January 6, 2022 in 

Organized and Energized! The Podcast: a lightbox reading Podcast, white headphones and the show logo on a desk

Episode 10

with Jenn Neal, marketer and founder of Formula Done · January 6, 2022 · 18 min

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TL;DR

Marketer Jenn Neal says leads are the main challenge her agency's clients face, and that running Facebook ads alone means Facebook takes a big cut of every lead.

Her approach combines paid traffic, organic social posts and blog content, which she says increases the effectiveness and lowers the cost of all three.

Jenn recommends a time audit: record everything you do in 5 to 15 minute blocks, then look at where your time goes and what you can delegate.

She chose her niche by ranking past clients on a spreadsheet by how much the team liked the work, profitability, lifetime value, type of project and the client's results.

The clients at the top had content in common, so she narrowed her business to effective content distribution.

Published · Updated

What is this episode about?

Jenn Neal has spent her whole career marketing small businesses: about 15 years in corporate straight out of high school, then 13 years running her own agency at the time of this conversation. Today she runs Formula Done. She tells Kathi Burns, CPO®, Business FLOW Strategist, why leads are the biggest challenge her clients face and how combining paid ads with organic social and blog content cut their ad costs. You'll also hear how a time audit shows you what to delegate, why Jenn found that shorter, focused workdays made her more productive, and how to choose a niche the way she finally did: by going back to the data on her past clients. Kathi adds why saying no to the wrong clients is a sign of professionalism.

Just because I can doesn't mean I should.Jenn Neal

Jump to links and resources · Part of How do I get more clients? · All episodes · Every guest

What are the key takeaways?

  • Jenn says most businesses get leads by running Facebook ads, and Facebook takes a big cut.
  • Combining paid traffic, organic social and a blog makes each one more effective and less costly, in Jenn's experience.
  • A time audit records everything you do in 5 to 15 minute increments, including eating, email and calls, so you can see where your time goes and what to delegate.
  • Jenn's team uses Time Doctor to track time; she has also tried a multi-sided tracking cube that logs whichever side is face up to a spreadsheet.
  • Jenn still works six to eight hours a day but schedules meditation, exercise, reading and journaling into that time.
  • It took Jenn about two and a half years to niche down, and she says it made both business and personal life easier.
  • She picked her niche by scoring past clients on enjoyment, profitability, lifetime value, type of project and results, then looking for what the top clients shared.
Kathi Burns, CPO®, Business FLOW Strategist and host of Organized and Energized! The Podcast

This episode is brought to you by the Business Logjam Session

A private 75-minute online session with Kathi Burns to find the one thing holding your business back and leave with your next steps. It is the same F.L.O.W. process Kathi uses with her own clients: Focus on your goals, Locate your logjams, Outline your solutions, Walk away knowing your next steps.

Find What's Holding Me BackInterested in sponsoring the show? Get in touch.

How do you get cheaper leads from content you already have?

Jenn Neal's answer is to stop relying on paid ads alone and combine them with organic social posts and blog content. She says the usual move is to launch a program and run Facebook ads, and Facebook takes a big cut. In her view, putting paid traffic, organic social and a blog together increases the effectiveness and decreases the cost of all of them. She says it took her about two years to perfect the model.

Listen from 0:50

What is a time audit?

A time audit means recording every single thing you do in 5 to 15 minute increments, then reviewing where the time went. Jenn logs everything, including eating, sending emails and calling family. Looking back shows her where she spends most of her time, what she can delegate and where she hits roadblocks, like drifting onto social media.

Listen from 4:01

What is the best app to track your time?

Jenn uses Time Doctor because her whole team uses it, but she says any tool works as long as you track your time and look at it. She has also tried a fidget-style cube with about 16 sides and custom stickers; whichever side is face up tracks your time in an app and sends it to a spreadsheet. Kathi uses a four-sided Pomodoro cube.

Listen from 5:19

Do shorter workdays make you more productive?

Jenn found that they do: shorter, focused workdays made her more productive in all parts of her life. She calls life balance the hardest lesson her business has taught her, and her therapist challenged her to work less. Kathi points to studies finding four-day workers get more done than five-day workers, and to Tim Ferriss's The 4-Hour Workweek.

Listen from 7:47 · Related reading: create more hours in your day

How do you make time to work on yourself?

Schedule it inside your workday. Jenn still works six to eight hours a day, but part of that time is blocked for meditation, exercise, reading and journaling. She says that in order to be a whole person she has to schedule these things in, and that it's hard to do but makes everything easier once you do it.

Listen from 8:18 · Related reading: take a break

Why should you niche down your business?

Because, in Jenn's experience, it makes business life and personal life much easier. She preached focus to clients for years, yet kept pivoting her own agency between automation, funnels and websites. It took her about two and a half years and a roller coaster of emotions about what she was leaving behind before she finally picked one thing. Kathi adds that most organizers start as generalists too.

Listen from 9:47

How to choose a niche for your business?

Jenn's way to choose a niche is to go back to your client data. She built a spreadsheet and scored past clients one to five on how much the team liked the work, profitability, lifetime value, type of project and the client's results. The top clients all came down to content, so she focused on effective content distribution.

Listen from 13:18 · Related reading: organizing your clients and customer contacts

Is it OK to say no to a client?

Yes. Kathi says saying no is a true sign of professionalism. Every entrepreneur reaches the point of deciding what not to do and who not to help, and sometimes that means firing clients who stress you out or whom you can't help. Jenn says that once you can see where a project is going, saying no gets to be fun.

Listen from 15:10

Where does each part of the conversation start?

What resources were mentioned?

  • Time Doctor (time tracking app)
  • Pomodoro cube and multi-sided time tracking cube
  • Infusionsoft
  • The 4-Hour Workweek by Tim Ferriss
  • Jenn's free masterclass on combining paid, organic social and blog content (offered at the time of recording)

How can I support the show?

What did they say, word for word?

The transcript below is edited for readability: filler words and false starts are removed and speaker names are added. Nothing was added or summarized.

Read the full transcript +

Kathi: Hi everyone, this is Kathi with Organized and Energized. I'm here with Jenn Neal. Jenn has been working in corporate America and running her own agency for the past decade. She knows what works and what doesn't in activating content, the key to online success. Today we're going to talk to Jenn about her recommendations for the best use of our existing content. Hi Jenn, thanks so much for joining me on the show.

Jenn: Awesome. Thanks for having me, Kathi.

Kathi: Yeah, absolutely. So you've been in corporate America. You were there for a decade. What did you do then?

Jenn: So all I have ever done in my entire professional career is marketing for small businesses. So I worked in corporate fresh out of high school for about 15 years, and then I've run my agency now for 13 years.

Kathi: So sweet. Okay. And what's the main challenge that you solve for your clients at your agency right now?

Jenn: Oh, the main challenge that we solve, honestly, is leads, because we all need traffic and leads, right? And the number one go-to that everybody does, that I know you're even doing yourself, is, "Hey, I have this program, and then I'm going to go run Facebook ads." And that's how you get leads. And I myself have done the same thing. And Facebook takes a big cut. And I think that that's the biggest pain, right? So I've figured out a way to cut your ad costs in half at least, if not more.

Kathi: I love that. We've got to hear about that for sure. So we're all entrepreneurs, and we've been entrepreneurs for a long time, both you and I. When you start feeling a little bit bluesy or a little bit overwhelmed, what do you do to regenerate and re-energize yourself and your business?

Jenn: That's a great question. So for me, it comes down to a couple of things. One, I make sure that I take care of myself. So to re-energize and reinvigorate, I literally calendar out time to spend time with family and friends, and to be creative, and to go connect with nature, and to meditate and exercise and all those things, because otherwise it's just all work and I totally burn out.

Kathi: Yeah. Work-life balance is so important. And when we're so enthused about our business, sometimes it's really hard. People around us can say, you're looking a little bit stressed out, and it's like, really? I'm all happy. But no, you've got to stop and regenerate yourself. In fact, I just did an hour meditation earlier this morning. I had a back-to-back-to-back-to-back schedule. I'm like, okay, let's zen out a little bit, right? You've got to take care of yourself. Go on.

Jenn: Oh, no. I was just going to say one other thing that I love, because I live in Idaho as well. So when the weather is permitting, if I get to a place where I'm just like, man, I need that meditation or that escape or whatever, I just go stand in the middle of the river for a good 15 minutes.

Kathi: And you live right by a river?

Jenn: Yeah. Well, pretty close. I have to drive, but that's a good invigorating thing for me.

Kathi: Yeah, no doubt. So it's usually pretty cold, isn't it?

Jenn: Well, we have all four seasons here, for sure. Right now it's winter, and it definitely feels like winter, but late spring through early fall, it's all river weather.

Kathi: Wow, that almost did not come out right. I love, love, love floating down a river in a canoe. It's one of my favorite things of all time, so I'm with you on that. My husband does the ice baths, so he goes and sits in rivers. Right now he'd go in your river in Idaho and sit in it for a little while, because he's a madman. But to each his own, right?

Jenn: Yes.

Kathi: Okay. So let's talk about hacks. What's your favorite hack for entrepreneurs who want to create more freedom within their business? What do you do, or what do you recommend that people do who need more free time and more ways to expand themselves?

Jenn: Such a great question. I'm not going to take credit for this. Plenty of other people do it. It sounds like more work, but doing a time audit, and literally recording every single thing that you're doing in five to 15 minute increments. And my favorite hack for that is I actually just use a time tracker, and I literally put in there eating, sending emails, calling family. And so whenever I'm working on these different things, I hit that time tracker, because what that allows me to do then is look and see where I'm spending more of my time, and what I can delegate, or what I know becomes a roadblock that I need to focus on, and say when I'm in that mode, okay, get off of social.

Kathi: Yeah. Oh, I love the time tracker. So is it a time tracker app that you use on your computer? Is that what it is?

Jenn: It is. I actually have Time Doctor, because my whole team uses that. But whatever it is, just track your time so you can look at stuff. I even played at one point with, somebody else did this as well, but there are these little, it's like a fidget cube.

Kathi: The Pomodoro cube.

Jenn: Yeah. And it's like, I don't know, 16 sides or something like that.

Kathi: Oh, okay.

Jenn: And they actually have custom stickers on there, and it tracks to an app. So literally you can put on there, oh, I'm eating. So you can customize each of your own things, and whichever side is face up tracks your time and just sends it right to a spreadsheet.

Kathi: Sweet. Oh my gosh, that's so sophisticated. Okay, I have to find that. I'll put the link down in the show notes for everybody, because I even want to check that out. As a time management coach, I help people all the time try to figure out what they do with their time. And if you don't know what you do, you don't know what you shouldn't do.

Jenn: True. It is so true.

Kathi: Okay, let's figure out. Oh, yeah, I probably shouldn't be doing that for that long, right? So I love that. That's a really, really good hack, Jenn. Thank you so much. And that's a wealth of information. In fact, I think I'll put both the links in there: the app that you use, as well as the little cube. I have a Pomodoro cube, but it's only four sides. But the time tracking thing is perfect. Okay, so you've had your business for 13 years. What's the one lesson that you'd say your business has taught you personally?

Jenn: Oh, this is so good.

Kathi: If you had to say one, right?

Jenn: Yeah. Well, I will actually say this one is life balance. And this has been a hard lesson to learn for me. And so it's so, so important. And I have a therapist as well, and she's always like, "I challenge you to work less," and I'm like, "I have to work all the time." Right? No. And what I found is actually four-hour workdays make you so much more productive in all aspects of life.

What I found is actually four-hour workdays make you so much more productive in all aspects of life.

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Kathi: Yeah. Would you say the four-hour workday, so that you could actually get off, spend time with your husband, have dinners and that type of thing, was that your ticket?

Jenn: Well, yes, but also in the fact of giving myself permission to work on myself, right? So I'm still working for six to eight hours a day, easy. But part of that work time is I build in, okay, this is when I'm going to meditate. This is when I'm going to exercise. This is when I'm going to read and journal. And so I'm doing work, but to me, in order to be a whole person, I have to schedule these things in, and then I'm done working at this point. It's so hard to do, but it all becomes so much easier once you do.

In order to be a whole person, I have to schedule these things in.

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Kathi: And the more in the zone we are, the more we get done anyhow. There have been all the studies with all these virtual people now working four days, and the four-day worker actually gets more done than the five-day worker, and I think it's the same thing. I remember Tim Ferriss when he came out with The 4-Hour Workweek. It was like, whoa, blow our minds, right? And it's not necessarily something that you can do easily, but I think it's a really good key. That's the path forward, right? And then to have two to three hours to work on yourself. Oh, yeah, I really like that. That's a golden piece of advice. Wow. Okay. So if I have missed asking you anything, what would be the one thing that I should have asked you that I did not ask you?

Jenn Neal
Jenn Neal, marketer and founder of Formula Done.

Jenn: I would say mistakes learned from, or lessons learned.

Kathi: Okay, let's hear them, girl. Let's have a couple.

Jenn: Oh, well, in fact, I'm working on a co-authored book, and so I was having to write my chapter, so this is definitely front of mind. But working with all these companies through the years, I always preach to them, you're doing too much. You have to niche down. What are you focused on? Who are you serving? Focus, focus, focus. When it came time for me to do that for myself, I'm like, oh yeah, I totally got this. But I didn't. And then I'm like, "Okay, no, this is my niche." But it wasn't a niche. And it literally took me a good two years, because I kept pivoting my business from doing all things automation, and building funnels and websites and all these things, to saying, now this is all I'm going to do. And I went through the roller coaster of emotions of, no, I'm niching down, what am I leaving behind? And once I finally just conceded and said, okay, I really do have to niche. Pick something.

Kathi: Yeah. Something. How about that one? No, that one. No, maybe that one.

Jenn: Everything became so much easier. And it took me two and a half years to finally learn this and really adopt it. So I would say really identify: are you really niched as much as you should be? It makes business life and personal life way easier.

Kathi: It does. It's so much less confusing, but it's very scary. I think when you first start a business, you want to be all things to all people, because you just want business, right? And then you've been in it a decade or so, and then you're like, oh, you never took the time to niche down. And then you have clients where you're like, I'm not sure if we're even a good fit. Niching down is a hugely, super important thing. I totally agree with that. And in my profession as a professional organizer, we all start as generalists, and then we figure out what we want to do, who we want to help, what we want to organize, and take it from there. And I think if you out there have not niched down, and you're kind of new in your business, definitely think about it. What I think, and you probably agree with this, is: what was that client you loved to work with? Who was that ideal client? And that's a niche, right? And what kind of project were you doing? Was it making you excited, or was it making you feel drained out? Well, then that's another niche, to do or not to do. So do you agree with all that as far as how to determine your niche?

Jenn: I totally do. I just love that you said that, because when I was starting, it was, okay, how do I figure out what I want to do? Because I'm a total super nerd, and so I can do all these things. Someone's like, "Oh, go figure out Infusionsoft." Cool, no problem. But just because I can doesn't mean I should. And that was a big, saying no, huge thing for me. And so the way that I actually personally said, okay, here's where my niche is going to be, is I had to go back to the data. And so I looked at all those clients. I literally created a spreadsheet, and I ranked all of our clients on how much did we like working with them as a team, on a scale of one to five. How profitable was it? What all did we rank on? How profitable was it, lifetime value of the customer, how much we liked working with them, type of project, and then level of success that customer had. And so I just looked at all of that, and looked at the numbers, and then we picked who are the people that we really liked to work with, and what are the commonalities that they had in between. And then that's where I narrowed it down, and really, I just landed. I'm like, it all comes down to content, effective content distribution. So that's how I landed here. But it all came from data.

Just because I can doesn't mean I should.

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Kathi: You are quite the nerd, aren't you? If you're going to have me do Infusionsoft, there's no possible way. Thank God for people like you. That sounds really good. But I think that's the takeaway for today, really: just because you can doesn't mean you should. That's such a huge thing to think about. Because a lot of us as entrepreneurs, that's what we do. We create, create. We can do a whole bunch of stuff. When we first start our business, we're doing everything anyhow, until we learn how to delegate or have the funds to delegate. But there has to come a point in our life, in our business, where we stop and figure out what we should not be doing and who we should not be helping, that that's not the ideal client. And it's something to fire clients, but we all need to fire clients from time to time, because they either stress us out, freak us out, or we can't help them anyhow. So that's a true sign of professionalism, saying no, really, I think.

Jenn: Yeah. And it gets to be a lot of fun, too, when you're like, yeah, I know where this is going. I'm saying no now.

Kathi: We are going down the trail that we do not want to go to. You're killing my zen, man. Hey, well, this has been really, really fun. Now, I know you have something to give the audience that's listening, and I'm so interested in what you do. So I cannot wait to discover more about you. But what are you going to give the listeners today?

Jenn: So I actually have a free link here to a paid masterclass that I used to do. And what it does is it literally walks you through the process of what we're doing, from the point where I said I had to figure out all that data, and then it shows you the journey that I took. It took me about two years to really perfect this model. And it's not rocket science, and it's nothing new, but literally, instead of just using paid traffic, or just trying to use organic social, or writing a blog, combining all of those things together increases the effectiveness and decreases the cost of all of them. And so I walk through this entire process of how all of this works. And there are video trainings and downloads too, so that you can actually walk through all the steps and figure out how it applies to your business.

Combining all of those things together increases the effectiveness and decreases the cost of all of them.

Kathi: That is a huge gift. Wow. Thank you. That's very, very generous, Jenn. I so appreciate it, and I'm sure everybody else will. Make sure to grab your download, gang, because that's very valuable. I'm going to check it out myself for sure. So hey, thank you so much. I have so appreciated this conversation, and I know that there are a lot of really good takeaways that our audience has taken away. So take it away, girls, and I will see you on the other side. Thanks a lot, Jenn.

Jenn: Awesome. Thanks, Kathi. Have fun, you guys.

Kathi: Okay. Bye-bye.

Inspired? Here Are Your Action Steps:

  • List where your leads come from today and how much of your budget goes to paid ads alone.
  • Plan how your paid ads, organic social posts and blog content can support each other.
  • Run a time audit for a week, logging everything you do in 5 to 15 minute blocks.
  • Review your time log and mark what you can delegate and where you get stuck.
  • Calendar time for family, friends, nature, meditation and exercise before your work fills the week.
  • Block time inside your workday to read, journal and work on yourself.
  • Build a spreadsheet of past clients and score each one on enjoyment, profit, lifetime value, type of project and results.
  • Look for what your top-scoring clients have in common and name that as your niche.
  • Decide which work and which clients you will say no to.

Download the checklist (PDF)

Frequently asked questions

How to reduce cost per lead in Meta ads?

+

Jenn Neal's view is not to rely on Facebook ads alone, since Facebook takes a big cut. She combines paid traffic with organic social posts and blog content, and says doing all three together increases the effectiveness and decreases the cost of each. This is her own approach, shared from her agency work, not a promised result.

What is a time audit?

+

It's a record of everything you do in 5 to 15 minute blocks, including eating, email and calls. Jenn uses a time tracking app called Time Doctor. Looking back at the log shows where your hours go, what you can delegate and where you get stuck.

Do shorter workdays really get more done?

+

Jenn found that shorter, focused workdays made her more productive in every part of her life. She still works six to eight hours, but she schedules meditation, exercise, reading and journaling into that time.

How do you choose a niche?

+

Jenn built a spreadsheet of past clients and scored each one on how much the team liked the work, how profitable it was, lifetime value, type of project and how well the client did. The clients at the top had content in common, so that became her focus.

Why is saying no a sign of professionalism?

+

Kathi says every entrepreneur reaches the point of deciding what not to do and who not to help. Clients who stress you out, or whom you can't really help, are better served by someone else.

Who is talking in this episode?

Kathi Burns, CPO®, Business FLOW Strategist and host of Organized and Energized! The Podcast

About the Host, Kathi Burns

Kathi Burns, CPO®, is a Business FLOW Strategist based in San Diego. For the last 20+ years, Kathi has helped clients create systems they can stick to. She is the author of How to Master Your Muck, Organizing With Tetris and Home Organization, The Smart Guide, and co-author of four more titles; all are in Kathi's shop. Kathi's business has been featured on Good Morning America, and her advice has been featured in Oprah Magazine, Martha Stewart Living, Better Homes and Gardens and Entrepreneur Magazine.

More about Kathi · Shop Kathi's books · Business Logjam Session · Apply to be a guest

Jenn Neal

About Jenn Neal

Jenn Neal has spent her whole career marketing small businesses. She went into corporate marketing straight out of high school and stayed about 15 years, then started her own agency, which she had run for 13 years at the time of this conversation. Today her company, Formula Done, describes itself as an operations-first AI automation firm for small and midsize businesses. Her site says she has worked with hundreds of businesses and entrepreneurs, especially in the Keap, ClickFunnels and GHL communities, and developed the Victory Circle framework. After years of doing everything from automation to funnels and websites, she narrowed her focus to effective content distribution, a choice she made by ranking her past clients on a spreadsheet.

More episodes with Jenn · Jenn’s website

Want help putting this into practice?

Kathi Burns, CPO®, Business FLOW Strategist and host of Organized and Energized! The Podcast

Book a Business Logjam Session with Kathi

A private 75-minute online session to find the one thing holding your business back and leave with your next steps, using the same F.L.O.W. process Kathi uses with her own clients: Focus on your goals, Locate your logjams, Outline your solutions, Walk away knowing your next steps.

Book a Business Logjam Session

Prefer to start small? Download Kathi's free eBook 6 Steps to Organize Your Home Office.

Published · Updated

This episode page is for general information. Guests speak for themselves, and their opinions, statistics and examples are their own. Nothing here is legal, financial, medical or mental-health advice; talk to a qualified professional about your own situation. Some links go to the guest's own products or free offers; addSpace does not earn a commission from them unless stated.

About the author 

Kathi Burns

Kathi’s expert advice has been featured in national media outlets including Oprah Magazine, Martha Stewart Living and Better Homes and Gardens, Entrepreneur Magazine, and more. As the author of 2 books, Kathi has also developed several online courses to help clients get better organized and energized in all areas of their home, life, and business.

Check out all of the systems you can use here

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