Tackling your 2021 goals with
Goodshuffle Pro

Event professionals are the forward-thinking, ambitious types. #Eventprofs are eagerly preparing for the new year with these common goals in sight: Getting more leads, closing more business, maximizing your existing inventory, staying organized, and stressing less. Does it sound like a huge mountain to climb? Not with the right tools! Join us to learn how we can easily arm you with the tools for growth you need to tackle 2021.

Webinar Transcription

Karen Gordon:  Hey, Mallory. How are you?

Mallory Mullen:  I'm doing great, Karen. How are you today?

Karen:  I'm good, thank you. Looks like we got some people joining here.

Mallory:  Looks like a really great group. I'm seeing some familiar faces, some new faces, and so excited to have you all participate today.

Karen:  We did have one person leave which we won't take it personally, one minute in. Just one more minute. We want to start on time here, but we want to get people little extra two minute buffer just in case they're running behind.


Karen:  You can see my screen already, right Mallory?

Mallory:  I can. If folks will chat us in, makes sure they're giving us the thumbs up that you can hear us OK, see everything OK.


Karen:  Can do a little high five, hand raise.

Mallory:  High five, hand raise. I'm looking, I didn't realize in the webinars, you don't have the emoji reactions, which is one of my new favorite Zoom features. Throw up a little heart, a little thumbs up.

Karen:  Here we go. Steven says we've got a thumbs up. Thank you. All right, cool. Well, I'm going to go ahead and get us started. Mallory, you can confirm you see my slides changing here?

Mallory:  Yes.

Karen:  Awesome. Hello again, everyone. Thank you so much for joining us for our webinar on how to tackle 2021 goals with Goodshuffle Pro. My name is Karen Gordon, I'm the VP of growth, here at Goodshuffle. I have my colleague, Mallory Mullen joining me today. The fun fact for those who don't know, we both have backgrounds in the events industry.

You combine that with the fact that we get the distinct pleasure of talking to event professional every single day. We are well aware of the joys and the challenges. Obviously, today's focus, which is the goal. The goals for what folks are telling us they want to do in 2021.

Mallory:  We're going to touch on five main themes here. We're really focusing mostly today on how to support your goals. Today is less about a deep dive into features with Goodshuffle Pro. We'll of course, talk through the value that Goodshuffle Pro brings to the table in accomplishing these goals here.

I want to point out to you that these examples are really timely. Karen and I have both spent a lot of time talking with users and prospects this year. Being in the event industry, we understand we're all navigating some unknowns still. It seems that most people are really eager to jump into '21, figure out the tools that they need to succeed, and be prepared for what's to come.

Whether that's responding to the clients' shifting needs and demands, the ability to cater to the 24/7 shopper now ‑‑ which Karen's going to take a deeper dive into ‑‑ and taking a moment to prep and scale your business. There are few windows of opportunities that exist like this.

I am a passionate organizer. For those of you who don't think that I've taken some extra available Saturdays to get my closets organized, get things off my own honey‑do list. Now is the time to take advantage of those opportunities. I don't want to come to the close of our current situation and say, "Oh gosh, I should have taken the opportunity to do this or that." We want to help you get those items checked off your to‑do list.

Ultimately, we know there are things that are out of our control. What we want to focus on today is the tools that do exist to help you manage that event life chaos. Karen's going to start off with diving into our first step in the process, how to generate work leads.

Karen:  An obvious goal for everyone is, of course, getting more leads. If you want to scale, you have to continuously be opening up that top of funnel. To do this, we really believe that your website should be your primary focus. More and more business is being done online. That was already true for many years passed. Particularly now as people are getting more and more used to everything that we do online, that is only becoming more of a focus.

There's a lot to tackle in improving a website. That's its own series of webinars. In fact, we have done several series of webinars on this. We will make sure when we email people at the end of this webinar, links to some of those webinars we've done, some blog posts, lots of other resources. We can't dive into everything you can do today.

I do want to start with just why this is so important. I like to think of it as your 24/7 shop. This might be a little bit narrow in terms of our focus today. If everyone's seen this specific episode of "Sex In The City," [laughs] the episode, she keeps trying to go to the dry cleaners to get her dress. It sort of just this running joke that the dry cleaners is always closed.

Which I think is relatable, regardless if you're a Carrie Bradshaw fan like myself. I do find that the dry cleaners is the one where I find myself leaving the office, and it was never open.

One of the great things about a website is it really does allow you to shop at any time. You need to think about when you're doing browsing. Can anyone raise their hands here if they never watch their phone while watching TV, if they're ever browsing and scrolling while they have another screen open?

OK, a couple of hands. What about people who do the late night insomnia move? "Well, now I'm going to do my Christmas shopping because I can't sleep, so I might as well," or things like that. Anyone, raise their hands?

Mallory:  This Black Friday sales. I mean, I was like... [laughs]

Karen:  I finally got a Secret Santa gift just the other night, as you can see. That's what people are doing. Yet, there's sometimes a little bit of this denial. That's really where you're going to get your leads and face from that. You're going to have this 24/7 shop, and I hope most people at least have a website.

You need to be thinking about, "Well, if I had a shop, who would I want in the shop? Probably a salesperson." If you have a salesperson, they need to be telling what your unique value proposition is.

If you're not familiar with what a unique value proposition is, something I talked about a lot, we can again send them additional materials on this. You really need to be showcasing what you do not as well, but uniquely well. Whether that is your customer service, if that's why people are booking you because you have the top of the line customer service, whether it's because you provide the full scale experience for events from top to bottom, or the planning or the florals.

For many of you, it's probably your inventory. That's a big part of what you're showcasing. Yet there are people who don't have their newest coolest inventory on their site. Of course, our website wishlist is one of the things that helps with them. Because the minute you get a sparkling new piece of inventory, you add it in your system, and it's instantly showing online.

One of the hot tips I'm also going to give in terms of showcasing your inventory is that you can see that I removed the background here from the shoes here to showcase this inventory. I did that with truly a matter of a couple clicks in Canva.

For people not familiar, Canva offers a free service. To have that, you have to have a Canva Pro, but I'm pretty sure that it's...I don't want say an exact amount, but it's pretty low cost. It's a few bucks a month.

They actually, for those who use that, [inaudible 07:52] plugin, which I was discovered, I think they're doing 40 percent off right now. No affiliation to Canva, but little shout‑out. [laughs] I see that as you do not need Photoshop. It is really easy to do.

As you're getting your website in shape, and you're making sure you're showing off your UVP, you also need to remember that people who are shopping do not have your amazing creative vision. I think that anyone who's in the events of industry, whether you're the highly creative type, or you're a little bit more on the logistics side, anyone who has been working, even if you're working like, "Hey, I do more of the gear and I drop it off."

You would have seen enough events that you are understandably more creative than most people shopping. You need to remember that. You need to be doing some storytelling. You need to feed people a vision. "Meeting the witnesses," as I called it here.

One of the things that you can do is build things like collections. You can see I took a screenshot of one of our clients, Your Butler's Pantry. They did a beautiful job on the website, I love showing it off. They actually did tabletop settings.

They have all of the individual components that you would need to build that specific setting. That's the kind of thing you need to do. You can always say what customize for you. This doesn't remove customizing for client, but these types of visualizations are what your client needs to see because they don't have your creative vision, even for things like event types.

To say these are popular things for a corporate event, or these are popular things for quinceanera. If you're going and shopping and it's your first time doing so for one of these events, you might just not know. This is how trends start on Pinterest, by the way. People are very easily led. They're coming in, you're seeing it and you're selling it to them. They're going to want it.

Make sure you do that storytelling. Another way to do it is via your actual events you've done. Don't just throw up one or two pictures of a great job you've done. Highlight the inventory that was there so that people understand, like, "Oh yeah, that cool blue lighting came from uplights." They're not going to know that.

Of course, once they get so excited to reach out to you, you need to make it easy for them to do so. The standard practice is no more than three input forms or input fields on your form. If you have a Contact Us where you ‑‑ where you ask, "How many people are coming to the event?" ‑‑ every single detail of the event, you are actually turning people off.

Believe me, we have this temptation as well. We want to know when someone is signing up for a demo of our software, "Hey, which part of the industry are you in?" Mallory can then customize what she shows them. Of course, they want to know that. We want to know how big their staff is. We want to know if we should be showcasing our QuickBooks online integration or just not talk about that.

If we asked all those things, no one would sign up for a demo. It was just proven time and time again that you need to make it really easy. You don't want it to feel like a test. I'm sure some people look at this photo and immediately feel a sense of anxiety looking at this level of this pantron.

Mallory:  Karen, I have to tell you ‑‑ if you don't mind me jumping in ‑‑ I was talking to somebody this week. They were walking me through their website form. They had five pages worth of questions that they were asking their customers. [laughs]

It was great questions, like being able to customize and tweak, and, "When do we need to drop off?" "Is there a buffer time to flip the room?" All these things. I asked, "Is this actually keeping you from having to follow up with the client? Do clients fill this out right 100 percent of the time? Are you able to just [whistle] turn something around and go?"

He thought for a minute, and he was like, "Well, no." I was like, "OK. My next question is, how many folks do you think this is turning off by having so many questions?" I think that that is something to think about with these web forms. How can you make it fast and easy?

This is opening the door. It's not meant to completely automate and take every single question out of your follow up with the client.

Karen:  This whole part is about getting more leads. It's not about removing any kind of contact. The whole point is to try and open up the top of the funnel so that you can get more business. You don't want to be turning people off in [laughs] [inaudible 12:13] you are supposed to be bringing in all of these new folks.

That's great. With that, I would be curious to hear how he ends up adjusting, hopefully [inaudible 12:26] .


Mallory:  Yeah. He's going to install our website wishlist integration. He's going to be in good shape by next week.

Karen:  Good. I'll leave us a scary thought on the getting release on your website. 75 percent of people will judge your credibility on your website design. I wanted to share that step because credibility is so important. We know that there's a big difference, especially with the people who have event industry experience. People who have a business that knows what they're doing.

That credibility is mostly being judged. It's not necessarily on things like your certificate of insurance and all the other things you could have and need to have. Honestly, people are making a snap judgment from your website.

I put in our little link here. I'll, of course, email it, as well, about our website wishlist and how it can help with a lot of the getting more leave and creating [inaudible 13:14] . I'll turn it over to Mallory now to talk about goal number two.

Mallory:  With all of these new leads, that's just the first step. We've got to convert those leads into cash. I'm going to talk through three themes here. Going to be fast and furious to close these themes. Going to make it easy, breezy, and beautiful. Then, of course, "It Wasn't Me," which I'll explain here in here in a minute.

The first is fast and furious. Following up with your clients is important. Getting to them quickly, while they've got your attention, is also super important. Within Goodshuffle Pro, we've got a nice one‑two punch here. The flow of submitting a website wishlist can happen at any time.

Mentally, your clients are going to be able to check that off their to‑do list. Which is great. We're taking them immediately to the next step, which is alerting you right away. We've got some options here. Karen is much more of a "My email is my to‑do list." I'm am much more of like, "Give me a good old dashboard and tell me what information is there."

Whether you want to see those email notifications come in or you're a dashboard person like me, you'll be able to see those wishlist submissions in real‑time so that you can get back to the client very quickly. We've got options for everyone. Depending on your preference, nothing here is going to fall through the cracks.

Be able to nurture your leads. We've got tools within Goodshuffle Pro to help you follow up with clients as they need to. Not all of your VIP corporate clients want to hear from you every single week when their event is six months away, but your high‑touch brides may need a little bit more love to take the next step.

You'll see a screenshot down below in the bottom left‑hand corner of a dashboard that you can set up that is showing me, "Hey, who do I need to follow up with first? Is that sorting it by the last message sent, or do I want to sort it by the quote totals? Do I want to prioritize my bigger contracts?" It's easy to sort and filter as you need it.

Of course, this is all great. The next step in the process is getting that quote out to the client. We want to make it easy, breezy, beautiful. The flow with our client experience is bar none. I mean, 50 percent of the contracts sent through Goodshuffle are signed and deposit‑payed within five minutes of being sent. That's important to set up a good customer experience.

Imagine if I were your client and I were going to your website now, but to Karen's point, I'm a midnight browser. I'm going in at night when you're closed. It's after hours, so I can't ask you questions right away. I can't call you on the phone. When and if I remember to call you tomorrow morning, it takes you a couple of days to get me a quote back.

Then I got the quote. You've got to send me a separate payment link. Oh my gosh. This process that in Goodshuffle Pro takes all of five minutes has suddenly taken us a couple of days. We want to create this seamless experience for your clients.

Imagine your take‑out experiences, as well. I'm sure everyone has some mom‑and‑pop restaurants that they're supporting right now, that they love and want to support. In a pinch, when I am needing something ‑‑ I forgot to make dinner for the family ‑‑ I'm leaning on my DoorDashes, my Uber Eats.

I know with a click of a few buttons, I can get that food to me. That's the same kind of philosophy about this client experience, as well.

The next phase is the follow up, the closing. There are certain moments that you're going to want to distance yourself, "It Wasn't Me." We want you to leave the opportunity to be the good guy. Be the one that can be the client's cheerleader. Do the fun and creative stuff.

That's why we've built this all‑in‑one system, so that your client can go through the entire flow of being able to review, sign, and pay. Of course, we'll send out automated payment reminders. One of the things that I hear always as I'm talking with either our users or prospects, it's, "Ooh, I love working with our clients, but I don't want to chase them down for money."

With our automated payment reminders, seeing a dramatic reduction in accounts receivable, because you're relying on the technology to poke the client and nudge them along. The contract changelog is fantastic for those moments where the client changes their mind.

I'll tell a story of one of our customers who was delivering 500 chairs for this gala back in January. The planner comes up to him and is like, "Oh, my gosh, Corey, I needed 750 chairs. What are you doing?" He had that moment of panic. Was able to go back into the contract changelog and see, OK, when did we update this count?

Then immediately after the client approving that change, it wasn't this he said she said. Corey ran back to the warehouse, got the additional chairs, saved the day, of course. It didn't become the awkward like, "Who's paying for this mistake" question?

Then, of course, the communication tracking. The back and forth with the client. I very openly joke all the time that when I was on the planning side of things, I was terrible at organizing my inbox. I was sometimes working with the same client on several different projects at once.

Being able to have that in a system like Goodshuffle Pro would be so helpful because Goodshuffle will automatically tag the appropriate conversation into the project in Goodshuffle Pro. That way, all my communication with a client is sorted in one place.

If I know I need to talk to Olivia about this particular event happening in March, I can hop into that event there, and all my back‑and‑forth will be there with her. There's no need to argue about who said what last. Whether that's on the client side or on the team side.

You will notice in that screenshot that we have on the slide there. There's also a team chat. Whether that's notifying your team of, "Hey, it's going to rain tomorrow, don't forget a rain jacket," or, "Hey, I updated this on the pull sheet, but I wanted to bring to your attention that we've added 250 chairs."

There's always that nice log that's updated instantaneously. Benefit to digital over paper, there is nothing is ever outdated.

Karen:  Before I move to the next slide, I want to do a little check to see if everyone is awake. Can anyone spot the mistake on the slide? Anyone? Anyone noticed something funny about the slide? You can chat us in. You can call us out.

The screenshots of the contract change [laughs] or the communication tracking was the billing reminders. You don't have a screenshot of our billing reminder. It's the stock image. It blended in so well. I must have forgotten to drop that in there. You notice something there live all the time.

Speaking of our chat and our Q&A, if you have any questions along the way, if you are a current user and you aren't sure how something we're showing is done, feel free to chat us and we'll follow up with you after. If you are somebody who's not using Goodshuffle Pro and you have any questions about what we're talking about, again, feel free to send us the Q&A.

We'll go through all those questions at the end. We're going on to our third goal for the new year, maximizing your inventory. I got to tell you, the other day on Sunday, was talking to someone who is telling me that they booked a corporate gig where the corporation is paying for all of the stuff that they're doing for this rental.

They're excited because, as I said, this corporation is paying for all this inventory and now they can only profit off of it as they continue to rent it out, which is great. It's a wonderful situation at the end, but it's only going to work if you continue to rent those things out.

If you continue to market them and you continue to get a success in renting them out. The scary truth is that unused inventory costs you money. It is not just sitting there. It is actually taking money from you. Way to think about it is if you were a landlord, you wouldn't let a tenant just squat without paying rent. [laughs]

You would of course charge them for rent. Are you charging rent from your inventory that is sitting in your warehouse? Something tell me your warehouse is not free. One of the other ways that it's costing you is that you're forgetting to sell it, so out of sight, out of mind.

If you forget that you have something, you're probably more likely selling and pitching the same inventory over and over again. What does that cause? That means that you get double bookings because I keep suggesting the same sofa seats to people over and over.

In which case you either have a disappointed client or you end up sub renting something out. As we all know, sub rentals have slimmer margins.

Mallory:  Not only that, Karen. Think about if you're continuing to use the same items over and over again, you're going to have to replace those items sooner. Utilize that inventory that may be tucked back into the warehouse. I know everyone is trying to keep an eye on those expenses. The last thing we want right now is to be hit with this huge replacement costs.

Karen:  A 100 percent. If you keep bringing the same thing out over and over, it's also going to be a little bit tired in terms of how it looks. You want to be spreading out the love. You want to make sure that everything in your inventory that you've already paid for is continuing to pay for itself and continuing to be used.

How are some of the ways that you can make sure you're doing that? A couple of things you can do with Goodshuffle Pro is one, you can use tags for things. Some folks might be familiar with times as one of the things we use for displaying things on your wishlist.

Then it can also be a great way for you to remember what you have. For example, let's say I got an ice cream sundae cut out, a very specific thing for an ice cream sundae shop opening. If I could just when I add that to my inventory, quickly take two minutes to think.

What are situations I might use the thing? I tagged, I don't know some 1950s theme or a school play or school dance or greased lightning, [laughs] anything like that. Then next time I have a theme, or I have somebody who comes in, is doing a bar mitzvah and she wants it to feel like an old school diner.

By typing in some of those words, it's going to come back up, rather than it just being buried away and you forget that you even found. Similarly, you can use filters. I've noted that some of our clients don't even realize that you don't just have to start searching.

Of course, I think it's one of the fastest things that people are just doing that. When you go to add a product or something. Let's pretend I'm doing some package. I know I want to have some blue sofa. We all get into the habit of saying, ''Oh right, the Valmont sofa'' over and over again.

As we just said, that's going to hurt that inventory. It's going to increase the chances that you're double booking because you're saying the same one. If you sort by an attribute such as blue sofa, you can actually see all of them and you might be reminded of something you forgotten, or something that's more of a pattern blue.

You know that this client won't mind but it's other colors as well. Then we can talk about alternates, Mallory's faith, which is, you can easily put in Goodshuffle Pro, an alternate for something. In the little hover over next to that item, it'll show you that there's an alternate. Then you'll see the little display here.

In this case, it's telling me, ''Hey, do you want to swap that out for this other pillow'' and even knows you want to do two of them with the other pillow. Knows how much it is. It'll show red if it's unavailable. It's a great opportunity to swap it.

Of course if there's a conflict, but there's not if you're just finding yourself gravitating towards something, and you stop and think, is there another one because I know this one's popular.

I know this is a salt for anyone, this is not a VIP clients, [laughs] my less popular pillow. Alternate is a great way to do that. That you can really again spread out love make sure that all of these inventory items are getting used and that wear and tear is being distributed.

Mallory:  I love that, alternates are my favorite feature this year I think, second only to smiling. Smiling is my favorite. Let me help fans out there.


Mallory:  Of course, staying organized. As a former event manager, you can guess that I am pretty captain organized. With the exception of my inbox, which we've already established.

I wanted to touch on a few things that I love about Goodshuffle that are going to help you stay organized, things that you should consider as you are using this time to create scalable solutions moving forward. You've got all your information centralized, and in one place.

The first thing is files per project. Two things to touch on here is one, really easy to drag and drop, to store photos of, a bride's inspiration. Maybe how you Jerry rigged a set piece in a particular hotel.

What's awesome is, when you're doing an event at that same venue Goodshuffle is actually going to suggest that as a file, so you know right away, ''Oh yeah, that's how we solved that problem six months ago.'' Definitely centralizing all of that information is awesome and also files per inventory.

There are things that you undoubtedly lose track of, because maybe you hang on to everything. When it comes time to find a warranty slip or a receipt, you can get your hands on it. Or you're like me and you don't hang on to anything, assuming you'll always have access to it. Or I probably won't need this.

Under the files on inventory where this happy medium occurs. I can store everything from like copies of receipts and warranties on particular inventory items, setup instructions, think of something as simple as like a donut wall, which I as an event person I get and know how that should be set up.

My crew that showing up they may not know or be familiar with how that works. I could definitely store that diagram on the inventory item. Then my team always has access to those particular documents and pieces of information.

Karen:  Yeah. Mallory, with that example, one thing that stands out is that that's a great example too of something. We talked to smaller business owners and say, "Why would I do that? I do everything. It's always me, and my spouse, or my sister‑in‑law." The small businesses say that.

Then a lot of businesses have told us, "Oh my gosh, we grew so quickly. It was just one season where we started getting so many inquiries, we didn't even know what to do with ourselves," which, of course, is a great problem to have.

Then you can end up in a pickle if you don't have things like those instructions, because you have a busy weekend. Again, good problem to have. You hire some college kid in your town who happens to be around, who is savvy but does not know how to set up a donut wall. Then they set it up wrong, and you have an unhappy client on your hands. You get into that reputation issue.

Instructions are a great one to just say it might not feel like you need it now, but you never know.

Mallory:  Yeah. When you're getting that inventory item in and putting it into Goodshuffle, that's just a quick drag and drop in the moment that you're doing it.

I read an article this week on how to maximize the minutes in your day. Basically, the rule of thumb is if it takes you 30 seconds, if it takes you a minute to do now, do it now because it is going to take you two or three times as long down the road.

If you're doing that as you are entering your inventory or setting aside 20 or 30 minutes right now to add in some of that information, that's not something you're interrupting yourself with in the middle of a busy weekend.

When you're trying to get 14 orders out the door, and you've got a to‑do list a mile long, and some guy is asking you how to set up a donut wall or how do I need to put the stakes in the ground for my tents, you are able to just say, "Hey, that document exists. Just click into the inventory item. If you can't figure it out let us talk, but everything you need is there."

Karen:  These are also some of my favorite chores because you can do them in front of the television. You can have some like whatever the newest Netflix thing is streaming as you're digging up old files and dragging and dropping them into your inventory for next year.

It's a great way to be like, "Man, look at me getting in ahead for next year," but also, what's new with Carrie and Big?" Clearly, I'm rewatching "Sex and the City."

Mallory:  [laughs]

Karen:  I've been given money.

Mallory:  The other thing I wanted to touch on is customizable columns. Customizable columns is Goodshuffle Pro's answer to custom reports. It's easy to create drag‑and‑drop reports on the fly. I'm actually going to share my screen, Karen, if you don't mind and walk through a couple of examples here.

Karen:  Sure.

Mallory:  I've set up my project page. For those of you who haven't seen the inside of Goodshuffle, this is where all of your events will live. You can see that we're color‑coding everything by which stage your events are in. We're very clearly articulating that sales cycle so it's super obvious for you to access information.

Something I might want to take a look at is my new events. What came in over the weekend? I can easily go in here and sort by the date that it was created and boom, boom, boom, hit those as soon as I'm coming into the office and following up with folks.

My other option is going into my quotes. Who has an event on the horizon that hasn't gotten their quote with me? I might sort and filter this by saying, "Let's take a look at the next 30 days and perhaps sort this by my event start date."

I instantaneously see, "When is the last time that I sent the client a follow‑up message? When did the client open that message?" In fact, I did not know that Goodshuffle Pro was tracking my emails when I was on the receiving ends of quotes and contracts. It's not meant to be like a sneaky got you moment.

It's meant to help give some insight to know, "I sent an email to Mallory yesterday confirming some changes. Has she read it? Is she going in and getting the information that I need on the quote side? Am I giving that VIP bride with the big contract, the hand holding that she needs?"

Then another thing might be scoping it to my signed contracts and double‑checking the next two weeks coming up who still owes me money? Are there any conflicts that I still need alerts or still need to resolve? I can see those here on my alerts tab, my billing status.

Again, all of these columns I can sort and filter. I'm bringing the information I need most and snapping that up to the top of the list so that if this girl who owes me $14, I can call up Olivia, and I know that that's a priority call versus whoops, Goodshuffle Pro has taken care of all these other payments with the automatic payment reminders.

Same thing with alerts, if I want to snap these up to the top of my list here, my red bells are going to show me, "Hey, they're still conflicts that exist here, might need to come up with a plan for those." My yellow bells are showing me these are already conflicts that I have resolved. Any others that are a favorite of yours, Karen, that I did not touch base on there?

Karen:  No. Part of what I love though is just how easy it is to change these columns. A lot of people get stuck on the columns that they always have. Then they have this long list of columns, which is fine, but I always try to remind people you can also remove them and add them in a blink.

It makes it a lot easier rather than having a long list you scroll both ways. I personally would prefer to say, "All right, I'm working on sales tasks right now. Let me pull those up. Now let me remove them. I'm going to double‑check any of the execution stuff for the weekend under fulfillment. You can see we have so many options.

Mallory:  Yeah, exactly, able to easily just go in and add additional information here as I need to and drag and order that to where I want to fill. The other thing I'll point out, Karen, that some folks do not realize either is that each person on your team can have different information.

I, as a salesperson, am going to have a lot more client‑facing things. When am I following up with them? Do they owe us money? Whereas any of my dispatchers or warehouse crew leads, they can fill this with things like, "What is on the order? When does our truck need to leave?" All of that information so that they can then sort and filter the information that's most important to them as well.

Karen:  You can also export these into a CSV. I talked to one of our clients when I was out for free trial traveling and got to go and visit the warehouse. They were teasing their owners. I'm sorry to the owners. [laughs] They were teasing the boss. He likes to print certain things out with a certain type of graphics that he has been doing for 30 years.

They will export this and then just build that little graph in Excel because he likes to see it that way. That is an option too. [laughs] I can't think of a whole lot of situations where you need to do that.

It is an option because some people do prefer seeing this in a very specific way or liking that kind of being able to be malleable like, "Oh, I want to change it like this, or I want to show it to my boss like this."

Mallory:  I see that Renee has chatted in a user in our software and reported back the same thing. Love how flexible it is, and love to see that. Feel free to drop in any tips and tricks on that front as well. I know everyone is always curious, "Well how does somebody do that?" Feel free to drop that information in.

Any other hand raises from our users who are in the audience of using customizable columns and these different client views, making life a little easier, a little better. See some hands going up there so that's really great to hear.

Karen:  Also [inaudible 35:51] surprised here. People are surprised that even the visual columns are actually sort of wow, so it's not just the numeric columns. If you click on the poll sheet, it'll show from the order the ones that are the most done.

You can click on your things that are coming‑up this weekend and say, "All right, how far are we? What are the ones we still haven't even done the clock work on, or the load work," or however you have that setup. I think that a lot of people don't realize that.

Mallory:  Yeah. When I look at our project page, Karen, even during my demo, I just get such a feeling of zen when I see this. The aha moment when I'm on a demo with someone and they're like, "Ah man, all of this information is in one place. I'm not having to go to 15 different report tabs and click into all of this different places is awesome".

Those micro moments too really build up and there's extra steps in your day chip away that frustration. The goal here, of course is your wrapping up is to stress less. Creating these moments of zen is just really important.

Karen:  Absolutely. It's a great segue into our goal of stressing less, which I do realize is a tall order these days, obviously. I'm sure a lot of us has felt a lot of different types of stresses. You know what? We can all use a little sanity right now.

I'm going to kick that off with this notion of a myth. There is a myth that is baked into our everyday language that I'm going to expose. It's called the paper trail. We talk about a paper trail, particularly my father who is a lawyer. I had that growing up. That's the thing, he always want paper trail.

It's an outdated term. The notion that paper is going to help you stay organized is dated and it's problematic. These are silly looking examples because they are stock images, but they highlight some of the problems. You can put a coffee down on a piece of paper and it's ruined.

You can have wind blow away a post‑it note. You can crumble a paper in a minute. Of course, the most important part is the minute you change your mind or the minute a client changes their mind or something changes, that piece of paper is now spreading false information.

I'm sure people have an experience of a pull sheet in the warehouse that didn't get updated because it was a piece of paper and they changed something digitally. It's not like Harry Potter magic paper that [inaudible 38:17] changes.

It doesn't change. It's a piece of paper. What I'm saying is the biggest thing that a business can do to stress less is moving as much as humanly possible to digital. I know it sounds like a bias because I work for a technology company, but let's talk about the things that this does for you and your business. One is, it ends finger pointing.

We did a in‑person user training back in February, and one of our users came up to me, and I just loved his story. He said, "Oh, well, I just don't even have arguments anymore with anyone on my team." If anyone on my staff says anything of like, "Well, this happened or this happened," all I say is, "Was it in Goodshuffle?" OK, and I will go in.

Unfortunately, even let someone go because they were putting things in Goodshuffle. He said, this is just become our WhatsApp, our moving with less stress, because it's just clear. If somebody marked it as done, then it's done. If somebody marked it as changed, then it's changed.

If you didn't, then you're getting in trouble because that's the main thing you have to do as an employee to prove your ground. He's talked about babysitting last week. I'm sure anyone who's a manager, and a boss out there can have those moments. I can relate. I also love that.

To Mallory's point, the last people you want to get an argument with outside of your stuff is your clients. Not a great look to be arguing with someone who you're trying to pitch on their big day, or whatever it may be.

It's a lot easier to tell a client that, you did receive this quote, and it was read at this time, or the activity logs are down to the second the last time they signed off on the change.

The example she gave of someone she knows who was delivering chairs, the fact that he could just calmly say to a client, "Hey, you can see here that you signed off on Sunday, the 28th at 2:05 and 29 seconds PM." [laughs] He quickly said, "What can we do to help?"

Then they looked at him and he was the hero, but there was no chance that of her saying, well, they messed it up. Then speaking of those changes, you will hate them less when making a change no longer means running frantically to the warehouse and burning all old paper sheets.

It's no longer this headache, did I copy and paste it into my accounting software? We have a QuickBooks integration. Did I tell my employees? When your employee can clearly see the exact same information and the exact same project. It's all there. It's all in one place. There's no question about it.

One of the things I like to think of it as is, what's something that would make you stress less in your personal life? What's something that would make you stress less in business?

If I were to tell you, you could hire a personal secretary, would you think that that would help with stress less? Raise your hand and back me up here, I think most people would say yes. I will note that it would be very illegal to hire a personal secretary for only $79 a month, but that is what Goodshuffle Pro start out, and you are getting that.

You are getting a person who is making sure you don't forget to follow up with your prospect, making sure that your client is aware of all of their changes, making sure that your team is aware that there's a sub rental on an order.

All the things that I think keep us up at night, although when I mentioned insomnia before I didn't get a lot of hand raises and now, I'm feeling a little alone in this struggle. [laughs] I tell you, my team hears all the time of things that wake me up in the middle of the night for Goodshuffle.

I'm sure most business owners feel the same way that like, "Oh my gosh, did I remember to do this?" "Oh my gosh, did I remember to follow up with her?" That's removed. When you really want, you can even in the moment reach over your bedside stance. I know we're all still using cell phones on our bed fanning and that's bad for us.

You go like, man, you can open it and say like, "Oh yeah, I did reach out to her," or "No, I didn't get a chance for tomorrow and then I forget." That's all taken care of, and that relieves that stress. It relieves that constant worry.

What is always the question on these webinars. You get ideas of things to do, but there's also stress in your personal life that there's not enough hours in the day. I'm going to just give some suggestions of actionable steps. If you are not currently a Goodshuffle Pro user, we would love to, of course, set up a demo and see if we'd be a great fit for your business.

If you are, did you know we offer free account audit? Meaning, we will sit and look at your account with you and tell you, "Hey, it doesn't look like you've set things up," like, attributes and they can help you in this way, or are you aware of a feature that we launched earlier this year, you might not know about.

We can offer that completely free so making sure that you're maximizing what's awkward that you already have. Taking that inventory. This is that chore that is totally core to your business, your inventory is very essential no matter which part of the industry you're in.

It's the core part of it. It cannot be the last thing on your mind so let's all avoid squatters in our warehouse. We are showcasing things in packages. Again, those photo edit things...Now those tools are really simple.

I don't know anything about Photoshop, I promise. That is a very elementary level tool that I used to do that. It pains me put a website third because, as you can probably tell I'm very passionate about websites.

Getting your core business software and the inventory first, but then there's website. I do feel reading so many resources now we actually have a new website resource hub so I'll be sending that out as well, that has tips, webinars and really easy stuff. You can throw on one of our old webinars while you're eating the lunch.

Make sure that you're trying to make incremental changes. You don't have to change everything overnight. You don't have to have the world's best website to make changes that will 100 percent immediately see the ROI because of those leads that come in.

Then, if you don't want to do stuff yourself on the website, even though I think we make it all pretty user friendly, just so you know, whether you're a Goodshuffle Pro user or not, we do have a preferred partners gauge. Those are all folks, who know how to handle our integration if that's what you're doing.

Even if you're not, that's like going over, let them know that we sent you. One of the reasons you pick them is they're all talented, but they're also all very reasonably priced.

They have some variation in the pricing, but I've heard from so many of our users that our first patient in getting someone to do their website is some of them have been burned before with someone who online says, "Oh, I'm great web developer."

They took like one class in school or something and they didn't know what they were doing, or they're great but they charge absolute absurd amounts. When they told me how much they paid for a website and they see me God. There's this moment of, "Oh my gosh, how did I not know?"

There's just such a range. It's always good to get a recommendation. We have six now partners will be vetted and we'll be happy to recommend. Then process, I cannot stand when I talk to folks and they say something like, "Oh my team will never do that." If you create processes that are simple...We're not talking about doing ridiculous, 45‑step things to start your day when they come into the office, but if you create some simple processes and you hire good people, which, if the problem is the people, then that's the problem.

You really can make it the norm. Just because something hasn't been that way historically...This is about goal setting. That's what the whole webinar is about, is to be setting goals for 2021. For us all to say, "Well, people have never done it this way," it's not the way to scale.

We have to break ourselves of the bad habits, break our employees of those bad habits and say, "Look, if you get on site and you rigged this a different way, in a wild way, so that you could work at this venue, you have to take a picture on your cell phone and drop it into the project and tag the venue."

That's really easy to do. It's not asking too much. It takes two seconds and it will save you the next time you go there. I think you'll be very pleasantly surprised when you lay out some basic processes and cheerlead your team to do them. It doesn't take that long for people to adopt the new way and let go some of the bad habits that may have [inaudible 46:47] before.

Am I right? My queen of organization, Mallory, is enthusiastically smiling.

Mallory:  Oh my gosh. Processes make my heart sing. Sometimes [laughs] Karen's like, "Are you sure we need a process for it?" It's like, "Yes, that's how we're going to grow the company is laying that really good foundation." If you haven't started with Goodshuffle and you want to talk through processes...even if you don't, I'll still talk to you.

We'll definitely touch base on our demo. I'd love it to have this conversation with anyone looking to make that switch. You can email me, [email protected], or if you go to our website, and fill out our demo request form there as well.

Karen:  Great. Are there any other questions? Folks who wanted to ask a question about their goal that we didn't cover, any difficult queries or those who wanted to sneak in a random question, go for it. You've got us here for another couple minutes. Otherwise, we will be sending out the recording. We will also send out some of the links.

I know some folks have asked for the links to some of the other resources I mentioned in terms of ways to better your website. Obviously, that's tons of topics to cover there, so we'll send those out as well. Also, we are going to be looking to do some webinars in the New Year.

Some people who are really excited to buckle down. I know some people are doing it now wanting to get ahead of the New Year. I know some folks have said that they're a little bit busier over the holiday season, but they're ready to roar at it January 2nd.

We are putting together some stuff we're going to go over in Q1 and if you have any thoughts or things you'd love to learn more about, feel free to let me know, just [email protected]

Mallory:  Before we close out, I'm going to take a page out of our teammate, Collin's playbook, and ask the audience, what is your biggest takeaway today? What is the thing that jumped out to you whether you're an existing user, whether you're a new user, that helps us get some really good feedback as well?

We'd love to hear from you what has resonated with you and if you're walking away with one thing that you're doing later today, other than signing up for a demo. If you're not a new user, or signing up to meet with Karen, what is something that you plan to implement headed into 2021? Drop those into the chat or email us directly if you want to. We'd love to hear that.

Karen:  We're getting some good compliments. Thanks guys. People are saying that this offer is great and your systems are everything. Thank you. Thank you. Thank you.

A takeaway website wishlist. Yep, instant gratification. People want that instant gratification. It doesn't mean that they're going to be done when they're done shopping. The person who said that, Joe, is intense and so I'm sure he has the moments or he wants to explain why [inaudible 49:44] won't work on concrete.

You'll have those moments still, but at least make them feel like they've gone ahead and put their order and they get that instant response and you can always come back on the other end of them.

Mallory:  Renee was talking about working on a DIY and getting the website wishlist up and running. I can't hit home the flexibility of that wishlist about whether you want to cater to a DIY bride who's going to pick and choose particular items or showcase the similar items in package format, so flexible.

Anyone that wants to see a few clients' sites or talk about ways to customize that, definitely reach out to Karen, because we've got some good examples to show on that front as well.

Karen:  Another thing is ‑‑ I talked with someone the other day ‑‑ first of all, you can absolutely do it yourself. We've got partners because a lot of folks feel like, "I'd really like some help getting things done," but you can do it yourself.

The other thing is you can tackle...just like how you can tackle Goodshuffle Pro in that approach of, "Really easy to do the basics. OK, now I want to learn more about the features I might not know and kind of grow." Same thing with a wishlist.

We have folks who turned it on and immediately their inventory is live, and then they leave it as a full catalog. Then a couple of months later they'll come back and say, "OK, I kind of want to have a holiday themed page, as the one I was talking to the other day. Can you remind me where I go to figure out how to just put one page that's got the holiday stuff?" Yeah, absolutely.

I said, "You know, and then you can start adding in next year the things you want to feature, micro weddings or holidays or anything like that. You don't have to do everything on day one. [laughs] You can set it live and then later over time, we could adjust it. Build it, make it better."

Mallory:  We even have ‑‑ Karen, I don't know if you've seen this on one of the websites ‑‑ a couple clients who will preemptively put items that they're thinking about purchasing on the wishlist. You don't have to show the quantity of items you have to the client. If you've got some pieces that you're thinking about making an investment in, but you're not sure, "Is this going to resonate with the clients?"

We've got several folks who will put the disclaimer up, "Hey, this item is not available until March 1st," That way they're going to see, "Hey, is this something that vibes with my clientele, something that they're willing to pay for?"

We've helped them avoid some big purchasing mistakes by like...the planner thought, "I thought everyone was going to love the brown couch but they really loved the black one instead." Relying on your customers to help drive some of those business decisions too.

Karen:  I've got someone asking about reaching out and hearing from other digital users. It's very funny that you say that, Renee, because just this morning we were having a meeting and talking about doing some roundtables. Mallory was making some suggestions about some virtual roundtables that we can do.

Definitely, we'll be following up with you as we form those. We wanted to do an in‑person user day like we did last February, and things aren't looking as great for that in the DC area, but we are hoping to still get users together and do some more of these trainings so that folks can exchange some ideas and we can brainstorm.

We think the power of communities. It's huge.

Mallory:  Awesome.

Karen:  Thanks, Mallory. I appreciate your time.

Mallory:  Today was so fun, Karen, I'm so glad we got together. Thanks to everyone for carving out the time to show up. Obviously, this wouldn't have been a whole lot of fun talking to a blank room. [laughs]

Karen:  Talking to me wouldn't be fun?

Mallory:  Maybe we would talk about "Sex in the City" episodes instead of inventory, but...

Karen:  I am curious when you're asked to confess later whether that that reference landed or not. I have a feeling one picked up what I was putting down. It's now a pretty old show, I guess. [laughs]

Mallory:  Yeah. Looking back at some of the episodes, there's still the ratio of some of the early episodes isn't even widescreen, so pretty crazy.

Karen:  Oh, boy. Well, thanks again to everyone for your time again. Never hesitate to reach out. We're here. We'd love to hear from you, so thanks again.

Mallory:  Thanks y'all. Bye.

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