Daniel J. Lewis

Internet entrepreneur, award-winning podcaster, podcast consultant, keynote speaker

  • RSS
  • X
  • Facebook
  • LinkedIn
  • Pinterest
  • Snapchat
  • Instagram

Powered by Genesis

Serving More People Better by Delegating and Reducing Accessibility

October 26, 2017 by Daniel J. Lewis Leave a Comment

For years, I've prided myself on my accessibility. When someone emailed my podcasts or my businesses, I would personally read and respond to every message. It would sometimes take weeks or months for me to respond, but I refused to let someone else do it for me. I wanted to keep my hands in every aspect of my business—even in the design and coding of projects.

I was the superhero of my business.

Even though I knew that business style can't scale, I held on tightly. I considered it a badge of honor for me to directly serve my audience and customers, and to be skilled enough to design and code well.

But the truth is that badge and my pride were getting in the way, weighing me down, and thus actually preventing me from serving as many people. Even those I could serve were often not getting my best.

As is the brilliant title of a friend's podcast, I need to mature “from founder to CEO.”

Growth is what all podcasts and businesses want, but it's also the hardest thing to handle. Growth requires more financial investment, better planning and communication, andmore trust in others.

With properly guided growth comes higher returns, a stronger team, and greater outreach.

Thus, with both anxiousness and delight, I must officially let go of many things I've been holding on to:

  • Answering emails
  • Customer service
  • Product administration
  • Graphic design
  • Web programming
  • Video production
  • Accounting
  • And even some of my writing

This will be a hard transition for me. Many of these things will take longer for me to train than to do myself. That's only a short-term problem with long-term gain.

Most importantly, this will allow me to better serve more people because I won't be so burdened with the details.

So if you email my podcast or my business, you may get a response from someone on my team and I may never read the message myself. I hate that I can't promise a personalized response from myself, but that's now an impossible promise to keep while providing for my family.

I'm no longer only the entrepreneur, I'm the teamleader—the CEO.

By focusing on the right things for me, I can serve you better and reach more people at the same time.

Filed Under: Business, Family, Productivity

Taking a Sabbatical

June 2, 2016 by Daniel J. Lewis Leave a Comment

Taking a Sabbatical

I'm sure you never have a stressful day, week, month or year. Everything you touch turns to gold, right? Isn't that what it's like for all smart people on the Internet?

You know I'm joking! Podcasting, whether for business or hobby, can be stressful at times. And running a business, no matter its underlying passion, can also be stressful.

So I'm doing something radical.

I decided to take a kind of sabbatical. For the month of June, I'll be unavailable for consulting, interviews, answering questions, responding to feedback, or any other business. All requests will be automatically archived and may not receive any personalized responses. I will be available only to members of Podcasters' Society, and customer-support for my products will continue. If you need something from me, please contact me again after July 15.

I will continue to publish episodes of The Audacity to Podcast, possibly some thoughts on this blog, and maybe some other content.

This won't be a work-free sabbatical. During this time of reduced demands, I will focus on making Podcasters' Society even better, including new courses, resources, and other value exclusive to members of Podcasters' Society.

Being transparent with you, I'm nervous about this. But I think the timing is right. Plus, while I was already considering this, I heard several podcast episodes confirming this is the right thing for me to do right now.

  • “Why YOU Should Take a Sabbatical,” from ProfitCast with The Real Brian
  • “Breaks: Planning, Executing and Re-acclimating after time off work,” from Beyond the To-Do List with Erik Fisher
  • “Can You Pause Your Business?” from $100 MBA with Omar Zenhom

I still have a lot of things going: several of my network's podcasts need your daily votes in the Podcast Awards, I'm preparing for Podcast Movement (as a speaker and a sponsor), The Audacity to Podcast was nominated for an Academy of Podcasters award, I'm re-opening Podcasters' Society on July 1.

Plus this very special announcement:

Audio Player
http://traffic.libsyn.com/noodlemx/Trailer2016.mp3
00:00
00:00
00:00
Use Up/Down Arrow keys to increase or decrease volume.

This is what I need to do, and I'm looking forward to it! I encourage you to consider how you might be able to take your own sabbatical this year.

When I sent this to my podcasting newsletter subscribers, I received wonderful cheers and encouragement. Even as I respond to consulting requests or halt business talks, everyone has been understanding and supportive!

Here's to focus, clarity, and renewed energy!

Filed Under: Business, Family, Motivation, Productivity

What I Need in a CRM

May 5, 2016 by Daniel J. Lewis 8 Comments

My podcasting business and responsibilities have grown enough that I realize I need a customer relationship management (CRM) system.

That feels a little too corporate to me. It's like I'm becoming a robot without a personality. But I'm very quickly overwhelmed with the requests for my attention and this is a way out of that. I really want to be accessible and spend time fully responding to every message, but I can't respond to everything for free, or else I would be a bad steward of my time and my responsibility to provide for my family.

A big source of such stress comes from my multiple inboxes. Requests for consulting, questions about products and services, questions about podcasting, feedback for my podcasts, and more. I can't handle it all, so that's where a CRM can help me and my assistants tag, organize, prioritize, and respond to each important message I receive.

My search for the right CRM has been frustrating. Thus, I invite your suggestions—whether you're a user or employee of a CRM provider.

Here's what I need in a CRM.

Integrate with/take over email accounts (potentially Gmail)

All of my email addresses are merely aliases that forward to a single Gmail account. These messages do receive some automated filtering and tagging within Gmail. Then, I can send from any these aliases.

I need a CRM to take over these email accounts for future conversations, plus integrate with previous conversations I've already had.

Allow collaboration

Many messages that I receive can be answered quickly by pointing to my large catalog of content I've already created. Thus, I would prefer an assistant to have the first view of incoming messages to particular addresses. That assistant could then reply on my behalf, or tag important messages for me to either address personally or consider for creating further content on my site.

Integrate with MailChimp

I use MailChimp as my email service provider. With any CRM, I need it to integrate with MailChimp to at least let me know whether the person I'm emailing is already on my list (and what group/segment they're in). It would be extra nice if I could easily add them to a list and group from the CRM.

Integrate with social

I want the CRM to show me the person's Twitter, Facebook, and other social accounts, plus maybe even their bios and latest messages from such accounts. Then, show me whether I'm already connected with that person and let me choose to connect with them right from the CRM.

So far, so good, right? The following is where most CRMs begin to fail.

Integration with WooCommerce and an API

I use WooCommerce for selling on The Audacity to Podcast™ as well as Podcasters' Society™. The ideal CRM would show me what products, memberships, or services a person has purchased from me. There would also need to be an API for connecting with my proprietary system in My Podcast Reviews.

Social lead generation

An important part of my business is monitoring relevant conversations on social networks. I have saved Twitter searches that help me find podcasters who need podcasting help or should use My Podcast Reviews™. If possible, I would also like to monitor Facebook groups, Google+ communities, subreddits, Quora, and such (goodbye, most popular CRMs).

Let's take Twitter for example. When I see a tweet matching my detailed search query, I need to immediately see whether I have ever tweeted that person before and whether they're already a customer (through integration with WooCommerce and My Podcast Reviews). Then, give me and my assistants the ability to respond and let me see that it was responded to and who did it. Afterward, that account would be marked as having already received a response from me at some point.

Plus, such searches and responses would be different for different social accounts. Thus, the CRM would need to support multiple social accounts (there goes Nimble, if I didn't already disqualify it).

Template responses

For email and social, I need to have multiple templates my assistants can use to respond. Such templates would be great if they were intelligent enough to prefill with the recipient's name. I know TextExpander can do that, but that means extra software.

iOS app

A mobile-friendly website is nice, but it would be best if the CRM is available as a standalone mobile app that provides all the functionality on mobile.

A single platform

I'm not interested in paying for and managing several different platforms to each do separate things. I want a single place to login and have the tools I need.

Simple

I don't want to spend days learning how to use a complicated CRM, and it would defeat the purpose for me to hire someone only to manage my CRM. Thus, the CRM must be simple enough that I can get working with its workflow on the same day I sign up.

Affordable

I'm willing to pay for this solution because I recognize the value in the time and frustration it will save. But to me, “affordable,” means under $100/month for two or three users.

Got suggestions?

I may update this post with additional needs. Is there any CRM that meets all these needs?

I've looked at Nimble, Insightly, Contactly, FullContact, HootSuite, Zoho CRM, Apptivo, Nutshell, PipelineDeals, Salesforce.com, and OnePageCRM. They all fall short in crucial areas (usually the social integration). I'll also be looking at others. But I'm starting to lose hope.

What do you suggest, based on my needs?

Filed Under: Business, Productivity, Social Media, Technology Tagged With: CRM, integration, marketing

  • 1
  • 2
  • 3
  • 4
  • Next Page »
  • Home
  • About me