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Legal Road Map® Podcast S4E91 FB Live 93 Legal for course creators: independent contractors

 

Visit www.awbfirm.com/podcast91 for the audio podcast episode of this video.

You’re a busy entrepreneur, and you *probably* can’t handle every single task it takes to create a successful online course.  You’ll likely need to enlist the help of graphic designers, copywriters, videographers, and more to complete your online course.

But how do you make sure your working arrangement, and your content + brand!, are protected?

In this episode you’ll learn:

  • Why you MUST use a contract with your independent contractor
  • The most important thing you need to look for if you use your independent contractor’s agreement instead of sending your own
  • If you can include a non-compete clause in your independent contractor agreement
  • The one term you definitely should include in your own independent contractor agreements

Key takeaway: Working with independent contractors to create a successful online course can be a breeze if you take the time to consider the terms of your agreement with them.

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:

Legal Road Map® Facebook group: https://www.facebook.com/groups/legalroadmap/?ref=br_rs

Legal Road Map® to Protect Your Online Course contract template bundle: www.onlinecourselegal.com

Individual contract templates: www.awbfirm.com/contract-templates

This podcast is information, not legal advice specific to your situation.

 

June 17, 2019

Legal Road Map® Podcast S4E89 FB Live 92 – Legal for Course Creators: Issues with Payment Plans

 

Listen to this episode in podcast/audio format here

If you sell an online course, digital product, or do business online, you may offer payment plans to your customers. But what do you do when the customer stops paying?

In this episode you’ll learn:

  • If it’s possible to totally avoid chargebacks (spoiler alert: it is, but only if you stop taking credit cards altogether)
  • Some practical customer service tips to help you cut down on chargebacks
  • Why including a clear refund policy in your terms of use will be your strongest evidence to fight an invalid chargeback claim
  • The (potentially) tricky business of payment plans and what regulations you may need to comply with
  • Tech & practical tips to make sure your customers follow through on a payment plan
  • The important payment plan details you should definitely include in your terms of use

Key takeaway: Between including clearly outlined terms in your contract and using a few practical & tech tips, you can make sure your payment plans don’t become non-payment plans.

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:

Legal Road Map® podcast episode 85: www.awbfirm.com/podcast85

Autumn’s Gravy affiliate link: www.sharegravy.com/autumn

Legal Road Map® Facebook group: www.facebook.com/groups/legalroadmap/

 

This podcast is information, not legal advice specific to your situation.

May 24, 2019

Legal Road Map® Podcast S4E87 FB Live 91 – Legal for Course Creators: Student Problems

 

Listen to this episode in podcast/audio format here

If you are providing an online course or digital products to students, members, or customers, you’re bound to come across a few tricky situations sooner or later. But are you doing all you can on the front end to prevent these situations from the start?

In this episode, you’ll learn:

  • The importance of clear payment language in your terms of use
  • How tech tools can prevent your students from copying your course content
  • Why including a dollar amount for damages in your terms of use can save you a lot of headaches if someone does copy your course content
  • Important legal and practical tips for managing your online community
  • Why including disclaimers in your terms of use could be essential, depending on the nature of your online course / program topic
  • Why promising guaranteed results is tricky business
  • Why you should keep your refund policy on the strict side in your terms

Key takeaway: We all want to believe the best in people, but in business it’s next to impossible to completely dodge unpleasant situations. By taking a closer look at your terms of use, you can prevent or avoid a lot of them.

Visit www.awbfirm.com/podcast87 for an audio/podcast version of this content.

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

May 17, 2019

Legal Road Map® Podcast S4E85 FB Live 90: Terms of Use for Course Creators

 

Listen to this episode in podcast/audio format here

Terms of Use, Terms of Service… whatever you call it, you might not think of it as a contract, but it is – and an important one at that! This week’s solo episode is all about this critical contract between you and your customers, students, or clients.

In this episode, you’ll learn:

  • Where your TOU must be linked on your website
  • The 11 terms you should include in your TOU to protect you and your students
  • Why including more strict terms in your TOU is always better, and how you can be gentler when difficult circumstances come up
  • Why including a “refunds at our discretion” clause is a bad idea
  • How your TOU can give you a way to resolve issues with someone stealing your intellectual property, without having to file a costly copyright or trademark lawsuit

Key takeaway: Unlike your website’s privacy policy, TOU are not required by law, but they are the legal foundation of your course business.  Strong TOU will put you and your customers on the same page and will save you a lot of legal headaches.

Visit www.awbfirm.com/podcast85 for the audio podcast version of this video.

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:

Contract templates: www.awbfirm.com/contract-templates

AWB Firm Masterclass: www.awbfirm.com/course

This podcast is information, not legal advice specific to your situation.

May 6, 2019

Legal Road Map® Podcast S4E83 FB Live 89 – Legal for Course Creators: Privacy Policies + GDPR

 

Listen to this episode in podcast/audio format here

If you’re running an online business, it’s highly likely that you’re collecting some form of personal information from your website visitors. But do your visitors know what happens to their data once they’ve given it to you?

In this episode, you’ll learn:

  • When you must have a privacy policy on your website
  • What your privacy policy needs to include
  • Extra steps you need to take if you’re collecting information from children under 13
  • Where your privacy policy must be present on your site post-GDPR
  • What GDPR penalties are being handed out, almost one year after the new rules went into effect

Key takeaway: Whether your business must comply with GDPR or not (odds are it does!), the trend is that privacy regulations are becoming more stringent across the board. Taking simple steps to comply now can prevent you from having to implement an expensive fix down the road.

Visit www.awbfirm.com/podcast83 for an audio episode, transcript and show notes.

BONUS: Head over to awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:

FREE download – Website Documents Guide: www.awbfirm.com/podcast81

Privacy policy + GDPR guide: www.awbfirm.com/podcast83

GDPR in-depth episodes of the Legal Road Map® podcast: www.awbfirm.com/podcast38, www.awbfirm.com/podcast39, www.awbfirm.com/podcast40

Running list of GDPR enforcement actions as of February 2019: http://www.mondaq.com/unitedstates/x/777680/Data+Protection+Privacy/GDPR+Enforcement

This podcast is information, not legal advice specific to your situation.

April 22, 2019

Legal Road Map® Podcast S4E81 FB Live 88: Website legal musts for online course creators

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Your website is the front door to your amazing online course. But if you don’t include the right legal documents on your site, it’s like leaving your door wide open.

In this episode, you’ll learn:

  • Which documents are required by law on your website and which are just a good idea
  • Why disclaimers are essential for online businesses in the health and wellness field
  • The ins and outs of FTC disclosures and when you must use them on your website
  • The easy addition to your course materials or downloadables that could deter someone else from copying them (and help you enforce your rights if it does happen)

Key takeaway: It’s easy to get caught up in how your website looks and what it can do, but every online business owner must make sure the proper legal protections are in place to lay a smart legal foundation for your website, and business.

Visit www.awbfirm.com/podcast81 for this episode in audio format and a transcript (posted within two days of release date).

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:FREE download – sign up below for a free copy of our Website Documents Guide

This podcast is information, not legal advice specific to your situation.

April 8, 2019

Legal Road Map® Podcast S4E80 FB Live 87: Legal for Course Creators

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

If you’re an online course creator, you may not even know what you need to worry about when it comes to legal for your business.

Season 4 of the Legal Road Map® podcast is a great place to start. This season, Autumn is alternating solo episodes with interviews of some of the biggest names in the online course world, like Beth McCord, Chris Winfield, Corinne Crabtree, and more.

Solo episodes will focus on legal issues for course creators, like:

The policies and documents you need to have on your website, such as privacy policy, terms & conditions, disclaimers, and disclosuresGDPR – the European Union law affecting personal data collection and privacyUsing guest expertsWorking with affiliatesAnd last but not least, copyright and trademarkBONUS: Head over to www.awbfirm.com for instant access to the 10 Step Checklist we use with our million dollar clients, and make sure you’ve got the legal basics covered for your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

April 1, 2019

Legal Road Map® Podcast S3E75 FB Live 86 part 2 – When MUST you register your trademark?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

The VIDEO was cut off near the end of my Facebook Live, so this is Part 2 of 2…Please click here to view the first part of Episode 75.

When should you run (not walk) to submit your trademark registration application? There are definitely times when waiting to register a trademark is a huge mistake.

In this week’s episode you’ll learn:

How the level of investment behind your business or product can determine whether a registered trademark is a necessity

How long it takes to receive a trademark registration certificate from the USPTO

The advantages of “intent to use” applications in US trademark law

When you can use the ® and TM symbols

How a registered trademark can make your licensing or certification program more valuable to your licensees

Why a registered trademark can make your business more attractive to potential buyers

When a registered trademark in the US can help you obtain a foreign trademark if you plan to sell products or services internationally

Key takeaway: If your business is up-leveling in a major way, a trademark registration becomes a necessity, not a nice-to-have. Since the registration process is not quick, working with a trusted legal advisor who specializes in trademark law can help you plan ahead.

February 25, 2019

Legal Road Map® podcast S3E75 – FB Live 86 part 1 – When MUST you register your trademark?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

When should you run (not walk) to submit your trademark registration application? There are definitely times when waiting to register a trademark is a huge mistake.

In this week’s episode you’ll learn:

How the level of investment behind your business or product can determine whether a registered trademark is a necessity

How long it takes to receive a trademark registration certificate from the USPTO

The advantages of “intent to use” applications in US trademark law

When you can use the ® and TM symbols

How a registered trademark can make your licensing or certification program more valuable to your licensees

Why a registered trademark can make your business more attractive to potential buyers

When a registered trademark in the US can help you obtain a foreign trademark if you plan to sell products or services internationally

Key takeaway: If your business is up-leveling in a major way, a trademark registration becomes a necessity, not a nice-to-have. Since the registration process is not quick, working with a trusted legal advisor who specializes in trademark law can help you plan ahead.

The video recording cut off, so PART TWO is on a separate page. Please click here to access the end of this episode.

February 25, 2019

Legal Road Map® Podcast S3E74 FB Live 85: Someone registered my TM – what can I do?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Finding out someone else has registered a trademark you’re using in your business can really sting. But so long as you started using it first, not all is lost.

In this week’s episode you’ll learn:

  • What winning the race means when it comes to trademarks and defending your rights
  • What the “opposition period” is and why it is crucial to monitor the USPTO Gazette if you’re relying on common law trademark rights
  • How a cease and desist letter may stop a similar trademark application in its tracks
  • When the USPTO will actually deny a trademark application for a similar trademark without you lifting a finger
  • How challenging a trademark that’s the same as or similar to yours after a certificate has been granted can be more difficult, but not impossible
  • Why, in order to defend your trademark rights, you have to actually be using your trademark

Key takeaway: Challenging an application for a trademark that’s the same or similar as yours is not an area of legal you want to DIY. Consulting with a trusted legal advisor who specializes in trademark law is the best way to defend your trademark rights and prevent brand or product confusion.

Visit www.awbfirm.com/podcast74 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit worksheet. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

Next week is the final episode of Season 3 of the Legal Road Ma® podcast, all about when you must register a trademark.

I’m so excited to bring Season 4 to you – it’s all about legal for course creators – so be sure to stay tuned!

Resources:
Get your ALL ACCESS PASS for the Online Course Success Summit, classes will be live Feb. 11-22: http://awbfirm.com/ocss/

USPTO Official Gazette, published weekly: https://www.uspto.gov/learning-and-resources/official-gazette/trademark-official-gazette-tmog

This podcast is information, not legal advice specific to your situation.

February 18, 2019

Podcast S3E73 FB Live 84 – #Trademarks: Can you own a hashtag TM?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Hashtags are everywhere these days. It may seem appealing to register one that you use in your business as a trademark, but is it even possible?

In this week’s episode you’ll learn:

  • How to figure out if you’re really using a hashtag as a trademark
  • Why using your hashtag outside of social media may help you protect it as a trademark
  • The downsides to registering your trademark with a hashtag instead of just the words
  • Why a registered trademark hashtag is really difficult to enforce

Key takeaway: It takes some special circumstances to make the time and effort needed to register a hashtag as a trademark worth it. Consulting with a trusted legal advisor ahead of time can help you determine if you’re ready to take on the task or not.

Visit www.awbfirm.com/podcast73 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit worksheet. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

Resources

Get your free ticket NOW for the Online Course Success Summit, classes will be live Feb. 11-22: https://awbfirm.com/ocss/

This podcast is information, not legal advice specific to your situation.

February 7, 2019

Podcast S3E72 FB Live 83: Trademarks: Common law and state trademarks

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Did you know that a federally registered trademark isn’t the only form of trademark protection available? There are actually three levels of protection in the U.S. trademark system — common law, state law registration, and federal (USPTO) registration.

While common law or state trademarks may work for some businesses, there are some significant downsides to each.

In this week’s episode you’ll learn:

  • What a common law trademark is, and the limited rights this type of trademark provides
  • The drawbacks to relying solely on a common law trademark
  • Which types of trademark you can use the ® and ™symbols
  • The benefits to filing a federal trademark registration
  • The protections provided by a state trademark registration
  • The downsides of relying solely on a state trademark registration

Key takeaway: There are a few different levels of trademark protection offered on the state and federal level, as well on a common law basis. Which one is best for your business depends on multiple factors. It’s a good idea to consult with a trusted legal advisor to make sure you’re protected in the right ways and places for your business.

Visit awbfirm.com/podcast to sign up to get a free 5 Minute Intellectual Property Audit worksheet. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

Resources:
Get your free ticket NOW for the Online Course Success Summit: http://awbfirm.com/ocss/

This podcast is information, not legal advice specific to your situation.

January 31, 2019

Podcast S3E71 FB Live 82: Trademarks: What’s a TM SEARCH and do I need one?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Registering a trademark is a lengthy, multi-step process, and it can be tempting to skip the first step of running a trademark search before filing that registration application. But I’m sharing all the reasons why skipping the search is a bad idea.

In this episode you’ll learn:

What a trademark clearance search is and why you should do one every time you choose a name for a new business, product, or service

How you may be able to DIY your clearance search

When you still may be able to use a business or product name even if it’s already being used by someone else

How a knockout search helps determine what (if any) risks you may face if you apply to register your trademark with the USPTO

Why it’s so important to look at trademarks used for products and services that you don’t sell, but are related to what you sell, in a knockout search

What a search will tell you about how strong your trademark is, and how hard it will be to defend it if you do receive a trademark registration certificate

Key takeaway: Whether you start the trademark search process on your own, or work with a lawyer from the very beginning, one thing is for sure: failing to spend a little time and/or money on a trademark search early can be costly down the road.

Visit www.awbfirm.com/podcast71 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit worksheet. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

January 24, 2019

Podcast S3E70 FB Live 81 : HOW to choose a good trademark

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Some trademarks are stronger than others. But unfortunately, for a lot of business owners, they only find out their trademark isn’t strong when they’re denied when they try to register it with the USPTO. So, what makes a good trademark?

In this episode you’ll learn:

  • Who trademark law is really protecting
  • The four different types of word trademarks, and the pros and cons of each
  • Why sometimes you can use your last name as a trademark, and sometimes you can’t
  • The litmus test for understanding what in your business is or isn’t actually a trademark

Key takeaway: Choosing a strong trademark doesn’t have to be difficult. But to avoid heartache down the road, choosing the right name for your business and products early on is always best practice.

Visit www.awbfirm.com/podcast70 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit worksheet.

January 17, 2019

Podcast S3E69 FB Live 80: Trademarks: When should you register?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Whether your business is established and thriving or you haven’t even earned your first dollar yet, deciding WHEN you should register your trademark could leave your head spinning.

In this week’s episode you’ll learn:

The downsides to waiting to register a trademark
Why you may want to register a trademark for your product before you start selling
The ONE question to ask yourself to determine if you’re ready to register your trademark
How often you should take inventory of your business’s IP to evaluate what trademarks you have, and whether it’s time to register
Why failing to defend your trademark rights could result in your losing them

Key takeaway: Deciding on the right time to register your trademark depends on a lot of different factors in your business. But asking yourself the right questions will help you determine when you should register.

Visit awbfirm.com/podcast69 for show notes and further resources.

This podcast is information, not legal advice specific to your situation.

January 11, 2019

Podcast S3E68 FB Live 79: Why should I register a trademark anyway?

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Why should I register a trademark anyway?

We talk a lot about trademarks on the podcast, but you may still be wondering why you would ever need to register a trademark in your business.

While it may seem like a hassle, registering a trademark is one of the most valuable protections you can put in place in your business.

In this episode I cover:The types of things that can be protected by a trademarkHow a trademark can set you up for success if you ever decide to expand into other statesHow a registered trademark can save you time and hassle if you ever have to file a lawsuit around your trademarkThe advantage to registering your trademark if you do business abroadHow a trademark can help prevent counterfeitingThe value a registered trademark can add to your business if you ever look to sell or take on investmentHow registering your trademark shows competitors you mean business

Key takeaway: If you’re committed to protecting your business for the long haul, a trademark registration should be on your list for 2019.

Additional resources:Legal Road Map® episode 5: www.awbfirm.com/podcast5

Legal Road Map® episode 6: www.awbfirm.com/podcast6

5-minute IP audit: www.awbfirm.com/podcast

This podcast is information, not legal advice specific to your situation.

January 4, 2019

Podcast S3E50 – FB Live 62 – Working with a virtual team: employees in other states

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Having virtual team members classified as employees can carry complex legal considerations. This week I’m joined by our resident labor and employment whiz Michelle Coakley to talk about what you need to know to make sure your business is protected legally when it comes to having employees on your virtual team.

In this episode I cover:

  • The importance of properly classifying your workers
  • Two reasons why the government cares how you classify your workers
  • Best practice for how often you should audit your employment policy to check for federal and state & local compliance
  • Why you should be sure to do regular performance reviews
  • What you need to know about non-disclosure and non-compete agreements

Key takeaway: Employment laws and ordinances can vary widely not only state to state, but in some cases city to city. It’s important to seek out the right kind of advisors (legal, financial, human resources, etc.) to make sure your business is protected when it comes to employment matters.

Resources: Episode 12: Hiring employees and contractors the right way (with FREE download)

Episode 37: Labor & employment chat with AWB Attorney Michelle Coakley

LastPass

Visit www.awbfirm.com/podcast50 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit.  You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

August 9, 2018

Podcast S3E49 FB Live 61 contractors for virtual or multi location business

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Working with a virtual team is a great way to grow your business, but how do you make sure you are properly working with remote contractors?In this week’s Facebook Live video and podcast episode I begin to cover this important topic, touching on:

– How W-2 employee vs. 1099 independent contractor affects your business’s taxes and regulations you must comply with- The biggest factor that determines who is or isn’t an employee- What to be sure you include in your contracts with contractors- Who owns the intellectual property created by an independent contractor- The downside of including a non-compete clause in a contract (tip: this isn’t the same in every state!)

Key takeaway: It can be tricky to make sure you’re working correctly with a virtual or remote independent contractor. This is an area where you definitely want to consult with a trusted attorney to avoid major fines and penalties from getting it wrong.

www.awbfirm.com/podcast49

This podcast is information, not legal advice specific to your situation.

August 2, 2018

Podcast S3E45 – FB Live 57 – Trademark Infringement

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

When are you violating someone else’s trademark rights?  OR, flip-side, when should you get in touch with someone you think might be infringing your trademark and ask them to change it?

How can you interpret your search results when you type your trademark into the USPTO website?

I received this great question in an online business community, CoCommercial, and realized I’ve never dug into how lawyers, courts, and the USPTO evaluate when trademarks are too close.

This is a meaty episode on a complex topic, where I covered:

  • Consumer confusion – what trademark law is intended to prevent, and why this matters
  • Who has “priority rights” over a trademark in the US
  • When might you need to evaluate whether one trademark is too similar to another?
  • How to figure out if trademarks are too close
  • Does it matter if one trademark has a few extra words?
  • What about different spelling?
  • When are two logos too similar?
  • Does it matter if someone copied a trademark intentionally, or by accident?
  • Examples of trademarks that are and are not too similar
  • When you need to bring in an experienced IP attorney to help you evaluate a potential trademark infringement

Visit www.awbfirm.com/podcast45 to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

July 6, 2018

Podcast S3E44 – FB Live 56 with Emily Allen, business strategist

 

Listen to this episode in podcast/audio format here

Transcript of this podcast episode available here

Apologies for the tech glitch around minute 3:00 — I couldn’t see or hear Emily but she was on screen the whole time. We came back around 5:40 if you want to fast forward

Virtual Chief Operating Officer (COO). business strategist, and project manager Emily Allen and I discussed how a virtual COO can help your business.  Learn how you can stop getting distracted by all those shiny objects and actually meet your goals!

We chatted about why PLANNING is so critical to growing your business to seven or eight figures, and why it’s so hard for most entrepreneurs to find the time to do it.  Emily explained how a good project manager can help you prioritize which projects are going to help you achieve your big goals, and break them down into pieces so you can actually tackle them, or delegate to team members.

And, we talked about tracking project progress and outcomes to be sure you’re actually achieving what you set out to do.

Emily shared some of the benefits clients gain from working with a virtual COO or project manager, especially making sure you have the right team members in place and are filling their plates with the right tasks.

We talked about when it makes sense to bring in a project manager or virtual COO — this is not something a new business owner needs, but is critical when moving from six to seven figures.

I gave some insight to the changes I’ve seen in my own business after just a few weeks of working with Emily, and a few of my own a-ha moments.  And Emily talked about some mistakes business owners make trying to scale rapidly on their own without bringing in an experienced business strategist.

Emily Allen is a Virtual COO (Chief Operating Officer) for small to medium-sized woman-owned companies that don’t yet require the services of a full-time COO, but have the need for more strategy, more time to work on what they do best, and more structure with systems and processes without giving up more of their time.

Her main focus is on execution. Through working together, she is able to help define/refine the business strategy and provide accountability for execution to the appropriate members of the team.

She ensures that the company’s everyday activities run smoothly and that there is a company-wide strategic plan in place to support the vision of the company. Emily brings her experience in business planning and project management from her previous corporate life.

Emily is a wife, mom of 3 kiddos, certified project management professional living in northeastern Wisconsin and loves all things planning and organizing.

 

Visit www.awbfirm.com/podcast44 to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

June 27, 2018