Our story began like many other companies . . .

A desperate need to solve a major problem

We needed something to use ourselves.  We tried many things that just didn’t work the way we were expecting and finally decided to build it ourselves.

My wife has been in direct sales for about five years now.  Initially it was just to get discounts on products she loved using.  She did a launch party as part of starting up and got bookings.  She then did those parties, still not thinking that it would go anywhere and just liking the free stuff.

From there, the bookings just kept leading to more bookings and those leading to even more.  Finally, she decided to take it seriously and make a business out of it.

Fast forward to the first time we got our taxes done after she started making a business out of it.

That first accounting appointment we found out a couple of very important things:

  1. We had to pay thousands of dollars to the government when we honestly did not plan to.
  2. Getting serious about write-offs is now a must.*

* We did write some things off but realized had we been more serious about it and kept much better records, we could have saved a good chunk of that tax bill.

That lesson was an expensive one, for sure!

My background is in finance and technology.  The first thing we tried was using a spreadsheet.  That quickly proved to be an underwhelming solution!

Have you ever tried to keep up with inventory in a spreadsheet?  Or track income and expenses from a specific event to know if it is worth doing again this year?  Not fun!

The next thing I did was built a simple accounting application for my wife where she could track income and expenses as well as keep her inventory up to date.

Then she started doing Facebook parties and we wanted a way to invoice customers at those parties.  Yes, we could have invoiced through PayPal and then manually entered the income into our application but that was doing twice as much work as necessary. We wanted something simple.  Simple is easier and less time consuming.

If you are running your own business which you are, otherwise you would not be reading this, you want something that will save time, not make it harder.

So, I added the ability to invoice from the application with the income being recorded when the invoice is paid (still using PayPal).

Our next pain point was hostess coaching, client and team member onboarding.

All time consuming communication that many times is redundant from one person to the next.  Of course, Lyndsey loves to talk with these individuals, we found that she was going over the same things. We found that if she automated some of the redundant communications it allowed her MORE time to spend individually with each person.

That lead to the next piece of our application, an automated drip system. These are automated series’ of emails and SMS text messages sent directly from her. These also include scheduled tasks reminding her when to make personal phone calls or send something out.

These emails and SMS text messages are sent directly from her without third-party branding on it from her cell number and email account. It needs to look personal because it is. We spend a lot of time getting these just right.

Again, this needed to be simple to setup. A whole drip campaign can be setup and edited from one page in a matter of minutes.

Direct Sidekick - Our Story

“Our goal is to make everything as simple as possible. Make something to save time, not add another to-do to our lists.”

Thank you for your business, we sincerely appreciate it!

Our hope is that Direct Sidekick will help your business grow just as it did ours!

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