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Kristen David: Business Systems for Travel

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Manage episode 479970657 series 3430754
Content provided by Ryan Kimler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Kimler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

About Kristen David: Kristen David is a former trial lawyer who transformed her career after working 85 hours a week and taking home far too little from her law firm. She successfully built her firm into a million-dollar-plus business that thrived independently of her. After selling the firm, Kristen dedicated herself to empowering business owners to build profitable, self-managed companies. Today, she runs her virtual business from around the world—spending one-third of her time in Seattle, Washington, one-third in Paris, France, and the remaining third traveling—all made possible through the power of systems.

In this episode, Ryan and Kristen David discuss:

  • The importance of implementing business systems and procedures
  • Creating a work-life balance through delegation and documentation
  • Traveling while managing a virtual business
  • Enhancing communication and productivity through systems thinking

Key Takeaways:

  • Incorporating a simple “confirm completion and celebrate” step into checklists can significantly boost team motivation and operational consistency, leading to a measurable 3–5% increase in net profits due to improved productivity and follow-through.
  • A well-documented calendaring system—with integrated agendas, time zone settings, and prep reminders—is essential for remote entrepreneurs to maintain professionalism, punctuality, and control while managing teams and clients across the globe.
  • Establishing a clear internal and external communication hierarchy—such as using Slack or Asana for internal discussions and reserving email for client-facing interactions—reduces confusion, streamlines collaboration, and saves hours of wasted time each week.
  • Hiring a trained executive assistant to manage your calendar and email using documented procedures is often the first critical move for business owners to free up their mental space, reclaim valuable hours, and focus on high-level strategic work.

"My mission in life is to help millions of business owners learn about systems and start putting them in place so they can thrive like I am—just enjoying life, traveling, and having fun." — Kristen David

Connect with Kristen David:

Website: https://www.uplevelingyourbusiness.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/kristendavid

Facebook: https://www.facebook.com/UplevelingYourBusiness

Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit

Connect with Ryan Kimler:

Net Profit CFO Home Page: www.netprofitcfo.com

Email: [email protected]

Facebook: www.facebook.com/rkimler

LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/

LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/

Show notes by Podcastologist Andy Santiago

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 479970657 series 3430754
Content provided by Ryan Kimler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Kimler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

About Kristen David: Kristen David is a former trial lawyer who transformed her career after working 85 hours a week and taking home far too little from her law firm. She successfully built her firm into a million-dollar-plus business that thrived independently of her. After selling the firm, Kristen dedicated herself to empowering business owners to build profitable, self-managed companies. Today, she runs her virtual business from around the world—spending one-third of her time in Seattle, Washington, one-third in Paris, France, and the remaining third traveling—all made possible through the power of systems.

In this episode, Ryan and Kristen David discuss:

  • The importance of implementing business systems and procedures
  • Creating a work-life balance through delegation and documentation
  • Traveling while managing a virtual business
  • Enhancing communication and productivity through systems thinking

Key Takeaways:

  • Incorporating a simple “confirm completion and celebrate” step into checklists can significantly boost team motivation and operational consistency, leading to a measurable 3–5% increase in net profits due to improved productivity and follow-through.
  • A well-documented calendaring system—with integrated agendas, time zone settings, and prep reminders—is essential for remote entrepreneurs to maintain professionalism, punctuality, and control while managing teams and clients across the globe.
  • Establishing a clear internal and external communication hierarchy—such as using Slack or Asana for internal discussions and reserving email for client-facing interactions—reduces confusion, streamlines collaboration, and saves hours of wasted time each week.
  • Hiring a trained executive assistant to manage your calendar and email using documented procedures is often the first critical move for business owners to free up their mental space, reclaim valuable hours, and focus on high-level strategic work.

"My mission in life is to help millions of business owners learn about systems and start putting them in place so they can thrive like I am—just enjoying life, traveling, and having fun." — Kristen David

Connect with Kristen David:

Website: https://www.uplevelingyourbusiness.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/kristendavid

Facebook: https://www.facebook.com/UplevelingYourBusiness

Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit

Connect with Ryan Kimler:

Net Profit CFO Home Page: www.netprofitcfo.com

Email: [email protected]

Facebook: www.facebook.com/rkimler

LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/

LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/

Show notes by Podcastologist Andy Santiago

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

105 episodes

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