Keep What You Earn

Today, Shannon delves into the essential strategies for creating an outstanding customer service experience. She emphasizes the importance of balancing processes and efficiencies with the personal touch and customization that customers appreciate. By sharing practical tips and examples, she challenges the notion that exceptional customer service is unattainable without sacrificing scalability. Throughout the episode, she explores the concept of quick wins, the significance of listening and anticipating customer needs, and the value of doing what's not scalable until it becomes necessary. Shannon's insights provide a refreshing perspective on providing exceptional customer service while also setting the stage for future growth. So, get ready to gain valuable knowledge on revolutionizing your customer service experience without compromising efficiency. What you'll hear in this episode: 04:29 Deliver quick wins to impress and build momentum. 06:52 Anticipate problems and create convenient solutions. 12:13 Founder must engage with customers for success. 13:51 Staff wows customers by personalizing their experience. 17:30 Prioritize exceptional customer experience, avoid scope creep. If you like this episode, check out: Reviving Business Boredom Unlocking the Secrets of My SOPs What Qualifies as a Deduction Want to learn more so you can earn more? Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use cases and the typical results one can expect from such a strategy. Natasha shares practical tips on using various types of posts on Instagram to trigger automated direct messages, the value of automated responses to comments on posts, and the importance of steering the conversation towards qualifying potential clients. They explore how chat funnels can streamline customer support through FAQs and gather valuable client information for future interactions. Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook. Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots What you'll hear in this episode: 03:50 Send initial message, ask for email, deliver. 08:57 Automate data collection, simplify decision-making with choices. 12:18 Clarify and respond to messages with care. 14:41 Consistent posting, ROI, clear ownership for success. 18:51 Emotional benefits and relief from posting consistent content. If you like this episode, check out: Stop Shrinking Yourself in the Name of Saving Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss how automation can enhance engagement while maintaining authenticity and trust. Natasha shares insights on the benefits of using chat funnels for lead generation, customer support, and sales within various business models. The episode invites listeners to explore innovative ways of leveraging chat funnels to make a meaningful impact on their online businesses. Join us for an engaging discussion that reveals the potential of chat funnels in transforming your social media presence. Natasha Willis is the co-founder of School of Bots, where she and her team have generated over $50M in revenue for clients like Russell Brunson, Jenna Kutcher, Amy Porterfield, Dean Graziosi, Mindvalley, and more. School of Bots helps online businesses use "Chat Funnels" to generate qualified leads and sales every time they post on Instagram and Facebook. Instagram: instagram.com/natashatwillis LinkedIn: https://www.linkedin.com/in/natashatakahashi/ YouTube: youtube.com/schoolofbotsSchool of Bots Instagram: instagram.com/schoolofbots What you'll hear in this episode: 05:15 Core focus on sales, lead gen growth. 07:55 Current options for promoting product through Instagram. 11:46 Instagram automation is different from spamming bots. 15:48 Enhance engagement with app's native features. 19:44 Follow up with conversation to qualify leads. 23:23 Casual vibe, engaging content, creative call-to-actions suggested. If you like this episode, check out: Stop Shrinking Yourself in the Name of Saving Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress Want to learn more so you can earn more? CFO On Demand click here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Shannon explores the concept of blue ocean strategy as she shares her experience of living in Costa Rica and the unique business opportunities she has observed. She discusses the untapped market potential and how businesses are thriving by offering products and services that are not commonly available in the area. Shannon encourages entrepreneurs to consider expanding beyond their immediate market and shares insights on identifying unsaturated markets. Additionally, she offers valuable resources for new business owners, addressing common concerns around business setup and compliance. Join us as we dive into the world of blue oceans and discover the untapped opportunities awaiting entrepreneurs. What you'll hear in this episode: 03:40 Unique homemade bagel shop with exclusive sales. 09:23 Open your mind to new markets. If you like this episode, check out: Stop Shrinking Yourself in the Name of Saving Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting clear policies for overdue payments. Shannon emphasizes the role of accountability in managing cash flow and provides practical tips for handling outstanding invoices. Tune in to learn how to effectively navigate the financial side of your business and ensure a smoother cash collection process. What you'll hear in this episode: 04:14 Monitor cash flow and celebrate sales cautiously. 08:54 Initial follow-up, escalate to termination if necessary. 11:47 Offer flexible payment options to improve collections. If you like this episode, check out: How to Generate Cash Without Increasing Price The Best Places to Look to Find Cost Savings Supercharge Your Income Goals for Real Results Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Shannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sales tax laws, thresholds for nexus, and the importance of tracking sales in various states. Throughout the episode, Shannon provides valuable insights and practical advice for ensuring compliance and navigating the often confusing terrain of digital product sales tax. Tune in to gain a deeper understanding of this crucial aspect of online business, and discover essential tips for staying on the right side of the law while maximizing your digital product sales. What you'll hear in this episode: 05:55 Selling digital products may be taxable by state. 07:00 Consider sales tax when selling digital products. 11:41 Navigating sales tax rules for selling digital products. If you like this episode, check out: Determining the Appropriate Salary for an S Corp Owner Everything You Need to Know About Sending and Receiving 1099s Maximizing Finances: Tax & Accounting Synergy Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing multiple roles and the importance of seeking help without feeling guilty. She also reveals the pride she takes in influencing and impacting others, highlighting the significance of community and uplifting others. Veena sheds light on the power of surrounding oneself with like-minded individuals and the value of sharing solutions in building strong relationships. Additionally, she discusses attracting investors and provides a wealth of information on alternative investments and tax-efficient opportunities in real estate. This episode is packed with valuable lessons and practical advice, offering a unique perspective on professional success and personal fulfillment. Don't miss this enlightening conversation with Veena Jetti! Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Veena also leads a Facebook Community Called Mastering Multifamily with Veena Jetti. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and a $1Billion in multifamily transactions in her own portfolio. Veena is also a passionate philanthropist. In 2017, she was one of only three women to receive the Politico Woman of the Year award for the significant amount of time and focus she spent on aiding in a grassroots Hurricane Harvey disaster response. Facebook Community: https://www.facebook.com/groups/482404780511836 Youtube:https://www.youtube.com/@veenajetti1 Instagram:www.instagram.com/veenajetti Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/ LinkedIn: https://www.linkedin.com/in/veena-jetti/ What you'll hear in this episode: 03:20 Celebrating together, but impact on others matters most. 06:58 Share workload, outsource tasks, improve relationship dynamics. 10:49 Envious of your best life, interested in details. 14:24 Exposure changes perceptions, surrounding yourself with people. 18:57 Work with supportive people, help succeeding together. 20:49 Vive Funds attracts high-income professional investors. If you like this episode, check out: How to Build Trust with Your Customers How to Have a Successful Podcast Navigating Networking When You're Not a Fan of Events Want to learn more so you can earn more? CFO On Demand click here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of Keep What You Earn, Shannon chats with Veena Jetti, a successful multifamily real estate investor and founding partner of Vive Funds. Veena shares her journey in the real estate space, discussing the impact of getting in the right rooms and leveraging communities and mentorships. She provides valuable insights into the multifamily market, including the significance of value add components and the lessons she learned from her past mistakes. Veena also delves into the power of collaboration and the importance of women supporting and uplifting each other in the industry. Tune in for an inspiring conversation about mindset, female empowerment, and navigating the multifamily real estate world with Veena Jetti. Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Veena also leads a Facebook Community Called Mastering Multifamily with Veena Jetti. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and a $1Billion in multifamily transactions in her own portfolio. Veena is also a passionate philanthropist. In 2017, she was one of only three women to receive the Politico Woman of the Year award for the significant amount of time and focus she spent on aiding in a grassroots Hurricane Harvey disaster response. Facebook Community: https://www.facebook.com/groups/482404780511836 Youtube:https://www.youtube.com/@veenajetti1 Instagram:www.instagram.com/veenajetti Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/ LinkedIn: https://www.linkedin.com/in/veena-jetti/ What you'll hear in this episode: 06:32 Choose strategy, focus on value add component. 08:38 Mom encouraged quitting job due to taxes. 11:32 Inspiring success for women and minorities. 15:15 Undervalued power of communities and mentorships. 18:04 Contact number, regret of not acting on advice. 20:44 Sharing resources and being open-minded. 23:35 Overcoming business setup and financial fears. If you like this episode, check out: How to Build Trust with Your Customers How to Have a Successful Podcast Navigating Networking When You're Not a Fan of Events Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking the right support for their financial needs. Join Shannon as she breaks down the complexities of the accountant-client relationship and offers a guide to finding the perfect professional match through the MoneyPro matchmaker. Don't miss out on this episode if you're looking to build a successful partnership with your tax pro. What you'll hear in this episode: 05:49 Customers want proactive updates for peace of mind. 08:56 Developing sales skills and relationships with clients. 12:36 Clarify services and manage client expectations effectively. 16:06 Business jargon isn't common sense for everyone. If you like this episode, check out: Why Raising Capital May Not Be The Answer Asset vs. Expense: What's The Difference? Don't Leave These Terms Out of Your Contracts Want to learn more so you can earn more? Download the Money Pro Matchmaker tool here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today, Shannon shares a personal experience of facing tough financial times as an entrepreneur and the importance of maintaining an abundance mindset even in the midst of scarcity. Through a candid and insightful narrative, she delves into the implications of showing desperation in business, providing valuable lessons and strategies for navigating challenging times while upholding a position of authority and trust. Listeners will gain practical tips on approaching cash flow difficulties, attracting the right clients, and cultivating an unwavering abundance mindset throughout the various seasons of entrepreneurship. Join us as we explore the intersection of mindset and finance in the ever-evolving world of business. What you'll hear in this episode: 05:43 Positioning in marketing; sharing scars, not wounds. 07:22 Find problems, show expertise, never surrender. 10:42 Invest in finding the right customers wisely. If you like this episode, check out: Maximize Your Income with the Help of a CFO Staying Motivated in Times of Stress Is There Such Thing as Too Much Transparency? Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.