The Queen of Automation (Meghan Donnelly)

In this episode, Luke and Meghan delve into the world of automation, discussing the benefits and challenges of using technology in business. Luke, the founder of Wizard Marketing, sheds light on his journey from Canada to Paraguay and initiates an in-depth conversation about work-life balance and the seamless blend of personal and professional life.

They explore the transformation of Luke's business operations and the trials and tribulations of adopting an all-in-one software solution. From the development and challenges of creating a course on AI and LinkedIn to their shared love for utilizing Loom for creating SOP videos, Luke and Meghan provide valuable insights into the dynamic world of technology and business management.

The duo's candid and relatable approach to navigating the complexities of technology and entrepreneurship offers a refreshing perspective in the realm of social media and business management. Tune in to gain valuable insights into the world of automation and business management from two experienced professionals who aren't afraid to break the mold and share their unfiltered experiences.

Stay tuned for the release of Luke's upcoming AI and LinkedIn course, designed to make AI accessible to individuals of all proficiency levels. Don't miss out on Luke's humorous and informative content on LinkedIn, where he offers practical advice on leveraging technology to enhance business operations.

Join Luke and Meghan as they continue to push the boundaries of conventional business conversations, addressing the realities of entrepreneurship and the ever-changing landscape of technology in the business world.

Ever faced the nightmare of losing all your digital content in one fell swoop? 

This week, I share a real scary story about how a Riverside glitch wiped out all our podcast recordings and social media content, throwing us into chaos. 

This terrifying experience underscores the necessity of having a solid backup strategy for all your digital assets. 

We discuss how depending solely on platforms you don’t own, like social media channels, can leave you vulnerable and why owning your email list is a game-changer for maintaining control over your audience and content. Moving forward, we delve into practical strategies for building and maintaining a robust contact list, even if your customer engagement is minimal at the moment. 

Learn the critical steps of capturing essential customer information and ensuring frequent communication to keep your audience engaged. We also cover the best practices for data backups and information security, including frequent backups, autosave features, and understanding the importance of comprehensive privacy policies on your website. 

Whether you’re a seasoned techie or just starting, this episode provides actionable insights to safeguard your digital content and ensure business continuity.

CHAPTER TIMESTAMPS  

(00:00) Technology Dependency and Backup Strategies

(09:21) Data Backups and Information Security

(15:49) Website Privacy Policies and Data Retention

CHAPTERS WITH LONG SUMMARIES 

(00:00) Technology Dependency and Backup Strategies

This chapter is all about the importance of backing up your digital assets and building an email list. I share a personal story about a major mishap with Riverside, where we lost all our podcast recordings and social media content due to a technical glitch. We discuss the necessity of having a backup plan for all your digital content, whether it’s on an external hard drive or cloud storage like Google Drive.

The key takeaway is that relying solely on rented platforms like social media channels can leave you vulnerable; hence, owning your email list is crucial for maintaining control over your audience and content. We also touch on the importance of version control for files, highlighting a client case where we’re implementing a structured system to manage her content efficiently.

(09:21) Data Backups and Information Security

This chapter emphasizes the importance of building and maintaining a robust contact list, even if you currently have limited customer engagement.

We explore the critical steps of capturing basic customer information such as first name, email, and phone number, and discuss the necessity of regular communication, even if it is only once a month.

The discussion also highlights the significance of data backups and security, recommending frequent backups, particularly for large datasets, and ensuring data is stored in multiple secure locations. Practical advice is provided on using autosave features, external hard drives, and secure servers to safeguard customer information and avoid data loss.

The chapter concludes with best practices for backing up data based on the size of your contact list, stressing the importance of maintaining data integrity for business continuity.

(15:49) Website Privacy Policies and Data Retention

This chapter emphasizes the importance of incorporating comprehensive privacy and terms and conditions policies on your website, particularly when dealing with data storage on servers. We explore the necessity of informing users about how their data is managed, including the duration of data retention and the frequency of backups.

Highlighting the significance of those seemingly annoying pop-up bars, I explain how they serve as critical notifications for users, offering them the ability to request data deletion or...

Join me as I sit down with Clint Taylor, founder of Datality, for a fascinating conversation on blending work and life, especially for entrepreneurs. We challenge the conventional notion of work-life balance, advocating for a holistic approach where work seamlessly integrates into our lives and personalities. Clint shares a personal story about his dedication to his business, emphasizing the importance of authenticity and following one's unique path instead of conforming to societal expectations.

Explore the flexibility and freedom that entrepreneurship offers compared to traditional corporate roles. I share my experiences of creating efficient systems for clients in two-week sprints, which allows for substantial downtime and a flexible lifestyle. We discuss the importance of finding a work style that suits individual preferences, highlighting that there's no one-size-fits-all solution. The discussion then shifts to the innovative Datality product, where we delve into its operations, platforms, and customer acquisition strategies.

Discover the intricacies of market research and data monetization as Clint and I discuss how Datality's blockchain-based marketplace is transforming the industry. We explain how this technology automates the monetization of research data, making it accessible and cost-effective for both sellers and buyers. Additionally, we touch on the role of AI in simplifying data comprehension and its potential to revolutionize how businesses utilize market research data. Don't miss our final thoughts on the importance of effective LinkedIn networking and technology's role in enhancing business success. Tune in next week for more insightful discussions!

Highlight Timestamps

(00:50 - 01:37) Shared Love for Data and Technology (47 Seconds)

(03:14 - 04:25) Defining Work-Life Balance for Yourself (71 Seconds)

(09:53 - 11:25) Work-Life Balance and Individual Preferences (91 Seconds)

(16:51 - 18:20) Unlocking Value in Latent Asset Data (89 Seconds)

(20:03 - 20:47) Monetization Strategy for Unused Data (44 Seconds)

(24:58 - 26:02) Exciting Journey to Datality (63 Seconds)

CHAPTERS WITH SHORT SUMMARIES:

(00:00) Entrepreneurial Mindset and Work-Life Balance

Entrepreneurs Megan Donnelly and Clint Taylor reject work-life balance, advocating for authenticity and following one's own path.

(08:44) Flexible Work-Life Balance and Entrepreneurship

Entrepreneurial life offers freedom and flexibility, with diverse work styles and a discussion on Datality's operations and customer acquisition.

(12:16) Data Marketplace Automation and Monetization

Blockchain-based marketplace automates monetization of expertly collected data, reducing costs and barriers for sellers and buyers.

(17:32) Market Research Data Monetization Strategy

Market research and data monetization using real-time data, historical trends, and AI for efficient transactions and insights.

(28:07) LinkedIn Networking Success

Connect with Clint on LinkedIn and Datality for valuable insights, discussing effective technology use, and overcoming scheduling challenges.

In this episode, The Queen of Automation explains how to optimize a business using Google for just $6 a month.

Meghan demonstrates four ways Google can help run a business, including using branded email templates, creating a filtering system for emails, utilizing Google Drive for task management, and using Google Chat for communication.

She also shows how to schedule emails, set up meetings, and manage contacts within Gmail, emphasizing the importance of having a paid version of Google for business purposes.

Chapters

00:00

Introduction: Optimizing Your Business with Google

02:02

Supercharging Your Business with Google's Affordable Tools

03:29

Efficient Email Communication with Branded Templates

07:43

Streamlining Workflow with Google Drive and Task Management

12:36

Effective Communication with Google Chat

13:07

Scheduling Emails and Meetings for Better Time Management

14:06

Organizing and Segmenting Contacts within Gmail

17:48

Importance of Having a Paid Version of Google for Business

What if navigating the world of health insurance for the self-employed wasn't a nightmare, but an empowering journey? Join me, as I sit down with Mitchell Underwood, a health insurance consultant who champions a client-first approach. Discover how Mitchell's innovative methods can transform the intimidating process of finding affordable health insurance into a seamless experience tailored to your unique life goals. By focusing on personal branding and genuine, consultative advice, Mitchell stands apart from the traditional, commission-driven tactics of the industry, offering solopreneurs and contractors solutions that truly advocate for their best interests.

In our conversation, we explore the pivotal role of building authentic connections, particularly through LinkedIn networking, and how these relationships can enrich your business and personal life. We share personal stories that highlight the transformative power of trust and authenticity in business interactions. Learn about the importance of developing offline connections through newsletters and the challenges faced during health insurance open enrollment. Armed with Mitchell's insights and strategies, you'll be better equipped to navigate employer-based options and insurance terminology with confidence, allowing you to focus on building a lifestyle that supports your entrepreneurial journey.

Connect with Mitchell on LinkedIn to simplify health insurance for solopreneurs. With his client-first approach, tailored solutions, and focus on authenticity, he’ll help you navigate your options with confidence.

In this episode of The Queen of Automation, I sit down with PJ Valentini to explore how discipline, adaptability, and creativity have shaped his unconventional journey from martial arts instructor to sales professional at IDN Directory. With a background in teaching karate for 15 years and a third-degree black belt, PJ realized running a martial arts studio wasn’t his path. Instead, he reinvented himself as a front-end developer, but a family health crisis brought him to Tennessee, where he unexpectedly pivoted into sales.

Encouraged by his sales team and his mother, PJ embraced the challenge of sales. What began as an experiment turned into a successful five-year journey, where he now promotes IDN Directory, a SaaS tool that helps healthcare suppliers connect with decision-makers at Integrated Delivery Networks (IDNs). His mission is to streamline supply chains by connecting top vendors with healthcare leaders through powerful, targeted solutions.

Despite describing his work as a “faceless mission,” PJ understands that building a personal brand is essential for credibility in today’s digital world. His relentless discipline, rooted in his martial arts training, drives his approach to sales, from setting personal boundaries to constantly learning from mentors, even if it means cringing over LinkedIn posts at 3 AM.

PJ’s journey highlights that success comes from discipline, adaptability, and authenticity. His focus on building relationships and refining his approach to reach the right customers shows his dedication to growth. Connect with PJ to discover how the IDN Directory can help you make powerful connections in the healthcare industry. 

Find him on LinkedIn under PJ Valentini or reach out directly at PJValentini@IDNdirectory.com.

In this episode, Lisa and Meghan delve into the innovative systems and processes they use to drive marketing and branding for their businesses. They offer insights into tools, workflow strategies, and the balance between automation and personalization. Lisa also shares her journey in the cannabis industry through her company, the Toke Agency.

Key Highlights:

1. Marketing Strategies & Systems:

- Lisa's company implements marketing strategies for clients, utilizing Engage Bay for marketing automation.

- WordPress for the website and Engage Bay for scheduling calls and newsletters.

- Monday.com is crucial for internal processes and Client Relationship Management (CRM), perfect for their boutique team.

2. Workflow and Automation:

- Detailed workflow from initial conversation, pitch deck creation, client review, to follow-up calls.

- Automated newsletter creation and scheduling through Engage Bay, sent twice a week.

3. Balancing Beliefs & Business:

- Importance of respecting individual beliefs without the need for arguments.

- Emphasis on each business's uniqueness and finding personalized growth strategies.

4. Entrepreneurial Flexibility:

- Meghan discusses her unconventional work schedule and the flexibility it brings.

5. Technology & Automation:

- Use of technology and automation to handle operations efficiently, freeing up more time for crucial tasks.

- Monday.com for internal communication and transparency.

- Slack and Airtable for project management.

- Loom and Loom AI for documenting Standard Operating Procedures (SOPs).

6. The Toke Agency’s Evolution:

- Transition from general marketing to specializing in cannabis marketing.

- Growth and passion for the cannabis industry.

7. Balancing Work & Life:

- Discussion on work-life balance as entrepreneurs, highlighting the blend of life and work.

- Personal beliefs and experiences shaping individual business practices.

8. Personalized Engagement:

- Lisa's approach to managing client engagement personally, to maintain a personalized touch.

9. LinkedIn Presence & Branding:

- Lisa's active presence on LinkedIn and her fun, light branding for the Toke Agency.

- The Toke Agency as a model for working with other brands, emphasizing the importance of self-demo.

Contact Lisa:

- Toke Agency

- Lisa’s LinkedIn

Links & Resources:

- Engage Bay:

- WordPress:

- Monday.com:

- Slack

- Airtable

- Loom

Follow Us:

- Subscribe for more...

Join me for an engaging episode as I sit down with Tom Harman, a passionate mental health advocate for men, broadcasting from the chilly climate of Kitchener, Ontario. Together, we explore Tom's professional journey from his long-standing career in selling appliances to major national retailers to his fervent pursuit of turning his advocacy for mental health into a meaningful business. 

Tom shares candid insights about the challenges and rewards of entrepreneurship and teases an exciting personal update that hints at a positive start to the new year. Our conversation offers an inspiring glimpse into resilience and the quest for purpose. Listen in as we navigate the transition from hobby to business through the power of personal branding and mental health support. 

We challenge the fluffy reputation of mindset transformation by emphasizing its critical role in overcoming mental blocks and normalizing emotions. The episode also highlights the unique approach of integrating personal branding with mental health awareness, encouraging authenticity in both personal and professional settings. This journey is all about embracing your true self and leveraging your experiences to build a brand that resonates. Explore the concept of breaking mental blocks with a focus on systems and processes that enhance both personal and professional life. 

We address societal perceptions of gender and emotions, shedding light on the struggles men face in expressing vulnerability. 

The episode offers valuable advice on managing anxiety, breaking tasks into manageable pieces, and building self-proof through small, achievable goals. By fostering human connection and vulnerability, we uncover the importance of authentic experiences in alleviating anxiety and overcoming the pressures of constant comparison. 

aTune in for a refreshing perspective on balancing authenticity and data obsession in today's fast-paced world.

Connect with Tom Harman on LinkedIn to dive deeper into his journey, combining his passion for mental health advocacy with entrepreneurship. Gain insights into his unique approach to personal branding, overcoming mental blocks, and fostering vulnerability in professional settings.

In this heartfelt wrap-up episode, I take a moment to reflect on an incredible year of podcasting. This has been a dream of mine for a long time, and 2024 was the year it all came together. I couldn’t be more excited about what we’ve built and what’s on the horizon for 2025!

This episode is all about gratitude—for the listeners, the guests, and everyone who has supported the podcast along the way. I also share some thoughts on the power of taking that first leap toward a big goal and how it feels to see it come to life.

Thank you for being part of this journey. Wishing you a restful, joyful holiday season and an amazing start to the new year!

Join me as I chat with Danny DelVecchio, the mastermind behind helping entrepreneurs create video content without overcomplicating it. Danny shares how he went from podcasting back in 2014 to becoming one of LinkedIn’s top video creators, proving that you don’t need fancy equipment to make an impact, just your phone, decent lighting, and a solid mic.

We dive into the reality of entrepreneurship, and Danny doesn’t hold back. Work-life balance? He calls it bullshit and encourages building a life where work fits seamlessly into what you love. We also get real about the risks of relying too much on social media platforms and how Danny safeguards his business with email lists and YouTube, because let’s be honest, no one wants to be at the mercy of an algorithm.

Danny breaks down his simple approach to video production that anyone can use: record casual conversations where a friend asks you questions, then edit them out for a natural, authentic vibe. No scripts, no pressure, just you showing up as you are.

We also talk about automation (of course), and Danny shares how he’s built a system that eliminates bottlenecks by giving clients direct access to editors. It’s a game-changer that saves time, reduces stress, and lets founders focus on what they do best.

If you’ve been overthinking your video strategy or drowning in the day-to-day of running a business, this episode is for you. Danny’s insights on video, automation, and keeping things simple are exactly what every busy entrepreneur needs to hear.

Connect with Danny DelVecchio:

• LinkedIn: Danny DelVecchio
• YouTube: Danny DelVecchio’s Channel
• Website: www.dannyvideos.com

Connect with Danny for more tips on video marketing, automation, and building a business that works for you!

Is it possible that your obsession with systems is blinding you to the most crucial element of business success? In this episode of the Queen of Automation podcast, I, Megan Donnelly, reveal why people—not just processes—are the heartbeat of any thriving business. 

Join me as I unpack how my eccentric leadership style, candid hiring practices, and emphasis on independence, empathy, and trust have shaped my tech-savvy team. 

Discover how being transparent about your quirks can actually enhance team cohesion and why empathy is non-negotiable in our fast-paced work environment. 

Delegation isn't just a buzzword; it's your golden ticket to sustainable growth and a future-proof exit strategy. I'll show you how to master the art of entrusting your team with vital responsibilities, ensuring your business can thrive without you. 

Whether you're a solopreneur eager to scale or contemplating your business's long-term future, this episode is packed with actionable insights. Tune in and prepare to overhaul your approach to people and processes, leveraging delegation as your secret weapon for unparalleled success.

Alright, let’s cut to the chase—cannabis marketing is a mess. It’s full of outdated systems, ridiculous red tape, and business owners who are so obsessed with getting new customers that they completely ignore the ones they already have.

That’s exactly why I brought Steph Vrona on the show today. She’s the founder of HighDef Studio, and she’s single-handedly shifting the way cannabis brands think about retention marketing.

We got into why dispensaries are constantly struggling despite raking in millions, why most cannabis loyalty programs are absolute trash, and how the industry keeps getting in its own way by refusing to embrace marketing operations. Steph is out here preaching the gospel of keeping your damn customers happy, and she’s got the data to back it up.

Of course, we didn’t stop there. We also got real about entrepreneurship, ADHD, and the absolute BS of “work-life balance.” Steph and I both know that being an entrepreneur isn’t about clocking in and out—it’s about building a business that actually works for you. We talked about automation, delegation, and why the smartest thing you can do is stop doing everything yourself. If you’ve ever found yourself drowning in tasks you hate instead of running your business like a boss, you need to hear this episode.

Steph doesn’t sugarcoat anything, and neither do I. If you’re tired of hearing the same old business advice and actually want to make more money without burning yourself out, hit play and take some notes.

Connect with Steph Vrona

🔗 LinkedIn: Steph Vrona

🌐 Website: HighDef Studio

Episode Highlights:

1. Introduction & Setting the Stage:

- Meghan Donnelly unveils the essence of digital operations and the mission of her agency, Digital Unicorns.

2. **Building a Lifestyle with Technology:**

- Emphasis on leveraging technology not just for business growth but to create a lifestyle.

- Focus on giving business owners time back to enjoy life and their loved ones.

3. **Standard Operating Procedures (SOPs):**

- Definition and importance of SOPs for business efficiency.

- Introduction to Loom as a tool for creating SOP videos.

- Highlighting Loom's AI feature for automatic transcription and summarization.

- [Loom](https://www.loom.com) - Record your screen and create SOPs effortlessly.

4. **Internal and External Onboarding:**

- Importance of onboarding processes for both employees and customers.

- Use of GHL (Go High Level) for comprehensive onboarding and CRM needs.

- [GHL (Go High Level)](https://www.gohighlevel.com) - A complete CRM system for internal and external business operations.

5. **Efficient Bill Pay and Invoicing:**

- Crucial elements of seamless billing systems.

- Importance of automation in bill pay and invoicing to avoid manual errors and improve customer satisfaction.

6. **Hiring & Outsourcing:**

- The significance of having the right team and knowing when to outsource.

- Benefits of hiring Virtual Assistants (VAs) for tasks that can't be automated.

- Cost-effective ways to integrate VAs into your business.

7. **Tracking Time for Efficiency:**

- Introduction to RescueTime for monitoring and optimizing time usage.

- [RescueTime](https://www.rescuetime.com) - A tool to track productivity and identify time wastage.

Takeaways:

- Understanding digital operations to create a lifestyle, not just a business.

- Effective use of SOPs with tools like Loom.

- The importance of streamlined onboarding with systems like GHL.

- Automation in bill pay and invoicing to avoid manual errors.

- Hiring and outsourcing as key components of business operations.

- Leveraging RescueTime to audit and optimize your time use.

Connect with Meghan:

- LinkedIn: [Meghan Donnelly](https://www.linkedin.com/in/meghandonnelly/)

- Website: [The Queen of Automation](https://www.thequeenofautomation.com)

- Email: Contact via the website

Remember:

Technology is only good when it works, and I make it work

Unlock the secrets to reclaiming 15-20 hours of your week by harnessing the power of automation and smart systems!

Join me, as I guide you through identifying and automating those tedious, repetitive administrative tasks that are eating away at your precious time.

With practical insights and personal experiences, along with tools like RescueTime to track and analyze your time usage, you'll be able to pinpoint inefficiencies and retrain habits for a more productive day.

Say goodbye to burnout and hello to regained freedom, allowing you to focus on the aspects of your business that truly matter.

Discover time management strategies tailored for small business owners and learn how to prioritize effectively to maximize your productivity.

I'll share valuable tips on avoiding unproductive interactions and setting realistic expectations, ensuring that your client meetings take precedence and drive your business forward.

We'll also discuss the potential pitfalls of over-automation and how to strike the right balance to maintain meaningful personal engagement where it counts.

If you're overwhelmed by your business, this episode is your roadmap to taking back control and running your business more efficiently.

CHAPTERS WITH LONG SUMMARIES

(00:00) Streamlining Your Business With Automation

This chapter focuses on the crucial topic of time management and how automation and systems can give you back precious hours in your day. I share insights on identifying repetitive and low-level administrative tasks that are still being done manually, and how automating these can prevent burnout by reclaiming up to 15-20 hours each week.

For those who don't know where to start, I recommend using software like RescueTime to track and analyze how every minute is spent, which helps in pinpointing inefficiencies and retraining habits for better productivity.

Through my personal experience and practical advice, we explore ways to streamline your business processes and ultimately run your business more efficiently.

(14:07) Productive Business Time Management Strategies

This chapter explores the significance of managing time effectively as a small business owner, particularly focusing on the potential pitfalls of engaging in unproductive coffee chats.

I discuss the importance of prioritizing meetings with clients, who are crucial for generating referrals and sustaining the business. Emphasizing that while some interactions, like those with vendors, can be managed via emails or videos, partnerships and client interactions should be given priority.

Additionally, I highlight the importance of setting realistic expectations with others to avoid wasting time, both for yourself and for them. Finally, we touch on the potential hazards of over-automation in business operations, stressing the need for balance to ensure efficiency without compromising personal engagement where it truly matters.

Picture juggling a high-stakes career while managing the endless tasks of motherhood—sound familiar? That’s the reality for many working moms, and Kendra Pennington knows it all too well. As the CEO and founder of Beyond the Ninth, Kendra shares her journey of transforming personal struggles into a supportive haven for mothers everywhere. From navigating awkward interview questions to handling toxic management, she sheds light on the hidden challenges of balancing professional and personal life. This episode reveals the pressing need for employers to offer flexibility and understanding to parents striving to harmonize work and home responsibilities.

We challenge the rigid norms of corporate culture with a fresh take on work-life balance, particularly in the realm of remote work. Productivity isn’t about clocking in an arbitrary eight hours; it’s about the quality and timeliness of what you achieve. With techniques like the Pomodoro method, we explore how short, focused work intervals can boost efficiency. It's a call for organizations to see employees as humans with dynamic needs, especially in at-will employment states where job security is precarious. Working mothers often face unique hurdles, and there's an urgent need for workplaces to evolve and offer genuine support.

Managing a community is no small feat, and Kendra shares her insights on creating a positive, focused environment for working moms in the Beyond the Ninth app. This isn’t about the vast, often overwhelming landscape of traditional social media—it's about crafting a space that offers authentic connection and understanding. We delve into the intricacies of managing community expectations and maintaining personal balance while leading with love and support. Discover why having a dedicated platform is vital for mothers seeking connection free from the noise and judgment of the online world, and how these spaces can provide the encouragement they need most.

Catch up with Kendra Pennington on LinkedIn to see what she’s creating with Beyond the Ninth.

Join me in this episode of The Queen of Automation, where we tear down the myths and fears surrounding financial planning and wealth management. No financial jargon, no judgment—just a raw, unfiltered conversation with wealth strategist James Mayer, who helps people take control of their money and build a financial future that actually fits their life.

James doesn’t just talk numbers—he makes finance relatable, strategic, and actionable. We dive deep into the psychology of money, why most people avoid dealing with their finances, and how automation can make saving and investing effortless.

And here’s the reality check: financial planning isn’t just about retirement—it’s about making smart money moves right now, so you don’t wake up years from now wondering where all your time and income went. James shares how he helps people get past the fear, prioritize what truly matters, and ditch the guilt and confusion that keep them stuck.

We also challenge the idea of work-life balance and why your finances and your business need to be in sync. This isn’t about cutting every luxury—it’s about making sure your money supports the life you actually want.

James is all about practical, no-fluff financial strategies, and in this episode, we break down:

• Why most people overcomplicate financial planning—and how to simplify it
• How automation can help you build wealth with less effort
• The biggest financial mistakes entrepreneurs make (and how to avoid them)
• Why “keeping up with the Joneses” is a trap that destroys financial security
• How to set financial goals that actually support your lifestyle, not just arbitrary revenue targets

James is the financial expert you didn’t know you needed, and he’s sharing the exact strategies to help you stop stressing about money and start making it work for you.

Connect with James on LinkedIn, because that’s where the best financial conversations are happening.

Growing up with severe ADHD, high school was a nightmare for me.

I couldn’t sit through a class without feeling like my mind was running a marathon.

Fast forward to 19, I was a single mom juggling three jobs and feeling completely out of control. But guess what? I discovered the magical world of automation and digital technology, and it changed my life.

In this episode, I’m opening up about my chaotic journey and how I turned my hyperactivity into a superpower that helped me triple the growth of an e-com startup and build a multi-million dollar lead funnel for a billion-dollar company.

For all the entrepreneurs out there who struggle with focus, this one's for you. I’ll share the nitty-gritty of how I taught myself HTML and CSS, conquered the challenges of being a single mom, and eventually became known as the Queen of Automation.

If ADHD is your constant companion and you feel like it’s holding you back, tune in and let’s turn that hyperactivity into a secret weapon.

Remember, technology is only good when it works—so let's make it work for you!

In this episode of The Queen of Automation, host Meghan Donnelly chats with Tom Wells, founder of Wells Virtual Bookkeeping, to uncover why accurate bookkeeping is the backbone of every successful business—especially for small, service-based entrepreneurs.

Tom shares his journey of growing up in a family business and how it inspired his passion for helping business owners simplify their finances. Together, Meghan and Tom explore:

• The power of outsourcing bookkeeping: Why delegating tasks like bank reconciliation, accounts payable/receivable, and payroll can save you time, money, and stress.
• Understanding your financial metrics: How having clear insights into your finances helps avoid common pitfalls and ensures long-term stability.
• Flexible pricing for small businesses: Tom's innovative transaction-based pricing model that aligns services with client needs.
• The role of technology in financial success: Practical tips for leveraging tech to address pain points and streamline your operations.

This conversation is packed with actionable insights for entrepreneurs ready to make smarter financial decisions and embrace technology to drive growth.

CHAPTERS WITH LONG SUMMARIES 

(00:00) Importance of Bookkeeping in Business

This chapter brings an engaging discussion with Tom Wells from Wells Virtual Bookkeeping, highlighting the crucial role of knowing your numbers in business success. We explore the significance of accurate bookkeeping for small business owners and how outsourcing this task can alleviate common financial missteps. Tom introduces his family-run business, emphasizing their passion for assisting service-based companies across the U.S. We also discuss the importance of having a reliable team to ensure financial stability and planning, regardless of a business owner's exit strategy. Throughout, I emphasize that understanding financial metrics is essential for avoiding the entrepreneurial equivalent of living paycheck to paycheck, and how partnering with a skilled bookkeeping service like Tom's can help achieve this.

(10:44) Benefits of Outsourcing Bookkeeping Services

This chapter explores the importance of maintaining current financial information in business, comparing it to the ease of completing a puzzle with only a few missing pieces. We emphasize that staying updated is not only efficient but also cost-effective, as outdated data can lead to financial inefficiencies and inaccurate tax information. The distinction between bookkeeping and tax law is highlighted, stressing the value of hiring specialists for each area to maximize returns and ensure compliance. We discuss the advantages of outsourcing bookkeeping services, such as gaining access to comprehensive services like bank reconciliation, AP/AR management, and payroll at a fractional cost. The importance of communication with clients is underscored, noting the necessity for regular interaction to maintain financial accuracy. We also explain the unique pricing model based on transaction volume, which adjusts every 90 days to reflect the client's current needs.

(23:53) Technology Solutions for Business Success

This chapter explores our process of understanding your business by getting to know you and identifying your pain points to provide effective solutions. Megan and I discuss how our approach is centered around making technology work for you, emphasizing the importance of technology functioning properly to be beneficial. We also remind our listeners that additional information, including links to our LinkedIn profiles, will be available in the show notes for easy access. We conclude with a note of appreciation and a reminder to join us next week as we continue to help make technology work for...

Join me as I chat with the brilliant Karen Grill, a business coach with a knack for email deliverability. Karen shares her fascinating journey into this crucial area, highlighting how her clients' struggles with ever-evolving technology led her to focus on helping businesses navigate these challenges. With Google's significant changes to email systems last year, Karen provides insights on why staying informed and having experts to guide you through tech hurdles is essential. Together, we also explore the concept of work-life balance and discuss how to create a harmonious blend of business and personal life.

Listen in as Karen and I offer practical advice for troubleshooting email deliverability issues before reaching out for external help. We cover the importance of monitoring email metrics to spot potential problems, like declining open rates due to changes from providers like Google and Yahoo. Additionally, we touch on the unique challenges of emailing large corporations with strict spam filters and firewalls, sharing tips like simplifying email signatures to avoid triggering these barriers. Our conversation is packed with personal anecdotes and expert strategies to enhance your email deliverability and ensure your messages reach their intended recipients.

We also explore the art of email list management and deliverability, with Karen providing valuable tips on crafting subject lines that bypass spam filters and engage your audience. The discussion emphasizes the need for regular list cleaning, segmenting, and understanding sender reputation. Karen shares insights on managing both new and established domains, highlighting the importance of patience and strategic planning. Wrapping up, we underline the significance of having a skilled expert who can anticipate and address technology challenges, ensuring your systems function seamlessly and effectively.

Connect with Karen Grill on LinkedIn to master email deliverability, avoid the spam folder, and get your emails actually opened.

In this episode, I sat down with Ryan R. Sullivan, a podcast strategist, musician, and entrepreneur who’s making waves by helping businesses turn podcasts into powerful tools for growth. We explored the realities of podcasting, automation, and systems, breaking down why building a strategy is crucial for success. Ryan shared his journey of trial and error, offering real, honest insights into how he’s learned to connect creativity with strategy to generate results. His approach is a refreshing reminder that success isn’t about doing more—it’s about doing the right things in a repeatable way.

We also talked about what it really means to create a business that fits your life. Ryan and I both believe that work-life balance is a myth for entrepreneurs—it’s all about harmony. It’s not about separating work from life but integrating everything you love into one cohesive flow. Ryan’s perspective on aligning your business with your passions hit home for me, and his insights on how to use systems and automation to reclaim your time are nothing short of game-changing.

What stood out most is Ryan’s ability to simplify complex problems. From podcasting to operations, his approach is rooted in strategy and intentionality, with no fluff or unnecessary shortcuts. He’s all about solving the right problems in the smartest way possible, whether that means automating tasks, bringing in the right people, or streamlining systems. The energy and expertise he brings to the conversation are a testament to his dedication to helping others win.

This episode is a must-listen for anyone who wants to scale their business while staying true to their values. Whether you’re curious about podcasting, struggling with systems, or simply looking for a fresh perspective on entrepreneurship, Ryan’s advice will inspire you to think bigger and act smarter. 

 Where to Find Ryan

• LinkedIn: Ryan R. Sullivan
• Podcast: The Ryan Sullivan Show
• YouTube: Ryan R. Sullivan Channel
• Website: RyanRSullivan.com

Growing up on stage in the world of musical theater, I learned more than just how to sing and dance.

Those early days, playing roles like Annie and taking on Shakespearean characters, taught me the art of emotional connection—a skill that has profoundly influenced my journey as an entrepreneur.

Join me, Megan Donnelly, as I explore how the lessons of theater have shaped my approach to creating unforgettable user and customer experiences.

By marrying creativity with technology, I've discovered the secret to crafting business systems that don't just work but resonate deeply with audiences, leaving them moved and satisfied—just like a stellar performance.

This episode invites you to see your brand, products, and services through the lens of a theatrical performance, where the real magic lies in the emotional impact on your audience.

We discuss the power of storytelling and humor in creating memorable experiences and highlight the pivotal role that emotions play in the world of branding.

By focusing on the feelings you want your audience to carry with them and the stories they’ll share, you can elevate your brand to new heights.

Tune in to reflect on how your past experiences can shape your future success, both on stage and in the business world.

CHAPTER TIMESTAMPS

(00:00) The Power of Emotional Connection

(11:53) Creating Emotional Resonance Through Branding

CHAPTERS WITH LONG SUMMARIES 

(00:00) The Power of Emotional Connection

This chapter explores how my background in musical theater and performing arts has uniquely shaped my abilities as an entrepreneur, particularly in enhancing user and customer experiences. Growing up on stage, from playing roles like Annie and Shakespearean characters to performing in jazz bands, taught me the importance of connecting with an audience and tapping into their emotions. This artistic journey honed my skills in understanding and prioritizing customer satisfaction, similar to how a performer seeks to leave their audience moved and happy. I share how using both the analytical and creative sides of my brain has allowed me to bridge the gap between creativity and technology, making me a "unicorn" in the business world. Through storytelling and humor, I emphasize the importance of crafting experiences that resonate, whether on stage or in the world of automation and business systems.

(11:53) Creating Emotional Resonance Through Branding

This chapter focuses on the concept of viewing your brand, products, and services as a show, emphasizing the importance of the emotional experience you create for your audience. I explore how crucial it is to consider what feelings you want your audience to have after engaging with your brand and what stories you want them to share with others. By identifying the emotions you aim to evoke, you can craft a memorable experience that resonates with your audience. The episode wraps up with a reminder that technology is only beneficial when it functions properly, and an invitation to join us next week for more insights.

In this episode, host Meghan and guest Nick dive into the world of compliance and technology, discussing the evolving role of compliance officers and the utilization of automated systems to manage regulatory requirements. Nick Passarelli, an experienced corporate compliance officer, shares insights on his professional journey, the impact of technology on compliance practices, and the importance of personal branding. From enhancing customer onboarding processes to navigating the challenges of the corporate world, this episode provides a fascinating glimpse into the intricacies of managing compliance in a rapidly evolving landscape.

Key Points:

- The podcast delves into the interplay of compliance and technology, shedding light on the critical role automation plays in managing regulatory obligations.

- Nick Passarelli shares his wealth of experience in corporate compliance, offering valuable perspectives on the challenges and opportunities faced in compliance roles.

- The discussion highlights the significance of automation in customer onboarding processes, data management, and adaptive compliance practices.

- Emphasizing the importance of personal branding, the episode explores the evolving mindset towards work-life balance and career choices.

The conversation between Meghan and Nick provides a thought-provoking exploration of the dynamic intersection between compliance and technology. Offering practical insights and personal anecdotes, the discussion is sure to engage professionals and entrepreneurs seeking to understand the changing dynamics of compliance in the digital age.

Guest:

- Nick Passarelli: Seasoned corporate compliance officer with a diverse background and extensive expertise in navigating the evolving landscape of compliance and technology.

Special CTA

- Engage with the Brand Build community to explore avenues for personal and professional growth in the realm of personal branding and entrepreneurship.

Unlock the secrets to mastering work-life integration and boosting your business efficiency! This week on the Queen of Automation podcast, we are joined by Stacie Sussman, an operations expert with over 25 years in sales and the dynamo behind Rev Up Advisory. Discover how Stacie seamlessly blends her vibrant personal life in South Florida with her professional endeavors, all while maintaining a dynamic presence in the Brand Built community. 

We delve into real-life practices for entrepreneurs and business owners to treat life as a unified whole, making the balancing act more about fluidity and flexibility. Tackle common misconceptions in enterprise marketing with insider tips that even big brands struggle with. Stacey and I shine a light on the challenges faced by large corporations and how continuous experimentation, ICP mapping, and customer journey workshops are essential to stay ahead.

Learn about the dangers of stagnation and the importance of regularly updating your marketing strategies and messaging. 

This conversation is packed with actionable insights for both small and large business owners looking to stay agile and avoid complacency. 

Revolutionize your sales strategies and revenue operations with cutting-edge techniques. 

Stacie shares her expertise on modernizing outdated tracking methods and leveraging intent data to supercharge your sales outcomes. We discuss the critical need for robust revenue operations systems, touching on crucial tools like CRMs and project management systems while addressing the pitfalls of tech debt. 

This episode is a treasure trove of real-world examples and practical advice, ensuring you walk away with the knowledge to enhance your operations and drive growth.

Connect with Stacie on LinkedIn to gain even more insights from her extensive experience in sales and operations

CHAPTERS WITH LONG SUMMARIES 

(00:00) Streamlining Processes With Automation

This chapter features an engaging conversation with Stacie Sussman, an operations powerhouse with over 25 years of experience in sales. We explore the nuances of work-life balance, emphasizing the idea that for entrepreneurs and business owners, it's all just life—whether working on personal or business tasks, it's a seamless integration. Stacie shares her perspective on this concept while discussing her life in sunny South Florida, her ice skating weekends, and her dynamic role at Rev Up Advisory. We also touch upon our shared experiences within the Brand Builders community and the importance of maintaining flexibility and fluidity in both personal and professional spheres.

(13:03) Navigating Challenges in Enterprise Marketing

This chapter addresses the misconception that enterprise companies have everything figured out simply because they have significant financial resources. We discuss how even large companies face challenges similar to smaller businesses but on a different scale, particularly around brand awareness and staying relevant. The importance of continuous experimentation, ICP mapping, and customer journey workshops is highlighted to ensure marketing efforts remain effective. Emphasis is placed on the dangers of stagnation and the need for regular updates to messaging, websites, and marketing strategies. We also stress the necessity of setting benchmarks and running multiple marketing experiments simultaneously to adapt to changing market conditions and audience emotions. Finally, we remind smaller business owners to maintain their agility and avoid falling into the trap of complacency as they grow.

(21:53) Modernizing Sales Strategies in Enterprise

This chapter addresses the challenges faced by operations and revenue operations teams in enterprise corporations, focusing on the...

John Carpenter, an esteemed recruiter with deep roots in retail and hospitality, joins me on the Queen of Automation podcast to share his one-of-a-kind approach to recruitment. John believes that the key to successful hiring is understanding candidates as individuals, not just names on a resume. Tune in as we explore his philosophy of conducting interviews as genuine conversations rather than ticking off checklists, and how this personal touch can transform the hiring process for both candidates and employers. I also share my own experiences, highlighting the art of matching personalities to roles and the pivotal role recruiters play in creating a smooth experience.

The hospitality industry is undergoing a seismic shift, and we're here to unpack it. As technology reshapes the landscape, from automated check-ins to kiosks handling tasks once managed by bartenders, new challenges and opportunities emerge. We discuss how these technological advancements are setting new expectations for work-life balance and challenging long-standing norms. Ageism in tech adoption and the rise of automation-driven hospitality models also come under the spotlight, offering insights into the evolving workforce dynamics and what they mean for recruitment strategies.

The digital age demands a strategic approach to managing online presence, and we’re diving into its complexities. The balance between leveraging technology for efficiency and maintaining vital personal interactions is crucial, especially in smaller communities. Social media's impact on recruitment, from influencing company policies on employee posts to shaping public perceptions, is another area we explore. With anecdotes and expert advice, we emphasize the need to align digital presence with company values while preserving personal freedom. Don’t forget to check the show notes for contact details, and connect with us for more insights on effective business scaling.

Connect with John Carpenter on LinkedIn to learn how his unique approach to recruitment focuses on understanding candidates as individuals and transforming the hiring process into meaningful conversations.

CHAPTERS WITH TIMESTAMPS

(00:00) Recruiting Strategies and Personal Connections

(09:58) Impact of Automation on Hospitality Industry

(19:41) Importance of Managing Online Presence

(32:23) Hospitality Recruiting and Consulting Expertise

Join me in this Queen of Automation episode where we tear down the myths of social selling, work-life balance, and the messy reality of running a business on your own terms. No fluff, no corporate jargon, just an unfiltered conversation with LinkedIn powerhouse Natasha Walstra, who built a thriving business without a website, a polished brand, or a massive audience. Just smart, strategic moves.

And here’s the kicker, she did all of this while becoming a first-time mom. Imagine launching a business and suddenly being responsible for keeping a tiny human alive. Chaos? Definitely. Possible? Absolutely.

We dive deep into why most people overcomplicate LinkedIn and make it weird when it should be the most natural networking platform out there. Natasha breaks down how she turned connection-building into a revenue-generating machine, without ever feeling like she was “selling.” We also get into why “work-life balance” is a joke, and how real success comes from work-life integration, designing your business around the life you actually want, instead of burning out trying to juggle everything separately.

Natasha is in the middle of a major shift, moving from one-on-one coaching to landing high-value corporate contracts and figuring out how to scale without sacrificing time with her son. She’s sharing what’s working, what’s not, and how she’s thinking about the next phase of her business. This is the kind of raw, real-time conversation that most people don’t talk about, but they should.

Connect with Natasha on LinkedIn—because that’s where she’s making things happen.

Nat Berman shares his journey from corporate recruiting to building a successful online business and coaching community.

He started with a blog and grew it into a portfolio of websites. He then transitioned to LinkedIn and experienced initial struggles before finding success through consistent engagement and content creation.

Nat and his partner Darren Mass eventually started a coaching community called Brand Built, which has grown rapidly and focuses on providing value through calls and community interaction. We discussed the evolution of the community and the value it provides to its members, highlighting the need for interactive meetings and conversations rather than repetitive lectures.

Brand Built is described as a unique and valuable resource for professionals looking to build their brands and businesses. The importance of maintaining the quality of members and the commitment to over-delivering is emphasized.

We also talked on the challenges of pricing and the value of the community in terms of both financial return and personal growth.

Connect with Nat on LinkedIn or Brand Built to be part of this amazing community.

In this episode, Josh McLean shares his transformative journey from a troubled childhood to a successful career in finance and the pivotal moments that shaped his personal and professional life. He delves into the intricacies of digital transformation in the finance sector, the importance of compliance and security, and the impact of setting personal boundaries for a balanced life.

Key Topics:

1. Josh McLean’s Background

- Josh's troubled childhood and pathways into finance.

- The life-changing car accident in 2012 that led to reevaluating his life goals.

2. Finance Digital Transformation

- Josh’s experience in digital transformation projects across healthcare, education, and Nike.

- Focus on Azure methodology, agile software development, and simplifying infrastructure for consumer interaction.

- Significance of investment in digital transformation for companies.

3. Compliance and Security

- Importance of multi-layered authentication and compliance processes, especially for platforms like Stripe.

- Essential nature of security measures for protecting data and money.

- Discussion on authentication fatigue, particularly affecting older individuals.

5. Personal Transformation and Work-Life Balance

- Josh’s reflections on his personal journey and breakthrough from the rigid finance world.

- Setting clear boundaries for a healthy work-life balance.

- Understanding the importance of core values and bringing one's authentic self to work.

- Meghan and Josh discuss the dangers of the hustle culture and the necessity of personal fulfillment.

4. Corporate Experience and Personal Growth

- Corporate experiences offering valuable learning opportunities.

- The balance between corporate success and personal well-being.

- Influences from "The Five Regrets of the Dying" on Josh’s perspective.

- How some companies support personal growth, employee engagement, and culture.

5. Nike’s Digital Transformation

- Josh’s role in supporting Nike’s digital space and e-commerce advancements.

- The family perks influencing Josh's decision to stay with the company.

6. Closing Remarks

- Josh mentions his book "Catalyst" as a gift for his children.

- Listeners are directed to Josh's website (catalystignite.com) and his LinkedIn profile.

- Final thoughts on technology's role and a reminder that it’s only good when it works.

- Josh expresses his gratitude and signs off.

---

Resources Mentioned:

- Book: "Catalyst" by Josh McLean

- Website: [catalystignite.com](http://catalystignite.com)

- LinkedIn [Josh McLean on LinkedIn](https://www.linkedin.com)

In this episode, Meghan explores the multifaceted world of automation and operations in big business with Darren Mass.

Key Take Aways:

1. Darren's Journey:

- Started in telecommunications.

- Founded Mass Communications and sold it to Windstream Enterprises.

- Shared insights on business strategy and the importance of exit strategies.

2. Meghan's Journey:

- Diagnosed with ADHD at a young age.

- Did not graduate high school. Got her GED

- Achieved success in technology and business fields.

3. CRM and Data Management:

- Discussed Salesforce CRM and its complexities.

- Meghan recommended Go High Level CRM for SMBs.

- Highlighted the crucial role of clean data in business success.

- Emphasized the consequences of dirty data on client relationships and employee performance.

4. Work-Life Balance and Technology:

- Darren emphasized systems and time blocking.

- Meghan highlighted the role of automation in regaining personal time.

- Darren shared personal challenges post-acquisition and finding life-work balance.

5. Networking and Community:

- Meghan and Darren praised their peer-to-peer coaching community, Brand Built.

- Stressed the importance of networking through LinkedIn.

- Discussed transitioning from one-on-one to group coaching.

- Shared the value of storytelling, building trust, and service-oriented selling on LinkedIn.

6. LinkedIn’s Role in Business Growth:

- Darren and Meghan discussed using LinkedIn for B2B and local business growth.

- Meghan shared success stories, including a CEO’s successful client targeting strategy.

- Emphasized personal branding and its importance for company representation.

7. Entrepreneurship vs. Corporate Life:

- Meghan and Darren discussed the flexibility and challenges of entrepreneurship.

- Shared personal experiences of balancing work demands and personal life.

8. Effective CRM Strategies for Startups:

- Recommended starting with affordable CRMs like Airtable.

- Discussed the future need for more robust systems as businesses grow.

- Stressed the importance of planning for future growth and potential exit strategies.

9. Final Metaphor and Advice:

- Darren concluded with a metaphor about knowing one's business direction and goals akin to preparing for a race, whether a sprint or a marathon.

- Highlighted the power of great content and effective LinkedIn engagement strategies over traditional email marketing.

Community Mention:

Brand Built: A peer-to-peer coaching community for thriving in business and personal life, focusing on LinkedIn's growth potential.

Connect With Us:

- For more information or to continue the conversation, contact Darren on LinkedIn.

Takeaway:

Tune in to this insightful episode to learn from Darren and Meghan’s experiences and gain valuable tips on managing business operations, leveraging technology for balance, and maximizing the potential of LinkedIn for growth and networking.

In this episode of "The Queen of Automation," host Meghan and guest Nolan delve into the world of technology, business, and work-life integration. Nolan O'Neill, owner and co-founder of Accuxcel CPA, shares his insights into the challenges and opportunities of managing a business while maintaining a balanced lifestyle. The discussion focuses on the importance of communication in the client service experience, the role of customer relationship management (CRM) systems in streamlining operations, and the shift from transactional to relational accounting services.

Key Points:

- Work-life Integration: Nolan O'Neill emphasizes the need for work-life integration, highlighting the value of balancing work commitments with personal and family priorities.

- Client Communication: The challenge of managing client communication, particularly during busy seasons, is discussed, along with the potential benefits of a centralized system for tracking and responding to client inquiries.

- CRM Solutions: Meghan introduces the concept of CRM systems as a potential solution to streamline customer communication, facilitate two-way interaction, and automate task management.

- Business Services: Nolan explains the client-centered approach of Accuxcel CPA, focusing on ongoing support, tax planning, and outsourced accounting and CFO services for businesses.

- Personal Anecdote: Meghan shares her personal experience as a business owner and highlights the need for external expertise in financial and accounting matters.

Special Guest:

Nolan O'Neill, Owner and Co-founder, of Accuxcel CPA

Website: www.accuxelcpa.com

LinkedIn: Nolan O'Neill

Join me on the Queen of Automation podcast as I sit down with the remarkable Alana Tart, an executive coach and mindfulness teacher, who shares her transformative journey from the high-pressure world of big law to a life that truly resonates with her core values. 

Broadcasting from the scenic landscapes of Switzerland, Alana discusses her dual career path, blending her legal expertise with her passion for coaching. She offers insights into what it means to be a coach, emphasizing the importance of mindfulness and self-awareness in fostering unshakable confidence. Through the compelling story of a client’s transformation, Alana illustrates the profound impact coaching can have on one’s outlook on life. Together, we question traditional concepts of work-life balance, advocating for a more integrated approach to life that honors personal and professional fulfillment as a cohesive whole.

In another engaging segment, we explore the interconnectedness of mindset, mindfulness, and growth mindset, shedding light on how these elements can enhance both personal well-being and business efficiency. It's not just about automating or delegating tasks; it's about a mindset shift that begins with self-awareness and mindfulness. I share my experiences teaching mindfulness to my teenage children, highlighting the importance of self-control and non-judgmental awareness. This holistic approach to mindfulness incorporates compassion and gratitude, enriching the practice of executive coaching by promoting self-compassion and a balanced perspective. Listen in as we uncover how these principles can simplify life and business, ultimately leading to more harmonious and productive living.

Catch up with Alana on LinkedIn to learn more about how she helps dedicated professionals reclaim their power and rebuild a solid foundation when life feels like it's slipping away. 

CHAPTER TIMESTAMPS

(00:00) Balancing Life and Work Perspectives

(10:36) Mindset, Mindfulness, and Growth Mindset

CHAPTERS WITH LONG SUMMARIES 

​​(00:00) Balancing Life and Work Perspectives

This chapter of the Queen of Automation podcast takes a refreshing turn as I chat with Alana Tart, an executive coach and mindfulness teacher, about her journey from being a big law professional to living a life that aligns with her values. Calling in from Switzerland, Alana shares how her experiences led her to a fulfilling dual career path as both a lawyer and a coach. We explore what it means to be a coach, focusing on helping clients become unshakable through mindfulness and self-awareness. Alana recounts the inspiring story of a client who transformed his outlook on life, highlighting the impact of coaching. We also touch on the concept of work-life balance, questioning traditional notions and considering life as an integrated whole rather than segmented into work and personal time.

(10:36) Mindset, Mindfulness, and Growth Mindset

This chapter focuses on the interconnectedness of systems, technology, and mindset, emphasizing the importance of automating, delegating, or eliminating tasks to enhance both business efficiency and personal well-being. We explore how these concepts, often perceived as separate, are deeply linked through mindfulness and self-awareness. It's highlighted that simplifying life and business doesn't necessarily mean relying on technology, but rather starts with a mindset shift. I share personal experiences of teaching mindfulness to my teenage children, stressing the significance of self-control and the ability to observe one's thoughts and emotions without judgment. The discussion underscores the holistic approach to mindfulness, integrating attitudes such as compassion and gratitude, and how these principles can enhance...

Come hang out with me as I chat with Anthony Lobosco, the brilliant mind behind Lobo IT Consulting. Anthony takes us on a journey through his impressive tech career, sharing stories from his time at industry giants like Cisco and Lumen.

We talk about what it really takes to connect technology partners with buyers, crafting solutions in AI, customer experience, and security. Anthony's advice is packed with wisdom about building relationships and recommending the right tech solutions. Plus, we dive into how corporate experience can be a springboard for anyone dreaming of starting their own business one day.

Our conversation also gets personal as we explore the importance of blending work and life in a way that feels natural. I share a bit about my time at Asysco and how seeing different sides of a corporation taught me so much. Together, we challenge the old-school work-life balance idea, arguing for a lifestyle where you decide when to hustle and when to unwind. Automation comes up as a game-changer here, helping us design careers that fit our lives—not the other way around.

Finally, we dig into the ever-present challenge of staying efficient while managing digital clutter. From automating, delegating, and cutting out unnecessary tasks to switching from Evernote to Notion, we cover strategies for staying organized in the digital world. We even touch on ways to manage time-suckers like LinkedIn and explore tools for streamlining projects.

Oh, and I have a little invite for you—join us in the Brand Built Community for tech tutorials where we share even more tips to thrive in this fast-paced digital age!

Catch up with Anthony Lobosco on LinkedIn to see what he’s up to and in Lobo IT if you need help making smarter and more strategic technology decisions. 

CHAPTER TIMESTAMPS

(00:00) Building Technology Solutions Through Experience

(06:40) Navigating Technology Careers and Work-Life Balance

(13:17) Maximizing Efficiency and Automation

(21:22) Navigating Digital Organizational Tools

CHAPTERS WITH LONG SUMMARIES 

​​(00:00) Building Technology Solutions Through Experience

This chapter of the Queen of Automation podcast features a conversation with Anthony Lovasco, founder of Lobo IT Consulting. We explore how Anthony brings technology partners and buyers together to solve challenges related to AI, customer experience, and security. I share my admiration for Anthony's work in IT consulting and discuss the importance of building relationships to effectively recommend technology solutions. Anthony recounts his career journey, highlighting his experience at major companies like Cisco and Lumen, which provided him with invaluable industry knowledge. We both emphasize the benefits of gaining experience in a corporate setting, especially for younger individuals entering the tech industry, as it allows access to advanced technology and builds a strong foundation for future entrepreneurial endeavors.

(06:40) Navigating Technology Careers and Work-Life Balance

This chapter focuses on the importance of blending real-world experience with guidance from industry veterans in the technology sector. We explore the immense value of working in large corporations, where exposure to various departments enriches one's knowledge and skills. I share personal experiences of how my journey in technology, including a significant stint at Asysco, has been a learning curve that feeds into my passion. We also discuss the idea of work-life balance, emphasizing the belief that life should not be compartmentalized into personal and work categories. Instead, the aim should be to build a lifestyle that integrates both...

Join me as I welcome the exceptional Hugh Meyer, a finance professional who traded the bustling world of Wall Street for the sunny innovation of Los Angeles. Listen in as Hugh shares his compelling journey from a rigid institutional finance career to a more dynamic and supportive environment at Eyeline Wealth Partners. Hugh's candid insights into his experiences on Wall Street, the impact of the 2008 financial crisis, and his transition to a more technology-driven approach in serving clients will leave you inspired. Alongside professional anecdotes, Hugh opens up about managing life with three teenage boys, providing a unique blend of personal and professional wisdom.

In our engaging conversation, we explore the transformation from the high-pressure demands of Wall Street to the rewarding balance of working as an independent contractor. Hugh and I discuss the importance of prioritizing family and health over relentless work hours and share strategies like time blocking and daily routines that enhance productivity and well-being. We highlight how personal systems, whether technological or habitual, can significantly impact both business and personal life, emphasizing the power of mindset in building effective routines.

Our discussion also highlights the role of education and technology in enhancing business efficiency. We talk about the critical importance of implementing systems to handle administrative tasks, allowing more focus on client growth and needs. By sharing our personal experiences and strategies, we stress the benefits of adopting the right technological solutions to stay competitive. We wrap up with a lively chat about building relationships through humor and networking, encouraging listeners to connect with Hugh Meyer on LinkedIn and underscoring the value of technology when it functions well.

Connect with Hugh Meyer on LinkedIn to discover how he helps clients balance life and business by combining financial expertise with innovative strategies.

In this episode of The Queen of Automation, Meghan Donnelly sits down with Tom Clement, an experienced entrepreneur, professor, and systems thinker. Together, they explore the realities of work-life balance, the importance of building systems for small businesses, and how leveraging automation can give entrepreneurs back their most valuable resource—time.

Tom shares his unique journey, from owning a motorcycle dealership to teaching business strategies and working with incarcerated individuals to provide hope and reduce recidivism. The conversation covers the misconceptions of "work-life balance," the value of loyalty and humanity in the workplace, and practical steps for creating systems that simplify operations.

Key Topics Discussed:

• Tom’s journey from business owner to professor.
• Why "work-life balance" is a myth and how to embrace a unified life.
• The importance of aligning your work with your life goals.
• The power of systems and how small businesses can build them effectively.
• Using automation and AI to create operational manuals and save time.
• The importance of fostering meaningful connections, both online and offline.

CHAPTER TIMESTAMPS

(00:00) Work-Life Balance and Life Goals

(14:00) Effective Time Management Strategies

(21:13) Navigating LinkedIn and Building Relationships

(33:30) Leveraging Technology for Success

CHAPTERS WITH LONG SUMMARIES 

(00:00) Work-Life Balance and Life Goals

This chapter of the Queen of Automation podcast features a conversation with Tom Clement, a seasoned business leader and educator. We explore Tom's diverse career journey from owning a motorcycle dealership to becoming a business professor, including his unique role in teaching incarcerated individuals in Arizona. The discussion centers on the concept of work-life balance, with both Tom and I expressing skepticism about the traditional notion of separating work from personal life. Instead, we advocate for integrating work and personal life into a single life plan driven by personal goals. By prioritizing life goals over conventional career paths, individuals can create a lifestyle that aligns with their personal aspirations, whether that means taking unconventional days off or making career choices that support family and personal fulfillment.

(14:00) Effective Time Management Strategies

This chapter explores the timeless principles of time management inspired by Alan Lakin, a prominent figure in the field from the 70s and 80s. I recount my experience of inviting a dean, a staunch advocate of Lakin's methods, to speak to my class on personal marketing. The session underscored two pivotal lessons: using the mantra "What's the best use of my time right now?" and maintaining an efficient inbox by promptly dealing with or discarding emails. I share my approach to managing emails through a folder system, prioritizing crucial messages while keeping distractions at bay. Emphasizing the importance of organization, I discuss how I keep my inbox clutter-free and stress the value of preserving data by never deleting emails, allowing for easy retrieval when necessary.

(21:13) Navigating LinkedIn and Building Relationships

This chapter explores the approach of using LinkedIn as a tool for genuine networking rather than focusing on metrics like impressions and reach. I discuss the importance of building a meaningful inner circle and the value of connecting with mentors and individuals who can provide guidance and insights. The conversation emphasizes the power of offering value to others, even for free, to create authentic relationships that lead to recommendations and opportunities. I share the realization of LinkedIn being an echo chamber, encouraging the pursuit of third-degree connections to...

Can busy executives truly maintain a healthy lifestyle without sacrificing their demanding careers? 

In our latest episode, we sit down with Daniel Intorella, the dynamic founder of Fuel and Fortitude, to unravel the secrets of integrating fitness and nutrition effortlessly into a hectic executive life. 

Daniel's compelling personal story of living with chronic kidney disease reveals how he transformed his challenges into a passion for holistic health.

We redefine work-life balance, shedding light on how a seamless integration of personal and professional realms can lead to a more fulfilling and sustainable lifestyle. Daniel's unique approach to reducing unhealthy foods without complete restriction offers a refreshing perspective on creating lasting habits.

Explore actionable strategies designed specifically for high-performing executives, from efficient meal prepping tips to using a 24-hour food log to uncover eating patterns.

Daniel shares his entrepreneurial journey, transitioning from a corporate career to building a virtual health coaching business. 

Discover how his initial focus on kidney health coaching evolved into a comprehensive wellness program that caters to diverse lifestyles, with personalized fitness plans accessible through the Trainerize app. 

Tune in for an episode packed with practical advice, inspiration, and a roadmap to a healthier, more balanced life, all tailored to meet the needs of busy professionals.

CHAPTERS WITH LONG SUMMARIES 

(00:00) Building Lifestyle

This chapter introduces Daniel Intorella, the owner and founder of Fuel and Fortitude, a virtual health and wellness coaching business aimed at helping executives integrate effective workouts into their busy lives.

We explore Daniel's personal journey living with chronic kidney disease and how it inspired his holistic approach to fitness and nutrition. Daniel emphasizes the importance of creating a lifestyle rather than following strict diets or fitness regimens. He shares insights on reducing, not restricting, unhealthy foods and highlights the interconnectedness of personal and professional life. We discuss the concept of work-life balance, agreeing that it is more about managing the ebbs and flows of one’s entire life rather than separating personal and business realms. Daniel provides practical advice on how executives can maintain their health and well-being amidst their demanding schedules.

(07:37) Optimizing Executive Diets & Systems

This chapter focuses on the challenges high-performing executives face with maintaining healthy eating habits amidst their demanding schedules. We explore practical strategies to integrate nutritious meals into their busy lives, emphasizing the importance of meal prepping and making simple shifts for better food choices. I discuss how to effectively use a 24-hour food log to identify eating patterns and provide actionable advice on preparing meals in advance, such as turning dinner leftovers into lunch and prepping breakfast the night before. The key takeaway is creating a streamlined system for food preparation that enhances both health and productivity, akin to optimizing business operations.

(16:21) Path to Online Personal Training Business

This chapter chronicles my journey of transitioning from a corporate-focused LinkedIn profile to building an online personal training and nutrition business. After immersing myself in entrepreneurial podcasts and LinkedIn, I decided to start my own business, despite having no formal business education. I share my experiences of learning business terminologies, engaging with people, and building my brand brick by brick. I discuss my initial focus on kidney health coaching and how I expanded my services to accommodate clients with various lifestyles, including creating tailored workout programs for clients at home and while...

In this episode of The Queen of Automation, Meghan Donnelly sits down with Kevin Hodgkins to talk about automation, marketing, and why so many business owners are making things harder than they need to be.

Kevin shares how he structures his time to protect creativity and deep work, making sure his business isn’t consumed by meetings, admin tasks, and unnecessary complexity. Running a company from Prince Edward Island—what he jokingly calls District 13 from The Hunger Games—he’s built a business that doesn’t rely on constant availability but instead runs on systems that let him scale without burning out.

The conversation dives deep into sales and marketing, where Kevin pulls apart the idea that more tactics equal better results. He explains why YouTube ads are the future of visibility, how most sales funnels are too complicated to convert, and why the words you use in your messaging matter more than the strategies you follow. He also explores the psychology of buying decisions, breaking down why pain-driven messaging moves people to action while most marketing just gets ignored.

This episode is a candid, unfiltered look at automation, growth, and the difference between working efficiently and just working more.

Find him on LinkedIn, that’s where he shares his insights on automation, sales, and marketing strategy. If you’re serious about creating systems that actually scale, he’s someone you want in your network.

Unlock the secrets to achieving true freedom and flexibility in your professional life with John Prendergast, CEO and founder of Blue Leaf Wealth. 

In our latest episode, John challenges the conventional wisdom of work-life balance, revealing how work-life integration can better align your career with personal goals. 

Whether you're an entrepreneur or working within a corporate environment, John's insights offer a fresh perspective on creating a harmonious, fulfilling life that caters to both professional ambitions and personal joys.

We also tackle the technological challenges that small to mid-sized independent wealth managers face. John sheds light on the benefits of embracing automation to streamline operations, enhance client communication, and maintain data integrity.

Discover how specialized software like Blue Leaf can revolutionize your back-office functions and prevent client anxiety during market downturns.

Packed with actionable advice, this episode is your guide to modernizing wealth management practices while building stronger, more proactive client relationships.

Don’t miss out on this enlightening conversation that seamlessly blends technology, business strategy, and personal well-being.

CHAPTER TIMESTAMPS

(00:00) Work-Life Integration With John Prendergast

(13:43) Transforming Wealth Management Operations

(22:03) The Future of Wealth Management Technology

CHAPTERS WITH LONG SUMMARIES 

(00:00) Work-Life Integration With John Prendergast

This chapter introduces John Prendergast, CEO and founder of Blue Leaf Wealth, as we explore the intersection of automation in wealth management and business processes. John shares insights on the concept of work-life integration versus balance, emphasizing the freedom to choose how, when, and where to work. We discuss the benefits of aligning personal and professional lives and highlight the flexibility that entrepreneurship can offer. Additionally, we touch on how these principles can be applied even within corporate environments, showcasing that work-life integration is achievable regardless of one's professional path.

(13:43) Transforming Wealth Management Operations

This chapter delves into the significant lag in technology adoption within the financial industry, specifically among independent wealth managers. We explore how small to mid-sized firms, often with a heavy client focus and limited expertise in technology, struggle to implement essential systems and automations. Discussing the hurdles these firms face, such as reliance on outdated methods like Excel spreadsheets and personal devices for client data, we highlight the critical need for automation and modern digital solutions. We also touch upon the transformative impact of recent advancements in automation software, stressing the importance of educating wealth managers on these tools. Finally, we outline our company's role in automating back-office functions such as reporting, billing, and trading to help these firms enhance their operations and better serve their clients.

(22:03) The Future of Wealth Management Technology

This chapter highlights how proactive communication in wealth management can significantly reduce client anxiety during market downturns. By ensuring clients are regularly updated with personalized information, advisors can prevent panic calls and maintain client confidence. We explore the role of specialized software like Blue Leaf, which complements traditional CRMs by automating client interactions and integrating with industry-specific systems such as Wealthbox and Redtail. The conversation underscores the importance of tailored solutions for financial advisors, emphasizing that generic CRMs like Salesforce require substantial customization to meet the unique needs of wealth...

Unlock the secrets to creating a self-sustaining business with Ivan Polic, founder of Jumpstart Your Exit. 

Discover how strong teams and robust systems are the backbone of successfully exiting a venture. Ivan shares his wealth of experience in helping six and seven-figure business owners reduce dependency on themselves, prevent burnout, and implement sustainable practices. 

Learn how automation and strategic planning can amplify your business's value and enhance your personal well-being, whether you're aiming to step back from daily operations or planning for a full exit. 

Transition from founder to CEO with ease as Ivan discusses the critical shifts needed to optimize your business for growth or sale.

Rethink your identity, create standardized operating procedures, and cultivate strategic business partnerships for sustained success. By focusing on long-term relationships over cold outreach, you can build a supportive network that fosters growth and prevents loneliness. 

Tune in for actionable insights and strategies to evolve your business beyond the $5 million mark and enjoy a thriving, scalable enterprise.

HIGHLIGHT TIMESTAMPS

(01:10 - 02:30) Entrepreneurship and Work-Life Integration (80 Seconds)

(16:23 - 17:48) Transitioning From Founder to Team Leader (85 Seconds)

(26:13 - 27:12) Building Strong Supportive Teams (59 Seconds)

CHAPTERS WITH SHORT SUMMARIES:

(00:00) - Building Systems for Business Success

Ivan Polic shares strategies for successful business exits, emphasizing team building, burnout prevention, and automation.

(09:06) - Transitioning From Founder to CEO

Founder's shifts: inner world, operating system, and marketplace, necessary for business growth beyond $5 million.

(22:57) - Creating Strategic Business Partnerships

Building partnerships, having a supportive team, and strategic hiring are crucial for sustained business success.

Connect with Ivan on LinkedIn and JumpStart Your Exit for valuable insights and strategies. His expertise can help you achieve a successful and profitable exit strategy adapted to your goals.

Unlock the secrets to skyrocketing your LinkedIn engagement with our special guest, Utsav Patel, co-founder and CMO of Supergrow. You'll hear the riveting story of how Elon Musk's unexpected acquisition of Twitter led to a seismic shift in Utsav and his co-founder Devin's entrepreneurial journey, compelling them to create Supergrow. This episode is packed with invaluable lessons on adapting to sudden market changes and transforming challenges into groundbreaking opportunities.

Dive into the burgeoning LinkedIn creator economy and discover why it's poised for an explosive future akin to Instagram and TikTok. We unpack Supergrow's commitment to compliance with LinkedIn's terms of service, demonstrating how maintaining this balance not only safeguards user accounts but also promotes a sustainable and thriving ecosystem for content creators. Learn how Supergrow navigates these complexities to provide a robust tool that aligns with LinkedIn's rules, ensuring your content strategy remains unscathed.

From crafting high-quality posts with AI formatting to overcoming creative blocks with an inspiration feed, Supergrow is a game-changer for content creators. Hear firsthand about the new scheduling feature that automates previously tedious tasks, making your LinkedIn presence more strategic and less time-consuming. We also touch on the work-life balance challenges faced in the startup world and share strategies that have helped the Supergrow team maintain equilibrium. Join us for an inspiring discussion that reaffirms Supergrow's status as an indispensable tool for anyone serious about LinkedIn content creation.

CHAPTER TIMESTAMPS

(00:00) Building Supergrow

(11:19) Navigating LinkedIn Compliance and Building Supergrow

(21:07) Maximizing Content Creation With Supergrow

(32:13) Balancing Work and Future Features

CHAPTERS WITH LONG SUMMARIES

(00:00) Building Supergrow

This chapter focuses on an engaging discussion with Utsav, co-founder and CMO of Supergrow, an innovative AI tool designed to enhance LinkedIn content formatting for better engagement. We explore Utsav's journey, including the challenges faced when Elon Musk's acquisition of Twitter led to a sudden price hike in the Twitter API, forcing Utsav and his co-founder Devin to pivot from their initial projects. The conversation highlights the importance of adapting to unforeseen circumstances and finding new opportunities, ultimately leading to the creation of Supergrow. We discuss how Supergrow simplifies the process of crafting effective LinkedIn posts by focusing on formatting techniques used by top creators, making it easier for users to grow their followers and boost engagement.

(11:19) Navigating LinkedIn Compliance and Building Supergrow

This chapter explores the growing concerns and excitement around LinkedIn's creator economy and its future. We discuss the platform's current state and speculate on whether LinkedIn will face an implosion or continue to thrive. Emphasizing LinkedIn's bullish stance on creators, we predict an explosion of content creation similar to what platforms like Instagram and TikTok have experienced. Additionally, we delve into the challenges of maintaining compliance with LinkedIn's terms of service, highlighting the rigorous measures taken to ensure that our software remains within permissible boundaries. By prioritizing adherence to LinkedIn's rules, we aim to safeguard user accounts and foster a sustainable ecosystem for content creators.

(21:07) Maximizing Content Creation With Supergrow

This chapter highlights the remarkable capabilities of Supergrow, a powerful tool designed to aid creators, entrepreneurs, and business owners in generating high-quality content efficiently. We explore how Supergrow assists users in crafting posts, formatting them with AI, and utilizing various templates, including custom and popular