Some of Our Favorite Online Business Tools

Some of Our Favorite Online Business Tools

Some of Our Favorite Online Business Tools

As a new health coach, it can be hard to know what online tools to invest in, which free options are good enough, and where you should spend your limited resources.

In this episode of The Wellness Business Podcast, we’re sharing what tools we can’t live without that make our businesses run smoothly, plus recommendations for what we would do differently if we were starting over.

You’ll discover:

  • The main tools and online software that K&K can't live without to run their businesses
  • Their top recommendations for new wellness business owners who are just getting started
  • Simple advice for hiring your first virtual assistant, (when, why, and how)

Figuring out which online tools you should learn and invest in for your business isn’t always easy, so if you’ve wondered about which tools we love and use, then this is the episode for you!

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3 Steps to Streamlining and Scaling Your Online Coaching Practice

3 Steps to Streamlining and Scaling Your Online Coaching Practice

3 Steps to Streamlining and Scaling Your Online Coaching Practice

I have a special guest post for you today from Jen Miller at Practice Better.  The team at Practice Better are experts when it comes to all things client management and communication for your wellness business.  If you are coaching clients online or working towards incorporating online coaching, this article will give you a few helpful tips to ensure a smooth transition, workflow, and scalability.

 

A few months ago, many coaches were faced with the sudden need to transition their practices fully online without much notice or warning. It was time to pivot and take a leap in your business, whether you were ready or not! With that, you may have been in a situation where you had to choose the quick and easy path to support your clients and keep your practice afloat.

For many coaches that unfortunately meant they didn’t have systems in place to fit their workflow and the growth of a virtual business. You were likely able to get online to conduct telehealth sessions fairly painlessly, but what about other aspects of supporting your clients and scaling your practice?

When you think about the journey for not only your client but for you as a coach, there are multiple tools required to make it all happen. From scheduling, communication, and accountability, to sharing resources, recommendations, and documents with clients…there is a lot involved in a virtual coaching practice.

The Problem

If you don’t have a workflow in place that brings this all together, it can result in many challenges for you and your client.

As a coach, you’ll end up spending too much time on the administrative side of your practice, which isn’t sustainable. There will be greater potential for information to start falling through the cracks, and your client’s experience will suffer.

  • When processes aren’t streamlined and structured, it feels less professional for your client
  • The expectations likely aren't as clear for them, and they feel less accountable to the process
  • If your clients don’t have access to the resources provided to them in an organized and easy-access fashion, their engagement will drop off

As a coach, it’s essential to reinforce a consistent structure and system for how you work with your client so they can create a routine. This will allow them to focus on their health journey and ultimately get amazing results, rather than getting distracted by the logistical aspects of working together.

The result is a better client experience, which leads to more referrals (an important part of every health practice!).

So, what do you need to be successful and scale your virtual health practice outside of simply running a telehealth session?

The Solution

Here are three simple strategies to not only ensure a seamless and high-level client experience but also help you streamline your workflow to save you more time and earn more money.

1. Seamlessly schedule and allow your clients to book online

Scheduling might seem like a simple task but can become a manual process that takes up way too much of your time! Perhaps you constantly go back and forth with clients to find suitable time slots or manually send confirmation and reminder emails for every client. This can get exhausting for both the coach and the client.

As well, the chance of information getting missed, or lost in translation is high. Are you in the same time zone as your client? Did you remember to include all of the pertinent information in your confirmation email? Is your client clear on your cancellation and reschedule policies?

We highly recommend using a scheduling tool that helps to streamline this process for you.

These are some key features to look for in a scheduling tool:

  • Automated confirmation, reminder, and cancellation emails to ensure there is no missed information
  • Ability to customize copy in those emails to align with your branding and ensure you can include all of the pertinent information
  • Syncs with your external calendar to eliminate the worry of overlap
  • Allows you to set up multiple service types with variable duration, as well as customize availability slots for those services
  • Integrates with your telehealth service provider to create a seamless experience for you and your clients
  • Has a public booking page feature to allow clients to book with you online

2. Enhance your client communication & accountability

As a health coach, you know that communicating effectively with your client is essential to keeping them accountable and supporting positive outcomes. When you are working together virtually, this becomes even more of a priority since you may not be seeing each other in person.

Accountability is something to keep in mind throughout the whole duration of working with your client virtually. Often clients will come in strong and might be self-motivated, however, this can be lost as time goes on.

How can you mitigate a drop off in engagement and ensure strong communication? Here are some strategies you can use:

  • Utilize a one-on-one or group chat to connect with your client in real-time
  • Send a voice memo or video message to add a personal touch
  • For daily engagement, use a check-in form, or create tasks for clients with due dates and reminders
  • Have your client submit a daily food and mood journal

3. Share your client resources in a streamlined and secure fashion

Sharing resources with your client, whether it be notes and protocols or educational materials, is something that has the potential to quickly become disorganized. Maybe you’re using email to share your notes and protocols, Google Docs to share handouts or worksheets, and Facebook to share links to educational videos. Not only is this confusing for your client but will drain your time when you have to consolidate all of that into their client record.

As you can see, without a streamlined system to share these resources, both you and your clients will suffer.

Here are some key questions to keep in mind when considering how to share resources with your clients:

  • Are the resources you share housed all in one organized place?
  • Can your clients easily come back to all of the valuable content you provide to them and feel they know where to find everything?
  • Are you sharing resources in a secure way that protects your client's information?
  • Do you have the ability to share a large amount of information in a consolidated and streamlined fashion?
  • Can you share the same resources with specific groups of clients at one time?

With Practice Better, all of this is housed in one secure platform. This allows you to take your client through the journey of working together in a completely organized fashion. From scheduling sessions with automated confirmation and reminder emails, to secure real-time communication via chat or voice memo, as well as sharing resources seamlessly. You can even conduct your telehealth sessions and run your online programs all in one system!

As you continue to take your health practice online, it’s important to think not only about what your needs are today, but what your future needs are to be able to run a successful virtual business. What tools and systems do you require, beyond telehealth sessions, to scale and grow?

Jen shared so many great tips and as you can see, streamlining your business will allow you to save time, help more people, and earn more money.. 

If you would like more information about Practice Better, CLICK HERE.  You can start for free with up to 3 one-on-one clients. If you want to use the online coaching features, you’ll want to sign up for the paid version.

**SAVE 30% on your first 4 months with code: KATHLEEN**

Here's to your business success!

Kathleen

 

This post includes an affiliate link which means if you make a purchase, I may earn a commission. 

 

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How Richa Generated $6,000 in Sales with Workshops

How Richa Generated $6,000 in Sales with Workshops

How Richa Generated $6,000 in Sales with Workshops

If you’ve been thinking about doing online workshops to get coaching clients, our special guest, Richa Prasad, is sharing exactly what she did to generate $6,000 in sales with her workshops.

In this episode, Richa is sharing:

  • The exact process she and her partner used by delivering the same wellness workshop over and over to enroll 3 new clients at $2,000 each in a matter of weeks.
  • How they figured out exactly what their audience wanted before they ever purchased a done-for-you wellness workshop so they would hit the ground running with their very first workshop.
  • The success system they have in place that takes their attendee from the workshop to a discovery call to the paid program.
  • Why they are hooked on the workshop client attraction and client enrollment system for their business and how it will work for you too.

If you’ve been wanting to have as much success in your business as Richa and Lucy have in theirs, you’ll want to tune in to this episode to hear their exact process for selecting and delivering the right workshop for their ideal clients so that it leads to more sales in just a matter of weeks!

If you’re excited to use workshops as a way of attracting your dream clients and enrolling them into your programs, be sure to check it out, and you’ll also get a coupon code to save on Karen’s done-for-you workshops (scroll down for the link and code).

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Best of: How to Plan a Profitable Year

Best of: How to Plan a Profitable Year

Best Of: How to Plan a Profitable Year

The ½ way point of any year is a great place to pause and evaluate, so we wanted to bring back a previous episode about how to plan a profitable year. Right now is a good time to look at what is working and what changes you may want to make. The first half of 2020 is unlike anything we have experienced before, so making a plan for the rest of the year will be more important than ever, as you look at ways to adjust course where needed. 

I’ve included a helpful free workbook with this episode too called, The Profitable Business Planning Workbook, so download that as you listen to the episode since it will help you through those planning stages.

In this episode we talk about…

  • Reviewing the Past Year Before Planning Ahead
  • The 4 Steps to Follow When Planning
  • Setting Your Non-Negotiables for the Upcoming Year
  • What You Should Be Planning Out in Detail and Why
  • The 4 Categories to Focus on Each Month

When planning, you want to have a snapshot of where you currently are (your past year review) and where you want to go (your realistic but solid goals for the future). With those two cornerstones in your mind you can then begin to set the course for yourself by mapping out how you will get from Point A to Point B!

Tune in to this episode to learn how you can map out an plan a profitable year in your wellness business.

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Get Referrals by Creating a WOW Experience for Your Coaching Clients

Get Referrals by Creating a WOW Experience for Your Coaching Clients

Get Referrals by Creating a WOW Experience for Your Coaching Clients

One of the best ways to get referrals is to create a wow experience for your coaching clients. When your clients rave about you to their friends, family and coworkers, you’ll fill your calendar with people who are even more excited to work with you.

Author and online business expert, Pat Flynn, says:

“If you want to business and a brand that can’t be foiled, you need to cultivate aficionados who will sing your praises, have your back when things get tough, and buy everything you create.”

We couldn’t agree more, and on this week’s episode of The Wellness Business Podcast, we’re sharing our take on this, including specific examples you can use in your business.

You’ll discover:

  • Real-life examples of some of the WOW experiences we've had in the past year, so you use them as inspiration
  • How you can create a WOW experience for your clients (with little to no cost)
  • Examples of what we did for our health coaching clients to make them feel special
  • Ideas of what you can do for your clients to go above and beyond to delight and surprise them

It doesn’t take a big gesture to stand out, and go the extra mile, but it makes you memorable, and it’s one of the things that prompts people to rave about you.

Tune in to learn how!

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Does Your Website Needs a Refresh?

Does Your Website Needs a Refresh?

Does Your Website Need a Refresh?

Have you been wondering if your website needs a bit of a refresh?

If you look at your website through the eyes of your ideal clients, is the messaging clear and does it immediately give your ideal clients the feeling that they are in the right place?

As you continue to refine your marketing message and who you serve, you may find that your website needs a bit of an update to reflect who you help and what you do. 

That’s exactly what happened recently when Karen did an audit of her website. The messaging and content needed tweaking.

In this episode of The Wellness Business Podcast, Kathleen picks Karen’s brain to share exactly how she approached her website refresh, including:

  • The main question to ask yourself to determine if your website needs a refresh
  • How to make sure that your marketing message aligns perfectly with your main offer
  • Which website page should take priority over all the other pages
  • The key components to a website homepage that will guide your visitor to take further action while visiting rather than clicking away
  • How to update your “About Me” page so that it does the job of helping your visitor get to know you more quickly
  • What should be included on your programs page that will help empower your ideal clients to make the decision to invest with you, (and the answer isn't more options)

If you’ve wondered if your website needs a mini makeover to grab your ideal clients’ attention, you’ll want to tune in to this episode!

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