Uploading... #12 - Systemizing Success: Sara Loretta on Tech Optimization & Workflow Mastery
Blaine 00:00:02 - 00:00:37
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Ramon Berrios 00:00:38 - 00:01:21
What's going on? Uploading today I'm very excited for this episode to dive into all things workflow with Sarah Loretta from systems, and I've had the chance to meet Sarah. When I met her, she was showing me tools left and right, and she's just a tool adopter and implementer master. So we're going to have a lot to talk about. She was also the 10th US notion consultant, so she's been doing the workflow thing for a while, and I think it's something that's not talked about enough in terms of processes for creators, agencies, et cetera. So Sarah, I'll kick it over to you. Tell us a little bit more about your specific mastery and what it is that you're up to today with systems.
Sara Loretta 00:01:22 - 00:01:57
Yeah, just to talk to your point really quickly for those listening, Ramon and I got together over breakfast. What was it, like two or three weeks ago? And I just kept opening my laptop. Look at this tool, look at this tool. And I left our breakfast and I was like, oh my God. He probably thinks that I am just the most overwhelmed because I'm so tech obsessed. I've always been that person. So a little bit about my journey. I think it's interesting when we look at our careers, especially as entrepreneurs and founders, most of the time, things come full circle.
Sara Loretta 00:01:57 - 00:02:45
So I actually was in the nonprofit space for almost ten years and doing business development and compliance. I built my first ever database in Microsoft access and SQL and learned SQL as a 19 year old sitting as a little assistant just because I was tired of paper. I mean, this organization I worked at, we had 14 filing cabinets packed to the brim of paper documents and it just, oh, the millennial and the forward thinking person. I was like, I will drown in this role if I have to open up another freaking filing cabinet. So I was doing all that. I fell really in love with just how technology can really move companies forward. I mean, seeing this organization that was 30 years old. That was in archaic times.
Sara Loretta 00:02:45 - 00:03:48
By the time I left, we had just everything automated and systemized, and we went from owing the city almost 100 grand a year because reporting was wrong to being one of the top performing organizations in the city because of the work that I did. But I will say I didn't know I could freelance and do so. You know, I, like everyone else, had a blog and had kind of started YouTube. And I was like, well, I can't find another. Like, I was interviewing at all these tech companies here in Austin and they were like, you wear too many hats. You're going to be bored. We, and I couldn't get a job, and it was so frustrating. And so, like every other woman or first freelance role, I started building websites and I did branding and I did video, and I got into the other organizations in town, but I kept hitting clients who wanted a logo and they wanted all this visual stuff done, but couldn't tell me their pricing, couldn't tell me how they operated.
Sara Loretta 00:03:49 - 00:04:37
And within a year of working with me, they were shutting down. And for a long time, I went through this weird cycle where I was like, am I the problem? Am I the reason that these companies are failing? And what I started to recognize in conversations was, no, they needed business development. You don't need a logo. You need business development. You need workflows, and you need to understand. And this is kind of a spicy take I have, but everyone's replaceable, and it just is what it is when we are building businesses or building products, yes, we are emotionally attached to that. But at the end of the day, if you want to take a sabbatical, if you up and decide one day, hey, I'm done, I don't want to work here anymore, the company's still going to move forward and we have to build businesses with that in mind. A lot of people just don't do that.

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