I Help You Stop Hustling & Start Scaling | Systems + Automation for Coaches, Nonprofit Leaders, Experts & Service Providers
Hi Reader, Welcome back to The Clarity Letter. We're getting closer to the end of the year. And around this time, conversations naturally start shifting toward 2027. New goals. New revenue targets. New programs. New hires. New clients. New initiatives. I love those conversations. But there's another question I think deserves a seat at the planning table: What are we carrying into 2027 that we've already outgrown? Maybe it's the spreadsheet that made perfect sense when there were 20 clients....
Hi Reader, Welcome back to The Clarity Letter. One of my favorite moments in this work is watching someone experience a process after it has been redesigned. Because sometimes the transformation sounds almost too simple. Something that once required: Opening a spreadsheet. Checking another system. Copying information. Sending an email. Creating a reminder. Following up later. Updating the spreadsheet again. …becomes one connected workflow. Information comes in. It goes where it belongs. The...
Hi Reader, Welcome back to The Clarity Letter. A while ago, I was looking at a process with a team when the Chief Executive Officer said something that made me smile: “I know we have a system for this somewhere…” And there it was. The organization had tools. Plenty of them. A CRM. Spreadsheets. Shared folders. Forms. Email. A project management platform. Each one had been introduced for a good reason. But over time, the team had created its own ways of getting things done. One person tracked...