Weekly Round-up: Excel basics, email systems tips, & affiliate software

New Joiners

  • Phyllis is another fan of Paddle favourite Canva (for DIY design) and Zoom (for online video calls)
  • Karen’s setting up a membership site with MemberMouse on her WordPress website, part of her summer review
  • Stephen’s favourite tool at the moment is ActiveCampaign for marketing funnels

Plans for the week

On the Live this week we talked about summer time review, asking what software everyone has and is using and not using, or not using enough. It was a reminder to take stock of what you’ve got and what you really need.

When it comes to making use of what you’ve got, we also reminded Paddlers that it might be a good option to outsource or get help. We’ve got a great resource of VAs on hand to match tech to skills.

Mike’s putting a recipe book together and wanted some tech help with layout. Colette, who is an expert publisher, recommended MS Publisher as an alternative to Word.


Excel basics (and not so basics) View post in The Paddle

Sherry is hosting IT training and wanted to know what ‘you might not know’ about using Excel. Turns out we have quite a few Excel fans and experts in the group, along with quite a few other Paddlers who definitely didn’t know a lot of these Excel ‘basics’. Just goes to show knowledge and expertise are always relative!

Affiliate software suggestions View post in The Paddle

New joiner Catherine wanted to know options for affiliate software for her new online academy so she can track leads from different referral sources, and know who to pay affiliate commissions to.

We recommended these 3 affiliate tech tools:

Email software and systems use – A not very scientific survey… View post in The Paddle

We asked Paddlers to comment on these questions:

  • Are you emailing your ‘list’? And if yes, how often?
  • Are you stuck with things to say/offer/email about?
  • Do you email customers? Often, now and then, or only just after they’ve bought?
  • Do you email different contacts different things or just one big catch all ‘newsletter’?
  • Do you think you’re sending too many/just about right/not enough emails?
  • Do you ignore emails you get/read some/read all (and what makes you read them if you do)?

Here are a few of the answers for ideas for your own emails:

Lucy: Currently sending emails out to our ‘list’ (prospects), sending an automated email sequence after our lead magnet, emailing new Connectables and the odd other ’email’ we want to send.

Stephen: Has a welcome email series for lead magnets -which he’s building into “challenge” type email course, transitioning into sales for a bigger product. Then any content he creates on his blog or YouTube channel gets sent as a campaign. If it’s evergreen content then he also puts that into a big old sequence for any people who come along after. Although (as Lucy also noted too) Stephen also knows he’s not sending nearly enough emails…

Amanda: Has a welcome series after signing up for a lead magnet (actually 2 different lead magnets). She also sends emails about events/webinars/specific training people have signed up for. Then sends a weekly newsletter sharing news, blogs, offers, etc. which is sometimes–but not always–segmented.

Gill: Is re-doing her email strategy and liked our checklist for that (our ‘Automate your Admin’ guide)

Rob: Has a two-week welcome sequence after people opt-in, where he introduces his story, framework and perspective. After that he add peoples to daily emails, which they receive forever until they die, buy or unsubscribe (!). He adds that he thinks it’s only a good idea to send high frequency emails if you’re clear on your message and have a lot of value to provide, so it’s not for everyone. He’s also really clear about setting expectations about frequency which makes a difference, telling people when they opt in. He segments people later depending on whether they are primarily business owners or marketers, but mostly segments by engagement. But does add that in the main everyone gets the same stuff. Rob keeps his email content ideas planned in Evernote.

Sherry: Emails weekly usually on a Tuesday evening when busy mums are back from work or on their commute. She’s experimented with different days/times and this seems to work best. Her key message was about being consistent. And she send everyone the same email. She includes a small bit of personal content but it’s mostly tips and ideas and sharing of knowledge/learning. Then offers when I am launching something. She keeps her content ideas on Trello.

Gareth: Sharing the emails he get special mention went to Audible‘s weekly email with new releases and recommendations for audio books. Knowing it’s not crafted by one person thinking about my interests, but still appreciates how their algorithms and intelligence that create content for me and options to buy is very engaging and I often find the credits I have with them used when I’ve had my imagination captured. Gareth also reads Rob’s emails daily and recommends Pete Williams, too, adding that those who are consistent writers in general do tend to write engaging and relevant emails as well (then added a comment that I’m taking as a compliment about me being an author, too–Lucy)