Tag: delegation

128: Collaborative Intelligence: Unleashing the Power of AI-Assisted Productivity

In today’s fast-paced and interconnected world, harnessing the power of technology and artificial intelligence has become essential for businesses and professionals aiming to thrive in their respective fields. Today, we have the privilege of hearing from a remarkable duo who have embraced the potential of AI to enhance their productivity and streamline their work processes.

Wes Gay is a StoryBrand Certified Guide, Agency Owner, and Private Workshop Facilitator. And since 2016, he’s helped hundreds of organizations find clarity with StoryBrand. Jodi Reiter is an accomplished Executive Assistant, bringing a wealth of experience from the marketing, advertising and photography industries as she supports Wes. They sat down with Ryan to share their experiences, strategies and success stories in utilizing AI to collaborate more efficiently and achieve remarkable outcomes. Listeners will learn about the most impactful AI tools on the market and how to weave them into your daily workflow.

127: Maxwell Leadership Exclusive: Using Time or Abusing Time

Today on the podcast, we have a special episode courtesy of our friends at the Maxwell Leadership Podcast. BELAY CFO Lisa Zeeveld sat down with Mark Cole recently to co-host an episode of the Maxwell Leadership Podcast about how to get time back as a leader.

126 Bonus: How to Keep Priority Emails From Getting Lost In the Mix

In this Bonus Next Step, Tricia and LZ share how to identify and prioritize your most important emails so they don’t get lost in the mix.

126: Inbox Zero - Email Inbox Management

Communication is a critical part of leadership. But managing email can be tedious and frustrating for busy leaders. In this episode, Tricia and LZ will discuss their strategies for email management and reaching “inbox zero.” Leaders will get new ideas about how to manage email, how Tricia and LZ delegate to their virtual assistants, how they prioritize their emails, and a lot more!

124 Bonus: How Your VA Can Help With Social Media

In this Bonus Next Step, BELAY Solutions Consultant Theresa Summerlin breaks down the pros and cons of hiring a virtual assistant to help run your social media, versus hiring a dedicated social media manager.

124: How to Tackle the Social Media Problem in Your Business

There’s a major difference between recognizing that social media is important and having the knowledge and skills you need to use it effectively. If you’re struggling to find the time to devote to social media, or you want to take your strategy to the next level, it might be time to hire a social media manager. In this episode, BELAY VP of Marketing Amy Appleton talks with Solutions Consultant Theresa Summerlin about the different ways that hiring a social media expert can help your business’ marketing, sales, and customer service. Theresa also shares some practical tips for leaders who are managing their own accounts and discusses a few key signs that it might be time to start outsourcing this piece of your business.

123 Bonus: How to Spot Hiring Red Flags Early

In this Bonus Next Step, Tricia and LZ share some of the key red flags to look out for to determine if someone isn’t right for the job..

123: DNA of a Great VA

What makes up the perfect virtual assistant? What should leaders be looking for when they are hiring this important position? In this episode, Tricia and LZ will share the key attributes that make up a great VA, from their decades of experience in interviewing, hiring, and being them. They’ll leave our listeners empowered and equipped to find the right fit for the job, knowing exactly what to look for in a great VA.

122: How Fractional Hybrid Workforces Can Benefit Churches

In this episode we’ll talk with BELAY’s own Ryan Fitzgerald, who is our Director of Marketing. He’ll talk about his experience with managing hybrid teams in a church setting and the various benefits of fractional, hybrid workforces for churches and nonprofits. Business owners and church leaders who are on the fence about remote work should get a lot from this episode.

121 BONUS: How to Start Marketing Without a Team

In this Bonus Next Step, BELAY’s VP of Marketing Amy Appleton tells small business owners and solopreneurs who haven’t made their first dedicated marketing hire where they can go to get help.

119: Making the Most of Your Personal & Professional Life

We all want to hire people who are good at what they do, but how do we make sure we’re allowing our team members to play to their unique strengths? This is a question that Carrie Fabris has helped many leaders answer as a coach and a speaker, and in this episode, she’s going to share her insight with our listeners. Anyone who listens to this episode should gain a better understanding of what it means to leverage your strengths in your personal and professional life, while also equipping others to do the same.

How to Stop Self-Doubt & Become a Confident Leader

Even the most capable working professionals struggle with self-doubt, costing themselves time, money, opportunities, and their reputations. This week, we’re featuring one of our favorite episodes from the last two years of the One Next Step podcast. In this episode, BELAY CFO Lisa Zeeveld interviews Tricia Sciortino, BELAY CEO, focusing on her approach to helping leaders harness their grit and trust their gut so they can defeat self-doubt, gain confidence, and make progress on their priorities.

116 BONUS: What We've Learned as Married Business Partners

In this Bonus Next Step, BELAY clients Tony & Kristina Ebel share the biggest lesson they’ve learned about relationships from running a business together.

116: How A VA Can Help Scale Two Businesses at Once

Many business owners who hire a virtual assistant expect that it will help them stay organized professionally, but people don’t always realize that working with a VA can also empower you to build a healthier personal life. This is especially true for today’s guests, Tony and Kristina Ebel, because they are spouses who run two successful businesses together. Tony and Kristina are the owners of The Pediatric Experience, which includes both a brick and mortar and an online business. In this episode, Kristina and Tony will talk through some of the biggest challenges they’ve faced while building their businesses, and they’ll explain how hiring a BELAY virtual assistant has helped them grow both individually and collectively.

114 BONUS: How To Set Your VA Relationship Up For Success

In this Bonus Next Step, BELAY client Bruce Ackerman talks about the most important things you can do to create a lasting partnership with your new VA right from the start.

114: What Can a Virtual Assistant Do For You?

When scaling a business, it’s natural to reach a point where you feel like your limited capacity is slowing down the business’ growth. In this episode, LZ will talk with Bruce Ackerman about his experience hiring a BELAY virtual assistant. Bruce is the founder of Printavo, a software company that helps screen printing shops stay organized as they grow. Bruce will also talk about some of the biggest challenges he’s overcome while building his business and will share advice for other entrepreneurs.

111: 2022 Social Media State of the Union

What worked for your business on social media in the past — even six months ago — will probably not work today. Social media is constantly changing, and keeping up with the latest trends and growth strategies is a full-time job. So in this episode, BELAY Social Media Strategist Jessica Doehling provides a state of the union on social media in 2022. She breaks down the biggest trends, explains how to determine which platforms you should focus on, and gives an overview of the most important things to include in a social media strategy. Whether you’re running your own socials or just want to better understand the landscape your marketing team is working in, this conversation is packed with useful information.

109: 4 Strategies for Effective Communication

Communication is one of the most important parts of a leader’s job, and yet 66% of leaders report feeling uncomfortable communicating with their employees. In this episode, BELAY Vice President of Operations Matt Seaton unpacks four necessities for communicating effectively with your team. He also shares practical tips for implementing those strategies and explains how leaders of remote and hybrid teams can build connections even without physical proximity.

107: How To Get Buy-In To Your Mission, Vision & Values

In this episode, BELAY CFO Lisa Zeeveld and CEO Tricia Sciortino break down the process of building culture, from defining your values to integrating those values into your team’s daily routines. Tricia and Lisa also share some creative examples of the ways BELAY has implemented the core values of gratitude, fun, and vision.

106: My Pleasure: How a BELAY VA Serves Chick-fil-A

In this episode, BELAY CEO Tricia Sciortino talks with Chick-fil-A operator Rob Herold and his BELAY virtual assistant, Mindy Brewer. Rob and Mindy share practical insight about the process of onboarding and beginning to delegate to a VA. They also explain how their partnership frees Rob up to focus on the things he does best. Whether you’re currently working with a VA or you’re considering hiring one but aren’t sure if you’re ready, this episode is full of valuable information.

105: 4 Strategies Top Leaders Use to Be Productive

As a leader, you’re responsible for setting the tone when it comes to your team’s productivity. But in a culture where many of us confuse busyness for productivity, it can be difficult to find the daily rhythms and structures that help you and your team accomplish your most important tasks. In this episode, BELAY CFO Lisa Zeeveld talks with V.P. of Marketing Amy Appleton about four strategies leaders can use to be more productive with their time, physical space, meetings, and delegation. They share practical tips for becoming a better delegator, setting up a physical space that’s conducive to productivity, structuring meetings for maximum effectiveness, and more.

103: Critical People Skills for Hybrid Teams

Strong relationships are one of the keys to building a great company culture, especially for remote or hybrid teams. In this episode, BELAY CFO Lisa Zeeveld shares a few key hacks for leading with empathy, setting clear expectations, and creating a culture where feedback is encouraged. Whether you’re new to working with hybrid teams or you’re an experienced leader who just wants to learn more, this episode is full of practical advice and insight.

102: 4 Ways to Stop Being the Bottleneck

When you’re looking to grow your business, the answer is usually less about working harder and more about delegating effectively. That’s why Stacy Tuschl is so focused on helping business owners stop getting in the way of their own growth. In this episode, Stacy shares practical advice leaders can use to start delegating, creating more accountability among team members, and setting up systems that allow the business to keep running smoothly.

099: How to Take Time Off As a Business Owner

In this episode, LZ and Tricia will talk to busy leaders about the importance of taking time off. Too many leaders and business owners go so hard that they don’t take time for themselves. LZ and Tricia will help leaders understand why vacation time is so important, both mentally and physically. And they’ll explain some strategies and techniques leaders can use to help them implement healthy processes that allow them to get away.

096: 90 Days to Financial Clarity in your Business

Some business owners don’t understand the value of having a bookkeeper. They might not even realize how beneficial bookkeepers are until they have one in place. In this episode, Catherine Bowman will talk about her first-hand experience as a BELAY bookkeeper, and how bookkeepers help their clients save time and money. She’ll also talk about how they help entrepreneurs wisely manage and spend their hard-earned dollars.

095: How to Build a Culture of Resilience, Belonging & Success

In this episode, we are joined by Mohammad Anwar, the President and CEO of Softway. He’s authored a Wall Street Journal best-selling book called Love as a Business Strategy, and he’s going to talk to us about how to implement this transformational idea all around building a culture of resilience, belonging and success. Listeners will leave this episode feeling hopeful and ready to at least begin thinking about making some changes in their business and culture after listening to Mohammad.

094: EntreLeadership Exclusive: The Key To Developing Effective Team Members

In this special episode, BELAY CEO Tricia Sciortino joins The EntreLeadership Podcast, where she talks with their host George Kamel about how finding a high-performing assistant who thinks like a leader can help business owners take back their time and focus. The conversation was so enlightening that the One Next Step team wanted their listeners to hear the original interview with audio generously provided by The EntreLeadership Podcast.

093: 7 Surprising Ways a Bookkeeper Can Help Grow Your Business – Part 2

In this episode, Melissa Baggett, the senior client success consultant at BELAY, and Melissa Tidwell, solutions consultant, continue their talk about the surprising ways a business can use a bookkeeper to grow their business while saving money along the way.

091: How The Cookie Crumbles: The Truth About Leading a New Industry and Building a Brand

What does it take to be an industry leader? Tiff and Leon Chen basically built an industry from scratch when they created Tiff’s Treats, an amazing company that delivers warm cookies to your door. They have raised hundreds of millions of dollars to create the Tiff’s Treats brand, built around technology, charity, and warm moments. In this episode, they’ll talk about how they built their company, how they’ve used technology while still growing and creating personal moments, how they approach fundraising, and much more.

090: How to Achieve Goals that Feel Impossible

Many people never reach their potential simply because they are scared and fearful about stepping out. In this episode, Jason talks with Tricia about how everyone can cultivate a mindset that allows them to be more successful and fulfilled. He’s incredibly confident that anyone can achieve goals that they once thought were impossible.

089: What Companies & Churches Can Learn From Target

In 2014, faced with a lot of disruption within the company, Target realized it needed to make some changes. Nathan Artt, the Principal and Founder of Ministry Solutions and author of the new ebook, Target Corp and the Flexible Church, realized that churches had a lot to learn from Target’s former situation. He talks with us about those major changes, why Target saw the need to make them, and what churches and business owners can learn from it.

088: Best of Marketing & Sales: Season 1

Are you looking to build and grow your marketing and sales processes? If so, this Masterclass episode is just for you. Tricia, LZ, and several guests will help small business owners who might not have a fully staffed sales/marketing team learn how to take their marketing game to the next level.

087: Why You Need a Financial Wellness Program for Your Team

Ilyce Glink is the CEO of Best Money Moves and an expert on financial wellness programs. She will share with our listeners why a financial wellness program is important, how it benefits teams and organizations, and how an employer can successfully incorporate a program like this.

086: How to Win More Customers Through Your Company Culture

We don’t often think that culture and branding are connected. But Ted Vaughn – co-author of Culture Built My Brand and co-founder of Historic Agency – will show us otherwise. In this episode, he will talk about the Marquee Culture Method, what it is, how it works, and how to put it in place in your organization. You will better understand how culture and branding are related and what you need to do to win more customers.

085: How to Delegate Effectively: Part 2 of Delegate to Elevate

This is the second of a two-part episode about delegation. Matt Seaton, VP of Operations at BELAY, joins the podcast to discuss the nuts and bolts of delegation. He and Lisa will talk about how to be effective at delegation, how much you should delegate, the differences between remote vs traditional, how to build a culture of delegation and much more.

084: How to Know It’s Time to Delegate: Part 1 of Delegate to Elevate

In the first of a two-part episode about delegation, LZ and BELAY’s Director of Marketing, Amy Appleton, will share how a leader can know when it’s time to start delegating, the obstacles they’ll face, and how to develop trust with other team members (i.e. contractors, employees, etc.). They’ll also talk about the myth of the “Superhero ideology” and why “I’m fine” just doesn’t always cut it.

083: How A Bookkeeper Can Help You Prepare for Tax Season

In this episode, Tricia and Lisa will discuss the ways a bookkeeper can help you prepare your business and alleviate the stress of tax season.

082: What We Can Learn from 20,000 Small Businesses

J.R. McNair, a small business consultant who is considered to be one of the nation’s foremost experts on startup businesses, joins us to talk about just that. He’s also the founder of The Velocity Accelerator and Small Business Day: The nation’s largest startup launch event. He’ll chat with us about some trends he’s seeing in small businesses and what we can learn from the thousands of small businesses he’s worked with.

081: What Your #2 Wants From You

McKenzie Reeves Decker is the COO of System & Soul, and she works for a visionary, driven leader. In this episode, she talks about how to make the most of a relationship with your leader, and why it’s so hard for some leaders to ask for and receive help.

079: The 3 Levels of Awareness and How They Drive Performance

Dave Richards is the CEO and Lead Coach at Elite Performance Associates and a former executive director for John Maxwell’s company. In this episode, he’ll talk with Tricia about self-awareness, relational awareness and situational awareness and how leaders can benefit from more of each.

078: Why Most Entrepreneurs Struggle with Managing Money

In this episode, Brooke Cecil, the Director of Client Relations at BELAY, will talk to Lisa about some problems entrepreneurs face when wanting to get started with a bookkeeper, and how to overcome them.

077: What to Know When You Can't Hire a CFO

In this masterclass episode, Tricia and LZ will dig into the question: While you’re still building your business, what tools are essential to making sure you keep your finances in order to scale your company?

076: Year In Review: Top 7 Next Steps From 2021

Excerpts include Tricia and LZ’s advice on how to say no and helping employees be productive without micromanaging. Tricia and LZ’s assistants, Kate and Melissa, join the podcast to discuss best practices for working with an assistant. Ian Morgan Cron sits down with our hosts to talk about the Enneagram and how it relates to self-awareness and leadership. And Krisha Buehler walks us through building a supportive and available remote work culture.

071: How to Stop Self-Doubt & Become a Confident Leader

In this special episode, Lisa interviews Tricia, focusing on her approach to helping leaders harness their grit and trust their gut so they can defeat self-doubt, gain confidence, and make progress on their priorities.

041: Pants Optional: How to Zoom Your Way to Your Best Hire

In this week’s episode, we’re going to discuss this issue with Krisha Buehler, BELAY’s VP of Human Resources. She’ll share a few tips on how you can more effectively identify the right people, avoid the wrong people, and safeguard your company culture so you get the help you need without comprising the help you have.

031: How to Leverage Your Executive Assistant Part 2

This week, we are continuing our conversation around how to help you better lead your organization by learning to leverage your executive assistant in more effective ways. Here to join us again for this conversation are our very own executive assistants, Kate Sawtelle and Melissa Lawrence. They are ready to jump in and help us discuss how leaders can best work with their executive assistant to build trust, effectively create expectations, and better communicate.