7 Technical Steps for Flawless Freebie Delivery

7 Technical Steps for Flawless Freebie Delivery

7 Technical Steps for Flawless Freebie Delivery

If you’ve created a free resource to grow your email list, you may be asking yourself “Okay, so now what do I do?” 

This week, we’re sharing the technical process necessary to deliver your freebie to your new email subscribers. By breaking down each step, we demystify the technical aspects, revealing a straightforward path to successful freebie implementation in any coaching business.

In this episode you’ll discover: 

  • The 7-step tech-friendly freebie delivery process that we personally use in our businesses and teach our clients for flawless delivery
  • The purpose of a follow-up email sequence and why, when designed correctly, it’ll lead to more paying clients
  • Why this rinse-and-repeat process, once implemented the first time, makes future lead magnets a breeze to set up

A coach recently asked a great question which was “How do I actually DO the technical aspect of a freebie? Connecting the online pieces?”

We know this can feel like a bit of a puzzle, so we wanted to cover it in a way that would simplify the process, so you know what to do.  Each step that we cover builds on the previous step and by the time we finish this episode you’ll discover that it isn’t nearly as complicated or technical as you may have thought.

Step 1 – Create freebie (pdf download)

For this step, we’re going to assume that you already have a client-specific lead magnet ready to go, designed for your dream client. It’s important to create a freebie that is specific for the needs of your ideal client. If you’re still trying to figure this out, or you have a freebie that isn’t attracting the right people, we have another podcast episode that will help you dial it in. It’s called – Supercharging Your List Building: 5 Vital Elements for High-Converting Freebies. It’s episode 314 and we will link to it in the show notes so you can easily find it.

Step 2 – Upload to an online storage platform

If you have an online business, then you more than likely already have a favorite online storage platform. We know that many coaches use Dropbox or Google Drive. There are plenty of options to choose from so it’s important to use one that you like. The main purpose of storing this in an online platform is so that it will be given a unique URL that you’ll be able to share with your new email subscriber in a delivery email so they can download it.

Step 3 – Grab the unique URL

Once you’ve uploaded it to the online storage platform of your choice, you’ll want to log in and grab the unique URL that it was given. This is typically located in the “Share” option for that particular upload.

7 Technical Steps for Flawless Freebie Delivery

Step 4 – Set up the registration page

Next, you’ll need to set up a couple of web pages which is what we’re covering here in step 4 and the next step, step 5. The easiest and quickest way to do this is through your email management system. They all have templates that can be quickly customized for your audience. 

The first page you’ll want to customize is a registration page, also known as an opt-in page or landing page. This is where people enter their email address as a way of subscribing to your email list and getting your freebie delivered to them. We encourage our WBA students to only ask for an email address (and not a name). We’ve found that there are higher conversions when you don’t also require a first name to be entered. Choose a simple template that is easy to customize.

Step 5 – Set up a thank you / confirmation page

The second web page you’ll want to set up is a thank you page, also known as a confirmation page. Basically, this is the page your new subscriber will be taken to once they click the submit button on the registration page. The thank you page will thank them for subscribing and let them know to check their email because you’ll be sending the freebie resource right over to them. Again, there are simple templates within your email management system that will make this process easy to accomplish.

Step 6 – Delivery email (include the link to download the freebie)

The delivery email should be pretty simple. It’ll congratulate them for making the choice to request the free download, give them the link to download it, (this is the link you grabbed in step 3 from your online storage platform), and encourage them to dive in right away. You may also let them know that you’ll be following up soon with another email to see how it’s going.

Step 7 – Follow-up email sequence (automated)

Our final step is a follow-up email sequence. This step will take you a little longer to accomplish than the rest but is worth the extra time because the main purpose of these email is to introduce your paid program and let your new subscriber know how they can work with you.

This follow-up email sequence should be automated and delivered over the next 7-14 days depending on how many emails you write. Keep in mind that you’ll want to include details about your experience, more info on how to implement the info they received in the freebie, case-studies, testimonials, and benefits of joining your paid program.

This entire process, from creating your freebie through making more sales with your automated follow-up email sequence is something we cover in depth in the Wellness Business Accelerator program. We have an entire lesson dedicated to this topic called: Create the Perfect Lead Magnet and Landing Page to Attract Your Ideal Clients.

  • How to figure out a great topic for your lead magnet that your audience will be excited to get their hands on.
  • The formula for coming up with the perfect lead magnet title that results in high conversions (more people signing up for it).
  • The blueprint for simple, but high-converting landing pages that create desire for your free offer.
  • We also include 5 done-for-you follow-up emails to send to your new subscribers and landing page examples that will make implementing what you learn quick and easy.

This is a great example why our past WBA students love this program so much. It’s a step-by-step on-demand program that gives you absolutely everything you need to be successful in growing your business.

This is just one lesson of many included when you become a Wellness Business Accelerator member. Don’t forget to add your name to our VIP Waitlist to get notified next week when the doors open on 4/23/24. 

We hope to see you on the inside!

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How to Decide if an Evergreen Workshop is Right for You

How to Decide if an Evergreen Workshop is Right for You

How to Decide if an Evergreen Workshop is Right for You

A highly effective strategy for enrolling clients in your coaching programs is to offer online workshops (webinars). Once you have a workshop in place that works well, you may decide to offer it as an evergreen (pre-recorded) option, so people can sign up for it and watch it any time. 

Choosing to provide an evergreen workshop sounds like an amazing ‘set it & forget it’ marketing strategy but there are a few things you need to consider before making this decision.

First, you need to know what your goals are for this strategy. It’s always good to be intentional with your decisions when it comes to marketing your coaching business.

Is your goal based on marketing convenience, (as it you’re loving the ‘set it and forget it’ model), list building, or for revenue generation (or both)?

Once you know your goal, it’ll be easier to decide which style of evergreen options you should embrace. There are two types – Using a professional software like EasyWebinar or a DIY model using an online storage option like Dropbox. EasyWebinar is not the only option. There are many to choose from but for the sake of example, we’ll be referring to EasyWebinar.

When you choose a software like EasyWebinar, there are many moving parts but it does have its benefits. This software is designed to make it appear as if the workshop is live, (even though it’s pre-recorded), which means that you’ll ultimately end up with more clients joining your coaching program. The live appearance using this software will lead to higher conversions. That said, this software is a lot of work to set up. Let’s break it down.

  • Appears as if it’s live – your attendees will need to choose a date/time and register for that specific event.
  • Great list builder
  • The software requires you to have multiple email sequences in place. One that goes out before the workshop encouraging them to show up live, reminding them of the amazing benefits of attending the call. It also requires a “we’re live” email as one more reminder and lastly a couple of follow up email sequences based on whether or not they attended live or didn’t show up at all.
  • The software monitors if someone showed up and the length of time they stayed which is super helpful when it comes to analyzing the conversion rate.
  • Software is pricey – $80/month (EasyWebinar)

This is a much more professional option and will definitely convert at a higher rate. Meaning that whatever you offer at the end of your workshop will have more clients enrolling than if you choose to do the DIY option that we’ll discuss next.

Next up, is what we like to call a DIY Evergreen Option. It’s much easier to design and can be set up really quickly compared to the other option we discussed. Let’s go over how this would work.

  • The DIY option would be set up as an on-demand option. Meaning the future attendee would opt-in for the replay link and it would be sent to them immediately in an email. No need to choose a date or time.
  • This option is also a great list builder
  • The emails required would include a delivery email with the recording link and then a follow up email sales sequence that would promote your program for 5-7 days.
  • No software expense – only online storage like Dropbox or Google Drive

This option is a tradeoff. It’s easier to set up but won’t convert nearly as well as the other option that appears live. But this is a great place to start if you’re just getting started since it has a low barrier to entry and can be set up more quickly.

Here’s what you need to know before choosing either one of these options.

Before going evergreen you should deliver the workshop a few times live to get a high-quality recording that has been proven to convert attendees into paying clients. This is a really important piece of the puzzle. We know that many coaches want to go straight to the recording option so they don’t have to feel out of their comfort zone by doing a live workshop but showing up live will improve your presentation skills and ultimately give you a better recording for your evergreen model.

There you have it. Two different options to set up an evergreen workshop in your health coaching business.

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5 Confidence-Boosting Strategies for Health Coaches

5 Confidence-Boosting Strategies for Health Coaches

5 Confidence-Boosting Strategies for Health Coaches

Do you ever wish you felt more confident in your role as a health coach? If so, you are not alone.  It’s easy to feel a lack of confidence when you’re starting something new, and it’s quite normal, so today we’re sharing 5 strategies you can use to boost your confidence as you work on building your coaching business. 

Let’s kick things off with our first strategy. 

1. Realize you’re going to start out as a beginner and that’s where we all begin with something new, so don’t compare yourself to others who are further ahead than you are right now. This is one of the top mistakes we hear from coachesthey feel like they should be much further along, but it’s mostly based on what they see other coaches doing, not realizing those coaches also started where you are right now. You will make mistakes and have bumps along the way and each step you take will lead you to the next one and it’s all about making progress. Setting goals right from the start can help push you past your comfort zone, so you’re continuing to get in front of new people, expand your reach and get the word out about what you do. When we think back to the mistakes we’ve made and failures we’ve had, we know they each led us to the next step which helped move us forward.  Not everything you do is going to be a home run, and it’s all part of the process.  Embrace being a beginner and give yourself grace each step of the way. 

2. Practice is your best friend. Whether it’s doing discovery calls, hosting workshops, recording videos or doing livestreams – you won’t be great at them in the beginning, but each time you do it, you will get better and better.  This is the most important thing you can do if you want to feel more confident – keep doing it even when you feel like you’re not good at it. No one is at first. When I think back to how awful I was at doing video a few short years ago, I laugh about it, but at the time it just felt really hard and very uncomfortable, and I was bad at it.  Last month, someone paid me a very nice compliment by saying I was very natural on video.  That ‘looking natural’ on video took me about 2 years to get to, and that means a lot of practice was involved.  It’s a good reminder that even when you’re doing something that feels awkward and you wonder if you’ll ever get better at it, all it really takes is practice and a desire to improve. 

3. Networking and connecting with peers. It can sometimes feel a bit lonely as a wellness business owner, so being surrounded with people who have similar goals is helpful for boosting your confidence.  This can mean having an accountability partner with a colleague where you schedule regular calls to check in or it could be joining a Facebook group full of your peers. Karen Pattock and I each have a Facebook group for health coaches where you can connect, share ideas and ask question. My group is Health Coach Biz Support and Karen’s group is Health Coach Client Attraction, so come on over and join us. Karen and I connected online, years ago through an IIN (Institute for Integrative Nutrition) Facebook group, so you never know what connections you can make. When you feel like you’re alone on an island, trying to build your business, it’s a little isolating, so be sure to tap into the power of others who understand what you’re doing and want to see you succeed.   

4. Keep a running list of client success stories as a reminder of the positive changes you’ve helped people make, so you can revisit them from time to time.  Once you start working with clients and you either have them complete a survey at the end of their program, or they email you with something positive they have to say, keep some of those comments visible, so you can refer to them as a reminder of your WHY and the difference you’re making in people’s lives. These can also be great for testimonials for your website (be sure to get permission from people first of course). Sometimes if we’re having one of those weeks, we need a reminder that what we’re doing is making a difference. 

5. Boosting your confidence takes having a mindset of constant growth and learning – whether it’s the tech part of your business, the marketing, or anything else, continuing to learn is what will help you grow. Confidence comes from having a plan of action and knowing where to focus your time and energy, rather than feeling like you’re just spinning your wheels, not sure what to do. We both know how much investing in the right mentors and programs can save you time and money in the long run.  Whether it’s attending conferences, enrolling in online courses or working with a business coach, learning is always a good thing – as long as you are also implementing.  Speaking of growth and learning, we will be opening the doors to the Wellness Business Accelerator program on April 23rd. This is our signature program that teaches wellness business owners how to reach their ideal clients online and consistently enroll new clients within 60 days.  You can join the WBA VIP wait list via the link above, so you’ll be notified as soon as the doors open. We would love to welcome you!

Every time we start something new, it takes us outside our comfort zone, but that’s where amazing growth can happen. Embrace the journey, stay focused on your goals, and celebrate every win along the way!

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Ask Us Anything: Karen and Kathleen Answer Your Questions

Ask Us Anything: Karen and Kathleen Answer Your Questions

Ask Us Anything: Karen and Kathleen Answer Your Questions​

We haven’t done an Ask Us Anything episode in a while, so we thought this would be a good time to bring it back. This is where we answer questions health coaches either asked in our Facebook groups, posted on social media or emailed us about. 

We have 3 questions we’re answering today including how much content to share without giving away everything for free, how we work as business partners when it comes to sharing income and expenses, and lastly, is it better to offer a free or paid in-person workshop. 

Our first question is from Patty:

“I struggle with how much content to share without giving away the farm so to speak.

Do you have any tips on how much to share so I don’t feel like I’m giving away all the content from my paid program for free?”

This is a great question because you want to share helpful and valuable information, but you also don’t want to feel like you’re giving away your whole system – which honestly, is kind of hard to do when you’re sharing small nuggets of information.  We have an entire lesson about this inside our Wellness Business Accelerator program, and we’ll be opening the doors with a very special announcement in a couple of weeks. 

The best approach for not giving away the farm is to share content that teaches about the “what & why” about your area of expertise and not so much of the “how”. For example, if your niche includes women in menopause, you could discuss why women get menopausal symptoms, what they are, how one symptom can trigger another, etc. but save the info about how to fix it for your paid program. OR you can share an occasional “how” but just one step of it and not the whole process.

Another example would be that if your niche is helping women balance their blood sugar through whole foods and lifestyle, you can focus much of your content on the types of foods that elevate blood sugar, why managing blood sugar is so important, stats and data about how different type of exercise can help, general tips on types of food that slow sugar absorption when you eat. You can even do occasional healthy food swaps where you showcase a healthier option for a common food that is high in sugar. People love food swaps. You’re not giving them a plan to follow but it’s more like leaving breadcrumbs of tips to follow and then in your paid program, you give them the complete “how to”.

Also remember to sprinkle in client success stories and testimonials in your content, because that helps your audience imagine what’s possible for them if they work with you. 

Question #2 is from Michelle.

She’s teaming up with another wellness coach to provide online programs and eventually retreats. She wants to know how we divvy up income that is generated from our joint ventures.  Is it split 50/50 or do you track the clients we bring in separately? 

I love this question, and this is something we just figured out on our own in a way that works really well for the both of us for the past 7 years since starting this podcast and then eventually the Wellness Business Accelerator.

Karen has an accounting degree, so I really lucked out with that because I am not a numbers person by nature.  We keep track of all income and expenses for our joint ventures –we track them for the podcast, and then separately for the Wellness Business Accelerator (WBA), so we know what expenses we have, where it’s coming from and where it’s going out.  We have a Google sheet for the podcast and one for the WBA where we list everything by date. You can decide how often you want to settle expenses, distributions, but we do it every 2 months, and everything is split 50/50 which keeps it simple. 

Our 3rd and final question is from Julie:

“I want to host a workshop at a local restaurant that offers a room free of charge for the community. My goal is to educate, gain email subscribers, customers and health coaching clients. Should I offer it free or charge a small fee? If I charge, what do you think is a fair amount?”

This can be tricky to decide and there isn’t one right way to do it, so it may involve some testing to see what gets the best results.  Generally, if your main goal is to grow your email list and get clients, a free workshop works well.  Karen did many free workshops at local gyms and it was a great way to get clients.  A free workshop is typically covering the WHAT and the WHY of the topic and you’re laying the groundwork for how your program is the solution to the problem they have or the goal they want to achieve.

A paid workshop would include more of the HOW because people are paying to get information they can leave with and implement.  That doesn’t mean you’re giving the whole solution in 45- 60 minutes, but the content of a paid workshop will be more robust than a free workshop, so keep that in mind too – expectations are going to be higher when people pay.

So, either way can work, but if you’re starting out, testing it by offering it for free can be the way to go.  When you get clients from a free workshop, you’re earning income to also help pay for any expenses you incur. If the restaurant location is free, that’s amazing and one less thing you have to pay for.

If you do decide you want to charge and provide more in-depth workshop content, you can start out as low as $15 and you can even do a promotion where if you bring a friend, the friend can come for free. This is free marketing for you if people bring a guest, so that’s a win-win too!

Either way you decide to go, you will be getting in front of new people with the opportunity to get new clients.

We hope one of these questions were on your mind too or maybe it will help you in the future with some of your plans as you create content to share, run workshops or possibly from some sort of collaboration or partnership down the road.   

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The Lead Magnet-Niche Connection & How to Audit Yours for Higher Conversions

The Lead Magnet-Niche Connection & How to Audit Yours for Higher Conversions

The Lead Magnet-Niche Connection & How to Audit Yours for Higher Conversions

On this episode, we’re discussing the lead magnet-niche connection which means confirming your lead magnet is closely aligned with your ideal clients, so you are getting more of the right people on your email list. More ideal client subscribers mean more people enrolling in your coaching programs, so this is an important piece of the puzzle.

What we’re sharing is a 3-phase process for auditing your lead magnet. It’s our proven approach for helping our coaching clients align their lead magnet with their niche resulting in the maximum number of ideal client subscribers to their list.

Phase 1 – Choosing a Niche.

Our philosophy for choosing a niche boils down to three simple things:

  • Who you help
  • How you help
  • And the transformation that you offer

Back on episode 216 we covered: 3 Simple Steps to Nailing Your Niche. If this is something that you’re still struggling with or feel like you need additional fine tuning, this would be a great episode to check out.

Before your dream clients feel that you are the coach for them, you have to be clear yourself about what you do and who you help. Your marketing message should leave potential clients saying “yes” this is for me or “no” it is not. If they are left wondering and unsure what you do, that means you have work to do.

For the rest of this episode, we’re going to assume that you have your niche dialed in to what we refer to as a marketable ideal client.

Phase 2 – Choosing a lead magnet that aligns with your niche statement.

We’ve found that most coaches create freebies with the intention of getting the highest number of people to download it. So, they tend to offer something that is more of general health information that appeals to the masses vs. a niche specific lead magnet.

While that may or may not grow your email list more quickly, it overlooks the ultimate goal of getting the ‘right’ people on your email list. Those that are actually interested in what you have to offer – your coaching services or coaching program.

Think of your lead magnet as a stepping stone commitment from a potential client between them finding you for the first time and them enrolling in your program. That conversion rate will be much higher if that steppingstone commitment, your lead magnet, is in alignment with your paid program.

Phase 3 – Audit Your Lead Magnet

1. Is your dream client aware of their challenge, are they searching for a solution, and do they have money to invest? This is what we call a marketable ideal client. Will your lead magnet teach them something specific related to your paid program?

2. Does your program/coaching services solve that challenge for them? Again, it’s important to confirm that the lead magnet you are offering is in some way related to your offer. That’s the stepping stone we were talking about earlier.

3. Is your lead magnet content connected to their challenge and can it give them a quick win? A quick win means that they can quickly and easily implement what they learn from your lead magnet and get a result that inspires them and has them excited to learn more.

4. Is your lead magnet content part of your actual program? This is the simplest way to create a lead magnet that is guaranteed to be in alignment with your program. Just take a small piece of your program and turn it into a free download. A resource guide, checklist, cheat sheet, etc. are all great options.

5. Does your lead magnet title clearly identify who it’s for vs. general health? (Ask 5 friends/family to read the title and tell you what it is and who it’s for)

Here are a few examples of client-specific lead magnets:

  • 7-Day Meal Plan for Managing Diabetes
  • 10 Tips for Reducing Stress and Anxiety without Medication
  • Bloat-Free Baking Guide for Women with IBS

In each of these examples it’s very clear who it’s for. In example #1, it’s people with diabetes. In example two it’s people suffering from stress and anxiety. In example three it’s women with IBS.

6. Are you promoting your lead magnet consistently and on all channels, (social bios, social posts, website home page, website popup, about me page, groups) with clear language so they are clear it is for them? If the answer is yes, is your email list steadily growing? There is no better test for your lead magnet then putting it out there to grow your list. If people are joining then more than likely it’s dialed in but if no one is taking action chances are you have work to do.

5) Recap

Now that you’ve been through the audit process, it’s time to analyze your answers. Where can you make changes that will improve your content and/or results? If you aren’t consistently growing your email list each month then there is a disconnect somewhere. Keep making changes until you have a lead magnet that is growing your list with your marketable ideal client AND the people on your list are also becoming paying clients.

If you need support in creating a lead magnet that is perfect for your dream clients I have a guide that will help. It’s called: Create an Irresistible Client-Attracting Freebie in 60 Minutes – A Lead Magnet Template for Coaches.

BTW…

We will be opening the doors to the Wellness Business Accelerator next month, and if you want to know as soon as enrollment opens, be sure to join our VIP waitlist here.  This is our signature program where we walk you through how to reach your ideal clients online and consistently enroll new clients within 60 days. We’d love to have you join us! 

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