How To Use Aisle Planner To Grow Your Team and Provide A Cohesive Client Experience - Wedding MBA 2021

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Transcript

 Hi, friends. Welcome, welcome. I am incredibly excited because today I'm gonna be talking to you about the power of using I Planner to grow your team and provide a cohesive client experience. If you were unable to attend wedding MBA in 2021, this is the content that I spoke on and am really excited to share here inside the Mastermind portal so that women can continue to use this to grow their business for years to come.

So let's dive in. Okay. Just to give a little brief background, um, of why I'm equipped to talk to you guys about growing your team and your business. If you're not already aware, maybe this is the first video you're diving into inside the Mastermind. Maybe you found the Mastermind via Google. You just wanted to be, um, in a group with other like-minded planners who are interested in growing their.

I did wanna share a little bit of my background. I've been in the wedding industry for about 10 years. We've had over 750 happy couples served under the, under the Chancey term brand, not by myself. Most of , us more than most of those. Uh, we have over 200 publications and we have the honor of serving luxury clients across the US and abroad.

And I've also been able to help over 5,000 planners inside the Academy launch grow their business with success. So incredibly, incredibly honored to do that. I feel like this job is like a pinch me. I can't believe this is what I get to do. Um, I also run my team completely virtually, which, Like, I feel like mind blowing, but also it, it's 2021 and I hope and pray that you have learned how to run your team virtually as well other than obviously wedding day because it's just a very needed skill in today's environment, uh, is to be able to run your team virtually.

A lot of people wanna work from home, and I think as a wedding planner too. I actually had a studio at one point. The cost of having a studio was so expensive and the return on the investment for me was very minimal. And so I'm a huge fan of allowing your team to work virtually to save that money. Um, obviously I'm passionate about this helping women grow a business that gives them freedom and flexibility.

That's like all over the Wedding Planner Academy site. But what's really exciting is that today's content is really, really going. Essentially, um, help you achieve that freedom and flexibility, cuz I think that it's really, really easy to really want freedom and flexibility with your wedding planner business.

But actually achieving that is really, um, a challenge. It's doable, but without a team. It's impossible because you know everything lands on your shoulders. So really excited about just diving into this content today because I'm gonna share essentially why growing a team for your business is so key to that long term success and that work life balance.

I know some people hate that phrase. I love that phrase because I love work and I love my family, and there is a balance. There is a tango that happens every day in my life and hopefully in yours. Achieve the right balance. So today I hope and pray that you leave here feeling like you have actionable steps.

Towards growing a team that gives you better work life balance and a healthier business. And that also honestly helps others. So a little bit of background on my story. I feel like it's really surreal that I gotta speak at Wedding MBA and stand on that stage because just a couple of years before  2021, I was sitting in those seats thinking, man, it would be amazing to be a presenter.

But if I'm honest, I didn't have a business at that point. And I didn't have a vision at that point for. The content I'm speaking on today, because I think that team growth, if I'm honest, has been one of the hardest challenges in my story. So I started Chancey Charm in Denver, Colorado in 2011. Um, actually it was on my day off with my husband, and as cliche as this sounds, we were sitting in a park in Denver, Colorado and we had the idea of Chancey charm.

We kinda had the dream of Chancey charm and the original dream and vision was just to help women in what can be a very stressful season of their life. Uh, being engaged , because they already have a job. They already have a full social calendar, and then now they're handed this giant to-do list, so being able to come alongside them and help them navigate the wedding planning journey, stress-free, that was the heart behind Chancey Charm.

That is the heart behind Chancey Charm. We're very service-oriented business. I feel like I'm incredibly grateful for my team I have, and how proud of them because they serve and love their clients, like they will go above and beyond for their clients. And we also love working with vendors who have that same heart.

We're gonna le it, lay it all on the ground when we go to a wedding to make that bride dreams come true. So that is the original dream and heart behind Chancey charm. I convinced my friend who was getting married to let me do her wedding and we were off to the races, except for we weren't. And I actually had a really hard time in the beginning, marketing Chancey charm, figuring out how to.

And I joke, I'm not gonna dive into marketing stuff, but I joke very often that Chancey charm is successful because of God and Google. And the reason why I share that is because I actually teach aside my wedding planner Mastermind, all about something called the sweet spot where you're getting word of mouth referrals and online referrals for your business.

And that's kind of the mature business, uh, standard that I have having launched so many different location. However, that took about two years for Chancey Charm to really get rolling because I was in Denver, but moving back to Atlanta, so I brought on a team member in Atlanta trying to get momentum rolling there.

So basically almost from within the first six months of having Chance Charm, I had multiple locations. I had another team member. I felt very, very frustrated because I was stuck kind of doing the business back in work. And this planner was able to work with the clients cuz I wasn't in Atlanta yet and I didn't wanna take on more clients in Denver.

So, I felt like it was the worst thing that had happened to me, but it was actually the best thing that happened to me because I built the brand that you see today in that time, and once I got back to Atlanta, I was able to kind of hit the ground running and pretty quickly get some really solid momentum and it was just, it's an incredible journey as I reflect on it now, because it really is what set us up for the business I have today, even though I hated it when I was in.

So from there I launched, um, Chancey Charm Charleston. It was almost an instant success in about three months. So because I had kind of created like a system with launching Atlanta, kind of, I felt like I kind of had like a. The secret sauce for how to launch a successful wedding planning business. I wanted to give other women that opportunity and so I found an incredible planner in Charleston.

We launched TMC Charm Charleston, and as I said, within three months it was getting leads, gaining momentum. I actually had an a super prestigious, amazing planner in Charleston call me, and she was like, please don't take this the wrong way. Who are you and how are you getting these leads? Like y'all? It was crazy.

And so unfortunately,  unfortunately, I was like, man, I really am God's gift to wedding planner marketing, so, I started launching more and more locations and I ended up launching about 15 locations. But as you can see today, we only have 13. And that's because, to be totally transparent with you, there were wins, there were losses.

Uh, I, it took three months for Charleston, six months from the next next location, a year for the next one. Things didn't work out in some locations, like it was all over the place. And I learned really quickly that marketing your wedding planner business is very different in every location with every planner that you have.

So it was just a crazy journey. And I remember in like 20. 18 probably talking to my publicist and I said, I think we're gonna make it. I think we're gonna survive the incredibly unprepared decision I made to launch so many locations, . So just to give you a little bit of background, like y'all, I have been where you are, wherever you are in this journey of launching or growing your.

I've been there, I have been in debt. I have been a six figure, uh, business. I have done all those different things, and so I'm coming to you today with the steps I wish I had had when I started growing my business and growing my team. And so I just hope and pray that it's a blessing to you and that through that transparency you can learn , but not learn the hard.

And move forward and build a beautiful business. I love my business now, y'all. I love it. It gives me so much life and freedom and flexibility to do what I love and, but it, the journey I made to get here was not pretty. Growing a team was one of my biggest challenges. I was not a good leader when I started GNC charm.

And so to be able to stand here today, I just wanna do it in total humility that. At this point feel pretty good about my business, but it's been a constant learning journey and I have done things the wrong way. I have had to touch the fire to know it's hot, and so I'm just coming to you in humility saying.

I hope and pray that some of these things work for you, that they help you grow your business and be successful. But know that I don't have it all together. Even today I don't. I don't have it all together and any questions you have at the end are more than welcome cuz there's no dumb question because I am so here for this content and to just truly.

Help you and be honest with you so that you can move forward instead of learning things the hard way. So let's dive into today's content. Um, early on in my career as a wedding planner, I started noticing this horrible pattern in the industry of burnout. And it. People's mental health, emotional health, it's a destroyed families.

And I was heartbroken by that. Super heartbroken by that. And so today's content, actually, I hope and pray that it helps you escape that cycle. So, . Early on in my business, I realized that I couldn't personally serve all the inquiries I was getting. So once we reached that sweet spot, once things started rolling in Atlanta, which is where I was located most of Chancey Char's existence, I realized really quickly that I was the bottleneck to growing my business.

So I started growing my team. And I think that the lie we tell ourselves so often when we start thinking about growing our team is that we can't do it. We can't let go. We can't be a good leader, and we don't deserve to have a Saturday off with a team executing a beautiful wedding for our clients.

That's such a lie because you can let go. You can be a great leader, and you do deserve a Saturday. With the beautiful business you've built. So in light of the current wedding boom, I'm assuming that everyone in this room is getting more leads than they can serve. And I would love to know what you're gonna do with this increased lead stream.

I wanna challenge you today to have a greater vision for your business, your team, your work life balance with the right team and processes and tools in hand. Personally at Chancey Charm. I have brought a few new planners, but I've also greatly increased our minimum budget and we are hitting those clients that I just dreamed of 10 years ago.

So I just really wanna challenge you, like what are you gonna do with this increased lead stream as we experience such a wedding boom. I mean, 2022 is already filling up. I saw Irene post about that just the other day. It is filling up. What are you gonna. I really, really wanna challenge you to start thinking about building a team.

When you have a team, you're building a sustainable business, like I said, you're going to escape the burnout. You're going to escape the grind. You're gonna give yourself freedom back. I think people feel like if I build a big team that I have so much responsibility, I'm gonna be more stressed out. I'm gonna talk to you today and talk you through the reason why that's not.

I'm gonna help you find rest, even in a crazy industry that honestly is full of hustle because we love it, right? We love the hustle of wedding day, but I want you to have peace in your home. I wanna see you grow a wedding business. That helps me. Sorry guys. Build a sustainable business, this life giving.

And I want you to help, I wanna help you create a vendor support team. So what is a vendor support team? A vendor support team, uh, is basically a group of creatives that are gonna be behind the scenes in your business, helping you run your business every week, day in, day out, you're gonna contract them out.

They're not employees, but they're gonna give you so much of your time and sanity back. They're gonna allow you to do what only you can do. I feel like. As a business owner and a wedding planner, y'all, I was, I, I bootstrap GNC, charm, like I did all the things. In fact, I had designed our logo, our website, all the things.

Now, I did not design the logo. You see today I did not design the website you see today, but I did do all the things in the beginning. And I started heading towards burnout. I literally had a conversation with my husband at one point and he was like, I just don't feel like we connect anymore. Like you are so sucked into all of this.

And honestly, I wasn't doing what only I can do. I wasn't even doing what I love. I was trying to force myself to do all the things that have to be done behind the scenes in a business. And I was losing my sanity. I was losing my marriage. I was losing time with family. So I started thinking about things differently.

In fact, my husband really challenged me like, what can only you do? That's what you need to do? And then to take it a step further, when I had my first son, I realized I wanted to not only do only what I can do, but only what I love to do. And that was a huge growing point for me, is handing the rest off.

So the first thing I want you to be able to walk out of here with today is the roadmap for you to have vendor support team. So I want you to get out a piece of paper and I, or your phone, whatever, um, and I want you to look at the items on the screen. Look at these roles that are very easily handed off in your wedding planner.

And I want you to think about when you are going to hand these off. I want you to make some goals on, I'm gonna hand off bookkeeping. By the end of this month. I'm gonna start working with a publicist by the end of the year, by next spring, I wanna have a social media director, and by next year I wanna have a team mentor that's helping me with onboarding new members.

These are the kind of goals I want you to set. I'm gonna talk real quick through these roles and how they've impacted my. I think what's so crazy what people forget. I think there's a, it's a, it's really hard to escape this scarcity mindset in our industry. I think that, uh, yeah, like, oh, I hate that word scarcity.

I always wanna operate out of the abundance mindset. There's. Plenty of leads for everyone. There is plenty of work for everyone. Let's all go, go together and work together and cheer each other on abundance, abundance, abundance. That is how I wanna operate. That is the mindset I wanna operate out of. And let me just tell you, that was not always easy for me.

My first planner, when we parted ways, I laid on the floor crying and told my husband I was quitting. It was over. And he was like, we are not going to let this  stop you from achieving your dreams. Like, we're not gonna do this right now. Like, get up, stop crying, let's get to work. So that was my first party.

And you probably, if you've had a team, you might have already had that happen, but I wanna challenge you to keep pushing forward. And to let people into your business because now I have a saying like, we're gonna love you as much on the way in as we do on the way out. I mean that with every single fiber of my being.

And I try to live that out every day because like literally the Lord's opened my eyes. Like it's just about, it's not about me, it's about people's lives and seasons. And some seasons they have more to give, and some seasons they have less to give. . And so I've just really been challenging myself over the last few years to accept that, accept that in and out, in that flow and to embrace it.

So the crazy thing is with the abundance and scarcity mindset is I think people look at this list and they're like, I can't afford it. I can't afford it. I know you can afford it, Sarah, cuz you're standing on stage with a six figure business, but I can't afford to hand these things off. I've gotta keep doing these things.

That's a. , that is a complete lie, and let me tell you why. Because letting these roles, letting these people into my business not only gave me freedom and flexibility and time back. But it allowed me to do what only I could do and to do it with excellence, to do what I love. And these people were more efficient at doing these things and these roles.

They were better at doing these things in these roles, and therefore, Chancey Trump continued to grow and I was able to pay them out of that abundance. So bookkeeping, that was the first thing I handed off because I literally was losing my mind at tax season. So I started handing off bookkeeping. I have someone who, she goes through all of my books every month and reconciles everything.

She sends out, um, invoices. She just does all the things, keeps up with client payments. It's amazing. And come tax season, I'm stress free because she just hands it all off to my accountant. How amazing. That was more of an investment in my. But next we have pr. So I work with published and pretty Kristen Green.

She is the most amazing human. I'm obsessed with her, and she is one of the reasons why I was able to launch so many locations successfully. It would not have happened without Kristen. She knows her stuff. She understands how to be found online. She understands how to efficiently and effectively get weddings published, get that online exposure.

She not only gave me time, And sanity of trying to get my planners published and these new locations off the ground. But she grew our business tenfold. Like what an investment, what a breath of fresh air, social media. Kristen actually also did, um, handed, I handed off social media to her first season. She ended up.

Focusing back on publications. So then I had another social media gal come on, and that gave me so much time and life back, and our account was growing so quickly with a social media manager that really knew what they were doing. And then finally having a team mentor and onboarding person when I was onboarding a ton of planners.

I had Elena Baum help me in this role and it gave me so much of my time back, but it also allowed our team to grow significantly in just their services. They were able to provide better services because Elena was quite frankly, better at day of coordination than I was. She had better processes and she came on and started doing training and helping our team to the point where now, No one has questions,  hardly.

She helped me so much, and that investment is tenfold. So I really, really, really wanna challenge you guys to write these roles down, make a timeline and push towards them. I know the first month or two of investing in something like that might be hard, but I believe in you. I believe in you. All right? So the very first step that I.

In growing my planner team, we're gonna transition now from vendor team behind the scenes to your planner teams. So the people are gonna be planning with you and planning for you with your clients. Um, is looking for the right people. This is the number one question I get asked by people is how do you find the right people?

So the number one way to find a great fit for your team is your current team. If you have a team that you trust and love, and they're doing amazing things, if they have a recommendation. That's a quick hire. In fact, I just brought on a new planner in Virginia named Catherine because two planners emailed me about her.

I wasn't really gonna bring on someone in Virginia, but it was like, dang, I gotta bring this girl on. She's amazing. And y'all, I got on a call with that girl and I thought I was gonna cry. She is such, not only an amazing planner, but amazing human. On Cloud nine. Just giddy about that. So if your team has an intern that's doing amazing things, it would be a great addition.

That's the kind of ads you wanna make. In fact, Skyler who spoke earlier, she was an intern. She did like 50 weddings of Chancy charm, and it was a no brainer to allow her to start leading Houston. And she's obviously done amazing things that continues to push our team in so many great ways. Like what an incredible, incredible.

So the other ways that I'll say that you can add team members or find good people, Facebook groups, obviously that's something I'm actually encouraging in my Facebook group, learn how to become a wedding planner. Every day there's people in there joining. We have a, a connection portal and people join and you can either join as an experience planner looking for people or a new planner looking for experience and people can connect that way.

It's an Excel data database. It. Super fancy slash not, but it's getting the job done and it's connecting planners who want experience and are serious about this. So the um, last two ways that you can find really great people. It's number one LinkedIn. Whenever I was launching a new location, I actually use LinkedIn.

If you are familiar with Elena Butcher in Virginia with Lane Stewart Events. Found her via LinkedIn. What a find like. She's incredible. She's been such an important part of the chance charm team and story and growth. So it's pretty cool that you can go on LinkedIn, run an ad for like 30 bucks and have resumes in your inbox that are incredible.

And I do mean incredible cuz it's a professional platform. So these people are serious. I love that. I have never found someone on LinkedIn that I was like, oh, that was really bad. I feel like LinkedIn is a really great source. Also social media, um, making it a social media announcement that you're expanding.

I think it's like a, you just need to do it. Uh, but I put it on the end here for a reason. It's not my favorite way to find new people. I, uh, had more success on LinkedIn in a Facebook groups and team recommendations that is for. My last pro tip for you guys as you start thinking through running ads and finding new team members, and all of these are low cost, by the way.

I'm talking like I spent 30 bucks and found an incredible planner somewhere, is to make sure that you have a landing page. We have on our contact form page on the Chancey term site, a link for people to apply to be a wedding planner, and actually gives a little bit of an overview about what it's like to be a wedding planner.

Qualifications. We at this point, We only accept new planners who have a minimum of two years of experience, so there's a whole page about that and a place for them to inquire and try to apply to be a wedding planner. However, a Google form would work as well. Just make sure you have a landing page for people to apply and to upload their information.

And their resume rather than getting flooded in your inbox with that, with all these like random, you know, emails from people that are just kind of not in uniform. I feel like that's been a really, a huge win for me as someone who's managing. Cause sometimes you are thinking about launching a location.

you're not sure you need to kind of file these away, come back to them later, or someone steps away. You need to fill a spot. It's really nice to have it all organized and in one place. So there's my little pro tip on that. So once you build a really great team, the question is now what? What do you do ? How do you create this cohesive client experience with all these planners?

So, Like I said, 15 locations, launched 13 locations, still going 30 plus planners. How in the world when I have a new planner come on, am I able to help them be a part of the TNC charm brand without spending a million hours with them? I think that for me, the, when I started bringing on all these planners, I was really overwhelmed by this.

So I started building what became a best practices guide. I think it was like 70 pages of information. The, so essentially I, I operate with independent contractors. I can't say like, you have to do this, but I can make suggestions. So the Best Practices Guide was essentially a way for me to say, Here are the way, here are the way I do these things, and these are kind of the best practices that I've seen, and that actually grew and grew and grew because our team would constantly contribute.

I don't wanna pretend like I know it all. I don't, I am not the best planner in this room, so I was constantly gleaning from my team. To add into that somebody would, like, Skylar would share something and I'm like, okay, let me take that and put it in the best practices guide cause that's amazing. So it became this really big document with all these best practices in it.

And that's actually the information that you can sag. Now in my, my wedding planner academy is, I mean, it's like 10 years of. 50 planners worth of expertise and information and I just packaged it into the academy. So it's kind of funny. I obviously didn't build that with that intention of having an academy, but it just was at some point like, that makes sense.

I should sell that because I'm not even onboarding that many planners anymore. But I have created this giant resource for wedding planners, . So one thing I'll say for me, you know how I landed at at Aisle planner? Is that keeping this best practices guide and all of these templates and to-do lists inside Google Docs got crazy fast.

So I dove into the world of cr. And when I did that, I landed at a CRM that , I laugh. Um, it was not pretty at all and it was a little hard to use, especially for planners. So I, I actually reached out to this company and said, my team is, you know, we had this feedback and they were just like, you're not our target client.

We don. Okay. Thank you. Thank you. So when I found Aisle Planner, it was like an answer to. Like this is a company who gets it. They've created something that's beautiful. You know, we're serving luxury clients, so this is a really great fit with our brand cuz it's so beautiful, it's so seamless and it really was geared towards planners.

So I was just overjoyed by the way. You can email I planner and they'll actually thoughtfully respond and say, wow, that's great feedback. I was just like, what's happen? My whole team just lost their junk of R Planner, I mean, Was so exciting for us, and I think one of the best parts of I Planner is their guides and their how-to videos and that they've created all of that.

So if I have a team member that has a question about I planner, I'm not happy to answer that. I'm like, Hey, actually they have. Little portal where you can get all this information and learn things and improve your aisle planner skills. And so that's been huge cuz the training and the onboarding into that is not on me.

And I was able to take my checklist and things inside my best practices guide and put it into aisle planner for real time use with their clients rather than having to skim through 90 pages of information on Google Docs. So, That's been amazing. We actually use, I planer with all of our clients day of, um, month of, and people I know get their panties in a lot about the day of, month of thing.

When I say day of it's month of, of course, More than that. Um, however, if you wanna be found online for brides looking for month of coordination, they don't know that term. They're looking for a day of coordinators. So that's a little free marketing tip there for you. So I call it day of coordination. So day of coordination, clients, animal planning, clients all get access to aisle cleaner.

A lot of people were surprised by that because of the cost, but for me, It's worth every penny. And I mean, I'm paying for a lot of I planner  accounts because we have them for each location, and I think it's totally worth it because in our day of coordination, we have a day of coordination checklist and a full planning checklist.

In the day of coordination checklist, it's leading the client's. Through questions as they plan that we need answers to when it comes to handoff, and it makes that handoff so much more stress free. We can see so much. I don't know if you've ever tried to get information from a day of client, but it can be painful, painful to get the information you need to execute their day.

But if you have their aisle planner account, you can log in, see all their vendors, see their budget, kind of where they're at. You know, it's just so much information that we're able to snag from them. So that's been incredible. I have other thoughts on that. Uh, full planning clients, they are getting our full planning checklist.

The planner is assigning things to them. They're collaborating with the planner in the design portal, and it's just an incredible vetted, very trusted system and process for them that makes planning with them so much less stressful. In fact, a lot of our planners, they talk right with their clients, only an aisle planner, so it's all right there.

So super, super amazing. We actually. Before ap, I feel like it was impossible for me to ensure brand cohesion. So if I had a planner that was planning with me, but stepping away, starting something else, I couldn't guarantee that their documents were gonna show that this is a Chancey term wedding anymore.

But now their Chancey term weddings have the Chancey term logo on them. When they export a timeline for all the vendors, it says Chancey charm is a cohesive branded experience, and that has been priceless. The final thing I just wanted little. Kind of pro tip of as you. Expanding your team and thinking about your use of ILE Planner is that I'm able to jump in and look at all of our weddings anytime I want, which means I can actually track average budget, target client information.

If one of my planners get sick, which has happened before, someone can step right in and serve that client with excellence. Y'all. It's priceless. The information you can get. In fact, one of my locations, we kept seeing leads that were 30 K, 30 K, 30 K, 30 k. This is the early days of this location. And then the budgets at the end would be 90 K, a hundred K, 90 K, a hundred K.

So it was like, okay, we need to increase our pricing in that location because this is not, you know, and then also whenever we're showing. Our pricing in that location. We need to show them the average budget for that location. So it's just been really incredible tool to manage my team, manage brand experience, and also learn and grow and market from that platform.

So that's been awesome. My little tips that I wanna share with you guys on just training new team members is, um, my apologies. As you're training new team members and you kind of start diving in all to all of this, I just wanna encourage you that. Templates are everything  and do not reinvent the wheel.

So for me, I have a welcome, um, template, email template that's just like, Hey, I'm so excited you're gonna be part of the team. Here's a link to our resource page. So I have a team portal you can see on the screen. I have a team portal, and inside that portal I have all the links to. Any kind of best practices, information, contacts in the industry, aisle planner, training, all these things are in this team portal.

It's all in one place. It's very cohesive. It flows really well. And so the welcome email's just like, Hey, welcome. So excited to have you. By the way, all the information you're gonna need is in here to get rolling, and I'm about to email you with your new team email and your I Piner access. It's a very seamless.

Short to the point email, getting it done. It's a template now so I can onboard someone in like five minutes because it's all organized. It's a template and it's already in a portal and it's good to go. So my challenge to you as you start thinking about that is that inside my portal, I actually have training, uh, from Skyler.

She did a training on blue, like design blueprint. Skylar Sales training, Teka Sales training, Irene Sales training. There are so many great resources in this industry for training. Don't reinvent the wheel. Don't put the pressure on yourself to become a trainer. Purchase these things for new team members, get access to them for your team.

You know, I email Irene, ask her like, what's the cost for me to get this for my team? You know, just don't ran the wheel. Just try to rely on the things that are already out there, especially in the beginning, because the overwhelm of just having new team members and trying to figure out your processes is so much in this season.

Don't reinvent the wheel. Just find a solid guide that you. Have your team members review it privately and then ask questions. That's essentially what I do. I'm sitting this welcome team email template. I'm having them review everything privately and then I'm like, come back to me with questions. It makes it so much easier, so much cleaner, so much faster.

So that's kind of my little 2 cents on easy onboarding. That's kind of done for you, can be done in five minutes. And again, just a shout out to Aisle Planner for continuing to make the most incredible videos and team training stuff because. It makes it so much easier for those of us who are onboarding new planners into our system.

So my final bit of advice for you guys today as we kind of start to wrap things up here is there are two things, um, I do to create community and answer questions quickly for our team. Essentially, the idea behind this is to let your team help each other. It's so important, y'all, when I figure these things.

So much sanity returned to my life. So the first thing is we have a monthly team call. There was actually a season where we had a monthly team call and a monthly happy hour because our monthly team calls. I was doing different trainings and for a while you might have a season where for your team you need to be doing trainings during the monthly team call.

And the monthly happy hour can just be time to connect and talk about life, get to know each other cuz you're working virtually. Having team calls over Zoom just for an hour where you can connect kind of face to face with people. That's been huge for creating community, allowing me to train people. I record them, I've send them out to the team that can come.

So that's been pretty huge for that. But I think the biggest thing that's made the biggest impact is that we have a Slack channel. GroupMe is another way to do this. Having a Facebook page is another way to do this, a private Facebook page. But anyways, it's a private channel where my planners can get.

And they can talk with each other, so they can share life updates or they can ask questions. And when they ask a question for their clients, they have the power of the entire team behind them, the brain power of the higher entire team behind them. And what it did was it stopped the bottleneck that was happening in my email inbox where people were asking me a million questions, and often the same questions.

It's like, no one person's gonna ask this question on Slack. I'm gonna answer it. I might add it to my best practices guide. I mean, this is how kind of things grew, but it also allowed other planners to answer people's questions too if I was, you know, out with my son and not able to answer questions. So that's been pretty huge that I didn't have to answer every single question over the last 10 years that my team started answering questions for each other.

Priceless. A little, uh, plug inside my mastermind. My latest resource, ironically, is actually onboarding for new planners where I talk about my systems. I give that welcome email template. I talk about what we require, what we provide. Um, all these kind of different things for growing your team. And so that's been really fun.

It was such a need in my mastermind. Inside my mastermind there's a lot of planner who are like adamantly growing in their business mirror team, and so they had all of these questions and I was like, you know, I have a checklist for this. I should just like make this into a PDF for you guys. So that's been really fun.

Um, if you are interested in continuing to. Grow, launch your business, grow your business, whatever. Um, obviously my mastermind is a really great place to do that. Uh, for those of you who are watching this video inside the mastermind, I'm so glad you came. I'm so glad you watched this video. I'm so glad you're inside the Mastermind with me.

Obviously, I'm, I'm prepping for wedding MBA and doing all the things. Um, I really hope that today's information inspired you to build a team, to share your dream, to build a career that you love and have life balance and flexibility not only for yourself, but for your team. And, uh, I just really appreciate you taking the time to join me.