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.

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 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!

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

How to Improve Email Delivery Rates with a 4-Week Re-engagement Campaign

How to Improve Email Delivery Rates with a 4-Week Re-engagement Campaign

How to Improve Email Delivery Rates with a 4-Week Re-engagement Campaign

If you’ve been building your email list for a while, you may have noticed that as your email list grows, your open and click-through rates go down. This is normal because some people are only looking for free information and maybe they got what they needed out of your initial free offer. That’s okay! A certain percentage of those people will remain at the top of your funnel and never invest in your offers. The remaining people on your list may need additional incentive to open your emails, so using a re-engagement campaign can be very effective for getting your subscribers interested in your content again. 

When you use this strategy, you can re-engage the people who are already on your list, build your email deliverability credibility with the different email platforms, and possibly get your subscribers excited about your offers all over again.

In this episode, we’re diving into how you can use an email re-engagement campaign in your business. 

How email delivery works and how to train your subscribers to click links to improve open rates

There is a fine line between giving enough information in your emails to make them valuable and interesting to your subscribers vs. giving it all away so there is no need for them to click the link, (the link being whatever call to action you are sharing with them in that particular email).

That means that you need to be strategic when deciding what to include in your email. Over time, your subscribers will become familiar with your style and be conditioned, or trained, to click the link to learn more. That’s you overall goal. When they love your content, they’ll always be curious to see what’s included in your most recent email.

Each time someone opens your email and clicks the link inside, it’s sending information out into the internet that says your content is desirable and interesting. That establishes credibility for you with the email delivery services and that’s a good thing.

What a re-engagement campaign is and how it works

A re-engagement campaign is a series of emails delivered over a number of days, or weeks, with the express purpose of getting your subscribers to engage, (specifically clicking a link). You’re ultimately training them that your content is valuable and clicking a link is beneficial to them.

When Karen did this for her list, she drafted 4 emails that were sent over the course of a month on 4 consecutive Saturdays. Each email was broken down into a specific category or topic and each email included four free pieces of free content.

Her email categories were:

Client Attraction
Client Conversion
Revenue Generation
Business Setup

She also sent one announcement email before the re-engagement campaign letting her list know what was coming and when to keep an eye out for it. The announcement email was designed to build excitement and enticement for what was coming.

How to Improve Email Delivery Rates with a 4-Week 
Re-engagement Campaign

Putting the pieces into place: 

  • Choose content for each week (4 weeks in total)
    • Feel free to use pdfs, checklists, resource lists, livestreams, blogs, podcast episodes, etc. Basically, any content that can be accessed by a single click. I included 4 resources in each email that included previous livestream trainings, workbooks, guides, checklists, etc.
  • Write delivery emails
    • The emails are pretty basic as the main goal is to spotlight the content and links that you’re sharing. Draft a brief introduction of that week’s topic and then list the resources that you’re sharing with the appropriate clickable links.
  • Tease what’s coming the following week
    • As you wrap up each email be sure to share what they can expect the following week. In essence, you’re teasing what is coming next as a way of piquing their interest and getting them excited for the following week.
  • CTA (call to action) in each email
    • The call to action for each email is to instruct them to click a link, or multiple links, to gain access to the information you’re sharing.


Review analytics, (specifically click through rate vs. open rate)

Tracking your data is the only way to know if something is working. Our recommendation is to establish a baseline by documenting the click through rates and for the most recent 4 emails that you sent prior to the campaign. Prior to the IOS14 update we also tracked open rates but the reliability of that information within your email management system is not accurate so now we rely strictly on click through rates as our main metric.

Back in 2021, when Apple released its Apple Mail Privacy Protection, it made it impossible to get accurate open rates. Basically, Apple Mail now ‘pre-fetches’ content in emails, which downloads whether the email is opened or not. This means everyone using Apple software will show a 100% open rate, even if they don’t open the email! So, this means your reporting will show a higher number of opens that are actually happening that’s why a click through rate is our metric of choice.

As you send the re-engagement emails, document the click through rates for each of the five campaign emails.

Next, analyze the data. To confirm that you have re-engaged your audience be sure to track the 5 emails that you sent after the campaign ends. Meaning you document the click through rates for each email.

We did some research on industry standards and in an article from Smart Insights they report that an average click through rate across all industries is 1.4%.

In the health and wellness space the average click through rate is 1%.

In an article posted 1.23.24 by Dripify.com they reported that the average click through rate across all industries is 2.3% with Campaign Source being their resource.

As you can tell, there is a range even within what the experts are reporting so it’s always a great idea to track your own data.

So, now it’s time to look at your results. Has there been an improvement? Have you seen an uptick in click through rates?

Once you run this campaign the first time you will be able to rinse & repeat it very easily with minor tweaks. Our recommendation is to run a re-engagement campaign two times per year.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

How to Run a 30-Day Health Coaching Program that Leads to Long-Term Clients

How to Run a 30-Day Health Coaching Program that Leads to Long-Term Clients

How to Run a 30-Day Health Coaching Program that Leads to Long-Term Clients

Launching a 30-day health coaching program can be a great way to not only address a problem your clients have, but it can also lay the groundwork for a long-term coaching relationship. The goal is to have people join your short-term program and lead them to a longer-term program as the next step to continue to see results. Today, we’re sharing 4 key elements that make a 30-day coaching program successful by focusing on addressing the most common problems your potential clients face, providing small wins for them, and creating desire to continue the journey with you.

Let’s start with the first key element:

1. Identify and Address a Problem Your Audience Knows They Have 

The foundation of any successful coaching program starts with addressing the specific problems your ideal clients are facing. Understanding their pain points is not only important in covering the right topics to help them, but it’s also critical for your messaging and marketing of the program. If there is a disconnect between what you’re offering and what they think they need, they aren’t going to sign up – no matter how amazing your program may be.  What are your clients top 3-4 struggles? Where do they need help the most?

Let me share an example: 

When I was a health coach, my clients top 4 pain points were:

  • Reducing processed foods and eating more whole foods
  • Meal planning
  • Finding time for exercise and figuring out what type of exercise to do
  • Reducing stress

Their main goal was weight loss. So, when I was designing my coaching programs, I was sure to include these topics.

If it’s a 30-day program, you can’t go super deep on each topic, since you will likely cover one topic per week, and you don’t want to overwhelm people, so you highlight a few key elements of each topic and showcase examples of how to implement them. This is about baby steps – not the whole kitchen sink.

If you had to choose 4 topics to cover, what would they be?  Write down some ideas, and then come up with subtopics for each one that shares the why and the how.

So, for the topic on meal planning, you can share why it’s important, why it helps people reach their goals, saves them money and some helpful tips on how to meal plan.  You can share any apps you like as well as any tips and tricks that make it easier to do.

As far as how to deliver the program, one easy way is to create a slide deck for each topic and then narrate it using Zoom or other software of your choice. Canva is great for this since they have slide deck templates you can use and customize.  You can then upload the videos to YouTube or Vimeo and host in a platform like Thinkific, Kajabi, Karta or Practice Better or you can keep it super simple and just upload the videos to a FB group you have set up for the 30-day program.

When I designed my 30-Day Fit and Healthy Jump Start done-for-you program for health coaches, those are the 4 topics I covered because they are some of the most common that people struggle with when transitioning to a healthier lifestyle. etc.)   

2. Provide Small Wins that Create Momentum 

Focus on small wins people can get, especially during the first couple of weeks. Progress is always motivating and helps people stay committed and engaged. It can also be the reason they decide to continue working with you after the 30 days are over.

An example of this could be sharing the importance and benefits of daily movement and sharing options for tracking daily steps.  You can have fun with this and encourage people to share their daily step count in the group for the week and at the end of the week, you’ll choose a winner at random for a $25 Amazon gift card.  The winner doesn’t have to have the highest number of steps, but by having people make the decision to do it, track it and post about it, helps them take action and it makes it fun.  This is just one idea, and it will depend on your niche what topics you cover, but baby steps and small wins can be very motivating for people.

How to Run a 30-Day Health Coaching Program that Leads to Long-Term Clients

3. Create Desire for Next Steps They Can Take with You

You want to introduce the idea that the 30-day program is just the beginning, and there’s a deeper, more comprehensive level waiting for those who want to continue on the journey and see even more results.

Throughout your 30-day program, plant seeds about what it’s like to work with you in your 90-day program. Example:  “We go deeper into lifestyle changes that ease menopause symptoms in my Menopause Rescue program, and since we only have 30 days together in this program, I wanted to focus on 4 strategies that can start making a real impact.”   In this statement, you’re mentioning there is another program, so it’s creating a bit of curiosity and then at the end of your 30-day program, people will be ready to hear what’s next. You can sprinkle statements like this in each week of the program, and this works well in any livestreams you’re doing, or you can incorporate it into the content of your slide decks (or do both).

4. Offer Your Next Level Program 

As your 30-day program comes to a close, let members know how they can continue to work with you to see results. You just had a group of people spend 30 days with you and some of them are going to want more. You can do this on a livestream if you have a Facebook group community for your members and of course, you also want to send promotional emails about it.  Let them know who the next program is for and how it will help them. Paint the picture of what the next 90 days together will look like, by sharing the specific outcomes and benefits your clients can expect when they follow your system.

If you have testimonials, share those on your sales page as well as any videos of case studies you’ve collected.

Outline the topics and resources that will be covered in the next program, along with your ongoing support, guidance, and additional resources they’ll have access to.

Running a 30-day coaching program that leads to a longer-term program can be a fantastic way to build your practice because it allows people to make a small commitment that then shows them what else is possible with your help. Taking the first step is often the most challenging, so making it easy for people to do means you’ll have more clients and generate more revenue. You can rinse and repeat this process during the year, so you have a system you can replicate. In between each launch, continue to grow your email list, so each time you promote, you’ll have more people who see your offers.

Let’s recap the 4 key elements that make a 30-day coaching program successful:

  1. Identify and Address a Problem Your Audience Knows They Have
  2. Provide Small Wins that Create Momentum
  3. Create Desire for Next Steps They Can Take with You
  4. Offer Your Next Level Program

So, where can you start this week? You can do this very simply by starting with what you know your audience wants and create a program that covers some of the basics to get them going in the right direction.   Make a list of your clients struggles and goals and where you know they need support and put together an introductory program to help solve part of that problem.

If you aren’t exactly sure what your clients want or how to find out, we did an episode all about this that you may find helpful. It’s episode 341 called: How to Find Out What Your Ideal Clients Want.

You can either create a 30-day program from scratch or check out my 30-Day Fit and Healthy Jump Start if you’d like to have a completely done-for-you online coaching program that’s ready to go. It will save you so much time and you give a step-by-step process of exactly what to do and how to do it, including the promotional emails, social media posts and more.   

Here’s what Jennifer had to say after running this program for the first time:  This program is made to perfection. I had over 50 participants and gained 5 health coaching clients!

And Pam said this:

I love this program and how I can customize it to fit my demographic and make it my own. I enrolled 26 people on my first go around and now I have something I can use again and again.

Whether you decide to create a 30-day program on your own or use one I’ve created, the strategies we shared in this episode will help make it successful!

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

Our Top Tips for Conquering Overwhelm in Your Coaching Business

Our Top Tips for Conquering Overwhelm in Your Coaching Business

Our Top Tips for Conquering Overwhelm in Your Coaching Business

It’s common to feel overwhelmed at times when it comes to your health coaching business, so if you’re feeling like there’s a lot to juggle right now, you’re in good company. You wear many hats as a health coach and business owner, so there are going to be times when you feel like it’s a LOT!  We’ve been there too and there are still times we feel overwhelmed, but we’re much better at managing it and dealing with it now. So today we’re sharing Our Top Tips for Conquering Overwhelm in Your Coaching Business

Sometimes, feeling overwhelmed can prevent you from taking action or making decisions which keeps you stuck, so by implementing our 4 tips, you’ll feel less stressed and be more productive.   

Let’s start with tip #1 for conquering overwhelm in your coaching business. 

1. Prioritize tasks and projects

This is the one that helps me the most and I use it all the time. Make a list of what needs to be done and include the due date or deadline.  I like Trello for this but I also use pen and paper, so use what you like. For bigger projects that have multiple steps, I use Trello, but for my general to-do list that I refer to a couple of times a day, it’s old school pen and paper in my spiral bound notebook from Target.   Each week, determine what tasks and projects are a priority for the week or for the month. Sometimes, a priority is based on a deadline you want to meet such as your weekly email or blog post and sometimes, it’s a deadline for content for social media or something else. Map out a timeline and what can be done each day or each week, so you have a plan to help stay on track.  Even putting things in writing can help, so you have a visual on it.

I did this recently with a promotion I was doing.  I felt like there were several things I needed to do in addition to preparing for the promotion, including outlining podcast episodes, writing copy for Facebook ads and more, so I prioritized based on the deadlines, and that’s always helpful for me. I also looked at my list of promotional ideas for my 3-day sale and looked at what was a must and what was optional, so I could decide what I was going to include.  Not everything made the cut based on my timeline and other things I had going on and that’s okay.  When I’m pressed for time or feeling overwhelmed, I ask myself what the top priority is right now and what is optional. 

2. What can you simplify or streamline?

It’s easy to get caught up in complicating things or going too elaborate sometimes.  An example of this would be that you’re going to be hosting a webinar and you want to have a workbook to go along with it for the registrants to download. While a workbook would be nice, it’s not a must, so if you’re feeling overwhelmed, perhaps this is something you can do next time.  Another example would be instead of hosting your online challenge or group program in a platform like Kajabi, how about hosting it in a FB group for now? Instead of focusing on everything being perfect or having all the bells and whistles, focus on how you can help clients in the easiest way possible.

Our Top Tips for Conquering Overwhelm in Your Coaching Business

3. What can you outsource?

There is a lot to do as a wellness business owner and that means it’s very easy to get lost in the details of the behind-the-scenes tasks. Entering and formatting blog posts, creating and scheduling social media posts, writing emails, creating graphics and/or slide decks, setting up landing pages and sales pages, the list goes on and on.  Write down everything you do and see if there are tasks you can have a virtual assistant do for you.  Even if you take one or two things off your plate, it will free up some of your time to work with clients or reduce your overwhelm.   We did a detailed episode about finding and working with virtual assistants on episode 308 – it was called: Getting Help Sooner Rather than Later – 5 Steps to Take When Hiring a Virtual Assistant. We highly recommend listening to that one if you’re thinking about hiring someone.  I still have my very first VA on my team from 7 or 8 years ago. I remember feeling elated and relieved to delegate some things to her and I’ve never looked back. I was doing it all on my own for too long, so I know how that is. I’ve added more people to my virtual team over the years, and I’d be lost with out them.  Adding even one assistant for a couple of hours a week can make you feel like you can come up for air and get a break from your long to-do list.

4. Take it one step at a time and one day at a time.

Remind yourself that you can only do one thing at a time and you’re doing the best you can and remember to take breaks. Taking breaks during the day and time off each week is critical because if you burn out, it’s so much worse.   Sometimes, just changing your environment or physiology can help.  Get outside for 5 minutes, take a walk, do some deep breathing, get a change of scenery by getting some work done at a local coffee shop, chat with a friend – whatever makes you happy.

Which one of these tips do you think will help you the most? Or maybe you have  a tip that helps you with overwhelm. Come on over to Instagram to let us know.  You can find me at @kathleenlegrys and Karen at @karenpattock.

Resources and Links mentioned on the show:

Let's Connect on Facebook:

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

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!