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Adding services into the mix, I was able to triple our monthly income.
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Layla built ProcessDriven into 150,000 subscriber YouTube channel teaching systems to small business owners.
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Here is the solution for how to systemize your business. Five to 50 people making five to 50 million.
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This episode is about what she's seeing that many creators are missing right now.
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We just added that human touch into it, and that is the piece that has changed everything.
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What Layla found. After doing hundreds of sales calls, one
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of the biggest unlocks in terms of conversion rates on sales calls was quoting the number as a monthly rate.
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Absolutely insane.
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Close. More than 50%. You're doing something wrong. Not good.
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What do you want your close rate to be?
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I want it to be like 20% at this point. If someone's.
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You just said something that is very
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important, that's what I'll say. Usually at the end. Don't work with us. Here's why.
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The offer model you've been told to build might be the very thing holding your business back.
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So afraid of services for the reason so many are. Felt like a step backwards.
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We're like, more than doubling revenue.
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Yeah.
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With this one change.
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Yeah.
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You know, this one weird trick that maybe all course creators consider. If you have a course or you're about to build one, watch this entire episode before you make another move.
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The reason I realized that it would work is because I. Oh, I mean,
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that's such an important point. So, Leila, you hit a revenue ceiling with courses around six or seven hundred thousand dollars a year. Is that right? Yep.
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The infamous number.
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A lot of people hit that. But then you broke through it when you moved from products over to services.
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Yeah. Not so infamous.
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And not so infamous. Not very many people make that switch.
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Yeah, well, they do, but they go the opposite direction. Like, that's the big thing. Like passive income. Get out of services. Yeah.
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So what did it look like to break through that ceiling? And what revenue number, you know, did you hit?
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Yeah. So it's a rolling target right now. But essentially what switched in terms of how it worked was I just went to adding services into the mix and. And I was able to essentially triple our monthly income, which I'm. I'm hoping now will annualize out. Like I'm Right now, I'm like, okay, let's 2x this year. But as I was talking to you before we started filming, I want to push further. And I honestly think adding services, even with the cost of fulfillment factored in, like, I want a 4X. Like, I just. I think it's possible.
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So what are you on track for revenue wise right now? If we just play forward. What happened in Q1?
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Don't let me jinx it.
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Okay.
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Like fake wood. It's looking like It'll be about 1.5 million this year. I'm. I'm. I'm hoping to be able to say a higher number than that, though. I really am.
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But I mean, even at that point, we're like more than doubling revenue.
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Yeah.
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With this one change.
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Yeah.
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You know, this one weird trick that maybe our course creators should consider.
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Yeah, no, it's. It's right for everybody. Don't give it any critical thinking at all. Just do exactly what I did.
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So let's walk through what was the model before and the price point and all that, and then we'll dive into what you switch to that, you know, has had this huge impact where already you've doubled or tripled monthly revenue and are on track to take it even further.
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Just so weird to say out loud. Yeah. So after, after all the silos, it's so great to break free. So, original model, like, you want me to go way back back or just like right before the change?
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Let's go right before the change, then we'll do the history a little later.
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Okay. So right before the change, the model was essentially a. I want to say it was $1500 one time course. It might have been 2000 at that point. $2000 one time course.
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Yep.
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We had a membership on the back end. How? Classic splinter courses, like some mini courses that kind of were intended to ascend you into the next level.
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Okay.
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That was the before, so it was very much done for, or do it yourself rather. It was a do it yourself course where you get the content, you have a little bit of community if you choose to pay for it. But honestly, when I was, you know, attending an event where we were at last year, I was kind of telling folks like, hey, I've got a passive business. Like, I spend my time doing things, but it's very hands off. It's the passive income dream. And I'm deeply unsatisfied with it for the reasons around revenue and then some other stuff we can get into.
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I want to talk all about satisfaction levels in that because most, you know, many people would be like, wait, you're making six or seven hundred thousand dollars a year? That, you know. Yeah, that's absolutely incredible. And it is. But also, like, we all know what we're capable of. We know the power of leverage. And like, we're all very driven, ambitious people. And so it's like, okay, I want to, I want to level up from here.
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Right.
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So you're at that 6,000, 700,000 again
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and again and again.
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Just keep hitting that ceiling. I, I mean, we have a lot of friends that have gotten to a very similar number and gotten stuck there.
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It's cursed. It's cursed.
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Then what's the model that you switched into when you say you added services?
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Yeah.
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What does that look like?
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So the immediate shift was essentially realizing two things. Number one, I wasn't going to get to the revenue numbers I wanted by just sheer force of will. I did the math. God bless math. I did the math and I was like, you know what? I really need to 3x my audience in order for my business to get to where it's going to go. My funnels were converting well, thanks to Kit and other things. But in order for that funnel to get enough traffic through it, I needed either get really good at profitable ads, which I wasn't gonna be able to do, or triple my audience. And I just, I could do it, but that would take me years and years.
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Yep.
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And so what I realized was, well, let me get down to the actual problem that I'm trying to solve, which is I'm trying to get this content out into the world. You know, we help small businesses systemize their operations. That's the thing. And I've been doing it in this one particular way. Along the way, I listen and I get a lot of requests from our customers for additional support. It's not a foreign concept. Most of us have, like had ignored requests from customers. And more than anything else it was the request of like, can I just get you to like hold my hand through this? Like, the steps might work. I'm scared. My team doesn't want to follow it. I got stuck on module two. I think I was saying before we started filming, I had a membership model for a while for the course. And I remember a moment where someone was like, I've taken your membership for three years now. It's amazing. I love it so much. I referred it to my uncle. I'm still at module two, but I hope by year four I'm going to be able to get to where I need to get and finish this course, which, mind you, only took 12 hours total. It was a pretty concise course. The services approach was to say, all right, I hear you, let me just try to fulfill that need. And so we launched a service which was like a 90 day operations sprint where it Built on top of the course we already had. It was the same A to Z, the same curriculum, but we added in a human audit at the beginning, a human checkpoint at three points along the course after the audit. And then we personalized it. So rather than saying, take module 1, 2, 3, 4, it was, take lesson 1.2, do this special thing that's really relevant to you, then do lesson two, four. And so we just added that human touch into it. And that is the piece that has changed everything.
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And so what's the price point on this version? And I. I know you're always changing and tweaking prices. So, you know, at the moment of recording, what's the price point?
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Yes, yes, yes, yes. So the course version by itself is around 2000, 1997 or something. Or something. Something like that. The services version is now at 2,500 per month for three months. Say that in that format for a certain reason, but 7,500 total. So that's to go with someone on my team through that journey. And then if you want to work with me, it's 21,000.
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Okay.
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Or 7,000 months.
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Why do you say it in that specific way? Of the 2,500 per month or two? You said. You said 2,500.
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Yes. So I really like tracking numbers. And so in the. The lead up to this service, I knew I wanted to do it right. Like, I'm a systems and ops person. So in the fall of 2025, when I was kind of piloting this out, I mean, between now and then, I've done probably about 150 sales calls, maybe 200 sales calls. I did almost a hundred last month. And I would just keep changing how I would present the offer and the price I would present the offer. And one of the biggest unlocks in terms of conversion rates on sales calls was quoting the number as a monthly rate, which is better for me because I had fewer spikes. I actually didn't care about getting the cash earlier for me. And so rather than saying 7, 500 or at the time, I think it was 4,000 or 3,500 was the first quote. I asked 3, 500 up front, I was like, okay. Then I changed it to 2000amonth for three months. And I don't know, that math just really changed. And I went to 2,500. To me, that feels a lot clearer. And I say 2,500, not 2500 because ESL. So I have a lot of folks who aren't, you know, using English as their first language, perhaps. And So I just kind of try
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to build a more clear 2,500.
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Yep.
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Each month for three months.
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Yep. For now.
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For now. And then I'll go up later, it'll be 3,000. You know, it's interesting. It sounds like a much lower price. Maybe 7, 500 would be a large amount to lay out all at once.
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Feels like a lot.
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Yeah. And all that. Then, you know, it does ease people into it. And you avoid this large sticker shock.
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Yeah. And you know, small businesses, cash flows consideration. And also they're used to hiring operations people. So, like, they have that fractional, you know, ops person that they're paying $4,000 a month for.
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Right.
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So, like, they're getting all of their other things in a monthly rate. It makes sense for me to be a monthly rate. And when I compare that with. Oh, but it's 90 days. It's just three months.
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Yeah.
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And so that has that off ramp.
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I only. Oh, that's fascinating.
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Yeah.
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So, okay, so we need to tell the listener what the service actually is that you're providing. What problem are you solving?
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Yeah.
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And who are you solving it for?
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Well, I'll start with the person, because I think that's really the key to this whole journey. So the person we're working with is someone who is in charge of a 5 to 50 person team making 5 to 50 million.
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Okay.
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Who is struggling around tasks, knowledge, and communication. So what that looks like symptomatically is like, we're not getting things done. We have to have a lot of meetings, Promises are being broken. I have to double check things. One of my clients had this line, whatever happened to that? Those kinds of sentences are when people start to feel this, like, process breakdown.
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Things are being dropped.
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Things are being dropped. Exactly. And so usually they will go try to change software. No offense to software. God. Don't know anyone who does that.
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We were on notion, now we moved to ClickUp, and now we're trying this. And have you heard about Monday.com or, you know, and you're just jumping between everything and like that that's the solution. Software.
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Yep, Yep. And admittedly, I mean, backstory. Real quick. Lore dump. I was a YouTuber who did tutorials on software.
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Okay.
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So, like, I kind of knew that world. And there's a lot of money to be made in telling people, hey, if you just switch the software. Exactly, exactly. And yet it doesn't. It just moves the problems. So usually that happens first. Then they go to the point of like, I need an executive coach. The coach says, I Don't know. Just change your team. They fire their whole team. They restart. And then usually at that point, they're like, maybe it's how we operate.
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Right.
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Maybe it's like, what is normal in our culture? Maybe it's the fact that we never write down an agenda. Maybe it's that we. We don't know what we do on a Monday morning. And that's when usually they'll come to me. They'll watch a YouTube video, and that's where all of our leads come from. In a lot of my sales calls, which I still do, most of them right now, I'll just ask, like, what. What does a Monday morning look like for you? Where do you go on Monday morning to know what you're supposed to work on? And that is usually, like, that's the whole story in one scene.
B
Now we got to dive into sales, because that's such an important thing. But most people do sales the opposite way of what you just described, where they say, I don't know.
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I'm figuring this out. Nathan, tell me how other people do sales.
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Well, what most people do is they say they ask maybe a few questions about. Tell me about your team size, revenue, that sort of thing. You know, if we were to solve this problem for you, what would that look like? Right.
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What would a magic wand be?
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Yep. And then you die. You know? Or they're diving into all of these specifics around. Okay. And then here's what our offering would do for you and all that. I talk at you for 20 or 30 minutes.
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Yeah.
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Five minutes of questions. Talk at you. What you're doing immediately is getting them to talk.
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Yeah.
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And they will identify all the problems they will talk through. Here's what's working, here's what's not. And that will give you so much information and that you don't have to tell them, ooh, sounds like you really have a problem. Like, they will do all of that for you, and then you can just point to the solution.
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Exactly. And, you know, I love data points. So for anyone who's, like, tracking this, like, how do I take this actionably? I noticed that for me, when I do sales calls, because I track all these in, you know, an AI notetaker, I talk 20 to 30% of the call. Okay. Including the closing, where I'm usually talking a lot more of, like, here's what we do. Here's how we help. Hey, let me answer your questions about this. So it's largely just. It's extremely diagnostic, and I think it's Just because I literally don't know how to do it the proper way.
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No, what you're doing is. Is the. Not the default way that human someone's in sales, they're like, I gotta talk until I convince you of it. Yeah, but I think you are doing it the proper high conversion. All that way, it feels good.
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Right? Like, it doesn't feel like you're doing something like, you know, the sales has all those associations with it. It feels like, oh, I'm just, like, listening. And if we were grabbing coffee here, that's what I'll say. Usually at the end, like, if we were grabbing coffee, I would suggest that you don't work with us. Here's why. You should probably go check out these guys instead. That's a pretty common, like, ending to a call. And that's okay.
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Yeah, we do that with Kit, where, you know, or I was on a call recently with someone who. They were running, like, a media company in more traditional way and all that. And we said, like, actually, this competitor of ours would be a much better fit for you.
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Yep.
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And they were like, really?
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Yeah.
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Like, yeah. And here's why. And you know, this is someone who was going to work with a bunch of different brands. So I was like, now if you have. If you work with a brand that matches these criteria, that'd be a perfect fit for us. But in this case, I think you should go with this other platform. And it builds so much trust instantly. And they're just like, oh, wow, thank you. And sometimes they'll flip and be like, no, but here's why we should work with you.
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But.
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But most often they're like, okay, that sounds absolutely right. And then you build all this goodwill that lasts for a long time.
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Yeah. It's almost like the difference between a sales call and a screening call. I honestly think the way we do it, it's really a screening call. And I've only psychoanalyzed this because we're now hiring someone for sales. And so I've had to write down in text, if it's not a fit, tell them to go to these other competitors. And I'm like, that's a weird thing to be writing down.
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Right.
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But also it's honest.
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But it's in your sop.
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It's in the sop. Yeah.
B
Okay. So you're tracking a lot of numbers.
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Yeah.
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And I love that you're talking earlier as we were in the car driving over. You're like, about how much you love math. Right.
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As long as it's not mental.
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Yeah, yeah, exactly. We won't do any math on the spot.
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Safe. Safe space.
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What are some of the metrics that you track in your business that are most important?
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The number one metric for me is Runway.
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Okay.
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So the number of months we can go if all revenue stops tomorrow.
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Is that how much cash you have in the bank divided by your monthly expenses?
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Okay. Yeah. Specifically my non operating. So, like, I'll have checking and savings. Nothing fancy. I will just take the savings number and divide that by our average expenses and to get the number of months of Runway. And I broadcast that to the team, as well as some other numbers every single month.
B
Okay.
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So they know, and they have that peace of mind. Because I think the hard part about working for a small business is oftentimes
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you're like, will we be here tomorrow?
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Yeah, exactly. And a lot of the folks that we've had join our team over the years have been people who were laid off. They were in tech. They got laid off during all of that stuff. They're like, hey, let's try this thing. And so I think it's really important to model that. That's my number one.
B
Do you have a rule of thumb of how much? Like, how many months of Runway? Or.
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I used to have six, and then I realized that's excessive. So I actually have a goal now. I'm in the process of whittling it down. I want to be at three, because it's just our savings account. We have checkings as well. I think three months would be great. I. I think everyone comes into business with their own money story.
B
Yeah.
A
You know, I was a scholarship kid. Like, I didn't know any of this world. And so I had a tendency to just hoard. And I wouldn't take a salary, and I wouldn't. You know, I pay myself very little. And I had to kind of shift that and realize, you know what? Like, it's good to put the profit into the business. It's also good to actually take care of myself. So I'm not like, you know, squeezing every juice out of the lemon.
B
And then if you look maybe at your sales process or leads or, you know, you're mentioning, even tracking down to how much you were talking on a sales call or being aware of that.
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Yeah.
B
What are some of the metrics in that process that are important to you?
A
Oh, my gosh. I mean, I. What I love about the services world is that it is so trackable as compared to an organic business that I had previously, where it's like, oh, well, how many Emails did we have and then we only can track from there on here. We've got so many more touch points but the key numbers now are number of calls booked, number of days from a. Yes. That someone can start a project that is one that has been really eye opening and then I mean sales. So like sales count how many have we sold in the current period? I want to start tracking referrals. Haven't really done too much with that yet other than being like oh yeah, we're getting referrals just a few months in. That's amazing. But those are the service specific ones. And then funnels, I mean between like the kit automations but also just the sales cycle in general tracking like what percent go from call or from the call page to book a call, from booking a call to being qualified for an offer, from getting an offer to buying the offer. We just have each number in a spreadsheet and it's not high tech. It's just tracking a number once a week or once a month and counting. And you know that's worth it to me because I understand what is actually not working which is sometimes hard otherwise.
B
Yeah. What's an example of in that spreadsheet and as you're tracking things finding something that's not working like finding a new bottleneck and then digging in and fixing that.
A
Yeah, we had one where it was our webinar. We, we did a webinar launch to get people to book a call. We changed all of our main funnels from saying buy our course to actually buy our service. And if you don't want the service, get a course.
B
Right.
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And so there was a big re redo and we didn't get the conversion. We thought overall like we had this many people. He was like 2000 people registered for this webinar. I forget how many book to call but it wasn't what we expected. It was like really low. What's happening? Ah went to our contractors, they're like ah. The copywriter said it's the ad's fault. The ad said it's the copywriter's fault. And they all thought it was the webinar's fault, which might have been true. But then we looked at the numbers and we actually saw the problem was the show up rate. And when we looked at it and we said well if the show up rate 2 People who registered actually showed up was even within the realm of normal, we would have hit every single goal of that campaign. Every other conversion rate was exactly where it needed to be except for that One and we wouldn't have known that. And we had gotten misleading advice all over until we actually looked at the. Just the math of how many people got to each step.
B
Did you run more webinars and if so, how'd you fix the show up rate?
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So we actually kept that same webinar because the webinar didn't seem to be the problem. It was the show up. Right. And we switched it to Evergreen. And then once they opt in through our kit form, they then get automatically redirected to the, the webinar, the blueprint, which is our approach to systemizing. Therefore no show up problem because they literally see it upon redirect. And then we have an email sequence that makes sure if they clicked off very quickly it takes them back there repeatedly.
B
And so just come back and watch it.
A
Exactly. And I'm like, ah, why didn't we figure this?
B
You're not teaching it live.
A
Yeah, no, I don't.
B
Do you feel like you're giving up anything in the webinar being pre recorded?
A
Oh, I'm sure, I'm sure. I mean isn't that like the whole thing of just choosing what you're willing to give up?
B
Right.
A
I'm, I'm happy to give that up. And instead though, I work with clients. Like I would rather have four one on ones with these high end clients over a quarter than host four webinars. And I know for other people that math is different. I love teaching, but I film a YouTube video every week. Like if you want to hear me teach, there you go. Like it's fine. This webinar is like B B, B plus maybe. And I'm okay with that because the math still supports that. That's not the bottleneck. So I'm not going to solve it.
B
Okay, so let's talk about bottlenecks because you have this laid out basically like a factory.
A
Yeah.
B
You know, and, and I'm obsessed with the theory of constraints and.
A
Yeah, okay.
B
And finding, finding the bottleneck, optimizing for that. What's the biggest bottleneck in your business right now?
A
As of last week, it was sales people to take sales calls. So like the volume of calls that we had coming in, I was taking most of them. It was insane. Tried to hire a salesperson.
B
You said you did 100 calls last month.
A
It was about 100 last month. Yeah, it was a lot.
B
And so clearly number of interested leads was not the bottleneck at all.
A
No, it was.
B
Can we get on a call and actually close them?
A
And you know what? Just quick Side note, for anyone out there who's a product creator, a course creator, whatever, I would bet that's other people's experiences as well. I think we had waited so long to have some kind of one on one human touchpoint offer that by the time we did, you know, the 20,000 people on our email list were like, oh my God, finally, finally. Like when we just started sending out emails where it was just like, hey, if you want to systemize your business and you're tired of waiting around, click this link to book a call. And that alone got a bunch of people to come through the journey. So I think a lot of folks are going to be in that same situation where demand is not the problem. And I don't think we've yet hit the limit of what is just in our own list, candidly.
B
Okay, so sorry. I think that's absolutely true, but you just said something that is very important.
A
Oh.
B
And I want people to not skip over it.
A
Okay.
B
You just said your email says 20,000 people.
A
Oh, yeah, it's tiny.
B
If we had. First of all, 20,000 people is like a basketball arena. So it's a good number from that sense, but fair, you know, for the numbers that you're putting up. It's very small. Yeah, right. And so if a lot of people, you think about, okay, revenue per subscriber, all this per month, you know, services, you know, I might be like, okay, I'm making. If I have 20,000 subscribers, maybe I'm making a hundred thousand a year. Like, that would be. A lot of people would say, that's good, what, maybe like $200,000 a year now we're making like professional, like, you went to school for a long time to make that amount of money and all that. And you're like, yeah, no, we'll, like, if we can't accelerate things throughout the rest of the year, we'll cap out about 1.5 million this year off. 20,000. And you're like, but I think we can accelerate things a lot more.
A
Really? Truly. And you know, to be real with you, I talk a lot of time about, like, for folks who are interested in starting a YouTube channel. I'm like, I don't know what I'm doing. But I. A YouTube channel, like, it kind of helped. It was around 5,000 YouTube subscribers, which are far less valuable than email subscribers, that my entire book of business, I was booked out six months. Like, that's why I went into the courses and memberships and all these other things to begin with. Cause I was trying to solve that problem. It does not take a large audience by any means to make a really sizable and meaningful business. But most people don't think about it. They're so consumed with the audience. Whereas I guess I kind of approached it from the opposite perspective. I only went on YouTube to build my book of business. And then when that was like going pretty well, I'm like, I don't need any more YouTube followers. This is fine. Get on my email list and we'll take it from there.
B
I'm curious about this. So if we have 1.5 million in annual revenue divided but for subscribers by 20,000. So we're at 75 in revenue per subscriber.
A
Yeah.
B
And that's a helpful number to. It's a fantastic number. But it's a revenue per subscriber total is helpful to think about. You know, if you're comparing between different business models, all that. No. As a total you could end up. There's a couple traps in that number. The first one is that it's always. It's total annual revenue divided by total subscriber count.
A
At the beginning of the year.
B
Yeah, at the beginning of the year. But also a lot of those people might have been on your list for a long time, that sort of thing. So it could both mask that you're bringing in better subscribers who are paying more. Or, or it could mask that a lot of people have been on this list for a long time. They're never going to buy.
A
Sure.
B
And you know, or they've already purchased. Or you might say, okay, wow, $75 per subscriber. I could be running meta ads at $6 per subscriber, you know, which would be a crazy amount of money to spend. And you, if you weren't tracking cohorts, you might find that the new subscribers you're bringing in are very poor quality. But it's blended in the total averages. And you might not find.
A
I've not done that at all.
B
Yeah, I've definitely done that. But that's where, you know, if you could track revenue per subscriber over a 90 day period after they come in, that could be something like, then you would, you would notice early on, oh, these new YouTube videos that are driving leads are, you know, driving really high quality subscribers. Or they're, ooh, actually this, this video did great. But like 90 days later, the leads that came from that weren't actually worth much. And so I just think it's a really important metric to look at and track. And more people should do that.
A
Yeah, I Mean the ability to track UTMs and just see which video generated subscribers. I mean it was kind of a sit down conversation with our YouTube person who's like setting everything up for YouTube. I was like, hey, I don't care about subscriber count. I don't care about watch time in so much as, you know, I need to. But what I do care about is how many subscribers do we get to our email list per video. I want to know what that is and produce more videos like that. And you only know that if you're tracking that information. I guess the other thing I will say that has been helpful in that regard is in wasting a ton of money on meta ads. Hypothetically speaking, I don't know, we probably wasted like $40,000 in meta ads. If I'm being. Yeah, not the only one. Hopefully in that journey. One of the things I realized is we should be tracking organic stuff at the same level that we're tracking paid ads.
B
Yes.
A
And so our, the amount of times my team is going into kit pulling numbers being like, how many people are in this segment of they started the sequence, how many bought during the sequence, wait, 90 days later, who bought something since that opt in? Like, that's why I feel like even though I'm saying all these numbers, I don't think my business has ever been simpler in some ways, even with courses and memberships and services now, because it now feels very. It's a flywheel.
B
Okay, so let's dive into that because a lot of people make this assumption that like at 100,000 a year I can run a very simple business and then at 500,000 a year it has to be more complex. And if I want to do something, I ever want to break a million, like I've got to have like a very sophisticated. It's got to be brilliant. And there's, you know, I'm going to get up on the board and with I got the string and I'm going to outline and it'll be a little complicated, but I'll explain to you how we broke through a million dollars.
A
Yeah, yeah, yeah.
B
And the story that I hear over and over again is actually I found a slightly different model. I simplified, I eliminated things and revenue doubled.
A
Yep. If I can make it even worse, even more of like, ugh. I actually basically went back to what I was doing in 2019.
B
Okay.
A
So I remember telling my team in the beginning of 2025, the theme of 2025 is 2019, we went back to the same service. Like I'm essentially Offering the same services I offered then, but in a slightly different flow now with more established ip, which was worth the detour. But everything we're doing is just simplifying back to what I did essentially as a one and a half person business, except now doing it at a different level because I needed that detour.
B
Okay, so this gets to one of my business rants. And that is one of my least favorite quotes in business. It sounds so smart. Okay, what got you here won't get you there. And I think that is true 50% of the time. And the other 50% of the time it's absolutely not true.
A
And if it's only right 50% of the time, we're basically just dying the weather. And then it's like, why are we even saying this? Yeah, what got you here may probably yes or no get you there.
B
So on one hand, it brings up aspects of it where you're like, you should absolutely question whether the activities that got you to a certain revenue level are the right things to get to the next stage. Maybe before we did it solo, now we need to do it as a team. The behaviors that you show up with, like, okay, I gotta be super scrappy, I gotta do it all myself. That's the only way we're gonna hustle through this. And now at this later stage, you might be like, oh, I need to hire team members that I can give an outcome to, not just a task. And. Right. And so that's a. What got you here won't get you there. The inverse. Like, I'll share, you know, you shared one from your life, right? Of like, oh, services got me here, it won't get me there. Oh, wait. Just kidding. It actually will.
A
Yeah. Five year detour.
B
So for Kit, we direct sales is the thing that made all of the difference. We use direct sales to go from 2,000amonth in revenue to a hundred thousand a month in 12 months.
A
Wow.
B
And then we continue direct sales and we applied that to affiliates and partnerships to go from a hundred thousand to 500,000amonth in the next 12 months. In a 24 month period, we went from two grand to $500,000 a month. And it was absolutely insane.
A
Yeah.
B
And then we said, now we need to do the thing that all grown up software companies do. And that's where we should have all of our marketing channels. They should be dialed in, you know, paid ads, all of that, and take
A
out the thing that was working.
B
And the idea is like, that's working. So we'll just keep it going and we spent, oh, the next four years probably still growing really well, but at the same linear amounts. We would add about 4 million to $5 million in annual revenue every year, but never accelerated it.
A
Yeah.
B
And we kept going back to, like, affiliates is fine as a channel, but it's limiting. And direct sales, like, no one you can't scale. It's like, services, especially at our price point, like, that'll never work until. And I kind of went back and realized, like, wait a second, what were we. When things were really working, what were we doing? And we turned around and we really embraced direct sales and then both to acquire customers and to acquire affiliates and partners. And it worked so well. And, you know, and so I was like, oh, what got us here might actually be really good at getting us there. And I think as entrepreneurs, you know, we do this thing where we listen to smart people on podcasts.
A
Yeah.
B
Who run different businesses than we do. And we go, oh, you know what? Or we go to go to. To masterminds, that sort of thing. You're like, you know, I'm all in on growing on Instagram. And someone's like, hey, LinkedIn's pretty great for me. Like, never mind. I'm all in on growing on LinkedIn. You know, we're like, jumping from thing to thing or doing it all at once. Then you end up doing all of these things pretty mediocre. Instead of saying, you know what? This is what we're really good at. And we're going to go, we're going to keep scaling that thing. We might make some little tweaks, we'll question it and all that. But, yeah, what got us here will probably get us there.
A
You know what's funny about that is one of the practices I started, which I understand you might have something pretty similar, is I started making a log of key events in my business back in 2020, which was a great time to start tracking. So, like, major decision, major release, major product. I would log it in this one, just kind of spreadsheet y thing inside our ClickUp, and just here's all the dates. And I would share that with new people when they would join the team. Here's our story. Just so you know, like, we started this in 2020. Here's like, it was a VA business at first, and here's how it evolved. And it's funny looking at that now because you can very much see the circularity of, like, now we're going full circle, and it's great to have that.
B
Everything old is new again.
A
Everything old is new. But I think what's fair to acknowledge in the won't, you know, what got you here won't get you there. Peace is the reason why I thought I had to change was because I didn't want to do it in this way. Like there were certain things that I associated with being a one on one service provider. And I mean, they're trite at this point. And I was like, ah, I just don't want to do this. I'm an introvert. That's not going to be my superpower. I have a competitive disadvantage to having conversations with people all the time, especially this one, you know, really painful.
B
That's right, yeah.
A
And so I just made this story up that like, because I don't have a lot of energy, I'm not great with people, you know, like, this isn't going to work for me. And so therefore I need to go over here. It became a spark south park episode because of that. Therefore we went into this, but then this, but then this. And I think now when I have friends who are kind of going through an offer transition, having now gone through, it seems like every model under the sun in eight years, I feel like it's important to ask, why do you not want to continue with the thing you're doing? What do you think continuing with one on one services looks like? And what if it was not case, not the case? You know, what if there was a world with which, you know, you could have one on one services but you didn't have to talk to a lot of people all the time? Would that be interesting? Oh, it would. Okay, well, good news because one on
B
one services tells me like when you hear it, you think, okay, so you're doing client work and you are spending maybe five hours a week on content or lead gen or that sort of thing, and then 40 hours a week on actually doing the work and then the next 15 to 20 hours a week on the business admin and all of that, making sure everyone pays and everything else. And that does not sound enjoyable and that does not sound like a good way to scale. And so when people hear, oh, you went from products to services, you know, in the ladder as well. If you went from ladder four back to ladder two or three.
A
Yeah.
B
Then everyone's like, that's terrible, I don't want that. And so what it sounds like you did is you, you notice the particular parts of it. And I mean you took the best parts of products and you took the best parts of services and really were intentional about your time and the systems behind it. And you said, I want to have it all.
A
Yeah, you. You make it sound really smart there. Like, that's not. Like, just to be clear, that's the. That's not how you're. No, no, no, no, no, no. But yeah, yeah, yeah, sure. Let's play it off that way. It was. It was, you know, a lot more painful than that each time, each year, especially hitting that plateau. Like, I was used to growing, especially during COVID as so many of us did really well during COVID especially in digital work, like helping digital workers work together. Like, I was in a pretty good position to grow.
B
There's a wave that you were riding.
A
Yeah. And that felt great to grow year over year and double and this, that, and the other, and then just like, boop, boop, boop, boop, boop, boop. What the heck's happening here? Month over month, it's the same. So, like, there was a lot of pain involved in realizing I needed to reflect on it. And one of the reasons we talked about this earlier, I released a YouTube video showing what my calendar looks like in each of these business models, because that's a real piece of it. And I didn't know until I did it because no one talks about what does it actually mean to be a course creator? How is your time being spent versus what does your time look like if you're a membership owner? I've done that. Now, here's how my, like, across the team or when it was just me, here's how time was actually spent. You know, people think community. Ah, perfect. People are going to talk to each other. No, you've got 15 minute breaks where you're in that forum a few times a day, especially if it's just you. And. And there's a re. A calendar implication for every business model, especially when you're small. And so knowing that you're ready to sign up for that in a short, you know, one year period as you're scaling it up and then you figure out which pieces you want to get off of your calendar. I thought that was really freeing, but it was not a smooth, perfect, like, intentional process as it now feels like it was.
B
So let's dive into that because what your calendar looks like is such an important thing in 2019 when you're doing the services. Yeah. What did your calendar look like then?
A
Okay, 2019. I probably had about four clients at one time. Four or five who was. I think I called it System up at the time where I was doing full on. Honestly, same kind of service I'm doing now where I'll help you set up a work management software, train your entire team, migrate all your data. Probably was working for about 40 to $50 an hour at that point, I would think. And I was just constantly doing fulfillment. I had very few sales calls because if I had a call, it closed because I was undercharging. There's a good sign. Right. Close more than 50%. You're doing something wrong. Not good.
B
Oh, I mean, that's such an important point. Everyone was like, you know what's. Like, if you were to ask someone what's your ideal close rate? They pay. I mean, 100%.
A
Yeah.
B
And you're like, no, I respect.
A
Respect to this person. Someone at the event that we were just at was like, my close rate is 70%. I said, oh. And they looked at me very confused. I'm like, wait, wait, wait, wait, wait, wait. Congratulations, you get a raise.
B
Right? Exactly. What do you want your close rate to be now?
A
Right now? I want it to be. Especially now that I have other people doing the calls. I want it to be like 20%.
B
Okay.
A
Yeah. Because at this point, if someone's not a fit and they have that positive experience with our, you know, person, or. Or me, if they have that positive experience, it's actually better.
B
Right.
A
So I'm okay with 20. That still covers all the costs. And then some like, like, we're still groovy there. So 20 to 30. But 20 is good for me because.
B
And so if it were to creep up to 35, you would say we're undercharging.
A
Yeah. Raise the prices, I think. But in this point, it's great to have that other 80 becoming advocates.
B
Right.
A
In some way. Because it really does make sure they
B
have a great experience. You can leave them with other resources that you could say, like, hey, it's not the right fit.
A
Yeah.
B
For it to work together right now, but, like, implement all of this. Maybe someone comes in, they're like, hey, we're at half a million a year in revenue and we really need these systems and processes and you're just too expensive for us. And you're like, yeah, we are.
A
Right.
B
Why don't you go take this?
A
Take our course.
B
Yep. Go ahead and implement all of that. And if at any point in the future you need help, we'd love to help you.
A
Yeah. One of the best things about doing this now for a while, the same offer over, like, I've had the same offer for, like, six years. Six of the years.
B
Another thing, all these Creators are like, in order to scale, in order to break a million, I need new offers. I need multiple offers. Like, maybe if I add the fourth product.
A
Yeah.
B
Then that will get me through the glass ceiling.
A
I mean, for me, it wasn't true. I had, you know, my goal. You know, one of the pieces of advice I heard very early on from a free score mentor, shout out to score who's a free, you know, Small Business administration in the U.S. you get free mentorship through them at a score mentor who is saying, you know, Layla, Brand is what you are known for when you leave the room. And business. I don't think this is his quote, but business is about finding a problem. So interesting you want to spend 10 years solving it. Those two truths were kind of like my rock for the first beginning piece. So it took me two years to figure out my problem, but once I found it, I was like, why would I create more products? That's almost a problem in some ways. But I created one product. Here is the solution for how to systemize your business of 5 to 50 people making 5 to 50 million.
B
Yeah.
A
What is the perfect way to do that? That was not something I could just create. I. I created it, and then I refilmed that course just about every year, every six months. Updating, rebuilding, re. Reformatting, re. Whatever.
B
Right. Okay. Yeah. That's amazing. All right. So you were saying you're charging 40 to 50 an hour.
A
Yeah.
B
Spending almost all of your time on fulfillment.
A
Yeah. 2018 was even worse. It was $20 an hour.
B
So, I mean, we're just doubling revenue.
A
I have a theme here.
B
Yeah, exactly. Started from the bottom.
A
Started from the bottom. Now we're here.
B
What Was revenue in 2019? Do you remember?
A
Oh, gosh, I don't know. I want to say it was like 100, 120, I think. So I'm pretty sure the first year I started in April. Officially, I got the paperwork on April Fool's Day 2018.
B
What a joke.
A
Yeah. No, it was so perfect, too, because I didn't even realize it. And then after I got the paperwork, because it was like an online form and it printed out, and I was like, yep, yep, okay, perfect.
B
It's. My entire new business is April Fool's Day. My brother's birthday is April 1st, since I always teach him about it.
A
Oh, perfect. So, yeah, so I had my joke of a business. My plan at the beginning was to do this for two years and then go back to corporate. I just wanted to get two years of experience, and I was like, oh, this will be a free or paid way to do it. But it was 45K, I think, that first year, or 44K. And then I think it was like, 120.
B
In 2019.
A
Yeah. In the next year. But I was working my ass off.
B
Yeah.
A
Working my ass off. Yeah.
B
And so then what did it. What did it look like to kind of the next iteration of the business
A
backing up in 2018? I was really just doing virtual assistant stuff, which is part of where the $20 an hour came in. I remember I had a client being like, you are. You know, you graduated from this great school. Like, why are you charging $20 an hour? Bless this heart. Like, thank you so much, Lisa. That was a great experience. And so then I moved on, and I read the book the Goal, which is about, you know, throughput theory of constraints stuff, and I was like, okay, I need to get my stuff together.
B
It's one of those books that all the business nerds have entirely read. And everyone else who's just, like, wants the. The. The business fluff is like, oh, I've never touched that book.
A
Yeah.
B
They look at it. They're like, this looks like it was written in the 70s or 80s. You're like, it was.
A
It was. Yeah.
B
This looks like this is just for business. It is.
A
It is. Yeah. Yeah.
B
But then you get, you know, people like you and I are, like, obsessed with this book.
A
Yeah. Well, I was an econ major, so I was like, ah, I speak my language. But reading that book and then built a cell. Right. I was reading those. I was like, all right, I really need to productize this. So I did product high service in 2019, which is how I got over a hundred K. And that felt like a hurdle. The next year, I think it was in 250. I think it was doubling pretty consistently at that point. The next year is when I was using productized service pretty heavily. Like, everything was a productized service. It was six weeks or eight weeks or whatever. Productized. And around that time, I guess we would have been in 2020.
B
Yeah.
A
Some things started happening, and I remember it was I had four or five clients, and one or two of them dropped due to Covid. And I was like, what am I gonna do? Like, I've got free time. Enjoy it. No. So I started.
B
We don't do that. Yeah, we're entrepreneurs.
A
Yeah. Like, this is massively uncomfortable. And also, like, I just lost a significant chunk of revenue. Right. When you're in, you know, that kind of services, that's 40% of your revenue potentially gone, so you lose a lot of revenue. And I decided to film YouTube videos during that and I just filmed the responses to client questions. So for my remaining clients, when they asked a question, I'd film the answer, put it on YouTube and then send it to them. And that's the, the other inflection point that changed the business. I think that one and, and honestly, services are the two major pivot points that have really made a significant difference.
B
So that's a, a content format that I love because I first learned this from Tim Ferriss. I don't know who he learned it from, was to write to one person.
A
Yeah.
B
Because we do this thing where we're like, okay, what could everyone possibly want to know about systems and processes?
A
This, like why would anyone want to learn about this?
B
Or whatever the thing is that we're teaching. And so then we write this generic, like it answers all these questions and all that. It's not written to anyone in particular and it's just not very good.
A
Yeah.
B
And it's hard. Like you end up with this writer's block all the time.
A
Yeah.
B
And I've. Instead you just have one person and you say, okay, let me answer this question for them. So I actually wrote my book on designing web applications. I wrote it to my brother in law because he was early in his design career and had just gotten his first job, you know, job in design. And so every time I was like, okay, what does he need to know?
A
Yeah.
B
And so I would write Philip comma, enter, enter. And then I write a whole chapter and then go back and I delete his name. Because that's weird in a book.
A
Yeah, that would be weird.
B
That would be very odd. Fell up and it helped me write so much better because I could, I, you know, wrote naturally wrote directly to him the same thing as, you know, as content creators we always think about like, oh, what should I create? All that. And you're just going, well, what, what problems are top of mind for my ideal client? Yeah, okay, let me go to my actual client.
A
Yeah.
B
And then what I love about your example is someone asks you this question and you're like, hey, I want to over deliver. So maybe I would record a loom video like walking through talking about it and send it to them.
A
Yeah.
B
And then, and what most people do is they would do that and then they're like, okay, and then I'll use that as a basis to go make the other video.
A
Yes, exactly.
B
And you're like, why don't I just make the good Video?
A
Yeah. Well, no, it wasn't good.
B
Sorry I said the bar a little too high.
A
Yeah.
B
But why don't I just make the public video, send that to them and say, hey, I made this just for you, and I thought it'd be helpful for a few other people. Also put it on YouTube.
A
Yep, exactly.
B
I love that. I mean, there's quite the content. Flywheel in that.
A
Oh, it was beautiful. And honestly, I don't think I knew it until, like, one of the best things about my business is I work with people who are smarter than me exclusively. Like, I'm sorry. Like, there's no one I work with that's, you know, I can't learn a ton from. And just, like, I had that client tell me you're an idiot for charging $20. She said, in a much nicer way. I had a client who was an author. It wasn't what he was doing. He was working a construction firm. Haymark and Mark said, I love the fact that you didn't answer my question. You sent me a YouTube video that just published a minute ago. How coincidental about. Exactly my question. And he called it out, and he actually had the CEO of the business he was working on as the operator start doing that for his team, and they started a YouTube channel or some kind of Instagram reels, the same thing. But I didn't know it. I didn't see it. I was just being lazy, and I didn't want to pay for file storage. And so YouTube is free. And so I didn't.
B
So it wasn't even.
A
No, no, no, no. Not at first, right?
B
You're like, I could pay for a loom or Vimeo or is anything. Yeah, yeah, Vimeo, Dropbox or whatever. Or YouTube is free. And so.
A
Exactly. And then when other people who weren't my clients started seeing it, then I was like, oh, okay. Because I thought at first, oh, I have a link I can send to more clients.
B
Right?
A
That was the thinking. And then when I started getting clients from YouTube, which happened very, very early on, I was like, okay, this is totally different than I thought.
B
It's such an interesting thing because everyone is hung up on what content should I make? And so even, like, internal company content, Right? Or any of that, you can just say, what questions do people have? And just answer the questions.
A
But I think people get hung up on, hypothetically, what are the themes we're struggling with?
B
Right?
A
Hypothetically, who would I talk to? Like, we think about, like, Pam, the imagination.
B
You know, like, we imagine our avatar that we.
A
Avatar Yep. When I first, I think my first video was for Suzette. I remember Suzette like specifically. And I didn't say her name in the video out of protection, but I'll shout her out here. But you know, when I was filming the videos like I had a client today ask me, how do you connect cognito forms to Gmail? Here's an answer. And how you can use this for your follow up process.
B
Right.
A
And that's it. And she felt very seen by it. But I just think it needs to be a real person. Like. Like, you know what I mean? Like we need to have people who are real and not just this imaginary thing and real questions in the same way.
B
We were at a table at this Mastermind having a conversation yesterday about functionality and kit.
A
I was so afraid which conversation you were gonna pull from. For a second here I was like,
B
like how to make. So the thing that I've been thinking about separately is how to make more content that directly shows how people use kit and all of that and to do it in an easy way. Right. And so something that came up, we were talking about tags and how you organize and manage tags and how to find them. And we added this whole new interface and I was asking like, is this better? How is it and all that. And it was like, well, it's better in some ways and worse than others because now we're lazy loading the tags and so you can't do command F and search for all the tags. And so I was like, oh man, I hate it when it's like two steps forward, one step back in something we do with the product. And I hadn't heard that feedback before.
A
Really?
B
Yeah.
A
Oh my God. Come on kit users, let's get together here.
B
And so I just heard people were so excited that there were folders for tags.
A
Yes, that is also true.
B
And so I told that to my team this morning and I was like, hey, I heard this feedback. I'm not sure the best way to handle it, but let's start to think about it. And one of our engineers piped in and said, well, totally hear that. We can fix that. But did they know that if you press command K you can search for a tag just right there? Or if you press FT for find tag it pulls up a list of all of your tags.
A
Lets you just because you got the command bar built in? Yeah, I didn't even realize that.
B
And so what this makes me think of, not that we're trying to promote kit content right now. Yeah, no, but I could make a video that says. So I was talking to a Kit customer the other day and they asked me about this, which made me realize a lot of people don't know about these power features inside of Kit. If you press command K, if you do this, if you press N and then B, it's not from Nathan Barry, it's for new broadcast. And it jumps you right to the new broadcast. Right. And so that's just this, you know, talk to customers, hear what they want. And then I could make videos just about that. And I would have quite like I would have an endless stream of things to make and it would be highly relevant, you know, to you and Chanel.
A
Right.
B
And then probably also to a few,
A
few thousand other people and everyone that we talk to about it.
B
Yeah, right.
A
Yeah. That was where I first bonded with Chanel, actually was about Kit Analytics. But I think that's huge. And I think one of the things. Can we go back to Flywheels? One of the things that people, you know, they should on services because they're like, ah, God, so much work, execution
B
time for money, all the stuff.
A
Oh, all this stuff. It is the best research into you are paid to make your product better. And that's why when I started this service, I was like, I'm going to deliver the first ones. Like, you're going to get a great rate. I'm going to do the sales call, I'm delivering it. And it helped me make that product better, but also the course better. And one of the conversations I was having last year when we were like passive income business, I was like, I want more impact. I want to make sure we're, we're getting better. And I don't feel like we're getting better at the grade. I want you to be done with this journey and have the answer. And when you have like to go back to the benefits of services conversations with your customers.
B
Right.
A
Especially if you're paid to have them, that's not too bad either. Like, you will learn so much more than any freaking survey or market research study or analytics or numbers will ever tell you, because you're able to learn from actually being with them and telling you what they wouldn't otherwise tell you. And better still, seeing like we do screen sharing, we see more in that story than what they would ever tell us on an intake form.
B
Yeah. Cause if you're just like, oh, how ClickUp or something is used in the ideal world.
A
Yep.
B
We look at it in the tutorials and the marketing videos and all that. But if you Actually get into something. You're like that. Okay. All right. That's how you use it. All right, let's. Let me meet you in reality. Yeah. And help you with that. Yeah.
A
We were telling. So I've been hiring coaches. Right. Who are fulfilling this. And one of the mantras I have for the coaches is make sure that you're showing and not telling. Don't talk about the work. Take them. You know, go into your mind's eye to your client. Show me what it looks like Monday morning, because now we're on a real fulfillment call. They'll share their screen. Where do you go first? Huh. And what do you do with that button right there? Oh, you don't use it. Okay. So that. That task thing, you don't touch. Okay. And then you go to planner. Then you go to Apple Notes. Then you go to. And they actually show the first, you know, 10 minutes of their day on the call. And you get a world of context about that. That, yes. Helps you deliver that particular project. But your jotting notes, like, looks like we might want to screen for XYZ in the sales call. And just making sure there's always that feedback loop, I think is often skipped in part because we try to make things too passive too early. And I. Especially if you have a human component, which I think I do. Like every business has a human component. You can't go too hands off or you have to start paying a whole lot for market research, which feels like a waste of money.
B
Yeah. When you could be doing it hands on in customer development. Okay. So then as we're scaling, going back to your calendar and how you spent your time.
A
Oh, yeah.
B
What did it look like? I mean, this is getting to some really great stuff. What did it look like when you really went into the courses side of it?
A
Yeah. So the courses side of it essentially is long, uninterrupted work blocks. Which sounds amazing for, like, my brain, like. Yeah. Six hours of just staring at a screen, forgetting to eat. Amazing. But here was the hard part of it is I didn't have that loop. I didn't. I didn't see what was working. I didn't. I didn't need to feel the hero complex. But, you know, course completion rates at 10%. The referrals we would get. We would get referrals and, you know, people recommending friends. It wasn't at the rate I was used to in services, which told me a lot about what would happen after someone bought a course. And my goal always was not to get the most revenue out of the business or to have the highest salary. I wanted to solve this fricking problem. Like, 10 years. My 10 year time clock is ticking. Like, I want to get this going. I'm eight years in now. I got two years to finish this up. And I knew that if I kept with courses. Our courses. I guess I didn't say this. Our course revenue continued to grow, Our conversion rates continued to increase, Our audience was growing. So I knew we would continue to grow with courses, it was just a matter of time. But I could make all the money I wanted to with courses, and I still would not solve the problem because there was no flywheel, as you would say, back to product.
B
Okay.
A
And so that was kind of the problem with it. And the calendar reflected that. It was deep, focused work. Reviewing intake forms every six months or three months or 12 months. Do a giant refilm, sometimes live for a little bit of interaction. But it was like. Like pulling teeth to find out what was working and what was not working for actual users of the product. We tried to do case study interviews. We like. We had to spend so much work to do what is inherent in a service. And that's when I kind of realized something should shift for what I wanted.
B
So that sounds like the ideal calendar to a lot of people where you're like, okay, time for money are pretty disconnected and all of that, but then you and the customer are disconnected. The customer success rate is much lower.
A
Yeah.
B
Because a lot of people say like, oh, I sold a half million dollars or a million dollars worth of courses.
A
Yeah.
B
Cool. What did they do from there? And they're like, well, we have, like, these really great customers. And you're like, all right, so you talked about five out of a thousand. What happened with the other 995 customers?
A
You're like, bingo.
B
Well, some of them finished the course.
A
Yeah.
B
Right. Because the.
A
You don't know.
B
You often don't have as much of an impact as you wish you did. Right. And you're like, well, I did my part. I produced a great course. I sold it well, I got the right people in there, and I can't hold their hand through it and create the outcome. It's like, okay, well, they didn't get the outcome right.
A
Or they did and they're not telling you right. Also valid.
B
Yep. Which does happen. And so there, you know, there's things that you can do to collect information,
A
get on calls, testimonials. There's so many great steps for that. You can have all the checkpoints in the world. Still not the same.
B
And so like, what was the spark where you're like, okay, I think I need to add the services component back into it.
A
I didn't want to. I didn't want to. I was so afraid of services for the reason so many are. I didn't want to go back to 2019. It felt like a step backwards. I think the reason I realized that it would work is because I had tried everything else and it didn't. So I tried, you know, as measured
B
by being stuck at 6 to 700,000 a year.
A
Exactly. Yeah. Those stable years were not stable. It was like a duck fish underwater trying a bunch of different things, tried group programs. I, I crossed off things that weren't aligned with what we were doing. I wasn't going to do a mastermind. Like that stuff didn't make sense and it just never got traction. Like I felt it in my bones that if I offered. Hey, oh, actually, no, you know what, There was a specific moment, actually, now that I think about it, the last offer I tried before this one, I believe it was, oh yeah, this was it. It was, I think eight people at $8,000, I believe was the offer. And we're going to go through this together over about 90 days. And so kind of, you can see the inklings here. But no way was I going to do one on one. I mean, like, come on time for money. And I got on those sales calls because I put a quick email out in kit and I was like, hey, anyone want to do this? Blah, blah, blah, Very basic details, book a call. I think I did 20. No, it wasn't even that many. It might have been 10 calls and all but one asked, can I just pay 10x and just work with you directly one on one or 10x 5x if some ridiculous multiplier, how much would I have to pay? Would 40k make you just work with me? Just exclusively 50k? Can you just come out to my office and just work on site with us for a week? I think one of the lines I heard twice in those remaining calls was, can we just kidnap you and have you join our team? And I'm like, hey, nice to meet you. By the way, we're strangers on the Internet. And that's when I kind of realized one on one is what, what my audience wants.
B
And so it's also a very intimate thing of like, oh, it's so intimate.
A
Yeah.
B
How my business operates, like what my goals are, who I hired, you know, all of these things. And it's like there's A lot of things where, where being around other people is a perk because you're like, oh, I get to learn from these other entrepreneurs. Yeah. But if they're in different industries and everybody's got to share all their. Yeah, you're just like, can you just help me?
A
Yeah. Like it's kind of feels like sometimes I'm on, I'm filming episodes of Hoarders, except here's the thing, like I was on Hoarders but now I've switched over to Marie Kondo stuff. And so everyone on Marie Kondo's like, oh my God, I'm so embarrassed. I'm like, trust me, I was on Hoarders before. This is nothing. And I think there's some peace that comes with that in a one on one way that is hard to deny. And once I like got over my fears around it, which were my own stories I was bringing to it, I was like, oh, there is a way that I can give people what they actually want, God forbid, while also giving them what they need.
B
That's fascinating. Okay. And so then when you add it in services, it's not this done for you. We have a whole staff that is going to come in and all that. Like it's not an agency model.
A
No.
B
And so it's this very tailored productized service that is layered on top of the course and yeah, talk about how exactly that structure have you iterated a little bit and then we'll get into the calendar.
A
Yeah, there's been quite a bit of iteration but yeah, the model right now is I basically took the same journey that the course goes on, A to Z. And I said, hey, you're going to work with a human on this. We're going to start off with an audit so we really get to know you. And then we're going to question between A to Z, which letters do you actually need and what letters that aren't in there. Let's add some numbers in there too. So we essentially built on our end we have the fixed course and then we have these kind of like modular add ons that are appropriate for certain people struggling with certain things. Like we have a key metrics add on because if someone's like, we don't track any numbers but God, no one ever does the important thing like hey, let's just here's a little system for how we can do that. And then we have a human being kind of build your own personal curriculum.
B
Right.
A
So it's kind of like a college class in some ways where you're Working with a mentor one on one, develop your curriculum, then we'll check in with you as you're doing most of the execution. It was important to me in designing this that we didn't have to build a full team. Although if I think I. If I thought that was best for the customer, I probably would have. I would have just stomached that and figured out the way to do it right. But our fundamental belief is that when it comes to systemizing a business, it's best done from the bottom up and from in the inside out. So the external consultant that comes in is like, here, I fixed you. Enjoy.
B
Lasts for three weeks. Yeah.
A
The problem was I was that person. Like, I'm like self aware enough to be like, I totally did that.
B
Yep.
A
I am sorry, but you did get $20 an hour hours, so. And so we knew we didn't want to do that. And so we were trying to think, how do we train one to two people from within a company to be the powerhouses of building and maintaining a system? And then we just worked backwards from there.
B
And so what does your calendar look like now?
A
So, I mean, it's going to look a lot different next week. Now sales is off my plate, but my calendar as of now, doing founder led sales, having a few clients and also overseeing these coaches because we are only six months into this model, from beta to now scaling it up and then I'm kind of on a three month journey to get out completely. My calendar now is on Mondays. I have team calls, team calls with anybody that I have. I'll have a client call usually every other Monday with one of my clients that I have. Tuesdays I will have nothing other than content creation. So a whole day for YouTube or writing. I'm writing my first book. Like that's a lot of work. And then Wednesday I have sales calls in the morning. So I'll usually have eight calls a week at this point that I'll squeeze in there somehow. Um, so that'll usually be my Wednesday mornings. Wednesday afternoon is usually a second client call because I have a few active clients right now at that tier. Thursday is more sales calls and then actually getting work done. Turns out you still have to do that. Um, supporting the coaches who are supporting all of the rest of the clients since they're all a few months in has been like an hour a week, I would say. And then on Fridays I have usually creative work again. So I try not to book any calls. I might sneak a sales call in there if I need to in the morning, but Otherwise it's working on the book. Um, that's taking, you know, six to eight hours a week.
B
Yeah. So even running that services model, you have a lot of control of your time now. I do want to call it that. Oh, where are we going to go?
A
I was going to say I. I force myself to keep control of my time. I don't think I have control. I keep control of it because I think by default I would not. Not.
B
Yeah. What are some of the things that, that you know, the boundaries of the rules that you have in place to keep control of your time.
A
Sales calls can only get booked on two days a week. And they're all back to back to back to back to back.
B
Are they 20 minutes, 30 minutes? What's the.
A
They're 30 minutes right now. And I just back to back to back to back.
B
Just roll 1:1 to the next?
A
Pretty much, yeah. It's a good excuse to get off the call on time.
B
Right. Well. And then your AI note taker can handle the. Those things and you can batch your follow up up at the end.
A
Exactly, exactly. So and that's a compromise. Right. Salespeople are like, well, you shouldn't do that. Should be right away. Should follow up right away. I'm like, I'm okay with leaving that on the table if it means I get all of Tuesday and most of Friday.
B
Right.
A
To work. Does you the real work because you're
B
talking about some of you know, doing almost a hundred calls.
A
That was a crazy month. Yeah.
B
So that was, you know, that's over 20 a week.
A
Yes.
B
And so you're, you're fitting in really
A
a lot of calls that I will say during that period that did not get this as spacious of a calendar. It was very much just. I had three hours for you YouTube. I somehow had time for book in there. It was like three hours for book. But it, those were long days. I, I would not. That was not intentional to get through that journey, but I learned a lot from it.
B
And a sprint for a short season.
A
Yeah, it was a seasonal thing. We, Funny story, we had. We were intending to hire a sales position before that. The day before they were supposed to start after a two week delay. They're like, actually I decided sales isn't for me. And so we had our, our webinar go live a day or two later from that. And I was like, all right, well, hundred calls coming my way.
B
We had someone years ago, his name is Neil, just call him out on the episode. And who joined the company on a Monday. Oh no, Quit on Friday and was just like, actually, I just want to be in an entirely different industry.
A
Yep.
B
And you're like, what? And so now we call it pulling a Neil.
A
Okay, Pulling a Neil. Yeah. So I had someone pull a Neil. And you know what? Good for you. Like, I'd rather you tell me now.
B
Clarity now is better than, like, later.
A
Way better.
B
Like, I don't want to spend three months training, like, onboarding and everything and be like, actually, I'm out. Yeah, but it's just like where. Everyone's just like, what? Where. Where did that happen? Okay, so if someone were to make this jump, right? They're. They're selling courses probably in a B2B type setting or a business environment or that sort of thing. And they're like, huh, maybe I should layer on a services element to it.
A
Yeah.
B
What are some of the mistakes that
A
you think they might be likely to make over complicating?
B
Okay.
A
I think that's the number one thing we kind of overcorrect. Like, I did, you know, when I went from services to product, I went so far into, like, super product memberships. It's the hardest product to really do well. And so services. The same way, you know, we get into services, we're like, oh, my God, done for you. Agency hire 14 people. We'll do everything for you. You don't have to do a thing. I think that's the first one. I think the second mistake is making it about yourself first. Yes, that's part of it. But ultimately, I think the reason I finally got the model that worked after hard fricking times trying to figure it out. It was not easy and it was not linear, was because I actually confessed to really listening. I got on calls with my audience, which I know Tim, you know, our mutual friend. Great video. I'm sure we can link up top his.
B
I think I had three episodes on my show, so.
A
Okay.
B
Lots of great appearances.
A
Yeah. Talking with your customer and building what they actually need and what will serve the actual result rather than, hmm, I'm afraid of hiring a team. So I guess I'm just gonna have VIP days. Like, that's lazy self serving. It's problematic for you. It's problematic for your business. You're not building yourself a job, you're trying to build a machine. And your. Your spot in it is temporary. And so don't be selfish. Get some more money. Yeah, it's. It's a win win.
B
Those are some good mistakes.
A
Any others undercharging?
B
Oh, yeah. Because if it involves some of your time, you have to be charging enough otherwise you're going to, you know, quickly cap your revenue.
A
Oh my gosh. Yeah. Well, a lot of people don't track their time at all. And they're like tracking time? What am I, a lawyer? I'm not saying six minute increments, although, like, like, why not? I think tracking your time is phenomenally helpful if you do services. I would almost say it's like, it's a requirement in some ways because a lot of people don't realize what their costs actually are. They're like, well, I host a call for one hour, I charge 500 bucks for it, I'm doing great. And then you're like, oh wait, but I actually prep for an hour beforehand, I send a recap after and three months later I send them a gift bag and that cost me $15. And all of a sudden you're like, oh, I'm actually getting $70 an hour. And I also still have to acquire this customer, which cost me 20% in some way, which is another 60 bucks off, you know what I mean? And we're not considering that in there because we're used to courses where our costs are nothing other than marketing.
B
So I want to dive in on lead generation because that's something that you seem to have down pretty well. If you're doing 100 sales calls in a month or have the ability to do that.
A
Yeah.
B
Then clearly something between YouTube and the email list and the calls is going to. Well, what's making the biggest impact on lead generation?
A
Well, I will say, you know, full disclaimer. 100 sales calls was a spike around having a webinar and hosting it live. Theoretically we could replicate that if I was willing to do more live webinars, but again, I'm willing to leave money on the table in so many ways. What's making the biggest impact on lead generation? Ignoring having one on one services. That's the number one indicator is going from buy our course or bust to you can work with us. One on one means we have a giant backup backlog of people who had no access and now the door is cracked open. That's huge. I mean that's, that's that's a lot of value. And because of that we're able. Most of our calls come from our kit automations and you know, kit. Whatever tool you're using, whatever it, it's just automated sequences that we have one that's a boomerang that we add everyone into every 90 days. They get an invitation to book A call endlessly. They never leave. They can unsubscribe if they want to, but they will forever be invited to book a call warning. Until you either book a call or buy something that makes you disqualified for the call. The other thing I would say is YouTube. Right. Like, I've picked one platform. I would like to say I'm getting good at it. I'm not there yet.
B
For reference, how many subscribers do you have on YouTube?
A
I think it's like 150,000 on B2B business process. So, you know, the numbers aren't quite comparable to the sexier topics, perhaps.
B
Well, it's one of those things that people often realize, you know, if you're in food and recipes and it's like, oh, I got a million followers on Instagram. Like, that is a hard thing to do.
A
Yeah.
B
But it's way harder to do it in, like, a niche business processes or marketing or that.
A
Talk about SOPs.
B
Yeah, yeah, exactly. Yeah. It's a different. A different thing. And so what's made the biggest difference in growing on YouTube and getting to that? 150,000 subscribers.
A
So what got me here, got me there, or will get me there? It's been the same thing the whole time of customer or lead questions, generating the next video. So I, you know, my YouTube strategy is very simple. I don't really know what I'm doing. I just take a question or a prompt. I have now a YouTube agency that I've, like, invested in, like, hey, help me with the packaging. Because I know I suck at that. I'm gonna be, like, very literal. You need to make it sexy. So they make it sexy. And then I film the sandwich. They got the bread. I fill it in. And the way I film how I go about that is I usually take a few bullet points of like, here are the things I want to make sure, you know, by the end, and then I just talk. And that's how I make a YouTube video.
B
And then. Are you going to a lead magnet? A call to action.
A
In some way, that part that does seem important. So, yeah, I have some rules around this that I've kind of built over the years because I like numbers. So in the first 20 seconds, I need to make sure that I mentioned kind of the promise of the video. And I haven't. Two hooks. The opening hook and then the hook to the first intro. In the first intro section, around 30 into the video, I want to have a first call to action of some kind. So this is like, you know, tip number one is make sure you eat sushi every day. By the way, if you want my sushi recipe pack, it's in the description below. But let's move on. So I'll do something like that. I don't do anything with sushi right on the mind now, but that would be an example in the very beginning of the video and then I will also also do that again at the end. What I find myself doing more often these days is actually having multiple call to actions. So the way I do this is usually naturally. We've done 700 videos, 450 or so long form YouTube and I remember pretty much everyone. I don't remember their names because now they're all packaged to be sexy, but I'll just say like, yep. And we have a video on the best business model for your personality type up here, here. And I will just link up two hands because I never remember which side the cameras flip to and that's how I'll do it. So I'll link to other videos and I'll link to at least two call to action, but oftentimes three or four in a 15 minute video. It's the first link in the description. So it shows up before the preview, the. Read more first pinned comment. None of this I do, by the way. It's just our process. We send it out to our newsletter pretty immediately upon publishing with again that same feature. And all of our subscribers pretty much are from YouTube.
B
What I love about it is you've implemented a very sophisticated business that's also very simple. Yeah. So you know, other people would be like, why aren't you on TikTok? Why aren't you on, you know, wherever else doing all these other things? And you're like, because YouTube and email work really well. And then I book calls and you work can work with me in these two ways.
A
And, and because I did YouTube and Facebook and TikTok and I realized I was like, oh, this is stupid, it doesn't work. I didn't actually know. I just did it wrong and then realized I was wrong.
B
Thank you so much for sharing this entire story. I think it's going to be so inspirational for people who, you know, are stuck at the ceiling in some way and says, oh man, I've made this really complicated business that's not getting me the life or the revenue that I want. And you've laid out a path where you're like, look, you can actually go from products the pinnacle of all your time and then say, let's actually move back one ladder. Yeah, let's go to productized services and have the ideal life in business and more customer outcomes and all that.
A
Absolutely. Well, thank you so much for having me. I'm glad to share this. I felt so lonely when I was at that block. It felt like, am I an idiot? Am I the only one stuck here finding Tim and others who was like, oh, no, this is a real thing. It was really, really helpful. So I hope it helps somebody else.
B
I love that. Where should people go to check out your YouTube channel if they want to work with you? Any of those things?
A
Yeah, go find me on Instagram. Just kidding. I'm not on anything. I'm not on anything. Find me on YouTube under my name, Leila Pomprey. Or go to ProcessDriven co. That's where we have all of our freebies. And yeah, people can find out about how to work with us and book a call before I change my prices again.
B
Yes, exactly. Hey, that's some good urgency.
A
Yeah. There we go. There we go.
B
Perfect. Thanks so much for coming on.
A
Absolutely.
B
If you enjoyed this episode, go to YouTube and search the Nathan Barry show. Then hit subscribe and make sure to like the video and drop a comment. I'd love to hear what some of your favorite parts of the video were and also just who else you think we should have on the show. Thank you so much for listening.
Title: Forget Courses, Launch This In 2026 To Double Your Revenue
Guest: Layla Pomper (ProcessDriven)
Release Date: July 30, 2026
In this insightful episode, Nathan Barry sits down with Layla Pomper, CEO of ProcessDriven, to challenge the “courses-first” mentality omnipresent in the creator economy. Layla shares how course creators consistently hit revenue plateaus and how layering a productized, high-touch service transformed her business model and success. Nathan and Layla discuss offer design, sales process, metrics, audience building, bottlenecks, and the realities behind both “passive” and service-based revenue. This episode is a must-listen for any creator-business owner looking to break past stubborn ceilings and build a flywheel that actually drives outcomes and revenue.
[01:11] - [04:29]
“I was kind of telling folks like, hey, I've got a passive business ... But it's the passive income dream. And I'm deeply unsatisfied with it…” (A, 03:28)
[00:00], [01:29], [04:35] - [08:44]
“One of the biggest unlocks in terms of conversion rates on sales calls was quoting the number as a monthly rate.” (A, 00:27; [07:21]-[08:44])
“We just added that human touch into it, and that is the piece that has changed everything.” (A, 06:45)
[09:20] - [12:32], [55:42] - [57:43]
[11:11] - [13:42]; [35:11] - [36:12]; [61:27] - [62:34]
“I talk 20 to 30% of the call. ... It's extremely diagnostic, and I think it's just because I literally don't know how to do it the proper way.” (A, 12:07)
“...if we were grabbing coffee, I would suggest that you don’t work with us. Here's why. You should probably go check out these guys instead.” (A, 12:46)
[14:24] - [17:13]; [23:20] - [25:26]; [61:45] - [63:16]
[25:26] - [26:37]
“I actually basically went back to what I was doing in 2019... Everything we're doing is just simplifying back to what I did essentially as a one and a half person business, except now doing it at a different level...” (A, 26:11-26:37)
[21:41] - [22:26], [65:32] - [68:59]
[61:38] - [63:16]
On adding services:
“I was able to essentially triple our monthly income … and that is the piece that has changed everything.”
(A, 00:00; 06:45)
On a sales unlock:
“One of the biggest unlocks in terms of conversion rates on sales calls was quoting the number as a monthly rate.”
(A, 00:27; 07:21)
On being stuck at a revenue plateau:
“It's cursed, it's cursed.”
(A, 04:29)
On the role of services:
“They should on services because they're like, ah, God, so much work, execution ... It is the best research into— you are paid to make your product better.”
(A, 47:41)
On tracking time & underpricing:
“A lot of people don't track their time at all ... I think tracking your time is phenomenally helpful if you do services. I would almost say it's a requirement.”
(A, 63:16)
On what gets results:
“It does not take a large audience by any means to make a really sizable and meaningful business. But most people don't think about it.”
(A, 21:41)
On closing rate philosophy:
“Close more than 50%, you're doing something wrong. Not good.”
(A, 35:11)
The conversation is energetic, practical, and candid—mixing business smarts with relatable confessions about mistakes, setbacks, and lessons learned the hard way. Layla admits to past avoidance of services, cultural narratives around “passivity,” and the personal journey required to break through. Nathan guides the episode with a blend of coaching, affirmation, and drawing out specifics and numbers that listeners can act on.
“Everything old is new again.” — Layla Pomper ([30:44])
“You are paid to make your product better.” — Layla Pomper ([47:41])