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The Ultimate Business Success Blueprint: Sales, Systems, and Strategy

Published on: 3rd March, 2025

In this episode, Dani discusses the ultimate business success blueprint, focusing on the importance of sales systems, strategy, and financial habits. She emphasizes the need for smart investments, building financial confidence, and practical steps to increase profit. Dani also invites listeners to join her community for further support and resources.

Queens Connection Club

www.queenofbusinessorganisation.co.uk/connectionclub

Business Fundamentals Book:

www.queenofbusinessorganisation.co.uk/books


Organised Business Toolkit:

www.queenofbusinessorganisation.co.uk/toolkit


Podcast created by Dani Louise Smith, the Queen of Business Organisation using Riverside and captivate.fm


*some links featured in this episode are affiliate links and I may be paid when you make a purchase via my link.

Mentioned in this episode:

Joint the Queens Connection Club

If you’re ready to create more sales, more clarity, and more ease in your business, click the link and join us inside The Queens Connection Club today! www.queenofbusinessorganisation.co.uk/connectionclub

Transcript
Speaker A:

Hello.

Speaker A:

I want to let you into a little secret.

Speaker A:

So with recording these podcasts, I did an episode during these first 10 episodes where I'm repurposing the 10 chapters of my book.

Speaker A:

Sort of, I'm not really reading from the book, but I'm focusing on those topics.

Speaker A:

And when I did one of them, it was, I think 50 minutes long.

Speaker A:

It was the mindset one.

Speaker A:

But there was a lot to cover.

Speaker A:

And so now I'm trying to be mindful of how long I'm spending on each episode.

Speaker A:

And so I've got myself a, a little timer to just keep an eye on it and keep it to 20 minutes.

Speaker A:

And it's just like a game changer and I love it.

Speaker A:

So I'm nearly at the end of my 10 episodes, but I haven't shot them all in, in one one go.

Speaker A:

That would be crazy because I do think my voice is about to go.

Speaker A:

However, I've done a lot today and in this episode today we're talking about the ultimate business success, blueprint, sales systems and strategy.

Speaker A:

The three topics that this podcast is based around that my membership is built on because it's what I'm all about.

Speaker A:

And I'm really excited to dive into this topic for today with you.

Speaker A:

So long term financial success and smart money habits are so, so important when it comes to, to sales systems and strategy.

Speaker A:

Like it, long term success doesn't come without, doesn't come without those smart money habits.

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So when it comes to selling, you've, I mean, speculate.

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To accumulate is a thing because we do need to invest.

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Marketing does cost money, it costs time.

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So we do need to invest something in order to get the sales.

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Often we need a system behind that, whether that's automation, whether it's a tech system, payment gateway, email marketing system, CRM system, all of those.

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And of course, we need a strategy as well in order to be able to get your business out there, to get it visible, to get nurturing people and to get people buying from you.

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So we need a strategy for all of that.

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So long term financial success comes with building the habits around sales systems and strategy into your daily business actions.

Speaker A:

And it comes, it comes with its challenges.

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It definitely comes with its challenges.

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So some of the things that I've talked about in previous episodes that people do struggle with quite often is managing cash flow.

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So dealing with the financial side of the business, sometimes it's feast or famine.

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So some months are higher cash months than others.

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And, and there's cycles like that that are happening also energy dips as well.

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Maybe life can affect your business.

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So we need to kind of build your need to focus on selling things that allow you to have different income streams.

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So if one of them goes, you've still got money coming in.

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Systems that mean your business can function without you being fully present all the time.

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And a strategy that does the same as well to bring in those sales and have the systems running behind the scenes.

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So you don't need to be there all the time because these things help manage the cash flow, avoid feast and famine cycles and also when you have those, then energy dips.

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When life happens, you're still going to be able to bring in money and all of that will then accumulate into creating predictable income streams.

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So a predictable income stream is going to be something that you know how much is going to come in.

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So for example, I sign a one to one client, they pay monthly, then say I have 10 of the time, 10 times that I know how much the time clients are paying.

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So I can predict, say they all magically signed up this month for a 12 month contract, I can predict my income for the next 12 months.

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So, and actually this is something I did.

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I had 10 people sign up to my foundations program two years ago and when that happened had 10 people.

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So I knew what my baseline predictable income was for the gear.

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I knew what I was bringing in, which was amazing.

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So you want to create that, you want to create a predictable income stream and then build and stack on top of that.

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And that's where setting up recurring revenue streams comes in, which really helps with sales, which helps with having systems in place and a strategy.

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So think about how you apply sales to this, how you apply systems to back it up and a strategy to create that.

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So, so it kind of flaws from having the strategy, the system backed by the strategy to get the sales.

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So setting up recurring revenue is really, really important.

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And it's something I advocate everybody to do right from the beginning of your business.

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Because I have dealt with a lot of clients that have built up one to one income streams.

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They're making money, but then they hit a ceiling.

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They're not able to fit anything else in time wise or earn any more money because of this issue where they're then fully booked and they can't implement a membership or implement a course or passive income streams to bring in recurring revenue because they've not got that time.

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So we need to look at how to organize ourselves better.

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Usually it often comes with doing some automation first, looking at time management and potentially sometimes even having to give up clients or let clients go so that you can implement the time to to build in another income stream and have recurring revenue from different sources.

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So I definitely recommend that your blueprint for sale success is having different income streams from different sources, the systems behind them to allow them to automate as much as possible to save time, and then a strategy for each and every income stream that you have that is really powerful.

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I'm also going to talk on investing in your business wisely because I have not always invested in my business wisely and I know a lot of people don't.

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Every one of us are probably going to say something that we've invested in that we regret.

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However, I'm not going to say regret because I think everything has got me to where I am today and I'm grateful for that.

Speaker A:

But you do want to be investing in your business wisely.

Speaker A:

So this is where coming into thinking about what you're investing in and not just making impulsive decisions, although sometimes it impulses buying decisions do lead to some great things.

Speaker A:

Of course they do.

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But it's making sure that you're thinking about what you're invested in, what the potential return on investment is, and whether it's something you actually need right now.

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And I talk about this a lot with my clients that sometimes we are told to do something.

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An example, I'm going to use the example Pinterest.

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I was advised by someone to use Pinterest to help build up SEO, build traffic to an Etsy shop, to my website, whatever, right?

Speaker A:

Because it can work and it's a valid strategy.

Speaker A:

However, I do not know the platform at all.

Speaker A:

It's something new to learn.

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I'm already running Instagram, Facebook, an email list, this podcast, and I repurposed this onto YouTube as well.

Speaker A:

So that's a lot of things to manage.

Speaker A:

So to add another one, you're just spreading yourself too thin and you don't want to have to learn a whole other topic.

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If Pinterest is something that I'm not interested in learning right now or doing for my business right now, then why would I go and invest in a course to teach me that?

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And this is what people do.

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They are convinced that they need something, so they go invest in it right now, when actually it's okay to leave that as a future project.

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So it's thinking about investing in your business wisely, but what you might invest in, that's going to help your growth right now.

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So that is the difference between a smart investment and unnecessary spending.

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Thinking about, do I need this Right now.

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And I realize I could be doing myself out of a disservice by sharing this, but if it means that you make a smart investment and you choose to come and work with me, or you avoid an unnecessary spending by doing that, then great, because I want you to think about the cash flow in your business and I don't want you to think about, you know, I don't want you to step into fear with this and fear of investing because investing in your business is a good thing.

Speaker A:

But.

Speaker A:

But I just want you to be mindful.

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So how to decide actually is really important to invest in?

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Coaches.

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Coaches, courses.

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I just kind of blended the words together then.

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Courses, coaches, or new tools for your business.

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I think as soon as you're making a little bit of money.

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So if you've just started out, then obviously you're probably not going to be turning over a profit.

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So you're probably not in a position to invest heavily.

Speaker A:

However you do, if you're starting out, you do need to learn the skills to be able to start and grow a business.

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If you are wanting to automate, you might need to invest in systems or tech to do the jobs that you need to do.

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If it involves learning something, you might need to invest in a course to do that.

Speaker A:

So sometimes you have to speculate to accumulate and it can leave you in a chicken and egg situation and there's only you that can decide how to escape that or what that looks like.

Speaker A:

And I think that if you know you need to do something, you are always going to find a way.

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As long as you're that kind of person that adapts, that mindset like I will find a way doesn't always have to cost money.

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It could be service swaps, it could be doing research and learning.

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You can learn it from, you can learn most things these days from YouTube, Google or books.

Speaker A:

It's not, it's not that hard.

Speaker A:

It's just the time element.

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And obviously you don't get personalized support with those things.

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Whereas with a course, with a coach, or with a new tool for your business, you, you're more than likely are going to get customer service, I hope, or some support with that, which is what you're actually investing in.

Speaker A:

It's not the knowledge, it's the support alongside that knowledge.

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So just be mindful of that when you are investing.

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Building financial confidence as a business owner, it comes from actually practicing that.

Speaker A:

So practicing selling to get confident in sales, confident is built by doing so.

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Just take the action.

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Even though it's scary and Be consistent with it even though it scares you and see what happens.

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And in with systems as well.

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Financial confidence comes from again doing the thing, using the system, trying it out, see if it works.

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If it doesn't, audit it, tweak it, adapt, move, move on from it.

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And the same with your strategy because you can't know if it's going to work without first trying.

Speaker A:

And this is a block that holds so many people back.

Speaker A:

In fact, one of my master classes, it's my income producing master class, my first favorite master class to ever, ever do.

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I love it and I think I'm going to bring that back this year actually.

Speaker A:

I feel like I need to.

Speaker A:

It's brilliant.

Speaker A:

And in that I have this chart where it's like a line and at the start of the line it's like a startup business owner and at the end of its financial freedom because most people want that time and money freedom.

Speaker A:

And there's a few steps on this like line and halfway, well not even halfway, probably three, one quarter of the way through is a line and on there it's, it's the point that people stop.

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So people only get so far because they were scared to invest in the tech or scared to learn something new because they don't have the confidence in themselves with it.

Speaker A:

But actually it's in doing that thing that takes you over the line and closer towards financial freedom.

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And this is where it comes to like strategy, systems automation and all of that juicy stuff that actually is the stuff that makes you want it.

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So it's really important to do the mindset piece around that and take back it by the action to get where you want to be.

Speaker A:

So overcoming money fears and limiting beliefs are really, really important to work on around that.

Speaker A:

And it's about when it comes to sales and systems and strategy and when you are investing and when you are working on these things and you are looking at money, it's about viewing money as a tool for growth, then something to fear.

Speaker A:

Because as long as you're fearing money, actually you're attracting the same thing back to you.

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So if you're fearing investing in your business, how can you expect someone to willingly and happily invest in you?

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Because it is a cycle like for, like what you put out is what you get back.

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So if you, if you know that, if you didn't know that after, before today, you're welcome.

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But if you already did know that, then why are we like we as human beings, we behave in a way that attracts things back to us.

Speaker A:

So we need to behave how we want to receive.

Speaker A:

So, for example, I invest in a business coach.

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I invest in the tech for my business to do what it needs to do.

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I have in the past invested in courses, trainings, memberships, all sorts of different things.

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Because why would I not try that for myself and experience that for myself before offering it myself as well?

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So, for example, I run a group program.

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I didn't set that up before doing training with someone else or group coaching with someone else.

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I run a mastermind.

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I didn't set that up without first experience.

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In fact, I experienced three masterminds before I did this.

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I'm now in my fourth mastermind.

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So it's having that experience so you can learn how other people do it, but also feel that experience for yourself and then create it too.

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And I'm not saying copy it, because FYI, my mastermind is very different to all of the masterminds that I have been in because I just, I liked the experience of a regular group session where people could help each other as a community and not just be coached one on one.

Speaker A:

I love that.

Speaker A:

So I wanted to create that for my clients, but I did it in my own unique way and that's what's important.

Speaker A:

I want to share with you three things you can do today to help with your sales, your strategy, and your systems.

Speaker A:

So the first thing is review and adjust your current pricing to reflect the profit in your business.

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So when it comes to selling in your business, if you're not quite where you want to be in terms of money or in terms of sales, reflect your pricing to reflect to reflect your profitability.

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Free business.

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That's the first thing.

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The second thing is to set up a simple budgeting system for your business.

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So making sure that you have a plan in place of how much you're going to spend, what you're going to invest in, knowing what your income is, knowing what your outgoings are, all of the stuff that I literally talked about in the financial episode, which was the last episode.

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So if you've not listened to it, go and listen to that one.

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So set up a simple budgeting system for your business.

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And then the third thing is to identify one way to increase budget profit.

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So there's different ways you can do that.

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One obvious one is to raise prices of something.

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So if you want to increase profit, you can raise the price of something that you already have.

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And this is the one that most people go to.

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But actually there's other ways we can earn more without having to charge more.

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It's just about Looking at where you can do that, the second way again is an obvious one, is to cut expenses.

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So if you've got expenses, then obviously you're going to have more profit, especially if you have monthly recurring revenue.

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So if you can do that, do that, look at what you don't need and let it go.

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But the third and final way I want you to think about how you can increase profit is through creating an upsell.

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So I want you to either create an upsell or a bundle of something that you already have so that you can sell, sell more without doing more.

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Because this one thing, imagine what one person does that, but then Times that by 10, that will be beautiful, right?

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That more money coming through your, your stream of your sequence.

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So imagine you have a product that is £99 and someone buys that and then they just get a generic thank you page and then they get the service.

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Whereas if, what if they were added an upsell on that 99 pounds which was 49 pounds, so they buy this service for 99, but then they also get this 49 pound service, then that's great because you have been able to help them with something else that they need and you've made more money.

Speaker A:

But then the likelihood, what is the percentage likelihood of people that are going to come through this funnel, that are going to buy this, but also want this so this 99 pound thing and then this 49 pound thing.

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So you're going to end up literally increase in your profit if every time someone buys X they get Y.

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So think about how that look can look for your business and your systems and your strategies and see what works to get well together.

Speaker A:

I am gonna.

Speaker A:

I have got an invite for you.

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As my final thought for this episode, I want to invite you to check out first of all my business fundamentals book because I talk every everything in there.

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10.

Speaker A:

These 10 chapters are going to help you cover everything.

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You need to work on your sales, to work on your systems, to work on your strategy.

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So definitely have a look at business fundamentals.

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The second thing is my organized Business toolkit.

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Because in there there are some resources that can again help with all of this.

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So on there you've got spreadsheets and budgeting plans and things like that that you can go in.

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There's blank documents that you can go fill in and use for your business to help you manage all of these things.

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So have a look in the show notes, get the links to those.

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This is completely free is the Organized Business Toolkit.

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So go get your hands on that.

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Of Course, if you want to stake it, step further.

Speaker A:

Come and join us in the Queen's Connection Club where every month we have a training based on something around sales, something around strategy or systems so that you can grow your business again.

Speaker A:

Details for that will be in the show notes and I'm pretty sure I'm going to slide an ad in here into this podcast at some point if I figure out how to do that, which I'm sure I will because I'm determined, I determined to do that.

Speaker A:

So come and check out the Queen's Connection Club as well, where not only do you get to work on your strategy, systems and sales, but you also get to build connections with that community as well.

Speaker A:

So we're not, we're called a club for a reason because you get to be part of the community and connect with others, get to network and co work.

Speaker A:

It's not just about your business, it's about collaboration and connecting with others as well.

Speaker A:

So come and connect with us inside there.

Speaker A:

If you've enjoyed this episode, please do remember to give it a share to like and subscribe, rate and review and do all those things that I keep on asking you to do at the end of every episode because it truly, truly does help it create.

Speaker A:

It takes a lot of work to create all these podcast episodes and I'm literally putting everything into it.

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I'm not holding anything back because I want you to be able to see what it takes for you to run a successful business.

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I want you to be able to earn more money through sales.

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I want you to improve the systems in your, in your business to give you back some time and I want you to start being strategic to do those two things, sales and systems.

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So earn money, save time and that's what I'm all about.

Speaker A:

So it takes a lot of work to plan what the episodes are going to be.

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It takes a lot of time to sit here in my office and record them and and I actually had to buy this microphone that I'm using.

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My earphones I already had.

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But these microphones are not cheap.

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And you know, I actually pay for software for this now.

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I pay for two different types of software to make sure that I can deliver this to you.

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And I'm doing it completely free so a share would be massively, massively grateful.

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And you just never know who is going to benefit from hearing this too.

Speaker A:

So thank you so much for continuing to listen if you've been listening or if you're new here.

Speaker A:

Hello.

Speaker A:

Come and say hello to me and let me know who you are and what you do because I love to connect with more business owners.

Speaker A:

But that's it for today.

Speaker A:

So please do go and share and spread the word and I will see you in the next episode, which is the final number 10th episode of the Chapters topic.

Speaker A:

The topics of the Chapters from my book and then we will actually be getting into bringing you some special guests and also my solo episodes on very different topics which by the way are going to be accumulated based on.

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It will be based on what I'm selling at the time.

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So being strategic of course, as I always talk about, but also I'm going to base the topics off the members in my Queen's Connection Club membership.

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The late ladies in there are going to help me decide the topics that I bring to you because whatever they need support with, I can guarantee you as a listener will need support with as well.

Speaker A:

So I'm looking forward to seeing what we bring to the future of the sales strategy and systems podcast.

Speaker A:

Thank you so much for listening and I'll see you in the next episode.

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About the Podcast

Strategy, Sales & Systems Podcast
Business Podcast for Growing Your Service-Based Empire
The Queen of Business Organisation brings you The Strategy, Sales & Systems Business Podcast for Growing Your Service-Based Empire , for business owners who are ready to hear real talk on building a successful business. Dani walks you through the reality of what it takes to put a business strategy in place, achieve recurring revenue through sales and get your business organised with sustainable selling systems, whilst embracing the chaos of family life, being a carer or managing additional needs. She is passionate about helping you to build and grow a business that you love and make more money!
www.queenofbusinessorganisation.co.uk

About your host

Profile picture for Dani Louise Smith

Dani Louise Smith

The Queen of Business Organisation
Business Coach, Mentor and Best-Selling Author