Cassidy Arbeli
Cassidy Arbeli
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The 5 P’s of Building a Successful Business | Grow a Freedom-Based Business
Are you ready to build a business that thrives without relying on you? In this video, I reveal the 5 P’s of Building a Successful Business-a proven framework to help you scale sustainably while regaining your time and freedom.
Here’s what you’ll learn:
✅ Planning: How to set clear goals and create a roadmap for success.
✅ Processes: The key systems every business needs to eliminate chaos.
✅ People: How to build and lead a team that supports your vision.
✅ Productivity: Strategies to work smarter, not harder.
✅ Profit: Steps to ensure sustainable growth and financial health.
This video is packed with actionable steps and real-life examples to help you reclaim your time, grow your revenue, and build the freedom-based business you’ve always dreamed of.
Your business can run without you-and it starts here. Watch now and take your first step toward freedom!
Book a Call: calendly.com/cassidyarbeli/30
Business Freedom Masterclass- www.unburdenyourbusiness.com/BFF
Women In Business Membership- www.unburdenyourbusiness.com/wib
Hang out with us on social for more BTS and more tips, tools, and tricks!
thecassidyarbeli
Join the fast-growing FB Group with weekly Q&A and
Community groups/cassidyarbeli
RESOURCES: 📌
Free Notion Account notion.grsm.io/2lep0cm546t2
Skillshare FREE 30 Days skillshare.eqcm.net/c/3486408...
Monday.com- Learn More about using monday try.monday.com/unburdenyourbu...
ALL THE FREE RESOURCES www.cassidyarbeli.com/
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content.
มุมมอง: 71

วีดีโอ

Get More Done In Last 4 Months | Fall Planning | Everything is Better In September | Goal Setting
มุมมอง 662 หลายเดือนก่อน
If you are waiting till Jan to set your business goals, you are TOO LATE. Come learn the 3 steps I take every FALL to finish the year strong and prepare to be ahead of everyone else at the beginning of the year. Business Freedom Masterclass- www.unburdenyourbusiness.com/BFF Women In Business Membership- www.unburdenyourbusiness.com/wib Hang out with us on social for more BTS and more tips, tool...
ANNOUNCEMENT... WITH MIXED EMOTIONS | Building Freedom-Based Businesses | Women in Business
มุมมอง 733 หลายเดือนก่อน
Business Freedom Masterclass - Access Now www.unburdenyourbusiness.com/BFF I am creating a movement- THE FREEDOM MOVEMENT- Women building businesses that create wealth, impact, and the freedom to live life on their terms. Building a business that doesn’t rely on your constant presence opens up a world of possibilities. You can focus on what you love most-whether that’s spending more time with y...
5 WAYS WE SOLD 900K IN NB PREMIUM IN ONE MONTH + BUILD A SELF-RUN BUSINESS WITHOUT ME! LIVE IN VEGAS
มุมมอง 2037 หลายเดือนก่อน
Come hang out with us as I share my speech on how we got our agency to produce 900k in new business premium in our insurance agency and knowledge that will help any business increase revenue and build a self-run business. This was live in Las Vegas at the 2nd Annual ABU conference Whatch this video next Custome CRM with Monday - th-cam.com/video/gA5dvnXSpCA/w-d-xo.htmlsi=CURtBe7LWf_kEwQI Check ...
All In Week - 3 Day Business Mastermind Intensive with women in business owners.
มุมมอง 517 หลายเดือนก่อน
All In Week was the best event we have had to date, HANDS DOWN! If you want to join the waitlist to find out more about the next one then click this link to save your spot! www.unburdenyourbusiness.com/offers/CzwrXQN9 RESOURCES: 📌 Free Notion Account notion.grsm.io/2lep0cm546t2 Skillshare FREE 30 Days skillshare.eqcm.net/c/3486408... Monday.com- Learn More about using monday try.monday.com/unbu...
WHY YOU AREN'T HITTING YOUR GOALS YOU SET + HOW TO CHANGE THAT - You need a system + not just a goal
มุมมอง 1159 หลายเดือนก่อน
Today I share with you the things I learned about achieving what I truly desire and the shifts I had to make to stop setting the same goals every year month and start checking them off! because at the end of the day, it's about growing and scaling not being stuck in the same place over and over. Most people will sit down at least at the beginning of the year and set goals but they stop there. S...
Plan With Me Feb 2024 | How I Plan my Month + Week as a Busy CEO!
มุมมอง 17010 หลายเดือนก่อน
Today I am sharing how I use the Happy Planner Monthly Dashboard layout in my planner to plan. I am going into detail about how I use each section and what is working for me as I look at the entire month of February and into the first week. January Plan With Me -th-cam.com/video/LxLFc9NUPqc/w-d-xo.html Links Below! The Happy Planner Monthly layout- thehappyplanner.com/collectio... The Happy Pla...
Winning Your Week Method | How to get it all done | Planning your week as an Entrepreneur
มุมมอง 16210 หลายเดือนก่อน
In today's video, I was training a group LIVE on my System to plan my weeks that allow me to be a mom of 3 kids from 5-11, a CEO and owner of 5 businesses in industries from Insurance, and manufacturing products, to real estate, to online business consulting and strategy for women entrepreneurs, and I have a bachelors and masters degree in organizational psychology and I am a dissertation away ...
How To Say Bye To Low-Level Tasks + Make More Money In Less Time | Productivity + Execution Hacks
มุมมอง 10011 หลายเดือนก่อน
Are you tired of being bogged down by low-level tasks that eat up your precious time? You are probably doing all the things that you shouldn't be doing! Today I share strategies to streamline your workflow, allowing you to focus on what truly matters and skyrocket your earnings. You can use the same amount of time in your day (or maybe even less) and focus on what will make the biggest differen...
My Office Setup | Declutter & Organize + Remote Work Tour!
มุมมอง 66211 หลายเดือนก่อน
After 6 months of working from home, I desperately needed a refresh sesh! It is so important to make sure that your physical working space is organized and set up for massive productivity. I have spent a lot of time here and feel like I have a better idea of what needs to stay and what needs to go. So hang out with me as I reorganize, declutter, and set up my office for 2024. This is your sign ...
5 Powerful Steps I Do for Success In A New Year!
มุมมอง 18611 หลายเดือนก่อน
Kickstart your year with our latest video, "5 Powerful Steps I Do for Success In A New Year! " Dive into practical insights on reflection, goal-setting, and creating an actionable plan to set the stage for your best year yet. Learn the art of cultivating positive habits, prioritizing self-care, and staying motivated throughout the year. Don't forget to hit the like button, share with friends, a...
Setting Up My 2024 Money Planner | Plan With Me | Budget Planner + Money Trackers
มุมมอง 6K11 หลายเดือนก่อน
Today I share an in-depth look at my money planner setup. This is how I keep track of spending and where my money is going. I then set goals and use the planner to make sure I am on track to keeping the plan I have for my money moving in the direction I want. If you are someone who tends to make great money but doesn't know where it is going or having a hard time sticking to a plan then this vi...
How To Set Up Your Planner For 2024 | Setup Up My Planner 2024 with me | 2024 Planner
มุมมอง 1.4K11 หลายเดือนก่อน
Hang out with me as I plan and set up my 2024 Planner using The Happy Planner. This is a paper planner system that I have been using for over 3 years and this year I am switching it up. I talk through my ideas and why I have set up my planner in this way. I show what I plan to do with my planner moving into 2024. Soon I will be sharing my entire 2024 planner lineup and will start uploading vide...
BTS of our Annual Planning Meeting for Insurance Agency + What You Should Be Planning! 2024 Planning
มุมมอง 104ปีที่แล้ว
BTS of our Annual Planning Meeting for Insurance Agency What You Should Be Planning! 2024 Planning
LIFE UPDATE + WHAT I DEFINE AS A RICH LIFE AS A SERIAL ENTREPRENEUR / MOM LIFE / FREEDOM
มุมมอง 121ปีที่แล้ว
LIFE UPDATE WHAT I DEFINE AS A RICH LIFE AS A SERIAL ENTREPRENEUR / MOM LIFE / FREEDOM
SELF-MANAGED BUSINESS SUCESS STORY of 1st Agency By Design Client with Cassidy Arbeli
มุมมอง 119ปีที่แล้ว
SELF-MANAGED BUSINESS SUCESS STORY of 1st Agency By Design Client with Cassidy Arbeli
10 WAYS I USE NOTION IN MY BUSINESS | BIZ OPERATIONS SYSTEM | AGENCY OWNER TEMPLATE BREAKDOWN
มุมมอง 1.2Kปีที่แล้ว
10 WAYS I USE NOTION IN MY BUSINESS | BIZ OPERATIONS SYSTEM | AGENCY OWNER TEMPLATE BREAKDOWN
TELLING MY STORY | OWNER OF 6 BUSINESSES | HOW DID IT ALL START? RECEPTIONIST TO SERIAL ENTREPRENEUR
มุมมอง 180ปีที่แล้ว
TELLING MY STORY | OWNER OF 6 BUSINESSES | HOW DID IT ALL START? RECEPTIONIST TO SERIAL ENTREPRENEUR
24 ISSUES IN BUSINESS | WHY YOU NEED TO FIX THEM | INSURANCE AGENCY
มุมมอง 72ปีที่แล้ว
24 ISSUES IN BUSINESS | WHY YOU NEED TO FIX THEM | INSURANCE AGENCY
THE DIFFERENCE BETWEEN WORKING "ON" BUSINESS VS. "IN" BUSINESS + WHY IT MATTERS
มุมมอง 416ปีที่แล้ว
THE DIFFERENCE BETWEEN WORKING "ON" BUSINESS VS. "IN" BUSINESS WHY IT MATTERS
AGENCY WENT FULLY REMOTE | HOME OFFICE REMODEL | WORKING FROM HOME FULLY REMOTE
มุมมอง 187ปีที่แล้ว
AGENCY WENT FULLY REMOTE | HOME OFFICE REMODEL | WORKING FROM HOME FULLY REMOTE
EASY 4-PART FRAMEWORK TO ADD BUSINESS SYSTEM + SCALE SO THE BUSINESS CAN RUN WITHOUT YOU!
มุมมอง 66ปีที่แล้ว
EASY 4-PART FRAMEWORK TO ADD BUSINESS SYSTEM SCALE SO THE BUSINESS CAN RUN WITHOUT YOU!
NEW: PLAN WITH ME | Weekly planning process for busy business owners | The Happy Planner
มุมมอง 106ปีที่แล้ว
NEW: PLAN WITH ME | Weekly planning process for busy business owners | The Happy Planner
NO MORE GUILT | Step away from biz confidently | How to Removing Yourself From the Daily Operations!
มุมมอง 111ปีที่แล้ว
NO MORE GUILT | Step away from biz confidently | How to Removing Yourself From the Daily Operations!
How Systems Can Set You Free | Build Business Systems | Business Systems for Insurance Agency
มุมมอง 115ปีที่แล้ว
How Systems Can Set You Free | Build Business Systems | Business Systems for Insurance Agency
HOW I DO IT ALL | Monthly Planning Routine | Paper Planning | Digital Planning for Business Owners
มุมมอง 90ปีที่แล้ว
HOW I DO IT ALL | Monthly Planning Routine | Paper Planning | Digital Planning for Business Owners
Hiring and Recruiting New Employees for Insurance Agency Owners | What is the process I use!
มุมมอง 96ปีที่แล้ว
Hiring and Recruiting New Employees for Insurance Agency Owners | What is the process I use!
WHO DO YOU NEED TO HIRE | HOW TO SET UP NEW HIRE | HIRING FOR AN INSURANCE AGENCY- HIRING TIPS
มุมมอง 65ปีที่แล้ว
WHO DO YOU NEED TO HIRE | HOW TO SET UP NEW HIRE | HIRING FOR AN INSURANCE AGENCY- HIRING TIPS
Why My Team Culture is Thriving!
มุมมอง 15ปีที่แล้ว
Why My Team Culture is Thriving!
CREATING A POSITIVE WORK CULTURE ENVIRONMENT | BUILDING A STRONG TEAM | INSURANCE AGENCY GROWTH
มุมมอง 49ปีที่แล้ว
CREATING A POSITIVE WORK CULTURE ENVIRONMENT | BUILDING A STRONG TEAM | INSURANCE AGENCY GROWTH

ความคิดเห็น

  • @thecoverhouseshow
    @thecoverhouseshow 18 วันที่ผ่านมา

    Great Video

  • @MoneyStrategiesSOULutions
    @MoneyStrategiesSOULutions 2 หลายเดือนก่อน

    Great idea!

    • @cassidyarbeli
      @cassidyarbeli 2 หลายเดือนก่อน

      It’s a game changer especially once you turn it into an annual routine. ❤

  • @live_the_lifeyoulove
    @live_the_lifeyoulove 3 หลายเดือนก่อน

    Rich in experiences 🧡

  • @violalucero5753
    @violalucero5753 3 หลายเดือนก่อน

    Hi i will be there. I think i registered last week. See you soon!

    • @cassidyarbeli
      @cassidyarbeli 3 หลายเดือนก่อน

      Amazing! Can’t wait to see you there.

  • @vanessavanhorn
    @vanessavanhorn 4 หลายเดือนก่อน

    I appreciate your videos so much!!!

  • @843benefitsandhealthmarket7
    @843benefitsandhealthmarket7 6 หลายเดือนก่อน

    Thank you for all this guidance!

    • @cassidyarbeli
      @cassidyarbeli 6 หลายเดือนก่อน

      Glad it was helpful!

  • @360dave1
    @360dave1 6 หลายเดือนก่อน

    Very Helpful! Thank You

    • @cassidyarbeli
      @cassidyarbeli 6 หลายเดือนก่อน

      You're welcome!

  • @SySyPlayDay
    @SySyPlayDay 8 หลายเดือนก่อน

    I am getting my Liscence got insurance and I have no clue where to even begin sadly

    • @cassidyarbeli
      @cassidyarbeli 8 หลายเดือนก่อน

      What lines of business are you thinking of writing?

  • @arainalowery5808
    @arainalowery5808 9 หลายเดือนก่อน

    Ok, I'm super inspired now! Thanks Cassidy!

    • @cassidyarbeli
      @cassidyarbeli 9 หลายเดือนก่อน

      It’s spring cleaning time :)

    • @arainalowery5808
      @arainalowery5808 8 หลายเดือนก่อน

      @@cassidyarbeli I know! I'm actually excited about doing it after watching you.

  • @janetbrennan5518
    @janetbrennan5518 9 หลายเดือนก่อน

    Hi Cassidy, None of the links to enroll in the 4 week "Winning Your Week" course.

    • @cassidyarbeli
      @cassidyarbeli 9 หลายเดือนก่อน

      It’s the first link in the description box below the video. Let me know if it’s doesn’t work :)

    • @cassidyarbeli
      @cassidyarbeli 9 หลายเดือนก่อน

      www.unburdenyourbusiness.com/week Here it is to make it easier for you :)

  • @RH-tg5pe
    @RH-tg5pe 9 หลายเดือนก่อน

    Great video. Thanks!

    • @cassidyarbeli
      @cassidyarbeli 9 หลายเดือนก่อน

      oh great. thanks for sharing that you enjoyed it.

    • @RH-tg5pe
      @RH-tg5pe 9 หลายเดือนก่อน

      @@cassidyarbeli I am a experienced agent, but need to start producing content. I also have a brick and mortar business storefront so it’s relevant for me on a couple levels.

    • @cassidyarbeli
      @cassidyarbeli 9 หลายเดือนก่อน

      oooooo tell me more about your store? @@RH-tg5pe

  • @mdnahidseo
    @mdnahidseo 9 หลายเดือนก่อน

    U need a professional TH-cam thumbnail designer?

    • @cassidyarbeli
      @cassidyarbeli 7 หลายเดือนก่อน

      Sure why not send me some ideas

    • @mdnahidseo
      @mdnahidseo 7 หลายเดือนก่อน

      @@cassidyarbeli how can i connect with you

    • @cassidyarbeli
      @cassidyarbeli 7 หลายเดือนก่อน

      @@mdnahidseo IG- instagram.com/thecassidyarbeli/

  • @arainalowery5808
    @arainalowery5808 9 หลายเดือนก่อน

    This is SO GOOD! I need to get a glass of wine and get updated on all your vids. You truly are the best! Thanks for doing this for us Cassidy.

  • @lucasurbisaia7312
    @lucasurbisaia7312 10 หลายเดือนก่อน

    Cassidy, this is cool stuff! Are you using Notion as your AMS too?

    • @cassidyarbeli
      @cassidyarbeli 10 หลายเดือนก่อน

      I am not currently. But I do know other agents and business owners that do. We currently use Monday and there is a video on this channel about that software as well.

  • @nthambeleniseshibedi3337
    @nthambeleniseshibedi3337 10 หลายเดือนก่อน

    Thank you and thank you. This is formative and now I understand that I need to move from working in the business to working on the business

    • @cassidyarbeli
      @cassidyarbeli 10 หลายเดือนก่อน

      Absolutely. It’s something you have to work at all the time. Eventually you move into working ON more but you can get stuck and need the remind often.

  • @rebekahstinson8511
    @rebekahstinson8511 11 หลายเดือนก่อน

    Absolutely Inspiring! Yes I have all my cds minus my first one I received from my uncle, Butterfly by Mariah Carey and I have a way to play them 😂. I also have an album player as well.

    • @cassidyarbeli
      @cassidyarbeli 10 หลายเดือนก่อน

      Thanks for sharing!! I am glad I am not the only one holding on the old CD's. :P

  • @BlueEyedBabe03
    @BlueEyedBabe03 11 หลายเดือนก่อน

    The final results look great!

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      Thank you. My dream office would look a bit different but at this point I need to get in and work and then hopefully get the heck out and live life. But having a space that works is so important so I’m happy with it. 🥰

  • @chicksagency
    @chicksagency 11 หลายเดือนก่อน

    Love it! I have started to declutter and organize my home office and you gave me some inspiration and ideas. And you have an awesome CD collection LOL! 😀

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      Hahaha I can’t seem to get rid of them. Yay I’m so happy that you got inspired it is totally what I wanted by sharing. It also made me accountable to get it done ❤️

    • @chicksagency
      @chicksagency 11 หลายเดือนก่อน

      @@cassidyarbeli thank you. ❤

  • @JSLshravya
    @JSLshravya 11 หลายเดือนก่อน

    Hey Cassidy! I am budding thumbnail designer. If you are interested I can edit thumbnails for you. Please reply with contact details if you are interested.

  • @moneywithjustliving5258
    @moneywithjustliving5258 11 หลายเดือนก่อน

    New Subscriber here. Great ideas, I am excited to be her supporting another awesome channel.

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      hey there new friend! im so happy you are here.

  • @callist1990
    @callist1990 11 หลายเดือนก่อน

    I enjoy budgetting videos and have been watching a lot, but this is actually the first one where I feel like I take away something useful for me. I don't really have exorbitant spending habits and I take home a good amount of money for my needs, so most of the "cash stuffing" (and even to an extent "no spend") don't really feel useful to me. Most savings challenges just feel like moving money around between envelopes 😅 But the way you talk about goal-setting and especially about being conscious and intentional about your money and where it goes really resonated with me! I definitely feel like that would be meaningful to how I budget and spend this year, so thank you so much for sharing.

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      I totally feel what you are saying about the savings challenges and some of the other ideas out there feel like just moving money around. It also depends on where we are in our journey. I also try to keep it simple so that it’s easier to keep my eye on the goals and track faster. ❤

  • @BudgetwithAandA
    @BudgetwithAandA 11 หลายเดือนก่อน

    New Sub! Great video, love your goals.

  • @RunDMC302
    @RunDMC302 11 หลายเดือนก่อน

    Thanks Cassidy. Two of the things that I also put on my annual routine is to pull my credit report and make sure that there is nothing unexpected on there. The other is to update my "just in case book". This has my family's life policies, my banking information, credit card information, investments, etc...

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      That’s a great idea to add checking credit into your money routine! Thanks for the suggestion.

  • @Gigis-PlannerRoom
    @Gigis-PlannerRoom 11 หลายเดือนก่อน

    New subbie here. You know why I subscribed? Because our home life is very similar and I enjoyed your honesty. Great video, I honestly enjoyed it plus I also like the “Money Planner” name. Because that’s exactly what it is. I look at our accounts daily, except weekends, our personals (4) and our businesses. Deposits, bills pay etc….

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      Awww thanks for the feedback and also so cool that it was relatable. ❤

  • @tcobb936
    @tcobb936 11 หลายเดือนก่อน

    which planner is this ? I love the cover. thanks :)

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      I use the happy planner but these are inserts that I have created for the most part. I have a download for them in the description box :) but the base of the planner is from The Happy Planner they have a ton of layouts and products.

  • @EmpowerHerDreams
    @EmpowerHerDreams 11 หลายเดือนก่อน

    Amazon 😩😩🤦🏽‍♀️🤦🏽‍♀️ im over 1k a mth with them alone

    • @RealwithGod510
      @RealwithGod510 11 หลายเดือนก่อน

      Same here almost for buy now pay later apps

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      I feel that too and thats why I had to seperate it but now i can see more clearly what is actual things I would have bought at a store anyway and what is really just impulse buying

  • @EmpowerHerDreams
    @EmpowerHerDreams 11 หลายเดือนก่อน

    Simple ❤

  • @CashBearMama
    @CashBearMama 11 หลายเดือนก่อน

    Great video 🎉 New Subscriber ❤

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      awww yay thank you i just started really sharing this on my channel about using my planner and I hope that I can help and inspire others.

  • @ticktock1861
    @ticktock1861 11 หลายเดือนก่อน

    enjoyed the video

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      thank you that makes me happy to know that it was valuable :)

  • @Mariak82
    @Mariak82 11 หลายเดือนก่อน

    I'm just setting mine up for 2024. 🙂

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      As long as we are intentional and getting it done then that is what matters!

  • @Mariak82
    @Mariak82 11 หลายเดือนก่อน

  • @EachOneTeachOneluv
    @EachOneTeachOneluv 11 หลายเดือนก่อน

    I thank you for sharing your story. Its good to have the background information behind your obvious success.

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      Absolutely!

  • @EachOneTeachOneluv
    @EachOneTeachOneluv 11 หลายเดือนก่อน

    Hi...doesnt sound crazy because I had to do the same thing you basically need a week on 4 pages in conjunction with your monthly. I had someone create a week on 4 pages for me so here is a suggestion, if you dont mind. You will need to combine the categories on your sticky notes you have on the right side on the dashboard layout with the sections on the left, basically make them all on one page. You can eliminate the right side of the dashbord layout because you will have a time weekly so with that here is waht you can do... 1. Use the left side of the dashboard layout as your first page with all you different sections but it must be on the right side of planner. Pgs 2 and 3 would be your timed scheduled page and the last page (on the back) would be a notes/braindump. Hope this makes sense,

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      this is exactly what I think I will end up doing. I will share in upcoming videos what ends up working and I appreciate the suggestion... so thank you! :)

    • @EachOneTeachOneluv
      @EachOneTeachOneluv 11 หลายเดือนก่อน

      Seee...not crazy! I will be looking for that video and your others.

  • @mskym67
    @mskym67 ปีที่แล้ว

    In order not to see 23/24, take that cover and make it your NEW back cover. Now if you don't particularly care for the inside of the back cover, it might not be so great as your new front cover. Just a thought! 😊

    • @cassidyarbeli
      @cassidyarbeli 11 หลายเดือนก่อน

      That’s such a simple solution! Thanks. I actually just got a cover from Live Love Posh so when I get it I’ll see if I like that but for now I’m totally switching the front and back 😏

  • @westonantonio7454
    @westonantonio7454 ปีที่แล้ว

    Promo'SM

  • @cassidyarbeli
    @cassidyarbeli ปีที่แล้ว

    Make sure to let us know how you conduct these planning sessions and what you are wanting to achieve in 2024 👇🏼

  • @ash_bowman907
    @ash_bowman907 ปีที่แล้ว

    Love your content thank you for staying real🤍

  • @26upman
    @26upman ปีที่แล้ว

    Keep fighting the good fight

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      All we can do! Onward + Upward Always ❤

  • @cassidyarbeli
    @cassidyarbeli ปีที่แล้ว

    My business was selling, and bringing in revenue. But I was not making much profit or at all. Going into debt and wondering how this will continue. I was trying to figure out how I can stop working so much but was afraid to take my foot off the gas pedal. I still had the hope of succeeding but I was not spending time doing so intentionally or strategically. I was still waiting and wishing I could find the secret sauce to it all. While watching others brag about their success. I knew I was capable of anything but was so overwhelmed I couldn’t see in front of me clearly. I wanted a place to feel safe, surrounded by a business bestie who could guide me to make strategic moves, increase profit, and have great execution with little effort. Not making a profit, working too many hours, and having to juggle it all. What had me in this mood you ask? And keeping me up at night is all of that. (Constantly churning in my brain) feeling like it’s all going to fail. I had such a deep desire is to make money and prove to myself and my family that I can do this. That I was more than just a mom, or more than just a pretty face, or whatever it was….. I wanted to level up too. Sound familiar? Ya. I have been there. I totally get it. If you want to find out how I got out of it and only work 2 hours in my business a month come join our Free Bootcamp and you will learn all the ways I did this! unburdenyourbusiness.mykajabi.com/bootcamp

  • @jessicanaves1604
    @jessicanaves1604 ปีที่แล้ว

    Awesome information, super interested in getting the template, but when I go to the link it goes to your full program.

    • @jessicanaves1604
      @jessicanaves1604 ปีที่แล้ว

      Also when I click in your IG, it states - Sorry, this page isn't available.

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      Thanks for letting me know. I have corrected the link in the description. Here it is as well :) www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      Yes my account has been hacked. I have currently working on trying to get it back. It’s been a nightmare to say the least. You can chat with me on this account temporarily @agency_by_design

  • @cassidyarbeli
    @cassidyarbeli ปีที่แล้ว

    www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout The link to template.

  • @AlexisEnterline-z7k
    @AlexisEnterline-z7k ปีที่แล้ว

    Hi! This is great. I am looking for your Notion template and when I click on the above link it does not take me to template.

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      Hi, the link directs you to access the checkout page to pay for template and then will give you link to download. Here is the link again if you’re interested. www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout

  • @ati.g.branding
    @ati.g.branding ปีที่แล้ว

    love you!!! you are the most transparent person ever !!!

  • @ambervoigtinsurance
    @ambervoigtinsurance ปีที่แล้ว

    WOW! I love this and definitely getting started on this today. This can enable me to get rid of multiple systems and have it all in one spot. Question - do you do the business plan?

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      Nope still on the free plan. :) i would say get started and then see if you want to add any features what the cost is ect. I have links for setting up an account and the template in the description box

  • @imchrris
    @imchrris ปีที่แล้ว

    Where do you upload docs for each client? And how can I divide that per year?

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      you can upload documents for each client by creating a file column or into the chat box. We currently upload our docs into our AMS system once they are a client and use Monday.com for a CRM to track the process untill they are a client and then to track our book of business better through color coding, statuses and in one easy to analyze view. In order to divide per year you will just want to make another board for the year and at the end of the year transfer the info into that board to seperate the years.

    • @imchrris
      @imchrris ปีที่แล้ว

      Wow thank you so much!! Which AMS do you use?

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      for our insurance business we use Ezlynx @@imchrris

    • @imchrris
      @imchrris ปีที่แล้ว

      @@cassidyarbeli appreciate it! Thanks so much for your help!

  • @amandambenson
    @amandambenson ปีที่แล้ว

    Hi Cassidy! Thank you for sharing your story - so inspiring!!! Do you follow Codie Sanchez? She is awesome. You kind of remind me of her with all your different ventures... I'd love to diversify my businesses like that too. For now it's real estate rentals, my coaching business and the marketing/media agency. Great connecting and I just followed your channel so looking forward to binging some more content. I'll reach out to you on Instagram and maybe we can set up a coffee chat sometime soon? 🤗

  • @rmuscat1276
    @rmuscat1276 ปีที่แล้ว

    Wow!! Great vid, thanks for sharing your insights, thoughts & steadfastness. ❤❤❤

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      thanks! its been a long wild ride and only the beginning.

    • @rmuscat1276
      @rmuscat1276 ปีที่แล้ว

      ​@unburdenyourbusiness can you provide bonding + Insurance Nationwide or is it just for your area? If so I'd like to get a quote from you.

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      We do and would be honored to earn your business. Please send your contact into to 7027500570 via text and we will get back to you@@rmuscat1276

  • @pdeakneam
    @pdeakneam ปีที่แล้ว

    Of course before i am not yet watch your video i ask my self what in business and on business but after i see done your video i understant it and thank you for good business❤❤❤❤

  • @Xavier-iu8jn
    @Xavier-iu8jn ปีที่แล้ว

    "promo sm"

  • @heathergallo9712
    @heathergallo9712 ปีที่แล้ว

    Every time I see a decrease in sales it’s because I’ve eased on tracking. Great reminder to make it a priority!

    • @cassidyarbeli
      @cassidyarbeli ปีที่แล้ว

      It really is crazy how entering some data can help boost revenue. It is probably the most influential system we have implemented in all our businesses. :)