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My 5-Step Formula for Finding New Clients (Even If You Don’t Have a List!)

You are READY.

Ready to live your mission: transform lives by doing what you do best – coaching.

And you’re excited, right? To get out there … find clients … kick ass!

But then your enthusiasm is tempered, when you think … but … how? Where are the people you can help? How do you find them? Where do you even start getting leads, especially if you don’t (think) you have a list??

I hear these questions ALL the time from new coaches who can’t wait to get their business up and running – and it’s true: if you don’t have clients, you don’t have a business. And without a business, you don’t have the income … and without the income, you don’t have … well, food on the table. Right?

I get it.

And that’s why today, I’m answering the BIG question: HOW do I get clients?

But do me a favor … read this one all the way to the end. (It’s important!)

Without further ado, here is my 5-Step Formula for Finding New Clients (Even If You Don’t Have a List!)

1. Nail Your Niche

Choosing a collection of people that are facing similar challenges and wanting the same results allows you to fine-tune your marketing, to make it laser-focused and effective. (Think of it this way: if you seek transformation of any kind, do you respond to people or services that market to everyone? Claiming to be able to help anyone with anything? Or do you feel more comfortable responding to a person or service that speaks to your specific problem?)

When you nail your niche, you speak to the people who need your gifts. You become known for something and then let them find out about what else you offer. It also enables you to support your clients on a deeper level.

And it doesn’t put a cap on your revenue either. I promise you, there are people out there who need you, and there are plenty in almost every niche.

Exercise:

When it comes to nailing your niche, it’s critical to identify a specific set of challenges your coaching can overcome, and results it can achieve. Then, you find the people who face those specific challenges, and desire those specific results. And better yet, they start to find you!

So get out a piece of paper, and start writing! Get crystal clear around the challenges you hope your clients overcome, and the results you help them get.


2. Identify Your Top 10 Strategic Referral Power Partners

The power is in the partnership! (Well, there’s a whole LOT of it there, but we know the power is really in the coaching!)

Most coaches focus their attention on finding one client at a time (which often contributes to the feast or famine model). But not only does that become exhausting, fast, but it also means that you’re spending a whole lot of time on your marketing and sales … which means you’re spending less time coaching.

Why not let others help you grow your business, so you can really make the impact you want to?

Spend a bit of time up front identifying who else (coaches, experts, speakers) serve your ideal client in a different way than you do.

When you can align with these Strategic Referral Power Partners, you can get your message in front of dozens, hundreds, or even thousands of your ideal clients, all at once! That means you can increase your exposure, grow your list, and connect with people you otherwise wouldn’t ever get to meet – and help.

Exercise:

Go back to your piece of paper, and begin brainstorming. First, create a list of 10 professions that would be ideal partners. Then, go through your contacts or ask people you know to introduce you to people in those professions. Do a keyword search online, and then search the high results for people who specialize in the same type of work you do. Make a list of names.


3. Create the Perfect Lead Magnet

You don’t have to have an email list to get new coaching clients – but you want to start building one, because that’s how you nurture your prospects into clients. So when you’re networking, or when visitors come to your website, you need a way to capture their name and email address – and the best way to do that is to give something with value away to new prospects, as a gift. (And yes … THIS is the power of a “lead magnet”!)

A lead magnet can be an infographic, a template, script, chart, white-paper, eBook – you get the idea.

The key to a creating the Perfect Lead Magnet is that it contains education-based content that provides valuable insight, tips, and/or resources to help your ideal prospect immediately, and that begins to create momentum in that person’s journey toward his or her desired goals and results. When you give a gift like that, it also builds trust with your new contacts, and turns pressure selling into prompting!

Exercise:

It’s time to start thinking of what you can offer new prospects! Continue your brainstorming process on paper: it’s proven that writing down your ideas and goals increases your chances of achieving them.

What does your ideal client need – and how can you give them something that can immediately help them achieve? What can you create and share, that begins to address their biggest, most urgent problem? Share tips, resources, templates and anything that will help them move through those challenges and create momentum forward.


4. Gather Existing Contacts

Think you don’t have a list? No one who would even want your Perfect Lead Magnet? I bet you have more than you think!

Exercise:

Go to the various places in which you have your contacts scattered (consider them all: Gmail, Yahoo, Excel, Outlook, your smartphone, Facebook, LinkedIn, that pile of business cards on your desk).

Go through every single one and start a list of anyone you think would be helped personally OR by sharing your work with their clients, friends, or family members.

Once you’ve made your list, you’ll want to reach out to them with a friendly, warm “Dear Jane” letter. Let them know what you’re up to, how you help people, and share your lead magnet with them. Be sure to directly ask them to share it with anyone they think would benefit from it, by giving them the link to your Perfect Lead Magnet opt-in page. (Make sure that’s clear … this is how you gather prospects, right? By asking them to sign up for your Perfect Lead Magnet.)

Make sure it’s personal – these are your contacts, and they’ll love hearing from you! Share a bit about your personal life, too, and let your personality shine through!


5. Connect with Others

Instead of sitting behind your computer, isolated, get out and get connected! Trust me, being an introvert, I know it can be tempting to stay in the comfort of working from home, but you’ve got to get out there! So, here are a few ideas for you:

  1. Join a local networking group. Find one that meets regularly, so that you can connect with other professionals to find new leads and referrals. And be a giver! Be on the lookout for any opportunity that allows you to bring value to the group in the form of masterminding, providing new leads, and offering constructive feedback.
  1. Offer your expertise as a guest blogger. Make sure the article you share fits with the purpose of the blog you will share it on, and offer something that readers will get tons of value out of. Guest blogging is great, because you can share your expertise and grow your brand by tapping into someone else’s audience! (And at the end of your article, you can link to that Perfect Lead Magnet you’ve created … ta-dah! New prospects, new nurturing … new leads, new clients!)
  1. Join LinkedIn or Facebook groups and answer questions about your niche – get visible, and connect! Create profiles in those platforms, and make sure the information you provide is up-to-date. Import your contacts, and connect with as many people in your network as possible. Then you can share your blog posts, website, and other interesting content directly to your LinkedIn/FB newsfeed.

And there you have it! You ask how to find and get clients, and I answer!


BUT HERE’S THE THING:

If you don’t know WHAT to DO with your clients once you get them, all the “How to Get New Coaching Client” tips in the world aren’t going to help you grow your coaching biz.

Nope – not one bit!

You have to have the back-end of your coaching business ready to support your new clients – in an exquisite way – to make the difference – and the income – you want to make.

It’s simple, right?

Once you go through the steps above, you’ll have a warm lead right there in front of you … and the what?

Setting the BACK end of your business up BEFOREHAND is the difference between running your business sporadically – reactively – at best, and growing a successful, profitable business that is scalable to what you desire.

So let me ask you:

Which technique (running out and getting clients using the 5-Step Formula above versus setting up your back end so you have steps and processes already in place – automated, even! – to nurture the leads you get, so they become clients) can YOU most relate to? Which is more appealing to you, any why?

Which makes more sense to be successful?

Comment below – I LOVE hearing from you, and I read your comments! I can’t wait to respond to your thoughts and questions.

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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:

Attract:

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.

Convert:

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

Engage:

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.

Support:

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

Refer:

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!


 

Exercise:

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! 

 

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The Evolution Stage: How to Leverage Your Time and Resources, So You Can Make a Bigger Impact AND More Money

by: Melinda Cohan

This article is the fifth in our series, The Success Path. In the first article, we explained that The Success Path is a five-stage path coach-preneurs journey, as they go from coach, to startup business owner, to CEO. To navigate the journey successfully, it’s important to complete each stage before moving on to the next. In the exercise at the end of the first article, we helped you identify where you are now on The Success Path, and what you need to do to continue on this journey to whichever stage you consider your final destination. In the second, third, and fourth articles, respectively, we went into depth about The Declaration, Transition, and Attraction Stages: what they are, what you may face when you’re in them, and what you must do before moving on to The Attraction Stage. We recommend reading the previous articles in this series here, before reading the article below:

Article 1: The Start-Up Entrepreneur’s Success Path: The Critical Process of Mapping Your Route to Success

Article 2: The Declaration Stage: Commit to Creating the Success You Dream About

Article 3: The Transition Stage: Where the Magic—a.k.a. Preparation—Happens

Article 4: The Attraction Stage: Avoid Overwhelm and Prep for the Magic


 

If you’re like so many of the coaches we work with, you’re passionate about making a difference. You want to guide people to creating transformation in their lives, and the more, the better!

But you’ve gone into business for yourself because you’re seeking balance. You want to be your own boss, make your own hours, and experience the freedom of business ownership.

You may wonder if you can make a big impact and experience that freedom, at the same time.

At The Coaches Console, we are firm believers that you can – when you have the right systems in place.

When it comes to The Success Path we outlined in the first article in this series, that’s what the fourth stage, the Evolution Stage, is all about: leveraging and growing your business.

It’s about reaching a greater number of people—expanding your impact—while working less and earning more money.

Your focus during the Evolution Stage is to create and implement the tools, resources, and materials necessary to bring automation to your business, add additional revenue streams, and work fewer hours … all while working with more clients, supporting them in exquisite ways, and earning more money.

Yes! This is the sweet spot!

What you may be experiencing if you’re in the Evolution Stage:

As startup coaches traverse the Evolution Stage, they’re gaining momentum and confidence!

You have your online Client Agreement in place, as well as systems for managing and tracking your payments and finances.  You’re converting a majority of your sample sessions, and you’re supporting your clients. They’re experiencing great transformation, and you’re receiving incredible testimonials and case study stories from them. Things are moving along in your business, and you’re feeling great about the lifestyle and business you’re in the midst of creating.

Now, it’s time to leverage!

The Evolution Stage is all about applying the “wash, rinse, repeat” concept to your business—so that many aspects of your business can run on autopilot.

To illustrate the feelings you may be experiencing, I’d like to share a few snippets from conversations I recently had with startup coaches who are in the Evolution Stage.

“I’m missing upcoming goals and deadlines for clients.”

“I’m starting to lose clients because I don’t have a system that keeps them engaged.”

“If I do my job well as a coach, I coach myself out of a client. I don’t know how to keep clients coming back for more when there are so many other ways I can support them.”

“I just don’t have enough time to get everything done.”

“I love the work I’m doing and I want to keep working with more and more clients, but I just don’t see how that’s even possible; I don’t have enough time!”

“I feel like there are a ton of missed opportunities that I just can’t take advantage of because I just don’t have the time.”

What you should know:

If you want to continue to grow, you can’t do it alone. Leverage your time. Get support!

Many coach-preneurs in the Evolution Stage continue to do everything on their own, from marketing to scheduling to invoicing to meeting with clients. As they begin to offer group programs, they still do everything on their own.

To these people, we say: stop! There simply aren’t enough hours in the day for you to do it all. It’s time to get help.

This is precisely the time in your business when it is critical leverage your time. How? Get help! Hire a certified VA, a bookkeeper, an accountant, and so on.

Now, we’re going to walk, step-by-step, through the three core components of successfully traversing the Evolution Stage, so that you can truly leverage your resources – specifically, your most valuable resource: time.

Here we go!


 

The three core components of the Evolution Stage include:

Giving Your Clients Exquisite Client Support.

Exquisite Client Support empowers clients to create new habits, and therefore, to experience real transformation!

A hobbyist’s approach to supporting her clients is just showing up for the coaching sessions and providing great coaching. As a business owner, you realize there is more to being a coach-preneur than simply showing up for coaching.

You want to provide support to your clients before, during, and in-between sessions.

Furthermore, you want to leverage your time so that you can work with more clients in less time, and earn more money.

So the Evolution Stage is not only about offering Exquisite Client Support; it’s also about doing so in a way that doesn’t take up more of your time. Although that may sound tricky, it’s not.

It’s all about streamlining and automating the support in a secure and confidential way.

The key to streamlined, automated Exquisite Client Support: replace email with a private client portal.

Many startup coach-preneurs use email to share documents and forms, provide resources, and support their clients. Traditional email is not dependable, secure, or confidential. It’s time consuming, too, and it requires you to work harder to engage and support your clients.

That’s why we consider the private portal the backbone of Exquisite Customer Support. The private client portal is a secure, confidential place where your clients can get everything they need (a welcome packet, intake forms, scheduling information, session notes, homework, and more). This allows you to automate the delivery of any and all materials they need, when they need them. Plus, it gets your client organized, which ultimately ensures they get better results on the investment they made with you.

With a great private client portal, you can:

Include a session prep form that supports your clients in preparing to make the most of their coaching session with you.

Provide content and material to clients, to support them during their transformational experience.

Provide a recording of each session, as well as a post-session recap form that supports clients in integrating what they learned into their daily life.

Allow clients to schedule (or re-schedule) sessions to avoid the back-and-forth email nightmare that can sometimes occur.

Provide a secure way for clients to have access to you between sessions for “just-in-time coaching,” whether they want to share celebrations and big wins, seek support on urgent challenges, and upload material for you to review.

The bottom line is that a private client portal allows you to be extremely professional with your clients … and it frees up your time to focus on revenue-generating activities, including coaching more clients.

Here is a real-life illustration of the results you experience when you switch from using email to using a private client portal to offer your clients that Exquisite Client Support:

“I was trying to make it all work with Word and traditional email—or snail mail—and it was too cumbersome and time consuming for me and for my clients. I chose Coaches Console because there were so many details and I needed a single, secure online place to keep track of them. The Coaches Console helped me build my business more easily, and it now allows me to do more of the coaching and less administration. My clients and I stay connected between our sessions, in a way that is more secure and personal than we could with regular email. I don’t have to remember to send them a welcome packet; my system does it for me. And it gives my clients everything they need to know, in bite-sized pieces. It stops the overwhelm for my clients, and I notice they are applying the information more consistently than before, which helps their progress.”

When you’re in the Evolution Stage, you spend less time on the back end, administrative tasks, and technology … and more time on coaching!

Now you’re prepared to work with a greater number of clients in the same amount of time. In other words, you’re prepared to have a greater impact while enjoying the freedom and flexibility of the Entrepreneurial Dream!

 

Getting More Clients.

This is where the “wash, rinse, repeat” concept comes into play. During the Evolution Stage, you continue to research how effective your lead generation tools are, and make the necessary modifications to ensure it’s bringing in ideal clients who are ready to work with you.

You can continue to provide free resources, fill your funnel through various marketing activities, and take prospects through your sales funnel from free gift to sample session to enrollment conversation to onboarding to engagement.

Just keep workin’ it!

Pretty soon, you’ll reach your desired number of clients and/or the level of revenue where you want to be, while working the number of hours you want to work.

 

Leveraging Your Time.

As we mentioned at the beginning of this article, many coaches go into business for themselves because they want to make an impact while enjoying the freedom and flexibility entrepreneurship provides.

Of course, there are countless definitions of “success.” Some coach-preneurs simply want to supplement an existing income, while others want to make six figures.

That’s the awesome thing about the Evolution Stage: this is where you get to decide what YOUR version of “success” is, and leverage your resources accordingly.

There’s one thing most definitions of “success” have in common, though: making more money while working fewer hours, so that’s why we’re sharing some of the best ways to leverage your time, here:

  1. Hire other people to take on the tasks that are not in your zone of genius. The most common first hires are a bookkeeper and a VA (Virtual Assistant).

When you’re a startup coach-preneur, it may feel difficult (or even impossible!) to think about paying someone else to do tasks that you could do yourself (even if you’re mediocre at doing them). But don’t you want to free up more of your time? When you invest in someone who is highly- proficient at those tasks, it takes them a fraction of the time that it might take you to do it.

I know, because I’ve been there (Melinda, here!). When we first started The Coaches Console, I did all the books and financial tasks for our business. I was pretty smart about it, and I could manage QuickBooks. Initially, this was necessary, because we just didn’t have the money to pay someone else to do it.

Then, we bumped into that moment: the moment where we realized I needed to spend my time marketing, networking, and selling. The more time I spent on the books and financial reports (which, of course, are vital), the less time I was marketing. So we were saving money by not paying someone to keep track of our books, but we were likely losing money in terms of bringing in new business.

Long story short, we hired a bookkeeper. And it took her 20 minutes to do what it had taken me half a day to do! True story. Not only was our cost low in hiring this bookkeeper, but it freed up a significant amount of my time to spend marketing, networking, and bringing in more clients and money.

  1. Create leveraged programs.

As you work with more and more clients in a one-on-one setting, you’ll naturally find yourself repeating some of the core, basic teachings and inquiries that you provide to your clients.

This is an indicator that you’re ready to create a group program so you can put multiple people in the same room (literally or virtually) and address these commonalities to the group all at once.

Now, many startups feel stumped when it comes to creating content for group programs.

But once you’ve worked with lots of clients one-on-one, you’ll be gathering research about the best process to move your clients from Pain Island to Pleasure Island effectively. Then you can easily compile that learning into a group program and work with multiple people at once.

That being said, to leverage your time, take the common questions, exercises, analogies and resources you encounter during your one-on-one sessions, and turn them into:

A DIY (Do-It-Yourself) or home study course your clients can take themselves through.

A group coaching program.

Teleclasses or webinars.

Mastermind groups.

Bootcamp programs.


 

Exercise.

The Evolution Stage is all about leverage. So here is an exercise for doing so:

Step One. Review and analyze your last five to ten clients. Jot down what their challenges were, what their desired outcomes were, what kind of challenges they brought to your sessions, which coaching questions you asked them, and which resources you shared with them.

Step Two. Use those commonalities to create group programs.

Evolution Stage Mantra. To Leverage My Time, I Need Support.

Complete the exercises in this post, and enjoy the entrepreneurial freedom you work so hard for! If you’re interested in stepping out of your business to work ON it, rather than IN it, you may eventually choose to move on to the next stage, The Expansion Stage. (This is where you scale your business so that you can work minimal hours while making more money and a broader impact! FREEDOM!)

 

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The Attraction Stage: Avoid Overwhelm and Prep for the Magic

by: Melinda Cohan

This article is the fourth in our series, The Success Path. In the first article, we explained that The Success Path is a five-stage path coach-preneurs journey, as they go from coach, to startup business owner, to CEO.  To navigate the journey successfully, it’s important to complete each stage before moving on to the next. In the exercise at the end of the first article, we helped you identify where you are now on The Success Path, and what you need to do to continue on this journey to whichever stage you consider your final destination. In the second and third articles, respectively, we went into depth about The Declaration and Transition Stages: what they are, what you may face when you’re in them, and what you must do before moving on to The Attraction Stage. We recommend reading the first, second, and third articles here before reading the article below:

Article 1: The Start-Up Entrepreneur’s Success Path: The Critical Process of Mapping Your Route to Success

Article 2: The Declaration Stage: Commit to Creating the Success You Dream About

Article 3: The Transition Stage: Where the Magic—a.k.a. Preparation—Happens


 

To illustrate the importance of preparation when it comes to the Attraction Stage, I’d like to paint pictures of two different scenarios for you.

Scenario One: It’s Monday, and you have a ton to do. You have to take the kids to school, then go grocery shopping. After you get home and put the groceries away, you have to put dinner in the slow cooker, make a few quick calls, and then go pick up the kids and take them to their track meet. Here’s how it goes down: you wake up late because you hit Snooze on your alarm. Then, you rush to get the kids ready, and barely make it to school on time. Because you were running behind, you didn’t have time to clean out the trunk of your car from all the weekend shenanigans. Now, you don’t have anywhere to put groceries, so you have to rearrange the car to make space. When you get home, you realize the fridge is full and you have to throw away some leftovers before cramming the groceries inside. You’re now running behind, so you throw the ingredients in the slow cooker and hope you’ll have time to make those calls tomorrow.

Scenario Two: It’s Sunday, and you know you have a ton to do tomorrow. You have to take the kids to school, then go grocery shopping. After you get home and put the groceries away, you have to put dinner in the slow cooker, make a few quick calls, and then go pick up the kids and take them to their track meet. So, you take a few minutes Sunday to have the kids help you empty out the trunk of your car, so you have room for the groceries in the morning. You set up your slow cooker and clean out the fridge. You set your alarm so you can get up 15 minutes early. Here’s how Monday goes down: Even though you hit Snooze, you still have plenty of time to get the kids ready and get out the door on time for school. You get to the grocery store and put the groceries in the trunk before driving home to put them away in your cleaned-out fridge. You have a few minutes to spare, so you make your phone calls before putting dinner in the slow cooker. Then, you have a few minutes before leaving to pick up the kids, so you check off an item from Tuesday’s to-do list.

So, what is the key difference between these two scenarios? Scenario One forced you to be reactionary, right? Whereas in Scenario Two, you were proactive. You anticipated issues before they happened, and you saved time and energy because of it.

When it comes to The Success Path we outlined in the first article in this series, that’s what the third stage, the Attraction Stage, is all about: proactively attracting clients to your business.

It’s about being prepared to have those enrollment conversations.

Your focus during the Attraction Stage is to create and implement the tools, resources, and materials necessary to enroll and onboard new clients.

What you may be experiencing if you’re in the Attraction Stage:

As startup coaches traverse the Attraction Stage, they’re gaining momentum as they put into place the systems for growing their business.

You have all your contacts organized into one place, and you’re equipped, confident and ready—no, prepared!—to get clients! You’re clear on your commitment to pursue your dreams, and you have a thorough understanding of the best practices you need to set up to start and run your business.

This is where overwhelm can creep in, if you don’t have the tools you need. It’s also where things really get exciting. It’s where you finally get to start working with people, making that impact about which you’re so passionate.

So, ARE you ready?

To illustrate the feelings you may be experiencing, I’d like to share a few snippets from conversations I recently had with startup coaches who are in the Attraction Stage.

“I don’t know how to brand myself so I don’t even know how or where to start to get clients or market my business.”

“There are a lot of ways to attract clients; how do I know which one to choose?”

“I know this sounds silly, but I just don’t understand how to get clients; when someone seems interested in what I’m doing, what do I do next?”

“I’m trying to create a marketing plan that is consistent without being overwhelming.”

“I hate marketing, I just ignore it!”

“I need more confidence and a specific marketing plan to connect with prospective clients.”

What you should know:

It is critical that you’re proactive!

Many coach-preneurs in the Attraction Stage are reactive when it comes to enrollment conversations. This is where they get into the “Oh, Crap! Now What?” business model, and they’re forced to scramble behind the scenes to figure out how to get the results you need. This is a stressful way to find clients and build your business, to say the least.

That’s why the key here is to put your client agreement and onboarding process in place BEFORE you show up for the enrollment conversation, so you’re able to leverage the “yes” when someone decides to work with you.

If you don’t have these things ready to go, a new client may have to wait hours – or even days – until they’re officially onboarded. That means you risk creating a time gap that allows their gremlins creep in, causing them to get cold feet. On the other hand, when your client agreement, welcome packet, autoresponders, and client portal are in place and automated, everything is seamless, and your new client experiences immediate engagement … and you can leverage his or her, “yes.”

This stage is all about the enrollment conversation. While some startup coaches refer to this as a “sample session,” “discovery session,” or, “initial consultation,” the focus of this session is to get them to a solid, confident decision about what their best next step is.

Yes, you will provide some coaching and value during this conversation, but the point isn’t necessarily to get them to hire you; it’s actually to tap into your greatest skills as a coach and support these people in gaining clarity on their next steps.

Specifically, it’s about you guiding them to clarity about where they are now, where they want to be, and identifying how committed they are to making the decision to get the results of which they’ve dreamed—which is the heart and soul of an enrollment conversation.

So many coaches show up for sample sessions thinking all they need to do is great coaching. But this is more than just a conversation! There is more to be done behind the scenes to facilitate an effective enrollment conversation.

That’s why, now, we’re going to walk, step-by-step, through the six things you must have in place during the Attraction Stage, to ensure you’re fully prepared for kick-ass enrollment conversations.

Here we go!


 

Six things you must have in place to move through the Attraction Stage effectively:

An easy way for prospects on your contact list to book a sample session with you when they’re ready.

An ability to send appointment reminders. These appointment reminders should:

Be branded, so you create brand consistency.

Be specific, so there is no question about who is contacting whom, at what time, and in which time zone, as well as on which platform (phone, in-person, Skype, Zoom, Bridgeline, etc.).

Include a quick link to an easy session prep form to help your prospect get organized in advance, so they can make the most of their session (this also serves as a filter to ensure you spend time only on those people who are committed to showing up!).

An ability to file the information from the session prep form (above) into the prospect’s client notes so that you, as the coach and sales person, can be prepared in advance for the upcoming conversation.

An online client agreement at the ready, in advance of the sample session, so you can leverage a “yes” when your prospect is ready to get started. This client agreement form should include:

An electronic, “I agree” button, so when a prospect says, “yes,” you can immediately move him or her into action, supporting the decision to go for getting the results they most desire.

An easy way for you to ask for and receive money from your new client so you can leverage his or her “yes.”

An automated onboarding sequence that gets them engaged. This should include autoresponders that deliver the welcome packet and any other welcome emails!


 

Exercise.

The Attraction Stage is all about getting organized before you attract clients. So here are four steps to doing so:

Step One. Set up an online calendar where prospects can book their sample sessions. Be sure that it incorporates automated, branded appointment reminders that are time zone specific.

Step Two. Create a session prep form that asks your prospects five simple questions, so they can prepare, and so you can prepare (by reviewing their answers).

Step Three. Set up an online client agreement with an electronic “I agree” option.

Step Four. Integrate an easy, automated payment option for your new clients to get started as soon as they accept your online agreement.

One quick note here, before you take action on this exercise: when you use various technologies to implement each of these elements, overwhelm can get pretty intense. The more technology platforms you use in your business, the more of your time, money, and attention is put into managing the back end of your business, into being the go-between for the different technologies that don’t talk to each other. That’s why we recommend using one, integrated platform that can accomplish all of these things, so the back end of your business can operate like a well-oiled machine.

Please allow us a moment to brag:

The Coaches Console is that platform: it integrates all these elements in one place and makes it so easy for coaches to streamline and automate all of these very important pieces—without overwhelm!

Attraction Stage Mantra. When Preparedness Meets Opportunity, Success is Inevitable.

Complete the exercises in this post, and then move on to the next stage, The Evolution Stage. (This is where you onboard your clients and give them the exquisite customer support they need to create the results they want—and to become your raving fans!)

Watch your inbox for the next article in this series, which gives you everything you need to know about navigating The Evolution Stage.

 

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The Transition Stage: Where the Magic—a.k.a. Preparation—Happens

by: Melinda Cohan

This article is the third in our The Success Path series. In the first article, we explained that The Success Path is a five-stage path coach-preneurs journey, as they go from coach, to startup business owner, to CEO.  To navigate the journey successfully, it’s important to complete each stage before moving on to the next. In the exercise at the end of the first article, we helped you identify where you are now on The Success Path, and what you need to do to continue on this journey to whichever stage you consider your final destination. In the second article, we went into depth about The Declaration Stage: what it is, what you may face when you’re in it, and what you must do before moving on to The Transition Stage. We recommend reading the first and second articles here before reading the article below:

Article 1: The Start-Up Entrepreneur’s Success Path: The Critical Process of Mapping Your Route to Success

Article 2: The Declaration Stage: Commit to Creating the Success You Dream About


 

 

If you were going to build a house, how would you start? Would you declare, “I’m ready!” and then run out to the unimproved lot and start nailing boards together? If so, you’d probably have a pretty ramshackle shelter, right?

The truth is, if you were going to build a house, you would first create a plan. Then you’d lay a foundation, right? A foundation gives your house a solid base on which to stand, so that it will be sturdy and safe!

When it comes to The Success Path we outlined in the first article in this series, that’s what the second stage, the Transition Stage, is all about: building a foundation for your business. It’s about getting prepared.

Your focus during the Transition Stage is to create the components to identify, find, attract, and engage prospects, and implement the funnels, strategies, and best practices to grow your list. Why? Because your list is the foundation for your coaching business.

Many coach-preneurs in the Transition Stage pursue their business—specifically—try to go out and get clients—without knowing, in advance, all the pieces and best practices they need, which results those pieces and best practices drive, and why they’re important.

With the right systems and processes in place, you can lay the foundation—incorporating the various pieces and best practices—for a successful business that is profitable and allows you to make that impact you dream of.

What you may be experiencing if you’re in the Transition Stage:

As startup coaches traverse the Transition Stage, they may begin to gain confidence. Although you know you have a lot to learn, you’ve put in place the pieces necessary to transition from full-time J-O-B to full-time coach-preneur. (Woohoo!)

You’ve got some cash reserves set aside, you know WHY you’re doing this whole coaching thing, and you’re READY to hit the ground running!

If there’s one word to describe you, it’s “enthusiastic,” and that’s great! (But, proceed with caution! More on this in a moment.)

To illustrate the feelings you may be experiencing, I’d like to share a few snippets from conversations I recently had with startup coaches who are in the Transition Stage.

“I don’t know how to reach people or start building a list from the start!”

“I don’t know how to reach people that I don’t already know.

“It seems like I’ve been spending a lot of time doing things for my business every day. I mean, I’ve been busy ALL day. But I dread each week that I still have a lack of prospects, and I don’t have any momentum in this area, so I just keep myself busy hoping something will make a difference and somehow, someone will want to hire me.”

What you should know:

 

There’s a difference between being ready and being prepared.

Preparation brings order to the otherwise chaotic, overwhelming task of building a business. This means you take time, up front, to know what needs to happen, when!

If you don’t, everything feels urgent. You spend a lot of time just keeping busy, hoping something will pan out, and you feel pressured and fearful—and your investments in terms of time, energy, money, and resources may not pay off in terms of the business-building results you want to see.

The very first thing you must do during the Transition Stage is to find and engage prospects so that when you are ready, you can effectively convert them into paying clients. How do you do that?

List building. Your email list is your goldmine: your Number One Business Asset. Hands down, it’s THE Number One Most Important System when it comes to laying that foundation we talked about.

But we’re not talking just any email list. You see, your list is only effective to the degree that its members are:

Made up of your ideal type of client.

Excited and ready to receive the wisdom you have to share.

Organized.

Responsive.

If your list is sloppy, created for the sake of having names in a database or a bigger number about which to boast, or if it’s scattered across multiple platforms, you’ll struggle to have enrollment conversations that lead to paying clients.

Now, we’re going to walk, step-by-step, through the four elements of effective list building, which will ensure you move through the Transition Stage efficiently.

Here we go!


 

How to move through the Transition Stage effectively:

Build a great list! Here are FOUR elements of a great list that converts.

Element One of a Great List That Converts: It’s Made up of Your Ideal Clients.

We mentioned above that the Transition Stage is all about growing your list. To be specific, though, we want you to keep in mind that you must focus on the QUALITY of the list you’re growing. That old adage—quality over quantity—is certainly true, here.

Let’s play a game!

I have built out two mailing lists, and you get to choose one of them to start sending communications to.

List A: The list size is 5,000 contacts, made up of a collection of people who may or may not be similar to the type of ideal client you’d like to work with. It’s in the general ballpark, anyway. These people may not be spot on, but there are 5,000 contacts! When you send out an email offering a free resource, 120 of them might open the email and click through to check it out. And about 60 unsubscribe on each send.

List B: This list has 1,800 contacts. It’s a solid list made up of the exact type of person you’d love to work with. When you send out an email offering a free resource (the same one as above,), 420 of them open the email and click through to check out the resource you’re sharing. And because this list is made up of exactly the type of client you want to work with, facing the exact challenges you can help transform into results through your coaching, only six unsubscribe.

You’d choose List B, right? (Right?!)

Yes, your ego may want the bigger list. It sounds so impressive to say you’ve got 5,000 people on your list! But, what’s more important at the end of the day? Size, or results?

Results!

(If you’re thinking size, you may want to do some self-coaching around your need for your ego to take charge of your business – and I say this with LOVE.)

Transition Stage Pitfall: Letting your ego get the best of you. In an effort to alleviate the fear they’re experiencing during the early stages of their business, many startups allow their ego to get the best of them. They want to make themselves look better by boasting that they have a larger list. But if that list is doing more harm in the long run, who does that really serve?

Bottom Line: When you focus on quality, when you put your time and attention into adding ideal clients to your list, and you’re fierce in protecting the types of people who are on your list, you end up creating a strong list that grows quickly. The people you add to your list want what you have. They tell their friends, and you grow your list faster, with less effort.

You CAN have it all: quality and quantity!

 

Element Two of a Great List That Converts: Its Members Are Excited to Receive What You’re Sharing.

This is where preparation is absolutely critical. You want your list to be filled with your ideal clients, right? Well, how do you make that happen?

You offer them lead generation tools that are aligned with addressing the exact challenges they’re facing, and the transformation you help them experience when it comes to those challenges.

Lead generation tools are free gifts that you give people in exchange for their email addresses. They may take the form of downloads, checklists, free reports, or blueprints. They’re also a great opportunity for the people you DO know—your existing contacts—to refer their friends to you, to give people you DON’T know a taste of the transformation you provide.

Here are five components of an effective lead generation tool – the tool:

1. Clarifies the steps necessary for the ideal client to get out of the challenges he or she has felt stuck in.
2. Conveys an understanding of why those steps are critical.
3. Provides the promise of a different possible future … and how creating those results in their life will positively impact their world.
4. Paints the picture of what it would look like NOT to pursue a path of change (and how this will negatively impact their world).
5. Gives social proof that what you’re sharing actually creates the transformation, or the end results your ideal client desires.

Transition Stage Pitfall: Telling them the HOW. Your lead generation tool should never include the HOW. Explain the WHAT and the WHY. If they want to know HOW to actually go about making the changes, well, they have to hire you to get that information. 😉

Bottom Line: The more clarity that’s present in your lead generation tool, and the more effectively it conveys the information to your contacts, the more ready they’ll be to receive and engage in what you share with them! And, as a sweet bonus, their life will be better for having read it, even if they never hire you!

 

Element Three of a Great List That Converts: Your List Is Organized.

This almost goes without saying … almost. It is SO important that you have your list of contacts organized in one place. You’d be surprised how many people overlook this simple, but major element of list building.

For example, one of my private clients had her contacts scattered across seven different platforms (her smartphone, an old email account, a spreadsheet, Facebook, and a couple others).

This type of disorganization in the back end makes it extremely difficult to communicate with your people … and consider how much time it takes to repeat a single message seven times and send it out seven times in seven platforms!

There are two general ways to organize your contact list when you’re first starting out (and keep in mind that as your list grows and your business evolves, you’ll likely add a deeper level of organization to this segmenting):

1. By status type:
Prospects: your ideal clients, or those who may know your ideal clients.
Hot leads: people who have booked a sample session, are very curious and interested in what you’re doing and how it can help them transform, but haven’t made the commitment yet.
Active clients: paying or pro-bono clients who are actively working with you in some capacity.
Inactive clients: former clients who are no longer working with you.
Buyers: people who have purchased other programs from you, beyond your one-on-one coaching packages.

2. By segment.
• Demographic
• Marketing/networking events
• Referral source
• Niche

The more organized your list is, the better you can communicate the right information to the right people to get the best conversion possible.

Transition Stage Pitfall: Diving into emailing your contacts without first putting the systems in place to organize them and streamline your communication process. Again, this is where preparation is key! The time you take to put all your contacts into one program, and to segment them appropriately will pay off in huge time, money, and energy savings almost immediately.

Bottom Line: Get organized! You’ll be glad you did. Not only will you be able to reach the right people at the right time, but you’ll continuously improve the quality of your list as you tell people only about the things in which they’d be interested.

 

Element Four of a Great List That Converts: Its Members Are Responsive.

A responsive list is a healthy list!

But what does it mean to have a responsive list? It means that when you send out communications of any kind—resources, promotions, referrals, content, a video—you get the best response. People open your emails, click through to the pages you’re linking to, and take the call to action you provide.

Creating a responsive list is centered upon your ability to send them quality, varied information, consistently. That means sending emails that:

1. Are different from one another, and arrive regularly.
2. Share great content.
3. Share great resources (created by you or someone else).
4. Introduce them to another helpful resource—one that helps them overcome challenges that impact their success in the areas where they’re working with you.
5. Provide fun, inspiring, or challenging personal stories so people get to know you outside of business.

Transition Stage Pitfall: Many startup coach-preneurs don’t want to seem “pushy” or “too salesy,” so they shy away from creating regular follow up. They fear being overbearing, so they go to the other extreme, and it’s radio silence, instead.

Bottom Line: While we recommend mixing up the type of content you share with your list (to keep them intrigued and engaged), we also want to remind you that consistency is queen! Send regular communication to nurture your list and build your relationship with its members.


 

Exercise.

As you now know, the Transition Stage is all about preparation.
So here are four steps to getting PREPARED!

1. Go to the various places in which you have your contacts scattered (consider them all: Gmail, Yahoo, Excel, Outlook, your smartphone, Facebook, LinkedIn, that pile of business cards on your desk). Put those contacts all into one central place. For Coaches Console members, this is as easy as importing the contacts from various platforms into one organized, segmented list in your Console System.
2. Group your newly organized contacts/prospects by status type.
3. Group your newly organized contacts/prospects into segments, as outlined above.
4. Send a “Dear Jane” letter, telling all your contacts what you’re up to, the ideal type of client you’re looking to support, and the transformation your services provide. Then, ask them to opt in to your free gift or sign up for your newsletter, if they’re looking for what you have to offer!

Transition Stage Mantra.

Benjamin Franklin said it best: “By failing to prepare, you are preparing to fail.”

 

Confucius said it pretty well, too: “Success depends upon previous preparation.”

Choose one of these and live by it!

In the Transition Stage, the more you can focus on growing a quality list—one that is organized, engaged, and responsive—the deeper you’ll build the know-like-trust factor. When people know you, like you, and trust you, they’ll book a sample session! Then they’ll hire you, re-hire you, and refer you to their friends, colleagues, and family members.

So many startups rush straight to trying to get clients, without taking a bit of time to build a quality list and build the relationships necessary for that sense of trust. After all, that’s what great coaching is – nurturing and supporting and being of service to those we love … and that especially includes the members of your list.

Being in business is a long-term game, and when it comes to coaching, it’s all about taking time to intentionally create a solid, kick-ass mailing list that will bring you results now and in the future.

Complete the exercises in this post, and then move on to the next stage, The Attraction Stage. (This is where you finally get to go out and attract the clients who need your life changing work! It’s going to be epic!)

Watch your inbox for the next article in this series, which gives you everything you need to know about navigating The Attraction Stage.

 

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The Declaration Stage: Commit to Creating the Success You Dream About

by: Melinda Cohan

This article is the second in our The Success Path series. In the first article, we explained that The Success Path is a five-stage path coach-preneurs journey, as they go from coach, to startup business owner, to CEO.  To navigate the journey successfully, it’s important to complete each stage before moving on to the next. In the exercise at the end of the first article, we helped you identify where you are now on The Success Path, and what you need to do to continue on this journey to whichever stage you consider your final destination. We recommend reading the first article here before reading the article below: The Start-Up Entrepreneur’s Success Path: The Critical Process of Mapping Your Route to Success


 

Have you ever jumped off a cliff, or even a diving board, into the water? There’s that moment, when you’re standing there, looking down, hesitating … and then you just do it: you commit. You commit to making that jump.

When it comes to The Success Path we outlined in our last article, that’s what the first stage, the Declaration Stage, is all about: making the deep, soul-level commitment to do whatever it takes to create the success of which you dream, even if, at this time, it seems counter-intuitive or counter-logical (I mean, who jumps off a cliff?!).

If you’re in the Declaration Stage, your focus is to gather what’s necessary to make the move from full-time job to full-time business. That includes having a financial cushion, so you’re able to make the transition without that feeling of desperation that it has to work RIGHT NOW, or you might go under water.

Many coach-preneurs in the Declaration Stage try to go it alone – to figure it all out by themselves. When they begin to get overwhelmed, gremlins creep in and stop any forward momentum.

With guidance, support, and a mentor to show you the way, you can lean in and “borrow” their courage until you locate your own. We’d like to share some of our guidance, here.

What you may be experiencing if you’re in the Declaration Stage:

As startup coaches traverse the Declaration Stage, they may feel nervousness, self-doubt, and trepidation. And it’s understandable! Starting a new business is a huge step out of your comfort zone.

To illustrate those feelings, I’d like to share a few snippets from actual conversations I recently had with startup coaches.

“Melinda, you told me, ‘No brand, no business, no problem,’ but I’m starting to think this isn’t possible and I’m just not ready for this yet. I think I need to figure out a lot more stuff before I’m ready to get going.”

“Melinda, I am scared to death! Like literally, it feels paralyzing to think about moving forward with my business. I don’t think I have what it takes to do this. What if it doesn’t work? What if I go for it, and it fails?”

“I don’t have any money. I need to make some fast, and I want to start my business. Can you tell me how to create a business when I don’t have any money?”

What you should know:

Most startup entrepreneurs, who begin in the Declaration Stage, simply don’t know what they don’t know. And that’s okay—you’re not supposed to know what’s involved to start and launch a business.

All you’re supposed to do at the beginning is make that commitment to learn what you need to know, and to do what you need to do, to build a successful business.

If you’re telling yourself you should know everything, right away, you’re going to feel stressed out and overwhelmed.

It’s natural to feel nervous, so be kind to yourself as you start this journey.

A mentor once told me, “Melinda, you must get profoundly comfortable with the discomfort of being an entrepreneur.”

By being the very thing we are, we naturally live outside our comfort levels all the time! It’s just the nature of being an entrepreneur.

This very nature, which drives our passion, is the very thing that can cripple us if we leave it isolated.

That’s why it’s so important to declare that we’re entrepreneurs at heart, and to dare to live outside our comfort zones … because that’s where our greatest passion and impact lies. And the best way to get comfortable constantly living outside our comfort zones is to surround ourselves with like-minded community, invest in a great mentor who can lead us along the way, and have massive compassion for ourselves. Oh, and make FUN a #1 priority in how we do everything!

So, make the declaration! Make the commitment! Breathe deeply, be present, and get the support and guidance you need to lean into the discomfort of being an entrepreneur. Give yourself permission to keep moving forward.

Now, we’re going to walk, step-by-step, through the three things you should do in the Declaration Stage.

Here we go!


 

How to move through the Declaration Stage effectively:

You may believe that the first thing you need to do as a coach-preneur is to get clients. This is actually backwards thinking! This may sound counter-logical, but getting clients is actually one of the last things you should think about. (Stay tuned for more on this – an upcoming article in this series will delve into this topic more deeply.)

As a coach, it’s important to be and look professional. If you hit the streets and start looking for clients before you’re truly ready, you won’t look professional at all—you’ll feel overwhelmed, nervous, and full of doubt. That’s why we want to make sure you have all the knowledge you need to move through the Declaration Stage effectively! Keep reading to discover the three things you must do during this stage.

 

Get clear on your WHY statement.

Why are you making this jump? Why are you starting a business rather than coaching as a hobby, or working for someone else? What is truly driving you to start a business doing what you love?

Dig deep!

Embarking on the entrepreneurial journey is a giant leap out of your comfort zone and into a cold pool of water! Because you are moving continuously farther outside your comfort zone, it’s easy for gremlins, doubts, and uncertainties to get the best of you. They try to push you back toward your comfort zone.

You WHY statement is like a lighthouse beacon! It gives you direction, as you swat away those gremlins, doubts, and uncertainties … like the very ones I’m getting right now, as I write this post, even though I’ve been in business for 14 years:

  • “What if no one likes this?”
  • “I shouldn’t put this information out there, no one will read it; everyone is too busy anyway.”
  • “This really isn’t going to help anyone get clients; just forget it.”

And then I picture Dahalia or Deni, or Margarita, or Tony and the very thought of the people I’m helping reminds me of my WHY statement, which compels me to keep moving forward.

Your WHY statement carries you through with focus, determination, and consistency as you move forward.

Exercise.

Create your WHY statement. Then frame it and hang it on the wall where you work, so you see it every day. For 14 years, my napkin with my vision and WHY statement has hung on my office wall. I refer to it often as my fuel when I hit doubt and uncertainty.

Then, post your WHY statement in the comments below – I’d LOVE to read it.

 

Get prepared, financially.

Most entrepreneurs operate in the creative, intuitive, nurturing side of their brain, and they often believe structure is limiting. However, in the case of starting your business, organization, structure, and preparation bring about the greatest amount of freedom, and the quickest results.

It’s simple, right?

When you don’t have things organized, and processes defined (and by “processes,” I mean a series of steps you take to get a certain result) in advance, it’s like you’re “shootin’ blind.” I might as well ask you to put on a blindfold, wad up a piece of paper, and hit that goal. You can’t see it – you have no idea where it is – so how in the world will you hit it?

Sure, there’s a chance you might get lucky, and hit the mark.  But why leave it to chance?

When you have a bit of organization, and defined processes and steps already in place, you can clearly see your target goal, you know what it takes to reach it, and you simply repeat those defined steps over and over, to consistently reach your goal.

When it comes to your finances, it would be ideal if you could set aside a cash reserve of three to six months’ worth of your required, necessary, vital expenses (not the nice-to-haves, but the absolutely need-to-haves, like a roof over your head, food on the table, and clothes on your back).

Many entrepreneurs are hoping to leave a full-time J-O-B to start a full-time business, but without a financial cushion, you’ll likely feel desperate, or stuck and filled with trepidation, which may stop you from taking the action necessary to make your business dreams a reality. You’ll quickly run out of time, energy, passion, and money before you realize your goals

So, for a short time, commit to living carefully, when it comes to finances—be diligent in your expenses, protective of your spending and savings—so that you can eventually experience money freedom and momentum.

What if you don’t have this cushion and you can’t create it from your existing situation?

I recommend choosing one of two options:

Option One. Get a bridge job to help you create this cushion. A bridge job is a short-term, often part-time gig that is simple, requires little effort, and allows you to leave work at work. Its sole purpose is to allow you to save up enough money to create the cushion.

Option Two. Talk to your current boss about the possibility of creating a situation in which you go part-time for him or her, so you still receive a consistent income while freeing up some of your time to begin creating your new business.

Either way, looking at your job as a means to an end is liberating, and your situation will no longer feel like it’s strangling you!

Exercise.

Determine your absolute, necessary, fixed expenses each month, and then save $1,000 fast! Then, create and set aside 3-6 months’ financial cushion into a savings account. This may require a simple, part-time bridge job in the interim. This doesn’t delay your pursuits (rather, it catapults you toward them faster).

 

Get prepared, organizationally.

As I mentioned above, many startup coach-preneurs believe they must rush out and get clients, first thing. Taking that a step further, these same coach-preneurs believe that if they’re going to get clients, they need to have an official business—which means they need a business name, a logo, and a website.

Hold it right there.

This, too, is backwards thinking. Yes, creating a website, a logo, and a company name creates a strong business identity. But there are other things you must do before you complete these tasks.

Exercise.

Follow these steps to create a solid foundation for your business identity and brand to stand on:

  • Set up an LLC, S-Corp, or some type of business entity to provide protection for you personally and your personal assets.
  • Open a business checking account. Deposit $25 at a time until you save $1,000.
  • Obtain a P.O. Box for your business.
  • Create a dedicated office space, even if you’re working from home.
  • Schedule intended office hours.
  • Write a business plan that includes your goals for number of clients, revenue, and initial marketing plan.
  • Learn the best coaching business practices necessary to locate prospects, convert them, engage them, support them, and get paid by them.

Again, make the declaration! Make the commitment! Breathe deeply, be present, and get the support and guidance you need to lean into the discomfort of being an entrepreneur. Give yourself permission to keep moving forward, to believe in your dream, and do whatever it takes to pursue your dreams.


 

Declaration Stage Mantra.

As you go through your day, think these thoughts to continue to create magic, strengthen your courage, and keep moving forward.

My timing is perfect! Otherwise I’d be doing it differently.

I’ve never done this business thing. I am not supposed to know what to do, but I can align myself with those who do; and with their support, I am creating big magic and big success, fast!

I am profoundly comfortable with the discomfort of being an entrepreneur.

I am living like no one else so I can live like no one else.

And please share! Post your preferred mantra (from above or one of your own) in the comments below.

Go out there, and create magic!

Complete the exercises in this post, and then move on to the next stage, The Transition Stage. (You won’t want to miss this, because we’re talkin’ list growing, baby!) 😉

Watch your inbox for the next article in this series, which gives you everything you need to know about navigating The Transition Stage.

 

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The Start-Up Entrepreneur’s Success Path: The Critical Process of Mapping Your Route to Success

by: Melinda Cohan

Every start up coach or service-based practitioner must go through the same five steps to reach the point where she or he is running a thriving business.

These steps reflect the 50,000-foot perspective: what your entire journey looks like.

Each of them is a building block on your journey to running a thriving business. So you also can’t “half-ass” them. You can’t ignore them. And you can’t skip any of them! Skipping them to reach the destination more quickly doesn’t equal success. In fact, if you do skip ahead, I can pretty much guarantee that you’ll have to go back and revisit the earlier stages.

A quick note: you know you’re off-roading if you haven’t yet created consistent results from the beginning stages and are already incorporating intermediate or advanced strategies. That is what ultimately creates overwhelm!

Because we love you, and because we love making things easy breezy for you, we’ve put the content we’re covering today into an awesome, beautiful, downloadable chart you can get for free, below.

It’s our hope that by reading the rest of this post, answering the questions at the end, and studying the chart, you’ll be able to see where you are now on a clearly defined path to success, and the journey to where you want to be. This is a visual representation of the idea that you’re moving through a process.

Side benefit: your world will feel less overwhelming or chaotic, because you won’t be spreading yourself too thin, trying to accomplish too much from too many stages, all at the same time. This approach takes enlightened discipline and a diligent commitment to yourself and your dreams (and it’s so worth it!).

So go ahead! Download your chart here, and then come back and keep reading (we’ll wait for you):

Where Are YOU On The Success Path? <<< Download Your Chart Now

Now, let’s get to the nitty gritty!

First, we’ll describe The Success Path and each of its Five Stages, and then we’ll give you an exercise to help you determine where you are now on the path, so that you know what to do to continue moving toward your dream business as quickly as possible.


The Success Path

As a new business owner, it’s helpful to see the path you’re taking to build your biz. Think about when you use your smartphone to map out your route to a particular destination. You enter your current location, and then your desired destination. Then, your mapping app calculates your route, and shows it to you.

Clear. Easy breezy. Right?

Why is it then, that many startup coaches or practitioners blindly pursue their passions without knowing, in advance, the route they’re going to follow, or the path that lies ahead?

When they do, they end up feeling lost and scattered, unsure of how far they’ve traveled, or how far they have left to go.

The Success Path solves that problem by showing startup coaches and practitioners the route they’ll be taking.

Let’s go over each of the Stages of The Success Path now, and then look at how they relate to the learning process.

Declaration Stage

Goal: To make the deep, soul-level commitment to do whatever it takes to create the success of which you dream, even if, at this time, it seems counter-intuitive or counter-logical.

Focus: Gather what’s necessary to make the move from full-time job to full-time business.

Blind Spot: Not creating a financial cushion to bridge the gap from J-O-B to business results. Your cushion should cover three to five months’ worth of essential, fixed costs necessary for survival. This way, you can proceed on the Success Path without that horrible feeling of desperation to make money immediately, like RIGHT NOW. If you can’t set aside the cushion in advance, consider getting a “bridge job”—a part- or full-time, low-stress gig—to help with these expenses as you get clear in your commitment, vision, and goals.

Transition Stage

Goal: To build your list.

Focus: Create the components to identify, find, attract, and engage prospects, and implement the funnels, strategies, and best practices to grow your list.

Blind Spot: Pursuing your business—specifically, trying to go out and get clients—without knowing, in advance, all the pieces and best practices you’ll need in it, which results they drive, and why they’re important; for example, what it takes to find, engage, and convert prospects into clients (Stage 2 is where a coach should focus on collecting names and building a list). Knowing these things brings order to the otherwise chaotic, overwhelming task of running a business. Take time, up front, to know what needs to happen, when. Otherwise, everything feels urgent, and you feel pressured and fearful.

Attraction Stage

Goal: To get paying clients.

Focus: Create and implement the tools, resources, and materials necessary to enroll and onboard new clients.

Blind Spot: Neglecting to prepare for enrollment conversations. Here, “prepared” means having your client agreement and onboarding process in place BEFORE you show up for the enrollment conversation, so you’re able to leverage the “yes” when someone decides to work with you. If you don’t have these things ready to go, a new client may have to wait hours or even days until they’re officially onboarded. That means you risk creating a time gap that allows their gremlins creep in, causing them to get cold feet. On the other hand, when your client agreement, autoresponders, and client portal are in place, everything is seamless, and your new client experiences immediate engagement … and you can leverage his or her, “yes.”

Evolution Stage

Goal: To leverage and grow your business.

Focus: Create and implement the tools, resources, and materials necessary to bring automation to your business, add additional revenue streams, and work fewer hours while working with more clients and earning more money.

Blind Spot: Not getting help and support. As you begin to leverage your time, you need to bring on support in implementing and orchestrating everything in your business, including groups, programs, and events. This support comes in the form of team members: a certified VA, a bookkeeper, and so on. If you want to continue to grow, you can’t do it alone. There simply aren’t enough hours in the day.

Expansion Stage

Goal: To scale your business.

Focus: Build your team, expand into new markets, and work minimal hours, while making more money and a broader impact.

Blind Spot: Attempting to do things in the same way you always have. What got you here won’t get you there. This stage requires you to evolve your internal systems and processes in order to manage the new ways you work with clients, and run your business and team.

Now, let’s look at how these stages relate to the learning process.


The Four Quadrants of Learning

We want to share with you the four Quadrants of Learning; in other words, the process you go through from the moment you launch your business to the moment when you’ve mastered it!

This is important to know because as you move yourself through The Success Path, you’ll go through a learning process—an evolution as a coach-preneur. In addition to knowing how to move along The Success Path, we want you to understand that learning process and evolution, because it will require you to step out of your comfort zone and into the next greatest version of yourself (and as you know, “out of your comfort zone” can feel uncomfortable … which is why we wanted to give you a heads up about what to expect).

These quadrants represent the emotional, behavioral and energetic journey you’ll experience as you move through the stages of The Success path.

Quadrant 1: Unconscious Incompetence. You don’t know what you don’t know, right?  You’re just going through your day, nice and easy. Ignorance is bliss!

Quadrant 2: Conscious Incompetence. You encounter something (an experience, a desire, a dream) that sets you on a new path. You now know what you didn’t know before, but you aren’t sure what to do about it. This is where overwhelm begins.

Quadrant 3: Conscious Competence. This is where you bring understanding and order to the chaos. Because you’re still learning new concepts or strategies, mastery requires discipline and effort. With concentrated focus, you get the results for which you’re working.  Things can be uncomfortable here. Most that are not cut out for the journey of starting and running a business often retreat back to their comfort zones here.  In this stage this is where you become profoundly comfortable with the discomfort of being an entrepreneur. As we mentioned earlier, growth as a coach-preneur will constantly require you to step out of your comfort zone—and that’s actually a great thing as you step into better and better versions of yourself. So it’s time to get comfortable with being uncomfortable (we say this with love!).

Quadrant 4: Unconscious Competence: Habits are formed! What was once confusing or overwhelming is now second nature.


How It All Ties Together

When an entrepreneur first starts down The Success Path, her commitment to starting a business, pursuing her passion, and going for her dreams catapults her out of Quadrant 1 and into Quadrant 2. As she gets guidance and support, she sorts through Quadrant 2 and finds herself in Quadrant 3. And as she continues on The Success Path with continued guidance, support, and accountability (and connected to community), and moves forward toward her dreams and goals, she turns her new actions into habits, moving into Quadrant 4.

The Exercise: Where Are YOU on The Success Path?

Choose one answer – yes or no – to each of the following questions.

1. Are you still in a full-time job?

2. Do you have cash reserves set aside?

3. Have you created your WHY statement?

4. Are your contacts organized into one place?

5. Are you clear in describing your ideal client’s urgent challenges and desired results?

6. Do you have a free gift and lead generation system in place, that consistently grows your list each month?

7. Are you using a New Client Agreement as part of your enrollment conversations?

8. Is your onboarding process in place and automated?

9. Is it easy for you to get paid and track your finances?

10. Do you offer group coaching programs, teleclasses, mastermind groups, etc.?

11. Do you have a team?

Scoring

If you’ve left your existing job and/or have confidently answered yes, with confidence, to questions two and three, you have completed this stage and are ready for the Transition Stage.

Questions four, five, and six relate to the transition stage. If you answered yes, with confidence, you’ve completed this stage and are ready for the Attraction Stage.

Questions seven, eight, and nine relate to the Attraction stage. If you answered yes, with confidence, you’ve completed this stage and are ready for the Evolution Stage, if you want to keep growing.

Questions ten and eleven relate to the Evolution stage. If you answered yes, with confidence, you’ve completed Evolution and are ready for Expansion!


Whew! That is a lot of information, right?

We know it’s a lot to take in, and that’s why this is the first post in a series of posts about The Success Path.

Next, we’ll take a deep dive into each Stage (Declaration, Transition, Attraction, Evolution, and Expansion), so you can learn more about where you are now and what you need to do to move toward Expansion!

This information will be most valuable if you know where you are on The Success Path, so be sure to complete the exercise above before we move on! And meanwhile, don’t forget to download your The Success Path graphic, here, if you haven’t already:

Locate Your Stage, Visualize Your Path <<< Get Your Graphic

 

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Marilla Arguelles, NewTake Films

“I could NOT have done this without the Bootcamp and Support Team’s help!  They’re the best!”

Presenting Bootcamp STAR Graduate – Marilla Arguelles, NewTake Films

Marilla is one of our Top 11 students in this past session—the “cum laude” of the bunch who launched her businesses with our support and who is now thriving!

Marilla offers coaching to public school teachers who want more for their underachieving, underfunded students.

Redesigning Schools (And Jobs)

Pt. 1 of a blog for teachers who are searching for practical ways to incorporate moral and philosophical concerns into modern education.

More and more commentators today, along with the parents of most students, seem to agree that the primary goal of education is preparing students for the workforce. (Hopefully well-paying jobs that offers security and gratification?)

Yet according to the U.S. Dept. of Labor “Today’s average college graduate will have at least 3 – 5 career changes in their lifetime, and 10 – 14 job changes by age 38.”

Generation Opportunity, a conservative nonprofit advocate for millennials, releases a monthly “Millennial Jobs Report” that slices official labor data and tracks unemployment rates for younger workers. From January, 2015 to May, 2016 the percentage of 18 – 29-year-olds decreased slightly from 15.4 to 13.8 percent, still way above the official national jobless rate of 5.4 percent.

So it’s likely that some, if not most, of these unemployed are the same young people protesting the enormous debt they’ve incurred on higher education.

They’re not just temporarily in debt. The Digital Revolution has massively increased job insecurity.

Over the next two decades 50 % – 80% of jobs will be loss to globalization due to increased use of computers and robots.

Pretty shocking, even if you’re someone who believes the goal of education is not job preparation. Someone who believes the goal is the ability to make important choices about our leaders, our economy, resources, and moral issues. Wait a minute, “moral issues”??!!!?? we’re not going to open that bucket of worms, are we?

Well, yes, but not in the popular sense of the term. Who’s questioning the morality of our food supply and distribution, or skyrocketing profits in pharmaceuticals, real estate, and arms sales?

Will Allen is. He’s the former star basketball player turned Urban Farmer who was featured on the PBS Newshour, 2/1/16 and also on the PBS TV series Road Trip Nation on 2/1/2017. Will is the son of sharecroppers who never dreamed he’d go back to farming until he realized that he could create a thriving urban business/job training program in Milwaukee. He’s a genius at providing meaningful education and job training to disempowered youths through community based service learning, not shutting them up in classrooms.

Will founded Growing Power, is a national nonprofit organization and land trust that helps provide equal access to healthy, high-quality, safe, affordable food.

I was particularly struck by the depth and breadth of true education that Growing Power’s Youth Corps provides through its year-round, youth leadership program of very sophisticated, cutting-edge agriculture demonstrations:

  • building and maintaining aquaponic systems,
  • soil remediation through raised beds,
  • hoop house construction,
  • vermiculture, and
  • the operation of Growing Power’s retail store.

Peter Drucker, the “founder of modern management” and recipient of the Presidential Medal of Freedom, predicted that universities won’t survive.  “The Future is outside the traditional campus, outside the traditional classroom.”

Sounds like a good thing. In our next blog we’ll take a look at how two well-established, highly respected schools that provide such nontraditional courses, including tractor driving! One is a prestigious private school for teens in New England, whose boarders pay $55,000/year. The other is a rural Southern College that’s listed on Kiplinger’s Personal Finance’s list of the Top 300 Best College Values of 2017. None of the students pay tuition.

I look forward to sharing them with you and hearing your thoughts about these alternatives. Send them to info@newtakefilms.org, or to me at https://www.linkedin.com/in/marilla-arguelles-6b238aa/

Marilla Argüelles,
For NewTakeFilms

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Marilla Argüelles is the founder of NewTakeFilms, and helps teachers reform and promote public education. As a teacher, artist, and activist, she’s had a full but challenging life, learning a lot (good and bad) about education, the current medical profession, and nonprofit management. Having navigated uncharted waters for most of her projects she knows firsthand how exhausted and isolated teachers can feel, especially when they’re overwhelmed by a lack of resources, and administrators who prioritize test scores over student satisfaction, involvement, and achievement. Learn more about Marilla.

Get your free copy here of Marilla’s Free Gift: 5 Ways to Inspire Successful Service-Learning and Guarantee Student Success. Use Film and Visual Media to Prompt Thoughtful Discussion and Showcase your students at their best

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Kelly Heithold, Wellbeing Connexions

“Must keep moving one step at a time ! [In Bootcamp], I gained clarity on my Niche and now I have a website I am feeling great about.”

Presenting Bootcamp STAR Graduate – Kelly Heithold, Wellbeing Connexions

Kelly is one of our Top 11 students in this past session—the “cum laude” of the bunch who launched her businesses with our support and who is now thriving!

Kelly offers wellbeing coaching that helps stressed out professionals reduce stress, get healthy and have more energy to enjoy their lives.

“Hello? hello? …I think we lost our connection”

Every day we connect with our phone, our internet, our technology. And it can be very upsetting and create chaos in our day when we lose these connections.

But have you lost your most important connections? Do you feel connected within yourself – body, mind and spirit? Do you feel connected to the people and things that matter most to you?

Research has shown that people are healthier and live longer when they feel connected. This connection may be to people, to pets, to meaning and purpose in life or even to nature.

Yet many of our lives are so busy and harried that we don’t have time to connect with what is most important to us and to what makes us feel alive. In fact, sometimes we have even forgotten what IS most important to us and what does make us come alive!

Every day I talk to people who just want to feel better.

They tell me, “I want to lose weight, look better in my clothes, control my stress, sleep better, have more energy, or be healthier so I can be around for my kids and grandkids.”

The bottom line is we all want to look good, feel good and have energy to enjoy our life to the fullest.

The reality is that our world is filled with long commutes, long work hours, pressure to perform and deliver at work, easy access to junk food, automated everything, and a bombardment from technology.

It’s a balancing act to take care of those we love, do a good job at work and try to take care of ourselves. Too many times we are the last on our “to do” list. Believe me, I’ve been there, done that.

I created Wellbeing Connexions to help people make the connections to what it is they need to do to reduce stress, feel healthier and have more energy.

And making successful connections in order to change is not always easy. But if nothing changes…nothing changes. Every journey, every change starts with the one small step.

So I ask you, “What is the smallest thing you can do that will make the biggest difference in your life right now?”

Can you hear me? Can you hear me now? …Can you hear yourself? Are you listening now?

Check out stress reduction, health and wellbeing coaching with Kelly Heithold at www.wellbeingconnexions.com

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Kelly Heithold has a MSE degree in Exercise Science and Education and is a Professional Certified Health and Wellness Coach through Wellcoaches® School of Coaching.  She has taught kindergarten through college level, worked in public health, and managed worksite wellbeing programs for fortune 500 companies. Additionally she has been a health and lifestyle coach for a health management company, coaching individuals at all levels in over a dozen companies and organizations. Find out more about Kelly.

Get your free copy here of Kelly’s Free Gift: Get Calm, Get Clear, Get Control

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Patricia Maples, Executive & Conflict Coaching Solutions

Added 5 new clients during Bootcamp… and is adding a coach to her team to handle the growth in business!

Presenting Bootcamp STAR Graduate – Patricia Maples, Executive & Conflict Coaching Solutions

Patty is one of our Top 11 students in this past session—the “cum laude” of the bunch who launched her businesses with our support and who is now thriving!

Patty offers Executive and Conflict Coaching Solutions.

7 Tips on Surviving the Presidential Transition

I think you will agree that it’s a challenging time for leaders throughout the country, especially for those in public service. While it’s only been a little over a week since President Trump took office, we’ve seen unparalleled discord and friction about new executive orders and decisions across the country, and throughout the world. If you are a senior career executive in the Federal sector, you may be in for a ride. Your job is the retain, motivate, and engage your best performers, especially during this time of transition, hiring freezes, uncertainty as to future staffing levels, and heightened staff emotions. The highest level career executives in your agency will soon, if it hasn’t happened already, be involved in introducing new political appointees to the mission and work of your agency and hopefully together navigate new strategies and policies that will impact your mission, programs and operations. Now more than ever it is time for you to support your career staff by adopting proven disciplines that have stood the test of time during periods of upheaval and uncertainty. You will want to minimize stress.

Here’s a seven tips to help you during these challenging times.

1.  Remember it’s an honor and a privilege to be responsible for important government programs and efforts, and to supervise and be responsible for staff. Below is the oath you took when you first became a civil servant – I, [name], do solemnly swear (or affirm) that I will support and defend the Constitution of the United States against all enemies, foreign and domestic; that I will bear true faith and allegiance to the same; that I take this obligation freely, without any mental reservation or purpose of evasion; and that I will well and faithfully discharge the duties of the office on which I am about to enter. So help me God. 5 U.S.C. §3331. This is truly a profound statement and intention. As an Executive Coach, I challenge you to exemplify the highest standards of personal integrity and conduct so your employees can model your behavior and make you and your organization proud.

2. Stay calm and remember the Federal sector has successfully survived presidential transitions before. Continue to focus on the mission of your organization, rather than on personalities, commentaries, or narratives.

3. Focus on what you can control. Exhibit strong leadership qualities so you can be the best leader you can be. As a career executive, you can use your subject matter expertise and historical perspective when presenting invaluable information up the chain of command to ensure continuity for the programs you have been working or to shape any new initiatives that are introduced.

4. Communicate, communicate, and communicate with your staff. Let them know what you know and what you don’t know. Check in with them regularly, be a listening ear, and offer positive suggestions on how to weather the imminent future. Embrace humor and levity as much as possible.

5. Strive to be a courageous follower, as well as an exemplary leader. Remember all of us are graced with strengths and saddled with weaknesses, regardless of title or educational accomplishments. What can you do to help new arrivals, political appointees or not, navigate the challenges you are facing together? Political appointees often do not have experience working in government or understand the processes that make an agency run. Your expertise and ability to navigate the government terrain is critical.

6. Take time out to facilitate wellness by practicing spiritual and exercise disciplines, and nurturing social and family relationships. Try to work reasonable hours incorporating moments and days of reflection and rest. Encourage your staff to do the same.

7.  I invite you to take a peak at available resource guides that provide detailed information on presidential transitions, specifically the Senior Executive Association’s A Handbook on Presidential Transition for Federal Career Executives.

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Patty Maples is founder and VIP Coach with Executive & Conflict Coaching Solutions. She is a professionally trained Coach, with a background in mediation and facilitation and 25 years of Federal human capital expertise, and possesses a Master’s degree in Conflict Resolution, and pending certification from the International Coaching Federation as an Associate Certified Coach. She possesses an extraordinary human capital background having worked in multiple Federal agencies, including the Executive Office of the President, the National Science Foundation, and the National Institutes of Health, and as an independent entrepreneur. Her niche is executive and conflict coaching, supporting leaders, especially public servants, who are challenged by situations in their workforces that require exceptional interpersonal skills in working with subordinates and colleagues with differing interests and goals. Especially in this time of Presidential transition, she knows first hand that the public sector needs to retain and engage the best and the brightest, and the power of the first level supervisor to make this a reality in each Federal agency. Patty believes people should live their lives with purpose and passion, and loves serving others through coaching, leadership development, and quality of life improvement. She excels at helping leaders identify and meet ambitious goals, resolve differences before they become disputes, and live powerfully beyond measure. Learn more about Patty

Get your free copy here of Patty’s Free Gift: A Handbook on Presidential Transition for Federal Career Executives

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