EP258: 4 Essential Systems All Freelancers Should Have in Place With Patti Meyer

Welcome to The Savvy Scribe podcast! Today, we’re diving into essential systems for your business with our guest, Patti Meyer, CEO and Founder of BizMagic Virtual Business Management Solutions. Patti is here to demystify the process of integrating systems and technology, offering practical advice to alleviate the stress of tech setup.

Our discussion will empower you to select and embrace the right systems that will not only support but also enhance your business growth. This is a crucial conversation for creative freelancers who may not feel tech-savvy or are hesitant about the technological aspects of their operations. Get ready to turn that tech trepidation into excitement!

4 Essential Systems All Freelancers Should Have in Place

Key points in this episode:

• Patti shared the 4 essential systems freelancers can use to support and grow their business:

1. a. Foundational Systems
2. b. Financial Management
3. c. Productivity and Time Management
4. d. Scaling and Growth

• She also discussed the importance of cold pitching on LinkedIn
• Using free vs paid tools; is it worth paying for your tools?
• Why automating your workflow can help save your time

About Patti Meyer

Patti Meyer is the CEO and Founder of BizMagic Virtual Business Management Solutions, where she and her team support female and gender-expansive entrepreneurs doing good in the world who feel overwhelmed by the back-end tech of their business and need help making it all hum specifically for THEIR needs. BizMagic creates, implements, and teaches the tweaks that help its clients make a bigger impact with less stress.

Patti has been in business management and working with entrepreneurs for over 20 years and her favorite things to do in her business are strategizing with clients, building websites, and setting up the tech in businesses. When she’s not working, she loves to make things with her hands, be in nature, or snuggle with her kitties.

Resources mentioned in the episode:

• Patti’s Essential Systems Guide is the perfect companion for new and growing freelances to set their business up for success: https://www.bizmagic.co/essential-systems-guide
• Honeybook – a tool I use to book my clients, manage projects, and get paid for my services.
• Airtable – a collaborative and spreadsheet-like tool to organize your list and it also allows you to filter views, automate your entries, and optimize your workflows and processes.
• Mailerlite – an email marketing platform
• Notion – a CRM and project management platform. It allows you to add images, videos, and texts and embed things and create databases

Follow Patti on socials!

• Instagram: @bizmagicco
• Facebook: www.facebook.com/bizmagicco
• Website: www.bizmagic.co