Red and Green Flags to Watch for When Hiring Contractors

5 Things to Look for (and 5 Red Flags to Avoid) When Hiring a Contractor for Your Small Business

Running a small business often feels like juggling flaming swords while riding a unicycle. You’ve got customers to serve, sales to make, and about twelve tabs open in your brain at all times. That’s why hiring contractors or experts who can take things off your plate like running Facebook ads, managing social media, or optimizing SEO can feel like the best gift since Amazon Prime.

 

But here’s the catch: not all contractors are created equal. The right one can grow your business. The wrong one can drain your time, budget, and sanity. Let’s break down 5 green flags (the good stuff!) and 5 red flags (the “run away” signals) to look for when hiring contractors for your small business.

 

5 Things to Look for in a Contractor

 

1. Clear Communication

A good contractor doesn’t just “do the work” but they explain what they’re doing and why. Whether it’s reporting on ad spend, showing engagement stats, or laying out an SEO strategy, they should keep you in the loop without drowning you in jargon. You don’t need a crash course in Google’s algorithm updates, you need clear, consistent updates in plain English.

 

2. Proven Results (with Examples)

You wouldn’t hire a personal trainer who has never lifted weights, right? Same goes here. A reliable contractor should have a portfolio, testimonials, or case studies that showcase their work. For instance, a Facebook ads specialist might show you a campaign that generated leads at a low cost, or a social media manager might share growth analytics from past clients. Results don’t have to be flashy, but they should be real.

 

3. Alignment with Your Goals

A contractor should care about your business goals, not just their own process. If your goal is brand awareness, but they only talk about conversion campaigns, you might be on different pages. Ask them how they would tailor their work to your specific objectives, whether that’s growing an email list, boosting local visibility, or driving online sales.

 

4. Transparency in Pricing and Process

There should be no “mystery fees” or vague timelines. A trustworthy contractor will explain what’s included in their pricing, how often they invoice, and what deliverables you can expect. Clarity upfront helps avoid headaches later. If they’re running ads for you, they should also be clear about how much of your money goes into ad spend vs. their fee.

 

5. Adaptability and Continued Learning

Digital marketing changes faster than TikTok trends. You want a contractor who is adaptable and stays updated on what works now—not just what worked five years ago. Someone who can say, “The algorithm changed, here’s what we’re doing differently” is worth their weight in gold.

 

5 Red Flags to Watch Out For

 

1. They Guarantee Specific Results

If a contractor promises, “I’ll get you 10,000 followers in a month” or “I guarantee you’ll rank #1 on Google,” throw that red flag like it’s the Olympics. No one can guarantee results in areas that depend on algorithms, audiences, and competition. Real pros set realistic expectations and talk about strategy, not magic numbers.

 

2. They Can’t Explain What They’re Doing

If their explanations feel like decoding the Da Vinci Code, or worse—they dodge your questions—that’s a problem. You don’t have to understand every technical detail, but you deserve to know the basics of where your money and time are going.

 

3. They Talk More About Themselves Than Your Business

Beware of contractors who only brag about their own brilliance but don’t ask about your goals, target audience, or challenges. If they aren’t interested in understanding your business, how can they create a strategy that fits?

 

4. No References or Reviews

If a contractor can’t provide any references, testimonials, or proof of past work, pause before signing anything. While everyone starts somewhere, even newer contractors should have something to show—whether it’s results from volunteer projects, training certifications, or mock portfolios.

 

5. They Push for Long Contracts Without Trust Built

If someone pressures you to sign a 12-month contract before they’ve proven themselves, beware. Long contracts can be appropriate, but only after you’ve worked together and built trust. A good contractor often offers shorter terms or trial periods first.

 

How to Protect Yourself (and Your Wallet)

When hiring a contractor, think of it as dating—you wouldn’t marry someone after the first coffee date, right? Same idea here:

  • Start with a smaller project. Test their communication, quality, and reliability.

  • Ask the right questions. “What metrics do you track?” “How do you measure success?” “How do you report back to clients?”

  • Trust your gut. If something feels off—whether it’s their attitude, lack of clarity, or too-good-to-be-true promises—it probably is.

The right contractor can be a game-changer for your small business—freeing up your time so you can focus on what you do best. Look for clear communication, proven results, and a genuine interest in your goals. Steer clear of big promises, shady processes, and pressure tactics.

 

Remember: you’re not just hiring someone to “do a job.” You’re bringing in a partner to help grow your business. Choose wisely, and your investment will pay off in more visibility, more customers, and a whole lot less stress.

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

Travel Content Creator – Zee Travel

From Engineer to Travel Creator: How Zineb Baaout Built a Full-Time Career Sharing Her Adventures

When you scroll through Instagram and see stunning mountain views, crystal lakes, and cinematic drone shots, it’s easy to assume that travel creators spend all their time on vacation. But for Zineb Baaout, better known as @zee.travel, the journey to becoming a full-time content creator was anything but simple.

 

Originally from Morocco and now based in Utah, Zineb turned her love for exploration into a thriving business. She partners with tourism boards, outdoor brands, and hotels to produce engaging travel content for her growing community of more than 150,000 followers across platforms.

 

In this episode of the Redefine Business Podcast, host Brittni Schroeder sits down with Zineb to talk about how she transitioned from an engineering career to full-time travel content creation, the tools that help her stay consistent, and what she’s learned about building a brand online.

 

How It All Started

Zineb’s story begins in Morocco, where she was born and raised. In 2019, she moved to the United States to pursue her master’s degree in engineering at Mississippi State University. After graduating, she began working in the engineering field in Mississippi—a stable and well-paying job that checked all the traditional boxes of success. Yet, even with financial security, Zineb felt a sense of dissatisfaction.

 

She recalls feeling like she didn’t have enough time to enjoy the life her career afforded her. With just ten vacation days a year, she realized that the lifestyle she wanted—one filled with travel, freedom, and creativity—wasn’t possible in her current path.

 

During this time, she began sharing travel photos on Instagram simply as a creative outlet. It started as a hobby, a way to document her experiences and connect with others who loved exploring. But what began as a casual pastime soon turned into something much bigger.

 

A visit to Salt Lake City and Park City changed everything. Zineb was captivated by Utah’s mountains, national parks, and the endless opportunities for adventure. The landscape and lifestyle resonated deeply with her, and soon after, she made the move to Utah.

 

That’s when things started to shift. “When I moved to Utah, that’s when I started taking content seriously,” she explains. She began posting regularly, creating weekend itineraries, exploring new trails, and sharing travel tips. Her content resonated with others who also worked full-time but dreamed of adventure, showing them that travel didn’t have to mean quitting your job—it just required creativity and planning.

 

Tools of the Trade

At first glance, Zineb’s content looks like it could be produced by a professional media team. The shots are cinematic, the editing is seamless, and the storytelling feels effortless. But behind the scenes, her setup is refreshingly simple.

 

“I mostly just use my iPhone,” she shares. “I bought a 360 camera recently for things like ziplining, but otherwise I don’t carry a lot. I like to travel light, especially when hiking.”

 

Her approach proves an important point for aspiring creators: it’s not about having the most expensive gear, it’s about having a clear vision and consistent practice. Zineb’s content works because it’s authentic, visually compelling, and tells a story that inspires people to get outside and explore.

 

That focus on simplicity also helps her maintain her creative energy. Traveling light allows her to stay present in the moment, which comes through in her content. She isn’t weighed down by heavy equipment or complicated production logistics—she’s focused on capturing experiences that feel real.

 

Turning Content Into a Business

As Zineb’s following grew, opportunities began to appear. Like many new creators, her first collaborations weren’t paid. She reached out to local businesses and brands she genuinely loved, offering to share content in exchange for experiences or products.

 

“In the beginning, I reached out to businesses I wanted to post about,” she says. “Most of the time, it was just an exchange. Later, I started reaching out to destinations and cities, and those were usually paid.”

 

Her first paid partnership came from Visit Ogden, a Utah-based tourism organization. That campaign became a turning point. “That was my first monetized campaign,” she recalls. “I had around 14,000 followers at the time, and I’m still so grateful they gave me that opportunity.”

 

From there, her career gained momentum. She began building relationships with tourism boards, hotels, and outdoor brands. Each collaboration helped her refine her business strategy and strengthen her portfolio.

 

Today, Zineb’s income primarily comes from brand partnerships and destination campaigns. Her audience has grown beyond 54,000 followers on Instagram alone, with additional reach on TikTok and Facebook. Her community trusts her recommendations because they’re rooted in genuine experience, not just sponsored content.

 

When it comes to brand partnerships, she’s learned that proactive outreach often leads to the best results. “My highest-paid collaborations have come from my own outreach,” she explains. “When I see a brand that’s a perfect fit, I pitch them directly. That gives me better leverage because I already know it’s a great match.”

 

That intentional approach allows her to work with brands that align with her values—companies focused on sustainability, outdoor adventure, and authentic travel experiences.

 

Consistency Is the Secret

Ask any creator what their biggest challenge is, and most will say consistency. It’s easy to stay motivated when engagement is high and growth is visible. It’s harder to keep going when views drop or the algorithm shifts.

 

For Zineb, consistency has been the foundation of everything. “You just have to start and stay consistent,” she says. “Have a real goal from the beginning—know why you’re doing it. Otherwise, you’ll burn out. There will be ups and downs with views, but you have to push through.”

 

Host Brittni Schroeder echoes that message. As an entrepreneur and business coach, she’s seen how consistency can transform not just social media growth, but business success as a whole. “You can’t get frustrated with the algorithm,” she says. “It’s constantly changing, but what really matters is showing up.”

 

That mindset has guided both women in their careers. Zineb didn’t become a full-time creator overnight—it was years of steady posting, learning, and refining her craft. She didn’t wait for the perfect opportunity or equipment; she started with what she had and stayed committed to improving.

 

Her growth is a reminder that success online isn’t about viral moments. It’s about trust, value, and showing up when it feels like no one’s watching.

 

Challenges

While Zineb’s job looks idyllic on Instagram, she’s honest about the challenges that come with being a creator. One of her biggest frustrations is the lack of recognition for creators as professionals.

 

“A lot of businesses don’t see us as professionals,” she explains. “They’ll say, ‘We’ll give you food or a free stay,’ but they don’t realize this is our job. It’s not a hobby—it’s work.”

 

Behind every beautiful photo or travel video is hours of research, shooting, editing, negotiating contracts, and managing client relationships. Zineb emphasizes the importance of setting boundaries and valuing your time. Saying no to unpaid work that doesn’t serve your long-term goals is crucial to building a sustainable business.

 

Despite those challenges, Zineb’s love for creating content and exploring new places hasn’t faded. She often brings friends along on collaborations, turning work trips into shared adventures. “It’s so fun to experience these trips together and see new places with people I love,” she says. Those moments remind her why she started in the first place.

 

Lessons Learned Along the Way

Looking back, Zineb’s journey has taught her that success doesn’t come from following a single formula—it comes from following curiosity and trusting your instincts. She didn’t set out to become a travel influencer; she simply followed what excited her and learned along the way.

 

She encourages aspiring creators to do the same. Start before you feel ready, stay consistent, and don’t compare your journey to anyone else’s. What makes your story unique is what will resonate most with your audience.

 

“I went to school for engineering, but my phone opened up a whole new world for me,” she says. “It’s crazy where life can take you when you just start.”

 

Her story is a powerful example of how creative passion, combined with persistence and strategy, can open unexpected doors.

 

Connect with Zineb

To follow more of Zineb’s adventures and see her latest travel guides, you can find her on Instagram at @zee.travel.

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

Affiliate Marketing For Small Businesses

Why Every Business Owner Should Consider Affiliate Marketing


When you’re a business owner, your to-do list is already long enough to wrap around the block. Between managing clients, creating content, building systems, and actually delivering your product or service, the idea of adding one more thing can feel overwhelming. But there’s one growth strategy that can expand your reach, boost your revenue, and even strengthen your relationships—all without demanding that you reinvent the wheel. That strategy is affiliate marketing.


Today I am going to break down what affiliate marketing is, why it’s such a powerful tool for entrepreneurs, and how you can leverage it to work smarter, not harder.

 

What Is Affiliate Marketing, Really?


Affiliate marketing is essentially a modern form of word-of-mouth marketing—with a paycheck attached.


Here’s how it works:

  • You, the business owner, offer a product or service.
  • Affiliates (partners, influencers, loyal customers, or even other businesses) promote that product to their own audience.
  • Every time someone makes a purchase through the affiliate’s unique link, they earn a commission, and you gain a new customer.

 

It’s a win-win: affiliates make money by recommending something they believe in, and you get more sales without the usual upfront costs of traditional advertising.

 

Why Affiliate Marketing Is a Smart Play for Business Owners

1. Low-Risk, High-Reward Growth

Unlike paid ads, where you’re spending money before you know if they’ll work, affiliate marketing only costs you when a sale is made. You’re paying for results, not just exposure.


Think of it like hiring a commission-based sales team—but without the payroll headaches. Every new affiliate you bring on is an extra megaphone promoting your business, and you only shell out cash once they’ve closed the deal.


2. Built-In Trust Factor

Consumers are increasingly skeptical of traditional advertising. They scroll past banner ads, skip commercials, and side-eye sponsored posts. But they trust recommendations from people they already follow or admire.


When your affiliate tells their audience, “Hey, I use this product and it works,” that carries far more weight than a faceless ad campaign ever could. Affiliates lend you their credibility—and that can shorten the path from curiosity to checkout.

 

3. Expands Your Reach Without Extra Work

You probably already know how exhausting it is to constantly find and engage a new audience. Affiliate marketing solves this problem by tapping into audiences you might never reach on your own.


For example, let’s say you sell a course on social media automation. You could run ads targeting business owners—but what about all the entrepreneurs who are already following a productivity coach, a podcast host, or a YouTube channel about online tools? By partnering with affiliates in those niches, you instantly put your offer in front of a whole new crowd.


4. Strengthens Your Brand’s Ecosystem

Affiliate marketing isn’t just about money; it’s also about building community. Affiliates often become some of your most vocal advocates, cheering you on, giving feedback, and helping spread your message.


Over time, this creates a network effect: you’re not just one brand talking to one audience—you’re a hub connected to multiple communities. And when affiliates succeed with your product, they’re motivated to keep promoting, which creates consistency in your visibility.


5. Scales Without Scaling Your Stress

Most marketing strategies require you to increase your effort as you grow. More ads mean more ad spend. More social media posts mean more content creation. But affiliate marketing scales beautifully: once you’ve built a system, you can add affiliates without piling extra work on your plate.


With the right systems (hint: automation tools and affiliate tracking software), you can manage dozens—or even hundreds—of affiliates while focusing on the core of your business.

 

 

Common Misconceptions About Affiliate Marketing


Let’s clear up a few myths that keep some business owners from taking the leap.
“It’s only for big companies.” Wrong. Even solopreneurs can create affiliate programs. All you need is a product, a fair commission structure, and a way to track sales.

 

“I’ll lose profit.” Nope. You’re only paying affiliates from revenue you wouldn’t have earned otherwise. It’s not eating into your profit margin; it’s creating new ones.

 

“It’s too complicated.” With today’s tools (like ThriveCart, Kajabi, or even Shopify apps), setting up affiliate tracking is easier than ever. Automation takes care of payouts and reporting.

 

 

How to Get Started With Affiliate Marketing

If you’re convinced but wondering, Okay, but what do I actually do? here’s a roadmap to start simple and scale smart.


Choose the Right Offer

Not every product or service is ideal for affiliate marketing. Pick something that delivers clear value and is easy for affiliates to explain. Think digital products, courses, memberships, or software.

 

Set a Fair Commission Structure

Decide what percentage makes sense. Digital products often allow for higher commissions (30–50%) since there’s no physical inventory. Physical products might be lower (10–20%), but can still be attractive if priced well.

 

Select an Affiliate Platform

You’ll need a way to track clicks, sales, and payouts. Options include:

  • ThriveCart or SamCart for digital products
  • Shopify apps for ecommerce
  • Kajabi or Teachable for online courses

 

Recruit Affiliates Strategically

Look beyond influencers with massive followings. Sometimes micro-influencers with smaller but loyal audiences convert better. Reach out to happy customers, business peers, or niche creators.

 

Support Your Affiliates

Give them tools: swipe copy, graphics, promo emails, even training on how to talk about your product. The easier you make it for them, the more they’ll promote.

 

Track, Test, Tweak

Keep an eye on your numbers. Which affiliates are bringing in sales? Which promotions work best? Double down on what’s working and refine what isn’t.

 

Affiliate Marketing in Action: A Quick Example


Imagine you run a business membership that helps entrepreneurs build funnels and automations. You launch an affiliate program offering 30% commission for each sale.
One of your affiliates is a podcast host who teaches productivity tips. She shares her experience using your membership to streamline her own systems. A listener clicks her affiliate link, joins your membership, and boom—she earns a commission, and you gain a new customer.


Multiply that by ten, twenty, or a hundred affiliates, and you’ve created a powerful marketing engine that runs even while you’re asleep.

 

The Bottom Line

As a business owner, you don’t have to carry the entire marketing load on your back. Affiliate marketing allows you to leverage other people’s audiences, credibility, and enthusiasm to grow your sales. It’s cost-effective, scalable, and community-driven.
In a world where attention is fragmented and trust is gold, affiliate marketing gives you both. So instead of trying to shout louder than the competition, why not let a team of partners help amplify your message?


Your business will thank you—and so will your bottom line.

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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!

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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.

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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.

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!

Resources:

The Meeting Place Membership: Use code SUMMER at checkout for 50% off
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube

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!

Resources:

The Meeting Place Membership
Rock The Reels
1:1 Coaching
Free Client Welcome Guide
Additional Trainings and Resources


Connect with Brittni:

Follow me on the Gram – @brittni.schroeder
Join my Facebook Group 
Visit my website
Subscribe to my Youtube