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“To get maximum value from this live training call, print this handout out and fill it in as much as you can prior to the call it’s assigned to and then keep it handy during the call as well so you can take notes on each nugget I reveal

during the call.“

~ Katrina Sawa, The JumpStart Your Biz Coach www.JumpStartYourMarketing.com

JumpStart Your Business in 90 Days Entrepreneurial Training & Home Study

Week 9 Focus: Team Building for Freedom This call is about how and when to build your team and support system, how to upgrade the team you’ve got if you already have one and how to better manage your team for optimum effectiveness, productivity and profits. We will discuss what you want your team to do, where to find team members, how to interview and choose your team members, how to train them, what to expect and many other related topics that will help you understand what to do when the time comes. In addition as needed, there will be plenty of resources available to you for outsourcing, project hires, online business managers and more. This is a very important call to listen to at any stage in your business development as most entrepreneurs do not have successful teams in place and building the right team can mean a difference between a $50,000/year and $100,000/year company or the difference between a $350,000/year and a $1,000,000/year company.

Tips to Get the Most From Today’s Call

1. Print this handout so you can take notes during this training call. 2. Think of how to quickly implement the strategies revealed from this call. 3. Make a commitment to complete at least 3 Action Steps from this call (they can be baby steps, just take action).

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JumpStart Your Business in 90 Days Home Study When to know you’re ready to hire your first team member or VA: ________________________________________________________________________

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When to know you’re ready to expand your team:

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What do you do first?

1. Create your to do list

2. Think of what other tasks and projects are on your plate

3. Think of what personal errands or ‘to dos’ you typically take care of on a weekly

basis….

4. Categorize them based on make up your own list of things that you:

• Don’t like to do

• Don’t want to do

• Don’t know how to do

• Know someone could do BETTER AND FASTER than you 5. Let go of the thinking that you HAVE to be the one who does ‘it’

6. ___________________________________________________________________

7. ___________________________________________________________________

8. ___________________________________________________________________

5 Things YOU MUST DO to Overcome Being a CONTROL FREAK:

1.Change your MINDSET

2.Know what’s MORE IMPORTANT

3.Hire the RIGHT people

4.You must have SYSTEMS

5.You have to TRUST

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What kinds of team members could you need or want to bring into your business (or

life) over time? Here is a list to think about:

• Business Manager, Online Business Manager, Right Hand Gal/Guy

• Bookkeeper, Accountant, CPA

• Social Media Marketing person

• Techy type assistant – for shopping cart, web updates, functionality, blog, forms, etc.

• Blogger, communication team member

• Systems or process person

• Customer service, phone calling type person

• Financial Advisor

• Business Attorney

• Estate Attorney

• Insurance professional

• Event Planner

• Videographer

• Photographer

• Copywriter

• Someone who checks your email or messages

• Graphic designer

• Coach, mentor – business, marketing, life, fitness, health, mindset

• Computer tech person or troubleshooter

• Website designer

• Product fulfillment house

• Database management person, data entry, mailing or follow up coordinator

• Ezine facilitator

• Someone to book speaking gigs

• Publicist or PR company

• Professional Organizer

• Printer

• Admin, filing, office work

• Affiliate manager

• Transcriptionist

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• SEO company

• Pet sitter

• Travel agent

• Housekeeper

• Errand Runner

• Landscaper

• Handyman

• Editor, publisher, proofreader, agent (if writing a book)

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

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What do I delegate as an example: Year 1-3 in business:

• Bookkeeping, taxes, receipt entry, tracking expenses

• Data entry, database or shopping cart management

• Follow up mailing and emailing coordination

• Graphic design

• Website design, blog work, techy work online, adding or changing web pages

• Creating new social media profiles and updating profiles, uploading videos,

promoting events, and connecting to new ‘friends’

• Booking speaking gigs, interviews, scheduling

• Adding videos and adding technology to my website

•

• Legal matters, contract writing

Year 4-8 in business:

• All of the above PLUS….

• Internet research, traffic flow

• Promoting to others for JVs, to be a guest, get publicity

• Maintaining and updating main database, shopping cart, email program list

• Handling recordings, CDs, monthly mailings

• Management of members in 2+ memberships, forums, customer service

• Handling bounced emails and communication issues

• Formatting ebooks and products

• Designing powerpoint presentations

• Transcriptions

• Copywriting sales pages, web pages and marketing materials

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• Managing my team members

• Article Marketing all my current articles, shuffling them around, refreshing them

• Posting on blogs, forums and social/biz networking sites

• Creating Google Alerts, moving and forwarding domain names

• Adding to directories online

• Submitting press releases online or locally

So, what's on your plate that you shouldn't be doing, hate doing or aren't really that good at doing that you should DELEGATE???

• And don't forget about the personal tasks too like

housekeeping, landscaping/mowing, shopping, cooking,

making travel plans, errand running, etc. - you can pay

someone to do ALL OF THIS you know?

• Ask yourself "What is YOUR time worth?" and free it up to do BIGGER AND

BETTER THINGS!

NOTES: ________________________________________________________________________

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Which Tasks Should You Consider Delegating?

• Bookkeeping, accounting

• Follow up marketing (basics)

• Social networking (to some extent)

• Speaking, JV & Publicity Research

• Admin, formatting

• Management of team & tasks

• Product development

• Graphic & web design

• Blogging, event or web updates

• Initial responding to messages/emails

• Printing, stuffing, folding, mailing, organizing

• Anything technology oriented – shopping carts, computer, video upload, html code

• Search engine optimization

• Copywriting

• Legal and Insurance matters

Which Tasks Shouldn’t You Delegate?

• Sales

• Personal emails, social networking

• Second tier responding to inquiries

• Connecting with clients & prospects on phone in depthly

• Networking in person

• Speaking

• Publicity and interviews

• Initial planning of programs & offerings

• Big picture thinking and planning

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5 Ways to Delegate Effectively:

1. Treat them like equals (they own a biz too)

2. Let go of your Inner Control Freak & trust

3. Understand there is a ramp-up period (2-4 mo)

4. Don’t micromanage

5. Have weekly team meetings

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How do you start delegating a task? You write out a system for that task, for example: Here is a New Contact Follow Up Delegation System you can use:

1. You network, collect cards and writes notes on all cards or leads come in from other

sources.

2. You organize the cards and information received and categorize for Hot, Warm or

Cold Prospect or Referral Source. You mark where met and any notes. You note

whether Auto Add or Not Auto Add to ezine list.

3. You send your contacts weekly to your Virtual Assistant (VA) either by mail, email,

fax or pickup.

4. Your VA enters everyone into new Excel spreadsheet by Auto Add or Not Auto Add,

sorting by category and where met and adding your notes as needed.

5. Your VA mails initial letter, handwritten note or postcard (depending on what you

have set up to go out first)

a. Then 1 week later, your VA schedules to send or mails out your second follow

up marketing piece

b. Then 1 week after that (2 weeks after initial mailer sent), your VA schedules

to send or mails out your third follow up marketing piece

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6. During that same time period, your VA enters all email addresses into Constant

Contact (or your preferred email marketing program) by Auto Add or Not Auto Add

list

7. Your VA sends out Initial Follow Up emails (templates) separately to Auto Adds vs.

Not Auto Adds

a. Then for Not Auto Adds your VA schedules the 2nd Email Follow Up to go out

1 week later.

b. Then for Not Auto Adds your VA schedules the 3rd Email Follow Up to go out

2 weeks after the Initial Follow Up Email.

c. For Auto Adds, your VA will merge the Auto Add contacts and email

addresses into your master ezine list to start receiving the regular ezine.

8. During this time (within 1 week of new contact) you should send a personal email

and/or call any hot or warm prospects or referral sources or personally follow up with

those who had specific questions or needs.

a. Then if they want your help, product or service give them quote, link to buy or

whatever you need to do to get them to sign up and keep checking in with

them until they make a purchase.

b. If they say no or not now then get them on or leave them on your ezine,

mailings and annual follow up plan. Of course you can contact them more

than once and take up to 4-5 nos if you want for best results.

Now, take this copy it into a new sheet of paper, revise it to fit your needed follow up tasks and whoalla!

Then do this for every task you want to delegate – get it out of your head and onto paper. Write out the first 5 tasks you want to delegate then take out a clean sheet of paper

for each one and write out your system.

System #1: ____________________________________________________________ System #2: ____________________________________________________________ System #3: ____________________________________________________________ System #4: ____________________________________________________________

System #5: ____________________________________________________________

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How to hire your team members:

1. Ask for referrals first whenever possible

2. Check and call references and previous/current clients

3. Do a personality profile test

4. Find out what they LOVE to do and don’t hire them for anything else

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How to manage your team members:

1. Perform weekly meetings for first 3 months at least

2. Allow them space to complete tasks, don’t micromanage

3. Set deadlines and expectations up front

4. Communicate with respect, especially via email

5. Provide all necessary tools and resources

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How Much Time Should You Spend Marketing?

2 + Hours a Day 5 Ways To Free Up More of Your Time:

1. Create focused time slots 2. Stop wasting time

a. surfing internet b. social media c. checking email d. block your time e. good enough is good enough

3. Delegate - Decide what NOT to do 4. Set boundaries 5. Abbreviate

a. do things you do in less time b. upgrade your skills, get a mentor

NOTES: ________________________________________________________________________

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List 2-3 tasks or things that are involved with this call and content that you want to or really should outsource and to whom will you delegate it to? 1._________________________________________________To Who?______________

2._________________________________________________ To Who?______________

3._________________________________________________ To Who?______________

MARKETING IMPLEMENTATION COMMITMENTS. 1. My Commitment Is: ________________________________________________________________________

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2. My Commitment Is: ________________________________________________________________________

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3. My Commitment Is:

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4. My Commitment Is:

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Write down 3- 5 ACTION STEPS for this week that you will take. They can be ideas from this call that you will put into action and at least start to implement this week, you don’t have to have them completed by the next call but put a deadline date on them too 1.______________________________________________________________________

2.______________________________________________________________________

3.______________________________________________________________________

4.______________________________________________________________________

5.______________________________________________________________________

Reminders: 1. Take daily action steps toward your success. 2. Continually open your mind up for more learning, growing and positive change. 3. Don’t let others (the negative ones) get you down or BRING you down. Stay focused on the lifestyle you want to create and the knowing that IT IS POSSIBLE and YOU DO DESERVE IT. 4. Only do the things that you really need to do now, then add other things gradually over time. 5. Don’t beat yourself up for not getting ‘enough done’; you’re moving way faster than you ever would on your own! ;0

© Copyright 2009 - 2013 K. Sawa Marketing International Inc. www.JumpstartYourMarketing.com (916) 872-4000