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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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In this insightful episode, I get the opportunity to engage in a deep conversation with Katy Hoagland, a seasoned sales expert, on the crucial aspects of client success and fostering superior client experiences. Drawing from our shared history in coaching, we highlight the significance of integrity in selecting the right individuals for your programs to ensure successful outcomes.
Transitioning into strategies for managing sales teams, Katy highlights the crucial need to master the sales process before delegation, emphasizing the significance of aligning hiring, firing, and promotions with core company values. By fostering a client-centric culture rooted in the organization's mission and vision, businesses can prioritize long-term success and mutually beneficial relationships.
HIGHLIGHTS:
3:26 Taking Risks and Starting a Sales Journey
5:47 Coaching Coaches on Sales with Integrity
6:11 Overcoming Sales Challenges
12:12 Working with Sales Teams and Agencies
15:58 Building a Client-Centric Culture
17:36 Sales Conversations and Challenging Beliefs
20:52 Ensuring the Right Clients for Program Success
24:28 Nurturing Relationships and Creating Genuine Connections
28:30 Qualifying Ideal Clients for Program Fit
40:01 Pre-Onboarding in Sales Conversations
44:15 Accessing Practical High Ticket Sales Challenge Tips
CONNECT WITH KATY:
Elite Closer High Ticket Sales Challenge
Facebook
Linkedin
Instagram
YouTube
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In this episode, I discussed the importance of client success in coaching and education and differentiated it from customer support, outlined key team roles, and shared insights on team building and compensation strategies.
The client success journey, including onboarding and metrics, was explored, emphasizing the pivotal role of client success directors in fostering a client-centric culture. There's more to come on this topic so make sure you're following us for future episodes.
HIGHLIGHTS:
1:42 Defining Client Success
2:46 Clarifying Client Success vs. Customer Support
28:45 Lack of Defined Client Success Department
29:41 Role of Associate Coaches and Strategists
34:07 Client Concierge and Community Manager Responsibilities
37:38 Program Manager's Role in Client Success
39:19 Responsibilities of Client Success Director
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Discover the delicate balance between career ambitions and personal life fulfillment in this insightful episode. Learn about overcoming challenges in juggling work and family responsibilities, reassessing priorities, and transitioning to an owner mindset in business for improved work-life balance.
Gain valuable insights on fostering open communication, setting goals within families, and aligning business with personal lifestyle preferences. You'll get actionable strategies for creating a harmonious integration of work and personal life, promoting a sustainable lifestyle built on balance and intentionality.
HIGHLIGHTS:
15:23 Overworking and burnout among young entrepreneurs
23:40 Habits and operations in business
25:34 Transitioning to an owner mentality
27:35 Integrating family and business goals
31:27 Finding a happy medium in life and business
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Group coaching isn't something you just do. There's challenges coaches and consultants face when transitioning from one-on-one coaching to group coaching. There's a fear of maintaining high-quality results for group coaching clients while balancing marketing, sales, and client delivery.
I discuss the importance of a robust onboarding process, client progress tracking, and having a client concierge to support clients and manage communication effectively.
A key component to the success of your group coaching program is having accountability structures, such as accountability buddies and pods, to foster deeper connection and engagement within the group.
Take a listen for some real talk on what you need to consider when creating your group program and make sure to register for our upcoming Group Coaching Mastery Workshop in May.
HIGHLIGHTS:
02:51 Overcoming Fear of Burnout in Group Coaching
05:30 The Importance of Following a Framework
11:14 Implementing Effective Client Support Systems
19:27 Tracking Client Progress for Success
21:55 Building Accountability and Community Support
30:51 Overcoming Fear in Running Group Coaching Calls
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In this episode, I delve into the debate around coaching programs and who holds responsibility for clients' results. Some argue that clients must take action and bear the responsibility for outcomes, having signed up fully aware of what they were getting into. On the other side, there's the perspective that coaches should provide the necessary tools, guidance, and structures for clients to succeed.
Next, the importance of understanding adult learning styles and preferences, emphasizing the need for personalized approaches in coaching programs including the significance of creating a conducive learning environment, tracking client progress, and ensuring clients are taking action to achieve results.
HIGHLIGHTS:
4:31 Transition to Group Coaching
9:58 One-on-One Coaching Contrasts
17:12 Importance of Team in Group Coaching
23:57 Tracking Success in Group Coaching
27:21 Evaluating Program Effectiveness
30:55 Drama-Free Group Coaching
MENTIONED IN THE EPISODE:
CLICK HERE to Register for the next Group Coaching Mastery Workshop Series starting April 29 - May 3
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This episode with Nikki Nash is a taste of our Group Coaching Mastery workshop we've been recently delivering to a group of amazing entrepreneurs. We delved into the significance of client retention in building successful programs that yield results and keep customers coming back for more. A key aspect we talked about was the customization of content delivery to cater to diverse learning styles, fostering enhanced comprehension and driving action among clients.
Drawing from our own experiences, we really emphasize the importance of tailoring content to resonate with individuals, optimizing their learning experience and journey towards achievement. There's value of identifying clients' unique personalities and strengths to tailor methodologies for better support, ultimately enhancing their success within group coaching programs.
HIGHLIGHTS:
00:40 Building a Solid Marketing Plan
03:19 Exploring Group Coaching Programs
33:48 Importance of Community and Connection
34:31 Providing Accountability and Support
37:45 Critical Points in a Program
42:50 Implementing and Tweaking Systems
44:41 Understanding Learning Preferences
49:38 Importance of Support Structures
51:57 Importance of Community Engagement
54:11 Creating a Client Success Plan
56:35 Facilitating Community Engagement
59:04 Client Accountability and Self-Accountability
1:03:15 The Power of Community in Retention
1:05:41 Mutual Client Success Plans
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This week my guest is Melanie Benson, the Authority Amplifier and Possibility Igniter for expertpreneurs, discusses million-dollar visibility and how it can be achieved by generating messaging and connection that attracts ideal clients exponentially, leading to revenue growth.
Melanie shares insights on crafting messaging for ideal client attraction, emphasizing decision-making, mindset, and strategic implementation for success. We went on to discuss Melanie's predictions on shifts in buyer behavior and email marketing strategies, highlighting the importance of relevance and consistency.
Find out what million dollar visibility is by tuning into this episode.
HIGHLIGHTS:
02:45 Defining Million Dollar Visibility
04:56 Mindset vs. Strategy in Achieving Visibility
07:56 Overcoming Barriers to Being Seen and Heard
12:08 Enhancing Client Results in Programs
22:16 Real-Time Integration in Programs
32:48 Predictions for the Future of the Industry
37:42 Key Factors for Longevity in Entrepreneurship
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In this episode I'm doing an update on the whirlwind events in my household, from my husband Shawn's back pain battle to a surprising pneumonia diagnosis, amidst the chaos of daily life with our daughter and a lively puppy. Certainly lessons on surrendering control and embracing vulnerability.
The title of this episode relates to a story about an unexpected invite to show goats at the NC State Fair that leads to lessons in trusting instincts, seeking help, and adapting to challenges.
Personal experiences translate to valuable lessons on leveraging strengths, taking strategic actions without overthinking, and stepping out of comfort zones for growth and transformation.
REGISTER HERE for Group Coaching Mastery
HIGHLIGHTS:
03:54 Sean's Health Scare
10:39 The Goat Story
15:46 Lessons from Showing Goats
29:07 Taking Action with Confidence
32:58 Trusting Your Instincts
36:11 Leveraging Your Qualities
37:38 Repeating Success
44:09 Breaking Comfort Zones
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In this episode, Nikki Nash and I discussed common mistakes in marketing group coaching programs and shared insights on transitioning from one-on-one coaching to groups.
We discussed the concept of "experiment cycles," emphasizing the need for continuous testing and refinement of launch strategies. Sharing personal stories of overcoming setbacks, we stressed the importance of perseverance and strategic community building in sustaining group coaching programs.
Additionally, we shared details about our upcoming Group Coaching Mastery masterclass designed for coaches looking to enhance their group coaching skills and multiply revenue from existing programs.
Register for the Group Coaching Mastery Workshop Series at https://wbc.ck.page/24edb3e9cf
HIGHLIGHTS:
02:02 Nikki shares her first launch mistakes and lessons learned
06:54 Transitioning to Group Coaching Too Soon
10:42 Importance of Consistent Experiment Cycles
22:17 Pitfalls of Stagnant Experiment Cycles
24:54 Importance of Community Building and Nurturing
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Are you a coach or consultant already leading group coaching programs or ready to create more leverage in your business and start one?
In the past, coaching programs have been able to get away with the hype of marketing to sell their programs year after year. We all know the hype works!
But what about delivering on the promises sold? Where does the responsibility of the coach start and where does it end?
With the surge of the Federal Trade Commission (FTC) in the online education and coaching space, it’s crucial to put measures in place to ensure you are in fact delivering on the promises sold.
I’m no expert in all things FTC, although I’m studying it and will keep you as informed as I am! What I can tell you is that changes are in fact upon us, especially in the categories of marketing and client delivery.
So let’s dive in with 6 key points that will position your brand as best in class in the category of client experience.
If you are ready to sustainably add 6-figures of new revenue to your business in the next 12-18 months with a high touch, high ticket group offer register for the Group Coaching Mastery Workshop: https://wbc.ck.page/24edb3e9cf
HIGHLIGHTS:
03:26 Navigating Marketing Compliance with the FTC
04:24 Emphasizing Client Experience in Education Programs
05:35 The Critical Role of Data Tracking for Compliance
08:19 Ensuring Compliance with FTC Regulations
10:26 Six Key Elements for Program Success
15:24 Building Accountability Measures in Programs
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Nikki Nash and I discuss the importance of getting clear on your current phase of business and following the phases in the correct order so that you can take your business to the next level.
Once you get your hands on this ONE PIECE of information you’ll run your business with clarity, unwavering focus and undeniable direction!
Reserve your seat at the Business Model Makeover: http://www.businessmodelmakeover.com
HIGHLIGHTS:
05:54 Importance of doing the right things in the right order
07:33 Rapid growth and potential issues in skipping phases
08:48 Building a Stable Foundation
10:16 Growth and Expansion
11:40 Repetition and Growth
17:59 The Importance of Scaling in Business
19:08 Requirements for Scaling a Business
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Ever wondered how the nervous system impacts coaches getting clients? Well, we spilled the beans on that! Find out how understanding your nervous system can totally change the game in the online coaching world.
Our guest, Future-Forward Nervous System Coach Laura Larios and I also dug into the connection between the state of a coach's nervous system and the kinds of clients they attract.
And guess what? The nervous system isn't just about science; it's a secret weapon in sales too! We shared some ninja moves on how to up your sales game by syncing up with your brainy side.
And guess what? The nervous system is a secret weapon when guiding clients to success. From setting goals to tackling tough stuff, discover how a tuned-up nervous system can be your coaching superpower.
Lastly, we spilled the beans on how to keep your coaching programs rocking. Uncover tips on staying strong and happy – for both you and your clients.
This episode is like a backstage pass to the cool stuff happening in coaching on a nervous system level. Whether you're a coach or just love learning new things, this chat is for you. Join us in the world of online education, where understanding your nervous system is the key to turning coaching dreams into reality.
Laura Larios is a future-forward Nervous System Coach, Stanford Medicine Collaborator and guides high achievers to thrive through neuroscience, well-being, and resilience.
HIGHLIGHTS:
03:24 The Nervous System's Influence on Client Acquisition and Marketing
08:37 The Impact of Clients' Nervous Systems on Programs
11:30 Challenges of Leading Clients in the Yellow Zone
14:30 Using Context, Connection, and Choice to Shift Clients out of Yellow
24:59 The Impact of Nervous System on Client Results
29:53 Supporting Clients in Yellow and Red Nervous System States
36:24 Importance of gathering information and giving one actionable step
Follow Laura
On all socials @LauraLisaLarios
Website
MENTIONED IN EPISODE:
Reserve Your Seat at The Business Model Makeover Workshop
a 3-part series to double your business without increasing your workload, revamping your offer suite, and creating harmony between your life and business.
CLICK HERE FOR INFO AND RESERVE YOUR SEAT
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Ready to build a coaching business that aligns with your lifestyle? Join us in this episode as we unravel the secrets of strategic scaling. It's time to take control, elevate your business, and live the life you've always envisioned.
Today, we're diving into the art of "Strategic Scaling" – a game-changer for those looking to take their coaching business to new heights without sacrificing their lifestyle.
It’s so important to start by assessing where you are in your coaching business journey. Acknowledge your successes, but more importantly, identify the bottlenecks holding you back. It's time to take stock of your time constraints, revenue streams, and overall business structure.
Remember, your success is not just about the destination but the journey – let's make it a remarkable one together!
Tune in now and let the journey to strategic scaling begin!
This episode is for you if you’re close to tapping out with your existing business model and know it’s time to make a shift.
And while you’re at it, I’m leading a 3-part workshop, The Business Model Makeover on February 6 - 8, 2024.
Click Here Right Now to Join Us
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When I relaunched my own business in 2017 after dedicating 4 years to helping someone else build their coaching empire, I grew very quickly.
In fact, my business grew so quickly with one-on-one clients at first that I hit max capacity in about five months.
At the time I was working with a mentor in a 90-day “sprint” like program and I remember saying to him, “Now what am I supposed to do?”
That was the moment I figure out how to build a business model and aligned marketing and sales strategy that didn’t burn me out.
Instead, it opened up my capacity to serve more people while maintaining a high caliber client experience, to have more free time with my family, and maximize my earning potential for years into the future.
This episode is for you if you’re close to tapping out with your existing business model and know it’s time to make a shift.
And while you’re at it, I’m leading a 3-part workshop called The Business Model Makeover on February 6 - 8, 2024.
Click Here Right Now to Join Us
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Heather Alice Shea is the Founder & CEO of Atmana Academy, a life coach training and certification school for spiritually-driven practitioners and entrepreneurs. With a unique ability to make esoteric and scientific ideas practical, she guides aspiring healers, coaches, and teachers in developing their intuition and personal coaching style so they can confidently serve their clients in the way only they can.
As a former psychotherapist turned 7-figure master coach, she created the ground-breaking intuitive development system, True Intuition™. This pioneering approach is the perfect blend of science and spirit, and has empowered thousands of practitioners to walk in their calling as Certified Intuition Facilitators & Teachers while creating financial freedom on their own terms.
Heather's work has gained recognition in prominent publications such as Spirituality & Health Magazine, Mind Body Green, Brainz Magazine, and Best Self Magazine, establishing her as a thought leader in life coaching, intuition, and spiritual development.
Heather’s flagship program is called, 'True Intuition." True Intuition™ is the world's first Intuition Teacher Training & Certification program.
The program promise is simple. Using the 5 step True Intuition™ method, students first learn to unlock and fully cultivate their own intuitive abilities, and then learn how to teach the method to others. The time frame for accomplishing this is 4 months.
HIGHLIGHTS:
12:33 The difference between accreditation and continuing education credit.
15:10 Importance of understanding the client's perspective and experience.
21:30 Facilitating the Program and Orientation Process
29:16 Pre-deciding outcomes and setting goals for an event
37:55 Adjusting program based on student differences and backgrounds
40:41 The impact of certain clients on the group dynamic
46:18 Embracing vulnerability and coaching skills for great sessions
54:37 Understanding the Importance of Seeing Through Others' Eyes
HEATHER'S LINKS:
Atmana Academy Website
Atmana FB Group
Instagram
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Natalie Bullen is a Sales Coach, Messaging Strategist, and owner of Unapologetic Wealth. As a powerhouse coach and consultant, she positions her clients for wealth by accelerating their revenue with high ticket sales.
With a background in finance, over 4000 sales calls under her belt, and expert status as a pricing and messaging strategist, Natalie is not just qualified—she’s uniquely capable of transforming your high-ticket sales journey.
And when you’re in Natalie’s world, client retention starts with marketing and sales followed by identifying each of her client’s personalities to determine the most optimal pathway of education while in her programs.
Pure genius!
Sit back and dive into this exceptionally valuable episode.
HIGHLIGHTS:
09:21 The Importance of Personality Traits in Success
12:44 Socio-economic Factors and Ambition in Business Success
27:08 Honesty in Teaching: Avoiding Ineffective Strategies
37:46 Accelerating Revenue through Intensity and Differentiation
40:17 The Future of Online Coaching and Education Industry
46:40 Fear of Money and Wealth Identity
54:37 Gap in Financial Coaching for Mid-Level Income Earners
NATALIE'S LINKS:
Website
Facebook
Instagram
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