Summary of "Sep 17, 2025 DO IT WITH ME Session"

Summary of Key Wellness, Self-Care, and Productivity Strategies from the "Sep 17, 2025 DO IT WITH ME Session"

Managing Launch Stress & Growth Challenges

Acknowledge and manage pre-launch nerves: Recognize jitters especially around technology and complex admin tasks.
Embrace discomfort and fear as part of growth: Growth often pushes us out of comfort zones, especially when outsourcing or collaborating.
Manage expansion with grace: Trusting others and letting go of control can be difficult but necessary for scaling.
Balance personal life and business priorities: Prioritize family and self-care while pursuing business passions.
Accept that juggling multiple roles means sometimes dropping balls: Growth involves trial, error, and learning from mistakes without harsh self-judgment.
Set realistic business goals aligned with personal capacity: Slow, sustainable growth that respects your nervous system and personal boundaries is preferable to rapid scaling.

Building and Refining Your Business Offer & Audience

Know your business direction and what level of growth you want: Not everyone wants or needs to scale to huge operations with many staff.
Develop a signature offer and refine it through iteration: Test and adapt your offer based on customer response and market fit.
Focus on building and nurturing your audience/database: A larger, engaged list makes launches and sales easier.
Use collaboration and partnerships to expand reach: Leveraging other experts and influencers can accelerate growth.
Avoid comparison and imposter syndrome: Recognize your unique path and progress rather than comparing yourself to others.

Effective Use of Automation & Customer Journey Management

Set up automation workflows for lead capture and nurture:
- Use trigger words in social media comments to capture leads automatically.
- Connect Instagram business profiles properly to automation tools.
Implement opportunity pipelines to manage leads and clients:
- Move leads through stages (e.g., lead → nurture → community → booking → sale).
- Use tags and pipeline stages to track engagement and follow-up needs.
- Visual tools like Kanban boards help manage and move leads efficiently.
Measure and test every step of your funnel:
- Track how many leads engage, join groups, book calls, or buy.
- If a step isn’t converting, tweak messaging or process.
- Use A/B testing and a rule of thumb (e.g., 100 people exposed) before deciding if something works or needs change.
Use follow-up sequences to increase conversions:
- Automate reminders and check-ins post-purchase or post-opt-in.
- Have clear goals in your pipelines (e.g., booking a call) and remove leads once goals are met.
Keep automations simple but detailed:
- Use clear naming conventions and numbering for workflows.
- Assign leads to specific users if working in teams.
- Avoid overcomplicating pipelines; focus on key steps that matter.
Consistent review and update of automations:
- Regularly audit your automations and pipelines to ensure leads are moving properly.
- Automations don’t work automatically without proper setup and maintenance.

Practical Tech Tips for Automation

Connect social media business profiles correctly (Facebook + Instagram) to your automation platform.
Use trigger words in posts to initiate automated responses.
Schedule posts before linking automations to ensure triggers appear.
Use internal notifications for sales and lead activity to stay informed.
Use trigger links in messages to track engagement and progression.
Use automation pauses or waits to prevent sequences from expiring prematurely.
Assign yourself or team members as lead owners in your CRM for accountability.

Wellness & Community Building Insights

Building a community with a clear mission (e.g., trauma support, family wellness) can create meaningful impact.
Supporting neurodiverse families and addressing real-life challenges adds depth and authenticity to business.
Sharing personal health journeys (e.g., perimenopause awareness) helps normalize conversations and build trust.
Collaboration within communities (experts, ambassadors) strengthens support networks.
Recognize the importance of balancing business growth with personal well-being and family needs.

Presenters / Sources

Mari Thompson – Host, business coach, wellness and automation expert
Joe – Participant, business coach, technical automation contributor
Kathy – New community builder focused on trauma support and family wellness
Karen Thorley – Participant, involved in wellness and community building
Laura (Lan/Chapel) – Mentioned as collaborator with large social media following
Other participants referenced: Sonia (automation and design specialist), Miami (Mari’s daughter), Scott (mentioned)

This session focused on balancing the complexities of launching and growing a business with wellness and self-care, while diving deep into practical automation and lead management strategies to improve productivity and sales outcomes.