Welcome to the Success with Soul Podcast! In this episode of the 'Success with Soul' podcast, host Kate Kordsmeier talks with guest Devin Lee about systems and automations in business. Devin, a systems strategist and certified online business manager, shares her expertise in helping entrepreneurs take their businesses to the next level by automating tasks. They touch on tools like Airtable, Zapier, and Dubsado and how using these tools can streamline operations, improve the client experience, and effectively manage time. Devin discusses her system to reduce her use of social media and her newly launched mini course 'Inbox Zero Hero' which aids individuals in maintaining an organized inbox. They also discuss the benefits and drawbacks of working independently and the evolving nature of online businesses.

What you’ll learn in this episode:

• How automations can create a more intimate client experience, contrary to popular belief.
• The strategic approach to setting up systems and automations, especially for businesses new to this world.

• Devin's favorite tools for automations, including Airtable, Zapier, and Dubsado, and how to integrate them effectively.

• Creative ways to add personal touches to automated processes, making your business stand out.

• Common mistakes in automation and how to avoid them.

• How to reduce dependence on social media by leveraging systems and automations.

Links + Resources Mentioned in this Episode:

• Connect with Devin on Instagram: https://www.instagram.com/devinleeobm/

• Connect with Devin on LinkedIn: https://www.linkedin.com/in/devinleeostertag/

• Get Devin's Elevated Client Journey Workbook

• Devin's Inbox Zero Hero course for efficient email management.

• ClickUp for project management, Airtable for database management, Zapier for integrating different software, and Dubsado for CRM.

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EPISODE CREDITS:Produced by Dave Visaya at https://podcastengineers.com/