00:00.00
Preston Lee
Hiya 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 all the time is my buddy 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 shifting is shifting is the more serious.
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 all the time liked 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.
00:37.21
Preston Lee
Simply ah, simply only a cool vibe.
00:43.11
Preston Lee
Ah, nicely good man. We’re gonna deal with this quick query right here right now 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 varieties of instruments. Do you suggest to develop our enterprise. So um, let me give a little bit 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 every thing 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 actual query is greatest instruments as their their firm grows.
01:47.17
Clay
Huh I imply and this can be a fairly loaded query. You already know 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 lots is like hey what’s your favourite software program for no matter. Um I feel at the beginning I feel what somebody? what? what? each enterprise must do is to fully whiteboard their course of.
02:05.90
Preston Lee
Hiya.
02:17.88
Clay
Ah, for his or her gross sales pipeline from prospect to to new consumer to raving fan. What does that appear to be no matter software program like fully ignore software program after which what you do is.
02:32.70
Preston Lee
Yep.
02:36.61
Clay
What you do is if you wipe board it out you whiteboard it out in a means the place you suppose is ideal in an ideal world. How does that course of appear to be proper? every thing from gross sales calls to onboarding to you recognize undertaking administration to you recognize,? no matter proper. Um, and it’s in an ideal world. What does that appear to be after which what you do is you exit and search for the instruments that can match that So like I can sit right here and like title so many various 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 individual’s course of.
03:15.75
Preston Lee
Yeah I had the identical thought once I learn the query I used to be like nicely you recognize 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. You already know there’s like for locating emails. There’s like Hunter. Or um and there’s identical to so many, however however I agree like like um initially, recommending instruments is hard as a result of the rationale there are such a lot of completely different instruments other than capitalism in fact is is as a result of individuals have so many various 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 hundreds of freelancers on a regular basis and and somebody could be diehard about like Freshbooks and one other individual fully hates freshbooks and so they actually are freelancers who do comparable work proper? and it’s it’s identical to such a private desire and so I’m with eucle I type of hesitate to say listed here 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 recognize an important piece of my enterprise after which I’ve gone tremendous easy and I feel I want 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 means the quickest they assist me get the job accomplished. However then they get out of my means so I can do the actual work as a result of I feel means too typically. We find yourself like as a substitute of getting instruments that assist us with our processes we’ve instruments that then we’ve 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 on a regular basis with um, for instance, excessive degree or go excessive degree as individuals wish to refer it to um, are you acquainted. It’s ah it’s an excellent 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
Advertising 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 in any case, it’s it has like every thing. Um, it’s what I take advantage of and so um, you recognize.
05:01.98
Preston Lee
Oh yeah, okay I’m yeah I’m trying it up proper now whereas we speak. Okay, cool.
05:15.48
Clay
I Hate the interface I hate it. Um, the one motive I’m nonetheless utilizing it’s as a result of when you study it as a result of the training curve is so excessive on this. However when you study it. It’s tremendous highly effective. It’s like probably the most highly effective advertising and marketing automation software 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 in any case to to your level That is this proper now’s a shiny object to no less than the circles that I’m in and persons are signing up for highlevel as a result of they suppose it’s going to unravel all their advertising and marketing issues I’m like no, it’s a software. And so what they do is that they go signal join this factor which by the way in which the individuals at Highlevel they constructed this for companies not the top person. Not not the chiropractor. Not the Hva ser however like however I’m seeing an entire bunch of those finish customers these small enterprise homeowners 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 you can use it? Nicely it wasn’t meant for you however they’re shopping for this factor after which they’re altering their processes and their methods 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 attempting to leap on the bandwagon as a result of all people’s signing up for this factor.
06:30.78
Preston Lee
yeah yeah I I skilled this once 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 most likely over 100 years I don’t truly know however a very long 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 individuals and um it was you recognize, 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 keep in mind both I’m going to look it up whereas we’re speaking. Ah yeah I feel possibly it was yeah that sounds proper? It’s type of it’s type of like a very complicated.
07:06.79
Clay
Ah I do know you’re speaking about I don’t keep 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 type 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 most likely 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 keep in mind what they had been referred to as. It was identical to so difficult and and the and administration like wouldn’t allow us to you recognize, not fully 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 identical 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 recognize they’ve possibly solved that drawback 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 software needs you so as to add classes and tags and dates and deadlines that doesn’t imply it’s important 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 most likely used like 20% of the options they provided as a result of it’s identical to you don’t.
08:24.43
Clay
The.
08:36.50
Clay
Yeah I really feel the identical means 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 type of satisfaction themselves on being easy if I keep in mind proper.
08:54.32
Clay
Um I feel every thing’s truly black and white for probably the most half. Um, however yeah I I feel ah you recognize sorry caesar you’re most likely 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 decide one thing that will get the job accomplished and also you’re saying determine what the job is to be accomplished first after which decide one thing that that accomplishes that so.
09:24.00
Clay
Um, yeah I need to make yet one more 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 identical 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 swap simply because I get bored proper and don’t be don’t observe that gentle. 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 possibly 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 function that I actually needed to attempt so I went by the horrible terrible means of migrating tens of hundreds 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 Perpetually. It was a ache studying the brand new software program as a result of it was all completely different after which I sort of used this new function however I didn’t actually take full benefit of it. In the meantime all the opposite like primary stuff that I needed to do regularly like sending only a typical electronic mail marketing campaign or a follow-up or like sign-up kinds. They had 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 12 months 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 when you’re deciding between these 2 items of software program however like um I simply it wasn’t price it for that one function for that 10% if it’s working eighty or ninety p.c identical 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 individuals have a tendency to modify like each each time you recognize Pat Flynn says there’s a brand new software program that can make you wealthy or no matter individuals will swap over to it and it’s identical to look you recognize.
11:42.13
Clay
Ah.
11:42.55
Preston Lee
It’s not that completely different and never that a lot better and notably 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 plenty of 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’ve or no less than I personally have some soapboxes on that exact matter. However caesar we hope that was useful man. Ah the actual reality of the matter is we will’t offer you a listing of high 5 instruments. You have to be utilizing. Um, however that’s some these are some things to think about when you’re when you’re selecting instruments to assist.
11:59.23
Clay
Help with the.
12:15.58
Preston Lee
Develop your enterprise and we hope that was useful man better of luck to you as you as you develop your enterprise if you would like your query answered like caesar or not answered like we did for caesar right now. Ah you may go to freelance to founder.com/ask.
12:17.79
Clay
Um.
12:29.67
Preston Lee
And simply fill out a fast type there and we’ll reply your query on the air ship you the hyperlink to the podcast and you’ll 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.
