Automations Are the MVP of My Summer

If you’re anything like me, your business is your baby but also, so is your actual family. And your sanity. 

 

Which is why automations have become my favorite employees. They don’t sleep, they don’t call in sick, and they never ask for a raise. 

 

Automating parts of my business has been one of the smartest things I’ve ever done—not just for efficiency, but for freedom. As a busy entrepreneur, I’ve learned that automations don’t replace your magic… they amplify it.

 

So let’s break it down: Why are automations so dang important? And what exactly can you automate without your business turning into a robot takeover?

 

Why Automations Matter More Than Ever

In case you need convincing, here’s why automations deserve a VIP seat in your business:

 

1. Time Is Your Most Valuable Asset

Automations buy you back the time you’ve been spending on repetitive tasks. You can focus on things only you can do: like creating, connecting, and closing sales.

 

2. They Make You Look Like You’ve Got It All Together

Your leads don’t need to know that you’re replying to DMs in pajamas while your house is totally trashed. Automations help create a smooth, professional customer experience from first touch to final sale.

 

3. They Don’t Forget

Unlike us scatter brained humans, automations don’t drop the ball. They send every email, deliver every freebie, and follow up with precision.

 

The Core Automations Every Business Needs

Now, I know “automation” can sound a little techy or intimidating, but it really comes down to this: setting up systems once that run over and over again without you.

 

Here are some of the key automations I recommend every online business owner have in place:

 

1. Lead Magnet Delivery Automation

You know that freebie you worked so hard on? Whether it’s a checklist, eBook, or mini course, you should never be manually emailing it to people. Set up a landing page and an email sequence that automatically delivers your freebie the moment someone signs up.

 

Pro tip: This is also your opportunity to start building trust. Don’t just send the freebie, send a few nurture emails after that to introduce who you are, how you help, and invite them to take the next step.

 

2. Welcome Sequence

Think of this as your virtual handshake. When someone joins your email list, you want them to get to know you! Automate a series of emails that:

 

  • Welcome them warmly

  • Share your story and mission

  • Highlight a few client wins

  • Offer something helpful (free or paid!)

  • Invite them to follow you on socials or book a call

Done well, a welcome sequence can turn cold subscribers into warm leads that are ready to buy.

 

3. Abandoned Cart Emails

If you sell digital products, services, or memberships, this one’s a must. Did you know that around 70% of people abandon their carts before checking out? A simple automation that reminds them to come back (and maybe sweetens the deal with a bonus or discount) can recover a ton of lost revenue.

 

4. Client Onboarding Workflow

Whether you work with 1:1 clients or have a group program, onboarding should be smooth and consistent. Automate welcome emails, contract signing, intake forms, and first-call scheduling to avoid the back-and-forth and set expectations from the get-go.

Bonus points if you include a little surprise and delight (like a video from you or a digital gift!).

 

5. Sales Funnels

Yes, funnels are automations too! A good funnel walks someone through the customer journey—from stranger to superfan—on autopilot. It might look like:

 

  1. Freebie opt-in

  2. Email nurture sequence

  3. Product or service offer

  4. Deadline or urgency email

  5. Post-purchase follow-up or upsell

Once it’s built, it works for you 24/7—so whether you’re on vacation or deep in mom-mode, your funnel is still turning leads into cash.

 

6. Post-Purchase Email Flow

Your job isn’t done once someone buys! Set up a post-purchase automation that:

 

  • Thanks them for their order

  • Tells them what to expect

  • Delivers the product or access info

  • Requests a testimonial or feedback

  • Offers a related product or upgrade

This is how you build long-term relationships (and repeat customers!).

 

7. Social Media Scheduling

Ok, this one isn’t email-based, but it’s still automation magic. Tools like Later, Metricool, or Planoly let you batch your content and schedule it out in advance—so your Instagram can stay alive while you’re off the grid.

 

Real Talk: Automations Let Me Slack Off (and Still Get Paid)

This summer, I’ve been what I like to call “professionally chill.” I’m working way fewer hours, saying yes to more impromptu hikes, and spending long afternoons outside.

 

But here’s the thing: My business hasn’t slowed down.

 

Because while I’ve been slacking off (strategically, of course), my automations have been hustling behind the scenes. I’ve still grown my list, booked clients, and made sales—all without showing up every single day.

 

And that’s exactly what I want for YOU.

 

Want to Learn How to Set Up These Automations?

If you’re ready to stop trading time for money, build systems that work when you don’t, and finally stop feeling like you’re always behind…

 

Come join me for a free training:

🎉 The Automation Blueprint for Businesses
📆 Tuesday, June 24th
⏰ 10:00 AM MST

 

I’ll walk you through the exact automations I use in my business and show you how to set them up (without needing to be a tech wizard).

 

You’ll learn how to:

  • Set up your lead magnet automation

  • Create a nurture sequence that builds trust

  • Design a simple but powerful sales funnel

  • Onboard clients with ease

  • And more!

REGISTER 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!

My Tech Stack for Automating, Organizing, and Growing My Business

My Tech Stack for Automating, Organizing, and Growing My Business

Running a digital business is like being the ringleader of a very ambitious circus. Between coaching clients, creating content, sending emails, running launches, and keeping up with your 27-tab browser habit (don’t judge me)—you need tools that do the heavy lifting without driving you nuts.

 

Welcome to my tech stack breakdown! I’m pulling back the curtain on the platforms and programs I use to keep my business automated, streamlined, and scaling like a boss. If you’ve ever wondered how I manage it all, this is your backstage pass.

 

Here’s the lineup:

 

Kajabi: The Main Event

If my business was a house, Kajabi would be the foundation. It’s the all-in-one platform where my courses, membership, landing pages, funnels, and checkout systems live.

 

I use Kajabi to:

 

  • Host my Meeting Place Business Membership

  • Deliver online courses

  • Create beautiful landing pages and opt-ins

  • Set up automated email sequences

  • Manage product offers and payments

What I love about Kajabi is that it keeps things simple. One login, one dashboard, and boom—I’m in control of my digital empire. No duct-taping 17 platforms together. Kajabi handles the customer experience from opt-in to testimonial.

 

Flodesk: Email Marketing, But Make It Pretty

If Kajabi is the engine, Flodesk is the glittery megaphone I use to talk to my audience. It’s my go-to for sending beautifully designed emails that actually get opened.

 

Why I chose Flodesk:

 

  • The templates are chef’s kiss—stunning and easy to customize.

  • I can automate welcome sequences, nurture funnels, and launch emails.

  • Unlimited subscribers and emails (yes, please!).

  • The visual workflow builder makes mapping out email automations feel like a craft project, not a chore.

I use Flodesk for things like list-building challenges, nurture sequences, and dreamy weekly newsletters that keep my audience engaged and clicking.

 

Zapier: My Magical Middleman

You know that moment when someone signs up for a freebie, and suddenly, their info magically appears in Airtable, Kajabi, and Flodesk like some tech fairy waved a wand?

 

Yeah. That’s Zapier.

 

Zapier is the behind-the-scenes wizard that connects all my tools together. I use it to:

 

  • Send leads from my forms to Airtable

  • Add new purchases to Kajabi automations

  • Trigger reminder emails via Flodesk

  • Move data between apps like I have a personal assistant named “Zap”

It’s the glue that makes my automations seamless. Honestly, Zapier has saved me from about 742 hours of manual data entry—and at least 3 breakdowns.

 

Acuity: My Virtual Front Desk

Acuity answers that question so I don’t have to. It’s my scheduling platform, and it makes booking calls, coaching sessions, or podcast interviews a total breeze.

 

I use Acuity for:

 

  • Discovery call bookings

  • Private coaching sessions

  • Strategy intensives

  • Automating reminders + follow-ups

Acuity syncs with my Google Calendar, sends automated reminders, collects intake forms, and takes payments. It’s like having a receptionist who never takes a lunch break.

 

Airtable – My Brain in a Spreadsheet

Airtable is where all the organized magic happens. I use it as my command center for content planning, podcast tracking, launches, and project management.

 

A few of my Airtable bases include:

 

  • Podcast guest management

  • Content calendar & repurposing tracker

  • Launch planning

  • CRM for leads and clients

  • Course content outline and progress

It’s more flexible than a spreadsheet, prettier than Google Sheets, and powerful enough to track every moving part of my business. Plus, with automations and views, I can slice and dice my data however I want. Airtable gives big boss energy.

 

Canva: Design Like a Pro (Without Being One)

I am not a graphic designer. But Canva makes me look like one.

 

I use Canva to create:

 

  • Social media graphics

  • Email headers

  • Course slide decks

  • Lead magnets

  • Promo materials

  • Reels covers and IG story templates

With brand kits, templates, and folders galore, Canva helps me stay consistent and on-brand—even when I’m creating content on the fly.

 

Adobe Creative Cloud: For My Fancy Moments

When I need to kick things up a notch, I lean into Adobe Creative Cloud. Specifically:

 

  • Photoshop for advanced graphics

  • Premiere Pro for video editing

  • Lightroom for photo touch-ups

This is the more “pro-level” side of my stack, and while I don’t use these tools every day, they’re my go-to when I need high-quality media for launches, YouTube, or polished promo content. Bonus: I occasionally impress my photographer friends with my Lightroom presets.

 

Asana: My Digital To-Do List (With Superpowers)

Running multiple projects, launches, and content streams? Enter Asana. It’s where I manage:

 

  • Weekly to-dos

  • Client deliverables

  • Team communication

  • Product launches

  • Blog post ideas (including this one!)

Asana lets me set due dates, assign tasks, add notes, and track progress—all without losing my mind. It’s my productivity buddy that gently nudges me to stay on track. (Okay, sometimes not-so-gently. But I need the tough love.)

 

Why My Tech Stack Matters

My tech stack is more than just a list of tools—it’s the system that supports my growth, my creativity, and my clients. Every program plays a specific role, and together, they create a well-oiled machine that:

 

  • Saves me time

  • Keeps my offers organized

  • Helps me serve my audience better

  • Lets me automate what I can, so I can focus on what really matters (like helping entrepreneurs build their empires.

If you’re a business owner who feels like you’re juggling flaming swords, let me say this: your tech stack should feel like a support system, not a stress factory. Start small, integrate intentionally, and build systems that work for you.

 

Need help figuring out what tools to use or how to set them up? That’s my zone of genius. Let’s build your automated, streamlined business together.

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!

How to Market Your Business Without Using Social Media

How to Market Your Business Without Using Social Media 

 

Sometime, it can feel like social media is the only way to market your business. Between endless Instagram reels, algorithm changes, and the pressure to post daily, it’s easy to burn out and wonder: Is there another way?

 

Good news: There absolutely is. You can successfully grow and market your business without dancing on TikTok, battling the Instagram algorithm, or responding to DMs 24/7. In fact, there are plenty of business owners who’ve built profitable, sustainable brands without depending on social media—and you can too.

 

Here’s how to market your business without social media (and still see growth, visibility, and sales):

 

1. Build (and Nurture) an Email List

If social media is the party, your email list is the VIP lounge. It’s where real relationships are built, sales are made, and customer loyalty is nurtured.

 

  • Offer a valuable freebie (lead magnet) to attract subscribers. Think: checklists, templates, mini-trainings, or discounts.

  • Set up an email nurture sequence to build trust and introduce people to your offers.

  • Send consistent value-packed emails. You don’t need to be spammy—just helpful and human.

Pro Tip: You own your email list. Algorithms can’t touch it.

 

2. Leverage SEO + Blogging

People are searching Google every single second—why not be the answer they find?

 

  • Create blog posts targeting topics your ideal clients are searching for. Use tools like Ubersuggest or AnswerThePublic to find relevant keywords.

  • Optimize your website and blog content with on-page SEO best practices (think: keywords in headings, image alt text, internal links).

  • Include CTAs (calls to action) to your offers, services, or email opt-ins in every post.

Long-form content (like blogs) lives forever on Google—unlike a 24-hour Instagram story.

 

3. Be a Guest on Podcasts

Podcast guesting is one of the most powerful ways to build your audience without social media.

 

  • Find shows that speak to your target audience and pitch yourself as a guest.

  • Share valuable insights, tell your story, and include a CTA to your lead magnet or website.

  • Bonus: most podcast hosts promote the episode for you, giving you exposure to their built-in audience.

 Power Move: Create a media kit to streamline the pitching process (or grab a done-for-you template ).

 

4. Focus on Referrals + Word of Mouth

Word of mouth is still king—especially when it’s intentional.

 

  • Ask happy clients for testimonials and referrals.

  • Create a referral program that rewards people for spreading the word.

  • Network in real life or virtually through communities, memberships, and masterminds.

Your best marketing tool? A raving client who can’t stop talking about you.

 

5. Use Strategic Collaborations

Partnering with other businesses or creators who serve your ideal audience can be a goldmine.

 

  • Host a joint workshop, giveaway, or challenge.

  • Create a bundled offer together.

  • Offer each other’s audiences a special bonus or discount.

Collaborations expand your reach without needing to build it all from scratch. And no, you don’t need to post a “collab reel” to make it work.

 

6. Build an Evergreen Funnel

Evergreen funnels are like the silent salespeople of your business.

 

  • Create an opt-in → email sequence → offer flow that nurtures and sells on autopilot.

  • Drive traffic to your funnel through blog posts, podcast interviews, guest features, or paid ads (if you want).

  • Update and optimize over time based on performance data.

Set it up once. Tweak as needed. Let it work while you sleep.

 

7. Create YouTube Content

If you enjoy teaching or talking through content, YouTube is an underrated powerhouse.

 

  • It’s the second-largest search engine behind Google.

  • Videos live for years, unlike fleeting social posts.

  • You can repurpose blog or podcast content into video format for extra reach.

The best part? You don’t need to go viral—just be valuable.

 

8. Leverage Pinterest for Traffic

Okay, hear me out—Pinterest isn’t really social media. It’s a visual search engine.

 

  • Pin your blog posts, lead magnets, and product pages.

  • Optimize with keywords your audience is searching for.

  • Use Tailwind to automate your pinning schedule.

Pinterest traffic is slow-burn and long-lasting. One well-placed pin can drive traffic for years.

 

9. Write for Other Websites (Guest Blogging)

Guest blogging is a great way to tap into new audiences and build backlinks (hello, SEO!).

 

  • Pitch articles to websites or online publications your dream clients read.

  • Provide value and link back to your site or lead magnet.

  • Include your bio and a clear call-to-action.

Authority, exposure, and SEO boost—all in one.

 

10. Use Email Signatures, Invoices, & Every-Day Touchpoints

Every single interaction is a chance to market your biz.

 

  • Add a link to your lead magnet or website in your email signature.

  • Include upsells or referrals in your invoice or thank-you emails.

  • Mention your offer during customer service or support convos (gently and authentically).

Marketing doesn’t always have to be loud. Sometimes it’s subtle and strategic.

 

You Don’t Need Social Media to Succeed

Let’s be real—social media can be helpful, but it’s not required. You don’t have to be a content machine or keep up with the latest trends to build a thriving, impactful business.

 

Instead, focus on strategies that:
You own (like email and SEO)
Work long-term (not just while you’re online)
Feel aligned with your energy and business goals

 

Whether you’re stepping away from social completely or just want to diversify your traffic, these strategies can help you show up, serve your people, and sell your offers—no algorithm dancing required.

 

Need help building a marketing system that doesn’t rely on social?
Grab my Media Kit Template, start pitching yourself for interviews and podcasts, and watch the visibility roll in—no reels required

 

Grab the Media Kit Template 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!

Public Relations Coach Nicole Pearl

Publicity can often feel like an elusive, members-only club — one that requires insider contacts, magazine-worthy aesthetics, and a certain level of celebrity status. But according to award-winning PR coach and journalist Nicole Pearl, visibility isn’t reserved for the few. It’s available to anyone with the right pitch, positioning, and plan — and she’s here to show you how to break in.

 

In this episode of the Redefine Business Podcast, host Brittni Schroeder sits down with Nicole to pull back the curtain on how small business owners can land major media features — and more importantly, how they can leverage those opportunities into long-term growth. Nicole’s approach is fresh, strategic, and incredibly empowering. Whether you’re just getting started or you’re ready to scale, her advice cuts through the noise and gives you a real path forward.

 

A Career Built on Both Sides of the Pitch

Nicole Pearl’s career spans over two decades in the media world. She’s written for national outlets like InStyle, O Magazine, and Real Simple, and she’s appeared on TV segments for TODAY and Extra. She’s also the founder of The Beauty Girl, a platform that blends expert beauty advice with approachable personality — and her mantra, “Beauty shouldn’t be a b%tch… and neither should getting on TV,” perfectly captures her style.

 

What makes Nicole different from most PR coaches is her dual perspective. She knows how to pitch because she’s spent years receiving (and rejecting) pitches herself. That insider knowledge has allowed her to help countless clients land media placements that actually make a difference — not just in credibility, but in conversions, confidence, and opportunities.

 

After noticing how many brilliant small business owners were flying under the radar simply because they didn’t know how to approach media, Nicole made it her mission to fix that. She developed a step-by-step framework that teaches entrepreneurs how to identify the right outlets, craft compelling pitches, and build real relationships with the press — no fancy PR agency required.

 

It Only Takes One Win to Build Momentum

One of the most exciting parts of this episode is hearing the real stories of transformation from Nicole’s clients. Brittni asked her to share some wins, and Nicole delivered.

 

Take, for example, a travel organizer based in Morocco who came to Nicole with no press background at all. In just 30 days, she landed a feature in Forbes — her first-ever media placement. That one win opened the door to new speaking engagements, collaborations, and instant credibility in a crowded market.

 

Stories like that are not rare in Nicole’s world. Her clients include founders of product-based businesses, coaches, and consultants who go from invisible to in-demand using her framework. Whether it’s landing a digital article, a podcast interview, or a live TV segment, Nicole teaches her clients how to pitch themselves in a way that feels genuine and strategic.

 

Visibility That Lasts

One of the key takeaways from the conversation is that visibility isn’t just about getting seen — it’s about what you do with that attention. Nicole emphasizes that press isn’t a one-and-done moment. It’s a powerful tool that, when used right, continues to pay off long after the feature airs or the article is published.

 

Many entrepreneurs make the mistake of securing media coverage and then letting it sit on a shelf. Nicole helps clients flip that script. She shows them how to repurpose, promote, and plug their press into their marketing — whether that’s building it into social proof, boosting SEO, or using it to land new partnerships. Because when done right, a press feature is more than a badge of honor. It’s a business asset.

 

She also addresses a common concern: confidence. A lot of people assume that only extroverts or “big names” can break into the media, but Nicole dispels that myth. She calls herself an introverted entrepreneur and reminds listeners that visibility isn’t about being the loudest — it’s about being intentional.

 

Social Media Isn’t Enough (And That’s a Good Thing!)

The conversation also covers a refreshing reality check on social media. While platforms like Instagram and TikTok are great tools for connection, Brittni and Nicole both agree that social media has a short lifespan. A viral post may boost visibility for a day, but it doesn’t always translate into long-term growth or authority.

 

Media coverage, on the other hand, has staying power. A digital article or TV segment can continue driving leads and building credibility for months or even years. It also strengthens your SEO, making it easier for people to find you when they’re actively searching for your services.

 

Rather than relying on just one platform, Nicole encourages business owners to diversify their visibility strategy. Think press, podcasts, guest expert features, TV, and yes, even AI-friendly search traffic. The more doors you open, the easier it is to be discovered.

 

How Nicole Works with Clients

Nicole’s offerings are designed to meet business owners where they are. She provides 1:1 coaching, as well as a hybrid group course that blends personalized attention with strategic guidance. Clients work closely with her to fine-tune their positioning, write customized pitches, and build a press plan that fits their business goals.

 

Unlike generic templates or DIY PR kits, Nicole’s programs include real-time feedback, access to her personal media contacts, and even private press leads. She doesn’t just teach you how to do PR — she helps you do it, with clarity and confidence.

 

Her approach is tailored, actionable, and refreshingly honest. You won’t find fluff here — just a streamlined system designed by someone who truly knows the industry.

 

Take the First Step with the AI Media Matchmaker

If you’re curious about PR but unsure where to start, Nicole has created an incredible free tool to help you take that first step: The AI Media Matchmaker.

 

This quiz helps you discover the top five outlets where you should be pitching — including suggested angles tailored to your brand. From podcasts and digital publications to national TV shows, the tool gives you a roadmap to visibility without the overwhelm.

 

Get it free here: Media Match Maker



Connect with Nicole Pearl

Website: nicolepearl.com
Instagram: @nicolepearlbeautygirl
Free Tool: AI Media Matchmaker

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!

Fusion Collective Summit Recap

Behind the Scenes of a Virtual Business Summit: What It Really Takes to Pull Off a Multi-Day Event

Have you ever thought about hosting a virtual summit, but felt overwhelmed just thinking about the logistics? You’re not alone. In the latest episode of Redefine Business Podcast, Brittni pulls back the curtain and gives us an honest, detailed look into what it took to plan and execute her second annual Fusion Collective Business Summit—a free, multi-day event featuring over 30 speakers, custom web pages, email funnels, social media campaigns, and more Diet Coke than she’s willing to admit.

 

Whether you’re curious about hosting your own online event or just love a good entrepreneurial behind-the-scenes, this episode is packed with insights.

 

Going Bigger the Second Time Around

Brittni first launched the Fusion Summit with a modest 10-speaker lineup. After learning the ropes during that first go-around, she decided to scale it significantly this year, setting a goal of 30 expert speakers across a range of business niches—social media, copywriting, business law, email marketing, and more.

 

To find speakers, Brittni started with her email list of over 10,000 and created an application form. From there, she and her assistant built out a database (using Airtable and automation tools) to keep track of applicants, interviews, and selections. She was intentional about speaker quality and reach—because in online events, speakers are often key promoters.

 

Speaker Expectations and Onboarding

One of the major upgrades this year? Clarity and communication. Brittni set expectations early on with contracts, email templates, and even Zoom calls with potential speakers to make sure everyone was aligned. This helped avoid the problem she faced last year—where only half of her speakers actually promoted the event.

 

This time, she emphasized the importance of speakers being present—even for pre-recorded sessions—so they could engage in the live chat, drop links, and answer questions in real-time. A bonus this year was a virtual meet-and-greet among the speakers, creating more opportunities for networking and collaboration.

 

The Tech and Timeline

Here’s the truth: pulling off an event of this size requires a lot of planning time. Brittni started about three months ahead, and even then she wished she’d started earlier. Between unresponsive emails, last-minute dropouts, and juggling the speaker lineup, the prep work was real.

 

Some key changes she made this year:

 

  • Switched from live presentations to pre-recorded sessions (less stress and more consistency).

  • Trimmed sessions from 1 hour to 30 minutes to improve engagement.

  • Created a Contributor Hub for speakers with everything they needed: graphics, email copy, timelines, and FAQs.

  • Built multiple custom web pages, including a sales page, thank you page, summit entry page, resource page with freebies and VIP upgrades, and more.

Email Marketing, Social Media, and Promotion

If you know Brittni, you know she doesn’t mess around with email marketing—and the Fusion Summit was no exception. She wrote 10+ promotional emails, warmed up her list, and built out automated email sequences for both free and VIP registrants. Each email included speaker spotlights, daily schedules, and strategic calls to action to upgrade to VIP access.

 

Social media also played a big role. With 30 speakers, she and her VA created speaker posts for Instagram and Stories, leveraged collaboration tags to increase reach, and even used ManyChat to automate DMs and link delivery. She also dabbled in Facebook ads and tested new tools to increase signups.

 

What Worked (and What She’s Changing Next Time)

The summit pulled in close to 500 registrations—a number she’s proud of, even if it didn’t quite hit her stretch goal of 1,000. She knows that with free events, not everyone shows up live, which is why the VIP upgrade is a key revenue driver. At just $97, it included replays, exclusive bonuses, templates, consults, and more.

 

Some lessons she plans to implement next time:

 

  • Start speaker outreach even earlier, especially for high-demand topics.

  • Consider SMS reminders to boost live attendance.

  • Provide speakers with pre-selected topics to reduce overlap and improve session variety.

  • Schedule more Instagram Lives and podcast promo ahead of time.

Final Takeaways

Hosting a virtual summit is a lot of work—but it’s also a powerful way to grow your network, expand your audience, and create momentum in your business. Brittni’s transparency and willingness to share both the wins and the hiccups make this episode a goldmine for any entrepreneur considering a summit of their own.

 

If you missed the Fusion Summit live, you can still grab the VIP replay—with access to 30+ expert presentations, a library of free resources, and actionable tools to level up your business.

 

CLICK HERE TO GRAB THE VIP UPGRADE

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!

Savvos Founder Jack Fackrell

You never forget your first sale. For Jake Fackrell, it was five bucks to mow a lawn in the Vegas heat with his older brother and a rickety lawnmower. That little side hustle turned into a spark—and that spark turned into a lifetime of building, failing, pivoting, and succeeding in the world of entrepreneurship.

 

I had the chance to sit down with Jake on the Redefine Business Podcast, and let me just say—this conversation was packed with so much gold, I couldn’t stop smiling. Jake is currently the co-founder and COO of Savvos Health, but his story is about way more than where he is now. It’s about grit, reinvention, and a deep commitment to solving real-world problems.

 

Let’s rewind and start at the beginning.

 

A Hustler from the Start

Jake grew up in a home where hard work wasn’t optional—it was expected. He and his three brothers learned early on that if they wanted something, they’d have to earn it. By age eight, Jake and his brother were already in business, mowing lawns around their Las Vegas neighborhood and collecting cash the old-school way: door-to-door.

 

That scrappy spirit never left him. And even though he didn’t realize it then, he was already learning one of the core principles that would define his career: find a need, fill it, and deliver value.

 

Moving Constantly, Connecting Instantly

Here’s a fun fact: Jake moved more than 30 times before he was 16 years old. He thought it was normal. But what that constant change taught him was how to quickly build relationships. His dad used to tell him, “When you come home from school, I want to hear the names of two kids you met today.”

 

That ability to connect with people, to build trust quickly, has followed Jake throughout his career. Whether pitching a startup, networking at events, or building client relationships—he brings genuine connection to everything he does.

 

From Pre-Med to Passion

Jake originally set out to become a doctor. He studied pre-med at UVU, worked as an athletic trainer for the University of Utah football team, and had every intention of going to medical school. But the long hours, lack of flexibility, and his growing love for business pulled him in a new direction.

 

While still in school, he started a coupon card business that grew fast—really fast. Before long, it was being sold in over 60 schools from Las Vegas to Ogden. That success led him to a big realization: he didn’t want to be a doctor. He wanted to be an entrepreneur.

 

And his wife? 100% supportive, even when he pivoted away from a stable medical path to pursue building businesses full-time.

 

Wins, Losses, and That Dot-Com Crash

After selling his coupon card business, Jake jumped into a new venture: an online real estate platform called Home Sales Connection. Think of it as the early 2000s version of Homey. It was a solid idea, they had investors lined up, and things were looking promising—until the dot-com bubble burst.

 

They lost everything. Jake had taken out a second mortgage to help fund the business, and the failure was devastating. But he and his wife made the decision not to declare bankruptcy. They worked hard, paid off the debt, and learned some of their most valuable business lessons in the process.

 

Rebuilding and Scaling with Data-Driven Companies

Out of that tough season came some of Jake’s most successful ventures. He joined a startup in the real estate space, which sparked the idea for RedX (Real Estate Data X-Change), followed by Domega and the acquisition of Landvoice.

 

These companies specialized in real estate data—gathering, filtering, and delivering valuable information to agents and investors. Under Jake’s leadership, they served thousands of clients across the country and gained recognition from Silicon Slopes, Inc. 5000, and UV50, to name a few.

 

Jake’s strength has always been turning vision into action—and these companies are proof of that.

 

The Birth of Savvos Health

The idea for Savvos Health was born out of frustration. Health insurance premiums were rising every year, and Jake, like many business owners, felt powerless. A casual conversation with his benefits broker turned into a brainstorm. What if healthcare pricing were transparent? What if people knew what they were paying before they got the bill?

 

They tested a B2C model first (shoutout to “GlassFrog,” their original name), but quickly realized they could scale faster by working with health share organizations and self-funded employers.

 

Today, Savvos Health is revolutionizing the way patients, payers, and providers connect—offering real-time, cash-pay rates and a smoother, more affordable healthcare experience. On average, they save payers over $20,000 per procedure.

 

Not bad for a guy who used to sell coupon cards door-to-door.

 

Meet Jake Fackrell: The Entrepreneur, Adventurer, and Mentor

 

Jake is more than just a founder or CEO. He’s a husband, dad to six, and grandpa to eight. He earned his Business Management degree from UVU and an MBA from BYU in 2004. Over the years, he’s built a reputation for creating multi-million-dollar ventures—and mentoring others to do the same.

 

He’s an Ironman competitor, an endurance cycling enthusiast (yes, he really biked from Salt Lake City to Las Vegas), and someone who lives by the motto: Work hard, coach and be coachable, and help people achieve abundance.

 

You can connect with Jake professionally on LinkedIn.

 

Giving Back: The Change the World Foundation

Jake and his wife Tamara also run a nonprofit called Change the World Foundation, which helps families in developing countries with housing, education, marriage support, and life skills.

 

What started with a simple gesture—helping a couple in the Dominican Republic afford a marriage license—has grown into a movement. The foundation has now helped nearly 400 couples get married, and they host regular service trips, women’s retreats, and youth adventures in the Dominican.

 

For Jake, giving back isn’t just something he does. It’s part of who he is.

 

Build, Pivot, and Repeat

Jake’s story is a reminder that entrepreneurship is not a straight line. It’s a winding road with unexpected turns, failed ideas, and new opportunities waiting around the corner.

 

He’s faced setbacks, made bold decisions, and stayed rooted in his values along the way. And whether it’s in business or nonprofit work, Jake’s impact speaks for itself.

 

His advice? Build relationships. Stay optimistic. And never be afraid to pivot when something’s not working.

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!

THE ANALYTICS YOU NEED TO KNOW IN YOUR BUSINESS

The Analytics You Actually Need to Know in Your Business

Let’s be honest. The word “analytics” doesn’t exactly get most of us jumping out of bed in the morning. Maybe it even makes you sweat a little. It feels technical, intimidating, and maybe a little… boring?

 

But here’s the deal: if you’re running a business, especially online, skipping out on your data is kind of like heading on a cross-country road trip with no map. Sure, you might eventually reach your destination. But you’ll probably waste a whole lot of time, money, and energy getting there.

 

No matter what stage your business is in—whether you’re just starting out, scaling your service-based business, or managing a growing online shop—there are some numbers you need to understand. And I promise, this doesn’t have to be scary or complicated.

 

Sales Analytics: Track Your Revenue, Not Just Your Effort

Sales are the lifeline of your business. If money isn’t coming in consistently, something’s off.

 

Keep an eye on how much revenue you’re generating, which offers are performing well, and how many of your leads are converting into paying customers.

 

It doesn’t have to be complicated—set up a simple dashboard in Google Sheets or Airtable to track your weekly and monthly income. If your numbers dip, take a closer look at your offer, your messaging, or your marketing strategy.

 

Website Analytics: Know What Your Visitors Are Doing

Your website is like a 24/7 storefront. But if nobody’s visiting or they’re bouncing quickly, something needs your attention.

 

Watch where your traffic is coming from, how long people stay, and which pages get the most love. Tools like Google Analytics or built-in stats from Shopify, Wix, or Squarespace can help you make sense of it all.

 

The goal here isn’t to obsess over every number—it’s to understand if your site is doing its job: keeping people interested and moving them toward taking action.

 

Email Marketing Analytics: Is Your List Paying Off?

Your email list is one of your most valuable business tools. But it only works if people are opening, clicking, and converting.

 

Pay attention to your open rate, click-through rate, unsubscribes, and sales. If your numbers are way below average (around 30–35 percent open rate and 2.5 percent click rate), it might be time to test some new subject lines or offers.

 

And if people are unsubscribing a lot? Don’t panic—but do get curious. It might mean your content needs a refresh or your audience needs a better reason to stick around.

 

Social Media Analytics: Move Beyond Vanity Metrics

We all love seeing our follower count rise, but the truth is that engagement matters more than numbers.

 

Are people commenting, sharing, and clicking through from your posts? Are they becoming leads or customers?

 

That’s where your focus should be. Even a smaller, highly engaged audience can be incredibly powerful if you’re using the platform strategically.

 

Ad Performance: Make Every Dollar Count

If you’re running paid ads on platforms like Facebook, Instagram, or Google, you want to make sure you’re getting a return.

 

Track your cost per lead, cost per acquisition, click-through rate, and return on ad spend. A good rule of thumb is aiming for at least two times return on your ad spend.

 

If your numbers aren’t there yet, don’t give up. Test new headlines, creative, or targeting. Paid traffic can be gold—but only if you’re optimizing regularly.

 

Customer Analytics: Understand the People Behind the Purchases

There’s a human behind every purchase. The more you know about them, the better you can serve them.

Use surveys, reviews, support tickets, and behavior tracking to get to know your people. What are they buying? What questions do they ask over and over? What keeps them coming back—or drives them away?

This data helps you improve your offers, sharpen your messaging, and build stronger relationships with your audience.

 

Funnel Analytics: Find and Fix Your Leaks

Think of your funnel like a customer journey. Are people opting in, saying yes to your offers, and completing their purchases?

 

Or are they disappearing halfway through?

 

Track opt-in rates, tripwire conversions, upsell success, and checkout abandonment. Tools like Kajabi, ClickFunnels, and ThriveCart can help you identify where things are falling apart so you can patch the leaks and boost your results.

 

Productivity and Operations: The Behind-the-Scenes Gold

It’s not all about sales. How your business runs behind the scenes matters just as much—especially if you want to grow sustainably.

 

Are you and your team completing projects on time? Where is your time really going each week? Are client projects being delivered on schedule?

 

Even reviewing your completed versus planned tasks each week can give you insights into where things are getting stuck and how to streamline your systems.

 

Don’t Let the Numbers Scare You

I get it. Analytics don’t feel as fun as designing a logo or posting a viral reel. But the truth is, your data tells a story—a powerful one. It reveals where you’re losing money, where you’re growing, and what to lean into next.

 

You don’t have to track everything right away. Start with the basics. Look at your numbers regularly. Use them to guide your decisions, not intimidate you.

 

Because once you start listening to your data, you’ll uncover insights most entrepreneurs overlook. And that is your secret weapon.

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!

Using AI in Your Business with Becky Beach

In this week’s episode of the Redefine Business Podcast, Brittni Schroeder sits down with Becky Beach, a digital product coach, speaker, and founder of MomBeach.com. Becky brings a wealth of knowledge and experience to the conversation, especially when it comes to using AI to simplify and grow your business.

 

Becky’s journey began during a challenging time in her life. While pregnant and feeling stuck in a demanding corporate job as a web developer, she launched her blog as a creative outlet. What started as a side project eventually evolved into a multi six-figure business. Today, Becky teaches moms and entrepreneurs how to create and scale digital product businesses, and AI plays a major role in how she does that.

 

During their conversation, Becky and Brittni talk about how AI isn’t just for tech-savvy professionals. Becky breaks down how business owners at any stage can use tools like ChatGPT to generate blog outlines, brainstorm content, and work through writer’s block. She also shares how she uses Canva’s bulk creation feature to quickly build planners, journals, and workbooks.

 

One of the key takeaways from the episode is Becky’s reminder that AI is a tool to support your creativity, not a replacement for it. While it can help you move faster and generate new ideas, it’s still important to edit and refine the output to match your unique voice. Authenticity, Becky explains, is what helps you build real trust with your audience.

 

The episode also highlights other innovative AI tools Becky uses, such as MidJourney for creating images and Clean AI for transforming photos into short videos. She even explains how she designs seamless patterns with AI and sells them on print-on-demand platforms like Redbubble and Spoonflower, turning digital designs into phone cases, fabrics, clothing, and more.

 

Whether you’re a coach, content creator, or just starting your business, this conversation is packed with practical advice and inspiration. Becky’s story shows that learning how to use AI is simply a matter of curiosity and consistent effort. If you’ve been hesitant to dive in, this episode will help you see what’s possible when you take the time to explore.

 

Want to connect with Becky Beach? Here’s where you can find her:

 

Free Resources from Becky

 

Becky is also a featured speaker at the upcoming Fusion Collective online summit, hosted by Brittni Schroeder. Be sure to register and catch her session for even more valuable insights on using AI in your 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!

How to Plan and Host a Successful Virtual Event

How to Plan & Host a Profitable Virtual Event

Virtual events have skyrocketed in popularity, offering businesses a way to connect with their audience, generate leads, and boost revenue without the logistical headaches of in-person gatherings. However, hosting a profitable virtual event requires strategic planning, engagement tactics, and strategies to monetize. If you’re ready to turn your next virtual event into a revenue-generating machine, this guide will walk you through everything you need to know.

 

Step 1: Define Your Event Goals and Objectives

Before you dive into planning, get crystal clear on what you want to achieve. Are you hosting a virtual summit to generate leads? A workshop to sell a high-ticket offer? A networking event to build brand authority? Defining your goals will help shape every decision you make, from content to marketing to pricing.

 

Key Considerations:

  • What is the main purpose of your event? (e.g., brand awareness, revenue generation, lead capture, education)
  • What action do you want attendees to take afterward? (e.g., purchase a product, sign up for a membership, book a consultation)
  • What metrics will define success? (e.g., registrations, revenue, engagement rates, conversions)

 

Step 2: Choose the Right Virtual Event Format

Not all virtual events are created equal. The format you choose should align with your goals, audience preferences, and monetization strategy.

 

Popular Virtual Event Formats:

  • Live Webinars: Ideal for educational sessions and selling digital products or coaching programs.
  • Virtual Summits: Multi-speaker events that can be monetized through ticket sales, sponsorships, and replays.
  • Workshops & Masterclasses: Hands-on, interactive training sessions that often lead to high-ticket sales.
  • Networking Events: Designed to facilitate connections and collaborations.
  • Hybrid Events: A mix of live and pre-recorded content for flexibility and scalability.

 

Step 3: Select the Right Tech Stack

Your tech setup can make or break the attendee experience. Choose platforms that offer seamless functionality and integrations.

 

Essential Tools:

  • Webinar & Streaming Platforms: Zoom, StreamYard, Hopin, WebinarJam
  • Landing Page & Registration: Kajabi, ClickFunnels, Eventbrite
  • Email Marketing & Automation: Flodesk, ConvertKit, ActiveCampaign, MailChimp
  • Payment Processors: Stripe, PayPal, ThriveCart
  • Engagement & Community: Slack or Facebook Groups

 

Step 4: Develop a Monetization Strategy

A profitable virtual event isn’t just about getting people to show up—it’s about creating revenue opportunities before, during, and after the event.

 

Ways to Monetize Your Virtual Event:

  • Ticket Sales: Charge for access to live sessions, premium content, or VIP experiences.
  • Sponsorships: Partner with brands who want exposure to your audience.
  • Upsells & Offers: Sell courses, memberships, or high-ticket coaching programs.
  • Affiliate Partnerships: Earn commissions by promoting relevant products or services.
  • Replays & Bundles: Sell recordings and exclusive event materials post-event.

 

Step 5: Market Your Virtual Event

Even the best-planned event will flop without an effective marketing strategy. Build excitement and drive registrations through multiple channels.

 

Proven Marketing Strategies:

  • Email Marketing: Create a pre-event email sequence to nurture leads and boost sign-ups.
  • Social Media Promotion: Use Instagram, LinkedIn, Facebook, and TikTok to share teasers, testimonials, and countdowns.
  • Paid Ads: Run targeted Facebook, Instagram, or LinkedIn ads to attract attendees.
  • Affiliate & Influencer Partnerships: Leverage industry experts to promote your event.
  • Content Marketing: Publish blog posts, videos, and podcasts related to your event topic.

 

Step 6: Create a High-Value Attendee Experience

To keep attendees engaged and maximize profitability, focus on delivering a high-quality experience from start to finish.

 

Engagement Strategies:

  • Live Q&A Sessions: Encourage real-time interaction.
  • Polls & Surveys: Keep audiences involved and gather insights.
  • Exclusive VIP Access: Offer behind-the-scenes content or private networking.
  • Gamification: Use giveaways, challenges, and leaderboards to drive participation.
  • Breakout Rooms: Facilitate discussions and networking opportunities.

 

Step 7: Follow Up and Maximize Post-Event Profits

The event doesn’t end when the last speaker signs off. Continue engaging attendees to drive sales and build long-term relationships.

 

Post-Event Strategies:

  • Send Thank-You Emails: Express gratitude and provide next steps.
  • Sell Event Replays: Offer recordings for those who missed it.
  • Upsell Related Offers: Promote additional courses, coaching, or memberships.
  • Collect Testimonials & Case Studies: Use positive feedback for future promotions.
  • Analyze Metrics & Optimize: Review performance data to improve future events.

Final Thoughts

Planning and hosting a profitable virtual event requires strategy, execution, and follow-up. By defining your goals, selecting the right format, using effective monetization tactics, and engaging attendees throughout the experience, you can turn your event into a lucrative revenue stream.

 

Ready to host your next virtual event? Start planning today and watch your business thrive!

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!

SIGN UP FOR THE FUSION SUMMIT HERE

Tiffany Peterson the Scaling Coach

Mastering Sales Mindset: Insights from Tiffany Peterson

Business and marketing can feel like a rollercoaster, but that’s why we’re here to redefine it! In this week’s episode of the Redefine Business Podcast, hosted by Brittni Schroeder, we dive into sales mindset with speaker and coach Tiffany Peterson. Tiffany shares invaluable insights on overcoming sales fears, building confidence, and embracing your worth as an entrepreneur.

 

From Special Needs Teacher to Sales Coach

Tiffany’s journey to becoming a renowned speaker and sales coach is anything but conventional. Growing up in Salt Lake City, Utah, she initially pursued a career as a special needs teacher. A chance encounter during college led her to the training and development industry, where she discovered her passion for coaching.

 

Her journey took a pivotal turn when she joined Franklin Covey, a company known for Stephen Covey’s “7 Habits of Highly Effective People.” Working as a coach before the concept became mainstream, Tiffany honed her skills in asking the right questions, understanding client needs, and mastering the art of selling through emotional connection.

 

The Art of Selling: Asking Good Questions

One of Tiffany’s key takeaways is understanding that sales are rooted in serving others. Instead of feeling pushy or intrusive, think of sales as helping people get their needs met. By asking thoughtful questions, you’re guiding potential clients to solutions. Sales is not about convincing but about aligning your offer with their needs.

 

For many women, however, the fear of being perceived as “pushy” or “salesy” can be paralyzing. Tiffany explains that this mindset often stems from a deep-seated fear of rejection and societal conditioning. She emphasizes that being assertive is not about taking from others but about offering value and service.

 

Reframing Rejection: A Mindset Shift

Rejection is inevitable in business, but Tiffany offers a fresh perspective. Instead of internalizing a “no” as a personal failure, she encourages us to view it as a neutral event. You were not having lunch with that client before; you are still not having lunch now. Nothing about your worth has changed.

 

Tiffany shares a personal story about reaching out to an author she admired for a potential event collaboration. Though she never received a response, she didn’t take it personally. Instead, she trusted that if it was meant to happen, it would. This mindset allows her to keep moving forward without dwelling on the “what-ifs.”

 

Why Investing Matters

One of the most profound lessons from Tiffany is that transformation often begins at the transaction. When people invest in your services, they are committing to growth. This investment not only validates your worth but also motivates clients to take action.

 

Tiffany emphasizes having a clear sales funnel with different levels of investment—from free resources to premium coaching packages. Offering a variety of options allows clients to choose the level of commitment that suits them.

 

Building Confidence and Embracing Your Worth

The key to overcoming sales anxiety is recognizing your worth. Tiffany shares that building confidence often comes through practice, experience, and setting boundaries around your pricing. Pricing should reflect the value you bring, and being confident in your rates helps you attract clients who respect and appreciate your work.

 

Practical Tips to Transform Your Sales Mindset

  1. Identify Your Why: Understanding your purpose in business helps you overcome fear.
  2. Practice the Art of Asking: Good questions guide clients to see the value in your offer.
  3. Reframe Rejection: See every “no” as a step toward finding the right fit.
  4. Invest in Yourself: Confidence grows when you commit to personal and professional development.
  5. Stay Curious: When fear arises, get curious about its origin and challenge it.

 

Final Thoughts

Entrepreneurship is as much about mindset as it is about strategy. Tiffany’s approach encourages us to blend self-worth with business tactics, making sales feel less like a chore and more like a purposeful service. By focusing on giving rather than taking, you’ll find that your confidence—and your business—thrives.

 

To learn more from Tiffany Peterson, visit her website at TiffanySpeaks.com or follow her on Instagram @TiffPeterson. Whether you’re just starting or looking to level up your sales game, Tiffany’s approach offers a refreshing, heart-centered perspective on success.

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!