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*** Top 1% Globally Ranked Podcast *** ❓Do you feel like you’re constantly putting out fires instead of creating an organized, streamlined, automated business? ❓Do you struggle to stay organized and on top of your to-do list, overwhelmed and bogged down by administrative tasks? ❓Are you ready to scale your business but need help knowing where to start implementing systems? ❓Would you like to work less and make more money? ❓Do you have ADHD or struggle to stay focused? My podcast is the perfect resource if you answered yes to any of these questions. I’m here to help you organize, systemize, and streamline your life coach business so you can focus on what really matters: helping your clients. As a 15-year veteran professional organizer and certified life coach, I understand the unique challenges of being an entrepreneur, running a successful business, and serving clients. I’ve helped hundreds of people get organized. However, organizing my own business was more challenging than I thought. I had to figure out what worked, how to create processes, what software programs to use, how to track clients and leads, schedule social media consistently, and so much more. My journey hasn’t always been easy. I’ve faced my own share of obstacles and setbacks, and I know how difficult it can be to navigate the ups and downs of entrepreneurship, keep things organized, and create systems and procedures, ALL while doing everything else in my business. That’s why I created this podcast: to share the strategies, tools, and mindset shifts that have helped me build a strong foundation in my own business and help other life coach clients overcome these challenges and succeed on their own terms. Through my podcast, you’ll learn how to: 🌟 Streamline your business processes and automate repetitive tasks 🌟 Build a solid foundation for scaling and growth 🌟 Develop a healthy, organized mindset that supports your success 🌟 Prioritize and create an organized calendar so you can work less and make more money 🌟 Reach more people and make a bigger impact 🌟 Organize your office, paper, digital assets, Canva, and anything else to help you. Whether you’re just starting or have had your coaching business for years, my podcast has something for you. If you are diagnosed with ADHD or feel like you’re missing the organizing gene, I can help. If you love all things organizing, join me to learn more! So, if you’re ready to take your life coach business to the next level, join me on this journey. Let’s organize, systemize, and streamline to become Organized Coaches! ✅ FREE Workshop: 3 Simple Steps to an Organized (and Profitable) Coaching Business → https://simplysquaredaway.com/5files ✅ Learn → https://simplysquaredaway.com/ ✅ Organized Coach Academy → http://simplysquaredaway.com/oca ✅ Instagram → https://www.instagram.com/tracyhoth/
Episodes
Tuesday Aug 27, 2024
Tuesday Aug 27, 2024
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Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?
Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.
I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...
- Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
- Is there anything you can simplify in this process? Delegate? Automate?
- Is each step documented? Are all links needed to do this process included in each step
- Have you tested your documentation? As you test it, make any adjustments to improve it.
As you reflect on your current processes, identify areas for improvement by thinking about:
- Is your money collection process effortless?
- How do you get the information your client needs?
- Do you have an email welcome or nurture sequence set up?
- Do you need to add any appointments or reminders to your calendar?
- Does your process create reassurance or safety for new clients after making this big decision?
- Is it clear to your client what their next step is?
- Does your onboarding give off "care and thoughtfulness" vibes?
Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.
If you want help documenting processes, join Organized Coach Academy today!
For links to the coach examples mentioned, click here.
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