Samantha is an attorney with a law firm that specializes in helping disadvantaged entrepreneurs with trademarking and copyright protection.
She hired a virtual assistant company that suddenly went out of business, leaving her overwhelmed and stuck.
The coaching session focuses on unraveling the situation, creating clarity, and finding time and space to address the challenges.
Samantha is living in Brazil and was in Big Sur, California for a work retreat.
Samantha founded Inline Legal, a virtual law firm dedicated to supporting first generation creatives and entrepreneurs in growing their businesses, initially offering retainer packages.
The firm faced challenges in selling retainer packages while Samantha was still learning marketing, leading to a transition in focus towards helping people register their intellectual property and building a template store for newer entrepreneurs.
The virtual agency providing team support shut down, leaving Samantha overwhelmed with tasks and frustrated about finding new help. As a result, she plans to take a step back to focus on existing clients and reset in the new year, but is unsure of the exact approach at this point.
Kristin Morrison emphasizes the importance of taking a deep breath and visualizing the future to clear the slate and focus on business goals.
Samantha expresses the desire to replicate the positive experience of networking with female business owners at a conference in Puerto Rico.
Samantha shares the personal goal of cleaning out her late mother's house and hopes for her brother's support during this process.
Samantha expresses the feeling of heaviness in her business and the desire to focus on higher-level tasks and meaningful conversations.
Kristin encourages Samantha to prioritize finding a new virtual assistant (VA) and emphasizes the importance of identifying communication preferences and relationship-building skills in potential candidates.
Samantha highlights the significance of having VAs with strong relationship-building skills and the need to evaluate the tasks that are worth delegating.
Kristin advises Samantha to assess the tasks that generated results and those that are burdensome for her, emphasizing the importance of freeing up her time and energy.
Samantha is struggling with the decision of whether to hire individuals directly or continue using agencies due to the fear of dependency and control.
Kristin suggests automating tasks to reduce the mental load and create a more manageable to-do list.
Kristin advises Samantha to use her problem-solving ability to explore automation options before considering AI capabilities.
The conversation ends with a lighthearted discussion about the importance of prompts in decision-making.
There is a huge need for it, a huge need for it. It is such an important piece of business that a lot of business owners aren't conscious of.
Education being the front part of that.
Providing the tools.
  • Automating tasks can improve efficiency and productivity.
  • Increased automation can further enhance operational processes.
  • Loss of automation assistance can lead to frustration and challenges.
  • Implementing automation provides a layer of security for business owners.
  • Automation is crucial for supporting the needs of business owners.
You need total and utter clarity about what you need and want.
You created a new item for your Asana equivalent, labeled 'Morrison'.
The heaviness of a task or project is considered a key factor in its profitability.
Even if something is profitable, its heaviness can make it not worth pursuing.
The heaviness of a task or project will be a crucial consideration in the SOP analysis.
Thank you, Samantha, for being a part of this coaching session, for applying to be a coach, and for reaching out.
To apply to be coached, you can visit the show notes page at KristenMorrison.com/podcast42.
Information about the goal-setting workshop happening in January 2024 can also be found there.