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  • Writer's pictureKatrina Julia

14 Day Challenge: Scale Smart: Day 9

Updated: Apr 30, 2020

Are you ready to scale smart with your business? Do you want to create a business with time freedom with automation, amplification, and delegation? Does your business have a lot of repetitive tasks you and/or your team do over and over? Have you set up communities where you automatically and regularly share opportunities?

Whether you are an entrepreneur, wellness coach, course creator, and/or business owner, scale smart will help you take your business to the next level.

No matter whether you work for a business, are building your side hustle, or pursuing your passion and purpose full-time, scale smart will help you learn and apply tips and tools to automate, leverage, and delegate tasks.

When you scale smart, you are learning how to operate your business like a boss. Scaling smart starts with identifying repetitive tasks e.g. an e-mail, course delivery, and business development. Once you identify a task, outline the steps you currently take to do a task.

If you haven't already, research tools to help you automate first. The goal is to automate as much as possible freeing up time on manual tasks. Once you have automated, determine how you may team up with partners for promotion. Review your process for inefficiencies, and delegate remaining items that are not essential for you to perform.

In serving and scaling in >7 industries in strategic, financial and operational roles with structure and systems, I regularly apply and learn new ways to scale smart. Keep in mind, if you insist on maintaining control of everything and won't let any task go, you are your own bottleneck. Not only that, you aren't freeing up your time to be, learn and do more.

A great place to start with scaling smart is your email. Craft an out of office with clear directions on where to go for what in your business. On your auto-responder e-mail, add in an expectation and boundary of a time frame for responding in case their question wasn't answered. Regularly review your auto-responder for additions and revisions for repeat items.

Since 1997, I have served in industries ranging from banking to education to retail to travel to consulting. I regularly look for ways to increase efficiency on manual tasks by simplifying steps and automating. From there, I outline tasks to delegate any non-essential items. I created a habit to automate and delegate a minimum of five new things weekly.

Scaling smart with an all in one lifestyle brand led me to learn many new skills and tools. When you decide it is time to scale smart, everything changes. In the 14 Day Challenge, Day 1, I shared how transformation is required to create a life and business you love. In the 14 Day Challenge, you will experience 12 themes to create a life and business you love from faith to wellness to money and travel.

Whether you create with our community on the blog, podcast, and/or in the 14 Day Challenge sneak peek to our monthly mastermind, Creation Club, you will experience transformation like never before. On Day 9 of the 14 Day Challenge, it's time to take on scale smart.

Shot on my Canon EOS M100 on One Day in Isla Mujeres

Scale Smart Intro

Scale Smart starts with strategy, structure, systems. Your first step may include writing down daily tasks you do over and over. Your next step includes researching and/or delegating what tools may exist for automation. When you identify a tool for automation, you implement the tool and/or delegate the implementation.

Along the way, consider new ways to partner and promote your business with people in communities online and live. Think about what else you may delegate in an area.

An example may include your Social Media posts for channels. You may decide you handle your Instagram for now, and maybe later get help for assistance with engagement and comments. In comparison, you may decide to create an initial template on Canva for your Pinterest and/or Twitter, and then delegate the creating of posts.

You may use tools like IFTTT and Hootsuite to automate the posting while delegating the scheduling. It's easy to see how you free up a lot of time with a smart social practice. I regularly assess and apply all of this on our own social media.

Scale Smart involves:

  • Identifying Foundational Areas

  • Reviewing your Social Media and E-Mail

  • Partnering on Promotions and Press

  • Increasing Use of Platforms

  • Decreasing Time Spent on Non-Essential

  • Creating a Habit of Delegation Weekly - Monthly

  • Tracking Your Time and Related Results

Scaling Smart helps you and your business grow. Are you clear on your foundation? How are you growing now? Is your business stable? What ways could you and your business grow online and live?

Scaling Smart involves reviewing boss brand, money maker, and website wonder to name a few areas. It's relentlessly reviewing your return on investment on your time.

Scaling smart will force you to level up. I know transformation is required in my own journey.

Glamour Shots Brittany in Atlanta


Scale Smart Strategy

When I started creating FIT Life Creation, I immediately started to scale smart with a set up of our auto-responder on e-mail. Within the first two years, I set up automation on a newsletter, freebies and online courses.

Over the last three years, I have increased automation with our influencers, entrepreneurs, and brands. Since 2019, I have increased delegation and outlining tasks via services and virtual assistants like Okay Relax.

In the last month alone, I have delegated >30 tasks. Some of these tasks have included researching Facebook communities, LinkedIn contacts for Human Resources for Fortune 500 companies, as well as direct outreach to podcasting platforms for business development.

A second step for automation and delegation on these tasks involves using a virtual assistant to interact in groups, reach out to LinkedIn contacts with an e-mail template I wrote so it is in my voice and style, and following up. Once you get started, it is easy to see how scaling smart does not end.

When you scale smart, it is important to be actively engaged and hands-on. Do not delegate and drop it especially in the beginning. When I scale smart and automate, I go through items at least four times before I delegate anything.

Anytime I delegate, I outline clear steps with screenshots, and a screencast recording to set up people for success. I've seen too many people and businesses delegate and drop it leading to incomplete tasks. Communication is key at every step.

The freedom to create, as well as time freedom drive me in scaling smart. Creating an online community who is engaged and loves creating what they love online and live fuels me. The more I automate and delegate, the more I create.

Every step leads to your next step.

Consider how you want to scale smart.

Here are some questions to ask yourself:

How is your strategy?

What structure do you have?

Which systems are you using?

What repetitive tasks do you do daily?

How are you overwhelmed daily/weekly/monthly?

Where do you have bottlenecks in life and/or business?

Some examples for Scale Smart includes:

  • Automating parts of your social media, e-mails, content, and courses

  • Teaming up with communities and platforms to increase exposure

  • Delegating new tasks weekly to monthly to create a habit

These are some of the things I teach in scale smart in our freebies, mastermind, courses online, and live events.

Linda Xu Unsplash

Scale Smart Tools

When you focus on scale smart, think of tips, tools and technology. I consistently use tools like Wix, Kajabi, Podbean, IFTTT, and scheduling tools for automation. I outline tasks to delegate to a service like Okay Relax weekly.

I strategize ways to amplify via communities I am in like Boss Babe, HoneyBook, Herbalife Nutrition, Tuesday's Together, Airbnb, WeTravel, Women in Travel Summit, and Retreat Guru to name a few. It is important to create mutually beneficial relationships, partnerships and agreements where everyone is winning.

I’ve found technology and tools help you limitlessly. It is key to #createit and practice.

It isn't enough to read blogs or listen to podcasts. It is time to #createit - what you love.

Scaling smart is an adventure. Don't quit. Keep creating, learning, and applying.

Scale Smart

Scale smart will help free up your time to increase doing what you love. You will have time to create what you love. Whether you #createit or automate or delegate it, make sure you are involved. You will #createit easier than you thought.

Scaling smart involves strategy, structure and systems. It involves regularly reviewing every area of your life and business for improvements.

You may be ready to implement scale smart tools applying transformation hands-on. It is time to #createit. Approach it one step at a time on your way to scale smart.

If you missed the start of the 14 Day Challenge, let's jump start transformation.

Create. Transform. Inspire.

You Were Born to.



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