037 - Bonus Episode With Productivity Expert Brittany Dixon




Productivity expert



Show Notes

Josh Tapp 0:00
What's up everybody? Josh Tapp here again and welcome back to the lucky Titan podcast. So today we have productivity expert Brittany Dixon on the mic, Brittany's here to share with us how to increase revenue and how to triple our productivity. Brittany will be sharing with us many different tools we can use today to start increasing the productivity of our business and increasing that revenue immediately. So Brittany, let's hop right in. Alright, Brittany, so tell us something about yourself that most people don't know.
Brittany Dixon 0:27
Yeah, so I actually became an accidental entrepreneur. I actually don't have any family members. I had no one growing up that was an entrepreneur. None of my family went to college. I grew up in a low income family and I just I never saw this possibility for myself. And once I found it, I like I got hooked and I was like, I have to make this work. So yeah, I mean, I've told I've told some people that but it's it's not something that I I put out there a whole lot so someone
Josh Tapp 0:56
they don't know. Well 95% of entrepreneurs when they were A kid or in high school already had a business going, right? So, yeah, you're one of the few and the proud who is like, Hey, I'm an adult. And now
Brittany Dixon 1:08
That's funny. I've actually already tried to turn my twins into entrepreneurs. We're talking about business planning for their lemonade stand next summer, so it'll be fun.
Josh Tapp 1:19
That's awesome. Sounds pretty good business model for kids these days. Yeah. Awesome. I love it. Well, Brittany, let's hop in. He started How can you give us a little bit of background on yourself and kind of where you're at now?
Brittany Dixon 1:29
Yeah, for sure. Um, so I'm actually from a small town in Ohio. London, Ohio. So not the cool London. I don't have the accent but just say from London. I say that and then people were like, Where's your accent? I'm like, well, it's not a cool London sorry. Um, so anyway, it's outside of Columbus, Ohio. So I'm in Central Ohio here. But like I said, I kind of I was wedding and event planning. When I first kind of got into my career. I worked in hospitality and food service for a little bit and kind of transitioned. To that, I've always been that like type a super organized planning oriented person. I was like that 16 year old with color coded binders and everyone made fun of they're like, what are you doing? Like sorry, that's just how my brain works. And then I thought the wedding planning side would be really fun because I get to put kind of my planning and organizing skills to use, but also plan really awesome events. I quickly found out that the wedding side was not my jam. You had to manage a lot of personalities and people and family and bride sillas and vendors and it was just a lot plus nights and weekends, didn't really fit into my long term plans didn't really want to work those crazy hours. So I worked for a corporate restaurant doing the same thing after that and kind of dived into the corporate that side event planning side did a lot of catering and in house events and really just manage the planning process and organization the back end of that another part of the action Don't entrepreneur pieces, I actually got fired from that job, because I was an out of the box thinker. So I was doing things that were different than our corporate office had done previously. And they just weren't okay with that, apparently. So, at the time, obviously, it wasn't a great thing that happened. But now I can look back and say that was the best thing that ever happened because I was able to do what I'm doing now. So essentially, I started the business as a backup plan while I was working at that corporate job, never thinking that I would really do much with it, it was gonna be like a side hustle, whatever. And then when I got fired up, became Plan A. I actually organize people's houses to begin with. I was like, oh, cool, I'm gonna put my organizing skills to use. I've got twins at home. So I targeted all of my twin mom friends, because I'm like, you have twins too. So I know you need to organize your life. Got into that and then essentially found out I didn't know what the heck I was doing running a business. So search for business. Coaches online, didn't know it at the time, but got retargeted on Facebook by, you know, about 1000 of them. And then started looking into I'm like, What is this world? Like? How do these people all have their own online business? Like, how are they doing this? This is amazing. So I ended up hiring one in a group group coaching capacity. And she essentially was like, Hey, you could totally bring your like organizing and productivity and planning skills, and have some sort of online business to help business owner so kind of what I did I it took me about nine months to kind of stumble through what that looked like and what the business looks like and learning digital marketing and all that kind of stuff. But finally landed on what I'm doing now, because I saw so many business owners, myself included at the time hitting the ceiling as to what they could do with their business because there was so much disorganization and lack of processes and like systems in the back end of the business and kind of put two and two together. I'm like, Oh, that's what I'm really good at. So let's try that. monetize this. So I kind of became the Trello girl put my own systems inside of project management tool called Trello. And it kind of spiraled from there. So that's really what I do is I help entrepreneurs, essentially increase their revenue and triple productivity without working outrageous hours throughout the day,
Josh Tapp 5:19
which is incredible. So I have to ask you, it's a very bold claim, and I like it. So tripling productivity. So let's let's delve into that and talk about how you're able to do that. Because in all reality, if you're tripling productivity, you should be pretty much tripling your revenue, right?
Brittany Dixon 5:36
For sure. So so many entrepreneurs come to me and essentially, they have everything in their head. They're the person that's doing every single area of the business, they're doing all the jobs there, they've got like 30,000 notebooks laying around with sticky notes and business cards all over the place. Like all of this stuff is just because your business is so fast paced, that's just how it happens. Right? So then they get to this point. Revenue where they can scale and they can bring people on. But because it's all lived in their head, or it's all on paper scattered across their office, it makes it really hard for you to bring on additional people to then scale up your revenue and scale the clients that you can take on. So what I help my clients do is really put tools in place to help them condense all of their tasks and our projects and their strategy and planning and metrics and financials and kind of put it all into a couple different spaces so that it's all accessible for them. It's easy to use, they've got a checklist of what they need to be doing on a daily, weekly, monthly basis. So that's very consistent. And then they can bring on people like virtual assistants, or bring on someone on their team to help themselves because they've got CRM in place that has all their leads instead of notebooks and excel sheets. So really just organizing all of that information into specific tools to help them bring on team members and scale.
Josh Tapp 6:56
I love that well so when when you're starting out with people Because what you just said is literally me. I have, yeah, I'm more of a whiteboard guy. I mean, we have whiteboards everywhere. But my method of organization is taking pictures after I brained up on a whiteboard, and then I save it. We put it in Excel sheets, everything. So what's kind of the first steps you do with people when you start working with them?
Brittany Dixon 7:18
Yeah, so I kind of have my whole road to scalability method where I have a more holistic approach to this, like, I don't want to just come in and give you a software and say, here, here you go, this will work for whatever, I really want to look at what their business goals are, for the next five years. 10 years, like bigger picture stuff. Because I'm really good at putting that basically creating that big puzzle out of these different pieces and areas of their business. So what I will do is come in and really ask tons of questions and figure out what has worked for them in the past, what hasn't worked, what they want the business to look like, if they're a more visual person versus have a list person if they need that way. whiteboard type of stuff, like figuring out a way that that's still scalable, and you can still bring people on to that. So really that whole recognition phase of figuring out that assessment piece of what's going on right now, then we really can dive into optimizing and figuring out which systems and which tools and which software's and things we can bring into the business to help them scale, take things off of their plate, things like that. And then we kind of dive into automation and, and documenting processes. So, so awesome.
Josh Tapp 8:27
Yeah, so what are what are some of the tools that you recommend to people? I mean, if they're just starting out, because most of us, I mean, especially, you know, starting out entrepreneurs were like, okay, I don't have the budget to afford all these tools. They usually go to like Excel or, you know, Google docs for a lot of their organization. So what are some of the tools that you recommend to people for
Brittany Dixon 8:45
sure, so I will fight for a CRM to the death overtop of an Excel sheet. Myself included using the CRM I've seen 35 40% increase in revenue because the fortunes in the follow up so if you're You're not actually following up with people on a consistent basis, you're literally leaving money on the table, myself included, I would message people in Facebook and LinkedIn and wherever, and they were interested. And then one of us got distracted, right? And then I'm scrolling back through and I'm like, Oh my god, they wanted to get on a call with me. And I did nothing with that. And that's how I mean so many people operate that way. So my favorite CRM is pipe drive, because while it does have a cost attached to it, I think they start at like $15 a month and kind of go up from there. I'm paying $29 a month and there's automation included and everything. You just have to think about what is one lead worth to you. And if that CRM helps you close one additional lead the ROI on that is absolutely amazing. So pipe drive is my absolute favorite. I'm actually a certified consultant so I can shoot you a link that they can get like a extended trial if anyone wants to test out
Josh Tapp 9:56
that link and I'll put it in the description.
Brittany Dixon 9:58
It's it's super easy to use. Use, I mean, you can add a lead into the system within 15 seconds, they have a really awesome app that's super mobile friendly. If you're on the go a lot. They also have a link in extension. So if you do any kind of prospecting on LinkedIn, you can actually add your LinkedIn contacts to your CRM within 15 seconds. And there's automation included in one of a couple of their packages, that also creates automatic follow up tasks so that you don't have to worry about that. But the your leads aren't slipping through the cracks. So that's one of my favorite tools. And I think something that's crucial, even if you are brand new, because it's going to help you keep track of all your leads in one space.
Josh Tapp 10:41
Yeah, that's so awesome. So that's the first tool you'd recommend. Yeah, dumping everything into that,
Brittany Dixon 10:47
for sure. For sure. Um, second one, if even if you're like brand new, you have to have some sort of like project and task management tool. That is it your Google Calendar, notebooks and sticky notes right? Now don't get me wrong, like I am a Google girl all the way I use Google Calendar and live by it. But you have to have something that you can create checklists and detailed workflows in and every task has, you know, 15 subtasks that have to be done with that. So my favorite that I use now is Asana. And I used to use Trello. So Trello girl for a long time, we talked about that a little bit before, but
Josh Tapp 11:26
so great, you betrayed Trello. I did,
Brittany Dixon 11:27
I did. And I will still recommend Trello to people starting out. Because it's a really awesome free tool. It's very visual. So anybody that's creative, that works really well for them. So I'll definitely still recommend that but I had to kind of uplevel because I had multiple projects going on things. So Asana just worked better for me because I was able to just do more with it. So yeah, but you have to have something like that even if you only create like one project and it's literally just a list of things for you because it just allows you to stay on track. So for me I plan my week on Fridays or Saturdays, I map out my entire next week of everything that's going on. And I can tell exactly what I need to be doing to get to my goals. Now, not to say that Monday comes along and Tuesday looks completely different, because that happens. But I actually have a whole method for how I kind of wrap up my day to kind of make sure that next day is is good to go. But it's just, you've got all this stuff floating in your head, which causes anxiety, it keeps you up at night, you're like, oh, gosh, I forgot to send that thing to that client, or, Oh, my gosh, I have a meeting tomorrow that I'm not prepared for. And this just really helps keep you on track to make sure you're getting stuff done and being productive.
Josh Tapp 12:38
Yeah. Which is honestly like one of the most important parts there. So so I do have to ask you though, um, what, why why it should be using a software like this instead of just you know, having like a written plan or something.
Brittany Dixon 12:54
Yeah, um, so this kind of goes back to the scalability piece of this right. So once you get to the point That you have enough revenue that you can bring on like a virtual assistant or someone to help with some of those back end admin tasks. Unless you have someone in person, which a lot of us entrepreneurs typically don't we work from home and have virtual people help us or contractors. When you get to that point, you can't I mean, you can't share notebooks with someone across the country, right? I mean, you could take pictures and like, send them to them, but then you're having to update stuff. So it really just cuts back on the the friction and the time that it takes to actually get stuff done. I know a lot of people with like written planners or people that write stuff out, like, they'll write out a whole list, and then they don't get stuff done. So then the next day, they'll rewrite half the stuff that was on the list prior plus new things. And it's like this whole, like you're rewriting stuff. And while it might just be 10 seconds, 20 seconds, whatever, like that adds up, and it's super inefficient. So it's definitely a scalability piece so that you can start scaling your business and bringing on more people.
Josh Tapp 13:59
Yeah, well, I mean, I know for myself one of the reasons I haven't ever done that, I mean, we've done certain aspects of productivity. But I know for myself, I'm always I'd still have time to do it. So what's usually your response to that?
Brittany Dixon 14:10
Yeah. So that is the biggest thing I hear from people is, oh, I don't have time to set that up. And what people don't realize is that that little bit of invested time in the front end will make you time on the back end. Because you're not rewriting lists, because you're not like sending additional emails. These tools also allow you to communicate with your team inside of there, which cuts back on email. I actually don't ever get emails from any of my team members. And I typically don't get a lot of emails from clients either just because of how we work. So all the communication can happen in there. And it's just a an all in one place where you can keep ideas and tasks and projects and processes, and it's super fast and easy to find stuff.
Josh Tapp 14:54
Yeah, that's really awesome.
Brittany Dixon 14:56
So you don't have time but if you do it, you can make yourself time so
Josh Tapp 15:01
And I think the point that even you're getting to I mean, long run for most people that's probably going to result in hours saved every Oh,
Brittany Dixon 15:08
absolutely. It'll take
Josh Tapp 15:09
you know, two, three, maybe five hours, man. Absolutely.
Brittany Dixon 15:12
Yeah, putting in that time and it's not like trying to perfect it all in one go. Right? It's it's really finding what works for you so that you can get more stuff done right now. And then you can build on it. And then you can start putting your processes in there. I actually have an entire process board where it has checklists of how to do pretty much everything my business because then I can send a virtual assistant there and say, Hey, to pitch me on a podcast. This is what this looks like to do a workshop here are the 15 different steps. And it just the scalability and saving time and I can't even tell you even just the mind load like the stuff that's in my head. It's not there like it's in Ronna and I know it's there for me whenever the due date is on it,
Josh Tapp 15:53
which I love. Well, so and then you've actually built out I told you I was gonna pitch this for you. So you know, here you go. Is the VIP intensives. I mean, you use this as a way to sit down with people and put them through a process. So walk us through a little bit how that works.
Brittany Dixon 16:08
Yeah, so I'm all about acronyms. So VIP actually stands for very important process intensive. Eventually, we would go and start through that kind of road to scalability method I talked about and figure out what's working, what's not working, what tool we're going to put in place for essentially the system that is the bottleneck in your business. So if it's something like I don't have task lists, and I use notebooks, maybe let's put a project management tool in place. And essentially, we'll work together for half day, we'll set that all up for you together, I do it all virtually through zoom, we'll set it up, we'll put your tasks in there, we'll brain dump, we'll start mapping stuff out as far as tasks and projects for the next 90 days, and really give you a good baseline to start on. I can also do that for a CRM, you don't have a CRM, let's put one in place and make it work for you so that you can close more leads and make more money. So really, whatever that bottleneck is Kind of where we focus and try to fix.
Josh Tapp 17:02
See what I really appreciate about that as an entrepreneur is being able to, I mean, for me, the daunting task to me is, where do I put it? What tasks do I put into place? You know, I know I have 5000 of them. But that's, that's the value of someone like you who can come in and say you need this, this, this and this in order to reach your goals.
Brittany Dixon 17:20
Yeah, that's actually one of the biggest things I get from people is they're like, there's so many project management tools, which one do I choose? There's so many CRM, which one's the best. And that's one of the things I'm really good at is based on your business goals, picking the right CRM, that's good for you now, but also good for you in five years, so that you're not having to switch different software's.
Josh Tapp 17:38
Yeah. Which I mean that the value of that alone, just, I mean, the time saving for a lot of
Brittany Dixon 17:43
research, and then you're like, oh, my goodness, which one do I pick? This one's better, but it doesn't have this and like it's a whole whole process?
Josh Tapp 17:50
Yeah. Well, I think that's the huge value that you bring to the table for most of us is just being able to sit down and say, Let's knock it out in an afternoon. I mean, if you can do that, I mean, I think almost anybody would take My money, right?
Brittany Dixon 18:00
Funny, I tried to model as retainer at first where we would work together just like one hour a week for like a longer period of time. And what I found is that it was just way too long and drawn out and people are like, I just need this thing fixed so I can get back to doing the thing. So I did that. And instead of working four hours a month, we do four hours in the afternoon and read it off. So
Josh Tapp 18:24
I think that's the bane of being an entrepreneur is where like, I would rather just do it right now and get it over. We pull the band aid off fast type of type of crowd, right?
Brittany Dixon 18:34
For sure, especially if it's gonna make you more money, right.
Josh Tapp 18:36
Yeah, absolutely. That's, that's the huge value to it. Well, also, thanks so much for sharing that with us and everything. So lately, you've been able to now create a business around this and you've been, you know, growing and kind of helping these different clients to be able to build out their productivity, software and everything. So what I'm, what are you currently doing right now? Like, what's your passion project right now?
Brittany Dixon 18:58
Um, yeah, so I've actually been doing a lot Volunteering because I've been able to free up a lot of my time with having great systems in place. So I volunteered for a couple local nonprofits here, I work with a business called Small Biz cares. And they partner up with lots of different businesses here in the Columbus, Ohio area. So that's been really fun. And then I actually do some volunteering for the Byron Sounders Foundation, where essentially, they're collecting food for less fortunate that can't, like have a Thanksgiving meal. So I actually just did some of that the past couple weeks. So really just leveraging my time to be able to do some volunteer opportunities has been huge. And then I just launched my podcast to which I feel like is a super value add for a lot of people, even if they can't ever come to me and work with me. I want to be able to reach more people and be able to scale that,
Josh Tapp 19:48
which is so awesome. So tell us a little bit about the podcast then.
Brittany Dixon 19:50
Yeah, so it's called the process for profit show, essentially one time a month. I as of now. I will interview other entrepreneurs and talk through their journey as business owners, but also how systems have allowed them to scale. And some of the different areas that they've kind of spent time and money on to invest in systems. But also really just figure out like, what was the benefit of that? And do they have productivity hacks or efficiency things that they can give to people? So I'll do the interviews. And then I do a solo show, typically once a week, and I kind of just talk through a specific area. So I talk about CRM a lot in the different areas of that. Also, process documentation because no one does that. Right. So I could probably launch like a five episode series on that, and how to document your processes so you can start scaling. So essentially, I'm just talking about all the back end business operations and how to be more efficient,
Josh Tapp 20:48
which is so awesome. And how long are your episodes on average?
Brittany Dixon 20:51
Yeah, so typically 20 to 30 minutes because most entrepreneurs are super busy and have 80 million things to do on their paper to do lists. So I've got to get the information there quickly. They're very action oriented, like go do these things. And this will help you kind of thing. And then I have been doing little quick like productivity powerup episodes, people seem to love them, so I'm probably gonna have to keep them or ramp them up. But we're just in season one. So we're still kind of like playing around and seeing what like so. Yeah,
Josh Tapp 21:23
well, and that's the best part. That's that's the fun of stage because you just say, Hey, what do you want? And I'll give it to you.
Brittany Dixon 21:27
Yeah, for sure. And then figuring out what day they want to listen and all the analytics and all that kind of stuffs fun,
Josh Tapp 21:33
which is so awesome. Well, so before we sign off today, Brittany, give us one last parting piece of guidance. And then let us know how we can connect with you obviously, with your podcast
Brittany Dixon 21:42
as well for sure. document your processes, even if it's in a notebook and you're not using systems document when you're doing new things, because then when it comes time to pass those off, the training of the new person is going to be so much faster. They have amazing tools for that. You've got loum you can do screen recordings and just talk through whatever you're doing. But find a place to document stuff so that you can grow. And people can find me pretty much all over. My main company is Brittany and co consulting. So I'm on Facebook, Instagram and LinkedIn, and then the podcast and my VIP intensives at process for profit Co. So I'm Brittany and CO and process for profits kind of like a sub brand under the main consulting firm.
Josh Tapp 22:30
Awesome. Well, Britney, thank you so much for coming on the show. I'm going to put this all in the in the show notes so people can reach out to you and everything. So
Brittany Dixon 22:37
thank you so much for having me. It's been tons of fun.
Josh Tapp 22:40
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