45 - The 10x Scaling Toolkit: Productive Philosophy, Systems & Fav Softwares to Get Sh*t DONE with Luke Fontaine

Nov 20

Nov 20 45 - The 10x Scaling Toolkit: Productive Philosophy, Systems & Fav Softwares to Get Sh*t DONE with Luke Fontaine

Are you ready to get sh*t done? Listen in as Luke Fontaine shares how to structure a business so you don’t just find that you’ve created yourself another job.

“Now we have enough data that we can project on day one what day 30 will look like”

– Luke Fontaine

In this episode, Luke will share how to scale 10x with the right systems and tech. You’ll hear him share his favorite software like Kajabi and Airtable, proven project management strategies, and communication structures that keep boundaries– and you’ll learn why it’s so important to think of your business as its own entity. We’ll also talk about our working relationship and what his day typically looks like as a rockstar integrator so you can get a behind-the-scenes look at how OCA works.

Here’s a glance at what you’ll learn from Luke in this episode:

How to nurture a relationship with tech so it works FOR you.
Project management, communications, and recommended software.
How to separate yourself from your business.
What it means to have a business vs. create a job.
How to make space for STRUCTURE and FLOW (yes, it’s possible!).
Characterizing your business to separate yourself from it.
L.U.K.E.: Leverage, Utilize, KISS (he’ll explain), and Error.
What the ultimate Integrator’s day looks like.

Show Notes

00:40 – Introducing Luke Fontaine and today’s episode.
01:20 – The visionary/integrator relationship and what makes Luke unique.
04:20 – Data doesn’t lie; it’s critical to use in business and can help with projections.
06:10 – Luke starts with creative, then breaks it with analytics.
07:05 – We need to heal our relationship with tech; my default isn’t to dive into tech.
09:10 – Luke’s perception of my lapses:
- 09:40 – I need a doppelganger – an in-person assistant – that can be my tech person so I can do what I do in the real world.
- 11:10 – Customize what you need and utilize the tech.
11:30 – Having a business vs. creating a job:
- 11:40 – Most people own a job, especially if they don’t have the processes/systems to free them from it.
- 12:35 – Work “on” the business, not “in” it.
13:00 – Mastery and delegation
- 13:45 – You don’t need to master a system, you can master a task and then see if any another person can replicate it; they must be able to follow your process
- 15:30 – Processes: Write them like speaking to a 5-year-old; it seems ridiculous but it’s not
16:40 – Definitions
- 17:00 – Systems: Any software or processes that complete something (Asana, Slack, Onboarding Systems)
- 17:45 – Checklist: A feature that is built into systems (Kanban)
- 18:40 – A project is an overarching thing, a task is a singular thing within a project
- 20:20: Systems help you get shit done
20:40 – Systems that we use inside OCU: Airtable, Process Street, Kajabi; Trello, Asana, and Monday are great tools, too
21:50 – Play around, see what you like, and try free trials of all of them
22:20 – Project management is the organization of everything you need to do, everyone who is involved, and how; it includes progress, accountability, check-ins, etc.
23:50 – The benefits of PM systems: Everything is out of your head so you don’t have to remember stuff; this gives you more headspace to create and have less stress
26:30 – Communications: We use Slack (Asana we use for updates, not communications)
- 28:00 – Internal & external communication: Internal is within your organization (Slack) external is with everyone else
- 29:20 – HubSpot can help you track external communications and emails; try to streamline your external communications based on relationship
- 30:40 – Keep clear, designated buckets for different types of relationships
31:15 – Your time and capacity are your limitations – efficiency and eliminating energy leaks is key
33:30 – It’s all about structure if you want to last for the long-run; you can be in flow and be expressive but still have a structure
- 34:40 – Discipline provides space for freedom and structure provides space for flow
37:00 – Your business is a separate entity and it needs different things than you as a person do
38:15 – Characterize your business: OCA is a “she”
- 38:30 – Take care of it, nurture it, and think about what is in character and in alignment with “her”
- 39:28 – Let other people assist that growth and evolution
43:00 – Luke’s acronym:
- 43:20 – Leverage, Utilize, KISS (Keep it Simple, Stupid), Error
47:40 – Embody the principles before you expect anyone else to adhere to them
49:30 – Systems paint the whole health of your business; we use Databox
50:55 – Luke’s perspective of a workday: Sprint planning, cohesion day, clearing out, create call times, and checking on productivity
57:00 – The integrator role is to keep everything un-stuck with communications, clarity, how-tos, and organizations
59:30 – Say what’s up to Luke on Instagram @luke_fontaine and check out his music, too