Automate Your Marketing with Zapier and Mailchimp

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Running a business means wearing a lot of hats.

The last thing you need or want to do is spend hours manually copying customer information from one platform to another.

That’s exactly where Zapier comes in. Zapier connects the apps you already use and allows them to communicate automatically. When combined with Mailchimp, it can save hours every month while helping you build a more consistent customer experience.

Let’s look at how to get started.

What Is Zapier?

Think of Zapier as the middleman.

When one app performs an action, Zapier tells another app what to do next. Each automation is called a Zap.

Every Zap has two parts:

Trigger – Something happens.

Action – Another app responds.

For example:

Someone is added to your client spreadsheet.

↓

They’re automatically added to your Mailchimp audience.

No copy/paste.

No forgotten leads.

 

Using Zapier

Start by creating a Zapier account. Choose Mailchimp as one of your connected apps.

Zapier will ask you to log into Mailchimp and authorize access. Once connected, Zapier can securely interact with your Mailchimp account whenever your automations run.

  • Choose Your Trigger

Now decide what starts the automation.

Some popular triggers include:

  • Website form submissions
  • Shopify purchases
  • Squarespace forms
  • WordPress forms
  • Calendly bookings
  • Google Forms
  • Facebook Lead Ads

Every business has slightly different needs, but the goal is always the same:

Capture information once. Let automation handle the rest.

  • Create the Mailchimp Action

Next, tell Zapier what to do.

A common action is:

Add Subscriber to Audience

You’ll choose:

  • Your Mailchimp audience
  • Subscriber email
  • First name
  • Last name
  • Tags
  • Groups (optional)

The information from your trigger automatically fills these fields.

  • Add Tags for Better Organization

Tags make your audience far more useful.

Instead of putting everyone into one giant list, consider organizing subscribers by where they came from.

Examples include:

  • Website Inquiry
  • Free Guide
  • Webinar
  • Customer
  • Newsletter
  • Consultation

Later, these tags make email segmentation much easier.

  • Test Everything

Before turning on your Zap, always run a test.

Check that:

  • The subscriber appears in Mailchimp.
  • Tags are applied correctly.
  • Names transfer properly.
  • No duplicate contacts are created.

Testing now prevents headaches later.

BIG BONUS: Zapier even has built in AI that can help guide you to create whatever process you are looking to do. 

 

Expand Your Automations

Once you’re comfortable with one Zap, the possibilities grow quickly.

You can automatically:

  • Send welcome emails
  • Notify your team in Slack
  • Add customers to Google Sheets
  • Create tasks in Asana
  • Trigger follow-up sequences
  • Organize leads by service type

Small automations often create the biggest time savings.

 

One mistake many people make is trying to automate everything immediately. Instead, start with one repetitive task that steals your time every week. Once that’s working smoothly, build another. Automation should reduce stress, not create more of it.

Zapier and Mailchimp make a powerful combination because they remove repetitive work from your day. Instead of worrying whether every lead made it into your email list, you can trust your systems to handle it automatically. That means less administrative work, better organization, and more time doing the work only you can do.

The Best Apps for Social Media Content

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If my 2026 is anything it is focusing on social media. I have found that content isn’t always about having the fanciest camera or the most expensive equipment. More often than not, it’s about making small edits that help your content look polished, professional, and consistent with your brand.

The good news? There are dozens of user-friendly apps that make editing photos and videos simple, even if you’re starting from scratch. Here are some of our favorite tools and how to use them.

Start with Good Content

Before you even open an editing app, remember this:

Editing enhances good content, it rarely saves a bad one.

Whenever possible:

  • Use natural lighting.
  • Clean your camera lens.
  • Keep your background uncluttered.
  • Take multiple versions of the same shot.
  • Shoot with plenty of space around your subject so you have room to crop.

Strong content requires less editing and usually looks more authentic.

 

Adobe Lightroom Mobile

If consistency is your goal, Lightroom Mobile is one of the best investments you can make. Instead of editing every image from scratch, Lightroom lets you save your edits as presets. That means your entire Instagram feed can maintain the same style with just one click.

A consistent visual style helps your audience recognize your content before they even see your name.

 

Canva

Canva has become one of the most valuable tools for small businesses.

While it isn’t a photo editor in the traditional sense, it’s perfect for creating social media graphics.

You can quickly design:

  • Instagram carousels
  • Pinterest pins
  • Facebook graphics
  • Stories
  • LinkedIn posts
  • Presentation slides

The Brand Kit feature allows you to save your fonts, colors, and logos so every design stays on-brand.

Even better, Canva offers templates that make creating content significantly faster. You can even easily edit out things in your pictures. 

 

CapCut

If video is part of your marketing strategy, CapCut is one of the easiest editing apps available.

You can:

  • Trim clips
  • Add captions
  • Include transitions
  • Adjust audio
  • Add music
  • Create short-form videos for Instagram Reels and TikTok

Automatic caption generation alone can save hours of editing.

Since many people watch videos without sound, captions help increase engagement and accessibility.

 

Remove Distractions

Sometimes a photo is almost perfect except for one small detail.

Maybe it’s:

  • A trash can in the background
  • A power line
  • Someone walking through your shot
  • Dust on a product

Many editing apps now include AI-powered object removal tools that make cleaning up photos surprisingly easy.

Just remember: the goal is to enhance reality, not completely change it.

 

Keep Your Brand Consistent

One mistake many businesses make is editing every image differently. One day your feed looks bright and airy. The next day it’s dark and dramatic. Consistency builds recognition. Choose a style and stick with it. Your audience should recognize your content before they even see your logo.

 

Start with one or two apps that fit your workflow and learn them well. As your confidence grows, so will the quality of your content. The best content doesn’t distract from your message, it supports it. When your visuals look polished and consistent, your audience can focus on what really matters: your expertise, your story, and the value you bring.

How to Set Up Your Mailchimp Email List the Right Way

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Building an email list is one of the smartest investments you can make for your business.

Unlike social media, where algorithms constantly change, your email list belongs to you. It’s a direct line of communication with people who have already expressed interest in your business.

The challenge isn’t just collecting email addresses, it’s organizing your audience in a way that makes future marketing easier and more effective.

Here’s how to set up your Mailchimp account with long-term success in mind.

Start with One Primary Audience

When you first open Mailchimp, you might be tempted to create multiple audiences for different groups of people.

In most cases, resist that temptation. Instead, create one primary audience and organize subscribers using tags and groups. This approach helps prevent duplicate contacts, simplifies reporting, and makes it easier to manage your list as it grows.

 
Build a Signup Form That Converts

People are protective of their inboxes, so give them a reason to subscribe.

Instead of saying: “Sign up for our newsletter.”

Offer something valuable, like:

  • A free guide
  • A checklist
  • Early access to products
  • Helpful tips delivered monthly

Keep your signup form simple. In most cases, asking for a first name and email address is enough. The fewer fields you require, the more likely someone is to complete the form.

 
Organize with Tags

Tags help you understand where subscribers came from and what they’re interested in.

For example, someone who downloads a branding guide may have different needs than someone who books a consultation.

Useful tags might include:

  • Website Subscriber
  • Lead Magnet
  • Client
  • Inquiry

These tags allow you to send more relevant emails instead of blasting the same message to everyone.

 
Stay Consistent

One of the biggest mistakes is only emailing when you have something to sell.

Instead, aim to provide value on a regular schedule.Share tips, answer frequently asked questions, highlight client success stories, offer behind-the-scenes insights into your business, or even things you yourself are loving. 

Consistency keeps your audience engaged and reminds them why they signed up in the first place.

 
Clean Your List Regularly

This is one, I myself, just did. Not every subscriber will stay engaged forever. Every few months, review your list and identify contacts who haven’t opened your emails in a long time.

Consider sending a re-engagement campaign before removing inactive subscribers.

A smaller, engaged list is often more valuable than a large list filled with inactive contacts.Trust me, nothing is worse than having a gigantic list but a dismal open rate. 

An email list isn’t built overnight, but every new subscriber is another opportunity to build trust and strengthen relationships. By starting with a clean Mailchimp setup, organizing your contacts thoughtfully, and consistently delivering helpful content, you’ll create a marketing asset that continues to grow alongside your business.

Your email list isn’t just another marketing channel, it’s one of the few audiences you truly own, making it one of the most valuable tools in your business.

Editing Your WordPress Website Doesn’t Have to Be Scary

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Whether you built your website yourself or hired KHD, one thing is certain, your website shouldn’t become something you’re afraid to touch.

I hear it all the time, during my project wrap-up calls:

“I’m scared I’ll mess it up.”

The good news? Most everyday updates inside WordPress are incredibly simple once you know where to look. Updating images, changing text, or publishing a new blog shouldn’t require waiting days for someone else to make a five-minute edit.

Let’s walk through a few of the most common updates every business owner should feel comfortable making.

Keep Your Website Fresh

One of the easiest ways to make your website look neglected is to leave outdated information sitting on your homepage. Maybe you’ve changed services. Maybe you’ve updated pricing.

Maybe the smiling headshot on your About page is five years old. (I was guilty of this).

These small details tell visitors whether your business is active and trustworthy.

A good habit is to review your website twice a year. Read through every page as if you’re seeing it for the first time. Look for outdated information, broken links, or sections that no longer reflect your business.

Small improvements over time are much easier than redesigning everything every few years

 

Swapping Out Images

Images are one of the quickest ways to refresh a website. Maybe you’ve had new branding photos taken. Maybe you want to showcase a recent project.

Or maybe that stock image just doesn’t feel like you anymore.

Inside WordPress, replacing an image is often as simple as editing the page, selecting the current image, and uploading a new one to the Media Library.

A few tips before uploading:

  • Resize large photos before uploading to improve website speed. No bigger than 200 KB. 
  • Give files descriptive names instead of “IMG_4837.jpg.”
  • Add Alt Text to improve accessibility and SEO.
  • Use high-quality photos that represent your current brand.

Fresh visuals help visitors connect with your business almost instantly.

 

Updating Text

Businesses evolve. Your website should evolve with it. Maybe you’ve added a new service. Maybe you’ve narrowed your niche. Maybe your messaging has become much clearer than when you first launched.

Don’t be afraid to rewrite sections as your business grows.

Your homepage, About page, and service pages should all answer three questions:

  • What do you do?
  • Who do you help?
  • Why should someone choose you?

If the answer isn’t immediately obvious, it’s probably time for an update.

 

Adding a New Blog

One of WordPress’s greatest strengths is blogging.

Adding articles regularly helps your website in several ways:

  • Gives Google fresh content to index
  • Demonstrates your expertise
  • Answers customer questions
  • Creates content you can share on social media
  • Improves SEO over time

When writing a blog, don’t overthink it. Start with a question customers ask all the time. Helpful content almost always performs better than trying to “sell” every article.

 

Keep Plugins Updated

Plugins add functionality to your website, but they also need occasional updates.

Keeping plugins current helps:

  • Improve security
  • Fix bugs
  • Increase compatibility
  • Improve performance

Before updating multiple plugins at once, it’s always smart to make sure your website has a recent backup. While updates are generally safe, having a backup provides peace of mind.

 

Check Your Mobile Website

Over half of website visitors are browsing on their phones.

After making any edits, always preview your pages on:

  • Desktop
  • Tablet
  • Mobile

Look for:

  • Images that crop awkwardly
  • Buttons that are difficult to tap
  • Text that’s too small
  • Sections with strange spacing

A website that looks beautiful on desktop but frustrating on mobile can quickly lose potential customers.

 

Review Before You Publish

Before clicking Publish or Update, take a few extra minutes.

Ask yourself:

  • Is everything spelled correctly?
  • Do all buttons work?
  • Are all links active?
  • Does this still sound like my brand?
  • Is there a clear next step for visitors?

These final checks make a surprisingly big difference.

 

Your website isn’t a brochure you print once and forget. It’s one of your hardest-working employees. Every update you make helps keep your business relevant, trustworthy, and useful to your audience. The more comfortable you become making simple edits inside WordPress, the easier it becomes to keep your website working for you instead of sitting untouched for months at a time.

Why It’s Easier to Work With Clients You Already Have a Relationship With

A bird is landing in a person's hand with the title over the image, "Why It’s Easier to Work With Clients You Already Have a Relationship With"

There is a reason the phrase “a bird in the hand is worth two in the bush” has lasted for generations. In business, it is often far easier, more profitable, and more sustainable to nurture existing client relationships than to constantly chase new ones. While growth is important, many businesses overlook one of their greatest assets: the clients they already have. However, it can also be said that you need to find the perfect scale of marketing to new people while still caring for the ones you have.

Trust Has Already Been Built

Trust is one of the hardest things to build in business.

When someone new reaches out, they are evaluating; your expertise, professionalism, communication style, reliability and process.

Existing clients have already gone through that evaluation process. They know what it’s like to work with you. That familiarity removes a tremendous amount of friction.

 

Why Existing Clients Are Easier to Serve

When you’ve worked with someone before, you already understand their; business, goals, preferences, communication style and challenges. Likewise, they already understand your process.

This often leads to:

  • Faster project timelines
  • Fewer revisions
  • Better communication
  • Greater efficiency
  • Higher trust

Established relationships create momentum.

 

The True Cost of Client Acquisition

Many business owners spend significant time and resources pursuing new clients. Marketing, networking, proposals, sales calls, and onboarding all require energy. While new business is necessary, retention is often more profitable. A returning client requires less education, less convincing, and less setup. I adore my clients and the referrals they send me are perfect. However you might, like me, tend to rely on referrals too much. It’s kind of nicer in a way, no need to sell and market, but that’s not good if you want to grow. 

The true winning solution is found in the balance of making sure you’re both marketing to new clients and nurturing the past ones. 

 

Stay Connected Between Projects

One reason businesses lose opportunities with previous clients is because they disappear once the project ends. Maintaining relationships doesn’t need to be complicated.

You can stay connected through:

  • Newsletters
  • Check-in emails
  • Helpful resources
  • Social media
  • Client appreciation gifts
  • Educational content

The goal is simply to remain top of mind.

 

Understanding Lifetime Client Value

Many business owners focus on the immediate value of a project rather than the lifetime value of a relationship.

One great client can generate all types of opportunities from; referrals, multiple projects, to testimonials and collaborations. A single relationship may create years of opportunity.

That’s why nurturing existing clients is often one of the highest-return activities in your business.

 

The pursuit of new opportunities will always be important, but it should never come at the expense of the relationships you’ve already built. The clients who already trust you are often your greatest source of future growth.

Invest in them. Stay connected. Continue providing value. Look for ways to support them even after the project ends.

Because sometimes the next great opportunity isn’t a new lead. Sometimes it’s the client who already knows, likes, trusts and refers.

Continuing to Build Your Relationship With Your Client

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One of the biggest mistakes businesses make is treating the client relationship like it ends once the project has been fulfilled. In reality, the client experience is only beginning.

The businesses that create long-term loyalty understand something important: clients remember how you made them feel long after they forget individual deliverables. This is where relationship-building becomes one of the most powerful parts of running a business.

Why Client Retention Matters

Many industries focus heavily on attracting new clients, but retention is often where sustainable growth actually happens. A bird in the hand is worth two in the bush. 

Strong client relationships lead to:

  • Repeat work
  • Referrals
  • Trust
  • Testimonials
  • Easier communication
  • Long-term loyalty

People want to work with businesses that feel dependable, thoughtful, and human.

 

Consistency Builds Confidence

One of the easiest ways to strengthen client relationships is through consistency.

This means:

  • Showing up reliably
  • Communicating clearly
  • Meeting deadlines
  • Following through on commitments

Consistency creates emotional safety.

Clients want to feel like they can trust the process. Even when challenges arise, clear communication often keeps the relationship healthy.

 

The Importance of Proactive Communication

Simple updates, timelines, check-ins, and status reports go a long way toward building trust.

Silence creates uncertainty. Communication creates confidence. Clients should never have to wonder what’s happening with their project. Even a quick update can reassure them that progress is being made.

The more proactive you are, the stronger the relationship becomes.

 

Creating Surprise and Delight Moments

One of the most effective ways to strengthen client relationships is through thoughtful, unexpected gestures.

This doesn’t have to be expensive.

Some examples include:

  • Sending a handwritten thank-you note
  • Celebrating a launch with coffee or flowers
  • Remembering birthdays or milestones
  • Sharing a useful resource
  • Creating an unexpected bonus deliverable
  • Checking in after project completion

These small moments help clients feel valued rather than transactional. One of my favorites to do is send a set of their freshly designed business cards, a stack of designed greeting cards to have on hand or even polos etc (depending on who they are) with their logos on them. This way they are ready to shout from the rooftops about their new business (and mine 😉). 

 

Continue Adding Value

The strongest client relationships continue beyond the original scope of work. If you notice an opportunity that could help your client, share it. If you identify a problem that could impact their business, mention it. If you come across a helpful article or resource, send it. The goal is not to constantly upsell. The goal is to genuinely care about the success of your client. People can tell the difference.

 
Designing a Memorable Client Experience

Think about the businesses you personally love. Chances are, it isn’t just because of the product or service itself. It’s because of the experience.

Consider ways to improve your client journey through:

  • Clear onboarding
  • Organized communication
  • Helpful resources
  • Streamlined payments
  • Thoughtful offboarding
  • Personalized touches

Small details matter. Makes a big difference. 

At the end of the day, clients have options. Many businesses can provide your service. Fewer businesses create an experience that people genuinely enjoy being part of. The businesses that retain clients year after year are often the ones that consistently invest in relationships, communication, and thoughtful experiences. When people feel valued, they stay. When people feel understood, they refer you to others.

And when people trust you, they become advocates for your business long after the project is complete.

Asking the Right Questions: Why Clarity Matters in Business and AI

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One of the most underrated skills in business is asking good questions. Strong questions create clarity. Weak questions create confusion. This applies to client relationships, strategy sessions, branding projects, marketing plans, and increasingly, the way businesses use artificial intelligence.

There is a phrase that I find myself using more and more: garbage in, garbage out.

The concept is simple. If poor information goes into a system, poor results come out of it. The same principle applies to AI, communication, and business strategy as a whole. The quality of your outcome is often directly tied to the quality of your input.

Why Businesses Often Solve the Wrong Problem

Many business owners struggle with this because they move too quickly toward solutions before fully understanding the problem. They ask surface-level questions when they actually need deeper clarity.

For example, a client may say, “I need a new website.”

But the better question is: Why?

Maybe the issue is not the website itself. Maybe it is:

  • Poor messaging
  • An unclear offer
  • Weak calls-to-action
  • Lack of SEO visibility
  • Confusing navigation
  • A disconnect between brand and audience

Without asking the right questions, you risk solving the wrong problem. This is where strategic thinking becomes incredibly important.

 

Better Questions Create Better Solutions

Asking thoughtful questions allows you to uncover what is actually happening beneath the surface. It creates stronger solutions because you are building from understanding rather than assumptions.

When onboarding clients, thoughtful questions also help people feel seen and understood. It shows that you care about building the right solution instead of rushing into execution.

Questions create depth.

Instead of simply asking:

“What colors do you like?”

I may ask:

“How do you want people to feel when they interact with your brand?”

That second question opens the door to emotional positioning, customer experience, and brand identity in a much more meaningful way.

 

What This Means for AI

This also applies directly to AI tools. AI is incredibly powerful, but it is not magic. The results you receive are heavily dependent on the prompts and information you provide. If your instructions are vague, rushed, or unclear, the output will likely feel generic and disconnected.

For example, compare these two prompts:

“Write me a social media caption on websites.”

Versus:

“Write me a friendly but professional Instagram caption for a branding and website design agency speaking to overwhelmed small business owners who need help simplifying their website messaging.”

We’ve all seen examples of captions from the first prompt. The second prompt provides direction, audience, tone, and context. Because of that, the output becomes far more useful.

AI works best when you treat it like a collaborative tool rather than a mind reader.

 

Garbage In, Garbage Out

The businesses seeing the best results with AI are not necessarily the ones using the most advanced tools. They are the ones asking the best questions.

If you provide AI with scattered direction, you will often receive scattered results.

When you provide:

  • Context
  • Goals
  • Audience information
  • Examples
  • Desired outcomes
  • Clear instructions

The quality of the output dramatically improves.

This principle extends far beyond AI. Teams, contractors, employees, and consultants all perform better when expectations are clearly communicated.

One of the greatest advantages you can develop as a business owner is the ability to ask better questions.

The right question uncovers opportunities.
The right question reveals blind spots.
The right question saves time, money, and frustration.

Whether you’re working with clients, your team, or AI, the quality of your answers will always be influenced by the quality of your questions. Before rushing toward the solution, spend a little more time understanding the problem. Often, the breakthrough you’re looking for is hiding behind a question you haven’t asked yet.

User to Client Pipeline: Making It Easier for People to Connect With You

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There’s a common misconception in business that if your work is good enough, people will naturally become clients. Sometimes that happens. Most of the time, though, potential clients need guidance before they feel comfortable making a decision. People rarely go from discovering your business to immediately booking your highest-level offer. Instead, they move through a relationship-building process. That process is what we call a user-to-client pipeline.

What Is a User-To-Client Pipeline?

Think about the last time you purchased something, product or service that you didn’t necessarily NEED but WANTED. You likely took time to research, consider multiple options, thought about price…you probably even reviewed that product or service multiple times, whether at a store or online. This is the pipeline. You have hit multiple touchpoints before fully purchasing. 

 A user-to-client pipeline is simply the journey someone takes from first interacting with your brand to eventually becoming a paying client. The easier, clearer, and more intentional you make that journey, the more likely people are to trust you enough to work with you.

 

Where Do Most Businesses Fail With The Pipeline?

The biggest issue many businesses face is not a lack of skills. It is a lack of connection points. People need multiple opportunities to interact with your business before they commit.

Consider again, how you personally make high ticket purchasing decisions. You likely do not buy from a company after seeing a single Instagram post or one website visit. You probably looked around first. You explored their services, social media, reviews, emails, or educational content. Your clients are doing the exact same thing. A strong user-to-client pipeline creates familiarity and trust before the sale ever happens.

 

How Do You Improve Your Pipeline?

One of the easiest ways to improve your pipeline is by simplifying your messaging. When someone lands on your website or social media, they should immediately understand:

  • Who you help
  • What problem you solve
  • What transformation you provide
  • What they should do next

Confusion slows people down. Clarity moves them forward.

Many business owners accidentally make their audience work too hard to understand what they offer. Industry jargon, vague statements, or overcomplicated explanations often create distance instead of connection.

Simple communication converts.

 

Ways To Bring a User Into Pipeline

Another important piece of the pipeline is offering lower-pressure ways for people to engage with your brand. Not everyone is ready to buy immediately, but they may be willing to; follow your social media, download a guide, join your email list, etc.  These smaller touchpoints matter because they allow people to continue building trust over time.

This is why educational marketing is so powerful.

When you consistently teach, guide, and help your audience, you position yourself as someone they can rely on long before they need your service. By the time they are ready to hire someone, your business already feels familiar. People connect with businesses that feel human and offer value.

 

Reduce Friction to Improve Your Pipeline

If someone wants to work with you, how easy is it for them to take the next step?

Ask yourself:

  • Is your inquiry process simple?
  • Are your calls-to-action clear?
  • Is your website easy to navigate?
  • Are your offers understandable?
  • Do people know exactly what happens after they inquire?

The easier you make it for someone to move forward, the more likely they are to do so.

This is especially important because modern audiences are overwhelmed with options and information. Businesses that create ease often stand out more than businesses trying to appear the most impressive. Your audience wants to feel understood. That often means showing personality, values, perspective, and real insight rather than only polished marketing language.

 

Consistency In Your User-to-Client Pipeline

One of the most effective pipelines is built through consistency. Not occasional bursts of visibility. Not posting ten times one week and disappearing for a month. Consistency creates familiarity, and familiarity builds trust.

The businesses people remember are usually the ones that continue showing up. Over time, your user-to-client pipeline becomes less about convincing people and more about guiding them naturally toward the right solution.

When done well, your pipeline should feel supportive rather than sales-heavy. It should help people feel informed, comfortable, and connected before they ever become a client.

At the end of the day, business is built on relationships. The easier you make it for people to understand you, trust you, and engage with you, the easier it becomes for them to eventually work with you.

Interview Questions That Actually Matter

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Hiring isn’t about finding the most impressive resume. It’s about finding the right person. You can find the person with the flashy resume who went to the fancy school, but the reality is skills can be taught. But character, integrity, and values? Those are built long before they meet you. And they don’t get better because they joined your team.

The Resume Trap

Resumes tell you what someone has done.

They don’t tell you:

  • How they handle pressure
  • How they communicate
  • How they show up consistently
  • How they treat people

And in a small or growing business, those things matter more than credentials.

 
Start With Values

Before asking about skills, I like to ask questions that reveal character.

Examples:

  • “Tell me about a time you made a mistake. What did you do?”
  • “What does accountability mean to you?”
  • “What kind of work environment do you thrive in?”
  • “How do you handle unclear instructions?”

You’re looking for honesty, ownership, and awareness. Not perfection.

 
Look for Integrity

Integrity shows up in small ways:

  • Do they take responsibility?
  • Do they shift blame?
  • Do they speak respectfully about past employers?

How someone talks about their past is often how they’ll behave in your business.

 
Energy and Fit Matter

You are building a team, not assembling robots. And you are gonna be spending a lot of time working with this person (remote or not). 

Ask:

  • “What kind of team do you enjoy working on?”
  • “What makes work feel meaningful to you?”

People who align with your culture will:

  • Communicate better
  • Stay longer
  • Perform more consistently

And yes, work should be fun! People who work well together often produce better results and have a better time.

 
Then Evaluate Skills

Once values align, move into capability.

Ask:

  • “Walk me through how you would approach this task.”
  • “What tools are you comfortable with?”
  • “How do you prioritize your work?”

You’re looking for a thought process, not just answers.

 

The best hires aren’t always the most qualified on paper.

They’re the ones who; take ownership, communicate clearly, align with you and your business’ values, and show up consistently. 

You can teach someone how to do the job. You cannot teach someone how to care. Hire for who they are first, I swear then everything else becomes easier.

Who to Hire First For Your Team

A woman sits with another woman smiling with the title over the image, " Who to Hire First For Your Team"

Most people ask, “Who should I hire first?” But that’s the wrong starting point. The better question is: “What am I currently doing that I shouldn’t be doing?” Because your first hire isn’t about a role, it’s about removing tasks that cause you to slow down.

Step One: Track Your Time

For one week, write down everything you do.

Not just big tasks, everything.

  • Emails
  • Scheduling
  • Client work
  • Admin
  • Content
  • Fixing things
  • Repeating things

Then evaluate each task based on two things:

  1. How much money it makes you
  2. How much you enjoy it

 

Step Two: Score Your Tasks

Here’s a simple framework:

Task

Fun (1-10)

Revenue Impact (1-10)

Keep or Delegate

Answering emails

2

3

Delegate

Client strategy calls

8

10

Keep

Posting social media

4

5

Delegate

Writing blogs

7

8

Keep

    
    

Anything low fun + low revenue = immediate delegate. That’s your first hire.

 

Step Three: You Don’t Need Full-Time

This is where people overcomplicate it.

You don’t need:

  • A salaried employee
  • 40 hours a week
  • A massive commitment

You need help with specific tasks.

Some of the best hires look like:

  • 1 hour per day (inbox management)
  • 5 hours per week (content scheduling)
  • Project-based (design, website updates)

Even large companies have people doing very specific, small roles. Your business is no different.

 
Step Four: Build a System, Not Dependency

Before hiring, document the task. Record it. Write steps. Create a simple SOP.

This makes onboarding faster and removes the “it’s easier if I just do it” trap.

 
Step Five: Use a Team Account

Organize everything in one place:

  • Tasks
  • Assignments
  • Deadlines

Asana, ClickUp, Notion, doesn’t matter. What matters is visibility.

Your first hire isn’t about growth, it’s about relief. It’s removing the tasks that drain you so you can focus on the work that actually builds the business. You don’t need to hire big. You need to hire smart. If it’s not fun and not making you money, it shouldn’t be yours.