Synopsis
Planning for Profit, a podcast hosted by business strategist, Kristin Kaplan, explores how to fit your business into your life rather than the other way around. With careful planning, the right mindset, and systems in place, we can work smarter not harder, to design a balanced life and profitable business that that both bring us joy.
Episodes
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Episode 026: Balancing Businesses as a Husband & Wife Team with Greg & Cece Todd | Planning for Profit Podcast
09/10/2018 Duration: 44minOn this episode I interview Cece Todd, an event designer and florist and her husband Greg Todd, a marketing consultant, on how they work together to grow multiple businesses while prioritizing time for family. Highlights: How Cece and Greg ended up going into business together and work as a team. How to juggle the demands of multiple businesses and revenue streams and structure their time for success. How they carve out time for family and prioritize their relationship. The one thing that has allowed their businesses to grow and flourish. Links and Resources Mentioned in this Episode: Learn more about Cece & Greg Cece Todd Website: http://www.cecedesignsllc.com Follow on Instagram Live With Cece FB Group CeCe Todd prides herself on not being a “design and drop” floral designer. Working with CeCe is always a one of a kind experience. Known for her infectious personality and her insane attention to detail, her command of flawless event design is what makes her such a valued wedding and eve
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Episode 025: What to Do When Someone Steals Your Stuff & Screws You Over in Business | Planning for Profit Podcast
02/10/2018 Duration: 18minToday we’re talking all about what you should do when someone copies you in your business or steals something that you own a copyright or a trademark for, or even someone that uses you for experience and then ghosts you. Be sure to leave a review on iTunes for a chance to win an Amazon gift card! Highlights: The previous encounters I've had with others trying to plagiarize my website and use my business materials without consent. What to do when someone copies your ideas, words, or marketing materials How to handle it when someone steals something you hold a copyright or trademark for What to do when someone uses you for education or experience and then competes with you Links and Resources Mentioned in this Episode: Follow me on Instagram Copyscape
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Episode 024: How to Thrive With Multiple Revenue Streams with Katie Hunt | Planning for Profit Podcast
25/09/2018 Duration: 33minIn this episode I'm interviewing Katie Hunt who has built a multifaceted business that includes several successful revenue streams and we discuss how to manage it all. Highlights: The first step before you begin to delegate Why it's so important to ask for help in both your business and life How to figure out what to focus on when juggling multiple revenue streams How to pivot and what steps to implement as you grow and scale your business A critical piece to staying innovative Links and Resources Mentioned in this Episode: Profit Planning Bootcamp Waitlist https://www.kristinkaplan.com/p/profitplanningbootcamp Learn More About Katie Hunt: Katie Hunt is the founder of Tradeshow Bootcamp, a business strategist, and mentor to creative entrepreneurs. She’s connected hundreds of creative entrepreneurs through her in-person conference Paper Camp and online courses she offers. She is a firm believer in professional development, surrounding yourself with community and pushing ‘go’ even when you might
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Episode 023: 5 Thoughts Keeping You Stuck At the Same Level In Your Business | Planning for Profit Podcast
11/09/2018 Duration: 19minIn this episode we're talking about exactly whats keeping you STUCK at the same level business and the thoughts that are preventing your business growth. Highlights: Why you should not create your business strategy on the appearance of success of others Why your business is not the field of dreams - great movie, but bad business insight What 'scaling' a business actually means and how it differs from growth Why attempting to sell something to everyone will not work in the long run What should come first: money & clients or strategy & planning? Links and Resources Mentioned in this Episode How to Gain Traction & Reach your Next Revenue Goal
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Episode 022: Learning to Say No with Renee Dalo | Planning for Profit Podcast
28/08/2018 Duration: 35minIn this episode I interview Renee Dalo, owner and lead planner of Moxie Bright Events and educator in the creative space and we're talking all about how to set better boundaries in your business and when it's ok to say "no". Highlights: How Renee has made the pivot from wedding planning to educating in the creative space. Why the language you use in your business and to describe your offers is so important. When and why it's important to set clear goals and boundaries in your business that relate to what you truly want for your life. How to say "no" to those things that don't serve you or your business. Links and Resources Mentioned in this Episode Profit Planning Bootcamp Waitlist Free Guide - The Easy No Renee's Wedding Management 101 Course Wedding MBA More About Renee Dalo Websites: https://www.reneedalo.com/, http://moxiebrightevents.com/ Instagram: @moxiebrightevents https://www.instagram.com/moxiebrightevents/ Renee planned her first wedding twelve years ago purely as a hobby, a
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Episode 021: Why You CAN Afford to Invest In Your Business | Planning for Profit Podcast
21/08/2018 Duration: 16minToday we’re talking all about the importance of investing in your business even if you think you can't afford it. Highlights: Why investing in your business is really not always about the money (or lack thereof) Why you can't grow a wildly successful business from free stuff on the internet How the fitness industry relates to business Why focusing on how much something costs is a detriment to your business The meaning behind "what got you here, won't get you there" Questions to ask yourself if you think you can't afford to invest in your business Links and Resources Mentioned in this Episode: FREE WORKSHOP - How to Attract & Book Higher Paying Clients Follow Kristin on Instagram Heart Soul Hustle Podcast James Wedmore
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Episode 020: Stop Worrying About What Other Businesses Charge | Planning for Profit Podcast
14/08/2018 Duration: 15minIn this episode we are talking all about why you should STOP worrying about what other people charge and what to do instead. Highlights: Why you shouldn't base your pricing on what other businesses charge Why setting your prices lower than the rest of the market is not sustainable Why you shouldn't worry about what "the market" will sustain as much as you think Why price undercutting is a bad practice for businesses Links and Resources Mentioned in this Episode How to Attract & Book Higher Paying Clients
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Episode 019: How to Get Over Your Fear of Systems with Guest Katya Sarmiento | Planning for Profit Podcast
07/08/2018 Duration: 47minOn this episode I interview Katya Sarmiento, of ReachAndMakeMillions.com, who helps successful, high-achieving CEOs systemize & scale their online business for more freedom, profit, and peace of mind. We are talking all about the importance of systems and how she uses systems in her own business and those of her clients. Highlights: Why systems are NOT scary and are in fact a necessity in your business, even if you're a right-brained creative The difference between growing and scaling in your business and how to know when it's time to scale When you should be hustling in your business and when you shouldn't Katya's favorite systems to use More About Katya Sarmiento Katya runs her business ReachAndMakeMillions.com, where she helps successful, high-achieving CEOs systemize & scale their online business for more freedom, profit, and peace of mind. Katya also started a bot education company that generated over 6-figures in revenue in the first 3 months of starting, and then went on to sell the co
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Episode 018: How to Choose Which Money Making Offers to Focus On | Planning for Profit Podcast
10/07/2018 Duration: 13minOn this episode we’re talking all about why it’s so important to focus on the cash cows in your business and how to choose which of your offers those should be. Highlights: How to recognize a cash cow in your business Discussing the Pareto Principle and how it applies to your business Why you need to par down your offerings to what's most likely to generate the most amount of revenue Four steps to get clear on your cash cows and understand how to scale your offers Links and Resources Mentioned in this Episode: The Pumpkin Plan by Mike Michalowicz The Pareto Principle 5 Steps to Your Most Profitable Year
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Episode 017: Why You Should Stop Worrying About Making “Six-Figures” | Planning for Profit Podcast
26/06/2018 Duration: 10minYou know I love a good business rant and in this episode I’m sharing my thoughts on the “six figure business craze” and why you should ignore most of the marketing you see telling you how much you should make in your business. Highlights: My thoughts on why everyone in the business world seems to be obsessed with six figures Why you need to worry about your own financial goals and ignore everyone else The lie that is "How I made six figures in a week" The truth over gross revenue vs. net revenue Links and Resources Mentioned in this Episode:
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Episode 016: How to Prioritize Your Tasks for Maximum Productivity | Planning for Profit Podcast
19/06/2018 Duration: 12minToday we’re talking more about productivity and efficiency and how to make some small but important tweaks to your workday to actually move the needle in your business. Highlights: How I used to keep my tasks organized before project management systems Why my old system didn’t work 3 Steps to get the important tasks done in your business The concept of “Eating the Frog” Links and Resources Mentioned in this Episode: How to Reach Inbox Zero 7 Day Productivity Challenge
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Episode 015: 8 Things That Successful People Do | Planning for Profit
12/06/2018 Duration: 16minDo you wonder what makes someone successful? Are there similar actions that successful people take that helps them reach their goals? In this episode we’re talking about the 8 actions and traits that successful people have in common and the ones that I’m working on myself. Highlights: How successful people take steps to increase their productivity Why planning out your week or day in advance is so important How continuous learning can be both a positive action and detriment to people Why understanding your own weaknesses and seeking help is crucial for success Links and Resources Mentioned in this Episode: 7 Day Productivity Challenge The Miracle Morning by Hal Eldrod 7 Habits of Highly Effective People The 12 Week Year
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Episode 014: How Crappy Clients Affect Your Bottom Line | Planning for Profit Podcast
05/06/2018 Duration: 15minHave you ever taken on a client even though you KNOW it’s not the right fit? I know I sure have. But why do we do this? Is it the money? Is it just blind optimism? Is it in the hopes that once things get going you can “fix” them and make them understand? Why do we say yes to clients when deep down we know we probably shouldn’t? In this episode, we’re talking all about why why dealing with and working with clients that aren’t a good fit and aren’t your ideal client can and will negatively affect your bottom line. Highlights: The signs that I ignored in the past that a client wasn’t the best fit 5 red-flags you should look out for in potential clients How taking on non-ideal clients will cost you money What you should focus on instead if bookings are slow or your not getting interest from ideal clients Links Mentioned in this Episode: 5 Steps To Your Most Profitable Year - Free Guide
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Episode 013: The Four Seasons of Business | Planning for Profit Podcast
29/05/2018 Duration: 14minToday we’re talking all about the various seasons of business. It’s a common myth that you need to always be hustling, always be growing, always be trying to get more clients, but that’s actually not the case. There are different things that you should focusing on at different times. So stay tuned to learn more about my own current struggles with figuring out what season I’m in and how you can apply this to your own business. Highlights: Why you shouldn’t or can’t be in “hustle mode” all the time Discussing the four seasons of business and how to recognize which you are in How 2017 prepared me well for a year of planting in 2018 Links Mentioned in this Episode: Lara Casey - Cultivate What Matters
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Episode 012: How a Project Management System Can Revolutionize Your Business | Planning for Profit Podcast
22/05/2018 Duration: 14minToday we’re talking all about the four ways that using a project management system (in my case I use Asana) can revolutionize your productivity and lead to big business growth. Highlights: How I use Asana in my own business to keep everything organized and stay on track Why it’s important for a right brained creative to work with a left brained manager Why using long todo lists doesn’t work Why it’s important to have a wide angle view of your business and adjust your course when necessary How to use Asana to collaborate and communicate with your team Links Mentioned in this Episode: Guide - How to Set Up Your Project Management System in Asana
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Episode 011: Managing Client Expectations & Difficult Clients | Planning for Profit Podcast
15/05/2018 Duration: 15minIn this episode we’re talking all about how to manage your client’s expectations and what to do if you ever end up in a situation where things get a little off track with your client. Whether it’s that they are being unrealistic or maybe something unexpected came up during your working relationship, it’s important to keep that relationship intact and course correct when necessary. Highlights: How to prevent negative situations by setting expectations and boundaries on the front end What include in your welcome guide or on boarding process Why it’s so important to have a clear process and explain everything to your client How to course correct if a negative situation occurs with your client
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Episode 010: Why Everyone Should Have a Profitable Business | Planning for Profit Podcast
08/05/2018 Duration: 12minToday we’re talking all about some important myths when it comes to making more money in your business, especially surrounding at what stage in your business you should be making money. Highlights: Myth #1: I'll worry about making "real money" later. Start with a business plan/strategy right from the beginning You should be earning covering your expenses, turning a profit, and paying yourself at the start Myth #2: Only those targeting the high-end market can make the serious money. Offering cheap products and services attracts budget-conscious clients People care less about experience than you'd think All businesses should be making money. The money comes when you create a plan, when you create a strategy, and then consistently execute it. Links Mentioned in This Episode: Profit Bootcamp
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Episode 009: How to Set Reasonable Salary Goals | Planning for Profit Podcast
01/05/2018 Duration: 14minToday we are answering the important question, "How much should I pay myself?" Because when setting your pricing, you need to start by determining how much you want to make. But how do you choose a number that is reasonable? In this episode, I'll break down some key questions to ask yourself when setting a salary goal. Highlights: How much should I pay myself? To set your pricing you need to start by determining how much you want to make Uncover your unique value and getting people to pay you what you’re worth 4 questions to consider when setting salary goal: What did you pay yourself last year? Will my business model look the same as last year or different? Will I be changing my business expenses? What changes might occur personally? Mistakes in salary goal planning: Base prices on competition prices Overestimate sales figure You don’t dream big enough Links Mentioned in This Episode: Profit Bootcamp Sign-Up
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Episode 008: How to Break Down Your Big Goals Into Action Plans | Planning for Profit Podcast
25/04/2018 Duration: 18minToday we’re talking all how to make BIG progress on your goals by breaking them down into action plans because just taking a "set it and forget it" attitude towards your goals is definitely not going to work. Highlights: How to break down big goals into a workable roadmap It can be difficult to follow up on previously made resolutions Be realistic in your goal setting! 5 steps to help break down big goals and create actions plans to reach them Break down goals into projects and assign each project to a specific quarter Turn each project into smaller tasks Systemize all tasks Map out tasks on a calendar Assign due dates for every task Links Mentioned In This Episode: PowerSheets from Cultivate What Matters
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Episode 006: How to Work With Fewer Clients But Make More Money | Planning for Profit Podcast
18/04/2018 Duration: 18minToday we are talking about quality clients vs. quantity of clients. With service-based businesses, you definitely don’t want to fall into the trap of choosing quantity over quality when it comes to clients. Yet I see so many business owners doing JUST that. Why might that be? Highlights: What happened when I tried to plan 30+ weddings per year on my own Why so many business owners start out by aiming for a high quantity of clients How overwhelm is keeping you stuck in the level you’re at in business What a “quality” client looks like 3 ways you can attract more quality clients Why at some point you WILL have to raise your price Links mentioned in this episode: Sign up to receive more info on the upcoming workshop