microphone in the background with the text overlay, "Business Systems Made Easy with Jennie Lakenan" from The Organized Coach Podcast

Hey System Documentor,

If you’re feeling overwhelmed and frustrated because your business processes are chaotic and disorganized, then you are not alone!

Many coaches and entrepreneurs find themselves stuck in a never-ending cycle of wasted time and energy. Despite their best efforts, they may be spending hours searching for files, duplicating work, and struggling to maintain consistency. But there is a solution to this pain!

Listen to the conversation with Tracy Hoth and Jennie Lakenan about the importance of documenting processes and creating systems for coaching businesses. Discover how Jennie went from working long hours to only 25 hours a week by implementing processes and hiring a virtual assistant.

Jennie Lakenan is the go-to web designer for life coaches who want to have an amazing online presence. When she discovered coaching in 2018, her life transformed for the better. She quickly saw the need in the coaching industry for website services for coaches and founded her design agency. As a certified digital business consultant and certified life coach, her mission is to get more coaching into the world by helping other coaches promote and grow their businesses via extraordinary websites and strategic marketing.

The key moments in this episode are:

03:25 – Defining Systems and Processes,
09:02 – Documenting Infrequent Processes,
13:31 – The Definition of Creativity and Shifting Perspectives
14:35 – Starting the Documentation Process,
16:07 – Enhancing Documentation with Transcripts and Checklists,
20:52 – Adding Screenshots and Testing the Process,
27:13 – Identifying Tasks for Delegation,
28:07 – From 40-50 Hours to 25 Hours,
29:28 – The Time Audit Challenge,
30:16 – Storing Processes for Efficiency.

Your Systems Expert,

Tracy Hoth's Signature

Coral pink background with text overlay, Processes make it faster and effortless to get tasks done, saving energy and reducing the need to constantly recall information. It's like a hidden benefit that can significantly increase productivity." with Jennie Lakenan on The Organized Coach Podcast

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Transcript with time stamps:

I knew when I first started my podcast that I wanted to have Jennie Lakenan on the show because I heard her say something about she loved or was passionate about systems. And I thought, okay, anyone that’s passionate about systems needs to be on here to share her mindset about it. And it was really good. We talk on this episode about our mindset, shifts in how she looks at it in a creative way and she gives us some great shortcuts and ideas when it comes to creating systems and. Documenting them in your business.

So you won’t want to miss this. If you don’t know, Jennie Lakenan is the go-to web designer for life coaches. Her websites are absolutely stunning. You’ll want to get on our email list because she sends out emails with links to the new websites that are just out and I love looking at them.

They’re always so beautiful. But she also sends super useful information like YouTube videos and articles. She’s very generous with helping coaches enjoy this conversation with Jennie Lakenan around systems. Are you ready to work less, feel more organized and productive, streamline repetitive tasks and implement systems that allow your coaching business to run smoothly even without you? If so, you’re in the right place.

Welcome to The Organized Coach Podcast, your go-to source for practical tips and solutions. I’m your host, Tracy Hoth, professional organizer, certified life coach, simplifying expert, and most of all, down-to-earth fellow coach just like you. No matter if you think you’re missing the organizing gene, have ADHD or just love anything organizing, I’m here to help you become an organized coach with a business that works for you. Pull up a seat and let’s get started. This is going to be such a good conversation about systems.

Like, I’ve not seen anyone get as excited about systems when I heard Jennie Lakenan talk about it. So I have her as my guest today and I’m so excited to have you. Jennie, can you introduce yourself? Yeah. So my name is Jennie Lakenan, and really me in a nutshell is I’m sort of just the go to web designer for life coaches that want to look amazing online.

They want them to have an amazing online presence and they want it to be a really powerful tool for them. They want their website to be a really powerful tool to reduce friction and to make them look really credible and professional in whatever way that is for them. Yes, your websites are amazing. I’m on your email list, so every Wednesday I’m like, does she have a new one?

I always click through to look at it because it’s so beautiful and it’s kind of fun because Jennie lives in Kansas City near me. So we got together and met in person. Any other Kansas City life coaches reach out to me. We should have a meetup. That’d be so fun.

I know there are more than a handful of us here. We should do a meet-up sometime. Yes. Okay, let’s start by just talking about defining some terms. Systems: I hear sometimes people say processes.

I definitely hear ‘standard operating procedures’ or SOPs. What are your thoughts on those terms? There are definitely nuances to the definitions if you really go deep into the weeds, right? The way that I define a process is simply a set of step-by-step instructions on how to do a certain task. That’s how I define it.

It gives a standard way to do something. It makes sure everyone that’s involved, whether it’s just you or if you have a team, it makes sure that you all are doing the task the same way. Even if it’s just you, that you’re doing the task the same way from time to time, because then if you aren’t, then there’s inconsistency there for your clients. That’s how I define it. Then I use systems and processes sort of interchangeably.

I know some people would refer to processes as the step-by-step instructions, like I just said, and then the system is like how all of the processes connect together. Okay? I mean, you could kind of look at it different ways and then SOP or standard operating procedure. Again, some people define that as the step by step instructions, and then the process is the overall view of all the SOPs I don’t think it really matters, though, for the purposes of our conversation. I think that for the purposes of simplicity, I usually just stick with calling it a process.

Look at that set of instructions. Okay, so if we say any of those, we’re talking about the same thing on this episode. Just to clarify that in case I say something different, I’m talking about it all the same for today. One thing I notice that when I talk to people, coaches, is that they don’t think they have any processes or systems at all. They’re like, oh, I just kind of wing it.

I just go through I don’t have any. And what I find is it’s absolutely not true. They may not have it documented, but if I ask them, okay, how do you do this? They’ll tell me, Well, I have to open that, and then I go in there, and then I do this. And so I could document it right there with them, and now they have a documented system.

But even for me, when you said, well, you have to do it consistently too, I’m like, oh, as I’m doing my podcast and I’m developing a process for doing it, I’m noticing that I’m not doing it the same every time. And I’m like, okay, I got to get this. I want to be able to do it step by step and follow the steps. But I notice for myself, I’m like, woohoo. Or I get interrupted or I do that and I don’t come back to it, or I do it differently this time, or I’m trying something, and I think that’s a gradual process, too, like figuring it out.

What are your thoughts on that? Yeah, I think that you’ve got to do it a few times without really bothering to document it. And by document, we just mean, like, write it down somewhere. Right. How you did it.

I think that doing it a few times at least, I actually was just doing it this morning. I still edit all of my own social videos because I’ve just started posting them more consistently in the last, like, six months. Still, I still edit all of them myself, and I’m sitting there, like, doing the little editing on Cap Cut on my phone, and I’m like, I really need to document this so I could have my assistant do it or somebody else do it, but I’m still figuring out how I want it done. Right.

I’m still kind of trying different things and tweaking and there’s a balance to be found there. Right. You don’t want to document too early because then you risk kind of, like, having to really edit that documentation a lot later. Right. And so that’s why I haven’t documented it yet, because I’m like, this is probably going to change as I kind of optimize it.

But then you want to get to a point where, yeah, you can write it down so that, A, you could hand it off or delegate it, and or B, the next time you do it, it massively reduces your brain power, because you can just look at the process and not have to remember and recall every time how to do it. And it makes it faster for you to do it too. I think that’s like the hidden benefit of processes, even if it’s just for your business, like you’re a solopreneur. Is that it’s? Incredibly, we don’t realize how exhausting it is to have to recall information and figure out how to do the thing that we haven’t touched in a month.

How do I edit my home page again? How do I log into my website? The time and effort to recall that information is exhausting. And so having it written down somewhere, even if it’s just a simple 12345 bulleted list, it can really save you a lot of energy and time. Yes.

As I start to write things down in lists, I mean, I’m just doing it in a Google Doc, and I love using the little square instead of a bullet. It makes a little square. That just makes me so happy because then you can put a little check mark in it. If you ever were to or wanted to print that out or laminate it or have it where you could actually check things off as you go, or you could do it online too, just pull it up. So something you said, make me think about this, because this is what I find.

Let’s say I do a webinar and I have to create all these things, but then I don’t do it again for another two months and then I kind of forget how to do it. Or one time I made a video of me doing it, but then it was so long until I had to do it again that I don’t even know where that video was. And when we were talking about we do something several times before we document it. In that case I’m like, what do you do for that? Because I don’t do it often enough to even remember what I did or to practice doing it.

That’s a good question. I would just say how painful is it to have to remember to do it the next time? If it’s not that painful and you’re like, yeah, I’ll just figure it out. I know some people that are that way, they don’t care to document much because they don’t mind just having to figure it out the next time. Then cool, don’t document it if that works for you.

But if you’re getting around to and you know that tech and figuring out stuff like webinars and you know that’s super painful for you to have to figure out how to do again, then document it the first time you do it, even if the second time is going to be kind of different. And so you may need to adjust that process, but just having something to start with is going to save you a lot of pain later. Then do it the first time. Document it the first time. And even if it’s just like a screen share video where you’re kind of like just talking to yourself, reminding yourself like, well, remember step one was that we did this page and then the step two was the thank you page and then this is how you connected them.

Then the email, autoresponder, whatever it is, it sounds like you’d be doing yourself a future favor, your future self a favor if that is your personality where you struggle. That’s a really good point is to measure how much brain power you are taking up by doing that, like you had said earlier, and by how hard it is to figure it out again the next time. The other thing I’ve done in that instance is because I can’t remember how to do it, I’ll do a Google search and the same video I’ll go, oh yeah, that’s the guy I watched last time. And so I started saving the link to that in my BOOKMARKS bar, which I had a video or a podcast come out about organizing your BOOKMARKS bar. But that’s been super helpful, even having so I don’t have to record the process.

He’s telling me. But have that video there for me to watch. Which is what you do for your clients, I’m guessing is you have a lot of instructional how to videos so they don’t have to make their own process, but they have you having done it for them. Yeah, I have a YouTube channel that’s got a lot of tutorials on it and also on my clients websites. After we launch them, I always install like, a set of video tutorials on the back end so that they can learn how to edit the site themselves and know how WordPress works and all of that and really empower them to do that.

You bring up a really great point that, especially when you’re a solopreneur, if you don’t have a team, a lot of the processes that you create aren’t necessarily going to be ones that you have to record. If you’re doing a video version, you can save tutorials that you find and then maybe just you can link it in a Google Doc and then just notate below the video link. Like, oh, and this is what I had to do differently to make it work for me. And then that saves you the time of having to make your own process, your own. SOP why do you think, first of all, you’re so passionate about processes?

That’s a really good question. People ask me why do you do that because it’s not really what I do. Right. I do web design, which has some overlap with systems and processes in business. Right.

But I love processes because I just see it as like this thing that reduces so much friction and makes life so much easier and saves you time and energy. And I’m a business owner, but I’m also a mom. Like I have three little kids and a marriage and these other things in my life that I want to carve out time for and creating systems and being able to hand them off to my team or if I’m the one doing the task, being able to just make it really quick and effortless for me to get it done. It just means that there’s more time for my family, there’s more time for myself and my own self care. There’s more time to connect with my clients and get in Facebook groups that I hang out in where a lot of my ideal client hangs out and provide value.

Just it makes it so much easier to do all of those things. So anytime that I feel like I’m like hacking, like anytime I can make an automation that does something and connects with one of my systems and just reduces friction, I’m just like, OOH, goody, that’s just going to make my life so much easier. And I just get this such a jolt of dopamine. Yes. That’s what I think we need to do.

All of us that aren’t as excited about it. We need to remember the benefit and I mean, picture ourselves like a little secret detective. I don’t know how I’m picturing this little guy in my mind finding all these solutions. Yeah, for sure. Well, and I think part of it just comes down to it’s the way that I love to create.

Like, I was listening to one of Jodi Moore’s latest podcast episodes and she was talking about creativity and how creativity isn’t just about making art and music, which is like a lot of what we think of when we hear the word creativity, maybe. It’s also like writing copy is creative work, and graphic design would be creative work. Creating processes for me is such creative work. It fills that cup for me. I think that’s part of it, too, is it’s where I enjoy creating in the world.

I love that. And I think so many people think about it like, oh, this is drudgery. But if we just shift our thought to, this is creative work, and it has such a big benefit for my time, for how I want to spend it, for my relationships, my business, it totally shifts things. Yeah, and that’s definitely self coaching work we can do to get us to get more excited about them. And also, there are people like you and me when it comes to the website portion of it that you can hire if you want to, just not have to coach yourself about it.

But it is work worth doing, I think. Yeah, well, let’s go through. So someone coach is sitting out there listening, and they’re like, I have nothing started, I have nothing documented. Yes. Maybe they realize they do have some systems based on they get things done, so they must have some sort of process they go through.

How would you guide them? Or what would you say? How do you do it? I’ll just tell you what I do to make a process. First, I have a video recording tool that I use called Loom, and I hit record on Loom and I just start sharing my screen.

You can also use zoom to record yourself, just like you in your own little zoom room all by yourself to share your screen and hit record. And I record a screen share video of me walking through whatever it is that I’m doing, whatever I’m trying to document, let’s say it’s, how to edit one of my videos for social media. I just walk through the video, use as many UMS and Oz as I need to. I don’t try to make it perfect. This is just for internal use, right?

We’re not recording this for anybody else. I just walk through the tasks doing it. I try to keep the video under like ten minutes, just because it gets kind of cumbersome to rewatch after that, either for you or your team. And the chances are if it’s a longer than like ten or 15 minutes video, it’s probably more than one process anyway. Or you could split it up, and then when I’m done, I just hit my hit stop recording and that file will automatically sort of save itself either to the Loom cloud or to the zoom cloud so you can reference it.

The second thing that I do after I record it is I generate a transcript from the video recording. So if you’re using Loom, it actually creates a transcript for you, which is so nice. And they even just started using AI to even outline chapters and stuff. I’m not affiliated with Loom or anything, I just use it all the time. And if you’re using zoom to record yourself though, they have add ons that you can use.

I think one is called like fathom AI to generate a transcript for you as well. So that should never be something that you have to do manually. Okay, let me stop for just a second. So I did notice in Loom, which I was so excited that now they’re titling your videos better, which I just saw that the other day. And I’m like, finally.

I hate when the video just has some random I don’t know how they used to do it, but now I loved how they titled the most recent one I made. And then I did see where the transcripts are in there. So when you said that you use AI to make chapters, is that in Loom or is that do you go into something else? Yeah, so actually Loom as part of that update, where now they will auto generate a title that is based on the transcript, basically like they’re kind of pulling, oh, this is what we think this video is about. And they’re naming it.

If you look below the video, there’s a little chapter section that they’re also auto filling with basically based on the transcript. And they have timestamps so you can remember, oh, halfway through the video I was talking about how to open Instagram and upload the graphic and you can just click to that section if you want to, is really nice. Okay, cool. Yes, we’ve got our video and then we’ve got the transcript that is generated automatically for us using either a Loom or a zoom add on. If you’re using zoom and the transcript part is optional, I will say, but it does just make it faster to actually create the next step, which is something that I like to do is I like to have a written checklist that I create based on whatever I talk through in the video.

And the idea is that the first time a new person is going to be doing this task, or if it’s been months since you’ve done it and you just want to refresh yourself, you could watch the whole video again. But after that, if you’re doing this task once every two weeks or something, you’re not going to have to want to rewatch the video every time that’s a hassle. So you create a written, like basically a checklist from the video transcript and it’s basically just like a bullet pointed how to kind of showing you how to do the thing or talking through how to do it. I use that checklist and you can just skim that to kind of refresh yourself if you need, the next time you need to do the task, or if someone on your team can watch the video once to train themselves and then they can just sort of reference the checklist moving forward. And the way that I create that transcript, the checklist, I should say, the way that we used to do it was all manual before transcripts and AI, I would hand it to my assistant and she would watch the video and pause like every 10 seconds and create the next bullet.

Yes, bless her, she spent the first month after I hired her just doing that, like documenting processes and she stuck around. I’m so grateful she’s still with me. But now though, I think a way easier way to do it, to create that checklist is to copy the transcript and then paste it into Chat GPT and say, generate me a bullet point checklist. Like. SOP basically, based on this transcript, and you can give it a little more instruction that a little more context, that’ll help it to generate something that’s a little bit better.

It’s still not going to be perfect, but the checklist that Chad GPT or a Jasper or whatever the AI tool is that you’re using will create is a much faster starting point than creating the checklist from scratch from the video. Yeah. That’s amazing. That is. And I was looking at an example of yours where you put the transcript in.

Is there a limit on the length of the transcript that you can put in? Yeah, there often will be. I don’t remember what the Tatchi BT used to have like a pretty, I don’t know, 3000 word limit or something like that, but I’ve put in some pretty long blog posts lately and it hasn’t hit that limit. So I’m not sure as of today’s date what the word limit is. Okay.

But yeah, that is a factor. And so what I do is I just split up the transcript into multiple chunks. I’ll just do it in a couple of different I’ll say here, do part one and I’ll paste in half the transcript and then do part two after that. Yeah, then what’s your next step? So you have the video, you get the transcript, you make a checklist.

So you have a written checklist and you have a video. Yes. So the next thing to do is to add screenshots. So I find that unless a process is really simple that you’re going to want to have at least a few screenshots kind of embedded in the checklist, like in the appropriate places where that screenshot is going to visually show what maybe is a tricky step in the checklist. Just, hey, click this button, it’s in the top right corner, but it’s kind of hidden in a drop down.

Okay, well, let’s make the drop down appear and then we’ll take a screenshot so that they know that it’s hidden. The person that’s doing it can find it. Adding screenshots where things might be a little bit hard to follow can be really useful and then test the process. So if you’re a solopreneur, you’ll just wait a week and you’ll test it yourself, that probably just the next time that you’re using it. But if you have a team, have a team member actually use the process to do the work and give you feedback, chances are they’re going to see areas where you need more detail that you missed a step and you can edit it based on their feedback, basically.

The way that I approach this too, is some people are like, oh, if I missed a step, then I have to rerecord the video. It’s like a whole thing. I don’t typically rerecord a video unless I massively messed it up and we’re changing everything. I usually just tweak the written checklist based on my team’s input.

As we move forward, too, our standard is that the video is to help train you. But the checklist is the bible that is what is the most up to date information. So whatever is in the checklist will always trump if I show something in a video that’s a little bit different, the checklist is always going to be more up to date. Oh, that’s a good thing to think about too. Yes, for sure.

I will say too, I know some companies that prefer not to do video, SOPs they’d only have the written checklist just because of that fact that it’s easier to keep updated. But I think video is just such a useful medium for showing how to do things. If a picture speaks 1000 words, a video is like 50,000 words. A checklist just can be if it’s so detailed that it gives them all the information they need. But that can make it really overwhelming as well to consume.

So keeping the checklist a little more high level and then having the video be the kind of like in the weeds just helps everyone who learns different ways with video. Someone with written and that’s what I. Hear people say too, is that they hate videos and they only use a checklist or they love the video watching the video because they’re very visual. So that combination of the two of them with that you said that the checklist has the final say and I love that you can speed up watching back a video. How did we live before that?

I don’t know. We didn’t. I know that I’ve kind of played with and I think it’s Scribe how that’s what you have had written down too, that have you used that? What is your thought about those alternative tools?

Yeah, Scribe how and then the other one is called Tango. I think those are pretty good alternative tools, and what they do is you click play, but it doesn’t record your screen like a Zoom recording or a Loom does. It actually sort of helps you create a process by tracking where you’re clicking on the screen and creating screenshots and written steps around those clicks. I think they can be really useful. It just depends on your use case.

I find that for me, when I get into the back end of a website, they don’t accurately track where I’m clicking. I think it’s just because of the way the website builder works and the way that those tools overlay the page, they just can’t do it. It makes it clunky for me. But I think that if you’re not trying to create SOPs about the back end of a like, it’s just more traditional stuff. Like, here’s how to edit a Google Doc and upload a graphic to my social media.

Or whatever, then they’re definitely worth trying out. Because they take the screenshot for you, they create the written step for you, and that can be really time saving. Yeah, I’ve tried that, and for me, it was overwhelming to go back and edit it because it had so many wrong screenshots or steps. And so maybe it gets better as you use it or you get better at it, but it was just like, oh my gosh, now I’m going to have to go back and edit, and then if there’s a step missing, I don’t know how to get it in there. So I don’t know.

I thought it was hard, but I’m sure there’s people that absolutely love it and it works great. My other question for you is where do you think is a good place to start documenting your processes? One of the main benefits of process, right, is so that we can hand off our work eventually. You can hire a VA or you can hire someone to kind of take some of this off your shoulders. The place that I actually like to start is actually a little bit more of a which this falls more into your expertise, is a little bit more of like a time audit.

This is what I did for myself when I first started creating. SOPs I literally wrote down everything that I do in the business in a spreadsheet. Everything got a row. Emailing clients, designing web pages, uploading Instagram, graphics, editing Instagram, whatever it is. And obviously the coaching, you can put that in there too.

Like, I coach in my business. If you’re a coach and do that over the course of like a week or two, and then after you kind of feel like you got, okay, this is like a pretty robust list of everything that I do. I evaluated each of those things based on sort of three criteria. Am I good at this? Do I like it.

Is it profitable when I’m the one doing it? So coaching, if you’re a life coach, probably that coaching task for you is going to get all three of those check marks, right? It is profitable. Like, you’re the one that primarily needs to handle that.

You’re the only one that can right now. You’re good at it and hopefully you like it, right? Yeah. But uploading Instagram graphics, like, well, maybe you’re good at it, but you probably don’t really like it. And it’s probably not profitable when you do it.

That one might only get one checkmark. I do that for everything and then at the end of that exercise, I create processes for the things that have the least amount of check marks first. It’s not a fun task to do, but it also doesn’t have to be super time consuming. This is the CEO work that we’re doing, right?

This is really what builds our confidence in ourselves to run our business and to be able to delegate things. And when I did this, I think I was working like 40 or 50 hours. This is back in 2019, and I have to credit my coach, Pete Perry. He was the one that gave me that sort of like, little exercise to do. I was like, oh, I know I need to hire, but I don’t know how, and I don’t even know what I would give them to do.

Which is like something that I’m sure you hear a lot. I hear that, yeah. And he was like, Jennie, it’s so easy. You just make a list of everything you do and then do the check marks and then you’ll know exactly what to give them. I was like, oh, okay.

I went from working 40-50 hours a week to when I hired my VA. She helped me document processes that helped me to hire a designer. I mean, within six months, I was working like 25 hours a week. That is hiring. That’s the before and after you can create for yourself.

Granted, I am a web designer. I’m not coaching. But still, there’s so much that you do in a coaching business to market, to send emails, to follow up with leads that can absolutely be delegated. Even if you’re not going from 45 hours to 25 hours, you can still decrease your hour load. Even 5 hours a week would be a beautiful thing for a coach, I think, to save.

This is good. It’s inspired me. You know how people host boot camps and week long trainings or whatever. I’m like, we need to host a week long time audit, like get everyone to do it. And actually, once it’s scheduled and you have someone leading you through it, I think it becomes more enjoyable and you’ve actually set aside time to do it.

That would be fun. Yeah, like a five day challenge or something. That would be by the end of this, you will know exactly what to hand off to the VA that you’re going to hire. Now that would be a pretty cool result, I think, that people might want. That was really good.

Any other closing thoughts or things we didn’t cover? After you’ve created your process? Be intentional about how you store it. That way all the work that you’ve just done doesn’t go to waste. So having a Google Doc for each process that’s stored in a folder somewhere in your drive, like it can be as simple as that with the video link and your process list and any relevant screenshots embedded in it.

Not hard to do. But do that work so that the work that you did to create the process doesn’t go to waste. Where do you store yours? We actually used to use Google Drive. I had a folder that had all the processes in it.

Each process had its own Google Doc. And then we had like a table of contents in a Google spreadsheet that way because we had a lot of 75 of them and so looking around in the folder was kind of a lot of work. We had the table of contents that made it easy to find. But then we moved over to Notion and we actually store all of our processes there now. It’s amazing because the table of contents in a Google spreadsheet, you’ve got to update yourself, right?

Like when you add a new process, you got to go into the spreadsheet and add the link. In Notion it’s a database structure so it automatically updates for you. We love it. It’s definitely not the easiest tool though. It’s not super beginner friendly, so you have to kind of be willing to teach yourself how to use it.

Yeah, so don’t go out if you have no processes, don’t go out and learn a new tool. For now, just begin. I know my first podcast episode is about your digital file structure, and one of the five main folders is Operations or Admin, however you want to call it. That’s where I would put your processes. I would just probably call a folder within that SOPs and keep your master list like a spreadsheet like you said, and then keep your Google Docs within a folder in that so you know exactly where it is that runs the back end of your business and then so it’s stored in your Operations or Admin folder.

I know some people think, well, Notion is what Jennie uses, so I’m going to go out and use that, but don’t do that. Jennie used Notion for the first several hundred thousand dollars. Or use Google Drive for the first several hundred k and then also only move to Notion after messing with it for like a year and a half. Moving software should really only be done when you have a really good business reason to do it.

It’s going to save you X amount of time or it’s going to save you money. That’s why it took us so long to move to Notion, because really, the only reason why we moved was because we just all loved it so much and it was going to boost morale.

That was enough. But we took a long time to do it because we wanted to make sure. So, yeah, you definitely don’t need to learn a new tool. How can people find you? My website is just my name Jennielaken.com, but I’m also on Instagram, so you can go hang out with me there at @JennieLakenan.

Awesome. Well, thank you so much for your wisdom, your insight, your answers, and just inspiring me. I feel like you’ve given me a new view on it or given listeners a new thought process, too, for all of their processing that they need to do or want to do. Yeah, thanks for having me. I always love talking about processes.

Wait. If you’re finding this podcast useful, you must check out the Organized Coach Academy. It’s my course, where I walk you through every step to get your business. Organized, to get yourself organized, to save. Money and time, to prepare, to hire someone to do all the things that you want to do in your business with ease.

Check that out at simplysquaredaway.com/OCA. Also, I’m sure you’ve heard this a million times, but I would love it – it’s my way of knowing that you’re enjoying the podcast – if you would leave a written review.  I have lots of freebies for you. They’re linked in the show notes. You can find them in my bio on Instagram at @tracyhoth. Until next week, have a beautiful day.


Coral pink background with text overlay, Processes make it faster and effortless to get tasks done, saving energy and reducing the need to constantly recall information. It's like a hidden benefit that can significantly increase productivity." with Jennie Lakenan on The Organized Coach Podcast

Tracy Hoth