Boosting Team & Tool Productivity with Sara Loretta

Welcome to our edition #12 of "Uploading" Podcast, where we go behind the scenes with creators to learn about content strategy, creation, production, distribution, growth, platforms, tools, and more.

Each week, we'll shoot over 2 valuable ideas and 1 key learning from our weekly podcast that might just change the way you see your content game.

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Your Uploading co-hosts
Blaine Bolus & Ramon Berrios

THIS WEEK’S EPISODE

This week on Uploading, we’re joined by Sara Loretta, the Founder and Chief Digital Architect of SYSTMS, and the 10th Consultant in the US to be certified by Notion.

She’s worked with clients of all sizes, including Creator Wizard, HYPER, and more.

Join us as we discuss:

• How to be happier with the work you do.

• Why you shouldn’t outsource the content pipeline first.

• How auditing your team can lead to better workflows.

2 IDEAS FROM THE PODCAST

Idea #1: Outsourcing operations is more important than outsourcing content.

It’s common to see a business owner or content creator outsource part of the creative before outsourcing operations, when instead it should be in reverse.

Sara explains that after years of not having anyone on her team, she’s finally decided to hire a strategist, instead of an editor (unlike everyone else on the internet, apparently).

Because, “I know how to run the SEO, but it’s not where I want to spend my time, and I understand there’s people that do it better than me.”

And roles you would previously hire out for, like repurposing content, can now be done by something like Castmagic. That way, you save time, money, and you’re doing things more efficiently.

The impact of a strategist is underrated most of the time.

Someone that’s taken the time to analyze the different aspects of your business and content, and find insights faster will outperform the return you can get from someone that just edits your videos into shorts or repurposes content.

Idea #2: Evaluate yourself and your client base.

If you find yourself unhappy with the work you’re doing, it might be worthwhile to do a client review after each project and figure out what’s going on. Ask yourself things like:

• What skills did I learn?

• What red flags did I ignore from the client?

• Did I charge what I said I was going to?

• What do I want to keep exploring?

Sara spent some time working with a client who had their business on ClickUp, and she spent six months trying to figure out another tool that they could use, it just didn’t work out.

The kinds of clients she was working with weren’t fulfilling her and reached a point where she was considering shutting down the business.

She discovered her preference for clients who are independent and not deeply emotionally invested in their businesses.

This realization is guiding her current efforts to shift her client base.

Exciting News

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1 KEY LEARNING

Key Learning: Auditing your team will lead to a happier work life.

A great place to start if you do have a team is by auditing them and analyzing if reworking the roles might lead to more effective, happier work.

An example set by Sara was her friend, who’s expanding her team, but there were small things that just weren’t fitting in.

She had them all take some personality tests. When she looked at the data, she was able to make minor tweaks to the roles each person was doing regarding their personalities.

Now, it’s the smoothest-sailing, most productive team she’s ever curated.

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