Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
SPEAKER_00 (00:02):
Hi Mallory, welcome
to the Powerful Woman Rising
Podcast.
Thank you so much for having me.
Yes, I'm so excited to chat withyou today.
So you applied to be on thepodcast a while back, I think,
because I probably reached outto you and was like, hey, be on
my podcast.
Um, and we had a different topicplanned, but then I saw an
Instagram post that you didabout tools that you are keeping
(00:23):
and swapping and starting in2026.
And I thought that would be areally fun topic to talk about
on the podcast.
And you said yes.
So here we are.
SPEAKER_01 (00:33):
Yeah, I'm really
excited to talk about this.
This has been a bigconversation.
Um, when I posted it, a lot ofpeople reached out and wanted to
know more.
Have a bunch of clients lookingthrough their tools and systems
that they're using now.
So excited to chat about this.
SPEAKER_00 (00:47):
Yeah, I think it'll
be really good.
So before we dive in, telleverybody a little bit about you
and about what you do.
SPEAKER_01 (00:53):
So I'm a fractional
CMO.
I mainly focus on helping smallbusinesses build marketing
ecosystems that feel simple,sustainable, and actually drive
growth.
But also along those lines, I amalso a seasoned entrepreneur.
This is, I have eight differentbusinesses under my belt.
So I am no stranger to tryingout all the tools and doing all
(01:16):
the marketing strategies andeverything, as well as helping
my clients too.
SPEAKER_00 (01:20):
Awesome.
How long have you been doingthis work?
SPEAKER_01 (01:24):
Um, I have been
running my fractional CMO
consultancy for the last fiveyears now.
Wow.
Okay.
That's amazing.
But I've had I've mybackground's in marketing.
Um, and I've had um some otheragencies as well prior to this.
SPEAKER_00 (01:42):
Yeah, that's
awesome.
I'm also very impressed becauseyou look like you're about 23.
And so I'm like, how have youhad a business for five years?
Well, thank you.
I'm actually 37.
That's awesome.
Okay, so let's talk about thispost.
Tell me first your thoughtprocess behind sharing this
(02:03):
information with people onInstagram.
SPEAKER_01 (02:05):
So for as long as I
can remember, and probably just
because I remember what it'slike to start out in business,
uh, I have always been reallytransparent.
And I know people love to seethat behind the scenes content.
I know I love to see I'm nosy.
I want to know everythinghappening in your business.
Um, so it was just reallynatural for me to be like, oh,
(02:30):
I'm making these changes.
I know a lot of people areprobably thinking about this.
So let's just share it and seewhat happens.
And also, you know,crowdsourcing anyway.
People are gonna share whattheir experience are with
certain tools and everything aswell.
SPEAKER_00 (02:45):
Yeah, I love it.
And I think it's it's a goodexample of like, you know,
gatekeeping is a big buzzwordright now, and I really hate to
use it.
But I love that you're not doingthat because really, like, I
don't care if you've been inbusiness for six months or 20
years, there are things that youdon't know, right?
Like things are changing everyday.
There are tools out there thatyou never even knew existed, and
(03:06):
this is how we learn about it,right?
We have conversations with otherbusiness owners, we share what's
working for us, we share what'snot working for us anymore, and
um, that's how we learn andthat's how we grow.
So the more you share and peopleshare with you, that's how you
figure things out.
So let's go through this list.
You made a list of the thingsthat you're keeping, the things
that you're swapping, and thethings that you are ditching.
(03:29):
Where do you want to start?
Oh, uh, let's start withkeeping.
Okay, so keeping Canva.
SPEAKER_01 (03:37):
Tell me why.
Um, because I do not have theskills to do real design work.
Um I'm super, I was gonna saysuper comfortable with it.
I've been using it for a longtime.
I have all of my fonts, colors,everything already uploaded.
I have templates and everything.
So just made sense to keep thatone.
SPEAKER_00 (03:58):
Yeah, I love Canva
so much.
I just I took a course that waslike about how to organize your
Canva and how to have likefolders and find things really
easily.
And I don't know where thatcourse went in my brain, but my
Canva is still a hot mess and Ihave no idea where anything is,
but it worked for what it was.
SPEAKER_01 (04:18):
I was just gonna
say, wait, I might actually need
that course because mine is notnearly as organized as it could
be.
SPEAKER_00 (04:24):
Yeah, I promised the
course was great.
It's really just me.
I think in the in the beginning,I was like, I organized all my
folders and everything was sogreat.
And I was like, yeah, I'm gonnaname like a big thing was naming
things specifically, right?
Like all my shit is namedUntitled One, Untitled Two,
Untitled 888.
And if you actually name them,they're much easier to find.
And I think I did great at thatfor like two weeks, and now
(04:47):
we're back to untitled 1024.
Okay, what about Fathom?
Tell us what Fathom does and whyyou're keeping it.
SPEAKER_01 (04:56):
So Fathom is an AI
note taker.
So it automatically joins mycalls for me.
It actually records them.
So I have the video, I get um atranscript, I get uh like
summary, there's it spits outaction items.
So I have everything I need todo, or I can send it to clients
or whoever I'm talking to andsay, hey, these are kind of the
(05:18):
things I need from you.
So it just makes it a loteasier, and I don't have to take
notes on a call, so I can justbe much more present and not
have to worry about rememberingsomething, or I can go back and
re-watch, um, pull thetranscript, things like that.
So it makes it a lot easier.
I did consider changing this oneactually.
So we'll get to this next, butI'm using this Honeybook as my
(05:41):
CRM and they actually have anote taker.
So I luckily my clients areamazing, but I had like multiple
AI note takers in our calls withus.
So I could test it.
SPEAKER_00 (05:55):
Mallory's 95 note
takers are jumping.
SPEAKER_01 (05:58):
Literally.
Um, and then I just comparedwhat I would got as the output
afterwards, and Fathoms was byfar like just so much more
comprehensive.
So I decided that's somethingI'm not willing to give up
because it is so helpful to havethose notes to be able to
revisit them and use them whenI'm kind of figuring out
(06:21):
strategies or need to revisitstuff.
SPEAKER_00 (06:23):
Yeah, I think it's
really helpful.
My favorite thing about it isthat it turns conversations into
action items.
So like we can sit down.
We I use it every time I have acall with my VA and we use it
and we have these conversationsthat are very high level about
like, well, maybe we could dothis and this and what how would
this work?
And would we need to do this?
And that doesn't necessarilytranslate into a to-do list in
(06:45):
my mind.
But then Fathom will take it andbe like, okay, here's what
Meredith said she would do.
Here's what Melissa said shewould do.
And that has been super, superhelpful.
SPEAKER_01 (06:55):
Yeah.
And like it also can be reallywhen you're having a
conversation like that whereit's almost a little bit more
brainstorming to come up with asolution.
I think at least my brainsometimes will be like, wait,
what did we actually come upwith?
Right.
So being able to go back to thatand seeing, okay, we talked
about X, Y, and Z, but wedecided on this thing is so
(07:17):
helpful.
SPEAKER_00 (07:18):
Yeah, absolutely.
Okay, the next one you said youwere keeping is Uber suggest.
And I've never heard of it, andI want to know what it is and
why you love it.
SPEAKER_01 (07:26):
So this is actually
an SEO like tracking tool.
So it kind of helps youunderstand how your um web your
website is performing from likean SEO perspective.
So it helps, it kind of likegives you a score, gives you
recommendations on things toupdate, to change.
You can do like an audit on yoursite, um, see where you're
(07:48):
ranking for certain keywords.
So I like it just to track myown website, but I also use it
for clients when I'm building ona strategy or we want to be
focused more on SEO.
I'll run their site through theaudit just to kind of see what's
happening on their, you know, dothey have meta descriptions,
meta titles, are thereduplicates, things like that.
(08:09):
So we kind of have a goodunderstanding on the overall
like kind of SEO health of theirwebsite and what changes we need
to make.
You can also do um some keywordresearch on there and kind of
like see what you can do.
It gives you other suggestionsand everything.
So it's just really helpful fromlike an SEO perspective, which
(08:31):
is one of those things that isreally helpful to stay on top
of, but hard to stay on top of.
So a tool like this helps me dothat.
SPEAKER_00 (08:40):
Yeah.
I just recently um did aninterview with a woman named
Kelly Kumler and she does SEO.
And part of the problem withhaving a podcast is I have these
really awesome guests, and likehalfway through every episode,
I'm like, I think I need to hireher.
The last one I did was with aguy who was talking about tax
strategy, and I was like, okay,I need to hire this guy.
But I actually did end up hiringKelly for SEO because it's one
(09:04):
of those things that like youknow is important and you know
will help, but it feels so likegranular and tedious and like
nonstop.
Like, do you ever get to a pointwhere you're like, great, SEO
optimized?
No, right?
Because it's always changing.
And so I love that there is atool that will help you kind of
(09:24):
keep track of it on your own,too.
SPEAKER_01 (09:26):
Yeah, and it's
really helpful because you know,
I'm guilty, like I know I'msupposed to do these things, but
sometimes, you know, you're justputting a blog post up and
everything, and I forget to toupdate the meta description.
So if I go in there, it's gonnabe like, hello, you're missing a
meta description here.
It tells you the the like linkthat it's for the page and
everything.
(09:47):
So I can actually just say, Oh,okay, it's that blog post.
Let me add it in and make itreally simple.
Um, so it's it's very helpfulfrom that perspective.
SPEAKER_00 (09:56):
Yeah, I love that.
And is that a free tool or apaid tool, or are there
different versions?
SPEAKER_01 (10:01):
I think there's
different versions.
I use the paid version, which Ibelieve is$29 a month.
SPEAKER_00 (10:07):
Okay.
And when you were making thesedecisions about the tools that
you were gonna keep and swap andnot use anymore, what were the
factors that you were lookingat?
Like, were you looking at paidversus free, or was it more
about like simplifying or was iteverything?
SPEAKER_01 (10:22):
Yeah, so I'm
actually glad you brought that
up because one of the biggestreasons I started this was I had
my bookkeeper run a report forme about all the like recurring
subscriptions I have, just so Icould kind of look and see what
those costs were and everything.
And she kind of was like, okay,like here's some some areas that
(10:42):
I think you could potentiallyeither consolidate or um do
something about or whatever.
So I had like a full list that Iwas paying for so I could say,
okay, you know, here's the onesthat I don't use as often, or
here's something that I think Ican maybe see if I can find a
(11:03):
less expensive option or a freeoption.
So there was a little bit ofthat of like what is what's the
cost savings and the value thatI'm getting out of it, because
I'm more than happy to pay forsomething if I'm getting a lot
of value out of it.
But if it's, you know,comparable to something else
that I could either have forless expensive or for free, and
(11:26):
the cost of switching is not toohigh, then you know, that's kind
of what was going through mymind when I was making these
decisions.
SPEAKER_00 (11:32):
Yeah, that's really
smart.
And that's a good recommendationfor people who are listening,
just periodically to lookthrough like the things that you
are still paying for.
That's how I realized I had twoMicrosoft Office subscriptions
and one expires in September andone expires in December.
And I'm like, how did thishappen?
Um, but that's the kind of stuffthat's like, we don't notice
(11:53):
that unless we really stop tolook.
And I have, you know, the sitethat I host my podcast on.
You can pay$12 a month for thislike magic remastering that
fixes your sound and cuts outthe background noise and stuff.
But then I also have this likeway more expensive software that
I'm using that does a lot of thesame things.
And so I'm like, why do I haveboth of these things?
(12:15):
So yeah, I that's another reasonI wanted to have this
conversation and share itbecause people may hear about
something that they're like, oh,I didn't realize that that does
this and this.
Why don't I just get that onething instead of paying for
these two things?
Yeah, exactly.
I love that.
Okay, so the next one that youuse and that you're keeping is
Loom.
Tell us about that decision.
SPEAKER_01 (12:35):
Um, Loom is I'm I'm
already on a ton of calls.
Um, so sometimes it's justeasier to like show your screen,
walk someone through something,and it's a lot easier to just be
able to do that than try tocoordinate schedules and
everything.
Cuts down a lot of those likemeetings that are maybe not as
(12:57):
necessary.
So love that one.
I will say I've actually hadsome people suggest um, like, I
think it's Google Vids.
I haven't tried it yet, so Idon't actually know what it is,
but that is potentiallysomething that will get swapped
out in the future.
Um, if I have a chance to kindof play around with Google Vids
(13:18):
and see if that actually worksor not for me.
Yeah.
SPEAKER_00 (13:22):
Why do you like
recording videos through Loom
versus just like getting on aZoom by yourself and recording
and sharing your screen?
Is there a difference?
SPEAKER_01 (13:32):
Um this storage, I
think, piece of things.
So Loom, you don't have to worryabout additional, you know how
like for um Zoom you can recordlike to your laptop or like to
your desktop or have like theirstorage.
I found that Zoom's storageoptions are like a lot more
(13:53):
limited.
And then if I just do it to mydesktop, then I have to upload
it to uh YouTube, make itunlisted and do all of that.
And it's just additional extrasteps where Loom, like I just
have like the uh desktop app.
So I just click it, record it,and then it just like goes up,
click the the link and share itwith my client or whoever I want
(14:16):
to share it with.
Um and you can also kind of likemore easily edit um if you if
you need to like make someadjustments and stuff, you can
make some adjustments right inthere as well.
SPEAKER_00 (14:26):
Yeah, that's what I
figured that it's easier to
share through Loom.
And Loom is such a good tool,like you were saying, for people
who do marketing or for somebodywho does SEO or even like for my
VA who like I'm happy for her toknow how to do all the things
and me never to know how to doall the things.
But also I'm aware, likesometimes I'm like, okay, can
you record a video showing mehow to do that?
(14:48):
Because like you may not be hereforever.
You may not be my VA forever.
And so I think it's really ahelpful tool to be able to just
like walk through, walk somebodythrough something quickly.
And like it's helpful for mebecause then I can go back and
reference the video as manytimes as I need to without
having to bug her and be like,wait, where did you say I was
supposed to go for that?
SPEAKER_01 (15:08):
Yeah, so I actually
do all of my when I build an
actual strategy for clients, Irecord, I do it in phases, but I
record a video presenting eitherthe market research brand
strategy or the marketingstrategy.
They get all three.
Um, but it's really nice.
So they then have that recordingthat they can watch, you know,
(15:31):
three months, six months, a yearfrom now to reference.
They also get the actualstrategy, but sometimes you
don't really remember the likenuance or um what I meant by a
certain thing.
So you can go back and watchthose as well.
But I also use it as like SOPsfor my VA.
I just had a client um where weneed to build out a webinar page
(15:54):
on their website.
So I was talking to their webteam and he was like, I think we
actually have a page that youcould just duplicate and like
use this.
So he did a Loom for me and wehad like already scheduled a
call.
And I was like, all right, let'swe can cancel that call now.
Like I have my answer.
So it was really nice in thatregard where you know, we just
quickly could kind of come upwith a solution and then not
(16:16):
have to have a scheduled callfor it.
SPEAKER_00 (16:18):
Yeah, that's
awesome.
It's the new updated version oflike this meeting could have
been an email.
Yes.
unknown (16:24):
Yes.
SPEAKER_00 (16:26):
Okay, what about
beautiful AI?
SPEAKER_01 (16:29):
So this is a tool
that I think is probably a lot
less well known.
Um, so it's basically apresentation builder.
Um, that's AI.
So they have kind of like thesesmart slides where you can um
choose a template.
It kind of like automaticallyresizes things for you and
everything.
So the the way I know them is Iactually was approached by them
(16:52):
to do a partnership.
Um, so luckily I have freeaccess to the account.
If I didn't, I'm not sure if Iwould still use it.
I mean, I love it, but I'm Ithink my brain would be like,
well, I have Canvas, so I don'tnecessarily need this.
It would take me a lot longer tobuild things in Canva or Google
Slides or something like that,where beautiful AI, they just
(17:14):
already have these like reallynice sleek templates.
It just works really well.
So actually, all of my client umstrategies and everything are
built right in there.
So I already kind of have like abase right there.
So again, that's potentiallykind of a cost of switching
piece of things.
I also, like I said, with Canva,I'm not a full-blown designer.
(17:39):
So spending time on like movingthings around and making sure it
looks really nice is like notreally where I want to be
spending my time or not whereI'm shining the best.
Um, I'm much more better on likethe strategy analytical side of
things.
So if I can focus on that andputting that together and having
something that is going to helpme present that in a way that is
(18:01):
really easy to digest for myclients, that's really the the
biggest piece for me there.
SPEAKER_00 (18:08):
Yeah, I can see how
that would be really beneficial
if you were like a speaker oryou taught a lot of courses or
did a lot of presentations.
It it would save you a ton oftime.
SPEAKER_01 (18:18):
Yeah, yeah, I really
I love it.
It's um it definitely saves me.
I should actually that I wasgonna say I should see how long
it would take me to build inCanva versus beautiful AI, but I
already know it'd be hourscompared to And it still
probably wouldn't look as good.
SPEAKER_00 (18:35):
No, no, it
definitely would not.
That's awesome.
I'll definitely have to checkthat out.
I've never heard of that one.
And so um, while we're talkingabout AI, let's talk about Chat
GPT, because that's the one thatyou were keeping.
Tell me how you use chat.
SPEAKER_01 (18:49):
Um, so I use chat.
So if we're going back toFathom, sometimes I have it help
with summarizing a transcript inlike a more easily digestible
way.
Um, I sometimes will actuallysay, hey, what are the biggest
insights from this call?
And then I actually use that formy content.
So instead of having to rememberthings that I said on a call
(19:11):
that would apply to other peoplethat I want to share in my
content, um, I just have it kindof spit out some insights and
then I'll say, oh, okay, cool.
And then I write it for myself.
Um sometimes I do have it helpwith some copywriting, obviously
not the best for that, but Isometimes just need that kind of
like base to go off of, and thenI can, you know, make all the
(19:35):
adjustments to it.
Um analyzing data, doing someresearch, a lot of a lot of
tasks, honestly.
Obviously, it's not always thethe best and the most accurate,
but it does help kind of speedup some of some of the process
for me.
SPEAKER_00 (19:55):
Yeah.
And do you use it much for likemarketing, whether it's for
yourself or your clients or likecopywriting, content creation,
that kind of stuff, or is itmore, do you use it more for
like brainstorming ideas andthen you do your own words?
SPEAKER_01 (20:10):
Um, it's definitely
a lot more kind of
brainstorming, where I'm almosttrying to use it as a little bit
more of a thought partner um tohelp kind of get me kind of
going.
But every now and then I willsay, like, okay, now can you
take this and turn it into aLinkedIn post or take this and
turn it into an email orsomething like that?
(20:31):
Um, I'm pretty much never happywith what it exactly spits out.
Um, but it at least gives methat base to start from.
So I'm not starting fromscratch.
Again, it speeds up the processfor me a little bit.
Um, so I can kind of make itsound like me.
I can put in kind of the thereally key pieces that I think
(20:54):
are the most important forwhatever that that content piece
is.
SPEAKER_00 (20:58):
Yeah.
I use it that way a lot whenit's something that I've already
written myself, but then I'llput it into chat and say, can
you optimize this post forFacebook, Instagram, and
LinkedIn?
And it's still basically thesame post, but written in a
little bit of a differentformat.
And I don't know if it'sactually optimized for LinkedIn.
I mean, it's more optimized thanit would be if I wrote it, I
(21:18):
guess.
So just go with it.
But yeah, I think it's superhelpful for that kind of thing.
And, you know, I everybody's gottheir opinions about chat and AI
and how we're using it.
And I would, if I had a magicwand, I would totally go back to
the days when we didn't havesmartphones and we didn't have
social media and we didn't haveChat GPT, but I can't do that.
(21:41):
So I have gotten on board andembraced it, figured out how to
use it in a way that is reallyeffective for me.
And yeah, like you said, there'ssometimes it saves me so much
time when there's like asentence or like something that
I'm trying to say, and I knowwhat I'm trying to say, but I
know the way that I'm saying itdoesn't make sense.
Or it doesn't like sound, I knowthere's a better way to say it.
(22:03):
And it's so nice to just be ableto put it in there and be like,
what am I actually trying tosay?
Or like, can you make this moreconcise or more clear?
Otherwise, I would have sat herefor probably 30 minutes trying
to figure out how to rewrite it.
And I love it.
Yeah.
SPEAKER_01 (22:16):
I was gonna say I
use it for that a lot too.
And like to kind of piggybackoff what you're saying, AI, love
or hate it, you know, it's here.
And if you don't want to use it,that's totally fine.
But I also think thatunderstanding how you work and
what would be the mostsupportive for you is actually
(22:36):
kind of the best way to use,whether it's Chat GPT, Claude,
or any, you know, AI, um,understanding kind of what would
be the most supportive for youis probably the best way to
utilize it.
unknown (22:49):
Yeah.
SPEAKER_01 (22:49):
Kind of also
understanding just kind of how
AI works and everything too isreally helpful.
But yeah, I think that's kind ofthe approach I take, the
approach I always kind ofrecommend for my clients to take
as well.
Yeah.
SPEAKER_00 (23:01):
And did you try
other things like Claude or
things like that and come backto Chat GPT?
Or have you always been withchat?
SPEAKER_01 (23:09):
Um, I'm pretty much
always been with chat.
I did try Claude, um, it feelslike a million years ago,
probably was not that long ago.
Last week.
Um, and I well, I was gonna say,I have recently, I was like
really annoyed with ChatGPTearlier, um, the newest version.
I was like, this is not givingme what I used, like it's just
not as good as what I used toget.
(23:30):
So I had considered, you know,checking out Claude again.
Um, but I got Chat GPT back onmy side.
So we're we're sticking with itfor now.
And I and I don't want to havemultiple subscriptions and
everything.
I know there's a lot of businessowners out there that do use
both because they're better fordifferent tasks and everything.
But I think that's just I'm I'mtrying to consolidate this year.
(23:53):
I don't need to add more.
SPEAKER_00 (23:55):
Yeah, yeah.
I tried going to Claude, andwe'll talk about this when we
go, talk about Zoom and GoogleMeet, but I had the same issue
that I had with that, which waslike, I was like, yeah, this is
good.
But then it was like, I don'tknow where all the things are,
and it doesn't know all thethings that ChatGPT already
knows.
And I've got folders set up inChatGPT and I've got bots in
(24:17):
Chat GPT, and it knows thethings.
And so I just like I tried andthen I was like, okay, let me go
back to my little comfort zone.
SPEAKER_01 (24:25):
Yeah, I was gonna
say, I've like feel like I've
trained Chat GPT pretty good tokind of like understand what I'm
actually looking for.
Yeah.
Um, and everything.
SPEAKER_00 (24:34):
So yeah, and I think
that's an important point too
with your list for the year, isthat there's not a ton of things
that you are swapping out orgetting rid of, right?
But like, and I think that'simportant too because there are
so many things.
Like I recently switched my CRMto FG funnels, which is like
just so I love it so much for somany reasons, but it is not
(24:57):
intuitive and it is not easy touse.
And so it has just likeoverloaded my brain capacity.
So it might be not thatcomplicated to switch to Google
Me.
It might not be that complicatedto switch to Claude, but for my
brain right now, like I gotta doone thing at a time.
And so I like that about yourlist too.
It's very constrained.
It's not like, okay, we're gonnachange 10 things this year.
(25:19):
I would I would not be able tohandle that.
SPEAKER_01 (25:22):
Your girl does not
do well with change in general,
so I would not be able to dothat.
SPEAKER_00 (25:26):
Yeah, I totally get
it.
Okay, one of the other ones thatyou mentioned that you were
keeping is later.
What does that do?
SPEAKER_01 (25:33):
That is essentially
it allows me to schedule my
content so I can write mycontent um ahead of time, create
the graphics and everything, andthen have just schedule it to go
out.
Um, so back in the day, Iactually used to be a social
media manager.
That's just been always thehabit I've been in is write
content ahead of time, batch it,schedule it, and then it just
(25:55):
kind of goes out.
Um, so that just allows me toeasily do that.
A lot of the platforms you canschedule natively through.
Um, but I like to because I'mscheduling for like multiple
things.
I also have another businessthat I schedule for.
So just being able to see it onlike a calendar of when I have
what going out for each platformis just it makes it so much
(26:18):
clearer for me of like, okay, Ineed to write content for this
now or this now and kind of mapout what I need to do and what I
need to prioritize.
SPEAKER_00 (26:28):
Yeah.
Does it also show you likeanalytics and things like that?
It does.
SPEAKER_01 (26:32):
Yep.
Awesome.
I mostly use the more likenative platform analytics, but
sometimes I will peek into thelater's analytics because it has
a little bit differentinformation.
SPEAKER_00 (26:44):
Yeah.
I use Metrocool, which issimilar for scheduling in
advance.
And one of the things that Ilike about it is after you've
been using it for a while, itwill show you on the calendar.
Like I can switch it toInstagram mode and it will show
me on the calendar.
Like 92% of people are lookingat your stuff at 1 p.m.
And so I know, like, okay, thisis the best time to schedule it,
which has made things a littlemore intentional and strategic
(27:05):
rather than just like, I guessI'll post this now because I
just thought of it.
SPEAKER_01 (27:09):
Yeah, yeah.
Later does something similartoo.
SPEAKER_00 (27:11):
Yeah, that's
awesome.
Okay, and then the last one youhave that you're keeping this
year is clickup.
How are you using that?
SPEAKER_01 (27:17):
That is essentially
my project management.
Um, it's just me, so not allthat.
SPEAKER_00 (27:25):
But there's a lot of
projects to manage.
SPEAKER_01 (27:27):
There are a lot of
projects to manage, and it also
just is easier for like a while.
I I've always been kind of likea pen and paper girl.
I switched to digital for awhile with one of my previous
businesses.
Um, and then I went back toplanner because I had a planner
company, so I was using my ownplanner.
Um, and then I realized that itjust I was being overly
(27:51):
ambitious every single day, andI was not crossing everything
off of my to-do list.
So things got moved to the nextday, to the next day, to the
next day, and everything wasjust a mess.
And it was actually making itharder for my brain to
understand what I needed to do.
So I was like, I need to go backto digital.
So I used clickup all last year,really liked it.
(28:11):
Super easy.
I had someone help me set it up.
Um, and I also have the app.
So if I in the shower and Iremember I need to do something,
I can just, you know, once I'mout, add it in without having to
go down or find my laptop andadd it.
So, or my planner or whatever,you know, other methods I was
(28:34):
using.
Um, so I could just kind of justdo it right from my phone and it
made it a lot easier.
So um, it just made it easierfor me to not have such a
cluttered brain.
Yeah.
SPEAKER_00 (28:45):
Yeah.
I think having something likethat is really helpful when you,
I mean, I don't know if this isjust people with ADHD or if
other people are like this too,but when you have like 98 great
ideas a day and most of themhappen in the shower, and most
of them I don't remember like 30seconds after I had them.
So to be able to, especially nowthat we can like voice to text,
(29:06):
to be able to say, like, hey, Ijust had this great idea, make a
note of it so I can come back toit later has been really, really
helpful.
SPEAKER_01 (29:14):
Yeah, definitely.
Uh that's so funny.
Yeah, I actually used to have awhiteboard.
I put a whiteboard in my bedroomso I could write down my shower
thoughts.
Oh, Mallory's great idea.
SPEAKER_00 (29:26):
See, I just put a
dry erase marker in the shower.
SPEAKER_01 (29:29):
That's I mean,
that's way more efficient.
I'd have to repeat it until Igot out of the shower.
SPEAKER_00 (29:35):
Exactly.
Yeah.
My um VA created we communicatewith each other through Slack,
and she created a Slack channelvery early on in our
relationship called Braindump.
And she was like, How aboutevery great idea you just put in
here?
Because it was like the otherchannels were for things that we
were actually executing on andthings that were really
happening.
(29:55):
And I was like, What about thisgreat idea?
What if we do this?
And what if we tried this?
And she was like, Okay, let'sput all these over here.
And she's very great about like,you know, I've moved on.
I had 50 great ideas since thatone.
And she's very good about comingback to like, remember that
great idea you had 50 ideas ago?
Do you still want to do that orno?
And I'm like, what?
I didn't did I come up withthat?
Oh, what a great idea again.
SPEAKER_01 (30:16):
Honestly, that's
actually a really good idea.
I might have to add a channel umto brain dump all my ideas in.
SPEAKER_00 (30:23):
It's very helpful.
Yeah.
Or even just having like a likevoice note section where I can
just every time I think ofsomething, I can record it into
there on my phone is reallyhelpful for keeping track of
stuff.
Yeah.
Okay, awesome.
So those are the things thatyou're keeping this year.
Let's talk about the things thatyou are ditching.
Okay, there's only one and ithurts my heart.
So please help me.
SPEAKER_01 (30:48):
Yep, it is um
zapier.
And the only reason I'm ditchingthis is because I kind of
changed, and it actually goeswith swapping.
Um, so we'll just skip ahead.
I'm swapping Moxie, which was myold CRM for Honey Book, which is
(31:08):
actually funny because it wasHoney Book, then Moxie, then I
went back to Honey Book.
But I am ditching Xapier becausewe had set up a bunch of
automations and everything forMoxie.
And since I wasn't using thatanymore, I changed that.
And then I also am kind ofchanging how I've done proposals
(31:29):
previously.
So I was typically just doingthem right through my CRM,
sending over, had the contract,had the you know, invoice and
things like that, um, which madeit really, really easy.
But I've kind of shifted intoworking with more organizations
that that's not their typicalprocess that they go through.
(31:52):
So I actually have switched backto creating my proposals in
Canva.
Um, depending on who it is,sometimes I will actually at the
very end be like, if you'reready to like move forward,
click here and it will take themto their um contract and
invoice.
So it just makes it a loteasier.
But sometimes it's just, youknow, let me know if you'd like
(32:12):
to move forward kind of a thing.
Um so I don't need all of thoseautomations as much.
So it would have been a a wasteof money, essentially.
So that's why I'm ditchingZapier.
Okay, that makes sense.
SPEAKER_00 (32:27):
So a lot of the
automations that you are still
using are directly in Honeybook.
Yes, exactly.
Okay, that works.
Yeah, I use Zapier a lot becauselike FG funnels I love so much
because there's so many thingsthat you can do inside of it,
but also it stresses me outbecause then you have like
everything in one place.
(32:48):
So, like if that goes down,everything goes down with it.
Um, so let's just all say alittle prayer that it never
happens.
But I also use other things, youknow, like I've had a lot of
luck with Eventbrite bringingpeople to my networking events.
I run ads on Eventbrite, they'resuper cheap.
I've gotten really good resultsfrom them.
(33:08):
And I also don't want to have tolike export the list of orders
from Eventbrite and then importit into FTFunnels.
And it's so much easier to justlike set up a zap and have all
that do it itself.
Um, so yeah, so you don't youdon't not love Zapier.
It's just not what you needright now.
SPEAKER_01 (33:26):
I was gonna say it's
not because I didn't like it or
anything like that.
It just was no longer necessaryfor for me personally.
SPEAKER_00 (33:34):
Yeah, totally makes
sense.
Anything else you want to addabout your decision to switch
from Moxie to Honey Book foryour CRM?
SPEAKER_01 (33:42):
Um I don't think so.
That was pretty much kind of thegist of it.
SPEAKER_00 (33:48):
Okay.
And do you use your CRM?
Is it primarily just for likekeeping track of your contacts
and reaching out to your emaillist and your current clients,
that kind of thing?
Or is does it do more than that?
SPEAKER_01 (34:01):
Um, I'm primarily
using it for like lead
generation.
Okay.
In not necessarily my emaillist, but all of my forms on my
website are um honeybook.
It's embedded from Honeybook.
Um, so anyone that contacts megets put into the CRM.
Obviously, sometimes it's youknow a spam email or something.
(34:24):
So I gotta remove them.
Um but it's just a little biteasier to kind of track, like I
can track what stage I havecertain people in and and things
like that, and kind of see if Ihave a project, like the
timeline of that, and kind ofsee what the overlap is so I
know what my next availabilityis and things along those lines.
SPEAKER_00 (34:47):
Okay, yeah, that
makes sense.
All right, so the last one thatyou're swapping, I didn't even
save this for last on purpose,but here we are.
You're swapping Zoom for GoogleMeet.
We are on Zoom currently, so theZoom gods are listening to us
and their feelings are alsohurt.
But tell us about your decisionto switch from Zoom to Google
Meet.
SPEAKER_01 (35:07):
Also, not a thing
because I don't like Zoom.
It is purely because I wasalready paying for Google Suite.
So I'm already paying for it.
I might as well use Google Meet.
Um, I'm not hosting big webinarsor meetings.
It's usually one-on-one or maybea couple of people.
(35:29):
Um, so I didn't really needanything really robust.
Google Meet um has been workinggreat.
Again, that was something that Itested out before I decided to
make this switch to see if Iliked it, to see if, you know, I
also asked all of my long-termclients if they would mind
because I wanted to make surewe're using tools that they
(35:52):
they're happy to use as well.
So it was kind of a longerprocess um because yeah, that
one was that one was probablythe hardest decision because I
was just like, I'm so used toZoom.
And like I was saying before wehit record, like it's been a
whole learning process.
I have to learn where all thebuttons are.
I still often don't know wherethey are and and everything.
(36:15):
But so far it's been a goodswitch.
And you know, we'll see how howthat one goes.
But it's been good so far.
SPEAKER_00 (36:23):
Yeah, we get so into
our comfort zones, and like I
just Zoom is so easy for me.
I know how to do all the things.
Although Zoom keeps addingthings that I'm like, what is
this?
I don't know how to do this.
What but somebody had a uh likecountdown the other day and it
like started making a noise whenthe countdown went off?
And I was like, oh, there's acountdown.
Now I have to learn this.
Um, but generally it's like,yeah, it feels like feels like a
(36:46):
little comfort zone, a littlesafety zone over here on Zoom.
Um, this is a very importantquestion.
Has Google Meet added a touch upmy appearance feature yet?
I'm not sure actually.
This is my biggest beef withgetting off of Zoom.
So we do this is TMI, but I'mgonna tell it anyway because
(37:09):
this whole conversation feelslike just like letting people
listen to a conversation betweentwo business besties.
We do couples counseling onvirtually, and I always want to
be like, dude, of all theplatforms that should have touch
up my appearance, it's this one.
Like, I don't need anythingthat's making me look worse
during this call.
I get on Zoom and I'm like, oh,I look so cute.
(37:31):
Because listen, I have touch upmy appearance turned all the way
up, people.
I will be honest about that.
And then I get on anotherplatform and I'm like, do I
really look like that?
What is happening right now?
So okay, you need to report backwhether Google Meet has added
touch up my appearance.
SPEAKER_01 (37:46):
I was gonna say, I'm
like such this is like also a
part of why I am looking, youknow, did this whole exercise
and everything.
I just like use such basicfeatures on everything in my
brain.
I'm like, I didn't even knowthat was an option on here.
You mean I could be lookingbetter on all of my calls?
SPEAKER_00 (38:04):
Well, I don't know
if you could, but I could.
Yeah, I don't need cat ears orto look like a rhinoceros.
I just need a little, a littlesmoothing here.
Okay, that's awesome.
This has been really good.
I told you at the beginning, Iwas like, I don't know if this
is gonna be really weird or ifthis was a great idea.
I think it was a great ideabecause I do too.
(38:26):
I really do feel like it gavepeople like it really was
listening to just two likebusiness friends have a
conversation about the decisionsthat they're making and what
they're using and what's workingand how they're making those
decisions.
And I love the transparency thatyou have on your Instagram and
in this conversation and um justappreciate you sharing your
thought processes and what'sworking for you.
(38:48):
And I think this has been reallyhelpful.
SPEAKER_01 (38:50):
Awesome.
Well, that makes me reallyhappy.
I love to uh share all thebehind the scenes.
And like I said, I'm nosy.
So I'm like, if I share, otherpeople will share and then I get
to know what's happening behindthe scenes too.
Yeah.
SPEAKER_00 (39:05):
So I'll put a link
to your Instagram in the show
notes so people can follow youthere.
You post some great content onInstagram.
If they want to know more aboutyou, about what you do, stay in
touch with you.
What other ways can they dothat?
SPEAKER_01 (39:17):
So Instagram,
definitely.
I'm also on threads or LinkedIn.
And then also my website haskind of all of all of the
things, which ismallardmusante.com.
SPEAKER_00 (39:29):
Awesome.
I will put the link to yourwebsite in the show notes and
also your social media so peoplecan connect with you.
And thank you again for comingand chatting with me.
SPEAKER_01 (39:38):
Yeah, thanks so much
for having me.