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The Formula for Getting New Clients Consistently in 2024

by Kathleen LeGrys | Apr 22, 2024

The Formula for Getting New Clients Consistently in 2024

Marketing platforms have come and gone, launching strategies have changed, and social media continues to evolve and change.

So, what should you be focusing on when it comes to marketing your health coaching business?

We believe that there are fundamental commonalities between all successful online businesses that need to be considered when starting and building your wellness business in 2024. That’s why we want to share this formula with you.

This comes back to the system and processes we teach in our signature program The Wellness Business Accelerator. We know our system works because it’s worked for so many coaches before you. When they work through our lessons and implement what we teach they start getting clients consistently and filling their programs.

There are 4 main components to our business growth formula.

Identify
Attract
Convert
Repeat

Let’s discuss each one of them individually. We’ll explain why each component is important and share the stories of coaches, just like you, that took action with our system and completely transformed their business.

Before we dive into the details, we want to let you know that the doors to our signature program, The Wellness Business Accelerator, are open now through Thursday, April 25th. In this program, you’ll discover a proven system for reaching your ideal clients online, growing an engaged email list, and consistently enrolling new clients within 60 days. Click the link learn more and see all that is included. We would love to welcome you as one of our newest students!

Let’s dive into the first step:

#1 – Identify

IDENTIFY is the first step in our 4 part process because it’s all about identifying your marketable ideal client. A marketable ideal client is someone that knows they have a problem, is in the process of seeking a solution, and has money they can invest in that solution.

The reason this is important is because if your ideal client is missing any of those three attributes you’ll struggle to get clients. You have to have a crystal clear marketing message that speaks clearly to the problem and symptoms your dream clients are trying to find a solution to.

For example, when we worked with Courtney inside our program she got these results:

The Formula for Getting New Clients Consistently in 2024

Using our unique process to dial in on and identify her ideal customer was a game-changer for Courtney. Once she applied what we teach it was clear to her dream clients what she had to offer and how it would help them reach their goals. We’ve worked with many clients just like Courtney that have been close to giving up so many times on their business. Maybe you can relate to her experience of struggling for years before finally having the right coaches like us and the right formula to dial in on her marketable ideal client which finally had sales rolling in.

Another similar story in this category is our student Sherly. Here’s what she had to say about working with us inside the Wellness Business Accelerator program.

The Formula for Getting New Clients Consistently in 2024

In Sherly’s own words, she took the initiative to change her niche and then work through our system one module at a time. When she implemented what we teach using our proven signature program she not only enrolled 5 new clients into her diabetes program so believes the WBA is the best investment she’s ever made.

We don’t take those words lightly because we know how frustrating it can be when you’re working so hard day after day but the clients aren’t enrolling in your program. Here’s what we know for sure. It isn’t about working harder. It’s about working smarter and following a step-by-step system that has been designed specifically for those building wellness businesses.

Now let’s discuss step #2 which is ATTRACT.

Once you’re clear on who your marketable ideal client is, now it’s time to decide how you are going to attract those people particularly when you are launching your program.

Creating a launch plan ahead of time makes all the difference in whether you have a successful launch or one where you hear crickets and walk away feeling defeated. In the Wellness Business Accelerator program, we teach you the exact steps necessary to execute a prelaunch runway that will not only get your followers and subscribers excited about your program before opening your doors, but will increase your overall number of sales during your open cart period.

That’s exactly what happened for our client Ann-Marijke. Here’s what she had to say about her launch when she implemented a prelaunch runway.

The Formula for Getting New Clients Consistently in 2024

Those are amazing results, right? A successful launch starts with what you do 30-45 days before the doors open and when you follow the step-by-step prelaunch runway system we teach in the Wellness Business Accelerator program you’ll experience increased sales just like Anne-Marijke.

Step #3 is CONVERT

Convert simply refers to anytime you guide a new email subscriber or social media follower to take action with you in incremental steps that eventually leads to that person becoming a paying client.

A couple of the biggest challenges that we know many health coaches face is that they aren’t making offers often enough and they aren’t exactly sure how to make sales without feeling salesy.

We get it, none of us want to feel salesy but when you have a program that you believe in and you know it gets results you have to build up the confidence to invite people to join you. For instance, we believe 100% in the power of our Wellness Business Accelerator program to change the trajectory of your business to one that is profitable and scalable. We have testimonial after testimonial from past clients sharing their personal stories of struggle to triumph using our unique system and coaching support. We know it worked for them and will work for you too if you follow what we teach.

A great example of this is one of our past clients, Brooklyn. Here’s what she had to say…

The Formula for Getting New Clients Consistently in 2024

We don’t know about you but an extra $1,700 in one weekend sounds pretty sweet to us. When we worked with Brooklyn she implemented our strategies to put her offer out there and it converted like gangbusters. This wasn’t magic or a flash in the pan strategy. Instead, it was something that Brooklyn could repeat over and over to get her subscribers and followers to invest in her paid program any time she wanted. Sometimes it’s just a matter of following a proven system that asks your dream clients to work with you that makes all the difference.

Our client Shonda had similar results. Here’s what she had to say.

The Formula for Getting New Clients Consistently in 2024

These ladies are no different than you. The only thing that they’ve done that you haven’t is to enroll in The Wellness Business Accelerator program and follow our step-by-step roadmap for converting more clients.

Step # is REPEAT

This might be our favorite step because it’s the one that does all of the heavy lifting for you again and again while you reap all of the rewards in the months and years to come.

The first time you set something up, or run a launch for the first time, it’s always the hardest. It’s the time when you’ll create the most content, will feel the most out of your comfort zone, and will need to overcome limiting beliefs. However, once you have gone through the process following our step-by-step system, you be able to repeat it over and over again without anything more than a few minor tweaks to your content.

A great example of this is our student Gianna. Here’s what she had to say…

The Formula for Getting New Clients Consistently in 2024

Ahhh… we love to hear this because so many of our students come to us trying to do all the things, blinded by shiny object syndrome and never feeling like they accomplish what they start out to do that results in paying clients. Inside the Wellness Business Accelerator program, we love to keep things simple so you can get organized and set up your systems. Just like Gianna you’ll be able to flush out so much of the unnecessary nonsense leading you to a more streamlined business that gets results and makes sales.

Recap

We’ve shared a lot of information with you today about the business growth formula we believe in and teach our clients. We’ve built the foundation of our Wellness Business Accelerator program around this formula and are excited to share it with you. We use it in our own businesses and teach what we know works for our clients. The doors to the Wellness Business Accelerator are open right now and you are invited to join us through this Thursday, April 25th.

If any one of these coaches’ stories resonated with you today, our doors will be open through the end of the day on Thursday, April 25th and we would love to welcome you as our newest WBA student. Click the link above to get all the details and see how we can help you transform your business.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

WBA Wait List (Doors open next week)

Subscribe and listen to The Wellness Business Podcast on your favorite platform!

7 Technical Steps for Flawless Freebie Delivery

by Kathleen LeGrys | Apr 15, 2024

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!

Resources and Links mentioned on the show:

Episode 314 – Supercharging Your List Building: 5 Vital Elements for High-Converting Freebies

Let's Connect on Facebook:

Subscribe and listen to The Wellness Business Podcast on your favorite platform!

Ask Us Anything: Karen and Kathleen Answer Your Questions

by Kathleen LeGrys | Mar 25, 2024

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 3^rd 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.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

Wellness Business Accelerator VIP Waitlist

Subscribe and listen to The Wellness Business Podcast on your favorite platform!

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

by Kathleen LeGrys | Mar 18, 2024

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!

Resources and Links mentioned on the show:

3 Simple Steps to Nailing Your Niche

Create an Irresistible Client-Attracting Freebie in 60 Minutes – A Lead Magnet Template for Coaches

Let's Connect on Facebook:

Episode 265: 3 Simple Steps to Validate Your Niche Marketing Message

Subscribe and listen to The Wellness Business Podcast on your favorite platform!

Blueprint for a Profitable Health Coaching Business

by Kathleen LeGrys | Feb 26, 2024

Blueprint for a Profitable Health Coaching Business

There are so many things to do as a health coach and business owner, and sometimes, you may not be sure where to start or where to focus your time. Everything feels like it’s important, so what do you do so you feel like you’re actually making progress?

I don’t know about you, but I always love having a blueprint to follow, so I feel like I have a plan. If you do too, we think you’ll find this episode super helpful because we’re sharing a blueprint for a profitable health coaching business.

We’ve been there too, and we know it’s not a great feeling, so we have 4 strategies to share that will help.

1. Have a clear picture of what you want for your coaching business, and put it in writing

Decide what you want your business to look like, including when you want to work and how you want to work. Do you want to do all online coaching, all 1-on-1 or combination of both? This is your business, so you get to design it in a way that works for you.

What do you want to earn from your business each year? Break that down into monthly goals to determine how many clients you’ll need – from 1-on-1 clients to your online group programs. We’ll cover more about this in a bit.

Blueprint for a Profitable Health Coaching Business

2. Be clear about who you help and how you help them, so you can attract your ideal clients – Declare Your Niche

Have you figured out your niche yet? This can take some time, but it will help set you apart and also help you attract the right people. This is an important part of your marketing and content strategy. When you go from a niche that is general to content that speaks to specific people who are looking for help with a specific problem or goal they want to reach, you will stand out so much more, and that means more people will be interested in working with you.

One example of this would be saying your niche is something like:

I help women live a healthy life and feel more vibrant.

That’s pretty vague and general, right? The benefits aren’t very clear, so your followers and subscribers aren’t going to be compelled to invest in a program that doesn’t offer a specific solution to a particular problem they know they have.

Vs:

I help women over 40 lose weight and gain muscle through targeted exercise programs and sustainable nutritional habits.

With this example, it’s very clear WHO you help and what you help them do.

If this is something you’re working on, and would like a little help, we covered this in detail on episode 265. The title of the episode is 3 Simple Steps to Validate Your Niche Marketing Message.

3. A Way to Help Clients while you also reach your financial goals – this is your offer or your coaching program(s)

When we mentioned setting income goals and mapping out how you’ll reach them, you want to consider your program offers. How many programs will you have and how will you price them?

If you have a goal of $30k this year, you can reach that through different offers such as:

1-on-1 coaching
Online group programs
Membership

One way to reach the $30k would be to have 20 clients at $1,0000 (that would be $20k) and then $10k could be through your online group programs or membership program. There are many ways to reach one goal, and by mapping it out, you’ll see how to get there.

4. Marketing

Decide where and how you want to get the word out about your business. Consistency with this is important, so determine what is realistic for you right now, so you can set up a schedule that works for you.

Options for marketing your business include…

Email marketing – most of your sales will come from email, so it’s important to grow your email list, stay in touch weekly or bi-weekly and invite subscribers to take the next step with you – book a discovery call, join a free challenge, enroll in your program, etc.

Paid ads such as Facebook/Instagram – this will allow you to reach a lot more people, grow your email list or get registrants for your webinars.

Social media – Go all in on a couple of platforms, so you can be consistent. Use different content formats such as video, livestream, graphics, photos, etc. Test what your audience responds to the most.

Hosting workshops – online or at your local gyms, yoga studios or anywhere your ideal clients might be hanging out in your town or city.

Being a guest on podcasts to get in front of new audiences – this is a great way to reach more people, and some hosts will allow you to share about your free offer that can also help you grow your email list.
Hosting your own podcast – you can make new connections by inviting guests on your show. When you ask if they can share the episode with their audience when it goes live, this gets you in front of their audience too.

Marketing doesn’t have to be complicated, but you do want to decide which strategies you want to use and be consistent with it because it does take time and the more people see you and have the chance to learn how you can help them, the more paying clients you’ll have.

Let’s recap your Blueprint for a Profitable Health Coaching Business.

1. Set Goals – Have a clear picture of where you want to go, so you can map out a way to get there.

2. Be clear about who you help and how you help them, so you can attract your ideal clients and fill your programs.

3. A Way to Help Clients while you also reach your financial goals – this is your coaching program or membership.

4. Decide where and how you want to market your business.

Be sure to put it in writing. We like using Trello for this because you can map out everything, set due dates and reminders and see everything in one place. If you have a larger team and want something a little more robust, ClickUp is good too. I think Trello is great if it’s just for you and maybe one team member.

Go through each step and see where you want to start.

Resources and Links mentioned on the show:

Let's Connect on Facebook: