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The episode features an enlightening conversation between the host and Sierra Lavallee, who has rapidly transformed from a freelancer into a dynamic entrepreneur over the past year. As the conversation unfolds, Sierra shares her experience of launching her agency in October 2023, reflecting on a chaotic yet exciting beginning. She was knowledgeable in social media but uncertain about her specific niche, so she initially juggled various clients and projects, as it allowed her to identify her ideal clients and refine her service offerings.
Sierra discusses the turning point in her professional life when she sought mentorship from Megan in early 2024. Feeling overwhelmed and at risk of burnout, she recognized the need for structure and guidance as well as offering not just accountability, but also crucial insight into establishing a successful business. The conversation shifts to the work-life balance, emphasizing the necessity of self-care, which Sierra initially neglected due to her work ethic. Simple changes, such as taking walks, profoundly impacted her productivity and mindset, highlighting the intersection between personal well-being and business success.
A pivotal breakthrough Sierra discusses is her realization of personal and professional values, which deeply influenced her decision-making process. By pinpointing values like family, friends, and financial security, she learned how to structure her business around what mattered most to her, leading to more fulfilling work life and personal satisfaction. Armed with this clarity, she embarked on hiring team members to delegate tasks, alleviating her overwhelming workload and fostering a collaborative environment conducive to growth. This step was not just a strategy but a transformation, as it cultivated efficiency and allowed Sierra to focus on her strategic role.
If you believe this isn't possible for you, take a listen.
HIGHLIGHTS:
2:58 Starting the Business Journey
7:28 Finding the Right Client
8:58 Niche Discovery
14:16 Balancing Work and Life
18:32 The Power of Values
21:49 Taking the Leap to Hire
24:55 Shifting Business Strategies
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In this episode, I dive into five simple and free strategies that can transform your Facebook group into a money-making powerhouse. This approach is straightforward and doesn’t involve ads, webinars, or any convoluted marketing funnels—just real, actionable results that you can implement today. I want you to walk away with practical steps that yield quick wins.
I emphasize the importance of building sustainable growth through genuine connections and significant value. I encourage you to create or revitalize your Facebook group, stressing the need for a purposeful group name, and the value of structured membership questions to attract the right audience. I introduce the idea of hosting weekly live shows to engage your community meaningfully and position you as an authority in your niche.
Lastly, I highlight the power of providing valuable free content to foster trust and conversion. By implementing these strategies, you'll be well on your way to achieving impactful growth and financial success in your business.
JOIN Structured Freedom Inc | Client Acquisition For High Ticket Coaches HERE
HIGHLIGHTS:
12:05 Fast, massive, imperfect action for success
13:52 Simple strategies to monetize your Facebook group
21:18 Engaging your audience with membership questions
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In this episode, we dive into part two of your pathway to achieving $500,000 in revenue, a must-listen for anyone committed to scaling their coaching or consulting businesses. If you haven't yet tuned into the previous episode, it’s highly recommended to do so, as I laid out the foundation and explored the first four essential components that pave the way to this ambitious financial goal. We kick off with a quick recap of those initial steps.
After reinforcing the importance of leading and converting leads through strategic invitation, we then moved on to step five: building your community and cultivating an engaging culture. I recounted my own experiences during business relaunches, emphasizing how leveraging existing networks and social media platforms can quickly yield clients. This isn’t necessarily about achieving large numbers but about effectively utilizing your current connections to find your first few clients, which can significantly impact your growth trajectory.
The conversation then shifted toward focusing on your client acquisition strategies and ensuring you are consistently generating leads, pre-qualifying them, and having sales conversations. Emphasis was placed on having a systematic approach to your sales calls, ensuring not only the potential client’s ability to engage with your work but also that they fit well within your program’s framework.
As we move into step six, we explored how launching high-end group coaching and mastermind programs could amplify your impact and income potential without significantly increasing your workload. Establishing a core high-ticket offer allows you to serve more clients while maintaining your quality of service.
We then discuss the importance of creating a backend team to support your growing business—a step pivotal for any entrepreneur serious about scaling beyond initial milestones. This involves splitting your support network into front-of-house and back-of-house teams, essential for efficiency as you take your income to new heights.
Furthermore, we examined the concept of scaling your group offers. Here, the discussions touched on the significance of focusing on just a couple of well-defined offers rather than scattering efforts across multiple products. This streamlining allows for greater clarity and marketing efficacy.
As you navigate this journey, it’s paramount to remember that challenges will arise as the business grows. I stressed the importance of building a mentorship circle to provide guidance through these obstacles, underscoring that guidance from experienced figures can drastically reduce the time taken to achieve goals.
HIGHLIGHTS:
6:06 The Ideal Client
8:48 Sweet Spot Strategy
10:55 Purpose of Coaching Business
11:40 Core Offers
17:31 Building Community
23:22 Transitioning to Group Coaching
29:21 Launching High-End Groups
36:49 Scaling Your Business
42:08 Importance of Mentorship
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Are you ready to uplevel to $500k?
In this episode, we delve into a strategic pathway designed to elevate your business to 500K and beyond. I explore common frustrations that many online coaches and experts face, such as slower-than-anticipated growth, inconsistent profits, and unexpected issues with clients or team members. These challenges are universal, irrespective of the revenue level your business currently operates at. Whether you bring in 100K or 45 million a year, the underlying principles of business management remain the same. The complexities of making significant decisions and executing them can feel overwhelming, but I offer a solution that is both practical and attainable.
The episode also addresses the stark reality of the coaching industry—only a small percentage of coaches break the 100K mark each year. I aim to inspire you to join the ranks of those achieving consistent growth by positioning yourself as a true leader in your field. The journey is about developing clarity on your business model and understanding the components that contribute to sustainable success. I discuss foundational elements such as identifying your perfect fit client, the significance of knowing your unique sweet spot, and crafting congruent offers that resonate with your audience.
Stay tuned for part 2 where I'll give you more insights as I continue to uncover the pivotal components necessary for your success.
HIGHLIGHTS:
8:03 Recognizing the Need for Change
12:36 Embracing True Leadership
17:21 Components of Success
27:10 Defining the Sweet Spot
29:41 Creating Congruent Offers
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Did you know clients decide to stay in or exit a program within the first 0 - 90 days of starting? That’s right!
Clients aren’t waiting until the program is over or the contract is up…they are making their minds up during the onboarding process.
In this episode, I discuss building a legacy business as a high-performing female entrepreneur while balancing family responsibilities. I highlight the importance of the first 90 days in client engagement for retention in coaching programs and share effective onboarding strategies to ensure clients feel valued and connected.
We examine key factors influencing client loyalty and common onboarding pitfalls while introducing an eight-phase onboarding model that emphasizes personalized communication. I stress the emotional aspects of client retention, advocating for a focus on exceptional client experience as a core business element. Tune in for actionable insights to enhance client commitment and create a lasting, fulfilling business.
HIGHLIGHTS:
4:31 Importance of Onboarding
8:19 Client Feedback Insights
11:08 Common Onboarding Mistakes
15:06 Creating an Onboarding Strategy
21:19 The Eight Phases of Onboarding
31:40 Achieving Early Wins
35:43 Prioritizing Client Experience
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In this episode of Built to Last, we're diving into the soul of you and your business, with Jennifer Urezzio, a master intuitive and creator of Soul Language.
We explore the importance of understanding personal energy and attracting the right clients for business success. The discussion covers how unconscious patterns from early life can influence group dynamics and lead to conflicts, emphasizing the need for leaders to maintain awareness and set clear boundaries.
Jennifer illustrates the significance of aligning with the overarching energy of a group while utilizing the soul languages of clients to enhance cohesion. The episode also addresses the challenges of managing different personality types and offers insights into identifying suitable clients through specific language cues. Jennifer advocates for a conscious approach to leadership, highlighting the impact of energy in fostering effective business relationships and creating a supportive environment for all participants.
HIGHLIGHTS:
4:24 Understanding Soul Language
6:23 The Role of Consciousness in Groups
8:30 Dynamics of Group Membership
15:06 Challenges in Female-Only Groups
19:13 The Importance of Client Dynamics
20:07 Individualizing Client Communication
25:17 Personal Experiences with Client Dynamics
31:39 Navigating Leadership and Client Frustration
CONNECT WITH JENNIFER:
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Reinventing your business doesn’t have to mean “burn it all down” and start all over. You can absolutely go through a season of reinvention while flying the plane in the air.
Maybe you’ve been burning both ends of the candle for years and you’re finally tired enough to that you’ll make shifts and changes in how you’re operating inside of the business.
The truth is, in order to remain relevant and go with the flow of “changing times” we’ll all be required to go through periods of reinvention from time to time.
These five must haves will help you navigate your own reinvention process.
(This is a replay episode)
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In this episode, I chat with Adam Urbanski, a seasoned expert in coaching and online education. We delve into his flagship program, Rev Up Your Revenue Intensive (RRI), focusing on client selection and engagement. Adam highlights the program's structure, emphasizing implementation over mere education and introducing a gamified approach to motivate clients.
We discuss the importance of upfront agreements and compassionate renegotiation to foster trust and accountability. Community emerges as a key theme, with many clients returning for the connections made within RRI.
This conversation offers valuable insights into achieving client success and building a supportive environment, making it essential for anyone in the coaching or online education space.
HIGHLIGHTS:
26:33 The Importance of Accountability
55:47 Client Success and Community
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Patrick Francey, a 30-plus-year entrepreneur and co-founder of the Real Estate Investment Network (REIN), shares his extensive experience in real estate coaching and education. With a strong emphasis on empowering individuals to create their financial futures through informed property investments, Patrick’s approach has engaged over 200,000 students throughout his career.
His educational philosophy is grounded in an unbiased perspective on real estate, steering clear of promoting specific real estate projects and focusing instead on the fundamental economic principles that drive property values.
Patrick provides a detailed overview of how REIN operates, articulating its mission to educate and coach individuals on various investment strategies, including buy-and-hold, fix-and-flip, and rent-to-own methodologies.
Unique to REIN is its commitment to not selling real estate; this neutrality allows students to explore options without the influence of vested interests. This unbiased approach fosters a deeper understanding of how to evaluate markets and the economic indicators that signal the best investment opportunities.
Patrick emphasizes the importance of encouraging students to look beyond their immediate geographical markets, urging them to analyze economic fundamentals and make informed decisions about where to invest.
CONNECT WITH PATRICK:
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Jasmine Womack returns to the show to discuss her expertise in client success, emphasizing the importance of supporting clients in achieving their goals, resulting in increased retention, renewals, and referrals. With a solid educational background in teaching and curriculum development, Jasmine has transitioned from being a middle school language arts teacher to the CEO and founder of the Impact Group. Here, she helps leaders transform their knowledge into best-selling books and lucrative coaching programs.
Jasmine shares insights on how she leverages her teaching background to create impactful coaching programs and the challenges of scaling coaching programs while ensuring personalized client support.
She shares how her continuous adaption and enhancement of program elements have been instrumental in bolstering client retention and satisfaction. By emphasizing the importance of systematic improvement and client-centered support, she offers valuable insights for other coaches and educators seeking to create impactful and scalable programs.
HIGHLIGHTS:
17:28 Client Responsibility and Engagement
32:43 Program Enhancements and Client Progress
CONNECT WITH JASMINE:
Published and Paid Website
Facebook
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In this episode, Kim, the "Communication Queen," returns to discuss her foray into the podcasting industry and the integral role that storytelling plays in connecting people and transforming lives. Kim shares her journey of balancing business and personal life, having recently had another child while also launching a podcast booking agency. This interplay between parenting and business serves as a metaphor for how she navigates her professional endeavors, paralleling the challenges and joys faced by entrepreneurs everywhere.
The conversation delves deeply into Kim's podcasting business, which emerged from a need to adapt her lead generation strategies due to the pandemic and its associated restrictions. She recounts how her previous experience on podcasts had led to significant coaching contracts and inspired her to embrace podcast guesting as a viable avenue for client acquisition. After reaching out to numerous podcasts and seeing substantial returns on investment, Kim decided to expand her services beyond one-on-one coaching to help others achieve similar success. This evolution reflects her broader mission to enable others to share their stories, create connections, and drive transformations.
As the conversation unfolds, Kim discusses the evolution of her coaching business, which initially boasted multiple programs. After a tumultuous phase of personal loss and transitional life events, she streamlined her offerings to focus on one-on-one coaching and future retreats, emphasizing quality over quantity. This shift was accompanied by significant introspection, leading Kim to prioritize what genuinely brings her joy—coaching and facilitating authentic connections through storytelling.
If you're looking to learn about guest podcasting or want to be on the list for Kim's book, Make Every Podcast Want You, visit her website.
HIGHLIGHTS:
15:17 Transitioning to Podcasting
20:28 Building the Agency Model
34:51 Future of the Agency
CONNECT WITH KIMBERLY:
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Stuart Morris, a serial entrepreneur with experience in various industries, shares insights in a conversation about client success principles applicable across industries. With businesses in hospitality, training, and aviation, Stuart's deliberate focus on customer experience stands out. He emphasizes the cost-effectiveness of retaining clients over acquiring new ones and the power of referrals in driving business growth.
Stuart's intentional approach to client experience includes personalized interactions, attention to detail, and creating a sense of belonging for clients. He stresses the significance of building lasting relationships with clients for long-term business success. Stuart's dedication to exceeding customer expectations is evident in the way he ensures seamless experiences for clients from booking to their stay.
Moreover, Stuart delves into the importance of team training and empowerment in maintaining a client-centric company culture. By hiring the right people, setting clear expectations, and trusting his team to deliver exceptional service, Stuart focuses on strategic decision-making and visionary planning for his businesses' success. Stuart also highlights the need for continual team training and evaluation to ensure ongoing client satisfaction.
In discussing the value of a comprehensive client retention strategy, Stuart emphasizes the need for intentional planning and execution in driving client referrals and renewals. By actively engaging clients, providing exceptional experiences, and offering incentives for referrals, Stuart showcases the effectiveness of a well-thought-out retention plan in fostering customer loyalty and business growth.
HIGHTLIGHTS:
3:14 Philosophy of Client Experience
7:28 Approaching Rebooking Conversations
10:29 Value of Client-Centric Approach
13:43 Collaborating with Event Hosts
20:16 Cost of Neglecting Client-Centricity
24:36 Strategy for Referrals and Retention
28:53 Delegating Control and Leadership
Register for the CLIENT SUCCESS SUMMIT in October 2024
CONNECT WITH STUART:
High Trenhouse website
Facebook
Instagram
X
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The CEO of Vast Solutions Group, Kenner French, talks about the importance of focusing on customer service and leveraging referrals. He shares insights on automating the referral process, incentivizing referrals through gamification, and ensuring every team member is involved in bringing in new clients.
Kenner highlights the significance of personalized client experiences and outlines plans to invest in community building and tailored services for clients. He emphasizes the value of keeping existing clients satisfied and the positive impact it can have on business growth. The conversation underscores the role of client-centric approaches in driving company success and the benefits of prioritizing customer service over traditional marketing strategies.
Register for the Client Success Summit NOW!
HIGHLIGHTS:
6:33 Balancing AI and Human Interaction
9:41 Systematizing Referrals
12:37 Building a Community
19:28 Psychology of Marketing and Client Success
30:25 Mindset on Asking for Referrals
CONNECT WITH KENNER:
Vast Solutions Group website
Facebook
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In this heartfelt and personal episode, I share the challenges and experiences my husband, Shawn, and I have faced in dealing with his multiple health issues over the years. From facing advanced stage cancer and a heart attack to blood clots and more, we have navigated through numerous medical traumas together. I delve into how I handle these situations, emphasizing faith and belief in God's healing and managing my emotions to stay grounded.
I reflect on the lessons learned through these trials, including the importance of resilience, patience, and compassion for others facing their own struggles. Acknowledging the loneliness that can accompany such experiences, I offer a message of support to anyone going through similar challenges and encourage reaching out for connection and comfort. Sharing our story, I aim to bring solace and understanding to those feeling isolated in their own battles, emphasizing the value of vulnerability and connection in navigating life's difficulties.
Be sure to subscribe/follow so you don't miss out on the rest of the series.
If you'd like to reach out with your own story, email me at [email protected]
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In this engaging discussion, Nicholas Nick and I share our backgrounds in the education sector, drawing on our unique perspectives from working in coaching companies. Nicholas outlines his transition from the restaurant industry to becoming an event coordinator in education, stressing the foundational role of customer relationships and fair systems learned in restaurants.
We move on to explore the crucial role of onboarding in client retention, with Nicholas detailing his 18-day onboarding sequence he had created that emphasizes clear expectations and personalized attention. We challenge the scalability myth of one-on-one onboarding calls, emphasizing its integral role in building strong customer relationships. Understanding diverse client personalities and behaviors is highlighted, underscoring the need for tailored customer experiences and investing in onboarding for long-term satisfaction.
Through personal anecdotes from teaching and the restaurant industry, our conversation emphasizes connecting with individuals on a deeper level to bring out their best. Empathy, respect, and genuine care are highlighted as transformative forces in fostering meaningful relationships, whether in education or business settings. The significance of making individuals feel valued is stressed for building enthusiastic support, with a focus on genuine commitment to meeting their needs.
Tune in for valuable insights and personal stories from Nicholas' years of customer/client experiences.
HIGHLIGHTS:
3:23 Restaurant to Real Estate Success
10:03 Importance of Onboarding
20:26 Scalability vs Customer Care
26:40 Proactive Retention Approach
33:51 IHOP Training and Customer Experience Insights
43:55 Individualizing Approach for Students and Customers
50:24 Going Above and Beyond for a Homeless Customer
CONNECT WITH NICHOLAS:
Lead Mining Pros
Have you registered for THE CLIENT SUCCESS SUMMIT yet? REGISTER HERE
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Today's episode features a conversation between me and Michelle Dunk, a transformation and success coach. Michelle emphasizes the importance of family, faith, and personalized coaching programs that address healing, manifestation, and personal growth. We discuss the challenges of aligning beliefs with actions for success and the need for tailored support in coaching to drive meaningful results.
During our discussion, we stress the significance of building relationships with clients, creating a sense of community, and aligning pricing with the value delivered to make clients feel valued and appreciated. Strategies like hot seat coaching and small group interactions ensure individualized attention and foster a safe space for clients to share experiences. Michelle's perspective on sacred connections with clients underscores the importance of quality interactions over mere results, promoting authenticity and belonging in coaching programs.
HIGHLIGHTS:
28:15 Fostering Community and Connection
31:04 Importance of Community in Programs
36:41 Treating Every Client as a Million Dollar Client
44:39 Building Strong Client Relationships
MENTIONED IN EPISODE:
Client Success Summit
CONNECT WITH MICHELLE:
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Facebook Group
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Let's dive into the challenges faced by group program leaders/marketers when it comes to having clients become 'Lifers'.
There's a shift towards prioritizing client retention as essential for long-term business sustainability amidst increasing competition from media outlets and social media algorithms. Also expanded upon is the significance of client retention in generating reliable monthly recurring revenue and maintaining a positive brand reputation.
The evolution of launching techniques over the years, impacted by social media volatility, is discussed alongside five key mistakes hindering client retention.
The Client Success Summit coming in October 2024! REGISTER NOW!
HIGHLIGHTS:
6:44 Changing Landscape of Marketing
13:20 Building Trust with Clients
16:42 5 Mistakes List
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In this episode, I delve into the importance of guiding clients through a program effectively, and discuss the three phases of onboarding - activate, acclimate, and accomplish - and highlight the crucial role onboarding plays in setting clients up for success.
Emphasizing the need to support clients through a process that leads to tangible results, I stress the significance of the onboarding phase in building trust, satisfaction, and referrals. This one delivers with practical tips on assessing client satisfaction, seeking referrals, and enhancing the client experience to drive business growth and longevity.
Join me in reflecting on client engagement strategies and making adjustments for better outcomes and sustained success.
HIGHLIGHTS:
12:17 Leaving People at the Border vs. Walking Them Through
14:48 Leading Clients Through the Process to Prevent Stagnation
23:20 Roadmap for Successful Onboarding
24:40 The Accomplish Phase: Tracking Results and Client Satisfaction
26:00 Importance of Onboarding for Long-term Client Retention
Learn More and REGISTER for the CLIENT SUCCESS SUMMIT LIVE happening October 2024
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In today's episode, I shared my recent experiences with collecting client feedback and how crucial it is in enhancing the client experience and driving innovation.
Gathering feedback from clients allows for insights into areas needing improvement, innovation, and value addition. It provides a window into potential innovations and improvements that can be made to programs, services, and overall client journey.
Moreover, I discussed the client's perspective on giving feedback, highlighting that clients appreciate feeling heard and valued when their feedback is acknowledged and acted upon.
Responding promptly to feedback, providing transparency on actions taken, and updating clients on improvements are crucial for maintaining strong client-provider relationships and fostering client loyalty.
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This episode is about the importance of client success in coaching and online education. Megan explores the evolution of client success departments, emphasizing the key roles needed for driving client experience. Megan shares insights from her time as a Director of Client Success, highlighting challenges and the importance of data analysis and emotional intelligence in client relationships.
Megan delves into the responsibilities of client success managers, focusing on strategic leadership, goal setting, and continuous improvement to enhance client outcomes and satisfaction.
Get in touch for info on the upcoming Client Success Summit with Megan and Nikki Nash!
HIGHLIGHTS:
25:20 Importance of Dedicated Client Success Role
31:10 Roles and Responsibilities of Client Success Manager
36:17 Client Success Plans and Progress Monitoring
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