00:00.00

Preston Lee

Good day there and welcome to a particular q and a episode of freelance to founder. My title is Preston Lee with millo.co and becoming a member of me on the air as at all times is my good friend Clay Moseley from getdripify.com hey clay having fun with the brand new workplaces. Yeah.

 

00:12.97

Clay

What’s up man. Yeah, now that I’m moved ah transferring is transferring is the more serious.

 

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00:19.29

Preston Lee

Yeah, that’s no enjoyable till that’s all completed however new location austin Texas nonetheless however simply discovered a brand new workplace to work in you cool you posted? Yeah yeah, you’ve at all times cherished that metropolis so long as you’ve been there.

 

00:28.74

Clay

Yeah, we’re downtown downtown Austin now which is which is cool. Love the power love the power right here yeah it’s yeah cool, bizarre vibe. Ah.

 

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00:37.21

Preston Lee

Simply ah, simply only a cool vibe.

 

00:43.11

Preston Lee

Ah, properly good man. We’re gonna sort out this brief query right here at the moment from I’m pulling it up right here. We go ah from caesar or saad how are you need to say it. We’ll name it. We’ll name him caesar he says hey guys that is caesar from. Ah, information properly is his firm. My query is as I transfer into being a founder what sorts of instruments. Do you suggest to develop our enterprise. So um, let me give a bit of extra context. He says Caesar says they love to do chilly outreach. Ah there’s some completely different instruments that assist them discover electronic mail addresses or monitor if an electronic mail is opened or handle you buildil campaigns. He says there’s simply a number of choices on the market after which he says it may be overwhelming as a founder as we mature away from doing the whole lot in gmailgoogledocs and spreadsheets. What are the highest 5 instruments you suggest. We get in place to set ourselves up for long-term success. So the true query is greatest instruments as their their firm grows.

 

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01:47.17

Clay

Huh I imply and this can be a fairly loaded query. I imply it’s There’s okay, right here’s my philosophy on instruments. Um.

 

01:49.20

Preston Lee

Why do you say that.

 

02:00.12

Clay

I feel and I’ll simply say this as a result of the query was requested and I get requested this query rather a lot is like hey what’s your favourite software program for no matter. Um I feel initially I feel what somebody? what? what? each enterprise must do is to utterly whiteboard their course of.

 

02:05.90

Preston Lee

Good day.

 

02:17.88

Clay

Ah, for his or her gross sales pipeline from prospect to to new consumer to raving fan. What does that seem like no matter software program like utterly ignore software program after which what you do is.

 

02:32.70

Preston Lee

Yep.

 

02:36.61

Clay

What you do is while you wipe board it out you whiteboard it out in a approach the place you assume is ideal in an ideal world. How does that course of seem like proper? the whole lot from gross sales calls to onboarding to you realize challenge administration to you realize,? no matter proper. Um, and it’s in an ideal world. What does that seem like after which what you do is you exit and search for the instruments that may match that So like I can sit right here and like title so many alternative instruments however I’ve no freaking clue if that’s going to suit.

 

03:05.10

Preston Lee

Mm yeah.

 

03:13.97

Clay

This particular person’s course of.

 

03:15.75

Preston Lee

Yeah I had the identical thought after I learn the query I used to be like properly you realize there’s some primary instruments like for chilly outreach I might say like reply io I really like um, they’ve added so many cool options. there’s like for locating emails. There’s like Hunter. Or um and there’s similar to so many, however however I agree like like um to start with, recommending instruments is hard as a result of the explanation there are such a lot of completely different instruments apart from capitalism after all is is as a result of folks have so many alternative preferences like like so we work with.

 

03:34.20

Clay

Ah, her.

 

03:44.52

Clay

The.

 

03:47.89

Preston Lee

Lots of and and 1000’s of freelancers all of the time and and somebody could be diehard about like Freshbooks and one other particular person utterly hates freshbooks and so they actually are freelancers who do comparable work proper? and it’s it’s similar to such a private choice and so I’m with eucle I kind of hesitate to say listed below are the very best instruments.

 

03:52.47

Clay

Um, yeah.

 

04:06.96

Preston Lee

To make use of for me. It’s about like what instruments I feel I’ve I’ve swung each methods I’ve gone like all in on instruments and considering that’s going to be like you realize a very powerful piece of my enterprise after which I’ve gone tremendous easy and I feel I choose the latter like.

 

04:15.35

Clay

Um, yep.

 

04:23.30

Preston Lee

For me, It’s like what instruments get out of my approach the quickest they assist me get the job accomplished. However then they get out of my approach so I can do the true work as a result of I feel approach too typically. We find yourself like as a substitute of getting instruments that assist us with our processes we have now instruments that then we have now to construct processes simply to handle our instruments and it simply turns into this complete like.

 

04:39.42

Clay

Sure, it’s backwards I see it all of the time with um, for instance, high level or go high level as folks wish to refer it to um, are you acquainted. It’s ah it’s a brilliant common.

 

04:42.84

Preston Lee

Yeah, it’s completely backwards.

 

04:50.26

Preston Lee

I haven’t heard of that What’s that? no.

 

04:56.38

Clay

Marketing all in 1 advertising and marketing software program. Um, it does emails. It does s like sms textual content messaging it does. It’s a crm has a pipeline anyhow, it’s it has like the whole lot. Um, it’s what I exploit and so um, you realize.

 

05:01.98

Preston Lee

Oh yeah, okay I’m yeah I’m wanting it up proper now whereas we discuss. Okay, cool.

 

05:15.48

Clay

I Hate the interface I hate it. Um, the one cause I’m nonetheless utilizing it’s as a result of when you study it as a result of the educational curve is so high on this. However when you study it. It’s tremendous highly effective. It’s like probably the most highly effective advertising and marketing automation instrument that I’ve seen that it labored with however.

 

05:18.67

Preston Lee

Ah, yeah.

 

05:24.95

Preston Lee

Yeah.

 

05:34.82

Clay

Um, however anyhow to to your level That is this proper now’s a shiny object to a minimum of the circles that I’m in and persons are signing up for highlevel as a result of they assume it’s going to unravel all their advertising and marketing issues I’m like no, it’s a instrument. And so what they do is that they go signal join this factor which by the best way the folks at Highlevel they constructed this for companies not the tip person. Not not the chiropractor. Not the Hva ser however like however I’m seeing a complete bunch of those finish customers these small enterprise house owners signing up for it.

 

06:03.46

Preston Lee

Ah, bought it? Okay, yeah, yeah, yeah.

 

06:10.45

Clay

After which they’re like I don’t get it I don’t perceive how one can use it? Properly it wasn’t meant for you however they’re shopping for this factor after which they’re altering their processes and their programs to suit this software program and I’m like going again to my unique level like go whiteboard your shit out after which discover one thing that matches however they’re like.

 

06:12.38

Preston Lee

So yeah.

 

06:29.30

Clay

They’re making an attempt to leap on the bandwagon as a result of everyone’s signing up for this factor.

 

06:30.78

Preston Lee

yeah yeah I I skilled this after I labored at ah so I I moved from like extra of a conventional old-fashioned company setting an organization that had been round like in all probability over 100 years I don’t really know however a protracted time and um after which i. I bought employed I left that job and I bought employed at a tech startup that was just some years outdated actually high- techch guys I used to be working with like all fairly younger folks and um it was you realize, conventional tech startup and and and we used what’s that product by Adlassian Atlassian

 

06:50.57

Clay

The.

 

07:06.77

Preston Lee

Um I don’t bear in mind both I’m going to look it up whereas we’re speaking. Ah yeah I feel perhaps it was yeah that sounds proper? It’s kind of it’s kind of like a very advanced.

 

07:06.79

Clay

Ah I do know you’re speaking about I don’t bear in mind what it’s referred to as now now we’re each. We’re each googling it jira is a JiraJ I r a.

 

07:23.64

Clay

Yeah.

 

07:26.29

Preston Lee

As a result of I do know Atlassian purchased Trello which is sort of a kind of a drag and drop actually easy. However I feel yeah I feel Jira was it and and um it was like we spent I’ve spent in all probability I don’t know a 3rd of my day.

 

07:26.94

Clay

Yeah, oh.

 

07:43.26

Preston Lee

Managing my Jira Playing cards and no matter I don’t even bear in mind what they have been referred to as. It was similar to so difficult and and the and administration like wouldn’t allow us to you realize, not utterly fill out a card for that like if I needed to go use the restroom I really feel like I needed to fill out a Jira card and like give all of them the small print. It was ridiculous and I simply.

 

07:48.20

Clay

Um, yeah.

 

08:02.13

Preston Lee

I pushed again so arduous however they only held on to that and and I used to be similar to guys we’re losing a lot time simply managing the method as a substitute of getting a course of that will get will get enterprise accomplished I Hope hope you realize they’ve perhaps solved that downside since then however um, once more for me, It’s like simplify simplify.

 

08:15.52

Clay

Um, yeah, let’s the up.

 

08:20.96

Preston Lee

Simply because a instrument desires you so as to add classes and tags and dates and deadlines that doesn’t imply it’s a must to like if that’s useful use it if it’s not useful. Depart it alone. We used clickup for the longest time. Ah, and I feel we in all probability used like 20% of the options they provided as a result of it’s similar to you don’t.

 

08:24.43

Clay

The.

 

08:36.50

Clay

Yeah I really feel the identical approach like we we’re switching to notion for that notions like easy. Yeah, yeah, it’s very minimal.

 

08:38.70

Preston Lee

You don’t have to make use of it simply because it’s there.

 

08:45.96

Preston Lee

Um, yeah, yeah, they kind of delight themselves on being easy if I bear in mind proper.

 

08:54.32

Clay

Um I feel the whole lot’s really black and white for probably the most half. Um, however yeah I I feel ah you realize sorry caesar you’re in all probability not going to get satisfaction out of our solutions however like 2 issues is whiteboard your course of out and select software program that matches that after which. However simplify is what you mentioned.

 

09:11.76

Preston Lee

Yeah, sure, simply simply select one thing easy and I feel I feel our recommendation goes hand in hand proper? as a result of it’s like I’m simply saying like choose one thing that will get the job accomplished and also you’re saying work out what the job is to be accomplished first after which choose one thing that that accomplishes that so.

 

09:24.00

Clay

Um, yeah I need to make yet another level. Um, as a result of I get caught on this little circle the place I simply get the itch to modify software program proper? Yeah however like.

 

09:34.93

Preston Lee

Oh I used to be gonna say this similar factor. Yeah go for it. Yeah.

 

09:40.76

Clay

And and I’ll do that for stuff the place I’m like my present software program is working. Why do I need to change simply because I get bored proper and don’t be don’t observe that mild. Ah, don’t fall into that that entice as a result of if one thing’s working.

 

09:46.58

Preston Lee

Um.

 

09:57.69

Clay

Simply don’t even take into consideration switching. It’s working. Ah.

 

09:59.85

Preston Lee

Yep yep yeah or even when I might say even when it’s working like 90% like I okay so right here’s a very concrete instance I used to be on Mailchimp for the longest time like years like perhaps a decade on Mailchimp and um, this different software program.

 

10:09.91

Clay

Simply additional.

 

10:15.61

Preston Lee

Was it lively marketing campaign I feel was the opposite software program that they had this one characteristic that I actually wished to strive so I went by way of the horrible terrible technique of migrating tens of 1000’s of electronic mail addresses and buyer ah buyer.

 

10:24.40

Clay

Oh god.

 

10:30.76

Preston Lee

All the client information and no matter throughout to activeca importing it setting out all upsetting. It resetting up all my campaigns.. It’s all very handbook. It took Eternally. It was a ache studying the brand new software program as a result of it was all completely different after which I form of used this new characteristic however I didn’t actually take full benefit of it. In the meantime all the opposite like primary stuff that I needed to do frequently like sending only a typical electronic mail marketing campaign or a follow-up or like sign-up kinds. They have been all far more difficult mailchimp made them tremendous easy, an lively marketing campaign overcomplicated them and so so in the meantime I’m depressing.

 

10:59.82

Clay

Assisted.

 

11:06.19

Preston Lee

After which a yr later I simply switched again to mailchimp as a result of I simply I imply a part of it’s what you get used to proper? So take that with a grain of salt should you’re deciding between these 2 items of software program however like um I simply it wasn’t price it for that one characteristic for that 10% if it’s working eighty or ninety % similar to make do.

 

11:10.94

Clay

Um, yep.

 

11:22.67

Clay

Um, yep.

 

11:25.48

Preston Lee

With what you’ve bought and and keep it up and and keep it up for some time I really feel like folks have a tendency to modify like each each time you realize Pat Flynn says there’s a brand new software program that may make you wealthy or no matter folks will change over to it and it’s similar to look you realize.

 

11:42.13

Clay

Ah.

 

11:42.55

Preston Lee

It’s not that completely different and never that a lot better and significantly if it’s new. It’s not going to be higher than this factor that you simply’ve been utilizing for 10 years it’s going to lack numerous options. So yeah, yeah, yeah, so.

 

11:47.98

Clay

Yeah, it’ll have bugs too that I’ve bugs.

 

11:56.26

Preston Lee

Anyway, lot. Ah, clearly we have now or a minimum of I personally have some soapboxes on that individual subject. However caesar we hope that was useful man. Ah the true reality of the matter is we will’t offer you a listing of high 5 instruments. You need to be utilizing. Um, however that’s some these are some things to think about whilst you’re whilst you’re selecting instruments to assist.

 

11:59.23

Clay

Help with the.

 

12:15.58

Preston Lee

Develop your small business and we hope that was useful man better of luck to you as you as you develop your small business if you would like your query answered like caesar or not answered like we did for caesar at the moment. Ah you possibly can go to freelance to founder.com/ask.

 

12:17.79

Clay

Um.

 

12:29.67

Preston Lee

And simply fill out a fast kind there and we’ll reply your query on the air ship you the hyperlink to the podcast and you may hear in. Hopefully it’s useful to you and Clay Mosley from gitripify.com thanks a lot man, proper? Take care.

 

12:40.60

Clay

All proper see? ah.