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IAM1891 – Entrepreneur Creates Systems and Workflows for Business Owners

Podcast Interview with Charlotte Parsons

Why it was selected for “CBNation Architects”:

In this episode, the guest is Charlotte Parsons, founder of The Work In Process. The Work In Process is a systems and workflow consultancy that caters to business owners seeking more time, freedom, and structure in their operations. Her clientele varies across the globe.

Here are the key insights from the episode:

Services: Charlotte's firm specializes in creating custom workflows, automations, and client experiences by leveraging software tools like Dubsado, Acuity, and Asana.

CEO Hack: Charlotte recommends using Dubsado, a business management software designed for entrepreneurs, as an effective tool for managing and automating businesses.

CEO Nugget: Charlotte shares wisdom from her entrepreneurial journey in the form of “You don't have to do it all”, encouraging entrepreneurs to delegate and distribute responsibilities for more efficient business operations.

CEO Defined: According to Charlotte, being a CEO implies focusing and working on things that truly matter.

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Charlotte Parsons Teaser 00:00

I think mine is probably that I'm very intentional in the way I work with clients. I see a lot of people automating for the sake of automating and I've got to be honest, it's one of my pet hates. And I think that people do it because they feel like they really need to save some time, but often it can create this big clunky mess.

Intro 00:18

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long long, long, long interview?

If so you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of. This is the IAMCEO podcast.

Gresham Harkless 00:45

Hello. Hello. Hello. This is Gresh from the IAMCEO podcast, and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year, and we're doing something a little bit different.

Where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, the business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, business owners, and what I like to call the CB Nation architects who are looking to level up their organizations.

This month, we are focusing on operations. The systems will set you free. So think about systems, think about flow, sustainability, potentially working out in your morning routine, waking up early e-commerce, and different business models. Think of the operations in the models that basically set up the foundation to allow the creativity within organizations, but also to make sure the trains are running on time and things are going as they should.

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Now, this is extremely important because we often can turn to the sexy parts of the business and forget about the operations and how important that is. So I really want to focus this month on this specific topic. So sit back and enjoy this special episode at the IAMCEO podcast.

Hello. Hello. Hello. This is Gresh from the IAMCEO podcast. And I have a very special guest on the show today. I have Charlotte Parsons of The Work In Process. Charlotte, it's awesome to have you on the show.

Charlotte Parsons 02:05

Thanks, Gresh. I'm excited to be here.

Gresham Harkless 02:07

No problem. Super excited to have you on and super excited to have you on the show. And what I wanted to do is read a little bit more about Charlotte so you can hear all the awesome things that she's doing.

And Charlotte runs The Work In Process, a systems and workflow consultancy for business owners who are tired of the hustle and crave more time and freedom in their businesses.

She works with clients all over the globe, providing VIP-level support in creating custom workflows, automations, and client experiences using softwares like Debsado, Acuity, and Asana.

Charlotte, are you ready to speak to the IAMCEO community?

Charlotte Parsons 02:40

Yeah, I'd love to. I'm looking forward to it.

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Dave Bonachita - CBNation Writer

This is a post from a CBNation team member. CBNation is a Business to Business (B2B) Brand. We are focused on increasing the success rate. We create content and information focusing on increasing the visibility of and providing resources for CEOs, entrepreneurs and business owners. CBNation consists of blogs(, podcasts, ( and videos ( CBNation is proudly powered by Blue16 Media.

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