2025 May Lunch and learn

We're so excited to welcome Marcey Rader, CSP, live online with our community for this special chapter presentation.

Guests are welcome, though they must register! All registered participants will receive a copy of the recording (though best to attend live and get your questions answered!!).

Learn more at marceyrader.com

Have an idea or recommendation?  Then please share with us at info@nsahawaii.org!

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Quick recap

The NSA Hawaii chapter meeting featured a presentation by productivity expert Marcy Rader on creating effective systems for speaking businesses. Marcy emphasized the importance of implementing tools and processes for event management, client relationships, and task organization to improve efficiency and business continuity. The session concluded with attendees committing to systematize aspects of their businesses and discussions about upcoming NSA events.

We had a wonderful presentation from Marcey Rader that you can watch the recording here: https://youtu.be/TgAA6At1fTk

AI Summary

NSA Hawaii Chapter Meeting Overview

Jamie welcomed attendees to the NSA Hawaii chapter meeting and announced upcoming events, including an in-person meeting in June and a coffee roundtable in July. She introduced Marcy Rader, a productivity and wellness expert, who presented on creating sexy systems for business operations. Marcy emphasized the importance of having systems in place to ensure business continuity, especially for solo entrepreneurs and small teams, and encouraged attendees to implement practical tips from her presentation.

System Strategies for Speaking Businesses

Marcey discussed the importance of systems in a speaking business, emphasizing that they provide freedom rather than restrict creativity. She highlighted the need to focus on revenue-generating activities and suggested breaking down tasks into smaller, manageable units to create a sense of accomplishment. Marcey encouraged attendees to identify tasks related to speaking engagements and consider which systems or tools might be useful for their business, advising against overcomplicating or overspending on unnecessary tools.

Event Management Automation Tools Demo

Marcey demonstrated how to use event management tools like E-Speakers to organize and automate tasks for different types of speaking engagements, including local, bureau, and virtual events. She showed how to customize task lists, assign responsibilities, and set automated reminders for various activities such as connecting on LinkedIn, ordering books, and networking with prospects. Marcey emphasized the importance of breaking down tasks into detailed lists, even if assistance is not immediately available, to stay organized and prepare for future team expansion.

Systematizing Speaker Events and CRM

Marcey discussed systematizing speaker events and managing client relationships. She shared her experience using e-speakers for keynotes and emphasized the importance of finding a tool that suits individual business needs. Marcey explained her simple client relationship management (CRM) system, which categorizes clients into prospect, pitched, pre-event, in progress, post-event, and future. She encouraged attendees to consider their specific needs when choosing a CRM tool and highlighted the value of recurring tasks for following up with potential clients.

Tools for Solopreneur Productivity

Marcey and Rebecca discussed tools for managing contacts and projects. Rebecca shared her experience with Mimarin, a CRM created by Ruben Schwartz, which is designed for solopreneurs and includes a competitive leaderboard feature. Marcey suggested body doubling, where two people join a call but remain muted while working on tasks, and mentioned her own program called Focus 90 that used this method. They also discussed various project management systems like Speaker Flow, Zoho, Hubspot, Clickup, Asana, and Trello, with Marcey emphasizing the importance of tracking media mentions in a centralized location for future reference.

Surveys for Effective Event Feedback

Marcey discussed the importance of using surveys for events, highlighting the need for both audience feedback and post-event surveys for the person who hired them. She shared her experience using Google Forms for virtual questionnaires and emphasized the value of pre-event surveys, especially for in-person events. Marcey also mentioned using surveys for distributing books and provided examples of virtual and in-person questionnaires, encouraging attendees to create simple and tailored forms for their needs.

Systematizing Speaking Business Operations

Marcey shared her approach to systematizing her speaking business, including using surveys for presentation topics and scheduling tools like Breeley to manage client meetings. She emphasized the importance of having a client relationship management system and project management tools like Clickup, while also discussing the use of surveys and forms to gather client information. Marcey challenged the group to commit to systematizing one aspect of their businesses within 30 days, with several participants, including Bill, Jamie, Rebecca, Fletcher, Ann, and Marshall, sharing their specific action items.

Speaker Systems and Strategy Insights

Marcey shared her speaking business systems and strategies, emphasizing the importance of having a client concierge and organized processes. She encouraged attendees to connect with her on LinkedIn and mentioned she would be at the upcoming NSA Influence conference. Jamie thanked Marcey for her presentation and discussed upcoming events, including an in-person meeting in Hawaii and a virtual speaker session in June featuring Aiden Crawford. The group agreed to share the recording of the session and use snippets for promotional purposes.

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