The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

71 | Disorganized Again? Simple Tips to Stay Organized in Business and Life

Are you having trouble staying organized? You may have gone through the process of organizing, but it never seems to stay that way.

On today's episode of The Organized Coach Podcast, I dive into the heart of maintaining organization in your coaching business. I walk you through the five essential steps to getting organized, starting with sorting and purging - the decluttering steps, moving into assigning homes and setting limits - the organizing steps, and finally, the fifth critical step of maintaining the structure you’ve created.

I discuss how crucial it is to tie maintenance tasks to existing routines or tasks to make them more manageable. For example, you could clean your file drawer during tax season or refresh your closet when the seasons change.

I also discuss the benefits of setting up structured maintenance appointments and having an accountability partner to ensure consistency.

I aim to help you streamline tasks, reduce stress, and keep your business running smoothly.

Click here for the full transcript, notes, links, and more.

Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

70 | Simplifying Business Finances with Mark Butler.mp3

Click here for the full transcript, notes, links, and more.

Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

Are you making things more complicated than necessary with your business finances? How do you organize the “system” of looking at your numbers? Are you clear on the role or purpose of your business in your life? If so, is your business fulfilling this role? 

Today we dive deep into the often overwhelming world of business finances with expert Mark Butler from Let’s Do The Books.

Mark and I discuss the importance of having a simple system for managing your money and the crucial question of knowing what your business's job is in your life. 

We explore common financial mistakes coaches make, from unnecessarily complicating their banking accounts to overspending on high-ticket masterminds and coaching programs without tangible returns. 

Mark also shares invaluable tax strategies, dismantling common myths and offering practical advice to keep your business's financial health in check.

Whether you're struggling with digital disorganization, overspending, or simply need to streamline your business operations, this episode promises to equip you with actionable steps to achieve financial clarity.

 

69 | How to Organize Your New Client Onboarding Process

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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...

1. Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
2. Is there anything you can simplify in this process? Delegate? Automate?
3. Is each step documented? Are all links needed to do this process included in each step
4. 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. 

REPLAY | 3 Steps to an Organized and Profitable Coaching Business Training

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Click here to join Organized Coach Academy during this special promotion period and save MONEY! The promotion period ends on Saturday, August 24, 2024.

➡️ Join before Saturday to receive $250 off the price AND a private 1:1 call with me where we'll streamline and organize your bookmarks bar to save you SO much time every time you open your browser.

68 | 10 Things I Wish I Had Organized Sooner in My Business

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Register here for my LIVE class to learn 3 simple steps to an organized and profitable coaching business, plus the ONLY 5 digital files you need! It's a FREE training!

Are you ever mad at your past self for not doing a better job organizing your business from the beginning?

It would have been so much easier if someone had given us the resources and knowledge we needed. But... we didn't know what we didn't know.

This week, I experienced this myself when making a list of my podcast guest appearances. They were not all in one place, so I "wasted" time trying to put this list together, annoyed that I hadn't done this from the beginning. 

My experience inspired this episode. I thought of the things that I wish I had organized from the very beginning, and I thought of my clients and what they wish they had organized.

Let me tell you, getting organized takes a lot more work when you've accumulated all the stuff. So, if you are new to business, take notes. And if you've been in business for a while and are wishing you had started sooner, NOW is the time. Your future self will thank you immensely. 

What do you wish you had organized from the start? Please message me on Instagram and let me know what yours are that I missed.

I share 10 critical elements I wish I had organized from the beginning of my coaching business. These elements include maintaining digital files, tracking podcast guest appearances, organizing funnel links, recording assets and freebies, and more.

I've packaged my solution to all of these in Organized Coach Academy where I help all coaches get their businesses and their assets organized. I break it down into simple modules and include monthly calls so you don't stay stuck. 

Tune in to discover practical tips for creating a streamlined and efficient coaching business today!

67 | ADHD and Executive Function - Coaching Success Strategies with Paula Engebretson

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FREE CLASS on August 19, 2024. Register here. Learn the ONLY 5 files you need to organize your digital files and the 3 steps to create an organized (and profitable) business. It will be live and improved! Don't miss it.

Do you have ADHD? Do you lack executive function in areas of your life and business?

This episode will help you understand how ADHD presents itself and the obstacles it causes for both the coach and the client.

I have the honor of talking with Paula Engebretson, an ADHD coach and productivity expert, on this topic. We discuss:

• What ADHD is and how it's connected to executive functions.
• How ADHD impacts a coach running a coaching business AND a client taking that program.
• How coaches can make their programs and courses more ADHD-friendly. Paula shares 5 key areas coaches can explore to make their content more ADHD-friendly.
• How Organized Coach Academy supports ADHD brains.

Listen for the simple but compelling question that can help you and your clients understand why you're not doing what you want to do.

We close by inviting you to review your current content and identify ONE area where you could incorporate additional scaffolding. This could include...

• Turning on captions for videos
• Creating a step-by-step checklist to make a complex process visual
• Creating simple guided questions for group coaching calls
• Asking a 1:1 client: what would look like amazing support for you

What will you choose to do?

 

66 | Get Organized Using Your Alter Ego

Enrollment is open for my 6-month small group mastermind, Organized to Profit. Learn more and apply here. This is a safe place and a very small group (2-4 people) where we focus on the goals you set in your business that will make you money.

In this episode of the Organized Coach Podcast, we are unpacking the concept of the alter ego as a tool to help you become more organized in your personal and professional life.

 

We will unlock your inner organized self with the power of the alter ego.

 

First, I explain what an alter ego is; then, I share the example of Beyonce's Sasha Fierce and the comic book character Superman.

 

I provide practical tips for creating and stepping into your own organized alter ego, the one you can make today that fits you, your way of thinking, and your stage of life.

 

Even if you think, "But I really don't have any organizing skills, Tracy." or "No one has ever taught me...I feel like I don't even know how to imagine what an organized person would do," try this! This concept can be just as helpful for those with ADHD or missing organizational skills.

 

Tune in to learn how to make it fun! Use your creativity and routines to activate your organized self and make strides in managing your business or home efficiently.

 

Click here for the full transcript, notes, links, and more.

 

Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

 

 

65 | 3 Things to Organize for the Biggest ROI - Return on Investment

Enrollment is open for my 6-month small group mastermind, Organized to Profit. Learn more and apply here. This is a safe place and a very small group (2-4 people) where we focus on the goals you set in your business that will make you money.

I read a statistic this week that people waste 2.5 hours a day searching for things they need to do the work they need to do. WHAT!!! That needs to stop.

In this episode of the Organized Coach Podcast, I share three key areas to organize in your coaching business for the most significant return on investment (ROI). These areas include organizing your digital files, setting up an efficient bookmarks bar, and creating a documented process for your marketing activities.

As you listen to the episode, choose only one task at a time to commit to organizing.

If you experience stress, overwhelm, or frustration because you are constantly looking for things, reinventing the wheel each time you take action, or lack efficiency, then listen in. Investing time to organize these three areas will save you so much time and create joy and peace as you work on your computer and in your business.

Join the Organized Coach Academy for personalized guidance and support to actually get this work executed. If you are ready to make more money in your business, apply here to join Organized to Profit. 

 

Click here for the full transcript, notes, links, and more.

Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!