Posts Tagged 'technology comparison'

5 Sexy Best Practices for a Business That Runs Like a Well-Oiled Machine

As you begin the process of setting up your coaching business, you may be realizing that the running of your business can be just as time consuming as the actual coaching, if not more so!

You know it’s part of running a business, but you definitely prefer the coaching part of the business!

When it comes to running a business, there are many, many moving parts: that is, if you want to grow your business into a thriving, profitable, world changing venture (and I am pretty sure you do!).

I call these moving parts Best Practices: finding new leads, growing a contact list, converting prospects into paying clients, and getting paid while providing those clients with exquisite customer support.

If you don’t consciously learn and implement these Best Practices, then you often end up creating random steps in reactionary mode as various things come up. The back end of your business is clunky, at best.

Here’s a brief rundown of Best Practices in the five core areas of your business:


The #1 Way to Generate New Leads: Create an opt-in form with automated follow-up email sequences.

The #1 “Keep in Touch” Marketing Strategy: Post articles, consistently, on your website.


The #1 Way to Convert Prospects: Offer effective enrollment conversations, or sample sessions.


The #1 Way to Quickly Onboard New Clients: Create online client agreements and a private client portal to provide and drip content and material over time.


The #1 Way to Support Clients in Creating Optimal Transformation: Provide exquisite client support.


The #1 Way to Get New Clients: Word-of-mouth marketing, or referrals, through an automated testimonial- and referral-gathering process


For every Best Practice, there are 27 core elements required to implement each of them. And within those 27 core elements, there are innumerable nuances as you apply and optimize them. This applies no matter whether you want five clients or 25 clients.

Of course, for each Best Practice, there is also a great technology you can use! And for every technology, you’ve probably received a recommendation from a colleague, a mentor, or a friend. You likely have a list of seven or ten different technologies, right?

When you get right down to it, being a coach-preneur almost requires you to be a technology master as you ensure those technologies are working together.

But is that really how you want to be spending your time?

A recent conversation I had with my friend, Christy, illustrates this perfectly.

Christy is burnt out at her job in higher education. She’d like to start a business helping teens live their lives fully in this world. As she began to think and talk about her new passion, the sparkle came back to her life. Her passion transformed her.

She was excited and tuned in to her higher calling.

Synchronistic things began to happen for her. One day, she sat next to a woman on a plane and shared her desire to start a new business. When that woman heard Christy’s story, she said, “I’ve had my own coaching business for years. Here’s everything you need to get started.”

She went on to list out innumerable “necessary” technologies, including those to accommodate:

A contact list

Lead generation

Payment processing

Client notes

And more

As Christy told me what this woman had advised, my heart sank.

While the woman had given Christy hope that her dream was possible, and she’d also given her specific tangible resources she could use to make that dream reality, Christy didn’t realize the path she’d just put herself on.


At The Coaches Console, we believe there are two paths a coach-preneur can take when setting up his or her business:

1. The Piecemeal Path
2. The Proactive Path

Christy’s enthusiasm, fueled by the woman on the plane telling her that her dream was doable, meant she was ready to do whatever it took to make her business work. She was one step away from blindly embarking on any journey just to see her dream become reality.

In other words, by exploring all these different technologies, Christy was headed down The Piecemeal Path! This is a trap many startup coach-preneurs experience because they don’t know what they don’t know.

Christy was about to spend hours and hours learning between seven and nine different technologies, which, when combined, would cost her between $349 and $532 per month!

Her excitement and enthusiasm were blinding her to the long-term effects of following this path.

When you’re on The Piecemeal Path, you’re asking yourself, “How can I address this one part of my business?” You’re taking a microscopic, small-scale view of your business, solving one immediate problem at a time. And one by one, you put in place systems to address each part—email, lead generation, content delivery, scheduling, etc.

=> The result: you end up using several technologies—seven to nine on average! Not only is this time consuming, but it’s also expensive, and can cost hundreds of dollars per month.

If you’re like so many of the coaches we work with at The Coaches Console, you don’t want to spend all your time on technology—you want to spend it working with clients, creating programs, and being supportive.


To get to that place, consider asking yourself a question that’s different from the one above:

“How can I address ALL the necessary parts of my business?”

Exploring the answer to this question requires you to take a broader, longer-term view of your business. Answering that question puts you on the Proactive Path. The Proactive Path requires you to spend a bit of time up front to understand the Best Practices I mentioned above, as well as how they all work together in an integrated way (well-oiled machine, baby!).

Once you understand those elements, and put a system in place to streamline and execute them, you can generate consistent results.

That system is The Coaches Console.

You see, The Coaches Console is the answer to that question, “How can I address ALL the necessary parts of my business?”

It’s one, pre-built, integrated technology, specific to the coaching industry, that enables all the parts and pieces of your business to become a well-oiled machine that’s always working on your behalf, generating consistent results on an ongoing basis.

It frees up your time, money, and energy so you can put them towards tasks and activities that positively impact your bottom line and the transformation you provide to your clients.

So, now, I’d like to ask YOU a question:

If you had to choose between working harder and working smarter, which would you choose?

I’m pretty sure you’d choose to work smarter—that’s why you’re here, right?

To work smarter and accomplish more in less time, with less work, it’s optimal to have one platform that can handle all the elements of your Best Practices for you. It’s even better when that platform is pre-built for coaches, and is meant to serve as the foundation of a growing, thriving business.

By taking the time, up front, to learn how to work smarter, using a single platform, you’re saving yourself tons of time, energy, and money in the future as you grow a coaching business with a streamlined, organized, automated back end!



Complete this two-part exercise to determine how much time and money you spend on managing the various technologies you’re using now.

Technology Audit

Write down every technology you currently use for your business, and its cost, from website hosting to shopping cart, to online calendar to course and content delivery. Use the Technology Comparison Chart for ideas. Add up their monthly or annual costs to determine how much you’re spending all together.

Time Audit

For one week, track the time you spend managing the different technologies you’re using. Multiply the number of hours by your own hourly fee to determine how much the management of these technologies is costing you in billable hours. Or, if you pay a VA to manage these technologies, write down the number of hours you’re paying her for. Then, consider this: on average, members of The Coaches Console report spending just two hours per week managing their Console Systems. That equates to roughly 20 minutes per day!


Next Steps:

If you’re ready to work smarter, and to follow The Proactive Path to a streamlined business that allows you to focus on coaching, supporting, and nurturing your clients—and making a big impact and a great income—then go here to download your complimentary Technology Comparison Chart, which is designed to guide you in streamlining the back end of your business! 


Posted in: StartUp Coach

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Are You Using the Right Technology? (Are You Sure?)

Ahhhh, technology. We love it, right? It can be such a time- and money-saver. It can help us reach so many of the people who need us, faster, and it can make our lives so much easier.

But …

If you’re using technology that isn’t right for where you are in your business right now, it can become frustrating and overwhelming … and it can end up costing you a LOT of time and money, which can even negatively impact your business.

So how do you know which technology is right for you, right now?

Fortunately, because it’s our goal to support you on every step of your coaching business journey, this month we’re offering you a powerful (FREE) opportunity to get our expert guidance to help you decide, so you can save money AND minimize technology-related stress.

But first, we want to share a quick story with you, because it was the catalyst for offering you this new free resource

Just last week, one of our valued clients—a startup coach who hadn’t even launched her business yet—was totally overwhelmed. Even though she hadn’t started marketing her business or signing clients, she had purchased all of the following technologies to help grow her business … because her mentors used them: Lead Pages, Infusionsoft, Coaches Console, Click Funnels… and a few others.

These cost her a pretty penny, to say the least. For example, just ONE of the technologies was costing her $6300 over 18 months! Here’s the kicker: she wasn’t even using it, because she wasn’t in a place yet in her business where she actually required all of its capabilities. (Yes, there IS a time when all of these technologies are helpful—but it’s much later; not when you’re in startup mode.)

She was attempting to leap the Grand Canyon … when what she needed to do was build a bridge and cross it one step at a time.

So, we had a great discussion, and we brought her back to “Start Up” phase—which we call Business Model 1—and told her what she actually needs, out of everything she had purchased. Needless to say, when she saw how much she could save – and spend elsewhere in her business – she was thrilled. She felt relieved because she understood the “when and why” of implementing those technologies … and her confidence increased because she understood exactly what she needed, now, and how to use it to get to the place where she may need other technologies.

So, how does this happen? How do so many start-up coaches end up wasting money on technology they don’t need?

Well, as we mentioned before, many startup coaches work with mentors, and their mentors use and recommend technology.

The problem: startup coaches are NOT in the same place in their business as their mentors are.

To put it simply, just because your mentor uses a certain technology doesn’t mean you should use it, too. (I guarantee they weren’t using everything they have now when they first started out – and you shouldn’t, either.)

Furthermore, just because you buy a certain, more advanced technology early on does NOT mean you’ll create faster, bigger results. In fact, doing so can actually work to the contrary, because it can cause even more overwhelm and slow your progress down, as you struggle to figure out how to use everything you have.

Plus, you likely don’t have the team support you need to implement everything yet – which means you end up paying for technology you don’t even use.

This is an epidemic in our industry – we see it time and time again – and that’s why we’re on a mission to cure it!

It’s time to stop the madness.

To start, we’ve created a list of the 3 most common types of coaches we work with (listed below). Once you’ve identified which type of coach you are, we invite you to review the special diagram we’ve created to help you identify which technology will most benefit you, depending on the phase of business you’re in, right now.

Types of Coaches:

  1. The startup coach. This overly-enthusiastic coach is buying every type of technology she can get her hands on, mostly because she sees successful leaders or mentors using it. She’s in technology overload, confused because she has redundant technology and she isn’t sure which to use now, and which to use later.
  2. The established coach. This coach adds advanced technologies to his business WAY too early because his mentor is using them, but he isn’t even sure how they fit into his business and he doesn’t have the team to run it. Therefore, he’s not using all of it—and of the technology he is using, he’s not using to its full capability.
  3. The deer-in-the-headlight start up coach. She’s a self-proclaimed technophobe and avoids technology at all costs. As a result, she has a difficult time organizing herself, reaching clients, and supporting more than just a handful of people, so she’s making minimal money.

Once you know which type of coach you are, review the following diagram:


Now, you know we don’t give you information without giving you steps you can take right away to move forward, right?

So here we go:

Action Steps

  1. Take a moment, right now, to list out all the technologies you currently have.
  2. For each technology, calculate your cost per month.
  3. Add these numbers up, and then multiply the total by 12 to determine how much you’re spending each year on technology.
  4. Pick yourself up off the floor, shake away the shock, and keep reading. 😉
  5. Review the diagram above again, and use it to evaluate which technologies you need to keep now, which ones you need to ditch completely, and which ones to cancel or postpone for a future business model… for the next stop in your business’s evolution.

What we have discovered by working with thousands of coaches is that this technology confusion can be the greatest stumbling block to having a financially successful business.. We hope you can reap some real benefit by reviewing these questions and discovering where you are in the matrix…Here’s to getting the world coached with fun and profit!


Posted in: Business Operations

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