Words matter.

So I don’t really want to say “marketing is hard”. But dang it if marketing isn’t occasionally a formidable task.

Two weeks ago, we finished setting up the basics for our new communities.

One paid.

One free.

We included a link in our Friday edition email to see if anyone was interested in joining. We were asking about interest in the paid version because most of you here are operating at a level that would benefit from the extra workshops and training there. But that’s another topic for another email.

About 3% of you clicked the link to say you were interested. This is pretty standard, and a good sign that we’d have good participation.

So we set up a workflow to email those people that clicked. A simple invite to join - with details about what all was included. We spent some time on it and, given it had taken us months to get the community ready, we were excited to finally “launch”.

So launch we did. Then…

Crickets

Because it was a small-ish sized group, I made the assumption (you all know what that word really means), that no sign ups meant no interest. I checked back on the “registered” workflow a couple of times hoping to see 1-2 people eager.

Crickets

But here is where I get to admit my rookie mistake.

I didn’t check the workflow.

I didn’t check the workflow!

It seems there was a software glitch and only one person received the email.

Embarrassing.

Why would I share this with you? First - to remind us all to have grace and to remember it’s ok to make mistakes as long as we learn from them.

But learning from them needs to be active.

• When you have an error, are you reviewing the how and the why?

• Are you reviewing the related process and checklists (or maybe deciding to create them)?

• Are you holding folks on your team accountable with training and coaching?

In this case, the issue wasn’t a human process, it was a software issue BUT we are updating our checklist to include a 24 hour post-launch workflow review. We could have caught it 5 days ago and had it resolved.

A great resource for understanding checklists as a system is Checklist Manifesto. It’s a book I will usually have my teams read when I join companies and then share refreshes and reminders ongoing. Any system should Save You Serious Time Energy and Money - and this book helps the anti-process to understand the upside easily.

This week’s tool:

Lindy.ai - I wanted to share a quick video overview about a new tool a client recently discovered. Lindy offers a range of automation features that can help streamline our processes, particularly in managing emails and scheduling. It’s currently available for a free seven-day trial, which allows us to explore its capabilities without any commitment.

In the video, I walk through the basics of an automation I set up and highlight some of its functionalities, like email labeling and meeting scheduling. I encourage you to take a look and consider testing it out to see how it can enhance our efficiency. Let me know your thoughts after you’ve had a chance to review it!

Watch the Loom

Until next week,

Rebecca and the Advisory 9 team

P.S. - if you are interested in Flow and Freedom community, you can now learn more here and join right away. We have our first workshop Monday the 5th on customGPTs.

If you are a current client - great news - you have free access. Reply "join" to gain access.

Let me know what questions you have - just reply to this email and I’ll get right back to you.

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