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Sarah Jolly Jarvis
Foreign. Hello and welcome to the UCAN Podcast. I'm your host, Sarah Jolly Jarvis, and we are on episode 33. How has that happened already? Well, I've been talking over the last couple of weeks around automation and tech and when to use it, when not to use it, the value it brings, how it can free up time, how you want to be using it at the right time to create opportunities in your business. So, you know, you've kind of got clear on should I be using it, should I not? And now it's kind of like, well, okay, do I do it myself or do I pay someone else to do it? And that is the next step we're going to be talking around today is to DIY or to delegate. And so I'm going to be sharing with you my own take on this, plus some key things to think about when making this decision. So the DIY versus hiring dilemma. Yeah, it's a decision decision that often comes down to budget. Okay. Particularly if you're in the early stages of business, you feel you have to DIY it, you have to do it yourself because the cost incurred with people doing it for you. But if the timing's right. So please, if you haven't done so already, do tune into last week's episode. So episode 32, where I share with you, when is the right time? Then your offer is price and your offer is priced correctly. You should have the funds to get help. Unless you are taking too much money from your business, which is what I covered in. I can't even remember what episode it was now. But, you know, you can be in a position where if you're taking out too much to cover your own expenses, then your business isn't a position to support itself. And so, you know, if you haven't got the funds to ask yourself, why do I need to be putting this automation into place yet? And if the answer is, yeah, you know what I do, then it's like, okay, well, where is that money gone? And remember, it's your business.
Martin
So.
Sarah Jolly Jarvis
So if you want to take all the money out of your business, if you don't want to have that money in your business for development, then that's your choice, okay? But it's being aware, where has this money gone? Why can't I spend it in areas that would help me and potentially speed up the process and give customers a better experience? Just because you can do it yourself, okay? Just because you've seen that other people do it and people have shared with you their journeys or you've looked on YouTube and you've seen how people talk people through it, it doesn't mean you should. Okay. Or does it? Well, the things to think about, if you are thinking, yeah, you know what I think I'm going to do it myself is how much do you actually need to learn? So for me, I am not an overly techy person. I have done little bits with websites. I can do updates. I'm generally quite good when something is in place to follow a process to get things up and running. I have delved in deep on things like go high level with the CRM and areas like that because they have been relating to my skill set, which is the sales, which is the marketing. And so it has made sense for me to upskill myself on these elements because I am constantly in people's CRMs, I'm constantly in my own CRM looking at what's going on, what's going on with clients, where they are, where the opportunities are, if the pipeline is strong enough, etc. So for me it made sense to learn those things because they kind of complemented what it is that I do. Okay, I help people with their businesses and so to be able to basic understanding of different, you know, ways of setting up sites, navigating, putting up courses. I tell people to go and do courses and put courses online. If I didn't know how to do that, if I wasn't aware of the processes involved, then I feel that would take away what I can bring to the party and how I can help these individuals. But if you are somebody, for example, who I've worked with clients who are estheticians or dentists and if you're a dentist, there is no value. You know, when you've got somebody with their mouth open on your, on your chair going to them, you know what, I can show you how to create a course, I can show you how to update it on. Go high level. They're going to be like, that's great. Do you actually know anything about teeth? And so you know it is way outside of your skill set. It's not something that's going to bring value understanding. It isn't going to bring any value to your end customer. Okay, so equally, if you are a massive, massive tech phobe, but you want to have something up and running that is technology based, then you've got to either understand, you know what I mean, I need to get my head around this or I'm going to be able to choose the right people or know that I've got the right safety blanket and set up there for me if something goes wrong with this that I'm not going to be left with not knowing how to fix it, who to fix it, what to do. So how much you actually need to learn that learning curve? How steep is it? How much do you want to learn? Yeah, so if you are a massive tech phobe and you don't really want to learn about it, it doesn't really have any value. It's just one of those things that needs to be done. And once it's done, then the idea is, is that other people could help you maintain it, then get those people involved at that initial stage, also the how long it will take you. So, you know, I have spoken to people who have spent days, literally days, doing something that somebody who knew what they were doing would take an hour to do. And not only is that really demoralizing, but also it's just an absolute waste and a devaluation of the value of your time. You could have spent that time adding value to somebody and actually getting paid for that. They could have spent time with clients, they could have made the money back, you know, doing days, something that an expert could take an hour to do. You know, your time is money. Like if it's taking you away from your family, even if you know what you're like, well, I don't have any clients right now or then that's the question whether or not you should be doing tech. But, you know, if I don't have that many clients right now, then you could be doing business development to get the clients. You could be working for minimum wage and probably end up being better off, particularly for that. Those individuals who spend days doing stuff, it would take an hour, they would be absolutely better off getting some sort of temporary work and doing those few hours and then paying somebody else to do it, and it would have taken them less time. So my personal belief on this is that even if you plan to outsource, even if you're going, you know what, I'm never going to touch this ever again. Upskill yourself a little bit. So you understand the basics. If it is a fundamental element of your business, you kind of want to know what to do with it, don't you? It would be like having a child and it being your child, but relying on somebody else to change its nappy. Is that a fun job? Absolutely not. But is it an essential job? Yes. Is it one that you're not always going to be able to call on somebody else to do? I believe so. You know, even if you had people in if you had a nanny, they need a day off but you know that kid's going to keep pooping so you might as well learn how to do it. And it's the same with your business is yes, you can have an individual who you're like this person really knows their stuff. They're in house, I'm paying their wages, they're going to be here. Once that person's off ill, what happens if that person leaves? You don't want to be in a position where you know so little about it that you haven't even got an understanding of who could do the job, who would be suitable if that person was doing a good job or if they weren't. You can easily be between juggling client meetings, managing your website, keeping up to.
Martin
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Sarah Jolly Jarvis
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Sarah Jolly Jarvis
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Sarah Jolly Jarvis
Taking advantage of, and that's something that we find all the time from an agency point of view, is that people will come to us and say, this person is doing this, but is that right? And it's really sad because the vast majority of the time when they're telling them this doesn't seem right. It's because it's not. And so these people are being taken advantage of because they have no idea how to run ads. So even if, you know, you're thinking, I want to outsource this as soon as I can, then I would encourage you to delve into it a little bit. But that is my personal belief. Does that mean you have to create an entire funnel? Does this mean that you have to do all the automation? I don't think it does, but it does mean that you need to understand it a little bit. So, you know, getting somebody and working alongside somebody, asking them about it and better understanding, you know, can be a great way of doing it. Because they're doing it, you're getting an expert to help you do it. I'm a massive, massive fan of mentoring. Martin also does mentoring with the ads. And, you know, that can really help because they are directing you, they are giving you the correct information, you're getting the correct outcome, but you're getting that support along the way. So you're not wasting money, you're not wasting time, but each step of the way, you're able to speak to that person and to get their feedback. That would be my preferred way of doing it, but that's not always possible. Okay. My thought process is you don't have to be an expert, but knowing that something doesn't sound right or work right or that doesn't seem to be my understanding of it. And being able to, you know, open up the software, look through the software, ask questions on it, is a good place to start. If you can get somebody who can help you to create it and you can go off, they can say, right now you need to do this, then you can go off and do it. I feel that is a better position because you can, you can understand it. You can understand the steps you had to do. But, you know, it might be then that you can, you know, you're going to get that finished to that standard of that individual. But you're going to get a better understanding in the process that that's my preference. But it is absolutely entirely up to you if you do hire. Okay, what do you need to look for? So you've decided, you know what, I don't want to touch this.
Martin
I'm just going to make it go all wrong.
Sarah Jolly Jarvis
What am I looking for? What am I going to do? Well, look for experience. Do they actually know what they are doing? Ideally, get a recommendation from somebody. Okay, personally, if you can. But if not, then look at reviews or client success stories. If they, if they are quoting somebody, and this is the thing, right, with social media is, is they, they quote somebody so they do a screenshot of that person or that person's name, it is very easy to find that individual again and to speak to that individual and find out what their experience was like. Are they still experiencing the positive things they were putting, they put into that, that testimonial or that feedback, equally like Google reviews, you can see that somebody is verified. It's an actual bona fide review. It's not just that person getting their auntie or something else to do it. That person is of that name with that account. And so you can do your due diligence. You know, ideally it is somebody that you know in the business world who's used that person before, but that is not always possible, particularly if you're not surrounded by individuals who are doing what you're doing, who are on the same journey as you. So, you know, look at their reviews, look at their client's success stories, chat to those clients. I've had people ask if they can speak to my clients and absolutely they can. And I'm more than happy to do that. So, so, but, you know, it depends on the individual. It depends on where they are in their business. Somebody who won't let you talk to their clients. Somebody who starts with the whole, well, if you're not able to make a decision without doing that, then you're probably not right for the program, et cetera, et cetera. Trying that kind of reverse psychology on you. Absolutely. Steer clear. If that person won't let you anywhere near somebody who's used them, there's a reason for that and it's because that person, in my opinion, it's because that person isn't going to give you the review that you're looking for or that they'd hope to get in order to get your money. So what I would do is avoid the trap of paying someone who over complicates things or sells you a solution you don't actually need. So, you know, a good rule of thumb is to hire for strategy, not just for the execution side of things. And what I mean by that is, you know, you're saying to somebody, this is what, you know, I think that all I want to do is do this. And they're, they're selling you into this resource and that resource and this software and all you'll need that. And if they're bamboozling you, if they are not able to provide you succinctly with a clear understanding of what they.
Martin
Would do and what they would bring.
Sarah Jolly Jarvis
To the project, then, you know, they're kind of, you end up feeling a bit sort of bamboozled with the whole thing. Then I would, I would steer clear. Okay, so go for somebody who doesn't over complicate it, who talks to you, where you're at with your understanding that you've got, okay, and a solution that you're actually wanting. Not something which is even more complex, which is even more wrapped up in support and additional expenses or resources or complications. You want to keep it as simple as possible and you want to look at the work that they've done. If, for example, if you're looking at a funnel, go through a funnel that they've created, look at it, see if you actually, you would like your customers to have the same experience. And you know, that would be what I'm looking for. Again, you can go back to social media, you can look at the reviews that they've got, see how those individuals are using those resources, if they are still using those resources and what sort of experience, user experience you get using them. If you aren't sure what bits were created by that person or how the tech or what tech they helped with, then reach out to that individual and ask them. Um, you know, you, you gave a testimonial for this person. Um, I'm just wondering, you know, what, what they did for you. Um, and, and, and if I can see an example of that, if that is something that you're still using. Okay. The key here is to understand balance, know enough to make informed decisions. But don't get stuck in that DIY mode creating something for weeks on end, for months on end. Um, that's going to slow your business down. If you are not working within your zone of genius, if it doesn't add to your zone of genius, then get involved and know enough. But that doesn't mean you have to be doing all that implementation. Okay? You can get somebody to do it for you and ask loads and loads of questions and get more clarity. Okay? The key things to ask yourself are how much do I need to learn? How much do I want to learn? And how long will it take me to do this? And is that investment worthwhile? If your offer is priced right, you should be able to reinvest in hiring help when that time comes, when it is right for you. Okay, if you are thinking, you know what, I haven't got those funds, why haven't you got those funds? If you haven't got those funds because you haven't generated the income yet, then go back to Last week's episode, episode 32 and listen to when is a Good Time. My final thoughts on this, guys, are whether you DIY or you delegate, make sure tech is working for you, not just making things more complicated. It's supposed to make your life better, easier. It's supposed to make your customer journey better. So that's it for me this week, guys. Thank you so much for listening. If this episode helped you, then please share it with a fellow business owner. Subscribe for more insights on building a business that works for you, and I look forward to speaking to you again next time. Bye for now.
Podcast Summary: DIY or Delegate? The Smart Way to Approach Tech
Podcast Information:
In episode 33 of You Can! Inspiring Women In Business, host Sarah Jolley-Jarvis delves into a critical decision facing many entrepreneurs: whether to handle technology tasks themselves (DIY) or delegate them to professionals. Building on her recent discussions about automation and technology, Sarah aims to equip women in business with the insights needed to make informed choices that align with their business goals and personal capacities.
Sarah begins by contextualizing the DIY versus delegation decision within the broader scope of business automation and tech implementation. She emphasizes that while technology can significantly streamline operations and enhance customer experiences, the decision to manage it personally or outsource depends on several factors.
Key Considerations:
“If your offer is priced right, you should have the funds to get help. Unless you are taking too much money from your business, which is what I covered...” [01:00]
Sarah shares her personal journey, admitting she's not an inherently tech-savvy person but recognizes the importance of understanding essential tech elements that complement her business activities, such as CRM systems like Go High Level. She stresses that entrepreneurs should assess their own comfort and competence with technology before deciding to DIY.
“I am not an overly techy person. I have done little bits with websites. I can do updates...” [02:10]
Decision Factors:
One of the pivotal points Sarah discusses is the trade-off between time spent on tech tasks and the potential revenue that could be generated if that time were instead invested in client-facing activities. She warns against the hidden costs of DIY, where tasks that could take an hour by a professional might consume days.
“Your time is money. Like if it's taking you away from your family, even if you know what you're like...” [04:15]
Implications:
When choosing to delegate, Sarah outlines several strategies to ensure the process is smooth and beneficial:
Seek Recommendations and Reviews: Prioritize professionals with proven track records and positive testimonials.
“Look for experience. Do they actually know what they are doing?” [10:05]
Evaluate Client Success Stories: Investigate how previous clients have benefited from their services to gauge potential outcomes.
Prioritize Strategy Over Execution: Hire individuals who can contribute strategically rather than merely executing tasks without overarching business insight.
Maintain a Basic Understanding: Even when outsourcing, having a foundational knowledge enables better decision-making and oversight.
“You don't have to be an expert, but knowing that something doesn't sound right... is a good place to start.” [06:30]
Sarah cautions against overcomplicating tech solutions and hiring professionals who may upsell unnecessary services. She advocates for simplicity and clarity in communication to ensure that the tech implementations align with business objectives without introducing additional complexity.
“A good rule of thumb is to hire for strategy, not just for the execution side of things.” [12:45]
Red Flags:
In concluding the episode, Sarah reiterates the importance of technology serving as a tool to enhance business operations and customer experiences, rather than becoming a burden. Whether choosing to DIY or delegate, the key is to ensure that tech solutions are implemented thoughtfully and efficiently, supporting the entrepreneur’s vision and freeing up time to focus on what truly matters.
“Whether you DIY or delegate, make sure tech is working for you, not just making things more complicated.” [16:20]
On Budget and Delegation:
“If your offer is priced right, you should have the funds to get help.” — Sarah Jolley-Jarvis [01:00]
On Time vs. Money:
“Your time is money. If you're spending days on something that takes an expert an hour, you're losing out.” — Sarah Jolley-Jarvis [04:15]
On Hiring Strategy:
“A good rule of thumb is to hire for strategy, not just for the execution side of things.” — Sarah Jolley-Jarvis [12:45]
On Tech Simplification:
“Make sure tech is working for you, not just making things more complicated.” — Sarah Jolley-Jarvis [16:20]
In this episode, Sarah Jolley-Jarvis offers valuable insights into the decision-making process surrounding technological implementation in small businesses. By balancing personal capability, financial resources, and the strategic value of time, entrepreneurs can make informed choices that propel their businesses forward while maintaining balance in their personal lives. Whether opting to DIY or delegate, the ultimate goal remains the same: leveraging technology to create a seamless, efficient, and customer-centric business operation.