I share with you the hottest marketing strategies every month, but today I wanted to share some of the tools and resources I find timeless. These are the programs and systems my team and I use on a daily basis, and I don’t see them going away anytime soon.
Asana is an incredible platform I use to manage my business. My team and I use Asana as a project management system. It allows me to keep track of all the employees, contractors and projects. I can add deadlines, tag team members, keep projects, and much more.
One of my favorite uses of Asana is our “Daily Check-in”. Everyday the KRose team logs in and writes what three things they are working on that day. At the end of the day, we have a “Ta-done list”. We go in and type everything we finished for the company. I can check in, answer any questions, and see the business moving forward. I know exactly how many emails were sent, phone calls made and what other projects were accomplished. It gives us all a sense of accomplishment because we finished all those tasks on the Ta-done list.
The best part about Asana is the ability to organize different projects. When we have a project for our customers, you can assign recurring events, such as posting on Instagram, which we do every single day. Asana gives us a main platform where we can all come together, see what’s due that day, see what everyone’s working on and keep tabs on all the projects.
Through Asana, you can set up notifications for email and/or on the phone app for when someone tags you or you have a task due. This is great when a team member tags me or asks my expertise. I’m allowed to go in and answer them without a bunch of back-and-forth emails. Asana is incredible that way.
It comes in a desktop version and an app version. You can have different teams, you can have different projects. We love Asana for helping move our business forward.
I get asked all the time, “What do you use for your Live videos on Facebook?” It’s a great question. We all know video is extremely important, both on Facebook, Instagram, and your website. If you’re not doing Facebook Live, you’re missing out. People watch millions of hours of video there. I have a video all about common mistakes I see on Facebook.
So let’s talk about the program I use for Facebook Live. It’s important to use a program for a couple different reasons. This program allows me to schedule my Facebook Lives. I can tell my tribe I’m going to be Live tomorrow at 11 a.m. and they can get a reminder when I hop on. This is priceless.
Ecamm Live allows us to automatically download our Facebook Live videos so we can repurpose them. Every Facebook Live we do turns into one or two instagram captions, 15 quotes, a blog, and an email that’s filled with value. You need to make sure you’re downloading your Facebook Lives so that you can repurpose the content.
It gives you the opportunity to share your screen. While you’re on Facebook Live, if you want to teach something and need to hop over to your website, check your pixels, or whatever you need, it allows you to flip the screen over. You can share your background or share a powerpoint when teaching on Facebook Live. Ecamm Live does have a small cost. It’s an incredibly powerful tool.
On our Live videos we put the KRose logo in the corner so people know who I am and what I’m talking about without having to look far. I highly recommend utilizing this program so you can create Facebook Lives that impacts your viewers now, plus you can save content for later.
As a small business owner, the bidding process can be really challenging. Before we invested in 17 Hats, we were struggling to follow up with customers and keep track of who received a bid. It’s really important to find a tool that helps organize the process. Here’s where 17 Hats comes in.
When we found this program it was a game changer for us. We can enter someone in as a contact, say what they’re interested in, and tag an employee who needs to follow up with them. We have email templates that are pre-written to talk to the customer.
For example, in our logo bidding process, the email we send when we bid a logo is already pre-written. We go in and customize it to the person with a bid and it can be sent within about two minutes. No longer do I need to come up with a custom email. It includes all the wonderful things I want our audience to see and I can send it right away.
It comes in a checklist, so if they receive the bid email, and they haven’t replied in advance, we have a follow up email we can go in and send 4 days later. If they book the project, it tells us to send an invoice, and gets them in touch with their designer. We send the first round of drafts and it’s all laid out for you in 17 Hats. It helps us stay organized and is well worth the investment.
Speaking of organization, download our free Monthly Success Guide to set goals, manage your budget, and stay on track to growing your business.
I talk more in depth about each of these tools over on our new YouTube page. Remember to like and subscribe as we build our channel!
It is important to understand how other people think, what motivates them, and what causes them fear. I discovered the Enneagram this past year and knew right away that I needed to implement it with my team. The Enneagram is essentially a science of personalities. It’s been studied for many years and is an incredibly powerful tool for understanding ourselves and others.
My team and I had a retreat this past summer and I had everyone on the team take the test prior to coming. One night we discussed everyone’s personality types and it was truly enlightening. Previous communication errors made a lot more sense. I communicate in a certain way based on my personality, but certain personalities respond differently. I’ve learned to adjust my approach based on the team member I am talking to.
Here are a few KRose team members and our personality types:
Me (Karoline Rose)
I’m an Enneagram 8, The Challenger, and my personality is fairly unique. The descriptions states: I am powerful, dominating, self confident, willful, and confrontational. Eights can come across as harsh or rude, and let me tell you, I’m no exception. I have heard this a lot from people when they first meet me. Even when I was young, I’m told I came across as very bold and rude, even though I didn’t mean to (most of the time).
I have let my team know if I come across as decisive and wilful, saying what is on my mind, I’m not doing it to be rude. This is just how I function and I don’t even think about it. At their best, 8s are merciful, mastering themselves through self-surrender. They’re courageous and willing to put themselves in serious jeopardy to achieve their vision. When healthy, 8s can have lasting influence and may achieve true heroism and heroic greatness. The harder side of being an 8 is learning to yield to others and remembering the world is not against you.
Our digital marketing strategist is an Enneagram 6, The Loyalist, which rings true of her character. Loyalists are the committed, security-oriented type: engaging, responsible, anxious, and suspicious. Six’s are known as excellent troubleshooters. They can foresee problems and foster cooperation, but they can also be defensive, evasive, and anxious. Sixes might struggle with self-doubt. At their best, loyalists are internally stable and self-reliant, courageously championing themselves and others.
Sounds like a pretty great personality to be on a team, right? She keeps a lot of ships afloat, and it’s comforting to know her loyalty is so strong. Her basic fear is to be abandoned and left without support, so I try to remember this and check in with her so she knows I’ve got her back like she has mine.
Our Pinterest expert is Enneagram Type One, The Reformer, which is one of the rarer personalities. Her type is known as the rational, idealistic type, principled, purposeful, self-controlled, and perfectionistic. Ones are ethical and conscientious, with a strong sense of what is right and wrong. They are advocates for change, always trying to improve things, but afraid of making a mistake. Ones are well-organized, orderly, and try to maintain high standards. But they can slip into becoming perfectionistic and critical. They can be resentful and impatient. At their best, ones are wise, discerning, realistic, and noble. They desire to have integrity and balance and fear being corrupt/evil or defective.
Lexi’s role significantly grew after learning more about her strengths. She is incredibly organized and we have had her help with our productivity systems. She’s a great resource for opinions and objective feedback. When we see her kids crawling on her in our Zoom meetings, everyone knows Lexi has her head in the game and is as focused as ever. We can trust her because she has such a strong sense of ethical responsibility.
I also want to tell you about the 9 energies. The Enneagram alone is slightly flawed, I think, because people might not answer the questions 100 percent honestly. They might answer in the way they wish they were, instead of who they are today. With the 9 energies, you learn about how your body language expresses your personality. Each energy type has a certain look. Eights have similar structures and faces; their eyes are set the same way and they’ll sit close to you. You can learn how to better react to pressure. Some people hold power in their shoulders, hips, or in the ground.
One of our customer’s, Susan Fisher, is the co-founder of 9 Energies. I’ve been typed and I’m definitely an 8. But when I first took the Enneagram, I got a 3, known as The Achiever. I think it’s because I didn’t want to fully admit my faults. Now that I know much more about 8s and the look of 8s, I feel it is very similar to who I am.
The 9 Energies examines:
a specific facial expression
a quality to how the eyes are used and what they look like
an energetic signature that occurs when the Natural Energy is active
specific muscular and skeletal body development
Looking at both the positive and negative sides to your personality can be tough, but incredibly helpful. We can only become better by recognizing our flaws. Check out 4 Tips for Staying Emotionally Healthy.
I’m so curious to know your personality type. Comment below with your results and how you feel about them. When you know more about the people around you, there will be fewer arguments and confusion.
I’m a big believer in the big three. I do three goals every day, but I also have three goals every month, every quarter, and every 6 months. I encourage my team to do the same. Recently we came up with company goals for one month, three months, and six months.
Setting goals is important whether you are a small business owner or not. In order to achieve results of any sort, you have to map them out and give them a time frame. My team has encouraged me to share my personal and professional goals with our audience so you can have an idea of where to get started on your own lists.
My personal goals
Become debt free
I have a handful of student loan debt, some credit card debt from when I first started my business, a little bit of medical debt, vehicle loans, and a cattle loan. I’m a believer in the Dave Ramsey principle and I know as a business owner if I can take care of my personal finances, I will have more freedom in the business. The first step is to save $1,000 and I have that done.
The next step would be to pay my debts from smallest to largest. I paid off ten debts over the summer and two in the month of September. I’ll be paying off about $20,000 of debt before December. Although the Dave Ramsey program only recommends having $1,000 in savings, I think it would be good to have $5,000. I think this would give the business room to grow and give me freedom to sit back and let things come as they are.
Decrease my body fat percentage
My entire life I have struggled with my weight. I don’t think there is a ‘right’ size. I have always been very athletically built and have had a very strong body. When I first became sick, my medications caused me to rapidly gain weight right after high school.
When I went into college I was probably at my highest weight and in my sophomore year I lost about 50 pounds. I kept the weight off all through college. After college, my meds got switched up a little bit more to see if I had lupus and that caused me to gain more weight, which I wasn’t happy with.
Now, I’m working to decrease my body fat percentage by about 10 percent. I’m going to go until I’m in the range of a healthy body fat percentage. I expect to hit this goal in about February 2019, so I’m taking it one step at a time. I know how I eat will look different when I’m traveling. I’m expecting that and know to adjust based on the environment on the road.
I was hoping to get that done this year. I don’t think it’s going to happen so I’m hoping I can start training early next spring and run a half marathon early summer of next year.
Why do I think it’s important to run a half marathon? I think it’s really important to set up a hard goal. The most I’ve ever run is 12 miles and half marathons are 12.1 miles. I love the idea of pushing myself and setting a goal outside my comfort zone. I’m competitive so I like the idea of racing. I like goals that take some work. It’s not something I can go out tomorrow and easily accomplish or accomplish well. It’s something that by losing some body fat percentage, I will open some doors to train better. I work with a great trainer Sarah Keller who will be able to help me accomplish that goal. Hopefully by the time I am 27, I will have run a half marathon.
My business goals
Write a book
The idea for this sparked only a few months ago and has grown into an amazing and exciting project I’m really proud of. I came up with some areas of focus and have been recording sections for the past couple months. Once everything is written, my team and I will continue editing and tweaking the format until we are very happy with the results. By December 31 of this year, my goal is to have the first draft of the book completed. I’m excited to say we are making real headway on this goal and I can’t wait for you to have the chance to read it!
Start a Podcast
This is another crazy idea I had a few months ago when I polled the KRose Marketing Group to see what type of media they most prefer. Overwhelming the response was podcasts. Obviously we are going to continue with the blog and other projects, but we have been brainstorming and preparing to present a fun, educational podcast where listeners can learn from our experience and our mistakes.
So many of you are hustlers and on the go 24/7. You might not always have that extra 15 minutes to read through a blog. But you can download a podcast and listen to it on your way to your next appointment, while you get ready in the morning, or while you’re cooking dinner. The great thing about podcasts is the ability to consume them while completing another task. I don’t always recommend multi-tasking, but it seems to work well when listening to a podcast and completing undistracting tasks.
A group coaching concept & grow the Acceleration Nation
We really want to build a group coaching environment — both in person where business members come together, but also in the KRose Acceleration Nation. We want to focus on meeting members where they are at, giving them the tools to grow their business, and serving them in a group capacity. It’s so important for people to get together to increase their skills and knowledge.
It greatly helps when small business owners can build off each other, lift each other up and hold each other accountable. In the next year we hope to have more group coaching, both locally in the Bozeman and Helena area, but also online.
Now we are really accountable to these goals! (Not that we weren’t already). You can watch us on Instagram and Facebook as we move toward these. We encourage you to join in and see what we are doing. What are your three personal and professional goals?
Self care is a very trendy phrase amongst entrepreneurs. We hear a lot about physical care. Sleep well, drink enough water, eat a healthy diet. Of course our physical health is very important, but we often neglect our mental and emotional care. For a business owner it’s crucial to stay emotionally healthy. As many of you know, I live with an autoimmune disease, which makes it even more important for me to stay on top of both physical and emotional aspects.
When I first started in business, I though self care was just physical. I’d take a hot bath with Epsom salt and call it good.
ONE: Practice Healthy Inner dialogue
When you’re having a down day and not feeling like yourself, it’s time to start an internal discussion. Ask yourself what is really going on. How do you talk to yourself?
There are some affirmations I say to myself on the way to work or to shipping cattle, or throughout the day. I say them so I can believe them. I encourage other people to say them, too. The other day I was at a birthday party and one of the little kids was frustrated because he wasn’t able to do something he wanted. He repeated some of these personal affirmations after me.
Some of the affirmations I tell myself are:
I can do hard things.
I’m going to have a great day.
I’m going to make healthy choices.
I am the expert in this area.
I’m going to be safe today.
I know what I’m talking about.
I handle myself well under pressure.
I’m going to make new friends.
I can do anything I set my mind to do.
You’re in the right spot.
You’re doing the right thing.
Your business is growing and thriving.
Whatever the situation may be, I just repeat these to myself wherever I’m going. I’ll end up having a really positive outlook when I arrive at my destination because I’m having a good conversation before I get there. If we negatively talk to ourselves, it’s a snowball effect. If we say, no one is going to like me at this conference, we might not sit by anybody or introduce ourselves. We feel bad because we’re not making any friends, and then we get even more self conscious about talking to new people. But if you speak positively to yourself, it blossoms and creates more positivity.
As a business owner and personally, I have a lot running around in my brain. I can get frustrated with one thing and the line crosses between business and personal. Suddenly I don’t know what’s pestering inside me and I react sharply. If I’m not writing down my thoughts and detailing what thorn is poking in my side, I won’t know where it’s coming from. I won’t know how to take care of it. If I can sit down and put pen to paper I can figure out where the thorn is coming from — is it personal or business? When I’m journaling, I know nobody is going to read it. I can be completely honest to hash everything out.
Money management is a big stressor for most of us. Let’s say a check doesn’t come in from someone we sent an invoice to and we were expecting it that day. Maybe we were going to pay a bill or pay off some debt. I immediately know my emotional state changes. I’ll get short, snappy, and stressed. I get very tired and start barking at people who have nothing to do with the money stress.
I’ve been able to pinpoint this trigger from journaling and finding the tie between my mental & emotional reaction to money issues. I can now recognize when these emotions are surfacing before I start getting short with family, friends, and team members. I can step back and ask myself what money stress is going on.
THREE: See a counselor
We don’t talk about counselors or therapists enough. Personally, I see a Christian counselor and she is great. I am able to talk about things I don’t talk about to anyone else. Sitting down and communicating with her is so helpful for me. I think there is some negative stigma about seeing a therapist and I don’t know why.
I’ve seen a specialist who is trained in handling mental and emotional thoughts and feelings to teach me how I can navigate through them. I know that I need someone to sort through those feelings. I need someone to reassure me that what I’m feeling is normal. Moral of the story: If you haven’t seen a counselor yet, I highly recommend it. I see one often. It can be hard to find one you really jive with. But once you find one you like, try to see them on a regular basis.
FOUR: Have someone in your life who will call you out
I have three people in my life who will always tell me if I am acting ridiculous, who give me permission to cry, freak out, or tell me to get over it and move on. You need people in your life who give you the emotional and mental permission to either just break down and get through it and move on. Find accountability partners.
When we’re in business for ourselves and spend a lot of time alone, it is easy for us to get caught up in our own heads. I feel the need for constant reassurance. I’ll ask the KRose team, do you guys agree with this? If this was your own business, is this how you would run it? That’s exactly the mentality I want them to have.
Having mental & emotional perfection is not going to happen. You just need to know when to control your emotions and when you can have the freak out session.
I use the Stress Away from Young Living, it’s actually in my car, as I’m writing this blog I have it in my hand. For the days when I’m feeling slightly anxious or stressed, I put this on my wrists or the back of my neck. It has helped a ton. I also pray, a lot. I always remember God’s will might not be mine. Maybe he is working on my cards in a certain way because he’s teaching me something or there’s a situation down the road I need to be stronger for.
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