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time management

I almost missed Niagara Falls because I had a meeting – Guest Blog by Lisa Crilley Mallis of Impactive Strategies

January 8, 2025 by Lisa Mallis

Note from Mary: Last year I received this story from my time management coach, Lisa Crilley-Mallis, and I thought, “THIS IS IT. This is one of the best examples of time management mastery and entrepreneurial freedom I’ve ever seen.”

And be sure to check the UPDATE at the end. The story became sweeter over time, because the choices she made unexpectedly let her be there for a once-in-a-lifetime moment with family she would have otherwise missed!

My sister called me and asked if I wanted to head to NY to watch my nephew play soccer.

“We will leave in two days. For three days,” she said.

Here’s what raced through my mind:

  • My schedule’s packed — how am I supposed to rearrange everything?
  • It’s his senior year. I won’t get many more chances to see him play.
  • I started my business for freedom and flexibility. This is what that should look like, right?

And then, crap, she’s waiting for an answer on the other end of the phone! So I took a deep breath and said, “Sure, I can go.”

Of course, as soon as I hung up, I freaked out. My calendar and Asana task list were full and I’d just committed to three days away.

But here’s what I did:

  • Deleted 8 tasks, 1 project, and 3 meetings that weren’t essential
  • Delegated 2 meetings and 2 projects to my team

I freed up enough time to not only watch the game but also visit Niagara Falls—without feeling stressed about the work I’d “miss”. 

Easier said than done, I know!

How do you know what to delete?

How do you know what to delegate?

This is exactly why I created the Delegate Like a Pro Masterclass: Learn how to move tasks, projects, and meetings off your plate FOR GOOD.

Imagine, being able to take off for last-minute trips, attend important family events, or just take a break—without sacrificing your business success.

It’s possible – I’m proof.

To your success!

UPDATE from when I wrote this: What I didn’t know when I wrote this was that it would be the last time I’d watch my nephew play soccer for a while. He dislocated his shoulder shortly after this trip, which ended his season. We build businesses to support our lives, but too often, we let our lives support our businesses. I’m so very grateful I diligently created the time.

Lisa Crilley Mallis

Founder of Impactive Strategies

Filed Under: Blog, Entrepreneurship, Marketing Tagged With: business owner, delegate, entrepreneur, get your freedom back, time management

How to Do Less Marketing and Get More Clients in the Next 30-90 Days

August 28, 2018 by Mary Cravets

You run a business, and of course you want to attract more clients.

Wouldn’t it be awesome if you could cut your marketing activities in half, and get twice as many clients or more? What if marketing could be simple and fun?

Impossible? Well no, not really.

As it is, for most business owners marketing is frustrating. Plus every day you find a gazillion new strategies to follow. The worst thing is when you try to do it all – Facebook ads, speaking, blogging, networking, webinars, podcasting, etc. – and none of them produce the results you want.

The post below is really awesome, but also really long. If you don’t have time to read it, I’ve put together a quick Action Guide that shows you how to use this strategy. It’s free and you can get it when you click this link.

I totally get this… I’ve been there too. I’ve found a solution that I’m going to share it with you. You should know though, I paid a steep price for it – the price of my health.

I have a solid business today, on target to earn multiple six figures, but it wasn’t always like this. In fact, the first two years totally sucked.

I was working to the point of exhaustion, always wondering where my next client would come from. And… I got sick. I no longer had a choice –  I had to stop working all those hours. But I also had to feed myself. Getting sick forced me to figure out how to stop being so scattered. This is when I discovered a system to market less and attract more clients.

Here’s what’s in this epic post:

  1. A 5-step system to create a your marketing plan that will allow you to market less and get more clients.
  2. The most common marketing traps and how to avoid them.
  3. How to leverage your marketing strategies, so your results are multiplied over and over.

Let’s dig into it.

Step 1: Stop the Overwhelm

Let’s think about this… in a medical emergency, one of the first things the doctor will do is get control of the bleeding. Until the bleeding is under control, other treatments won’t do much good.

Similarly, to stop overwhelm in business, we have to get control of the bleeding: the bleeding of your time and energy.

If you were to discover the most brilliant strategy today, but you’re totally exhausted and overwhelmed, it’s not going to do you any good.

One big marketing trap: trying to do it all. Facebook ads, blogging, networking, speaking… and on. We may feel worse when we observe others who seem like they’re doing everything without any problem. It makes us think that we that we have to try to do it all. And even worse, we try to do it all ourselves.

You see an expert promoting a marketing strategy that promises a compelling result – something you really want. Then once you get into the strategy, you realize there is a huge learning curve to mastering this new skill, and frustration sets in.

It happens, and you don’t even notice it while it’s happening. It starts with one opt-in, then another, and another. And before you know it, you’re getting 20+ emails a day, each one pulling you in a different direction. Each one sucking your time, talking you into a new marketing tactic and taking you down another rabbit hole. Not to mention that if you try to implement all these things, they take an enormous amount of time, effort and energy.

And before you’ve finished implementing any of them… BING! Another 15 emails have arrived, with strategies that look way more attractive than the frustrating learning curve you’re currently in, so you jump ship and move on to something new.

You consider unsubscribing… but how do you know which strategies to abandon, and which to keep? By the end of Step 2, you’ll know exactly what to unsubscribe from and I’ll give you a tool that will help you do it in 2 minutes or less.

Remember, like in a medical emergency, we’re going to start by controlling the bleeding first.

Here’s what you do. Create two columns on a piece of paper and in the first column write down:

  • All the marketing activities you do consistently
  • All the marketing activities you do inconsistently
  • All the marketing activities you think you SHOULD be doing
  • All the marketing activities you’re curious about trying

Here is how this list generally looks:

Marketing mess

For most people that list is at least 10 items long. And the problem is that if you are a solo professional or a very small company, and if you are focusing on more than 4 of those activities, chances are you’re not doing them well. If you’re focusing on more than 6, you’re probably totally overwhelmed. If you’re focusing on 6, and trying to learn 6 more… you’ll just go completely nuts.

So now, take a deep breath.

Getting this list out of your head and onto paper is the first step to taking your energy back from being so scattered and worried. At least we’ve found out what’s going on and what overwhelms you.

Now let’s fix it.

Following along with the Action Guide will help you get your plan into action faster. Click here to get it now – free.

Step 2: Identify What Works for You

Now you’re going to further focus in the marketing activities that will bring you clients. Great clients.

In the second column, write down the names of your top 10 clients. Only write down the names of clients who are great examples of your ideal client. They are the ones who are easy to work with, appreciate your expertise, and pay you on time without haggling.

It’s important to NOT include any client who makes you cringe or gives you a sinking feeling in your stomach. This personalized plan is going to help you multiply your results many times over, so make sure you’re multiplying the right clients!

When you complete your list, it should look like this:

2015-10-14 07.45.02
Now, consider where each client came from. Draw a line from each client to the marketing effort that brought them to you.

2015-10-14 07.47.53
This will quickly reveal the top marketing strategies you should focus on. Based on my example image, where do you think I should be putting 50-80% of my time?

So, speaking is my most effective strategy. Referrals also brought in several clients, so that will get attention as well. Both of those strategies are working, so it makes sense to focus on doing more of them, right?

List which activities you identified that work best for you.

Now some of you may not have enough clients (or any clients) to do this exercise and come up with results you feel confident with. Here’s what you can do. Take your results from Step 1 and consider the following:

  1. Which marketing activities do you enjoy doing?
  2. Which marketing activities do you know how to do skillfully?
  3. Which marketing activities do you have the highest degree of confidence will work?

The marketing activities that meet all 3 criteria above are the ones that will go on your marketing plan.

One last thing… remember in step one, all those emails that are coming in and pulling you off track? The list you just created of your top marketing strategies will also show you which lists to stay subscribed to and which ones to ditch. Stay on the lists that support and align with your top strategies, and unsubscribe from the rest.

A great free tool to do this is www.unroll.me. You go to one site, enter your email address and password and it detects all of your subscriptions. In about 2 minutes you can unsubscribe from everything that is pulling you off course!

Unroll me

Step 3: Create Your Personalized Marketing Plan

Now you’re going take the top-performing marketing strategies that you identified in the previous step, and get crystal clear about the exact actions you need to take.

Your personalized marketing plan will consist of just 2-4 marketing activities, and how many of them you are going to do each day, week or month.

First, list your most effective marketing strategies and translate them into actions that are 100% under your control. Let me show you what I mean…

Strategy: Speaking engagements
Action: Make inquiries to groups and conferences about speaking

Strategy: Referrals
Action: Ask for a referral

This is an absolutely critical step that can massively change your results. I’ll give you a real-life example of the difference this makes.

I struggled for years to get speaking gigs. Every month I put on my plan, “Book speaking gigs.” And every month, I booked exactly zero.

It was because I put a strategy on my list, NOT an activity. Once I realized this, I changed my plan to “Make 15 speaking inquiries per month”. And immediately started booking gigs.

When you list strategies or results instead of actions, you are setting yourself up to fail, because they are dependent on some outside force (like a group’s organizer saying “yes” to book me). Your plan must outline exactly what you need to do in terms of what you have 100% control over.

Next, decide how many of the actions you are going to take on a daily, weekly or monthly basis. Your basic plan should look something like this:

2015-10-14 13.58.17

How do you decide on the number of actions you should take? Consider a few things:

  1. How many are you doing now?
  2. What results are you currently getting?
  3. What results do you want to get? (i.e. double, triple, etc.)

Let’s say you currently do 5 speaking inquiries per month, and you book 1 speaking gig each month. Your goal is to increase your results to booking 4 speaking gigs per month. You would want to do 20 speaking inquiries each month.

If you don’t have the exact numbers of how much marketing activity you’ve done in the past, then take your best guess. Go on to the next step and you’ll see how to quickly turn your best guesses into great results.

At this point you have a customized plan that is really tight, clear, and ready to implement.

Step 4: Implement and Track

The implementation phase is where things start to really happen in your business… but only if you make implementation a priority. And the truth is, with so many demands on a business owner’s time, it’s easy to let it slip through the cracks. Take this as an example –

A client said recently, “I need more clients.”
I said, “Great. Tell me about the marketing activities you’ve been doing lately.”
Her reply was, “I’ve been so busy, I haven’t been able to squeeze in marketing.”

From an outside perspective, it’s easy to see the error in the thinking here, but the reality is that this happens all the time in the life of an entrepreneur.

Here are two suggestions to make sure you get your marketing done…

First, set appointments on your calendar to do your marketing, and have a “no matter what” attitude about using this time get your marketing done. Turn off your email during this time, and your phone if at all possible, and don’t reschedule the time!

Blog screen shot

Good to note: To get a jump start on my marketing plan, I always book more time in my calendar for business building activities on the first week of the month. The calendar image is an example of how I block my time on the first week of the month only. The rest of the month I only need to do about 1 hour of activity per week.

Second, track your progress. Tracking is a motivator, because it shows you what you’ve accomplished. Plus, it shows you what is still left to do, so you can schedule accordingly. And from your tracking, you can develop a very accurate formula for how to get all of the clients and income you want.

So what should you track? At the most basic level, you want to track activities and results.

  • Activities. These come directly from your marketing plan you created in steps 1-3. Keep a tally throughout the month so you aren’t trying to remember or recreate your numbers at the end of the month.
  • Results. The key to tracking your results is to find a balance between tracking enough information so you can get good data to analyze, but not so much information that you’re spending all of your time tracking numbers! Here are some things you may want to track:
    • Income and/or revenue
    • New prospects (or prospect appointments)
    • New clients
    • Website hits
    • Website inquiries
    • Speaking gigs booked
    • Referrals received

When in doubt, track a little more than you think is necessary. It’s better to have the option to dismiss some data as irrelevant than it is to wish you had more data.

For those of you who did the first steps and got a clear direction for your marketing based on past successes, tracking keeps you on track with actually implementing your marketing plan and growing your results.

For those of you who had to make your “best guess” for your marketing plan, tracking is just as important. Over time, tracking will give you a crystal clear path to follow because it shows you exactly what works and what doesn’t.

It’s easy to confuse being busy with being profitable. Or being well-known with being profitable.

But that’s the great thing about tracking and numbers: they are unemotional. They tell you the truth. They will clearly tell you if you’re on the right track, or need to change something.

After just a few months, you’ll have a formula that will let you know exactly how to plug a certain number of activities into your calendar, and have a predictable number of clients each month.

For instance, let’s take the plan I developed earlier in this blog where the marketing plan is to simply do 15 speaking inquiries and 30 referral asks per month. Let’s say I implement the plan for 3 months and (because I’m tracking my results) I know I’m booking 3 gigs per month, receiving 2 referrals per month and earning on average $8,000 per month.

If I want to double my results, I can simply double my activity levels. Triple my results? Triple the activity.

Creating a formula to accurately predict and control your results is pretty great, but I bet you looked at the suggestion to double or triple your activity and realized that, at some point, you’re going to run out of time.

You’re right. That’s why there is one more step to further multiply your results with less effort.

Step 5: Multiply Your Results

To multiply your results, every activity you do needs to be systematized and connected with your other marketing activities. And when this is in place, the results from your efforts will skyrocket.

Here’s how the multipliers of leverage and systems my top marketing strategy – speaking:

Multiplier #1: Systematize the booking process.
Booking speaking gigs can be very time consuming, so I implemented a powerful 3-step process to quickly identify and book gigs. This saves a ton of time, and results are fantastic. (by the way, in my upcoming webinar, I’m going to share this 3-step process for getting all the local speaking gigs you want … it’ll knock your socks off so keep your eyes peeled for it!)

Multiplier #2: Leverage speaking events to create multiple business-building outcomes.
The presentation is a structured system that leverages the speaking opportunity to get the following results:

Book more speaking gigs. The presentation include an opportunity for the participants to give referrals to other groups who need guest speakers.
Build list. The presentation structure also ensures I get every contact in the room, every time. After the gig, I have systemized follow up so no contacts ever fall through the cracks.
Generate leads. Even in groups where they don’t allow an overt sales offer, the presentation structure I follow generates leads from every audience. And again, the follow up system is in place so no leads are lost.

Multiplier #3: Leverage other marketing channels to generate future clients.
The contacts generated from speaking gigs aren’t always ready to buy right away, so I nurture them by including them in my e-newsletter list where they receive sales offers and valuable content. The content comes from my blog, so now the blog content is doing two jobs – 1. It keeps my website alive and gets some organic search engine love and attention, and 2. Serves to build long-term relationships with the contacts I get from speaking.

This system takes very little time to implement, and smoothly integrates and leverages several marketing strategies.

To multiply the results of your personalized marketing plan, for each activity ask yourself:

  1. How can I systematize this so it takes less of my time?
  2. How can I make connections between my marketing strategies so they leverage each other and multiply my results?

Now that you’ve got this great new tool, it may feel a little strange and unfamiliar, and it will probably take a little bit of practice. If right now you are in massive overwhelm and following a gazillion different strategies, it may take you anywhere from a few days to a few weeks to untangle yourself from some of those activities. But don’t worry. At least now you have a plan to follow. This gives you a way to laser focus on just the 2-4 marketing activities that actually work.

Making these changes may be uncomfortable, but you have a choice: you can either continue with your overwhelm by chasing after whatever strategy your email spits out today, or you can do what successful entrepreneurs do… they focus, identify what’s working, and then follow it religiously.

To get started right away, download my Personalized Marketing Plan Action Guide to help you implement the 5 steps right now.

Filed Under: Income Generation, Marketing, Strategy Tagged With: attract high-paying clients, avoid marketing mistakes, client generation, Effective marketing, marketing, six figures, time management

Take Time to Smell the Otters

September 26, 2017 by Mary Cravets

Last week I took Friday morning off.

Despite the fact that I had three presentations to revamp, 20 prospects to follow up with, and a seriously neglected email inbox.

I took it off anyway.

You see, Otto was being released back into the wild, and nothing was going to keep me from being there to see it.

Otto is a rehabilitated otter being released back into the wild right here where I live. To watch him galumph into the water, swim off into the bay and silkily dive back into his home was one of those priceless moments that NO amount of work should make me miss.

It got me thinking more clearly about why I work for myself and do what I do. If I had a “job” I’d most likely have missed this opportunity to see my favorite animal this close up and on land.

What do you love that you’re missing because of work and worry? Put these important things into your schedule, and you’ll find your life so much richer and your entrepreneurial experience all the more worth it.

Enjoy Otto’s YouTube debut!

Filed Under: Blog, Entrepreneurship, Priorities Tagged With: entrepreneurship, time management

Get Your Freedom Back with This One Tip

July 1, 2015 by Mary Cravets

Get your freedom backOver the past few weeks, several clients and colleagues came to me and said, “I was invited to a meeting with [insert name here] and I’m not sure why we’re meeting.”

I was FLOORED. I know how busy entrepreneurs are. I know how much they value their freedom… how can they afford to take meetings with no clear purpose? And why would they?

In-person meetings take a serious investment of your time, so you must make that investment intentionally. When you invest in the wrong meetings, it wastes hours of your time, creates serious frustration, and keeps you frantic.

The key to investing wisely is to learn how to gracefully say no. Easier said than done, right? Here are a few tips I use to directly and politely say no to unnecessary meetings:

First, don’t automatically say yes to in-person meeting requests! When you receive a request, take a moment to evaluate whether or not there is a clear reason for you to take the time to meet.

Next, clarify the reason for the meeting. For example:

Thanks so much for reaching out to me! So I am clear, what are you hoping to accomplish during our meeting?

Thanks for suggesting we collaborate. Before we meet, what do you have in mind?

I appreciate you thinking of me. What do you want to discuss during our meeting?

Say no thank you or suggest an alternative.

Believe it or not, many times when I’ve asked for clarification, the requester simply does not reply and the issue resolves itself. However if they do reply, here are some diplomatic ways to either say no or suggest a less time-consuming alternative.

Thanks for clarifying. From what you describe, it sounds like what you’re looking to accomplish doesn’t really align with what I’m doing. I appreciate you thinking of me, and I’ll have to pass now.

Great, thanks for the details. I’d love to have this conversation with you, and I’d prefer to meet over the phone. Is that something you’d be open to? For a conversation like this, I find the phone saves us both a ton of time spent on driving.

I’d love to meet, and I’m not available for an in-person meeting for the next three weeks. Would you mind following up with me then?

The most important thing is to say what you mean.

If you are going to keep clear boundaries and consciously invest your time in only the most important things, do not say you’re open to meeting at a later date if you really want to say no. It will definitely come back to bite you!

And here’s the thing: you are not helping anyone by agreeing to do things you don’t want to do. Saying yes to an obligation that aggravates you prevents the requester from finding someone who would actually be excited about the opportunity. Sometimes saying no to someone is the best gift we can give them… not to mention, ourselves!

Filed Under: Priorities, Time Management Tagged With: boundaries, entrepreneurship, freedom, meetings, scheduling, time management, wasted time

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