Get it Done: 5 Steps to Overcome Your Tech Challenges

Get it Done: 5 Steps to Overcome Your Tech Challenges

Get it Done: 5 Steps to Overcome Your Tech Challenges

If you’re facing tech challenges as a health coach, you are not alone.  We hear this quite often, so we know the struggle can be real and quite frustrating. 

While having an online business requires some tech, coming at it from a different perspective can sometimes be helpful.

In this episode of The Wellness Business Podcast, you’ll discover:

  • A 5-step strategy that will help you determine whether it makes financial sense to stick it out to overcome the tech-challenge yourself or instead, hire a virtual assistant
  • The importance of analyzing the cost implications of choosing between DIY solutions and seeking external assistance
  • A super-simple strategy that allows you to hire someone to help you that won’t cost you a single penny
  • The best approach when hiring a virtual assistant to guarantee that you get the results you’re looking for within your allotted budget

In this episode, our goal isn’t to cover the benefits of hiring a virtual assistant to help you if you’re dealing with a tech-challenge, but rather to give you a 5-step process that helps you overcome your tech challenge once and for all. Yes, in some cases, that may require hiring someone to help, but in other cases, our system may prove that you are the right person for the job.

Let’s dive in!

Here are 5 Steps to Overcome Your Tech Challenges

Step 1 – Identify the specific tech challenge you’re facing

First and foremost, you have to know exactly what you’re trying to accomplish. For example, this could be setting up a MailerLite landing page, thank you page, email delivery & automated follow email sequence. That feels like a lot of moving parts but when you work inside one platform it does make it easier to navigate.

When you feel like the task is big and overwhelming it’s easy to stay in analysis paralysis. However, when you identify the specific tech challenge you’re having it may not be as big as you thought. For example, in the scenario shared above, it may be that you’re only having trouble with one piece of that puzzle, rather than the entire process. Hiring someone to help you with that one piece could be more cost-effective and a huge time-saver that makes it worth your while to bring them on board.

Step 2 – Decide if you can do it yourself with minimum learning or if you need to find someone to help you

This is the ultimate question, right? Do you need outside help which costs money vs. spending hours or even days, figuring it out yourself? There is a cost to doing it yourself. Time spent doing that task means less time for working with clients. Does the expense savings outweigh the lost revenue? Even if you don’t have clients at the moment, time spent working on back-office tasks means you’re not doing the marketing things that attract clients to you. That’s a major trade off and has the potential of lost revenue. It has to be part of your decision-making process.

As we discussed in step 1 – if you break down the project you’re trying to complete you may find that it’s only a small portion of it that you need assistance with vs. the entire project.

Step 3 – Look for someone in your family, friends, colleague group that has tech skills that would be open to helping you

In other words, get scrappy. While you may not be the techiest person in your circle of family and friends you have a skill set that you may be able to offer as an exchange for their services. Think of bartering your services for theirs.

Karen hired a high school student to edit her YouTube videos several years ago, and it was a great decision.

Maybe it’s a tech-savvy grandchild or girlfriend/boyfriend of someone you know. You can either offer a reasonable rate or offer something in exchange. Maybe a coaching session, meal planning, or a discount on a 30-day coaching program.

Outside the health coaching space, you could offer to babysit or a week of meal prep may be a good option. Be creative and see what you could do that would help them that doesn’t include paying them.

Get it Done: 5 Steps to Overcome Your Tech Challenges

Step 4 – If you decide to hire a VA, here are a couple options to find the right person

The easiest and best option is to ask for recommendations from other coaches. It’s always great to get an introduction from someone in your field. It takes the guesswork out of whether the VA is legit and reliable.

Another great option, and one Karen has personally used, is to post the job description in the VA Savvies FB group. This does require a little more work and keep in mind that the job description will need to be extremely specific to get the right person. Since this will more than likely be a one-time service it makes sense to ask the applicant to give you a quote to complete the job.

If hiring someone is on your radar, be sure to listen to episode 308 of the podcast. In that episode we walk you through Getting Help Sooner Rather Than Later – 5 Steps to Take When Hiring a Virtual Assistant.

Step 5 – Review applicants and quotes. Hire skilled VA with specific instructions, milestones, and timelines

Here we are at step #5 and at this point you’ve for sure made the decision whether you’re going to work through the tech challenge yourself or hire someone to help you.

If you’re decision is to hire someone then it’s key to set yourself up for success by giving them specific instructions, milestones, and timelines. Every subcontractor needs to have some form of accountability as a way of completing the job on time and giving you the results that you’re looking for. The more details you can agree upon before they start the less chance things will go off the rails. Do your best to make sure you are both on the same page.

Lastly, requiring a specific quote from them ahead of time is imperative so you know that completing the project is within your budget and they feel like they are getting paid what they are worth.

While tech challenges can feel stressful sometimes, it can be an opportunity to either learn something new or decide to take it off your plate and delegate it to someone else.  As we always say: “There is always a way!”

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

Top 3 Reasons Why Your Free Offer Isn’t Converting Well and How to Fix It

Top 3 Reasons Why Your Free Offer Isn’t Converting Well and How to Fix It

Top 3 Reasons Why Your Free Offer Isn’t Converting Well and How to Fix it

If you’ve created a free offer to grow your email list but people aren’t signing up for it like you expected, it can leave you feeling confused and a bit deflated. Just know there can be some trial and error with any type of offer, even a free one, so we’re sharing 3 common reasons why this can happen and how to fix it.   

Your free offer can be anything from a PDF guide to a free challenge, a webinar or anything you are providing for free in exchange for people giving you their email address.  When we talk about conversions, we’re referring to the number of people who have taken the desired step you want them to take which in this case is entering their email address to receive your free offer.  If you’re promoting your lead magnet to your warm audience – people who are already familiar with you such as your social media followers, podcast listeners, etc.  a good conversion rate to shoot for is at least 50% – that means at least 50% of the people who clicked on the landing page, signed up.  If you’re promoting your lead magnet to a cold audience such as running FB ads, the rate will likely be lower – more like 30% or so.  Those are just ranges to keep in mind, so you have an idea what to expect and what to shoot for. 

We had the opportunity to do lead magnet audits for our Wellness Business Accelerator students a couple of months ago, so the timing for this is good while it’s still fresh in our minds.    

Okay, let’s jump in!   

Reason #1 for a low-converting free offer is that the title and topic are not specific enough.

This is the most common issue we see. When you consider that the title is the first thing people are going to see, and often base their decision on whether to get it or not, it needs to be very obvious right away who it’s for. 

This all starts with your niche.  We see dramatic changes with our Wellness Business Accelerator students when they dial in on their niche, and then create a free offer that addresses a top struggle or challenge they know they have and want fixed.

If you don’t have a niche that speaks to a particular subset of the population, it’s going to be very challenging to not only grow your email list, but also enroll clients in your coaching programs. 

Once you determine your niche and consider the top struggles, questions and challenges your ideal clients have, coming up with a topic and title for a compelling free offer becomes much easier. 

When you have a topic you know your audience will find helpful, you can use ChatGPT to generate title ideas to make this easier.    

Here are 3 title format ideas that can make this easy too:

  • 10 Ways to _________
  • A beginners guide to ___________
  • 10 _____ to Avoid if You _____________

Examples title that are filled in for those could be:

  • 10 Ways to Improve Sleep This Week
  • A Beginners Guide to Intermittent Fasting
  • 10 Common Foods to Avoid if You Have IBS 

Each one of those is very obvious who it’s for and that’s exactly what you want, so you’re growing an email list full of people who are interested in your particular area of specialty or focus.

Reason #2 for a low-converting free offer is that it’s not clear how it will help them (what benefits will they receive?).

This goes even further than just the title and subtitle because you also need to consider what you are going to include on the landing page people visit that tells them about the free resource and where they sign up to get it.  This will also come into place in your social media posts or ads you run that explain who the resource is for and what it will help them do. 

Even though the resource is free, it’s still critical to ‘sell it’ by conveying what’s in it for them.  Once you decide on your topic and title, brainstorm a list of 3-5 ways it will help your ideal clients.  It could be helping them avoid mistakes, save them time, make something easier and/or getting a quick win. 

Let’s take the title example we shared – 10 Common Foods to Avoid if You Have IBS.  One main benefit people could receive might be:   

Discover the most common trigger foods at restaurants, so you aren’t caught off guard.  The benefit there is not only knowing some of the common foods to avoid, but also some that are found at restaurants that could catch the off guard and cause a problem.

Lastly, reason #3 for a low-converting free offer is that the landing page is too busy or asks for too much information.

The landing page is just a single web page that includes the information about the lead magnet and a place where people can enter their email address to get it.

It’s easy to want to include a lot of information on this page, but it’s not a sales page, so you want it to be succinct and to the point and not include anything that isn’t absolutely necessary.

3 common mistakes we see are:

  • Too much text on the page
  • Images that make the page look too busy and detracts from the action you want people to take
  • Asking for first name, last name AND email address.

As far as text on the page, you want to include: 

  • The title and subtitle (if you have one)
  • Who it’s for and what it will help them do
  • 3-5 bullet points about the benefits of the resource
  • A box to enter their email address -ideally, email address only. The less information people have to fill out, the higher the conversions tend to be

You want this page to be very easy to scan and read quickly, so the reader can decide in a matter of a few seconds if it’s for them or not. 

One way to make this easier is to use landing page templates that come with your email management system rather than trying to create one from scratch. We also recommend you share your landing page with a colleague or someone else who can give you feedback to let you know if it’s clear who it’s for, how it will help them and if it’s easy to read without looking too busy. 

If you have a free offer that isn’t converting well, don’t feel discouraged – it’s a work in progress. Use this information to do an audit, and you can also ask a couple of people to look at it for you to see if they can tell who it’s for, what it will help them do and if the page is easy to read and visually appealing. The more you get to know your audience and their top pain points, the easier it will be to create irresistible resources for them.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

3 Secrets to Running a Successful Health Coaching Program

3 Secrets to Running a Successful Health Coaching Program

3 Secrets to Running a Successful Health Coaching Program

There are a few key elements to creating and running successful health coaching programs, and today, we’re sharing 3 of the most important ones. When you have a system or process to share that you can also rinse and repeat, your clients will be more successful, and you’ll be able to help more people.

In this episode, you’ll discover:

  • Why it’s important for you and your clients to have a blueprint to follow
  • How to come up with topics to cover to help your clients get the best results
  • A common mistake that’s easy to make with coaching programs (that often causes clients to give up)

Before we dive into the 3 secrets, I want to let you know about the 3-day sale that’s going on right now. All of my DFY health coaching programs and resources are 40% off from Jan 9-11.  I only run this sale once a year, so if you want to have a challenge, a 30-day program or a full 6-month health coaching program you can run right now, take advantage of the sale.

To check out the selection of resources to make your life easier and help your clients get great results, click here. Use code: JAN2024 for your 40% savings. 

Secret #1:  Your program takes clients through a process they can follow to get results.

This is your system or blueprint, and people love knowing there is a plan they can follow. When you think about helping your clients go from where there are now to where they want to be, what do they need to know and implement to see results?  When you think about taking your clients by the hand and guiding them through the steps they should have in place, what does that look like?

Maybe they can benefit from topics such as: 

  • Meal planning and prep tips, so they aren’t eating out as often, and they can eat more nutritious meals. 
  • Adding in more whole foods to improve digestion and energy.
  • Managing stress, which helps with pretty much any goal they are trying to achieve, whether it’s weight loss, blood sugar control, immune function, etc.   

Brainstorm and write down the 6-12 key topics that come to mind – this will depend on the length of your program. If it’s 3 months, and you cover 2 topics per month, you can start with 6 topics. If it’s a 6-month program, map out 12 topics to cover.

In my done-for-you 6-month health coaching program called “Coach with Confidence” you get 12 foundational coaching sessions that are all laid out, including action steps to make it easy for clients to implement. They are beautifully designed in Canva, so you can either use it with your 1-on-1 clients or for an online group program. 

It’s important to have a system you can take each client through, so you aren’t winging it or recreating the wheel for each client or each session.  This is also not optional if you have an online group coaching program where everyone is going through the same topics at a time. Having a system makes everything easier – for you and for your clients.

Secret #2: Your program is repeatable/scalable.

When you have a coaching program that you can rinse and repeat, and you have a system people can follow, you have a program you can scale.  This means you can run it over and over again without creating a program or process for each client. If you’re doing 1-on-1 coaching, there will be some minor customizing of the program based on the client’s situation and goals, but the overall blueprint they follow will remain the same.

Having a program you can run and scale saves you a ton of time, provides your clients with a step-by-step formula they can follow, and it gives you unlimited earning potential.

Secret #3. It doesn’t overwhelm the client.

This is so important to keep in mind because an overwhelmed client will often give up or quit because it feels like too much.  This is a common mistake that’s easy to make – giving your clients too much information at one time.  Small steps that build on each other is the best way to set your clients up for success.

Each client will be unique, so when you’re doing 1-on-1 coaching, you’ll have to gauge their level of ability to take action after each session. When clients feel stuck – it could mean they need to dial things back and just focus one small change at a time, and that’s okay. Everyone goes at their own pace.  You don’t want to throw too much information at people, and remember they aren’t at the same place in their journey that you are.  When clients feel like they are making progress, it keeps them motivated to keep going and seeing results, and that means happy clients and more referrals.   

Let’s recap the 3 secrets to a successful health coaching program:

#1:  It takes clients through a process they can follow to get results. 

#2: It’s repeatable/scalable.

#3. It doesn’t overwhelm the client.

As you create or run your coaching programs, keep these 3 tips in mind.

As a reminder, all of my DFY coaching programs are 40% off right now through Jan 11th at 11:59 pm EST.

Use code: JAN2024 at checkout for your savings.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

Best Of: How to Find Out What Your Ideal Clients Want

Best Of: How to Find Out What Your Ideal Clients Want

Best Of: How to Find Out What Your Ideal Clients Want

It’s easy to think we know what our ideal clients want but oftentimes we use words and phrases that they aren’t using, so there is a big disconnect in the messaging to attract the people you want to help.  One common example of this we see quite often is thinking something along the lines that our clients want “a more vibrant and healthy life” when that’s not what they’re thinking at all because that’s very broad and pretty general. They’re thinking about something much more tangible, measurable and/or specific, and that’s why understanding what they truly want can make all the difference in how many clients enroll in your programs.  People want something concrete if they are going to make an investment. 

We’re bringing back an episode we did a while back that shares 3 simple ways to find out what your ideal clients truly want, so you can – A. Attract more of your ideal clients and B.  Have more paying clients. 

You’ll use the information you gather in places such as your website, sales pages, landing pages for your free offers. You can also use it for some of your free content such as blog posts, podcast episodes, and social media content, including videos.

The good news is that this is actually really easy to do, and we’ll kick things off with #1: 

1. Your Facebook group.  If you have a Facebook group or any other online community, you can find out a ton of information about your ideal clients there.  The first way to utilize your group to find out what your ideal clients want is to use the membership questions feature to screen people before you approve them to join.  When you go to your admin tools section of your Facebook group, you’ll see the option for ‘membership questions’.  You can ask up to 3 questions, and one of them should give prospective members the opportunity to share their top struggles and challenges with you.  A simple question to ask would be “What is your biggest struggle with ______________.”  So, if your niche is helping women balance menopausal symptoms naturally, it could read something like this: “What is your biggest struggle with your menopausal symptoms.”   This should be a one very short, concise question, so people know how to answer it.  You want to keep track of the answers and look for common words and phrases they’re using to describe the problem.  One way to keep track of these answers is to use Google sheets, and you can just copy and paste the answers. When you use the same words that your audience is using, they are going to feel like you really understand them, and that helps them see you as a possible solution.   

Another way to use your Facebook group to find out what your ideal clients want is to use occasional polls, direct question posts and paying close attention to questions that are posted and conversations that are going on.  Polls aren’t the best because they aren’t open-ended questions, but if you’re narrowing down some options, it can be helpful to get some input.   For example, if your niche is related to gluten-free living, a poll question could be: What would you say is your biggest frustration when it comes to eating a gluten-free diet?  Poll answer #1.  Finding affordable food options. 2. Preparing meals.  3. Eating out.  Then allow people to add their own answer if there is something else that is a top struggle for them that’s different than the choices you list.   

A direct question post would be where you ask a question which can give you more information than a poll.  You can ask the same question I just mentioned about “What is your biggest frustration when it comes to eating a gluten-free diet?” but leave it as a regular post and people can add their answer in the comments. 

Facebook groups are great because most of the members already have a level of trust with you, so they will feel comfortable being open to sharing their answers.

2. Discovery Calls: Yes, these calls are designed to enroll clients, but they are also meant to find out what your clients really want and see if you are a good fit to help them.  Discovery calls are going to give you the most detailed an in-depth information. This is why really listening during these calls and taking notes is critical.  When you ask the right questions, you are going to get invaluable market research about where they are struggling the most, how they are feeling about it, what they actually want and why they want it.  Most people will open up to you during this call and you’ll get a lot more detailed information, you’ll hear their tone of voice and emotions, and you’ll have the chance to ask follow-up questions if you need clarification. 

Asking questions such as: What is your biggest struggle with this right now?  What has been the biggest roadblock for you?  How would it feel if you reached your goal or had this problem solved?  can give you a ton of great insights into what they really want and why.

If you want a complete step-by-step discovery call script, so you have more great questions to ask, you can download my free Ultimate Health Coach Toolkit which also includes a Food Diary, Meal Planning Worksheet, Exercise Log, Coaching Session Template and more. 

3. Surveys to your email list.

Surveys are another great option for gathering information about your target audience.  You’ll get a lot more responses when you offer an incentive. We’ve done this several times with great success and we like to offer Amazon gift cards because everyone likes them.  You can offer two $25 gift cards and let people know you will be choosing two winners at random – include the deadline of when they need to complete the survey and pick a date then you’ll announce the winners. 

You can use surveymonkey.com for this if you want, and make sure one of the questions you ask is for their email address, so you can notify them and send the eGift card. Even though survey monkey is a paid service, it’s the easiest way we’ve found to use surveys. 

You don’t have to limit this to just your email subscribers since you can also share the survey link on social media and in your Facebook group.

Your survey doesn’t have to be super involved.  You can ask 3-5 questions to find out what their biggest struggle is that relates to your niche, what they have already tried, how is it impacting their life and what are their top 1-2 goals.   

Start with whichever of the 3 options we shared seems easiest to you right now and you add more later if you want.    

Let’s recap the 3 ways to find out what your ideal clients want:

  1. Your Facebook group – screening questions, polls, direct questions
  2. Discovery Calls
  3. Surveys to your email list

These are all great ways to do market research.

Take the information you gather and compare it to your current messaging and see where you can make some changes and/or additions to make it really grab the attention of the people you are trying to reach. Remember, you aren’t trying to attract everyone – you only want to get the attention of your dream clients. This will take a little time to figure out, but it will be so worth it because you’ll be enrolling more clients. 

Be sure to download my FREE Ultimate Health Coach Toolkit with 7 essential health coaching resources, including a detailed outline/script for your discovery calls.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

5 Ways to Generate Content Ideas that Resonate with Your Ideal Clients

5 Ways to Generate Content Ideas that Resonate with Your Ideal Clients

5 Ways to Generate Content Ideas that Resonate with Your Ideal Clients

Creating and sharing your content online is a foundational strategy for standing out and having people find you, so it’s an important piece of the marketing puzzle. Whether you create content weekly, bi-weekly or monthly, you want it to resonate with your ideal clients, so they keep coming back for more, and ultimately, some of them will become paying clients. 

One of the biggest struggles with being consistent in creating content is coming up with ideas on a regular basis, so on this episode, we’re sharing 5 Ways to Find Content Ideas that Resonate with Your Ideal Clients, so you never run out of ideas again.

Here are the 5 strategies we use for coming up with ideas:

1. Ask your audience. You can do this by posting in your Facebook group if you have one, wherever you are on social media, and/or in your emails.  You can either choose 3-5 topics and have your audience vote on them to see which one gets the most interest or ask them what their top question or struggle is right now when it comes to _________ (insert your area of specialty as a health coach).  Example: What question or struggle do you have when it comes to sticking with a ketogenic diet.

2. Use Chat GPT. I love this option because it can give you so many ideas you may not have even considered!  If you use ChatGPT and type in something like: Please give me a list of 20 different topic ideas for _______________ (enter your area of specialty).  Or What are 10 common mistakes people make with________.

If your niche is working with menopausal women, you can enter into ChatGPT: Can you please give me a list of 20 topic ideas for women who are going through menopause? Or… Can you please give me a list of 20 common struggles menopausal women are dealing with?  BAM! Idea after idea will pop up as a place to start. 

3. Questions you get from clients/discovery calls. Questions and comments that come up during these calls can be great topics for you content.  Take notes during these calls, so you can keep a running list. If your potential clients have the question, your audience likely does too. 

4. Bust common myths or mistakes related to your niche. You can use ChatGPT for this too if something doesn’t come to mind. For example, type in: What are 10 common myths people have about intermittent fasting? Pick one of them and address it in your content.  Busting myths can work extremely well with addressing objections your audience may have, and it can move them another step closer to working with you.

5. Small chunks of content from your paid programs.  If you have your coaching program put together already, you can pull out small pieces of it to share with your audience.  We do this quite a bit with the Wellness Business Accelerator program, and we share bits of pieces of strategies we teach, but we don’t give away the entire system – we save that for our students.  You can do the same thing with your program, and it can be a really good way to generate interest and draw people in to want to learn more from you.   

TIP: Keep a running list of ideas somewhere handy – Google sheets, Trello or whatever you use.  We keep a running list in Google sheets since that’s where we keep all of our podcast topics, dates to record, when each episode goes live, etc. so that makes it easy for us, but do what works for you.

When you refer to these 5 ideas, you’ll have a long list of topics to cover that your audience will appreciate. 

If you have questions or want to share any tips for how you come up with your content, come on over to Instagram and let us know.  I’m at kathleenlegrys and Karen is at karenpattock. We would love to hear from you.

If you enjoy this podcast, share it with a colleague!

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

Takeaway Tuesday – Defining Boundaries When it Comes to Client Success

Takeaway Tuesday – Defining Boundaries When it Comes to Client Success

Takeaway Tuesday – Defining Boundaries When it Comes to Client Success

As a way of switching things up here on the podcast, every few weeks we’ll have a real-time conversation between the two of us as friends and business partners. We’ll chat a bit about what’s going on behind the scenes, and then we’ll cover one or two trending topics going on in the health coaching space that we think will be beneficial for you. Lastly, we’ll wrap up by answering one or two questions from coaches that we’ve received recently.

Think of it like we’re all hanging out for a chat over coffee.

Here’s what we’re covering on this episode:

  • Identifying areas of your life where you are courageous and what areas are you not (and how you can balance both). We share what this is for the both of us. 
  • How to define boundaries as a coach when it comes to your client success and results.
  • Using “Professional Mode” on your personal Facebook profile to build a public presence and following. We share the pros and cons to help you make the decision that’s best for you.

We hope you enjoy this format and the information we share!

If we’re not already connected on Instagram, you can find me here. 

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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