In this episode of the Deeply Rooted Business Podcast, we’re bringing a little Marie Kondo energy into your business and trust us, it’s exactly the vibe we need right now.

Inspired by The Life-Changing Magic of Tidying Up, we’re talking about how simplifying your business—your offers, your content, your metrics, and even your client boundaries—can not only reduce burnout, but actually increase joy and profit.

If your business has started to feel heavier than it should, this episode is your permission to let go of what’s not working and make space for what sparks joy.

Link and resources mentioned:

• Our beef with boundaries: https://player.captivate.fm/episode/4376edf4-a304-4b5d-a1ac-f9f36af55f54/

In this episode, we cover:

• 00:09 How Marie Kondo inspired the way we run our businesses
• 02:08 Editing down your offer suite so it works for you
• 06:35 Boundaries that protect your energy (and your joy)
• 07:22 Simplifying your content strategy to avoid burnout
• 11:06 Focusing on metrics that actually matter

Today, we’re sharing the behind-the-scenes tools and strategies that help us—and our clients—get more done without burning out.

We’re diving into the ways we use AI, automation, and systems to run our businesses with more ease and less manual effort. From delegating to AI assistants (yes, we talk ChatGPT!) to setting up automated workflows and organizing everything inside Notion, we’re giving you a look at how we streamline our day-to-day so we can focus on what really matters.

If you’ve ever felt like you're doing way too much or wearing every hat in your business, this episode is your permission slip to work smarter. These tools have helped us operate like a much bigger team and still have energy left for life outside of work.

In this episode, we cover:

• 02:15 How we use AI tools to lighten the load
• 04:28 Crafting better prompts for ChatGPT
• 06:50 Our favorite automations that save hours each week
• 11:17 Building a second brain with Notion
• 14:52 Where to start if you’re feeling overwhelmed

Links and resources mentioned:

• Build a Quiz Funnel That Works For You: Our Favorite Lead Magnet Strategy: https://player.captivate.fm/episode/0fb76578-d1de-4599-a0c3-511bda1298bd/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

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Setting boundaries in business is easier said than done. Today, we share our personal experiences and insights on navigating the challenges of establishing and maintaining healthy boundaries as entrepreneurs.

Whether you're a new business owner or have years of experience, this episode offers relatable stories and actionable tips to help you create a sustainable and balanced business.

In this episode, we cover:

• 02:24 The lies we tell ourselves about boundaries
• 03:29 Importance of saying no
• 04:50 Availability and communication
• 08:09 Charging for your time
• 11:37 Systems and automation to help you with maintaining boundaries

Links and resources:

• From Burnout to Balanced: Resetting Your Business When Everything Feels Like Too Much: https://player.captivate.fm/episode/ac362c4c-31c2-4704-a88d-e1c3e8b42e06/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

_________________

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Rachel's Instagram

Feeling buried under your to-do list? Trust us, we’ve been there. In this episode of the Deeply Rooted Business Podcast, we’re having a real and honest conversation about what it looks like to manage overwhelm, especially as Q1 wraps and the pressure to stay productive is high.

We’re sharing personal experiences and walking you through the exact process we use to reset when life and business feel like a lot. This isn’t about pushing through—it’s about pausing, getting grounded, and finding a rhythm that works.

From evaluating our calendars to simplifying our task lists, these are the steps we come back to anytime we need to breathe, regroup, and move forward with intention.

In this episode, we cover:

• 02:48 Why you need to acknowledge the overwhelm
• 05:11 How to reset your calendar with strategy and intention
• 12:00 Use our favorite reset tool—The Five D Method (Dump, Delete, Delay, Delegate, Decide)

Links and resources:

• Design a Life First Work Schedule: https://www.youtube.com/watch?v=yC8AkXcJckU
• Are YOU the Bottleneck in Your Business?: https://player.captivate.fm/episode/25be516c-ac45-458c-a632-cee9b731ac2a/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

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Ever wondered what it really takes to pull off a multi-million dollar launch? In this episode, we’re giving you a behind-the-scenes look at a $3M+ launch that I (Jess) had the honor of managing—and Rachel is asking all the questions to help unpack the strategy, systems, and lessons that made it such a success.

Whether you’re planning your first launch or looking to scale your next one, you’ll walk away with practical takeaways, big-picture insight, and encouragement to trust your process.

In this episode, we cover:

• 02:25 The big differences between high-level launches and everyday campaigns
• 05:52 How we mapped out the entire strategy in advance
• 08:08 Using masterclasses to build trust and deepen engagement
• 13:09 Real-time adjustments, last-minute pivots, and staying agile
• 19:41 What it takes from your team—and what we learned from the process

Links and resources:

Listen to the rest of the Launch Series

• 5 Essential Steps to Avoid a Flopped Launch: https://player.captivate.fm/episode/367ac74b-c9db-44bf-933f-62b87c86fc8d/
• Black Friday 2024: Early Planning Secrets for Maximum Profits: https://player.captivate.fm/episode/0f6cfc09-05d1-4963-9c24-52ce55ef8be2/
• Master Your Launch Timeline: Step-by-Step Guide to a Stress-Free Launch Calendar: https://player.captivate.fm/episode/98153731-2a22-4a85-828e-666863d27230/
• Evergreen Sales Funnel vs. Live Sales Launch: https://player.captivate.fm/episode/feae25b3-3c71-4567-a1ef-a6b54742dcb2/
• 4 Tips to Maximize Profits and Minimize Stress During Your Next Launch: https://player.captivate.fm/episode/bf2517d8-75ac-4d42-adcb-60a61c50f980/
• The Launch Cure: How to Diagnose and Fix Your Launch Problems for Better and Bigger Results: https://player.captivate.fm/episode/207c91c7-294c-40a3-b808-2fdfbf3d8ed9/
• Demystifying Your Launch Analytics: https://player.captivate.fm/episode/3330bd67-286e-4d1d-b92a-ca1f188c3432/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and...

Want to create a lead magnet that not only grows your email list but also drives sales and builds real connection with your audience? In this episode, we break down our ALIGNED Quiz Funnel Framework—the exact method we use to help service-based businesses turn quiz takers into clients.

Whether you're a coach, dietitian, practitioner, or creative entrepreneur, this episode walks you through how to use quiz funnels to attract the right leads, segment your list, and automate your marketing in a way that still feels personal.

If you’ve been wondering how to build a quiz that actually supports your sales goals, this is the deep dive you need.

In this episode, we cover:

• 00:18 Why quiz funnels work (and why we love them)
• 01:54 What is the ALIGNED framework?
• 03:16 Attract attention with a scroll-stopping quiz title
• 05:55 Leverage strategy: aligning your quiz with your offer
• 08:03 Inspire trust: use your questions to build credibility
• 09:48 Guide the next step with clear, personalized CTAs
• 12:06 Nurture relationships with follow-up emails
• 13:27 Educate with insights that add value

Links and resources:

• Quiz Funnel Build: https://www.thelaunchcollaborative.com/quiz-funnel
• TryInteract: https://www.tryinteract.com/
• The Aligned Leads Formula: The Proven Framework to Grow an Email List for Coaches That Sells: https://player.captivate.fm/episode/b5768760-d16f-419e-949c-eda8006034d6/
• Breaking Down the Email Nurture Sequence: What to Send After Someone Joins Your Email List (Most Get This Wrong!): https://player.captivate.fm/episode/71f6206d-1c57-4413-b665-ac07cb2a6773/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

_________________

Hang Out & Say Hi!

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Jess Instagram...

You’ve done the work to attract aligned leads to your email list—now what? If your strategy stops at “send them a welcome email and hope for the best,” you are leaving money on the table.

In this episode, we break down the email nurture sequence and how to guide new subscribers from interested to invested. We see so many business owners get this wrong by either selling too soon or failing to build trust. So, we are walking you through exactly what to send, when to send it, and how to turn your email list into a client-generating machine.

In this episode, we cover:

• 02:00 The number one mistake business owners make in their nurture sequence (and what to do instead)
• 05:30 The difference between newsletters and nurture sequences
• 08:15 The Hare vs. Tortoise Buyer Psychology
• 14:30 The four-phase nurture sequence framework to build trust and increase conversions
• 18:50 How to weave in client success stories without feeling salesy
• 21:20 Why “Oops, forgot to introduce myself” is the worst second email ever
• 24:10 How to create a nurture sequence that works for your business instead of relying on cookie-cutter templates

Link and resources mentioned:

• Season 5 Episode 14: The Aligned Leads Formula: The Proven Framework to Grow an Email List for Coaches That Sells: https://player.captivate.fm/episode/b5768760-d16f-419e-949c-eda8006034d6/
• Season 5 Episode 15: From Leads to Loyalty: Increasing Sales & Enhancing Client Retention Through Strategic Email Marketing: https://player.captivate.fm/episode/5d88206b-1d01-4cdb-9fe0-59892944d465/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

_________________

Hang Out & Say Hi!

Deeply Rooted Business Instagram

Jess Instagram

Rachel's Instagram

What if your marketing could work for you—attracting leads, nurturing clients, and boosting sales—without adding more to your plate?

In this episode of the Deeply Rooted Business Podcast, we are breaking down the marketing funnels every service provider, coach, dietitian, and practitioner needs to bring in more clients and increase revenue—without the overwhelm. We’ll dive into lead magnet funnels, onboarding funnels, and upsell/downsell funnels—showing you exactly how they can streamline your business, improve client experience, and maximize sales. If you’re tired of feeling like you have to hustle for every sale, this episode is packed with practical strategies to help you work smarter, not harder.

In this episode, we cover:

• 05:46 Essential marketing funnels for service providers
• 07:54 Creating high-converting lead magnets
• 17:56 Onboarding funnels for client retention
• 21:22 Upsell and downsell strategies
• 27:05 Understanding your customer for better marketing

Links and resources mentioned:

• The Aligned Leads Formula: https://gal-agency.com/aligned
• The Aligned Leads Formula episode: https://player.captivate.fm/episode/b5768760-d16f-419e-949c-eda8006034d6/
• Jess Creatives Online Business Survey: https://jesscreatives.com/blog/online-business-2024/

Connect With Us:

Jess Website

Rachel's Website

__________

Work with Us 1:1

Rachel's Services

Jess's Services

__________

Learn with Us

Get Jess's Sustainable Success Systems Starter Kit, a Notion Business Management Systems that takes your business from overwhelmed to organized with 4 foundational workflows. <>

Diagnose Common Launch Problems and Fix Them Fast! Get the Launch Cure Guide : https://www.thelaunchcollaborative.com/launch-cure

Get Rachel's Guide to a High-Converting Email list to learn 4 shifts to elevate your emails & embrace sustainability in your marketing. <>

_________________

Hang Out & Say Hi!

Deeply Rooted Business Instagram

Jess Instagram

Rachel's Instagram