YouTube Video Summary: Why Outsourcing Your High-Level SAS Too Early Will Kill Your Business
This video argues that attempting to outsource the setup and management of High-Level SAS to a Virtual Assistant (VA) or external companies early in your business journey is a common mistake that hinders growth and leads to client churn. The core message is that you cannot outsource understanding, especially in the early stages of building a business.
Main Points
- The Problem with Early Outsourcing: Many new entrepreneurs believe they can hire someone else to set up their High-Level account for them, often seeking cheaper options. This approach is flawed because it means you're hiring individuals at a similar level of understanding and expertise as yourself [0:00-1:04]. This can lead to poor quality setups and a lack of control.
- The Entrepreneur's True Role: The job of an entrepreneur is not to do everything themselves, but to identify and manage talented individuals who can perform tasks better. However, this is only feasible once the business has some foundational understanding and a budget for top talent [0:31-1:04].
- Learning is Essential for Early Stages: In the beginning, you must be the one to learn the intricacies of the software, such as setting up pipelines, connecting calendars, and troubleshooting tech glitches. This allows for faster client onboarding and prevents client relationships from deteriorating due to technical issues [1:33-2:06].
- Understanding Prevents Anxiety and Client Loss: Not understanding your own business's core systems creates low-level anxiety. If something breaks, you're dependent on someone else, and the inability to diagnose or communicate the problem effectively can lead to client dissatisfaction and departures [2:04-2:36].
- The Alex Hormozi Example: A powerful illustration is given of Alex Hormozi, who, instead of hiring an expensive marketing agency, paid a premium to be taught how to run ads. He insisted on seeing and understanding every step, thereby gaining a crucial skill and saving significant costs in the long run [2:35-3:07].
- You Can Outsource Execution, Not Understanding: While you can eventually outsource the execution of tasks, you cannot outsource the fundamental understanding of how your business operates, how to diagnose problems, or what solutions to explore when things go wrong [3:06-3:37].
- Building Expertise for Future Hiring: By learning the skills yourself early on, you are better equipped to evaluate and manage external talent when you do have the budget to hire smarter individuals [3:06-3:37].
Actionable Insights & Key Takeaways
- Learn High-Level Yourself First: Before hiring any VAs or consultants for setup, dedicate time to learning High-Level comprehensively. This includes understanding setup, workflows, and troubleshooting [3:36-4:09].
- Follow Step-by-Step Tutorials: The speaker recommends a specific step-by-step tutorial for beginners (linked in a video card and comments) and stresses the importance of actively doing the steps, not just watching [3:36-4:09].
- Practice and Test: Set up dummy clients and test your workflows to identify and resolve issues before onboarding real clients.
- Invest in Understanding: If you need additional guidance, consider hiring one-on-one consultants who can walk you through the process step-by-step, ensuring you gain understanding [4:07-4:20].
- Long-Term Client Retention: Mastering your systems is crucial for systematizing your business, scaling beyond a few clients, and ensuring long-term client retention, not just client acquisition [4:07-4:20].
- "Simple, Not Easy": The process of learning and implementing these skills is straightforward but requires effort and dedication [4:07-4:20].