Ep 227 | How To Make Better Business Decisions, Use AI Wisely and Talk to The Right People with Fractional COO Sandra Booker
84m 46s
Stacy Brass Russell and Sandra Booker discuss the challenges business owners face when scaling their ventures, particularly in identifying what they truly need versus what they’re pressured into doing. Sandra, a fractional COO, emphasizes that many entrepreneurs mistake themselves as self-made, when in reality, successful businesses thrive on support—whether from team members, systems, or mentors. She highlights that a common mistake is jumping into new initiatives like AI or marketing without first analyzing the current business model, goals, and underlying constraints. Sandra shares her AI Advisory Board system, which uses AI to recommend specific roles (e.g., revenue, marketing, IP officer) based on the founder’s business context and personality, then pairs these with real human experts to provide balanced, objective feedback. This approach helps owners evaluate decisions more deeply, avoid costly missteps, and build confidence in their choices. The conversation stresses the importance of curating a strategic support network—choosing advisors who challenge assumptions, not just those who offer encouragement. It also warns against the "shiny object syndrome" of trying to do too many things at once. Ultimately, the key to sustainable growth is not rushing to act, but pausing to assess, question, and align decisions with long-term goals. AI, when used intentionally and with clear guardrails, becomes a powerful ally in this process—offering strategic insight without replacing human judgment or experience.
Everybody's doing AI, so I have to do AI. I'm going to miss out or, you know, so and so told me to do this and they're doing really good so I should do that too and it's really easy to lose yourself in that. And especially when you also have the added pressure of urgency in your business in regards to like making money.
Welcome to Passionate and Prosperous, the only podcast about creating success in your life and business by using your voice, gifts and skills to do the work that lights you up, make money and have massive impact in the world.
This show teaches coaches, creatives and service-oriented human beings how to trust in yourself and leverage your unique message, experience and expertise to attract your ideal audience, create clients and organically build your sole aligned business.
I'm your host, mindset and business strategy coach Stacy Brass Russell and I can't wait to help you to set yourself up for success and use your passion to create the prosperous life and business that you truly desire.
Hey everybody, welcome back to Passionate and Prosperous. So I'm really excited to bring you this conversation today that I am about to have with a special guest.
So before I dive in and tell you who's here with me in the studio, I just want to, I always like to give you some context about like what makes me excited to bring certain people in to talk to you and for you to hear from.
So what are the things that I know because of how many people I coach and how many people I talk to and how many people I've helped build and grow and scale businesses.
One of the things that I know is that there comes a time in your business where you think first of all that you may need to hire your first or next team member like somebody that's going to come in and help you because doing business alone is very challenging.
And I think that for everyone, even if you're not even really making money yet, you get to a point where you think I don't want to do this by myself and you think that there's someone out there that can help you and there probably is.
But a lot of the time I've seen people hire that first we'll call it a virtual assistant of VA kind of before they really do need that person, but they're doing it because they're just not liking being alone in their business and they actually don't really know what they need.
Then I've talked to so many people and worked with so many people who are at the point where it would be a good idea for them to hire someone and start having a quote unquote team.
And even then it's always hard to figure out what you need and why and a lot of this comes back to really needing to know some stuff about the fact that being in business requires a ton of decision making.
It requires a ton of analysis and kind of knowing how to look at the information that's coming back to you and into you on a daily basis, basically what what the feedback is that you're getting from the actions that you're taking out in the world.
And there's so many actions that we take in our businesses from marketing to deciding on whether or not we should work on this or that or put out an offer or change an offer, everything.
And it can be confusing sometimes if we don't really know what we should be basing our decisions on.
So for the first time, I'm actually bringing a guest on to the show who is an expert who is going to have a conversation with me for your benefit about all of these things.
It's really about like how to run your business and how to make decisions about what you're going to do who you're going to hire and all those things.
So welcome Sandra Booker. I'm so excited to have you here. We've known each other for years. And here's our moment.
Thanks so much. Stay safe. I'm so excited to be here. I just, you know, every time I talk to anybody about like, who should I be talking to about this?
Your name always comes up. And I'm always thinking about talking with you and you're in your audience. So I'm so excited to finally make it happen.
Yay, me too. So anyone who listens to the show knows I love reading the bios of my guests. So I am going to dive in and read your bio.
And then we're going to have a really great conversation. Oh, one thing I didn't even mention in my little intro is that now we also have AI.
And and now everybody's like looking to AI to help them do X, Y, and Z. And that's making things even more complicated. So we're going to be diving into that. But first I'm going to read your bio.
Sandra Booker, founder of sidekick COO and creator of scale society is a fractional COO who helps established online service providers who've proven the business model, but are still the single point of failure in their own company.
As their fractional COO, she finds the one constraint costing them the most time and money and designs the systems and team structures that let the business run without them.
After years of helping local businesses thrive and earning a 40 under 40 award along the way. Oh, my God, I didn't know that Sandra. Sandra focuses on online service providers.
Her clients include Laura Belgrade and Tarzan Kay, both of whom have been on the show and her work spans North America, the UK and Australia. So welcome Sandra. So yeah, I was going to say, you know, the way that I first knew really who you were was that, you know, I entered into Laura Belgrade's world.
You know, and became friends with Laura and eventually was in shrimp club and you were Laura's business COO then, you know, her right hand person.
And then I met and started becoming friends with Tarzan and recently had the benefit of going out to dinner with all of us, me, you and Tarzan when I was in Toronto.
And then Tarzan and I went out for a drink after and basically I found out that, you know, that you are Tarzan's like main squeeze in her business. I mean, I knew you were, but she was like, basically she was like Sandra's my boss and I was like, I love it.
So I know your reputation in the online business world procedure and I think that I couldn't have a better person to be on the show to talk about, about really running our businesses, you know, and, and I think that a lot of people and you could tell me if I'm wrong, but I think you work with a lot of creatives and so do I.
I myself am a creative and I think that a lot of times when passionate creators, creatives, really just want to like create businesses around their work and around their passion and what they're really good at doing.
The thing that they didn't do is go to business school and they start, we started business and we're sort of like, we know that like we can sell something and get paid for it and it kind of starts out like that.
Oh, yeah, you can pay me for my service. Awesome. And then we get to a certain point where like that's not enough of a structure to like run your business right and other stuff starts happening like because the first few clients that we get.
I think usually do fall in our lap. I think that it's easy to get that first round of clients and for some people it's even easy to get to their first six figures, but like, but then we also get to a point where we start realizing that we have to do a lot of other stuff we have a lot of decisions to make.
We have to make choices, we make choices about where we invest our most valuable resources, time, energy and money and it gets hard to figure out all of those things on your own and it gets overwhelming and confusing.
And I think that that's when people start, you know, thinking, what do I need and who should I hire and where should I spend my money even before they hire a team member and I know I've seen lots of business owners make a lot of costly mistakes.
Yeah, let's start off with that. I'm, you know, like, I'm going to let you take it away.
Yeah, I mean, like, yes to everything you just said, because yeah, nobody that I work with, none of the people I've ever worked with or really ever met in the online space is someone who got into business to build a business.
Like they got into business to like earn themselves some financial freedom or some time freedom or like you said, because they have a passion about something that they really want to bring to the world.
They just want to share their gift with people and they typically get into business and, you know, some struggle to hit the six figures some find it easy, like, but really what it is is they don't know what they don't know.
Yeah, and they hear a lot about the, you know, the self made person. So they feel like it's possible to do it on all your own.
And it's not like all of those people who say self made they were not self made in the way they are saying it.
Right.
They're self made in the way that they didn't inherit wealth necessarily, but they didn't build the business on their own. They had, they had team members, they had mentors, they had people to talk to.
they had more.
lots and lots of help and support along the way. That's the only way you can build a business.
So so many people that I've worked with in the past, they've they always start with like I think
everybody I've worked with in the past always start with thinking they have to do it themselves.
The number of people that I know that I've known that said oh I guess I have to learn Facebook
ads before I can hire somebody to do Facebook ads. Yeah I'm like no no that's not that's not true.
So really helping people one of the biggest things I do as a fractional COO besides finding
the friction in the business is helping them really understand what the actual cause of the
friction is in their specific business and help them understand that the support that they need
because yes sometimes it's going to be a team member. Sometimes it's going to be just a really
darn good system. It could be just about anything. Yeah well you know it's funny that you said
they think they should get really good at Facebook ads before hiring someone to help them.
Have you ever met a business owner that was talking to you about like whatever doing an audit?
I know you do audits you know sometimes as a first step. Have you ever talked to somebody
and then thought oh you shouldn't even be doing Facebook ads right now right because I know that
like one of the things that one of the things that I love about you and I don't know if you know
that I would know this about you but because I know some of the people you work with and I also
know some of the people that have done like smaller things like audits and stuff with you
and they're my friends so they tell me stuff and I know that one of the things that you are not
afraid to do is question whether or not someone should be investing money and/or like time and
energy in certain things like that's part of your job is to come in and see what the business owner
thinks they should be doing or maybe they get an idea that they're going to like create this new
offer and that right and I know for fact that you've told some people I don't think you should do
that right now so like tell me about that because I think people often run to things like new
offers or Facebook ads or they get they think that they should like go do this and like I know that
you've said like I don't actually think that's like the smartest move for you right now in your
business. Yeah 100% like I feel like that is one of the main criteria of my of my job is to ask
questions into challenge assumptions and to challenge you know and yeah challenge assumptions
but then also help them remember their goals and help them remember what they're trying to accomplish.
I literally just had the conversation with the client the other day who had you know we just
settled we're gonna work on top of funnel stuff all of this and then she said oh you know what
actually I think I'm gonna review all of my course material and I think I might want to rerecord
like all of my course material and I'm like wait wait wait why why are we doing that so I'm like no
that's not um that's you know and I don't usually like tar you mentioned tarzan tarzan likes to say
that she likes the fact that I say no um to her when she wants to do something but really I very very
rarely say no I just ask questions about why we might do it and I might give my opinion like I'm
not sure that's the best course of action but ultimately it's your business it right you know I'll
support you whatever you decide but let's have a conversation about it and actually determine
because at least if you have the conversation then you understand the the risk the potential
risk and rewards so yeah you know because sometimes you have to follow your gut sometimes everything
you're seeing is telling you no don't go that way but there's something in your gut that's like no
I gotta go that way yeah and that's fine as long as you've analyzed the situation and you understand
what you might be getting yourself into so that you know you can deal with it regardless whether
it goes really really well or not yeah 100 percent I think that that's also the what happens when
you have the mind of a strategist like a strategic banker because I do the same thing and it's not
telling people no but it's sort of like asking the questions and then it may be that they come to
their own conclusion after really answering those questions they're like oh I guess I I shouldn't
do that you know but one of the things that is very hard is that you've got two I think like you've
got two different avenues that this happens in the one is the lane when you're working with people
that are creative they get a lot of ideas right and they and they're sort of they're I mean I don't
even know is that I'm a generator in in human design I think it's the manifesting generators though
that are the ones that get like a lot of ideas right like you know I actually feel like I don't I
often think I don't have a lot of ideas because it takes me so long to like actually birth an idea
but then there's the managers who are like right they're like they're like idea machines and yeah
so you might have someone like that who needs that voice of like all right let's actually like
really talk this through right and then you've got the other side and there's probably other
lanes too but you've got this other side where it's natural that an entrepreneur a business owner
is going to go through moments of fear scarcity looking around at what other people are doing so
compare and despair and come up with some idea that's rooted more in fear and scarcity or in
comparison or whatever right so you've got lots of different reasons why we may come up with ideas
for things and we need to have the right the person to be able to like have the conversation
with us that's going to help us to figure out where is this coming from right and then is this
the right move to like make while also supporting somebody in being able to like listen to their
gut and their intuition yeah yeah exactly 100% they have you have this constant like war within
yourself a little bit about like one maybe you are that you know that fast acting creative person
who's just like wants to like has an idea and wants to see it in the you know implemented in the
world or you might be like you know you hear all the you know everybody's doing AI so I have to do
AI I'm going to miss out or you know so and so told me to do this and they're doing really good
so I should do that too yeah and it's really easy to lose yourself in that and especially when you
also have the added pressure of urgency in your business in regards to like making money you know
like if you're in a dip in your revenue there's not much else on your mind other than what can I do
to fix that dip right and you're going to go to the things that you think are going to be the
fastest easiest things but those are also often not the right steps yeah often the best step is to
pause for a second assess and then make a decision to move forward and it's the hardest thing for
most people to do in their business is to take a pause yeah pausing and then something else that I
think is very under like talked about or overlooked or whatever is that very often when we
feel like we need to make more money or we want to make more money whatever and we feel that
urgency and a little bit of that scarcity I'm just curious if you if you agree and you can disagree
like if you disagree um I find that usually what we do when we pause is we first go what do I
all what am I already doing or what do I already have within my business that I should be looking
at or leveraging because I believe that there's there's money like where there's money without
doing something new and that's that's what I think I think that like we many people underestimate
the the power of looking at your own email list or at your own ecosystem or what you're what you've
already had success with whatever you want to call it and that there are levers to pull before
like going into that mode of like I have to do something new and different or I have to
copy what someone else said or you know I mean what do you think of that yeah I think it's true um
people will hesitate to um look at it's so funny because it's such a weird dynamic people will
hesitate to look at what's already working in their business and kind of like rinse and repeat
um especially if it didn't do super well like if it didn't hit their like local or whatever
then they think they have to throw the whole thing out and they're really nervous about investing
anymore time or effort in like um iteration and like fixing what might be broken and um then they
also have the opposite where it's like if they do you get to a point where now they they're stuck
in the sunk cost fallacy where if they they have iterated a few times and it's proven to just
not be the right path then they're like oh but I've already spent all this time money and you know
energy in it I might as well keep going and it's like you have to so it's this balance right
of like figuring out
How to iterate and when to move on.
How did you so tell us a little bit about like your background like how did you and how did you end up because I'm always so fascinated I feel like I ended up in the.
I don't even know if I really mentally have crossed over into thinking of myself as an online business owner because I still think of myself as like a very in person.
Human connected you know I feel like I think of like zoom and social media as like as places to yeah extensions of places to hang out.
Yeah and to like and that gives me the ability to like talk to people like you're in Canada right like we're you know but like I think like I entered into this world you know from owning a yoga studio right so I had a brick and mortar in person.
In person business I was a performer a stage performer not even like a movie performer so I've always been this like person whose work has always been like requiring other human beings to like be in the same room as me.
Like all my work stage and then and then teaching yoga and owning the studio and then when I started my coaching business.
Even though I was meeting with my clients online my first god knows how many clients came from my students that were my yoga students right so.
I never thought of myself as someone who got clients from the internet and then it's really when I met some of the people that I met when I met you like when I started really entering in the world of you know when I met Laura and when I met Marisa and you know I'm saying these names because everyone listens to my show knows who all these people are right.
And Salina and you know that that I started going like oh wait a minute there's this whole world of people who think of themselves as online business owners and there's this world that we call the online business world and and so I guess I'm in it even though like it's not really but it's a world of people who are all doing like some sort of work that's an extension of their.
I think it's all creative work like everyone I know is either either some sort of writer marketer coach transformational expert like you know like everyone brandy everyone out here is doing this work.
How did you end up in this world like how did you find how did these become your people and what was your background like that that that you know led you to being a fractional COO which is also a term that I never even heard of.
Until I was in this this world.
Yeah so it's it's an interesting little journey it's funny the fractional COO term is a corporate term that you do get in the corporate world and it's just transitioned now into the online space.
I started so I've always been the person like in every company and every place I've ever worked it's I've always been the person that I do all of the jobs.
It's like I've just always naturally been able to see and understand how things are connected and how a leads to be and affects D down the road.
So that's always been a superpower and I'm a people pleaser and like I fed all of my personality assessment things into into clawed at one point and it's like basically like you just like to help you don't care.
And I've always said if I if I could pay for groceries with gold stars like you could just give me a gold star and I'd be happy so I'm kind of happy doing whatever as long as I can see that what I've done is made a difference.
And I've always been good at seeing the connections between pieces of a business so I came into this world through honestly my my child who was 14 at the time wanted to go on a school trip to Iceland and they are.
I found it later autistic but at the time we knew that they had social anxiety they were very introverted they did not want to go anywhere so the fact that they wanted to go outside of the house with strangers to a whole new country I'm like I need to make that happen.
So I actually started by doing virtual assistant work soon realized that I do way like I was working at a different level than most VA's so started calling myself an OVM that kind of got co-opted by the online space to mean something that I didn't mean it to mean.
So then I adopted the fractional CEO title because I feel like where I shine in a person's business yes I can get in and I can I can set up a funnel and do the tech and all that stuff but where I shine is seeing getting to the underlying friction getting to the underlying cause of the actual friction.
Like one of my favorite stories is actually from early on when I was working with Tarzan and I'm still working with Tarzan but when when I was first working with her and she kept telling me you know every time I look at my calendar I feel really overwhelmed.
And I was like okay so at the time we weren't using a project management tool and she was tracking most like not tracking a lot but tracking things in her calendar I'm like okay well maybe you need some some time blocking so you're working at specific times try it didn't work okay well maybe you need some white space so let's do a project management tool and you have white space nothing goes in your calendar unless it's an actual meeting nope still doesn't work.
And I think I tried one other thing and then I was like I need you to show me your like what are you looking at when you see your calendar show me the actual screen and she showed me the screen and I was like okay I know that burnt fire orange is not your favorite color.
Can we try changing this to this nice blue color and she changed it and she hasn't had a problem with her calendar sense I mean like she's had weeks where she's felt overwhelmed but she's not had a problem with her calendar ever since and that was like 2017.
And it's because I just kept asking the question like I kept we kept trying it wasn't I don't I'm not big on like going oh well it's an unsolvable problem it's like no there's a cause that we just have to find it.
So that's true of like you know people who struggle to hire like going back to the idea of hiring like people struggle to hire for so many reasons like maybe often they don't know the role they need to hire for.
And they just you know talk to a friend and the friend says oh this person helped me you should hire them and then they just hire them.
But there's also so many other reasons people might struggle with getting support in their business and sometimes it's you know they don't have a problem finding a person but they have a problem keeping the person.
Even that can be like so many different reasons you might be like you know either you're two hands off and help it you know getting them on board it or you're just to like micromanage and you chase them away like it could be a variety of reasons so my job always is to figure out what's what's the reason most.
Yeah yeah that's so interesting as you were talking about that I was just thinking about how the skills.
That we develop or that we need to develop when we are want a business we want to run our own business.
And what you were just describing also is sort of like it's like simultaneously also figuring out how to be a leader in your business right and so it's sort of like how to like.
And I think that even that's so difficult you know like a lot of the people I work with even just getting them to be able to make offers to clients right I'm like okay well we you're not going to make any money in your business unless you can actually tell someone what your offer is and how much it costs.
Exactly do that but then if you think about then having to have conversations with people that you've now hired and what that dynamic is and how to how to figure out what.
What the best way is to find the balance because you know like I know for me because I'm a totally over controlling Virgo perfectionist I've actually had to work hard on letting my team members do more stuff for me.
Yeah because I'm the person who's kind of like I'm like well I can do that like you know I'm always been looking everything but well I can do that well okay well I'll take care of that and my my literally Kayley will be like Stacy.
What can I take off your plate what can I do for you and I've had to like it's taking years for me to get to the point where I'm like okay well I guess I'll let you do this part you know.
I think we all have to find our our way but let's let's dive in to something that I you've been talking about this so much it's so relevant it's such an important conversation that it needs to be had and this is the fact that.
AI is here as we know and AI is you know it's hard to keep up I mean I know for me I get overwhelmed with like all the noise out there of people that are really good that it's just the way they're built right it's like their brains were built for it.
AI came, they did nothing in the realm of AI before AI arrived.
And now they're out there building all kinds of shit.
They're like AI experts.
Everyone is selling AI products.
Even people who are coaches and, you know,
whose business is that they're coaches and service providers
that now they're like, they've been creating all kinds
of low-ticket AI things.
Everyone is telling you you can build an AI team.
You can do the AI agents.
You can clone yourself.
You can, I mean, it is overwhelming, like to me,
because my brain doesn't, I'm not an AI tool builder.
Like that literally, there's not a sell in my body
that wants to do that.
And so I feel often like I'm being on my left behind,
on my behind, do I have to do this.
And one of the things that you've been talking about,
and you talked about it on, we're in a peer,
everybody just, you know, so Sandra and I are in a peer,
a peer sort of mastermind type community.
And so we get to be in pods and we do their panels
and you talked about this AI advisory board
that you had built for yourself.
And everybody lost their mind.
Everybody was like, oh my God,
tell me more about this.
But what I took away from that was that you had basically
created a way to not have AI in your, you know,
clawed more specifically.
The way people have started using AI,
I think is in this very, very broad stroke generic way
where they just go in and ask AI for advice.
Like literally they just open up clawed
and they're like, what do you think of this?
Or I can't get clients, what should I do, right?
And like, and they're just having this conversation
with clawed with AI, which is basically just going to
say lots of-- - Like you go to Google.
- Yeah, it'll tell you a bunch of shit.
And it's gonna be very biased to like what it thinks
you wanna hear, and it's also just gonna be pulling
from stuff that it knows-- - Very basic,
top-rated stuff, whatever, yeah, yeah.
- And so I think that what a lot of--
I'm not worried, I just want everyone to know.
I'm not worried that no one's gonna want me
to be their coach because they have AI,
but I think a lot of people out there are worried about that
because I think that people are going to AI
and thinking that it can replace
even their freaking therapist, right?
They're like, "I use clawed as my therapist."
So they're like using AI in place of a lot of things.
And one of the things that you've done
is actually started working on how to actually create a way
to use AI, and I think a more,
an actual intentional and strategic way
to help you in your business
is that a good way to sort of describe it?
- Yeah, yeah, I'd say-- - So what's about this?
- Yeah, yeah, I'd say 'cause yeah, you're right.
Everybody has so much coming at them with AI.
I always, I kind of like the metaphor or analogy
or whatever, I never get those words, right?
But the picture that I always think of is somebody
who like, they get a shiny new hammer
and they start running around their house going,
"What can I fix with this?
"Can I fix this pipe?"
And they start hitting a pipe and it just makes it worse.
And it's like, "No, like AI is a tool."
And just like any other tool in your house,
it sits in a nice little toolbox
until you need it for a very specific thing
that it was designed to do, right?
So AI itself can be an amazing tool for you,
and it can do a lot of different things in your business.
But the key is to figure out what do you and your business
need first, and then is AI the actual best tool
to use for that thing?
So it's not always gonna be the best tool,
even if it can do the job, right?
So the thing that I like to use AI for,
I definitely do use it to do things in my business,
but I like to use it as a thinking partner.
That's my priority is using it as a thinking partner
rather than a doing partner.
So I was sitting there the one day and it's like,
"I wanna have an advisory board.
I wonder if I can make this happen."
Because it wasn't just having a conversation with AI,
I wanted it to have guardrails and be able to give me
the perspectives that I was missing in my business
that I couldn't easily find.
Because going back to like,
it's either you can't afford to hire people
for each of these roles,
or you don't have anybody in your life
that can act as that person in each of your roles,
either of those roles.
But also often when you're talking to somebody,
even when you're seeking advice,
it's like you have to navigate their feelings
and how they think about their ideas.
You have to wonder, do they have the skills and knowledge
in this area?
Do they have all the context that they need to have?
Do they have a horse in the race?
Like sometimes my employees,
they definitely have a horse in the race.
So they're gonna, my clients have a horse in the race.
Even my coach, if I am talking to my coach
to a certain degree, depending on what I'm talking about,
talking with them about, they might have a horse in the race.
They might be like, oh, I really want you to use my framework
so that I can tell people my framework is amazing, right?
The AI Advisory Board helps me take all of that information.
So I still like having my coach
'cause it's great to talk to a human being
and get their perspective
and they've done it in, you know, with a lot of people.
But also take that information
and get the perspectives that are missing
even from my coach and me
'cause we don't, the two of us,
we don't cover all aspects of business.
So I have, you know, a financial officer
who can like remind me like, oh, you know,
like we're trying to hit this revenue goal or whatever.
I have my revenue officer who can remind me like,
oh, pricing matters.
And, you know, stop giving things away for free.
And like, here's how you might package this thing up.
I have an intellectual property officer
who will remind me like, oh, that idea you have,
that's actually really valuable
and nobody's talking about it in that way.
Let's package that up as a framework
or as something that you own
as your intellectual property
'cause that doesn't come naturally to me to do that.
I have a marketing officer who can help me figure out
how to do the selling and all that.
And then I have a chair
who kind of just keeps everybody on topic.
So the chair is there for making sure
that whatever we're supposed to be talking about,
everybody is talking about it.
And then I also added somebody who is an expert in
introversion like introverted business owners
and neurotypical and all that stuff
because, you know, I have social anxiety
and I'm an introvert.
So like sometimes what my board might suggest
is something that I would find really hard to do.
So this person on the board helps me interpret
in a way that I might be able to make it happen.
And together they form this advisory board.
They do not always agree with them with each other.
They definitely don't always agree with me.
And like since I started using them,
like they helped me secure an additional $13,000
to my top line revenue every month.
And they helped save me like just,
this just in the few weeks of using them,
they helped save me like at least 24, 25 hours of like
just down the rabbit hole time of chasing a marketing
ploy that wasn't gonna work for me and my business.
So it's really a great way of getting
your assumptions challenged, your ideas tested
so that you can like move forward.
And I like I even do it when before I would talk
to my coach anymore, like I will talk to my board
get some clarity and some confidence
around what I'm thinking about so that I can bring
a more cohesive, you know, topic to my coach.
And then my coach can do their magic
to like help me move that forward.
So.
- Okay, Sandra, there is so much, I'm like, okay, first of all,
so brilliant.
There's so many things that we are that I wanna remember
to talk about with you now.
Okay, so number one, I'm gonna just like make a note
of what I want us to talk about.
So first and foremost is just acknowledging that,
I think we kind of touched on this earlier,
but I think so often when business owners at any stage,
like whether they're earlier, you know,
not generating a lot yet a revenue or the R-establishment.
and they're making money.
I think that one of the most challenging things,
when we feel that we need something
or that we wanna do something,
whether it's like, whether it's that we wanna up level,
we wanna make more money,
we wanna solve a problem that we think we have or whatever.
I think one of the most difficult things,
I'm in it right now just so you know,
I think that one of the most difficult things
is to figure out what you need
because it's really easy to think,
"Oh, it's marketing."
Or, "Oh, it's lead gen."
Or, "Oh, it's this or that."
And I think that like it's really, really difficult
to know what, which one of those people
from the board would be the one that if you had to choose
someone in real life to try to talk,
like I think it's really hard to figure out what you need.
So that's for, right?
But what was coming up for me
when you were talking about your board
was I was like, I don't even,
like you had to create that though, right?
So I'm sitting here going like,
I don't know, I wouldn't even know where to begin
because I literally have been trying just to get clawed
to use a clawed skill on my brand
to help me when I'm writing emails
and every, or I'm writing a sales page right now.
And I feel like every day I have to be like,
didn't you read the skill?
Didn't you read the brand skill?
And so I'm like, how did you get
to create something that is operating in this way?
So can you share a little bit about this with everyone
'cause I'm sure they're thinking the same thing.
- Yeah, yeah, 100%. 100%.
So the first thing I'd say is I didn't overthink it.
And which is a trap that a lot of people
when I'm talking to them about it, they're like,
oh, so then I guess I have to do this
and it's like, no, we don't have to.
So all I did, I talked to clawed
and I said, hey, here's all my business contacts.
So first of all, it knew everything about my business,
it knew my company history, what my goals were,
who my clients were, who my ideal clients were,
like what my offers were, like it had all of that.
And then I also uploaded all of my personality assessments.
So it had my disk and it had my Colby A
and my anyogram and my human design, all of that stuff.
And then I, and it knew like the role that I played
in other people's businesses.
So it knew my skills and knowledge and everything.
And then I said, so who, based off of, you know,
all of the things that I've told you in regards
to my struggles and my goals and everything,
what roles would be best to have on a advisory board?
I want to create a board of advisors.
What are the roles I need to have,
the perspectives that I need to have?
And it highlighted the, because my thing is like,
I will do anything for anybody, right?
Like I'm always giving things away for free.
And so I needed that revenue officer
and that the financial officer,
people who were gonna keep me focused on like don't,
you can't give everything away for free
'cause you have to make money.
So I needed that.
And then also because I'm constantly thinking that,
like everybody knows all this.
So like none of it's mine.
Yeah, yeah, yeah, I think so, yeah.
- Yeah, it's like everybody already knows it.
This isn't an original idea.
So it's like not my IP.
So then I needed that officer that's gonna be like,
ah, no, that's IP, right?
And then I'm not strong at marketing.
Social media is like way beyond me.
I'm not, I don't like talking about myself.
I don't like saying, oh, you have to get my thing.
I'm the only one that can help you.
Like marketing has always been a struggle for me.
So I definitely not need that marketing person, right?
So it knew all that.
So it told me these are the places.
And I think it gave me like one or two others,
but it would, it also said these are optional.
You probably don't need them all the time.
So I made those into like committee members
and I can get into that down the road.
Don't have to worry about that right now.
So yeah, I just took the top, the top recommended ones.
And then from there is I said, okay,
so who in the real world is a really good representative
of this role and that would work well with my business.
That would challenge me well
and also help me build confidence and all of that stuff.
Like who in the real world is a good example?
And then it gave me some examples of those people
and then I just asked it, great,
can you create a skill for each of these roles?
Base it off of these two people or these three people
or just this one person.
What I did not do is I did not have it go
and do a deep dive research into those people.
I'm not trying to recreate those individual people.
- Right.
- I'm just giving the AI guidelines of guardrails
for like as my CFO, you're thinking in this way,
you're thinking, you know, in the profit first model,
you're thinking of like, you know, whatever
you're thinking in this very structured way,
not necessarily as this very specific person.
- Right, right.
And then did you have to go deeper into telling it,
like I find that like I have to spend a lot of time
with Claude telling it what I don't want it to do.
Like do you feel like that or do you update the skill at,
like I guess like like it's okay,
like could you give us a little bit of an example
if it feels appropriate, if it's too personal, don't.
But like when you said like that you added $13,000 in revenue,
like I would just be curious, like how did the board
help you with that?
- So the way the board helped me with that
is I had put out a proposal to somebody
and I hadn't heard back and it had been about a week.
And so all of myself doubt was coming up.
And like this was a really big proposal,
the biggest proposal I ever put out to anybody.
And I knew they were gonna come back with questions.
When I put the proposal out originally,
I was like prepared.
I'm like, I've thought about this.
I know everything like, you know, I'm really confident.
But as the days went on, I started thinking,
oh, what if I'm like, what if I don't know anything?
You know, I started like just doubting absolutely everything.
So the way the board helped me was I brought it to the board
and I said, okay, so here is a proposal I put together.
And I can't remember the actual prompt I used,
but basically like, here's the proposal.
I want it like, you know, is there anything
I could have done better here?
Like is this really the best thing for this client?
And it just started at like they started asking me questions
and I basically had to press your test this
and it would be like, oh, well, you know, maybe not
because of whatever.
And I'd be like, no, but like that actually has to be there
because this is how this person works.
So they really need this because otherwise this happens.
And oh, okay, well, in that case, that's a good thing.
So I basically every single decision
that I had already gone through to create the proposal,
I was able to go through again with these five
kind of like business giants asking me like,
why did you do it this way?
Why did you do it that way?
And then when the client came back to me
with all their questions, I was able to just like,
no, I know that this is the right thing, not just for me,
but like more importantly, the right thing for you
to get to your goals, this is what you need.
You don't have to get it for me,
but you need this in order to move forward.
And that's how they helped me.
'Cause otherwise, I probably would have gone,
if I hadn't have done all that prep work with the board,
I bet you like, 'cause I know that I would have,
'cause I've done it before, I would have been like,
oh, well, you know what, if it's not,
like if it's too much, how about,
and I would have discounted, I would have like offered more,
I would have just, you know, kind of like rolled over.
And then I would have been really frustrated,
because, and they probably would have been frustrated too,
'cause I wouldn't be able to deliver what they need
in order to get to the goal that we've discussed, so.
- Oh my God, this is so, that is so fantastic.
Thanks for sharing that in so much detail.
So, so what do you think, so okay, so we're gonna,
we're gonna come back to the AI in a second,
'cause we had a couple of things that I came in,
I told you I came into this conversation,
like wanting to make sure that I,
that I got to talk to you about a couple of things.
And so, we're gonna come back to the AI in a second,
but one of the things that I wanna also make sure
that that we get to is, is this kind of idea of,
like, like, how to know who to, like, so we've,
when you wanted to talk about the sort of the people
that you're getting advice from or the voices in the room,
were you referencing this AI, like advisory board,
or are you literally talking about humans?
'Cause I wanna, they tell me what you meant.
that when you told me that that was something that we could actually talk about.
Oh, in regards to like hiring or about decision making and about like and about like who because
I think that like this is probably one of the hardest things for every business owner at any
stage of business is making decisions and I think that do you agree that like that to be
successful in our businesses we kind of have to not rush. We shouldn't rush but I think we also
have to be able to like take decisive action right like we can't really have to belabor or wait
a long time and then we also can't really outsource our like we can't really outsource certain important
things that like only we can know about like what's best for us or what we really want to do
and so like let's talk about what about this conundrum for business owners yeah yeah yeah so the
voices in the room things so I think like yeah the the thing that I was referring to there
was you know as a business owner like a lot of us do know we need support we need advice we
need you know and that's why we the first why we listen to podcasts it's why we read business books
it's why we like join masterminds and read blogs and you know follow people on social it's because
we're trying we're constantly like keeping an eye out for that tidbit of information like because
again most of us didn't get into business to build a business where we didn't create a business
plan and go okay here's my like break even point and my exit plan um we're just like doing our
thing so we don't know what we don't know so we're always searching for it and the problem is when
you're doing that you're taking advice from so many different people yeah who all have their own
reasons for saying what they're saying yeah and they have their own experience and their own
biases like it's all of the sound bite advice you know like I remember back when I was a
virtual assistant I think it was like Amy Porterfield found out about um uh integrators the
integrator role and then all of a sudden everybody's like Sandra are you an integrator because I
need an integrator because Amy says I need one it's like it's like I get I get that she has one
and it's working for her but that does not mean that you need it so really a lot of us don't ever
think about curating the room that we're hearing from um we don't really think about the voices
we we're just thinking about the advice and how we might implement it for ourselves yeah and I think
it's really important to like curate your room and know who you should be seeking advice from
um you know it may not be your business bestie your business bestie might be that group the best
person to go when you need a cheerleader yeah but they're not necessarily the best person when you
have to make a hard decision in your business yeah you don't want someone like if you're thinking
like the number of times I've heard people say I just want to burn it all down I might go to
just a job in that situation you don't want your business bestie saying yes like go and do it follow
your truth and you don't want your business bestie saying no you can do it I believe in you you
need someone who's going to help you evaluate yeah which way is the right way to go yeah um and
it's really hard to curate that room especially in person um yeah yeah I think it's so interesting
that you that you're the way you're that way you talk about it because one of the things that
I have found over the years is that and I actually knew this from before I was a coach in this space
right when I was um when I was a yoga teacher um and I used to I was very very much that person
that always was going to advance trainings and I was always you know like always deepening
my own knowledge and my own experience even though I was like certifying people to be teachers
and everything and you know this one time and so I I'm just sharing how I known this for so long
but you know this one time I was in this advanced workshop with with a with a teacher who's like
just like like just like it for if you're in the yoga world for me it was like oh my god I can't
believe I'm in this room with this teacher named Ramanon Patel right and um and I was somebody
who studied vinyasa yoga and there's another kind of yoga called ashtanga yoga right so these
are just lineages they're just different lineages of yoga right and we're in this workshop with
Ramanon Patel who's a naengar yoga yoga teacher and he was teaching breathing in this certain way
and then when we came for day two he started with Q&A and this one guy in the room was like raises
hand and he's like well you know you were saying ex about breathing yesterday you were saying to release
the abdomen but you know my in my teacher says do this with the abdomen it was like you know it was
it was hold the abdomen tight or something and and and this teacher he said well it's just a
different lineage it's not that one is right or wrong it's just that like it's from a different
lineage right and and so in my yoga world I always felt like okay it's it's really hard to like
listen to many many many different voices unless you're able to kind of like have this very
discerning almost like an ability to be objective when you're hearing from lots of different people
and be able to assess like how and how does this apply to me and does it apply to me and
and where does it fit into the model that I actually feel the best operating within right like the
system the system because yoga is systems right and so I sometimes I feel like so much of what I
know about business right and how I help people with business comes from learning lessons like
that and I think that right now like when somebody comes to work with me in my in my academy for
example right my passion prosperous academy is this one year business development program right and
it's it is 100% rooted in the Stacey brass Russell like philosophy of starting and growing your
business right whatever and I teach my frameworks and I teach people look this is how I think that
you should grow a business organically without ads and blah blah blah and what I've learned is that
if when people are in my program and then they also want to take so and so's course and then they
also go join an Instagram and then they want to go do this or they like hire someone to work on a
website and they don't tell me right and and I start seeing I'm like okay what you're doing right
now is you're actually you're actually trying to to do too many things that are not coordinating or
that are not they're not like coming from the same thing and and it's always best to like do one
not one thing at a time but sort of like do something and know what you're doing and give it
your full attention rather than constantly having that like shiny object syndrome that is so easy
to get nowadays because there's so many voices out there there's so many people who are telling you
right so sometimes it's also like you have to make a choice right and just sort of like
know what lean you're in and stay in that lean for a little while before you can even know if
it's the right one or if it's working yeah yeah exactly it's that that pause that we talked about
before being able to to to be discerning about like what you're doing and like take the time to see
like did it work if you do too many things at once you'll never know like what's actually working
and what's not actually and what's actually just you know busy work or or hurting you yeah so I feel
like back and that's the one thing like you know with an AI advisory board it's really easy they do
they they help you with that bit right like why went to I went back to my board about something
and the very first thing it asked me was like hey did did you get that contract signed yet and
is this person trained up yet and it's like so I had to like answer that question like it remembered
what it was we were talking about and then I said oh well also I want to you know I want to launch my
skills society program in you know August and it's like wait um what about this other thing that we
this other marketing thing we just talked about doing like where are you with that what are you
doing here yeah um so that's really again like going back to the idea of curating the room like
that's really hard to do when you're when you're getting advice from everybody especially if it's
like no one on one people should curate the room because you when you're talking about that you're
talking about humans right like you weren't talking only about the advisory board so yeah what is
your how how would you so are we talking about when we say curating the room are we talking about
finding
the right people to have the conversations with or to get the advice or the mentorship
or the coaching whatever you want to call it. What do you mean by that? And how would you
tell our listeners like what can they do to curate the right room?
Yeah, I think it's very, very good question. It is, I'm talking about the people.
It like actual real life human people in your in your life. And when I'm saying curate the room,
I'm talking about taking the time to figure out of the people that you know and that you have
access to or that you could purchase access to if you have the means, figuring out who would be
the right person to talk to. Because a lot of us just default to, you know, oh, this is a person
that I get along with well, I'm going to talk to them, or this is a person that everybody respects,
I'm going to talk to them. So digging in just a little bit more like, especially when you're
looking for like a really hard decision, you know, if you're, if it's an easy decision, whatever,
but like for really hard decisions, think about who should you be taking advice from. So for instance,
back in like 2020, I was, I had an idea for like how I wanted to change my business. I had this whole
plan that I was going to do. And I was ended up at a mastermind, a one day mastermind. And
as part of that one day mastermind, we got broken up into pods and there was a pod leader who was
a very impressive business owner. So the one I ended up with was his name is Alex Scherfen. He's
built and sold and built and lost and built and built like numerous business like very, very
seasoned entrepreneur. He knows what he's talking about. He's very smart. But we were just in this
little tiny group and he was just like going around, tell me what's happening in your business.
And I said, well, here's, you know, what I'm planning on doing. And he immediately, no questions,
no nothing, immediately said, oh, don't do that. You don't want to do that. That's going to be a
waste of your time. This is what you should do. And he told me about this, you know, having
a like a VA agency, which I had already considered and said, no, what we're going to do.
If I had have taken the time before going into that room and deciding like, you know, who I was
going to listen to, I wouldn't have taken his advice. But because I didn't take the time, I was
caught off guard and I was wowed by his, you know, knowledge. And I was just like, well, you know,
like, I guess I don't know anything. I should just do that. And I spent the worst year. I made lots
of money, but it was the worst year. It was like my best financial year and my worst like mental
and time year. So yeah, it was so bad. So if I had to carry the room, what I would have done is
said, okay, I'm only taking advice from people who take the time to get to know me, ask questions,
like if it's a really deep conversation. I am not making any final decisions here, you know,
it is just information gathering, not decision making time. And I didn't take the time to really
put that in my head. So I just, you know, if you don't, if you don't make the plan, like,
if you're going on, you know, going to go rafting or something, you kind of have to make the
plan of how you're going to deal with things as they come along. Otherwise, you just, you know,
you just get run over by the waves. So, and that's what happened to me is I just got blown down
stream on a completely different path. And, you know, I was lost for for a whole year. So yeah,
curating the room is about making the conscious decision when you find yourself in a room with
people to tell yourself, I'm, you know, am I here to make a decision or am I here to collect data?
Regardless, who are the people, like, whose perspectives do I need? Like, if I go into a room,
I don't need to seek out more information from more people who are COO's and that type of person,
I need the missing perspective that I don't have access to. So yeah, that's who I might want to
talk to seek out and take advice from. Yeah. Oh, so good, Sandra, because okay, so I just want to
respond to a couple of those things that you said. First of all, I think it's so important for people
to know the difference between, for example, like a mentor or a coach, right? Because a lot of times
people can tell you lots of great stuff about what they've already done themselves,
but it doesn't mean that they are really great at helping you in supporting you with your business
if it's not the same model or the same or, or using the same, like, kind of philosophy or,
right? And so, but a coach hopefully is more the kind of person that is going to ask you so many
questions that then when you start, then, then what if they want, if they even do give you any
advice or thoughts, it's going to be based in that they've collected information and they're using
that and they're able to to come from an objective place, whereas a mentor might be more someone
who's sort of taking you under their wing and being like, let me show you how I did it, you know,
and that's those are those could be the same person, but it also
often isn't because a lot of times people that are good teachers or mentors are actually not coaches.
And coaches should be able to help you, like, figure out what's right for you by asking you the
right questions, right? Yeah, yeah, and if there's information that they don't have access to, like,
a good coach should be able to say, okay, well, I've not helped somebody of your, like, in your
situation, specific situation, here's what I think and here's what I think we need to know before
you move down whatever road, you know, and also needs to be able to say, that's not the kind of
business I help people, but like, I'm very, very, I'm very clear about the fact that like, I am not
the coach for someone who wants to do one of those, like, sort of like, I want to just like have an
automated business and sell low-ticket stuff on autopilot by writing emails. I don't really feel
like, I mean, I could coach you, but I don't feel like I can tell you that I know how to get those
results for sure, because I don't have those results for myself, do you know what I mean? Yeah,
it's really interesting I was out the other, I was out a gathering the other night with
entrepreneurs, some entrepreneurs, and I was having a conversation with a woman who I had met
one other time, and she's a coach and she's, you know, an entrepreneur and we've met in circles
together, and I wasn't, you know, I wasn't like being like, I'm gonna make her my client, you know,
but we're having a conversation, and as soon as someone starts telling me about like, what they're
doing or their plan for their business or whatever, I mean, it's just my nature, I can't help it,
I ask questions and whatever, and so I was asking her, because she told me what she was doing,
and my antenna went up, because I was a little bit like, huh, like, I don't know, like, I was sort of
being like, I don't know if like, you should be running ads right now, like, it doesn't sound like,
so you know, so I was asking her a bunch of questions, and I was very clear, I said to her,
is it okay with you if I share with you some of my thoughts about what you've been,
what you're telling me, you know, and she was like, absolutely, and I said, okay, because I just,
I never want to make anyone feel like they're, they're, they're planned socks or that they shouldn't
listen to their, she just hired a marketing person, whatever, I was like, but I, I can't help,
but like, like, wanted to share a couple of things with you, right? And, you know, and by the end
of that conversation, she was like, wow, thank you so much for like having this conversation with me,
but like, but, but basically it was because I asked her so many questions and I, and I actually thought,
a lot of times when people hire like a marketing person, that person's not a coach, and so they
don't always ask the, the, the, the level of questions that someone should ask before they tell you
that they think it would be a good fit for you to hire them and have them put this plan in place
that doesn't really take into consideration where you are in your business, what your audience
size is, like, what your offer is, what you're really selling, like, like all of these things, you
know, so anyway, that's a really great, and one other thing is I never, ever like getting my,
having a masterminding thing with strangers for this very reason. I often feel like, because when
we, when you and I go to things where it's like, we're going to mastermind together and people put
us in a breakout room or whatever, and you know, sometimes I'm a little bit like, I don't really
know if I want like masterminding right now, like, you know what I mean, because it, because these
are people who I don't know and who don't know me, and so I don't,
know you know yeah yeah it's it can be it can be a tough place to be in when
you especially when you're told like oh well the group is really curated and
but you don't know how it's curated and stuff so it could be really tricky
because when you're you're in a space where you don't know you don't know the
person in the room so it's like okay so you're giving me this advice but like
what's the context behind that so then that's where we have the responsibilities
right to say oh that's a really interesting idea what you know how did you
come up with that where did you hear about it like how have you seen it work
and think about things and ask questions of them before we just like run
off and implement that's the one thing I see so many people do all the time
too it's like they're like oh well I see so-and-so is doing this thing oh so-and-so
is going only on sub-stack so I guess maybe I should go in on sub-stack it's
like okay but do we know it's working for them and is there business the same
as our business and will it what do we know about it in that way like will it
work for us yeah and also this thing with like people hiring people because
that person is out there talking about how much money they make talking about
their their launch that whether it's six figures or now it's a million whatever
right but like you know and then you see these people and we talk about this
on the show a lot Sandra which is like we talk about how you never know though
anything else about like what went into that how much money they spent to do
it how big their team is how big their audience is what how much they're
running on ads how much like how big their list already is like you know how
much of that like they sold like upselling like until some unless somebody's
literally willing to give you a debrief of every single thing about how they
make this money or when people say like 10 came months 20 came months 50 came
months 100 came months I'm always like great I'd really love to know what made
up that revenue not because I don't believe you but because it's not gonna I it
means nothing to me like it means nothing to me if and whether or not like I'm
interested in like learning from you whatever if if I don't have any idea of
how you did that because because it might not even be possible for me in my
business and I know we're not so it's not possible but literally it's yeah if
I'm not selling something that is x y and z or if I don't have enough people to
get into my audience like like then then that isn't relevant to me right now
do you know it again and so I just think that people need to hear this
because it's so easy to look outside other people and and think all kinds of
things yeah and we yeah when you hear somebody say like yeah I'm you know I'm
making 50 came months great that is that top line revenue likely what's your
expenses what did you pay yourself do you have any profit that's what I want to
know because like I did to have somebody or like years and years and years ago
someone that I knew who kept kept posting online how how much she was making
like oh my gosh you know I'm making this many this much a month this much a
month I just reached this much a month at the end of the year she was like you
know I just you know I hit a million dollars I had my first million dollar
a year so great and then fast forward so she posted that in January fast forward
four months to April and she's lost her house because yeah she made a million
dollars but she spent 1.3 to do it and so you don't know like you have to ask
questions about what you know what you're hearing and your business is not the
same as anybody else's business and even if you guys if even if it's like
somebody else is a coach that does like all of the same frameworks that Stacy does
that you know handles the same you know audience it's still a different business
because they're not Stacy you know they don't think the way Stacy does they
don't you know work the way Stacy does they don't move as you know as fast or slow
or whatever as you do like everybody's business is different because it's made
up of the the people that are in it and you have to you have to really think
about what you're hearing and what you decide to take in and adopt yeah yes oh so
good okay so so but let's go back to because we're gonna wrap up now so to wrap
up I want to first of all ask you is there anything that we didn't cover that
you want to make sure that you that is there anything I didn't ask you or
we didn't go in the direction that you feel is important um number two is there
anything that you want to share about like are you working on any putting
anything out into the world related to the AI advisory board you know do you
want to share anything I know your advisory board is telling you to not give
as much away for free but I'm assuming that you have something that you want or our
listeners to know about um yeah so like anything that you want to now like sort of how we
want to start wrapping up like I want to give you the floor to talk about anything yeah so I don't
think yeah we've had such a great conversations this has been really really nice Stacy thanks so much
good you're welcome but yeah nothing comes to mind is like oh we have to talk about this um I would
say like anybody if you are feeling like you're going to get left behind if you don't start adopting
AI you're not like um you there you won't be left behind as long as you keep an open mind and you
are actually assessing your business and thinking about what you specifically need you will find
AI when you need it where you need it um yeah if you do want um an advisory board for your
business uh you can go to um uh sidekick coo.com/ai board um all one word and uh we'll have
this in oh no yeah yeah yeah yeah yeah yeah great uh and there is a blueprint there the AI
board and blueprint so it walked just through like how to create one and of course if you know
there's also if you don't want to do it yourself um but you really want one uh or you just don't
know how to put it together there's an opportunity there's a link in in that blueprint so you can
contact me if you want my help putting it together I'd say using AI as a thinking partner more in your
business but giving it the context it needs really really important don't take anything it says at
face value either always ask questions and challenge it the same way you want it to challenge you
um and uh make sure to give it some guardrails so that it knows how it needs to talk to you
in like what capacity you'll you'll get much better results that way um and it's the easiest
thing you can start doing with AI it doesn't take any major setup um and it's really really helpful
just to get clarity on what you're what you're thinking of and what decisions you're trying to
making your business yeah I also just want to add for everyone listening I I will be saying this
and I've been saying it and I'll keep saying it I I really think it's also important to remember
that that there's a lot of fear mongering out there and a lot of like making you
unfortunately the job of a lot of people is to is to the use fear um as a marketing strategy
and and I think that it's very important to remember that if you do real human centered work
if you if you do work that at the end of the day requires a human being and and a human being
to be able to see who's on the other side of the work and be able to feel the energy and see
someone's eyes and breathing and to be the support for somebody and know when their nervous system
is like not in alignment or agreement um if you're really doing really intellectual strategic
thought work that requires for you to a human depth of understanding of of another human being
um don't worry you're not replaceable and I really do believe this so we have to look at AI
the way Sandra is saying we have to see it as as how do we want to partner with AI
for the things that it can help us with but we don't have to do is first of all try to have it do
stuff for us that like that we should be doing ourselves and second we don't need to worry
that it's going to replace us what we need to be doing is focusing on how it can't replace us and
what that means is go deeper and lean into your amazing unique gifts and skills and talent
because that is never going to go out of style and it's never going to be replaced by AI
and as a matter of fact people want the human connection now more than ever so
that's what you should be thinking of
about for your business is how can I connect with humans more and not figure out how to
use AI instead of yourself because that's not going to be good for your business.
Think about how can you use AI to give you and your team if you have one superpowers?
Yes.
That's really what it is.
I do think of AI as a team member in my business but it's not replacing any team members in
my business.
It's a support person for everybody.
Yeah.
It's an amazing way.
I was just on my team meeting before our call, our recording, and I said, "Hey, would it
help you guys if I gave you the Claude skill that I created about my brand to help Claude
with me?"
And they're both like, "Yeah, you know, so it's also like a great way to make the use of AI
among your team members more consistent like for you, like for your business."
Yeah.
You know what I mean?
So that like Ashley and Kaylee can have my Claude skill so that when they're doing work
for my business, they could have that as a project in Claude and it can know more, so
that there's more consistency, you know?
Yeah.
They do have to be careful with skills because skills are universal, so if you install
a skill, it's going to read it no matter what project you're in.
I know.
I was like, "So if it says Stacy, if it says my name in the skill, and then would that,
and then no, like not. "
Yeah, you have to be just really careful because the way they've built out skills is they've
made it, so it's so easy to use, you don't have to call a skill, so it just calls itself.
If you start talking about branding, but if you have more than one branding skill, it might
ask you which one to use, but it's not always consistent, so they'll just have to be a bit
careful about that.
Yeah.
No, I asked them immediately.
I was like, "Wait, would that work if you put it in your Claude?"
So we will go deeper with that, Sandra, for sure.
Thank you so much.
I think this is going to be one of the favorite episodes that people are listening to.
I'm so, so appreciative of you giving us your time.
Everything that Sandra mentioned, the link to the blueprint will be in the show notes
as well as, so Sandra's not huge on the socials, but we will be, as always, we put out
our reels and everything, so you're on social media, like you're there.
I'm on social media.
You'll be tagged.
Yeah, you'll be tagged, and so that way people can let you know.
I always like to encourage listeners and if you listen to a guest tell them, send them
a message.
Let them know that this was helpful or what you enjoyed about listening to this episode.
And I will be with you in your headphones as always next week.
We are sending you all the love and Sandra again.
Thank you so much for being here.
Thank you so much, Stacey.
It was great.
And if anybody does go ahead and make their own board, AI board, I want you to email me
or DM me and tell me about it.
I want to hear who's on your board, what roles, and what did it help you with first?
Amazing.
All right everybody, bye.
Thank you so much for listening to Passionate and Prosperist with me, Stacey Brass Russell.
If you like what you're listening to, please make sure you're following or subscribing.
And if you're on Apple, that's the little plus sign on the top right, so that you get
notified when new episodes dropped every Wednesday.
As always, I'm sending you love and high vibes and remember, life is hard and there's always
something you can do about it.
Thank you.
Podcast Summary
Key Points:
Many business owners struggle to identify what they truly need, often hiring virtual assistants or making decisions based on fear, comparison, or external pressure rather than strategic analysis.
A fractional COO or business advisor can help uncover the root causes of business friction and guide owners in hiring the right support, whether through team members, systems, or processes.
AI tools can be powerful but are best used as strategic thinking partners—not decision-makers—when guided by clear purpose, guardrails, and human oversight to avoid impulsive or biased decisions.
Summary:
Stacy Brass Russell and Sandra Booker discuss the challenges business owners face when scaling their ventures, particularly in identifying what they truly need versus what they’re pressured into doing. Sandra, a fractional COO, emphasizes that many entrepreneurs mistake themselves as self-made, when in reality, successful businesses thrive on support—whether from team members, systems, or mentors. She highlights that a common mistake is jumping into new initiatives like AI or marketing without first analyzing the current business model, goals, and underlying constraints.
, revenue, marketing, IP officer) based on the founder’s business context and personality, then pairs these with real human experts to provide balanced, objective feedback. This approach helps owners evaluate decisions more deeply, avoid costly missteps, and build confidence in their choices. The conversation stresses the importance of curating a strategic support network—choosing advisors who challenge assumptions, not just those who offer encouragement.
It also warns against the "shiny object syndrome" of trying to do too many things at once. Ultimately, the key to sustainable growth is not rushing to act, but pausing to assess, question, and align decisions with long-term goals. AI, when used intentionally and with clear guardrails, becomes a powerful ally in this process—offering strategic insight without replacing human judgment or experience.
FAQs
Business owners often assume they need specific tools like marketing or hiring, but they rarely take time to analyze their real pain points. Without a clear understanding of their business's underlying friction, decisions are based on assumptions rather than data or expert insight.
Before hiring, assess your business’s actual constraints and goals. Instead of reacting to pressure or peer advice, identify the true bottleneck—whether it's time, systems, or decision-making—and determine if a team member or a better system would solve it more effectively.
An AI advisory board provides structured, strategic perspectives by simulating expert roles (like financial or marketing officers). It helps challenge assumptions, test decisions, and offer objective insights without emotional bias, saving time and increasing confidence in business moves.
Pausing allows you to assess your current situation, evaluate risks, and gather data. Rushing into decisions—especially during business downturns—often leads to reactive moves that don’t align with long-term goals or your unique business model.
You should intentionally choose advisors who challenge your assumptions, understand your goals, and have relevant experience—not just those you like or respect. For hard decisions, prioritize people who ask tough questions and provide data-driven perspectives.
AI is not a replacement but a strategic tool. It can offer structured, fact-based insights and act as a 'thinking partner' to help evaluate ideas. However, human advisors provide emotional intelligence, context, and personal experience that AI cannot replicate.
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