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Personal branding can be the missing link between running a successful business and being able to live the life you want. But it’s much more than just a logo, it’s an entire system of marketing, personal growth, and empowerment.
And if you’re not convinced, I want you to meet Rachel Lee.
Rachel is one creative entrepreneur who understands the power of personal branding. In fact, she lives and breathes it!
But Rachel didn’t get to where she is today overnight. Her personal journey has taken her from part-time freelancing, to full-time working with clients on their personal brands. Along the way, she’s had to make mistakes, learn and refine her skills, and discover what it means to truly run a business. She even got to the point where she questioned what she truly was meant to do!
Through her own journey as an entrepreneur, she learned that personal branding was much more than what meets the eye – it’s about finding your unique voice, connecting with your ideal audience, and creating experiences that build authentic relationships.
In this episode, we’ll hear more about Rachel’s personal story, of how she went from feeling unfulfilled in her “dream job” to pivoting her business to personal branding. We’ll also hear her insights about how personal branding can help your business become more efficient, and empower you to create the life you truly want. Last but not the least, we’ll get the chance to discuss some of the tools and processes that allow Rachel to live the life she wants while helping entrepreneurs reach success with their businesses.
If you’re ready to learn from Rachel’s personal story, gain insight into personal branding, attract your ideal audience, and build an authentic personal brand based on your values and vision – don’t miss this episode!
Show Notes & Links
Calendly – https://calendly.com/
Fantastical – https://apps.apple.com/us/app/fantastical-calendar/id718043190
IG: @racheltylee (https://instagram.com/racheltylee/)
FB: Rachel Lee (https://facebook.com/racheltylee/)
LI: Rachel Lee (https://linkedin.com/in/racheltylee/)
📄 Video Transcription:
[00:00:00] Yvonne Heimann: Hey, hey everybody, and we are back to yet another episode of Boss Your Business. And when I look at my episodes number, we are coming close to 30. So this, as of recording, is I need to say a lie, 25, 28. Oh my God. We are this close. We barely made it. You, you, you nearly made it to the 30th episode. Today, and I feel like I’ve been known you forever, even though we literally just met behind the scenes.
[00:00:32] I have Rachel on today and Rachel Lee, I have been literally, it’s like, I feel like I’ve been seeing you around online forever. Um, you’re a personal brand strategist based on Vancouver, Canada. This is one piece that I didn’t know. I actually thought you were US based. Um, you help creative entrepreneurs establish their authority through building a personal brand that showcases their brilliance and generates demand for their unique services.[00:01:00]
[00:01:01] We have so much to talk about branding, because I suck at this stuff. Um, you worked also with creative. You were a creative freelancer yourself, um, which makes it really easy for you to understand the challenges of crazy people like me, creative entrepreneurs, right? We know all of that and how that feeling is and how their struggles are from transitioning, from being just another freelancer to being recognized as an expert in the area of their expertise through creative brand strategy, mindset training, enhanced on application. What I have to say, I love that combination of things. I see so many people that focus just on the branding.
[00:01:48] Guilty of this myself, too. My brand used to look like a yoga studio mandela, and the pain that designer went through with me [00:02:00] are switching it to what it is now and getting it polished up in the end, that that was painful. So I love how you combine not only building a strong brand, but also helping with that mindset and all the stuff that’s happening behind the scenes.
[00:02:15] Now that my monologue is done, how did you actually get here? Because you didn’t start out offering all of this and combining all of this, so what’s your story? How did you, how did you get here?
[00:02:31] Rachel Lee: That is a great question and I’ll avoid giving you the two hour version of it, cause there’s a lot that goes into the story.
[00:02:40] I’ll start by saying I have a background in design. Growing up I was the art kid. I loved making things for people and as far as I knew I was gonna be making things for people for my entire life. So it was very natural for me to study design, work as a designer at a marketing company, and I had only planned my life up until that point.
[00:02:59] I thought I would be [00:03:00] happy and fulfilled at my full-time job, and I would stay there for the next 40 years and retire happy. What I didn’t plan for was that I wouldn’t be fulfilled at what I thought was going to be my dream job. Yeah. It didn’t check off all the boxes for me because what design means for me, it’s not just about making pretty things.
[00:03:17] It’s about creative problem solving and talking to people and working together with them to create impact and solve these problems. Unfortunately, the drop that I had, it only had the pencil pushing aspect. It was me behind a computer for eight hours, no conversations, and the moment I finished something, I never saw where it went.
[00:03:36] I never had conversations with the people who used my designs. It was just design minus everything that I loved about it. And it was torturous. I was 24 at that time and I thought, I am too young to stay at a job that I’m miserable at for the next 40 years. I need to figure something out right now. Oh yeah.
[00:03:57] Even though like I didn’t really know what my options were, [00:04:00] I knew that, uh, with a skill that I had as a creative, um, as a creative service provider, it’s easy for me to get freelance jobs. Yeah. To the little of my understanding at that time. So I went out and I just took a bunch of, um, opportunities to do networking.
[00:04:17] I met a lot of people. I worked on different projects just to see what I enjoyed, because you don’t know what you like until you try it. And again, I was 24 at that time. I had no idea what I wanted, who I was. I just knew that I wasn’t happy, so it’s kind of like going to a buffet, buffet. You sample everything before you decide I wanna heat my plate with this one dish.
[00:04:38] So I did that for a little bit and I had originally planned to get my income with my freelancing work to the same level as my full-time job so that I could make a smooth transition. I feel like everyone has that goal. In reality, it didn’t work like that.
[00:04:54] Yvonne Heimann: I’m just, I’m just sitting here smirking. I’m like, oh, yeah, I feel all of that.
[00:04:59] I feel [00:05:00] all of this.
[00:05:01] Rachel Lee: Yeah, like I, what happened was at the start of 2019, I got impatient and I just told myself I can’t stand to start another year doing the same thing. Uh, at that time I was doing all my full-time job and I was doing freelancing on the side. I barely had time to even eat or sleep in between all of this.
[00:05:23] And I’m like, I, I can’t do this anymore. Even if I don’t feel ready, I think I need to just make that jump. So I did. I jumped prematurely. I also caveat this by saying I don’t think there’s ever a point where you feel. and I, across all of the people I’ve spoken to over the four years now that I’ve been doing business, ready does not exist.
[00:05:43] And if you wait until you feel ready, you’ll never make the jump.
[00:05:47] Yvonne Heimann: Mm-hmm. . Mm-hmm. . Did somebody, did somebody say mindset coaching too? Because I, I feel you on that one. I see so many people that have been running a site [00:06:00] business for so long, and I’m like, I will do that when this happens, or when that happens, and when that happens.
Don’t expect perfection
[00:06:07] Yeah. Human nature usually is that the pain, whatever the pain is, has to become so big that you are doing this jump. So either way, you are so miserable in what you are doing that you finally do the jump or it’s yeah, it’s something, something has to trigger that pain for us often to make this jump because yeah, as you said, we, we are never gonna be ready.
[00:06:33] And the moment you reach a certain income goal where you might feel where you might have thought you feel ready now. You, you do have the full-time job and the side hustle with a good one. That’s nice money. You don’t wanna lose it. Just do it. If you really wanna do it, just do it. You will make it happen. We all have made it happen.
[00:06:51] You will make it happen too. So just, just do the jump.
[00:06:55] Rachel Lee: Yeah, absolutely. And, and don’t expect perfection because I made [00:07:00] so many mistakes in my first year of business. The, the main thing I’m gonna say is they don’t teach art kids anything about business in art school.
[00:07:07] Yvonne Heimann: Do they teach anybody really how to run a business?
[00:07:11] I’m like, I finished school in Germany and I had no idea how to transfer money from one bank account to the other or, or do anything. And I went to business school. So. . Yeah. Yeah. Nobody teaches you these things and I think in the earlier years it was just a lot of trial and error. And the most important thing is, is that you don’t let that stop you.
[00:07:36] Rachel Lee: You have to really shift your perspective. I feel like the mindset’s important where I am a recovering perfectionist and control freak. You can’t be a good designer without being a perfectionist and a control freak. So it does well for my job. But when it comes to doing business, you have to be willing to make a mess because nothing works on your first try.
[00:07:55] Or maybe your second or third, fifth, even like if it’s your 50th try. [00:08:00] Sometimes things don’t work, but you shouldn’t stop because every time it gets a little better. Right? And we’re always refining our processes. So the first year it, it’s laughable as I think back at it, like I just did create a freelance full-time.
[00:08:13] This was the year where I discovered and fell in love with branding, but in the process of that, it was a long journey. I didn’t know I needed contracts. I didn’t know marketing or sales. I flabbered my way through every networking event I went to. Didn’t have a website, honestly, for the first three years that I did business.
[00:08:29] I still don’t know how I got by.
[00:08:32] Yvonne Heimann: You don’t need to. Don’t get me wrong, I’m coming from the web design side of things, right, that have done that in the past. Same as you freelancer. It’s easy work to get till everybody knows how to build websites. And I’m like, yeah, but how? Well though, that’s a whole nother story. But yeah, it’s like even me, I have friends and I have clients that started their business just on Facebook or just on Instagram.
[00:08:56] You don’t have to.
What people really buy from you
[00:09:00] Now it’s just, especially in times like we are in nowadays, and I think that’s where your branding also fits in. It’s, it’s the relationship, it’s the stories, it’s how you impact people, how you connect with people, how you talk with people. They’re not buying the product.
[00:09:20] I’m, I’m sorry. I’m like, anybody can buy ClickUp templates. Anybody can buy a logo. Anybody can just hire somebody else to build a website. It doesn’t matter. It’s, we are, we are not reinventing the wheel. However, what we do do is deliver our own solution with our own view of things, with our own personality and the change and the impact we are having on clients.
[00:09:49] Rachel Lee: Yeah, exactly. And it goes down to the experience that you’re creating. I didn’t learn this until later as well, where when I started in the world of branding, it was [00:10:00] just the visuals for me. Eye candy stuff. Mm-hmm. . That’s where my professional training is. That’s what I enjoy. But over the years of me working together with small businesses and helping them with their branding, I came to understand that branding is something that’s a lot deeper than just what you see on social media or on the website. It’s about the overall experience that you’re creating. It’s about the expectation that you’re setting. And also, the most important thing that most people forget is your ability to follow through on the expectation that you’re setting. Like there’s so many businesses that I’ve seen online where they do a really good job at presenting themself. But when you actually engage with them, whether you’re purchasing their product or service, or you just talk to the business owner on the Zoom call, and then you have this whoa, whoa, whoa, whoa, whoa moment. You’re like, this is not what I expecting.
[00:10:49] So as far as banding goes, you have to deliver on the expectation you’re setting. And it took many years for me to get to the point where I realized that there’s so many layers that we [00:11:00] can dig.
[00:11:01] Yvonne Heimann: Oh my God. And I’m, I’m literally, I’m just over here. I’m like, oh yeah, I’m feeling that. I went through a, through that exact experience end of last year where, I had hired somebody, the messaging was on point, the visual branding, yeah, sure, whatever. It was good, could be better, more aligned with the actual message. And I think, you know what, before I dive into that, let’s dive a little bit deeper for a second, just in this branding thing, because I think the audience might get a little bit confused at what branding is. I think we really align with our understanding of branding, but I wanna make sure the audience knows what we mean by branding, because branding doesn’t just mean the fancy AskYvi logo.
What personal branding is
[00:11:49] So do me a favor, dive for a second into what does branding actually mean.
[00:11:55] Rachel Lee: That is a great question and I feel like everybody’s version of it is different. So this is [00:12:00] my perspective of what branding is from the experience that I’ve had where branding, whether there’s, you’re a personal brand, meaning you represent yourself, or it’s a company, a business brand.
[00:12:11] Brand is basically an identity. It’s very similar to a person. That’s why personal branding, what I do is very easy, where it’s about understanding what is this identity, this person. I’ll just call a brand, a person for the, uh, easier way to describe it. Who is this person and how do they relate to the people that they’re connecting with?
[00:12:31] And, and the more fleshed out this identity is. The easier it is for this brand, this identity, to connect with the people that it’s meant to serve. It’s almost like developing a relationship with your best friend. Mm-hmm. . And you can’t do that until you know what they’re like, their personality, their quirks, how they show up, what they like, what they, what they’re good at, what they suck at and, and, and what that experience is. It, it’s just about really getting clear on what that identity is so that it creates a really smooth experience. [00:13:00] You’re setting the right expectations. Mm-hmm. People know exactly what it is that they’re buying from you. They feel a sense of connection because, like you said, we chatted about this earlier, but they’re not just buying a product or a service.
[00:13:11] They’re buying it’s you. You often hear, even in the world of marketing, where people buy into brands and they buy into ideas and thoughts. They don’t buy into like the the tangible thing that you’re selling. So when we we’re talking about branding, we’re talking about that overall identity, that experience, and that expectation that you’re creating with the people who are your customers.
[00:13:33] Yvonne Heimann: Which is why my brand used to be completely misaligned. Again, it’s like I used, my brand, used to be a Mandela with peach and teal colors, and then you suddenly run into Yvi who curses and does all the things. It doesn’t align. That personality simply doesn’t align. So, and that’s, that’s what branding to me. It’s, it’s the language, it’s the visual of that [00:14:00] personality, that identity that you are, which interestingly, my brand evolved when my personality evolved.
[00:14:07] Yes. Um, and with that is where, where it, when it doesn’t align is where you have really big issues. Where I come to find out literally how to, to fight a contract end of last year because I had signed up based on a brand, based on an identity for a 12-month program, and I’m in there and I’m like this, this is not what your brand promises.
[00:14:35] You are literally acting 180 degree against what your brand is promising. Literally in the wording, not just even a feeling and a perception of the brand. Wow. Literally, by the tagline, you deliver the, the, the exact opposite.
[00:14:52] Rachel Lee: Oh my God, that’s terrible.
[00:14:55] Yvonne Heimann: It happens. I think it’s, it’s a personal growth that has to happen with that, [00:15:00] and it was really, really poorly handled.
[00:15:04] I have one in two issues. I figured myself out. Don’t get me wrong, I have screwed up more than once. The question is how do you handle it? Oh, yeah. I, I am blocked now from their social media and all kinds of things where it’s literally like I had to bring in legal. It’s like, if you wanna fight this, you, you’re welcome to talk to my lawyer.
[00:15:23] Rather than, let’s figure this out. If you are not happy in a 12-month program, let’s cut it out. It’s let’s, let’s end it. It’s fine. Shit happens. It didn’t align. Okay, cool. No, it’s literally to the point of, again, me really having to fight this, and I think that comes down to the mindset piece you are working on with your clients, because especially with personal brands, our personal brand is so closely connected to our own personal growth.[00:16:00]
[00:16:00] Yeah. Where it’s like, that’s where my break breakthrough came with the person that I worked on with my brand. When that big shift was happening from yoga studio, look to actually right. Now, I can laugh about it, but there was a huge mindset breakthrough because she saw the strength that I didn’t see in myself.
[00:16:21] Rachel Lee: That’s beautiful. Yeah, like I’m laughing cause what you’re describing with the yoga studio and everything and this conversation that we are having right now, it totally does not align with the yoga studio stuff. I feel like you have a lot of punch and there’s a lot of fire.
[00:16:38] Yvonne Heimann: Can you, can you imagine me in a in a muted peach or teal t-shirt with a Mandela upfront that it doesn’t represent my brand, so I can laugh about it now. We, we had some really good laughs about it and I love the brand designer that that did my Mandela logo. She did what I asked her to do.
[00:16:59] Rachel Lee: [00:17:00] Yeah. Yeah. But I think the clarity needs to come from yourself, and it is a process of discovery.
[00:17:06] It’s funny actually because the, the whole shift that I made from business branding, into personal branding mm-hmm. is actually directly tied to my growth as a person where mm-hmm. , I realized, oh, I actually want to develop a deeper, more intimate connection with the people that I’m serving. And my business brand is literally getting in the way, where people, the way people interact with businesses is different from when they’re face-to-face with you.
[00:17:30] Yeah, it’s so easy to be distant and detached and un emotionally uninvolved, but when it comes to the person, and I am a very relatable relational person. I prefer to have that connection. So when I realize, oh crap, I’m shooting myself in the foot by presenting myself one way, when I really want to have that intimacy, it, I got really interested in what does it even mean to have a personal brand?
[00:17:54] And there’s a lot of hiccups that come up along the way where it isn’t just about, oh, let’s find a [00:18:00] new color palette for you and slap your face all over everything. It, it’s much deeper than that. Yeah. It’s about having an understanding. It is honestly a big question. It sounds simple when I say it, but it’s actually really deep and the question is, how do I want people to see me?
[00:18:16] Yvonne Heimann: How am I comfortable seeing other people seeing me because my big shift happen because I realized limiting beliefs and I finally put them behind me. I was perceived as that strong person, as that one that’s, that’s throwing the F bomb around. So publicly other people saw it, yet I didn’t feel it yet.
[00:18:41] So in that process of switching that, that’s where, where those limiting beliefs came down, where I actually started feeling my brand too. So it wasn’t just about, how people perceive the brand. It was also how [00:19:00] I felt the brand and could own it.
[00:19:02] Rachel Lee: Yeah, and, and that is huge, and that’s a conversation. I love having that.
Attracting the ideal audience through personal branding
[00:19:08] Honestly, not everybody’s ready to have that conversation because a lot of people, they hire somebody to do their branding. They’re just interested in looking good. But the more, more important thing specifically for personal brands is you have to feel comfortable because you can’t show up in your fullest capacity if you’re feeling awkward or weird if you haven’t fully embraced every part of you, the good and the bad. You know, humans are kind of like coins. There are always two sides. And the, and when you just show one side of it, people will always be left wondering, oh, what’s on the other side? Like, what are you trying to hide? And that, and not showing that causes more distrust, uh, with your audience than it is just being like this is who I am and if you don’t like it, you’re perfectly welcome to walk away. I ain’t gonna chase you. Right? Like it’s so important to understand intrinsically who you are and just embrace that cuz [00:20:00] that’s what people are buying. It’s more energy to put up a face than it is to anything else.
[00:20:05] Yvonne Heimann: And I think first of all, not having to put on that mask and place somebody that’s definitely giving you a lot of energy back, but also being really clear on your brand and what you stand for, which is is another journey for me right now where I’m starting to publicly own my big goals that I have, and I’m like, I literally get goosebumps when I, when I explain all of those.
[00:20:33] It helps, it actually helps you be more efficient in your business. Because I don’t have to ask a thousand questions. I know that people that can’t stand, people that drop the f bomb and curse when they get passionate, they are not gonna reach out to me because they watch, they watch one of my YouTube videos or see one of my posts or Instagram Story.
[00:20:55] I don’t need to read them out. You know how much time that saves me because they’re not even gonna come [00:21:00] to me. And really, really impersonating this brand and really getting clear on your brand. Hell, you know how much time that cuts down on discovery and on interviewing people you wanna work with and trying to figure out if you actually wanna work with ’em.
[00:21:19] Yeah, that’s where you efficiency.
[00:21:23] Rachel Lee: Exactly, and I feel like a good way for me to describe it is like finding what flavor of ice cream you are. And everybody has a vanilla preferences. You’re not a vanilla person. I personally really like pistachio. It’s like a weird flavor and some people like it, some people don’t.
[00:21:38] But it’s, it’s about discovering your flavor and the people who like your flavor will naturally get attracted to you. The people who are, stay far, far away. And like you said, it saves so much time and energy and when you know exactly how you should be presenting yourself, it actually saves you so much time with decision making like you wouldn’t believe when I talked to my clients, they spend so much time [00:22:00] stressing over like this one post that they made and asking all of questions like, oh, like are the colors right? Is the text aligned? Like, what about the CTA? Like is like, did I post it at the right time? What about my hashtags? Like there’s so much anxiety and energy that goes into something that should feel easy.
[00:22:18] Like the purpose of figuring out your brand is to make expression as smooth and as seamless as possible. So you could just focus on doing the thing that you’re meant to do, which is helping people, right? Like we wanna always remember, it’s not about the way you’re presenting yourself, but it’s about creating a safe space for the right people to find you.
[00:22:35] Yvonne Heimann: And, and I think it’s so easy to forget that. Yeah, we tend to end up just getting caught up in the nitty gritty and it’s, it’s our ego as long as we catch it and, and get back around and get back to the things that actually matter. Now, question. You do when coaching, you do the mindset coaching with it.
How Rachel works with her clients
[00:22:57] How? How do you [00:23:00] work with clients right now that allow you to live the life you want? Are you one-on-one? Are you group coaching? How do you work with clients?
[00:23:09] Rachel Lee: Great question. I find that as of right now, I really like working with people in a more intimate setting. Mm-hmm. , I feel like you always get the best conversations, especially when it comes to something as like tight, uh, as intimate as personal branding.
[00:23:23] I find that the conversations in a group setting are just diluted where people don’t have the space to just really dig deep. So right now, I mostly just work one-on-one with my clients, and we always start with strategy. In the past I was just almost like a freelancer. I would just have a conversation with people about what do you need for your brand?
[00:23:41] And then we would, um, agree on something and then I get down and dirty and just create things for people. So it was a very done for you service. But now, I basically switch gears to having more intentional conversations with people and incorporating the mindset and strategy component, because it all starts there. When we jump straight into [00:24:00] execution without a strategy, oh God, that’s where all the mess happens. That’s where you have things happen. Like you have a this brand designed for you by a professional, like you work with a professional designer, but it was misaligned because you weren’t clear on yourself, what your brand was, so you weren’t able to give the right instructions for the person who’s executing.
[00:24:19] So whenever I work with people, the first thing we always start with is, let’s talk about the big picture of your brand. What do you want to communicate? What does that look like? What does that feel like? Uh, what do you need to get in front of the right people? Who are you serving? Like all of these questions we spend like a good amount of time, just getting clear on that. And then based on what the clarity is, then we can have a conversation about what pieces we need to get set up. So what social media platforms do you need to be on? What would your content strategy be based on that specific platform? Um, do you need a website or a landing page?
[00:24:53] Like there, there’s a lot of follow up technical questions that get answered when we just start with helping people get clear on what they want for [00:25:00] themselves. So I work one-on-one with people, lead my strategy, and then we do execution at the tail end of it.
[00:25:06] Yvonne Heimann: I’m, I’m sitting over here smirking because I’m, I’m like, oh yeah, this is why I get along with her.
[00:25:12] It’s listening to you why I connect so deeply with that is, because it’s exactly how I approach business efficiency and project management and literally setting up ClickUp. It’s funny, I’m like, you probably experienced similar thing where most of my clients come to me and they’re like, I need ClickUp.
[00:25:34] I’m like, no, you don’t. It’s, it’s, I love ClickUp. Don’t get me wrong. It will solve your, your problems, but what are your problems? What are you, what are you, what are you? Question today. Why do you wanna switch to ClickUp? Does your, does your Asana and your Slack work for you? No. Yeah, why doesn’t it?
[00:25:56] And it sounds like you are going through the same kind of [00:26:00] process where it’s like, okay, big picture, then drilling down. Where are the pain points? What are you struggling with? What are you, what are your goals? What do you want to accomplish? I always love, my favorite question to ask is the whole just imagine.
[00:26:14] I might not look like it, but just imagine I’m your fairy godmother. If I pull out my wand and I just swing my wand and I can make your dreams happen, what does that look like?
[00:26:25] Rachel Lee: Woohoo. Okay. All right. Talking to fairy godmother here, I would definitely say that, like I’ll just talk about the future vision that I have for my business because right now I like it small and intimate, and I really want to create a streamlined system where I wanna still work one-on-one with people, but I wanna make it more efficient so that it frees up my time to expand and create other things.
[00:26:49] Like I wanna eventually one day create a course. And I wanna create a group program where I’m able to reach more people. Right now, I’m limited in my capacity and I, I’m starting to really [00:27:00] feel it where I’m, I’m happy with the lifestyle I live, where I get to wake up whenever I want, for example. I don’t have to wake up at 6:00 AM to go to a job that I don’t like, and I’m happy with all of the lifestyle things.
[00:27:10] That being said, I feel like there’s things that could be optimized where I would love to have more free time for myself. I would love to reach more people, but that just takes a lot of systems and processes that I need to test and layer and refine in order to get there. So I’m slowly building up that foundation right now.
[00:27:28] But if you were just to wave your wand, I’d be like, yeah, probably ideally I would work four hours a day. I would have time to go pursue my hobbies. I would be able to expand my impact, and I wouldn’t be limited in how many people I reach. And I might be living on some beach with my laptop. Not right now, but ideally I would love that.
[00:27:48] Yvonne Heimann: And see my lovely audience? This is why I ask the magic wand question, and it works for every single business because you, with your brand, can ask the same [00:28:00] question. The focus would just be less process and and project management based. It would be more brand based. If I could wave the magic wand, how would you feel about your business?
[00:28:11] What kind of clients would come in the door? It opens it up and it takes it away from what our client tell things they know to just, just go dream. Now with, with your business right now, what are some of the tools and processes you use right now to not have to get up at six or freaking o’clock in the morning?
Tools and processes
[00:28:35] Rachel Lee: I feel like the funny thing is, is I use my brands to really shortcut a lot of the trust building process. Normally you would spend a lot of time messaging, maybe coffee meetings, like it takes a lot of time to build trust. Yeah. The, the brand that I’ve built right now and using certain things such as using my Stories on Instagram to communicate on mass to people instead of holding up a conversation with all 700 of [00:29:00] my current followers.
[00:29:01] That’s like an efficiency thing. But as far as like tools go, I, I am absolutely in love with Calendly where it just makes booking so much easier cuz I talk to a lot of people. Yeah. And scheduling and coordinating times, especially now with time zones is like a headache and a half.
[00:29:16] Yvonne Heimann: So I, it doesn’t, it does not matter how often I check on different time zones and make sure I have the right time.
[00:29:26] Rachel Lee: I’ll just go to my scheduler.
[00:29:30] Yvonne Heimann: Set your time zone, get it right and you just, oh, my calendar.
[00:29:35] Rachel Lee: Yeah. So Calendly is like a, like a huge godsend, especially the fact that if you have the paid version, you can have different events, you can have automations and reminders. So there’s a lot of room where you could really build out.
[00:29:47] Calendly is one. Another tool that I live and die by is this, uh, I don’t think it’s a very well known software, but it’s called Fantastical. It’s basically like a calendar management service where [00:30:00] you plug in literally every single one of your calendars and task managers and everything syncs up to this one view.
[00:30:05] So I have all, like three of my Google calendars, my iCloud calendar, I have my Todoist hooked up to this as well as my reminders from, uh, because I have, uh, I, I have a Mac, so I use the Reminders app. Mm-hmm. everything literally syncs up to this one view and I book all my appointments from there. Um, Calendly syncs up to that too, so everything is just really seamless and I can’t go a day without checking it.
[00:30:29] Like I use this every single moment of every single day cuz there’s, let’s face it, being an entrepreneur is a lot and there’s a lot of stuff on our schedule, so that is something I would totally recommend.
[00:30:40] Yvonne Heimann: It is funny. I’m laughing over here because my life happens in Google Calendar and I joke you not, if it’s not in the calendar, it’s not happening.
[00:30:50] It’s just not. I had a friend reach out, a friend of mine reach out yesterday that’s back in town and he’s like, hey, you wanna meet for lunch? I’m like, yeah, no. Lunch is not [00:31:00] happening. I have, usually I have lunch open, but this week just happens to be all lunch appointments and I’m like, dude, you a shit outta luck.
[00:31:10] Rachel Lee: You can be like book, book my calendar. Here’s a calendar, like schedule your yourself in for a lunch, like maybe three weeks from now when I have space.
[00:31:21] Yvonne Heimann: I literally have a couple hidden appointments because I also batch my days, meaning I try to have call days and I try to have work days kind of thing.
[00:31:31] I’m not going all crazy, but I do have certain days for certain things. So for my existing clients, I do actually have stuff that’s not readily available on my public calendar where they can schedule on all of those days. So yeah. Maybe I should just, hey, date with Yvi. Go schedule yourself on my calendar.
[00:31:56] I feel like
[00:31:57] Rachel Lee: as adults, this is how we conduct most of our [00:32:00] relationships.
[00:32:00] It’s like, just book yourself in. Like I don’t have, I can’t drop everything just to hang out with you tonight. Like life is really busy. So it’s just about staying organized so you could show up fully. That’s what I believe. I’m like, I calendar, I calendar religiously. That’s, that’s what I like to say too.
[00:32:15] I live and die by my calendar, but it’s because having this structure allows me to show up and be fully present for each engagement. Cuz I’m mentally and I’m mentally prepared. I’m an introvert, so I have to make sure I have enough recharge time before I have an engagement. So I make sure I’m just, you have a hundred percent Rachel rather than 30% zombie Rachel. Nobody wants or deserves that.
[00:32:37] Yvonne Heimann: Yeah. You mean like taking Saturday off and not leaving the couch all day because I was feeling all week. Mm-hmm. , .
[00:32:44] Rachel Lee: I feel you. I feel you on that one. I feel you on that one. Yeah.
[00:32:47] Yvonne Heimann: I had a couple of things planned, but somehow I never get my ass off the couch. Felt good though.
[00:32:52] Rachel Lee: It’s your best friend. It’s okay. It’s still therapeutic. Couch time is the best time. Couch time and snuggle time with the puppies. Yes. [00:33:00]
[00:33:01] Yvonne Heimann: Rachel? Where can people find you?
[00:33:04] Ah, I love
[00:33:05] Rachel Lee: this question. I am mostly on Instagram, but I am on Facebook and LinkedIn as well. My handle’s the same across all of these platforms.
[00:33:12] Yvonne Heimann: You are one of those lucky ones too that got the handle everywhere.
[00:33:16] Rachel Lee: I was. Honestly, my name is so common. First name is Rachel, last name is Lee. I had to add the, uh, initials of my middle name to get something that works, but you could all find me at Rachel t y Lee on Instagram, Facebook, or LinkedIn. That being said, if you want me to reply quickly, message me on Instagram.
[00:33:35] I’m not on the other platforms as much, but it’s just a personal preference. And I also have a podcast and a blog, which you could check out from my website as well, and I’ll make sure that you have the links to that if you need to share it with your audience.
[00:33:49] Yvonne Heimann: Talk about Rachel being efficient. Yes guys, you’re gonna find all of the links in the description no matter where you are listening or watching, simply just find the episode page and everything is gonna be hyperlinked there.[00:34:00]
[00:34:00] Rachel, thank you so much for joining me. I will be definitely making sure I am following you on Instagram. I should be, but you never know. I’ll see you over on Instagram and I’ll see and hear you guys all in the next episode. Mm-hmm. . Bye everybody. Take care.
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