience—it becomes a shared moment of growth.

 

Why Community Is the Secret Ingredient

During their conversation, both Brittni and Rachel agreed that community is what transforms a good summit into a great one.

 

When business owners collaborate with others who share a similar audience, they’re not competing—they’re co-creating.

 

Rachel shared that one of her favorite parts of summit strategy is helping business owners build community both during and after their event. She encourages her clients to think about what happens after the summit ends—how can attendees stay connected, continue learning, and eventually become customers or members?

 

“The summit shouldn’t just end on the last day,” she says. “It should lead into something else—a next step, a community, a membership, or an offer that keeps the relationship going.”

 

In other words, the summit is just the beginning.

 

The First Step: Map It Out

So how do you start planning a summit? Rachel’s advice: get out a whiteboard—or her favorite, a Miro board—and start mapping.

 

Rachel recommends giving each day a specific focus or track, which helps both attendees and speakers stay engaged and organized. It also makes marketing the summit easier, since each day can appeal to a slightly different segment of your audience.

 

Once the structure is in place, she moves on to identifying potential speakers—people whose expertise fits naturally with each track—and setting the event timeline.

 

Timing Is Everything

One of the biggest mistakes new summit hosts make is poor timing. Rachel emphasized that the time of year can make or break your event.

 

Her rule of thumb? Plan your event for times of year when your audience has bandwidth to participate and engage. For most entrepreneurs, October is a sweet spot for fall summits, and mid-January tends to be perfect after the holidays, when people are refreshed and ready to invest in growth.

 

The Ideal Summit Timeline: Why You Need 8–9 Months

When Brittni asked Rachel how much time to plan a summit, Rachel didn’t hesitate: “At least eight months—minimum,” she said.

 

That may sound like a lot, but between recruiting speakers, designing the website, organizing tech, and planning marketing, every step takes time. Rachel’s own team starts working nine months before launch day.

 

Rushing the process often leads to unnecessary stress and missed opportunities. Plus, the best speakers are usually booked months in advance—so giving yourself plenty of runway ensures you can curate a lineup that delivers real value.

 

Brittni agreed, sharing that after her last summit, she and her assistant immediately started planning the next one.

 

What Makes a Summit Successful

Rachel believes that a great summit experience is all about intentionality—from the way it’s planned to the way it feels.

 

While many people focus solely on logistics, Rachel pays close attention to the attendee experience. She wants every participant to feel valued, seen, and excited to engage.

 

“Even though it’s virtual, I want it to feel luxurious,” she says. “Like, ‘Ooh, this is nice.’ That’s what makes people want to come back or work with you further.”

 

And that experience doesn’t have to end when the summit does. With the right systems and follow-up workflows, attendees can easily transition into a paid program, membership, or ongoing community.

 

The result? More impact, more connection, and more consistent revenue.

 

Rachel’s Upcoming Event: The CoCreator Growth Summit

Rachel is putting her own strategies into action with her next big event—the CoCreator Growth Summit.

 

The summit kicks off October 21–23, hosted entirely inside the CoCreator Society App (available for iOS and Android). Attendees can enjoy live panels, networking sessions, and pre-recorded expert presentations—all from the convenience of their phones.

 

There’s even a scavenger hunt with big prizes, replacing the typical summit “bingo” with something more fun and interactive.

 

If you’re ready to grow your business alongside other creative entrepreneurs, you can grab your free ticket here.

 

About Rachel Starr

Rachel Starr is the founder of CoCreator Society, a curated community where creative service providers connect, collaborate, and land the right clients at the right rates. She’s also the host of the annual CoCreator Growth Summit, a virtual event designed to help creators scale their businesses through smart strategies, powerful connections, and a dose of collaboration magic.

 

As a Circle Certified Partner and Summit Strategist, Rachel has spent more than 20 years helping creators build communities and businesses that actually work for people. She’s also the host of the podcast Your Community Strategist, where she shares practical insights and behind-the-scenes strategies for building sustainable, human-centered communities.

 

When she’s not designing new ways for creators to shine, you’ll find her caffeinating enthusiastically, skiing down mountains, or wrangling her two teenagers.

 

Find Rachel online:
🌐 rachelbusinesscoach.com
🌐 cocreatorsociety.com
📱 Instagram: @yourcommunitystrategist
🎁 Grab Rachel’s Freebie: Challenge Creator Starter Kit

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Let’s not stop the party here. Head on over to my Instagram or Facebook group, Redefine Your Business, and share your thoughts about today’s show. See you again, same time, same place next week!

How to Get Your Business to Show Up on ChatGPT

The way people search is changing—fast.

 

Not too long ago, if you wanted to find a local restaurant, a plumber, or even a business coach, you’d type a few words into Google and scroll through the results. But now? Millions of people are turning to AI tools like ChatGPT to ask questions and get instant, conversational answers.

 

Instead of Googling “best business coach for small businesses”, people are literally asking ChatGPT, “Can you recommend a business coach who helps entrepreneurs build systems and automations?”

 

If you’re a business owner, this shift opens a massive opportunity: how do you make sure ChatGPT mentions you when people are looking for products or services like yours?

 

The good news is, you don’t have to be a tech genius to position your business for AI discovery. You just need a strategy that blends online visibility, content creation, and credibility. Let’s break it down step by step.

 

Step 1: Build a Strong Online Presence (So AI Can Actually Find You)

Here’s the first thing to understand: ChatGPT doesn’t magically know everything. It pulls its answers from information already available online—your website, your LinkedIn profile, articles, interviews, and business directories.

 

If your online presence is weak, ChatGPT won’t have much to pull from.

 

So, your first move is making sure you show up loud and clear online.

 

  • Optimize your website. Make sure your site says exactly what you do in simple, searchable terms. Instead of just “Helping entrepreneurs succeed,” be specific: “I’m a business coach specializing in sales funnels, systems, and automations.”
  • Use keywords naturally. Think about what someone would actually ask ChatGPT: “business coach for funnels,” “help with automating my small business,” or “systems coach for entrepreneurs.” Sprinkle these phrases into your site, blogs, and about page.
  • Add schema markup. This is a bit techy, but adding structured data to your site helps AI and search engines understand who you are and what you do. (Your web person can set this up in an afternoon.)

 

The clearer your digital footprint, the easier it is for AI to connect the dots.

 

Step 2: Be Where AI Looks (LinkedIn, Directories, and More)

ChatGPT loves pulling information from authoritative, public sources. That means if you want to show up in its answers, you need to plant your business in the right places.

 

  • LinkedIn. This is a big one. Update your profile with your specialty keywords (automation, funnels, systems, coaching). Publish posts and even articles there.
  • Google Business Profile. Even if you coach virtually, claim and optimize your profile. This shows credibility and makes you easier to reference.
  • Directories. Add yourself to business coach directories, entrepreneur networks, or even niche-specific lists. These often get scraped for data.
  • Podcasts & guest features. When you’re interviewed or featured, AI takes note of that content, especially if it’s on well-ranked sites.

The more places your name appears alongside your specialty, the more “authority points” you earn in AI’s invisible rolodex.

 

Step 3: Create Content That Feeds AI

Here’s a little secret: AI loves Q&A content.

 

Why? Because that’s exactly how people are talking to it.

 

When someone types: “How do I know if I need a business coach?” or “What’s the best way to automate a sales funnel?”, AI looks for articles and blog posts that answer those questions directly.

 

That’s where you come in.

 

  • Write blog posts with titles that mirror what people ask.
    • “How to Automate Your Sales Funnel (And Why It Matters for Small Business Owners)”
  • “Do You Really Need a Business Coach? 5 Signs It’s Time.”
  • Create an FAQ page on your website with common client questions.
  • Share case studies and stories with keyword-rich language like “I helped this entrepreneur automate their business systems and scale.”

 

The more “chat-friendly” your content, the more likely AI is to surface it in answers.

 

Step 4: Build Backlinks and Mentions

AI doesn’t just trust what you say about yourself—it trusts what other people say about you.

 

That means brand mentions and backlinks are like gold.

 

  • Guest blog on relevant sites.
  • Collaborate with entrepreneurs who can link back to you.
  • Get featured in articles, podcasts, or press releases.

 

If your name and business keep popping up across the web, ChatGPT is more likely to consider you a credible source.

 

Think of it like word-of-mouth referrals, but for AI.

 

Step 5: Explore AI Integrations (Your Own GPT)

Here’s where things get really exciting. OpenAI (the company behind ChatGPT) now lets businesses create custom GPTs.

 

That means you could literally build your own AI assistant called something like:
👉 “Ask Brittni: Funnels + Systems Coach”

 

Inside this custom GPT, people could interact with your expertise directly, almost like a free “mini coaching session” that leads them back to your paid offers.

 

And because these GPTs are discoverable inside the ChatGPT app, it’s another way to put your business in front of people who are actively searching.

 

Step 6: Play the Long Game (Consistency Wins)

Here’s the truth: you probably won’t show up in ChatGPT overnight. Just like SEO, this is a long game. But if you consistently:

 

  • Publish relevant content,
  • Strengthen your online presence,
  • Build credibility through mentions and backlinks…

…you’ll start to see AI tools recognizing your name as an authority in your niche.

 

Think of it like planting seeds. Every blog post, interview, or profile update is another seed. Over time, those seeds grow into visibility, and visibility turns into clients.

 

The Bottom Line

People are already using ChatGPT to find coaches, consultants, products, and services. The businesses that start optimizing for AI now will have a huge advantage in the next few years.

 

So don’t wait for the future to “figure it out.” Get ahead of the curve:

 

  • Polish your online presence.
  • Publish Q&A style content.
  • Plant your name in all the right places.
  • Explore custom GPTs as a lead generation tool.

 

Because when someone asks ChatGPT, “Who’s the best business coach for entrepreneurs who want systems and funnels?”, the answer should be obvious.

 

It should be you.

Join the Conversation

Let’s not stop the party here. Head on over to my Instagram or Facebook group, Redefine Your Business, and share your thoughts about today’s show. See you again, same time, same place next week!

Things You Need to Know About Email Marketing with Dawn Richardson from Flodesk

Things You Need to Know About Email Marketing with Dawn Richardson from Flodesk

Email marketing continues to be one of the most powerful tools for small business owners, entrepreneurs, and creatives who want to connect directly with their audience. Unlike social media, where algorithms decide who sees your content, email gives you direct access to your subscribers’ inboxes. But as inboxes become more crowded and providers tighten their filters, business owners face an important challenge: how do you make sure your emails actually get delivered—and opened?

 

To explore this, we’re diving into insights from Dawn Richardson, Product Education Manager at Flodesk, in her interview on the Redefine Business Podcast. With her background in software engineering at Apple, her experience as a wedding photographer, and her expertise in teaching email marketing strategies, Dawn brings a wealth of knowledge to anyone looking to strengthen their email marketing game.

 

In this article, we’ll unpack everything Dawn shared about email deliverability, list cleaning, using Flodesk effectively, and building a sustainable email marketing strategy for small businesses.

 

Why Email Marketing Still Matters in 2025

With the rise of social media and AI-driven tools, many business owners wonder if email marketing is still worth the effort. Dawn emphasized that not only is email marketing alive and well—it’s more important than ever.

 

Here’s why:

  • Ownership of your audience. You don’t own your Instagram followers or your TikTok subscribers. Platforms can change overnight. But your email list? That’s yours.
  • Higher conversion rates. Studies consistently show that email marketing delivers a higher ROI compared to other digital marketing channels.
  • Direct communication. Email provides a personal way to build trust, share updates, and drive sales without relying on shifting algorithms.
  • For small businesses especially, email marketing creates stability and direct communication with the people most interested in their products or services.

 

The Challenge of Deliverability

One of the central themes of Dawn’s conversation was email deliverability—the ability for your emails to actually reach the inbox instead of being flagged as spam.

 

With spam and spoofing on the rise, providers like Google and Yahoo are increasing their standards for what counts as a “safe” and “wanted” email. Even if you’re not sending spam, failing to meet deliverability standards can cause your carefully crafted newsletters to disappear into the wrong folder.

 

Dawn broke down the key factors that influence deliverability:

 

Engagement matters. If your subscribers consistently open, click, and interact with your emails, inbox providers take it as a positive signal.

 

Reputation of your sending domain. Sending from Gmail or Yahoo instead of a custom domain lowers trust. Using a domain you own is a simple but powerful step.

 

Authentication protocols. SPF, DKIM, and DMARC may sound intimidating, but they’re essential for proving your emails are legitimate. Many platforms, including Flodesk, offer guidance for setting these up.

 

List quality. A clean list with active subscribers improves your deliverability. Dead weight—unengaged or purchased contacts—hurts it.

 

The Truth About the Promotions Folder

For years, business owners have worried about their emails landing in the Promotions tab in Gmail. Dawn set the record straight: the Promotions folder is not the enemy.

 

Here’s why it’s actually a good thing:

People actively check the Promotions folder when they’re looking for deals, updates, or shopping-related emails.

 

Being in Promotions is far better than being in Spam, where emails are often ignored or deleted.

 

If subscribers want your emails in their primary inbox, they can drag and drop them—teaching their inbox to prioritize your messages.

 

The key is to stop fearing Promotions and instead focus on creating engaging, valuable content that subscribers look forward to receiving—no matter where it lands.

 

Common Email Marketing Mistakes

Dawn highlighted some of the most common mistakes business owners make when it comes to email marketing:

 

  • Buying email lists. This may seem like a shortcut, but it almost always backfires. Purchased lists are filled with cold or irrelevant contacts, leading to high unsubscribe rates and poor deliverability.
  • Adding contacts without consent. Manually uploading people who didn’t opt-in is not only bad for deliverability, it can also put you at legal risk.
  • Ignoring list cleaning. Keeping unengaged subscribers hurts your sender reputation. Cleaning your list regularly ensures your emails are reaching people who actually want them.
  • Over-relying on all-in-one platforms. While it’s tempting to use the email features bundled with your website or scheduling tool, specialized platforms like Flodesk are often better equipped to handle deliverability and design.

 

Tips for Staying Out of Spam Filters

To improve your deliverability and keep your emails out of the spam folder, Dawn recommended several best practices:

 

  • Use a custom domain. Ditch free email addresses and invest in one tied to your brand.
  • Authenticate your domain. Implement SPF, DKIM, and DMARC to verify your emails.
  • Segment your audience. Send the right content to the right people. For example, your loyal customers don’t need the same emails as your newest subscribers.
  • Clean your list regularly. Remove inactive contacts and focus on subscribers who are engaged.
  • Keep content relevant. If people look forward to your emails, your open and click rates will rise naturally.

 

Why Flodesk Is Different

There are countless email platforms out there—so why do so many small business owners choose Flodesk? Dawn explained that while all-in-one platforms try to do a little bit of everything, Flodesk is designed to excel specifically at email marketing.

 

Key Features That Set Flodesk Apart

  • Beautiful design. Flodesk is known for its templates that make every email look polished and professional.
  • Ease of use. Even beginners can quickly design and send campaigns without a steep learning curve.
  • Focus on deliverability. The platform stays up-to-date on industry standards, helping your emails avoid spam filters.
  • Affordable pricing. With simple, flat-rate pricing, small business owners don’t have to worry about their costs skyrocketing as their list grows.
  • Automation tools. Flodesk makes it easy to create workflows that nurture leads, onboard clients, and build long-term relationships.

 

Building Relationships Through Email

At the end of the day, Dawn emphasized that email marketing isn’t just about sending promotions—it’s about building relationships. When your subscribers trust you and look forward to your messages, email becomes one of the most valuable assets in your business.

 

A few ways to foster stronger relationships through email:

  • Share personal stories. Let subscribers see the human side of your brand.
  • Provide value before selling. Offer tips, resources, or encouragement, not just sales pitches.
  • Be consistent. Regular, reliable emails build trust over time.
  • Encourage replies. Treat email like a two-way conversation, not a broadcast channel.

 

Where to Find Dawn and Flodesk

Want to learn more from Dawn Richardson and explore everything Flodesk has to offer? Here are some great places to start:

 

Flodesk Website

Flodesk on Instagram

Flodesk on YouTube

Dawn Richardson on Instagram

 

And if you’re ready to give Flodesk a try, you can use this special link
for 50% off your first year. (Note: pricing will be increasing after Black Friday, so now is the perfect time to lock in your savings.)

 

LISTENER DEAL: 50% off your first year with Flodesk!

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Let’s not stop the party here. Head on over to my Instagram or Facebook group, Redefine Your Business, and share your thoughts about today’s show. See you again, same time, same place next week!

Canva- Breaking Down My Tech Stack

You know that one tool in your business toolbox that’s basically your ride-or-die? For me, that’s Canva.

 

If you’ve been in business for more than five minutes, you’ve probably heard someone say “Oh, I’ll just whip something up in Canva.” And let me tell you, I’ve been doing more than whipping. I’ve been designing, creating, branding, and even systemizing using Canva for years. It’s become one of the most powerful and versatile tools in my business, and today I’m pulling back the curtain on exactly how I use it, and why you should too.

 

Spoiler alert: Canva is not just for making pretty Instagram quotes (though it does that very well).

 

Social Media Graphics That Stop the Scroll

Let’s start with the obvious one. Social media is a big part of marketing, and Canva makes it ridiculously easy to stay on-brand and consistent. I create everything from Instagram posts and stories to carousel graphics and YouTube thumbnails. I use Canva folders and templates to stay organized so I’m not starting from scratch every time.

 

Need a tip? Batch your graphics and schedule them out, Canva even has a built-in content planner if you want to streamline the whole thing.

 

Whether it’s for myself or my clients, Canva helps me create visuals that get attention, communicate value, and most importantly, convert.

 

Workbooks, Ebooks, and Lead Magnets Galore

If you’re creating digital products, Canva is chef’s kiss for building workbooks, ebooks, and printable downloads. I’ve used it to create everything from multi-page challenge guides to fillable PDF workbooks for my programs.

 

Pro tip: once you design one workbook template you love, just duplicate and update the content. Boom—branded, cohesive materials in minutes.

 

These kinds of documents make your offers feel polished and professional and Canva makes the process fun and simple (yes, I said fun… designing can be fun when it’s not taking you hours in Photoshop).


Audiograms for Podcast + Reels Content

Yes, you can make audiograms in Canva now, and yes, I’m obsessed. When I release podcast episodes or want to repurpose audio for social, I’ll drop the audio into a Canva design, throw on a waveform animation, a branded background, captions, and boom—audio content that’s visual, engaging, and easy to post across platforms.

 

Audiograms are such a smart way to give your content extra life, especially when paired with strong visuals and messaging.

 

Presentations That Don’t Put People to Sleep

Canva’s presentation tools are so good, I haven’t opened PowerPoint in… years. Whether I’m leading a live training, teaching inside my membership, or speaking at an event, Canva makes it easy to create slides that are visually aligned with my brand and easy for my audience to follow.

 

Animations? Check. Embedded videos? Yep. Presenter view with notes? Absolutely. And when I’m done, I export the presentation as a PDF and drop it into the replay folder for my students.

 

Easy. Branded. Efficient. That’s my love language.

 

Pinterest Graphics That Actually Get Clicked

Pinterest is a visual search engine, and Canva is the secret weapon to stand out. I design all my pin graphics in Canva, using tall 1000x1500px templates that are optimized to catch attention, communicate value, and drive traffic back to my site or offers.

 

Batching pins and using templates is the key here. I create 5–10 variations for every blog post or lead magnet and upload them over time to keep traffic flowing.

 

Pinterest isn’t dead, it’s just underutilized. Canva makes it easy to get back in the game.

 

Business Cards, QR Codes + Print Materials

Need a business card? Postcard? Table banner? Flyer? QR code? Canva can do all of it.

 

Whenever I go to conferences or host in-person workshops, I use Canva to design branded business cards (with a QR code to my freebie or website), flyers, table signs, and any other marketing material I need to print.

 

Fun fact: Canva even lets you print and ship these materials directly through their platform. It’s like having a marketing department at your fingertips.

 

Client Mockups + Merch Designs

This one’s a favorite. I work with clients on building their brand presence—and part of that includes mocking up merch ideas: t-shirts, mugs, stickers, hats, totes—you name it.

 

I use Canva to create mockups, design graphics, test different color combos, and even put together product pages and lookbooks. Clients can visualize the final product before we send it to print, which saves time, money, and guesswork.

 

I’ve also designed merch graphics for clients using Canva’s custom dimensions and PNG exports with transparent backgrounds, perfect for uploading to Shopify, or wherever your merch lives.

 

Resumes + Media Kits

If you’ve ever Googled “media kit template,” you already know the Canva rabbit hole is deep. But it’s also fabulous.

 

Whether I’m helping a client create a brand pitch deck or an influencer media kit, Canva is the perfect place to build beautiful one-pagers and multi-page documents. It has everything you need—charts, icons, infographics, stylish layouts—to tell a compelling story about a person or brand.

 

Resumes? Same. Canva’s templates help anyone go from “blah” to booked with clean, professional visuals that still show personality.

 

Systems, Templates, and Branded Assets

This is the part most people don’t realize, Canva isn’t just for designing one thing at a time. It’s a huge part of how I systematize and scale my business.

 

I create branded templates for everything:

  • Client welcome packets
  • Launch graphics
  • Email headers
  • YouTube thumbnails
  • Course module covers
  • Lead magnet templates
  • And on and on…

Once the templates are built, I (or my VA) can plug and play new content every time—no reinventing the wheel, no last-minute scrambling.

 

So… Why Canva?

Because it’s powerful, user-friendly, cloud-based, and has endless possibilities. Whether I’m designing something for myself, for my clients, or for a larger campaign, Canva gives me the creative freedom and control I need without needing a degree in graphic design.

 

Even better? I can collaborate with clients inside the platform. I share designs with them directly, they leave comments or make edits, and we’re off to the races.

 

Canva is more than a design tool, it’s a full-on creative studio for my business. From social media to client merch mockups, from lead magnets to live presentations, I use it every single day.

 

So if you’ve been sleeping on Canva or just using it to slap text on a photo, I hope this blog showed you what’s really possible. The better your visuals, the stronger your brand—and Canva makes leveling up totally doable (even if you’re not “creative”).

 

Now if you’ll excuse me, I’ve got a new workbook to finish and a mug design to mock up on Canva, of course.

 

Check out Canva HERE.

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Mastering Sales Without Feeling Pushy – Lindsay Fletcher

Have you ever felt stuck in your business, knowing you have an incredible offer but struggling to sell it? Or maybe you’re tired of marketing endlessly without seeing the sales results you want? In this week’s episode of the Redefine Business Podcast, I sat down with Lindsay Fletcher of Lindsay Fletcher Consulting, and we dove deep into the often-misunderstood world of sales for entrepreneurs.

 

Lindsay is a powerhouse when it comes to helping business owners turn conversations into confident sales. She’s the host of How to Grow My Small Business, where she focuses on sales and marketing, and she brings in experts to tackle areas outside her wheelhouse. Her message is simple but powerful: sales isn’t about being pushy—it’s about connection, curiosity, and confidence.

 

Sales vs. Marketing: Understanding the Difference

One of the biggest challenges entrepreneurs face is distinguishing between marketing and sales. Marketing is about bringing people in—building awareness of your brand and driving engagement. Sales happens once someone has expressed interest and entered your sales pipeline.

 

As Lindsay explains, too many small business owners jump straight to pitching their services or products without taking the time to understand the person on the other end. “It’s about really getting curious and having a conversation back and forth rather than just jumping to pitching what we’ve got,” she says.

 

Understanding Your Buyer

A key takeaway from our conversation is the importance of knowing your buyer psychology. Did you know that 85–95% of purchasing decisions are emotional, with only a small percentage based on logic? That means your potential clients are making choices based on how they feel—and then justifying it with reasoning later.

 

Lindsay breaks buyers into four main categories, each requiring a different approach. Some respond to data and analytics, some respond to outcomes and proof, some care about their social circle and approval, and others are more emotionally driven. The key? Understand your audience and speak to their needs, not just your product.

 

Tips for Selling With Confidence

As someone who helps women turn in-person, email, or DM conversations into sales with confidence and ease, I loved Lindsay’s practical advice:

 

  1. Don’t pitch too fast – Ask questions and really listen to understand the person’s problem.
  2. Learn about your buyer – Know their motivations, pain points, and buying style.
  3. Follow up – Keep engaging with value and curiosity. Don’t stop until they’ve made a clear decision.

Lindsay emphasizes that sales isn’t a one-size-fits-all process. Whether you’re a new entrepreneur or seasoned business owner, tailoring your approach and tracking what works is crucial. She also highlights the power of collaboration and building relationships, pointing out that rising tides lift all boats.

 

Why Conversations Matter

Lindsay and I also talked about how real conversations win sales. Social media and funnels are great, but nothing replaces authentic, two-way communication. Whether it’s DMs, emails, or in-person networking, getting curious, asking questions, and offering solutions is what converts interest into action.

 

Where to Find Lindsay

Lindsay is not your typical social media-driven entrepreneur. You can connect with her and her community in a few ways:

 

 

If you’re ready to step into your power and sell your offer with confidence and ease, this episode is for you. From understanding your ideal client to following up without fear, Lindsay shares insights every woman entrepreneur needs to grow her business.

Join the Conversation

Let’s not stop the party here. Head on over to my Instagram or Facebook group, Redefine Your Business, and share your thoughts about today’s show. See you again, same time, same place next week!

Airtable – Breaking Down My Tech Stack

AIRTABLE: BREAKING DOWN MY TECH STACK

If I had a dollar for every time someone asked me how I keep all the moving pieces in my business organized, I’d have… well, I would retire and travel the world. 

 

Seriously though, Airtable is my not-so-secret weapon when it comes to running a streamlined, systematized business that doesn’t require me to duct tape 14 different tools together and pray nothing breaks. I use Airtable every single day, and over time it has become the central hub for my business operations. Whether it’s content planning, client management, or podcast tracking, if it’s happening in my business, you can bet it’s happening inside Airtable.

 

Let me break down how I use it and why I’m completely obsessed.

 

1. Airtable as My CRM (Client Relationship Manager)

Yes, Airtable is technically a spreadsheet on steroids, but when you mix in tags, linked records, automations, and customizable views? You’ve got yourself a full-blown CRM.

 

I track all of my clients in Airtable. Before I even start working with clients I have them fill out an intake form. The form is integrated with Airtable and it autopopulates all that info into Airtable. Each record includes their name, contact info, where they came from (hello, marketing insights!), what services they’ve purchased, and a list of goals and priorities. 

 

2. Podcast Planning and Tracking

Running a podcast can be chaotic if you don’t have a system, and I’ve got systems on systems.

 

I use Airtable to manage everything from episode titles to guest bios to headshots. I track:

 

  • Episode number
  • Publish date
  • Guest information
  • Audio file links
  • Show notes
  • Status (e.g., recording → editing → scheduled → published)

One of my favorite features is the built-in automations. When I update the status of an episode to “Ready to Schedule,” Airtable automatically sends an email to my VA with the episode details and instructions to schedule the post and start promoting it across our platforms. It’s like having a project manager who doesn’t sleep.

 

3. Marketing and Content Distribution Tracker

Creating content is one thing, making sure it actually gets seen is another beast entirely.

 

I use Airtable to track where I’ve shared each piece of content. Every blog post, podcast episode, Instagram caption, email, and YouTube video lives in my content base, and I have checkboxes for each platform:

 

  • Instagram
  • Facebook
  • Email List
  • LinkedIn
  • Pinterest
  • Threads
  • Blog

This helps me make sure I’m not just posting once and ghosting. Repurposing becomes so much easier when I can see at a glance where something has already been shared and where it still needs to go.

 

4. Blog Post Database

You know that moment when someone asks, “Didn’t you write something about that?” and you vaguely remember a blog post from 2022 but have no idea where it lives?

 

Yeah, I don’t have that problem anymore.

 

I use Airtable to manage all of my blog content. Each post has:

 

  • Title
  • URL
  • Category
  • Where it’s been posted
  • Status (Idea, Draft, Scheduled, Published)

This also helps when I’m repurposing blogs into emails or social posts, I can easily filter by topic or keyword and grab content that’s already done and dusted.

 

5. Client Notes and Project Management

When you’re juggling multiple clients and projects, things can fall through the cracks faster than you can say, “Wait, what was that call about?”

 

Not with Airtable.

 

I keep detailed records of all my client interactions. Meeting notes, to-dos, next steps, deliverables—it’s all there. And because Airtable allows you to link records across bases, I can easily connect clients to their content, payment history, or project files.

 

Again, tagging is the star here. If I need my VA to follow up with a client, send a document, or prep for a call, I can tag her in a comment, assign her a task, and move on with my life.

 

6. Event Planning and Communication

If you’ve ever planned an event (virtual or in-person), you know the chaos that comes with it. Spreadsheets, emails, files, and 47 people asking “Where is the doc with the timeline again?”

 

We solved that problem with Airtable.

 

During event planning, we used Airtable as our command center. We had sections for:

  • Speaker outreach
  • Vendor info
  • Agenda
  • Marketing schedule
  • Social media assets
  • Ticket sales
  • Budget

My VA and I used the tagging feature heavily during this process. If something needed her attention, I’d leave a note and tag her directly. She’d get notified, leave an update, and we could move forward without a ton of back-and-forth.

 

7. So Many Automations, So Little Time

One of the most underrated things about Airtable is its built-in automations.

 

I’ve already mentioned that I use it to notify my VA when a podcast episode is ready, but that’s just the tip of the iceberg. Here are a few other ways I’ve automated workflows inside Airtable:

 

  • When a client fills out an onboarding form, a record is automatically created in my CRM
  • When I mark a blog post as “Ready to Publish,” it sends me an email reminder to post it to different platforms
  • When I assign a task to my VA, it sends her an email message
  • Every two weeks I send myself a reminder to pay my VA

Airtable keeps things flowing behind the scenes so I can stay focused on the big picture (instead of manually updating 12 tools every time something changes).

 

Airtable isn’t just a spreadsheet. It’s a central hub, a CRM, a content planner, a podcast dashboard, a client management system, and a team collaboration tool—all wrapped up in one sleek interface.

 

The best part? It grows with your business. You can start small (tracking your blog posts or building a simple CRM), and over time layer in automations, linked records, forms, views, and more.

 

If you’re juggling clients, content, events, or all of the above, Airtable can help you run your business like the well-oiled, boss-level machine you know it’s meant to be.

 

And let’s be honest, when your systems are this solid, you can spend less time managing chaos and more time doing what you do best: building, creating, and serving your people.

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LaShonda Brown Technology Expert

In this week’s episode of the Redefine Business Podcast, I had the pleasure of sitting down with LaShonda Brown—an award-winning Tech Educator, Canva Verified Expert, and a true champion for helping entrepreneurs simplify their business through technology. LaShonda is a wealth of wisdom when it comes to working smarter, not harder, and her insights will inspire you to rethink how you’re using tech in your business.

 

Who is LaShonda Brown?

LaShonda Brown is an award-winning Tech Educator & Canva Verified Expert based in the beautiful Blue Ridge Mountains of Virginia. Through her YouTube channel and tech education company, Bootstrap Biz Advice, she teaches service providers worldwide how to do less manually and live more fulfilling lives by leveraging technology.

 

She is a strong advocate for sustainable, healthy rhythms in business and is most well known for her 20-Hour Work Week practice, built on the foundation of deep focus work and a mindful morning routine. Her approach combines practical tech strategies with a genuine passion for helping entrepreneurs thrive in both life and business.

 

Tech as a Tool, Not a Replacement

Throughout our conversation, LaShonda shared how entrepreneurs often misunderstand technology. Many fear it will replace them, when in reality, tech is simply a tool that allows business owners to streamline, automate, and create more space for the work only they can do.

 

From batching content to automating tasks, LaShonda reminds us that “quantity isn’t the goal—quality is.” She encourages business owners to use tech intentionally, not just to produce more, but to free up time for deeper, more meaningful work.

 

Pivoting Away from Instagram

One of the most fascinating parts of our conversation was LaShonda’s perspective on social platforms. After years of building on Instagram, she realized the frantic pace of reels and constant algorithm changes no longer aligned with her values. Instead, she’s focused on YouTube and LinkedIn—two platforms that allow for more meaningful, searchable, and long-lasting impact.

 

Her latest project? A LinkedIn Bootcamp launching soon, designed to help entrepreneurs confidently pivot to the platform and use it strategically for growth.

 

Building a Sustainable Business Model

LaShonda’s business model is unique—she works directly with tech companies, allowing her to provide accessible, practical education to small business owners without the pressure of selling at every turn. By creating tutorials, workshops, and challenges, she bridges the gap between big tech and entrepreneurs, showing them how to actually use the tools they’re already paying for.

 

Her approach proves that success is not about hustling harder but about working intentionally and building a business that supports the life you want to live.

 

Connect with LaShonda Brown

If you’re ready to simplify your business, leverage technology, and embrace sustainable growth, make sure to connect with LaShonda:

🌟 Grab her free resources at bootstrapbizadvice.com or lashondabrown.com

 

Interested in her upcoming LinkedIn Bootcamp? Check it out here: lashondabrown.com/linkedinbootcamp

Join the Conversation

Let’s not stop the party here. Head on over to my Instagram or Facebook group, Redefine Your Business, and share your thoughts about today’s show. See you again, same time, same place next week!

Zapier – Breaking Down My Tech Stack

ZAPIER- BREAKING DOWN MY TECH STACK

Running a small business is basically a full-time sport. You’re juggling leads, onboarding clients, launching offers, writing content, and somehow remembering to feed yourself.

 

But what if some of that hustle could run in the background without your constant supervision?

 

Spoiler: It can.
And the MVP of that game? Zapier.

 

Think of it as the glue holding your business tech stack together, without any of the sticky mess.

 

Let me show you exactly how I use Zapier in my business, and 5 more ways you can let it work its magic.

 

What is Zapier?

Zapier is an online automation tool that connects your favorite apps (think Gmail, Slack, Google Sheets, Kajabi, Flodesk, Stripe, Acuity Scheduling—you name it). You set it up once, and it runs in the background like your own personal digital assistant.

 

It works using “Zaps,” which are workflows that connect two or more apps to automate tasks. A Zap has a trigger (something happens in one app) and an action (Zapier does something in another app).

 

For example:

  • A new lead fills out your Kajabi form 

 

Zapier is an online automation tool that connects your favorite apps (think Gmail, Slack, Google Sheets, Kajabi, Flodesk, Stripe, Acuity Scheduling—you name it). You set it up once, and it runs in the background like your own personal digital assistant.

 

It works using “Zaps,” which are workflows that connect two or more apps to automate tasks. A Zap has a trigger (something happens in one app) and an action (Zapier does something in another app).

 

For example:

  • A new lead fills out your Kajabi form and then  Zapier automatically adds them to your email list in Flodesk

  • Someone books a call through Acuity and then you get a personalized Slack notification + they’re added to a Google Sheet

It’s like magic. But better—because it’s automated.

 

How I Personally Use Zapier in My Business

Here are five real Zaps that save me time, reduce human error, and make sure my systems are always working behind the scenes.

 

1. When someone schedules a consult call → add them to my email list

Instead of manually chasing down emails or missing out on nurturing opportunities, I’ve got a Zap that takes any Acuity or Calendly booking and sends that lead straight into my Flodesk email list. That way, I can follow up, stay top-of-mind, and show up in their inbox like a champ!

 

2. When someone signs up for a program on Kajabi → start an email sequence in Flodesk

Let’s be real nobody wants to buy a digital product and hear crickets. This Zap makes sure every buyer gets a seamless welcome experience. The second someone enrolls in a Kajabi course or program, Zapier drops them into a beautifully branded Flodesk sequence. It’s like handing them a warm towel and saying, “Welcome aboard!”

 

3. When I add names to my Airtable database → they get added to my email list

Airtable is my go-to for tracking everything from client leads to podcast guests. But instead of keeping those contacts in a lonely spreadsheet, Zapier automatically pushes them into Flodesk so I can keep them in the loop. No copy-paste necessary.

 

4. When I publish a blog post on WordPress → it gets shared on Facebook and LinkedIn

I love a good blog post, but promotion? That’s a whole other job. So I made a Zap that turns every new blog into a shared post on my social platforms. I hit publish once, and Zapier handles the rest. Maximum visibility, minimum effort.

 

5. When a new client signs up → create a record in Airtable

Client signs up? Zapier adds them to my Airtable CRM, so I can track their progress, notes, and onboarding without missing a beat. 

 

5 More Ways You Can Use Zapier in Your Business

Now that you’ve seen how I use it, here are 5 more powerful (and practical) Zap ideas that’ll make your systems run smooth as butter.


6. Send automatic Slack notifications when you make a sale

Get that dopamine hit and stay on top of your income goals. Set up a Zap that notifies you (or your team) via Slack whenever you get a new Stripe sale, Thinkific purchase, or Shopify order. Bonus points if you make it trigger confetti emojis. 

 

7. Create calendar events for new tasks or projects

Trello, ClickUp, Notion, Asana—whatever you use to manage your tasks, Zapier can automatically create a calendar event whenever a new high-priority task is added. Great for keeping your week intentional and organized.

 

8. Send yourself a reminder if an invoice hasn’t been paid in 7 days

Forget awkward follow-ups. Use a Zap to trigger a Slack message, email, or task in your project manager if an invoice remains unpaid after X days. It’s like a digital collections assistant.

 

9. Send welcome kits automatically when someone fills out a form

Got a welcome packet, free download, or resource bundle you want to send after someone completes a form? Zapier can automate that. Whether it’s Typeform, Google Forms, or JotForm, you can trigger an email, file delivery, or even a personalized Loom video link.

 

10. Back up important data weekly to Google Drive or Dropbox

Want to keep your data safe and sound without manually dragging files around like it’s 2009? Set up a Zap that backs up certain files, client notes, or even social media content into a folder every week. Peace of mind, powered by automation.

 

How to Get Started With Zapier 

Here’s how to ease into Zapier without spiraling into overwhelm:

 

  1. Pick one task you hate doing manually. (Like copy-pasting emails into your list.)

  2. Check if your apps are supported (Zapier connects with over 6,000 apps!)

  3. Search for a Zap template or build your own in their easy drag-and-drop editor.

  4. Test it. Make sure your trigger and action are firing correctly.

  5. Celebrate like the automation rockstar!

And remember: you don’t have to automate everything right away. Start with one task. Then another. Before long, your business will be running like a well-oiled machine powered by Zaps and fueled by your brilliant vision.

 

Here’s the truth: automation isn’t about replacing you. It’s about supporting you, so you can focus on the high-impact, money-making, vision-driven work only you can do.

 

Whether you’re onboarding clients, publishing content, sending follow-ups, or nurturing leads, Zapier helps you do more with less, less stress, less time, and way less burnout.

 

So, if you’re still stuck in task overload mode… it’s time to let Zapier do the heavy lifting. Set up a few Zaps, and you’ll be wondering how you ever lived without them.

 

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Piperblue Organic Makeup Founder Jamie Jensen

In this episode of the Redefine Business Podcast, host Brittany Schroeder sits down with the inspiring Jamie Jensen, founder of PiperBlue Organic Makeup, to talk about her deeply personal health journey, her passion for natural healing, and how that led her to create a clean makeup brand that’s transforming the beauty industry.

 

A Life-Altering Diagnosis That Sparked Change

Jamie’s journey began over 15 years ago when she received a series of devastating, “irreversible” health diagnoses. With her gut telling her not to follow the traditional medical route, and no access to the internet or alternative resources at the time, Jamie followed her intuition instead. Amid financial hardship and uncertainty—her husband had lost his job and medical expenses were out of reach—Jamie leaned into inspiration-led living.

 

They grew a garden, lived off food storage, and hunted wild game. She made massive lifestyle changes, eating only foods that would heal her body, and in doing so, experienced a full reversal of her diagnoses within just 18 months.

 

A Passion for Holistic Wellness

Jamie’s miraculous healing sparked a lifelong passion for alternative healing arts. She went back to school, built a client base, and began dreaming big—envisioning a full-scale wellness property. Investors were interested, but once again, Jamie listened to that quiet inner voice. She declined the funding and resolved to build her dream in her own way—with her own money.

 

And that’s where PiperBlue was born.

 

The Birth of PiperBlue Makeup

Jamie’s foray into clean beauty wasn’t just about skincare—it was about purpose. Forced to abandon all her conventional personal care products during her healing journey, she was frustrated with the lack of truly clean makeup options that actually performed well.

 

What began as a plan to white label another brand’s formula quickly turned into a two-year deep-dive into formulating products from scratch. From her basement, Jamie created PiperBlue’s flagship products—foundation, blush, contour, bronzer, setting spray, and powder—all designed to be clean, high-performing, and free from toxic ingredients.

 

Bootstrapped and Built from the Ground Up

With no formal background in cosmetic chemistry, Jamie relied on grit, intuition, and a mentor who pushed her to learn the process herself. By the end of 2021, she launched PiperBlue with a DIY website and three core products. Since then, the business has steadily grown, building a community of like-minded women who want better for themselves and their families.

 

Today, PiperBlue is more than a makeup brand—it’s a movement. A space for women who are healing, questioning the status quo, and choosing creation and connection over convention.

 

Trusting Yourself: The Bigger Message

Both Brittany and Jamie dive deep into the importance of listening to your gut—whether it’s your health, your parenting, or your business. Jamie shares how conventional wisdom isn’t always the right answer and encourages listeners to tune into their own intuition.

 

Her story is a reminder that sometimes the most powerful steps we take are the ones that don’t make sense to anyone but us.

 

Where to Find Jamie + PiperBlue Makeup

You can shop PiperBlue at PiperBlueMakeup.com. Not sure what shade you are? Use the chat feature on their website to send a picture for a custom color match from their team. Jamie also teased that a color-matching app is coming soon!

Be sure to follow PiperBlue on social media and join the movement for better, cleaner beauty.

Join the movement for better, cleaner beauty! Find PiperBlue on Tiktok, Instagram, Facebook, Youtube and Pinterest: @piperblue_organicmakeup

 

TUTORIALS, DISCOUNTS & MORE

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Flodesk – Breaking Down My Tech Stack

FLODESK – BREAKING DOWN MY TECH STACK

 

Today, I’m giving you a behind-the-scenes look at exactly how I use Flodesk to create beautiful emails, automate my funnels, build relationships, and yep,  drive sales while sipping Diet Coke in my sweats. Let’s get into it!

 

WHY I CHOSE FLODESK

So first, let’s talk about the obvious,  why Flodesk?

 

Because listen, I’ve tried them all. Mailchimp. ConvertKit. ActiveCampaign. And while they each have their pros, Flodesk stole my little pretty emails and automation-loving heart. Why? Because it’s clean, it’s simple, it’s beautifully designed and I don’t need a tech degree or a 47-tab YouTube tutorial to use it.

 

Plus, they don’t charge by how many people are on your list, which means you can grow your list without growing your bill. A win for your inbox and your wallet.

 

And let’s be honest it’s the Canva of email. Drag, drop, boom,  you’ve got emails that look like a professional designer made them, even if you whipped them up while watching Netflix. Flodesk is easy-peasy-lemon-squeezy, and I am here for it.

 

HOW I USE FLODESK — LET’S BREAK IT DOWN

Alright, let’s get into the juicy stuff. Here’s how I actually use Flodesk in my business, day to day, week to week.

 

1. Welcome Sequence Automation

First up: the welcome sequence. This is the automation that rolls out the red carpet when someone joins my email list. Whether they grabbed a freebie, signed up for a workshop, or joined my membership waitlist, they all get a warm, automated hello from me.

 

Inside Flodesk, I have multiple workflows set up depending on what they opted into. And  once it’s built, it runs on autopilot. I’m talking instant value, nurture, and even soft-selling built right in.

 

Think of it like digital hospitality. They get a taste of what I do, how I help, and most importantly,  how I can help them. And because Flodesk makes it so dang easy to duplicate and customize workflows, I can spin up a new one in minutes whenever I launch something new.

 

2. Weekly Emails to Stay Connected

Now let’s talk about consistency. I use Flodesk to send weekly emails to my list. Sometimes it’s a value-packed tip about automation or systems, other times it’s behind-the-scenes tea from my business or a client win.

 

And here’s a little tip: I treat these like mini blog posts. I want people to look forward to opening my emails. I even have fun with subject lines because who says business emails have to be boring? Spoiler alert: they don’t.

 

In Flodesk, I can build these emails quickly using my saved templates. I have a few go-to formats: one for storytelling, one for tips or trainings, and one for promo-style announcements. I just plug in my content, tweak the visuals, and schedule it to go.

 

And boom, inbox magic.

 

3. Sales Funnels & Launch Sequences

Okay, this is where Flodesk goes from good to game-changing,  my sales funnels.

 

Whenever I’m promoting a new offer, like my business membership or a course, I use Flodesk to build out the full email funnel. I write the whole sequence: nurture, educate, pitch, handle objections, and testimonials.

 

I drop it all into a Flodesk workflow, map out the timing,  and then let it do the selling for me. It’s like having a full-time sales team.

 

And because Flodesk lets me segment my list (more on that in a sec), I can send the right message to the right people. No more blasting everyone with everything. We’re smarter than that.

 

4. List Building with Forms & Landing Pages

Now, you can’t email people if you don’t have people — so let’s talk about list building.

 

Flodesk has built-in forms and landing pages that I use to collect email addresses. Whether it’s a pop-up on my website, a full landing page for a freebie, or a simple embedded form — it’s all in one place.

 

I’ve created opt-ins for lead magnets, waitlists, webinar registrations, you name it. And once someone signs up, Flodesk drops them right into the right workflow with tags, so it’s organized and hands-free for me.

 

A few of my best-performing freebies? My “Automate Your Week” checklist, a sales funnel blueprint, and a juicy list of content prompts. (IYKYK.)

 

PART 3: HOW FLODESK FITS INTO MY BUSINESS SYSTEM

So how does Flodesk fit into my bigger business ecosystem?

 

It’s a key piece of the automation puzzle. I use it alongside tools like Kajabi for course hosting, Airtable for tracking, and Acuity for scheduling.

 

Think of Flodesk as the voice that follows up. It checks in. It delivers the content. It educates and nurtures, all without me needing to remember who to message or when.

 

It also gives me data such as:  open rates, click rates, what’s resonating and what’s flopping. And that helps me improve every launch, every sequence, every email.

 

PART 4: MY FLODESK TIPS FOR YOU

Let me leave you with a few quick Flodesk tips if you’re just getting started:

✅ Batch your content – Write several emails at once and schedule them out. Save that mental energy.


✅ Use segmentation wisely – Tag based on interests, purchases, or opt-ins. This lets you send hyper-relevant emails and boost your results.


✅ Keep it simple – Flodesk makes emails pretty, but don’t overthink it. One clear message per email, one clear CTA.


✅ Track what works – Check those analytics and tweak accordingly. Small shifts = big results.


✅ Use workflows – Set them up once and let them run forever. Automate the nurture. Automate the conversion.

 

TRY FLODESK

If you want to give Flodesk a try I have a discount code for you!

Get 50% off your first year HERE

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