Episode 246: Simple Ways To Plan And Win Every Week – with April Beach

SweetLife Enterpreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Organize your assets and ideas into a Signature Offer

Who This Episode is Great For:

This is a great show if you’re an entrepreneur in any phase of business who sets out to accomplish a lot, and leave every week feeling like a failure.


You have a lot to do in a short period of time. Add the fact that much of the work you need to complete as an entrepreneur requires training to complete, feeling accomplished evades you. I get it! I’m a pro at planning more than I’m capable and in this show I am giving you the framework I needed to create for myself, so that you can win your week’s too. This is a short episode with simple but big takeaways that can work for all entrepreneurs, even those who struggle to stay focused. I also share my favorite tools for staying focused and how to push through when my mind wanders. 

At the end of this episode you will:

  1. Hack my simple plan to do more in a week than ever before
  2. Know how to pre-plan for failure so it never happens
  3. Free up one whole day

Resources Mentioned:


Sand Timers on Etsy Brain.fm Flora – Green Focus App

SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

Need faster business growth?

Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the SweetLife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach Hey there. And welcome to this week’s episode. This is number 246 and I’m April beach. It’s so good to talk to you again. Forgive my cracky voice. I just got back from funnel hacking live in Florida and just had a million amazing conversations and my voices hurting just a little bit here.

So I hope it’s not too scratchy as we go through today’s episode, because this is really important. I’m so excited to talk to you about simple ways to plan. And when your week, this is going to be a shorter episode with a lot of information and is jam packed for you. And this is important because of a couple of reasons. First of all,

I know you have so many ideas and so many things going on and you want to win every single week, right? You want to go into that week. You want to feel like you just nailed it, right? When is the last time you actually had a week that it was a Friday night or even a Sunday night? And you’re like, man,

I did awesome that week. It usually actually doesn’t happen as often as we’d like or worst case. If it does happen, you’re always one of those overachievers like me, where we never actually stopped to realize we won the week. We’re just looking to the next week. And so I’m talking to those of you who really truly want to win every single week.

And you want to feel good about that and you want to stay focused. So all of the show notes and everything we’re talking about can be found at episode 246 on our website. And our website is Sweetlife po.com. And if you’re new here, it’s so good to meet you. I’m April beach, I’m a business coach and strategist, an online business architect and an offer engineer.

And I work with experts and coaches and consultants. And I have done this for over 25 years. I help you turn your ideas and your thoughts and your assets into high profit, deep impact business reality. And everything we talk about on this show are tidbits of amazing strategies that our clients get when they work with us. And this show is known for giving business coaching that other two coaches charge thousands for.

So I’m so glad to connect with you. Again, everything can be found by visiting Sweetlife co.com. So let’s lay the groundwork of exactly what you can expect at the end of the show. You can expect that I’m actually going to break down our hyper focused weekly worksheet with you here on the show. I’m going to take you through the steps and really break down how that worksheet is laid out.

This is a worksheet that we save for our clients. Only. We actually go through this process, our clients getting them ready and nailing every single week. And you’re talking clients that make multiple, multiple six figures up to seven figures all the way down to starting entrepreneurs that haven’t even launched. Our first product. These strategies are really important for everybody, regardless of where you are in your business.

And we’re going to go through that process and I’m going to share it with you on today’s show. You’re also going to know how to plan for failure and how to overcome that. And it’s a really simple way as soon as I explain it to you, you’re going to be like, oh yeah, totally. I got it. I’m going to break that down for you.

And then at the end of this show, a very special bonus. I’m even giving you all of the tools that I use. Now. These are physical tools. You guys like tools that you can get off Amazon to help you stay focused. And so that you can keep moving forward and sharing with you. Some of my very favorite apps as well,

so that you can totally win every single week. So again, all the show notes are found@twohundredandfortysixonsweetlifecode.com. And if you’re ready, let’s go ahead and dive into this week show. Okay. You guys were talking about simple ways to plan and win every single week. Now, let me give you a little bit of a backstory. I am highly confident that I have undiagnosed ADHD and I probably have my whole life.

I actually love the way my brain works and I love the way that God made me, but I will say it is a bit challenging to stay focused. If you follow me on Instagram, sometimes you’ll see me. We’re all right, posts that sometimes I will literally just find myself that my brain is so full or the work I’m doing is so hard.

I will just wander around in my home. I have a home office and just start looking out different windows. And so winning the week is really, really hard for me. And so I’ve had to come up with a strategy that could kind of bring me back to earth when I start to float away in my mind during the day. And I own for those of you guys that don’t know me,

I actually own five companies. Two of them are my own and three of them are my husband’s. And so we constantly have a million things going on. The only way we can do this and be very profitable and successful in what we do is to win every single week. And so I’m sharing with you that this is a huge struggle for me. And to be really honest,

let’s keep it really real. I don’t win every single week, but this is a proven strategy that I’ve used in that we coach our clients on to come pretty damn close. And so I want to download you on this this week. I totally get the fact that you have so much work that you need to do and complete as an entrepreneur. And here is what is even harder about being an entrepreneur is that most of you are in that first five years of business.

So in order to complete much of the work you have to do, you’re probably also learning how to do that. So you’re not just having to nail the task at hand. You’re having to figure out how to nail the task at hand and why to nail the task at hand. So when we’re talking about accomplishing one thing, there usually are 20 steps to learn how to accomplish that one thing,

which by the way, this is a perfect reason why you should be in our business coaching programs, because we just give you all the steps and the SOP and the template. So you don’t have to go through that. But most people do go through those processes to do all the learning upfront before the executing. And I understand that it might be a slower process for you.

This is why people tend to start out with in the beginning of the week, all these things that you might want to do, and then you get to the end of the week and you don’t feel as accomplished as frankly, you should, because the reality is is you probably did a ton of stuff. So I’m going to show you and break down our framework that I really needed to create for myself.

And now that we use with our clients so that you can win your week too. So let’s first start with my hyper-focused weekly worksheet. Okay? So this is literally one piece of paper that our clients get every single week. And then they get to meet with Kyle Taylor in our other business dream team, expert coaches that are super killer, awesome people at keeping them focused.

And I’m going to unpack this for you here, but literally as you’re listening to this show, I just want you to imagine one piece of paper. And on this piece of paper, there are just three very simple columns. That’s it? It’s not fancy because if we make this paper fancy, then all of a sudden this paper is going to become a task to complete instead of a tool to help you complete the tasks at hand.

So the very first thing that we do in our hyper focus to week weekly worksheet in our meetups is choosing the number one most important task. Now it’s not rocket science, but the reality is, is what task you choose will affect the whole rest of your week. And so let me give you some tips on how to choose that task. And we like to talk about taking a task that by choosing that task,

it makes everything else easier or obsolete. And that really comes from the strategies, taught in a book called the one thing, which we love and recommend for our clients to read. And so it’s really figuring out what is that one thing that I need to do to make EV that makes everything else easier or obsolete. But now let’s go ahead and take it a step a little bit deeper for you.

Okay. Usually now hear me out, raise your hand. I don’t care where you are. If this is you, usually clients have some really immediate fires to put out and then they have some longer-term business blueprints that they’re building out. So we kind of have these two different categories, like the fire and the blueprint, or for most of our clients,

it’s like money. They need to bring in immediately right now, like their kid’s college payment is due or they have to pay their team or, you know, whatever else they just want to make more money. You know, like in this quarter they haven’t had their quarterly budget yet that they wanted to hit. So there’s immediate tasks and there are farther out tasks.

I don’t care which one you choose in your week, as long as it aligns with the cycle of work that you’re currently doing in your business. Okay. But you need to pick one and only one. All right. So number one, if you’re listening to this right now, just say to yourself out loud, what is the number one most important thing that I need to do or nail or complete or build or whatever the verbiage is this week in my business.

And write that down. Number two, you are going to take a second and you’re going to list out the first three to five action steps to complete that task. So the first three to five things you have to do in order to start the process of completing your number one task, and it could be making a decision on software. It could be signing in and checking my email and cleaning out my email inbox.

It doesn’t matter how small it is. As a matter of fact, the smaller, the better when we’re really getting down to the nitty-gritty of how to complete a task. But I want you to list out the top three to five action steps that complete that task. And there could certainly be more than that, but just list out the first three to five.

And then here’s really where it gets important. Step number three is determining what can get in your way or stop you from completing this task. So ask yourself what is one thing that can totally derail me? What is some reason why I might not be able to complete it? Maybe it’s you don’t know how to use the software that you have to make a decision on.

Maybe it’s that you don’t have somebody to help you learn how to run a Facebook ad. Maybe it’s that you’re afraid and you are your problem. You are your block because you’re having to put yourself out there in a way you never have before, but I want you to really figure out what is that brick wall that is going to come up this week and stand in the way of you being successful at nailing this number one task.

And after you’ve identified your brick wall, I want you to list out a plan that you are going to enact when that happens to overcome it. So you need to determine what can get in your way, and you need to make a plan before it even happens to crush that, and that is step number three. And step number four is blocking out the times or one day on your calendar to focus on this one task.

You can take all of the steps in the world, but if you don’t then plug it into your calendar and designate a time that you are going to plug this in, in actually get it done. There’s a really good chance you’ll procrastinate it. And it won’t get done because in most cases, we still even underestimate the amount of time. It takes us to complete something.

One of my very favorite special business mentors, Carrie Wilkerson says, don’t wait until Friday or Thursday, even to start working on your number one task of the week, do it on Monday, Tuesday or Wednesday, because inevitably something’s going to happen. Some kid is going to get sick, or the dog has to go to the vet or you have to catch a flight somewhere you weren’t expecting,

or a client needs you for extra help, whatever it may be that is going to happen until we want you to start it earlier in the week and the first three days of the week so that you can win your week. And so let me recap those steps for you really quickly. This is how we complete the hyper-focus weekly worksheet with our clients. Number one is choosing your most important task.

Number two is listing the first three to five action steps to complete that task. Number three is determine what can get in the way and make a plan to get over that. And number four is to block out the time in your calendar in which you will work to complete this task. Very, very simple. And after you’ve done this for your most important task,

then you have permission to go on and follow these same four steps for task number two, and for task number three in each week, but make sure you do the work for each one, starting with number one and make sure that you complete number one before you start moving on to tasks. Number two and three. All right. So now I promised you,

I would share with you some of the tools that we use behind the scenes and some of the things I’ve learned to use over the years just to keep me focused. So these are literally physical tools and some of them are apps and you’re probably going to laugh at me, but they helped me. And so I thought maybe if they helped me that they might help you as well.

The first one is actually a technique and it’s called a Pomodoro technique and Pomodoros were created by Francisco Cirillo. And I’m sure I’m butchering his name because he’s Italian and I don’t speak very great Italian in the Pomodoro technique as a time management method. And it was developed by Francisco in the 18, excuse me, in the 1980s. So it isn’t that old in the word.

Pomodoro actually comes from the word tomato named after like a tomato kitchen timer. I know sounds really silly, but this is how it goes. These are the in order to complete a Pomodoro, basically it’s a way to stay focused. And I will tell you, I have taught this to my teenage boys when they have so much homework and they have trouble staying focused.

If you do Pomodoros, and if you teach your kids Pomodoros, their homework will become so much easier. It’s a very, very simple thing. So the original way to complete a Pomodoro is in six different steps. So, number one, you decide on what you want to do, the task that you want to complete. We’ve already done that with your hyper-focused weekly worksheet,

right? So you have your task at hand. Number two, you set a timer and it could be a tomato timer in the kitchen or an egg timer I use. And this is one of the tools I was going to share with you. I use a sand timer. I have this old sand hour glass with this beautiful blue colored sand in it.

And you can buy sand timers anywhere. You can buy them from local artists in your area. I love supporting local, like glassblowers and local artists in your town, or you can buy them off Amazon, you know, and you can buy them in different time increments. So Pomodoros usually start out in 25 minute increments. If you’re teaching this to your kids,

or if you’re doing this for your first time, yourself started out at a smaller increment of time, like 25 minutes. When I first started doing Pomodoros, I only could do them for 25 minutes. Now my Pomodoros run 45 minutes, but typically set it for around 25 minutes to start. And during that 25 minutes of time, you’re going to work on that task.

Okay. And you are a hundred, a hundred percent focused on that task. Don’t pick up your phone, you know, try not to even get up to go potty. I mean like that is your time you’re in there a hundred percent. And then when that timer goes off, when that timer ends, even when your work is not done, you have to get up and take a short break.

Typical breaks on the normal Pomodoro routine are five to 10 minutes. So you’re technically taking a five to 10 minute break every 25 minutes. Okay. So you can run these. If you’re only taking a five minute break, then you can run two Tom Pomodoro cycles in a one hour period of time. If you have less than three Pomodoros, you know,

in an hour, if you’re getting things done faster than you can group together, work to complete within a Pomodoro and try to run this cycle of Pomodoros at least three times in a row. So try to do Pomodoro cycle maybe in the morning before lunchtime, or maybe another one in the afternoon, after three cycles of Pomodoros, you need to get up and you need to take a bowl 20 to 30 minute break.

So that’s how we run Pomodoros. It’s literally a time chunking and time blocking way to stay focused. But the only way it works is if you make yourself get up, when that timer goes off, regardless of whether or not your work is completed, otherwise subconsciously in your mind, if you just blow through that timer, you’re never going to be able to train your mind to stay focused because subconsciously your mind is thinking,

yeah, she’s not really sticking with the timer and I’m going to be stuck here working on this a lot longer. So that’s why we use Pomodoros. And like I said, it’s a great technique for your teenagers as well. All right. And then the other tool I want to share with you is that Sam timer, or just a regular kitchen timer,

believe me, it is so helpful to you. You can also set a timer on your phone, you know, but it’s just not quite as fun to me. I like looking at my sand timer and actually kind of makes me work faster. When I see this and stripping in there. Number three is the flora green focus app. First of all,

there are tons of focus apps. There’s tons of apps you can download on your phone in order to stay focused and complete the task at hand. One of my problems is that I automatically pick up my phone and literally like my teenage boys. Okay. I’ll just automatically find myself just picking it up out of habit. It has become a habit that I’ll pick up my phone.

So I either have to leave my phone in another room of the house, or I literally it’ll love these little apps where you can grow trees on your phone. So the flora green focus timer, I’ll put a link in the show notes. It’s a free app on apple and iOS device. And there’s other ones similar for Android. And it literally grows a garden.

And the more that you don’t touch your phone, the more your garden grows. And there are also opportunities with this app to actually plant physical trees and to do a lot of give back, which I really love companies that do that. So grab something like that. If you need that, if you’re like me and you constantly are picking up your phone,

don’t use your phone as your Pomodoro focus, timer, use something else like that and use a regular clock or set a timer on your kitchen stove. Or like we talked about use the sand timer or, or an electric timer of some kind. And then the last tool I wanted to share with you is a tool called brain FM. I have shared this tool before on the podcast.

I absolutely love brain FM brain FM is an app that you can play on your phone, or you can play on your desktop computer. And it literally plays, focus, music, relaxing music, sleep music, and the rhythms and the beats within the music are scientifically proven to give the outcome based on what you chose. So when you’re doing creative flow work,

you can literally play music that makes your brain creatively flow more based on tapping into brain FM. You can say, oh, this is a creative flow work time. Or this is a focused work time, or this is a steady time. And they have different types of sounds and rhythms and nature sounds and drums. And it’s absolutely fantastic. Everything from piano to guitar.

It’s my favorite app in the whole entire world. You guys, I will tell you, and I use it all the time. I always have brain FM on. And so those are my tools I wanted to share with you just keeping it real here, sharing with you that I do as well, struggle with staying focused. And I think honestly, every one of us does.

And so I wanted to share with you the hyper weekly worksheet, even though you can’t see it, it’s a part of the process that we roll up our sleeves with our clients every single week, and then share with you the process in order to complete that identify your most important task of the week and how to make sure that you have a plan to always overcome that.

Then nothing’s ever going to catch you by surprise. And then I want to share with you those really practical tools that we use that our team uses. And some of them are silly and funny, but you know what? They totally work. And if something works, we’re going to dive into it and we’re going to share it with you because every single one of us needs to be able to have the leg up that you deserve in your business.

It was really, really funny. I’ll I’ll end with this. I had the privilege of being able to spend about six hours last Saturday with Tony Robbins. And he was speaking live at funnel hacking live, and he was only supposed to speak for a shorter period of time, but he ended up staying with those of us in this room. And it was a really small space,

especially for a Tony Robbins event. He ended up staying with us for almost double the time he was supposed to be there and really went off course of things. He usually teaches to the masses. It was a very special opportunity. And one of the things he said, I found very, very striking. He said, entrepreneurship is the most dangerous sport around because of the fact that if you don’t make it out,

you die. And it was really like, wow, you are right. This is like do or die. Can you try it again? Can you get another life like a video game of your first, second, third, fourth business. Doesn’t make it. Yes, but it’s true. You either sink or swim and you can kind of doggy paddle through this in anything like a silly sand timer or an app on your phone that grows trees.

It has little hot pink and Flores and green birdies. If that’s going to help you, you go with it because you deserve all the support in the world because you are doing something that almost nobody does. You’re building your dreams and you’re helping other people do the same and keeping you focused and keeping you moving forward is how we get that done. So thank you so much for tuning into the show.

I love connecting with you again, apologies for my scratchy voice. Hopefully it will be back before we record the next episode you guys be awesome. And seriously, thank you for sharing the show with friends and connecting with us for so many years. Again, all the show notes can be found by visiting Sweetlife co.com. And this is episode number 246. All right.

Talk to you soon. Bye-bye.

Episode 245: How To Disqualify Clients To Grow Your Business – With April Beach

 SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Organize your assets and ideas into a Signature Offer

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who believe in your offer, program and service and you’re ready to grow.


Disqualifying clients is an important part of business growth. This concept comes from the idea that concentrating your sales and marketing on only the most qualified leads is a more successful way to increase sales. But how do you disqualify clients and find the perfect people you’re called to serve? That’s what we’re covering in today’s show. 
This is not a training on “ideal client avatars” or niche coaching topics – these are the questions no one is telling you to raise, but they must be asked for your happiness and financial success, and that of your clients. 

At the end of this episode you will:

  1. Know what topics to qualify and disqualify clients on
  2. Have a list of questions to workshop for yourself to get clear 
  3. Gain confidence in developing a disqualification mindset in your business 
  4. Leave this episode looking at the current clients you have and immediately being able to see who is the perfect fit and who is not.

Resources Mentioned:

SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

Need faster business growth?

Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the sweet life entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hi, you guys. Welcome back to the show. This is week and episode number 245 here on the Sweetlife entrepreneurial business podcast. And I’m April beach host of this show. And I’m so glad to talk to you.

We are coming up on our fifth year podcast anniversary just in a couple of months, and we just really appreciate all of you guys. Who’ve listened to the show for so many years. And those of you who share it with your friends, we do not intentionally accept any advertising on this show. I literally get pitched all the time, every single week from companies that want to advertise in the show.

And I just think that screws up with the flow of the show and our connection and how we really hang out together here. And it’s like, you and I are sitting across the table from each other or having a cup of coffee. And we intentionally work hard to give you business trainings and coaching that other coaches charge thousands for totally free here on the show.

So thank you so much for continuing to tune in. As you know, if you’ve been here before all of the show notes and everything we’re going to talk about today can be found by visiting Sweetlife co.com. And this is episode number 245. So let’s get into what you can expect from hanging out with me here for a few minutes on today’s show today,

we’re talking about why disqualifying clients actually helps your business grow. And this is for those of you guys who are in particularly in phase three of business. So this is the scale up phase of your business. But I will say that I understand that I want you to apply this in the launch phase. There is just a little bit more of a psychological barrier to disqualifying clients.

When frankly, you may not have ever served any before this show really aligns with those of you who have served clients, you know, how great your offer your program your solution is. And you’re really looking to scale up your business. And one of the best ways we do that is by actually disqualifying or firing clients. So this is what you can expect.

This is a great show for those of you guys who believe in your offer, your program and your service. And you know that you know that you know, that it gives people transformational, predictable results. So if that’s you, if you know what you do is amazing, and there is no question whatsoever and how great you are at delivering people, those results then continue listening to this show if you aren’t really sure,

then that means that you should probably check out my, your signature offer masterclass. And that’s a totally separate thing to talk about. We have literally numerous podcast episodes about how to create a predictable signature program. But right now, if you are not really sure about the confidence of your program, your course, your membership community, your mastermind go to signature,

offer.com and there’s a lot of information there to get you started. So for those of you who do know that, like you’re the bomb, right? Like, you know that what you deliver is amazing, then let’s continue on to what we’re talking about today. We’re talking about the fact that disqualifying clients is an important part of business growth. And I get that this concept seems counterproductive to sales and marketing,

and here is why it isn’t when you concentrate your sales and marketing on only the most qualified in the best fit leads for your business, then your sales become more productive and the success from your program increases. And that’s a really important part of what we’re talking about today. And we’re talking about how to go about the process of disqualifying clients and finding the perfect clients that are really the right fit for what it is that you do.

So this is not let me preface this. This is not an ideal client avatar or a niche business coaching podcast training at all. We’re not talking about ICA development or client profiling. Instead, we’re talking about the questions that nobody tells you, that you really should be asking yourself about who you really want to work with, who you really want your clients to be.

And they have to be asked and they have to be asked for number one, your own happiness, number two, your client’s happiness, because when you have a great working relationship with your clients, then it’s going to be much more successful for both of you and therefore for the financial success of both your clients and your company. At the end of this episode,

you’re going to know what topics or different areas you should be looking at to qualify and disqualify clients on. You’re going to have a list of questions to workshop for yourself. These are tough questions that I’m going to give you in today’s show and just run through them in your mind, ask them in the air or when you’re on the treadmill or wherever you are,

ask yourself these questions and come up with the answers to these and get some solid clarity. Okay, you’re going to be able to gain confidence in developing your disqualification mindset in your business. And you’re going to leave this episode, looking at your current clients and you are going to have an immediate understanding of who’s really a perfect client for you and who might’ve been.

Somebody that might not have been the right fit for your program. Okay. So if you’re ready for that, let’s go ahead and dive into today’s shop Okay. Why does qualifying clients helps your business grow? So I totally get this may sound counterintuitive, but disqualifying clients is an important part of business growth. I know it sounds scary for those of you guys who are still working to become profitable.

This concept comes from the idea that concentrating your sales and your marketing, and only the most qualified and best fit leads is actually more suitable to help your business grow. And so the deal is, first of all, like in most things, it starts with your mindset. So let’s first start there. If you want to serve everybody, you’re going to serve nobody.

And here is why you’ve probably heard that statement a million times over again from tons of business coaching it’s because in order to deliver a top-notch result, you need to curate and customize your programs. So let me say that again, in order to deliver a top notch result for your clients, you need to properly curate and customize your program or your solution and customized solutions don’t serve everybody,

right. Or they wouldn’t be customized. So the first thing that we need to realize that is in order to be really great at what you do, you have to customize it for a certain group of people, not for everybody, because it’s not going to give them amazing results. And then from a marketing standpoint, if you don’t speak to a certain specific audience,

your message is just going to be so broad. It’s going to be lost in all the noise of, of online marketing and nobody’s going to resonate with it. So let’s get those things out of the way. First, those like negative thoughts out of the way first, if, if you might’ve been having those, and let’s actually dive into the deeper conversation that I want to have today,

which is the point of this show. So we’re talking about disqualifying clients. When you disqualify clients, you make more money because the qualified clients, you do accept. Number one, have better results with your program. And number two, they have a deeper commitment to their own success. And maybe I should have flipped those around the other way. It really should be.

They have a deeper commitment to their own success and therefore they have better results in your program. So it all starts with a process of determining who wins with your coaching and who actually doesn’t. Now don’t forget the prerequisite to applying this strategy is having a proven signature program that delivers a transformation. So everything we’re talking about today is with the understanding that you’ve already met,

the prerequisite of understanding that your solution you deliver is full-blown top notch, like the best guaranteed transformation for your people. Okay? So it all starts with determining who wins and who doesn’t with that program you’ve already created. All right. So if you’re thinking this ideal client avatar, that’s totally not what I’m talking about. What I’m asking you is this, do you know where the line in the sand is between the people who are all in for your coaching and service and those who have one foot in and one foot out and taking it a step further understanding and accepting that only the best clients that are going to get the best results are the ones who are all in on your program is what we need to talk about getting to the root of today.

And here’s why knowing where your clients are psychologically in the belief of themselves and of your services will affect the results they get with you. Okay? So how your clients are mentally entering your service business, your coaching business is totally going to affect how great of results they get, regardless of how great your program is. So even if you have this amazing program,

in course, and service and in coaching, and you have gone through all the steps that we’re talking about to lay out an industry leading signature program or offer, when it comes down to it, you still have to be able to identify who psychologically is a great fit and who is not a great fit. So here’s an example. Let me give you an example of this.

You’ve gone through all the work. You have this amazing signature offer, this amazing program or course or whatever it is that you lead that your business model within your, in your company, right? So if time or financial commitment is a barrier or a hesitation in somebody who’s having a conversation about working with you, then you have already started out by putting herself in a bad position that you’re going to have to hand hold them.

So if time or finances or even questioning their own ability to be successful is something they’re already bringing up in the beginning. And these are big red flags. Then you’re already starting out by having a struggle to get them results. So these are some of the things that may happen to you. If you’re in a relationship with a client like that, you may feel like you need to show up every single day,

proving yourself again and again, as to why, you know what the heck you’re doing, you could feel like you’re walking on eggshells. You could have to hold their hand every single day and reassure them how great they are on top of the strategy coaching that you deliver instead of being the expert and coach that they really need a hundred percent, if you are having to show up and in reconvince,

and it’s almost like reselling them on what you do every single day within the process, after they’ve already bought that is a red flag, that they are not going to get great results in your program. And frankly, it has nothing to do with you. It’s the mindset that they had coming into it. So here are six questions to ask yourself, to determine who really wins with your coaching question.

Number one is how committed do they need to be? How committed to themselves, according to your area of expertise and what you teach on, do they need to be, to be successful? Some of you guys might have a program where you’re building up their self-confidence and if that’s the case, then probably not very committed because that’s your area of expertise. If that’s your area of expertise,

then it’s going to be a different degree of commitment than somebody who may need their clients to show up fully in and vetted already. Okay? So this totally is dependent on you and what you deliver and the solution you provide within your offers and programs. So question number two is how committed do they need to be? Excuse me, question number one is how committed do they need to be?

Question number two is what time allotment do they need to have? If they’re already struggling to find the time to be successful in your program right now might not be the time for them to join your program. And you should be really honest with them and say, Hey, look at, this is exactly how many hours you need to put into this each,

each week. And when you put in this many hours, these are the results you can expect. Those are things you should be able to answer about your signature offer. Okay? And so then you can ask yourself what time allotment does somebody need to have in order to be super duper successful within the programs that I provide, number three, what ads to do do they need to show up with?

So according again to you and your expertise and what you do, what is the ideal attitude slash mindset of the person who is going to get the very best results with your coaching? Number four, what might they need to leave behind? This is a really big deal. So a lot of people, specially people who have bought a ton of courses, they’ve spent literally thousands of dollars on coaches in the past.

I hear this all the time. You guys, people come to us and they’re like, oh my gosh, you don’t have any idea. I’ve spent $50,000 on coaches. I still don’t have a result. Right? Well, that really sucks for them. And that’s really devastating. And it shows why you really need to question who you’re receiving coaching from.

Again, that’s a totally another podcast. We should do an episode on that, right? But if they’re coming to you with that background, you need to make sure that you’re having a conversation with them about why you’re different, why your solutions are proven, why your transformation and working with you is vetted again and again and again. So what might they need to leave behind in past experiences or bad experiences or good experiences,

what preconceived notions or things that don’t serve them might they need to leave behind when they come to work with you, number five, what should they be ready for? Some of you guys deliver insane results within your program. Some results are so good that people are like, oh my gosh, shit. I can’t believe this is, this is so amazing,

right? If that’s you and you know, you deliver an insane result, what do your clients really need to be ready for in working with you in what other things do they need to have in place to be ready for that, that is a really big deal. That is definitely something that we vet clients before they come in. Are your signature offer masterclass,

are they ready for this? And you ask yourself, like, are people actually really ready for what I’m about to give them for this awesome sauce that I’m bringing to the table that I’ve worked so hard to curate for them? Are they actually ready for it? What do they need to do to get ready for this? And then number six, what personality best fits with your program?

This is particularly important for those of you guys that have a community within your program. If somebody is like a total BITC H and you have this amazing community of these sweet people that are in there, I’m telling you what, like that one bad apple can spoil the bunch, right? And so your onboarding process, your onboarding pre-sale pre client acceptance process should include somebody talking and vetting and disqualifying people whose vibe and flow just might not align with the rest of your community.

And that’s totally okay, but just be honest with yourself about what personality best fits within your program. So those are six questions, hard questions that you should know the answers to in order to disqualify. And then let’s flip that around. Pre-qualify the perfect people for your program, your service, your solution, and your superpower. And so here’s some of the exercises that we can go through to look a little bit deeper to actually make this job of asking yourself these questions a little bit easier for you.

Number one, what was the mindset we’re talking about past clients now? What was the mindset of past clients and what was their personality of those that got the best results? So in looking at those people, who’ve already been clients in the past, what was their mindset and what was their personality like of the fricking winners, the, a gamer. So once it did everything and they came and they saw it and they kicked ass,

and then they took names and then they went and they were just absolutely incredible. Shouting from the mountain tops about how amazing your program is, right? What was their mindset and their personality. Also looking at your past clients, who did you love working with? Who was like the best person that when you got on those zoom calls, or when you saw this person on your calendar,

you’re like, yay. I get to talk to so-and-so today. And what was it about them that you loved working with them? Number three, who contributed to others in your course or your community? Again, for those of you guys that have a community base, who was the one that was always cheering, other people on who was the one that was always lifting other people up,

who was like that conversation starter, who is that cheerleader in? What was it about them that made it so amazing when they contributed to that space? Number four, who did the work without question like who, no matter what happened. And we all know stuff happens all the time in our life, that’s going to get in the way of some of the things that we’re working on.

Right. But who did the work? Even when all the things got in the way who pushed through, who was super tenacious, who were the fighters who refused to quit, number five, who always needed coddling, who always showed up. And they’re like, oh, well, I don’t know. I don’t know how I am today. What do you think?

Like who needed that? Is that something that you want to help with that would not fly so well in some of the programs that I have, let’s just be honest. Right? You can probably tell you, he listen to my podcasts. Like if somebody showed up every day and they were like having major excuses to why they couldn’t do it, I’d be like,

you’re right. You can’t, because that’s how you’re showing up here. You know? I mean, are you the same way as I am? Or is your program a safe place for people to show up who do need your support, who everything you do is to just to pour into them. And you’re the reminder of how amazing they are because they forgot it.

Or they never were told it in the first place, whatever it is, whatever the degree is, this with your past clients who showed up needing that level of support, number six, who complained about the work, the time or the money. All right. So who complained if at all, I hope this has never happened to you. I’ve never had this happen to me,

but I’m sure this has happened before. Like who was like, oh my gosh, you know, this takes so much time to do that probably means that you didn’t do a good job explaining the commitment in the beginning, if that is the case. So certainly look at the structure of your program and in how you are selling your program. But after you did that,

let’s just say like, you totally nailed that. Who still came complaining about the work, the time and the, or the money, number seven, who questioned your processes. Okay. If you are in a space where you deliver a system, a method or a framework, like most of our clients do, do you have people who’ve showed up, who’ve always kind of questioned what you do.

If that is the case, then take a look at their personality. And I’m guessing that that is not the perfect person for your program. Right? Right. And again, this is saying that you’ve gone through the process to develop your signature program in method and framework. That being aside, we’ve established that prerequisite, if people still showed up and they’re like,

really, are you sure? Do you really think that’s the way to do it? And they just constantly have a back and forth. I’m guessing that they are not the perfect fit for you. And then number eight, who left in told all of their friends about how amazing you are, who is like, let me give you testimonies. I can’t wait to tell the whole entire world,

man, alive 95. This was the best money I ever spent. Those people. Those are the people we want to go after. Those are the people that are perfect fit for your program. So if they are not like those past clients that were doing all this stuff like that in like making a banner, because they love you so much, then they probably need to be considered for disqualification.

So after this episode, I’m about to give you some action steps here and how to apply all this. But after this, then as you move forward and know that you deserve to be praised for the hard work and the time that you have put in strategically developing a solution for people’s problems. And let’s make sure that you are disqualifying the people that aren’t the perfect recipient of your solution.

Because when you do this, you’re going to be able to focus all of your attention, all of your relationship, building all of your actions on those perfect personality mindset, people that are the right fit for your program. And when they are successful, you are successful. Your client’s success. My client success is a direct reflection, a direct correlation to my success,

to your success. So we want to pick the people there, the, a gamers, right? We want to pick the ones that we know are coming to the table mentally and physically prepared for what it is that you are going to give them solutions in for your solution. And these are just some of the questions that when we talk about like ideal client avatar and client profiling and customer targeting,

nobody’s saying to ask these questions. And so I really felt like it was important to talk about this. We actually, I actually had this conversation a few weeks ago with a couple of women in our business, client, family, and this has really come up and I think it’s an important conversation to have. And so here is your action plan, moving forward.

Number one, look at your sales copy and see if it clearly disqualifies the wrong people. All right. So after you’ve gone through the questions above now, let’s like, put it into action, right? We’re going to say, and how do we do this? We’re going to take it from high level, the high level. Number one, look at your sales copy,

copy. Look at your marketing copy and make sure that you’re clearly disqualifying the people that are not the perfect right fit for you or your service or your program. Number two, add questions to your sales call process, to filter those who are not the perfect fit. So if you use sales calls to qualify or disqualify clients, make sure you’re adding questions in there that correlate with the answers you’re looking for to either qualify or disqualify clients,

make sure you add those into your sales process. Don’t be afraid to ask the tough questions where in this sales call, they might be like, oh wow. Yeah. You know what? That’s not me. And that is a great for you to say, you know what? I am so glad we have this conversation, because guess what, what I have is not the right fit for you.

And I don’t want you spending another XYZ amount of money on a program. That’s not going to be the right fit for you. But I have a great friend I can refer you to. That might be a better fit, right? These are important things to do in your sales call. You don’t want this person as a client. If they do not fit into what you need to deliver the great solutions within your program.

And so don’t be afraid to disqualify them right there in the triage, call in the sales call and send them somewhere else. Just bless them to go somewhere else. But you have to make sure you’re adding questions into your sales call process that can give you the answers to that. And number three, talk to your team. This is for those of you guys,

would teams that manage your marketing. Some of you, you know, have people that help you do your sales call, help you do your coaching. Talk to them about the importance of positioning, your solution and your service as the prize. It’s very, very important that once you have done the work to create a leading signature program or course or offer it is the prize.

It is the painkiller. As one of my clients calls it. It’s like the perfect language. Oh yes. It’s a painkiller. Okay. Make sure that you hold it close to your own confidence level that you worked your booty off to make sure it was a perfect painkiller for them. And that is the prize. And this quote is like one of the best quotes I’ve ever heard from Angela Lauria.

She said the prize never chases. Let me say that again. The prize never chases. And so here are some final thoughts I want to leave you with. I totally get that. The thought of disqualifying, somebody that comes your way, that isn’t the right fit. Sounds really scary, especially when you haven’t hit consistent 10 K months or 20 K months,

30 K months, especially when you’re first starting out. And that’s why at the beginning of this episode, I said, if you’re in the launch phase and you haven’t served a ton of clients yet, I get and understand that it’s important for us to go through the process, to test your solution on different clients, making sure that you are going through the testing and the traction to find the right fit after of course doing market research.

So I understand that if you’re listening to this and you’re in the launch phase, definitely take this with a grain of salt. I’m keeping it real, but never, ever, ever sell your program to somebody that you don’t believe a hundred percent, that you can give them Results. That is for sure, I don’t care what business phase you’re in. That is aligned.

We don’t ever cross. If somebody is not a good fit, do not sell to them. Right? But for the rest of you, don’t be afraid to say no to the money. Because when you say to something, you’re opening up your capacity to say yes to more things, and you don’t want to be stuck with clients that take a ton of extra time in order to get them results,

because they didn’t show up with the mindset and the prerequisites in place to get the best results with the service you provide. So the truth is you should be disqualifying clients to work with you. If they don’t come wanting the results you deliver in full force, if their personality won’t jive with others in your community, if they consistently need affirmation that you know what the heck you’re doing,

although please make sure that you know what the heck you’re doing. And if they’re only partially committed to their own transformation in one last thing, I’m going to leave you with today. Stop wondering if you’re good enough and taking clients that don’t fit the whole bill of what you deliver. When you go through the process to diligently develop your signature offer, stop taking clients that don’t fit the bill for the solution you provide,

because we know that you can lead a horse to water, but you cannot make him drink. And I really, really, really want to remind you to only work with clients that are super duper thirsty. Okay? Okay. This was episode number 245 here at the sweet life entrepreneur podcast. You can find the show notes and all of the other amazing info that our guests drop in here for free by visiting Sweetlife co.com.

And if you are struggling, if you do not know how to turn your ideas into a leading industry, leading signature course offer program mastermind coaching event or retreat, then go to signature. offer.com are your signature offer. Masterclass is reopening in October. We only opened this masterclass twice a year. That’s it only twice a year. Can you get into this masterclass?

And it is opening in October, 2021. So depending on when you listen to this, that’s an important date to note for your calendar in the event that you’re not listening to this live. You can also go to signature offer.com at any time and be notified when this masterclass opens up again. All right, you guys go grab all the show notes. Thank you so much for staying tuned to this show.

I hope you’re having an amazing day and I truly appreciate your listenership. And just being a supporter of this show, have a great way.

Episode 244: Using White Board Sessions To Increase Sales – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


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Who This Episode is Great For:

This is a great show for entrepreneurs in launch, scale and amplify phases. 


Whiteboard sessions are a great conversion tool to convert leads to buyers. If you’re a coach, consultant or niche skill provider, you’re always looking for great ways to deepen your relationships with your followers and position yourself as the ideal solution. In this show I unpack how to use “whiteboard” sessions to further connect with your audience and increase sales. This show details the exact steps to fill and deliver your next white board session. 

At the end of this episode you will:

  1. Have the exact process to fill and deliver whiteboard client conversion sessions
  2. Know how to plan your next whiteboard session into your launch

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hey, you guys, on this week’s show, we are talking about a very cool conversion tool in order to turn those people on your list to buyers that fervently follow every single thing that you do.

This is episode number 244 at this sweet life entrepreneur and business podcast, which means that all of the show notes can be found by visiting our website, which is Sweetlife co.com simply clicking on the podcast. And this is episode number 244. I’m April beach, the host here at the show, and we are known for delivering proven business trainings that you can absolutely bank on that other coaches will charge you thousands for you.

Get them all here, free advertisement free on this show because this podcast is an extension of the outreach that we do as a company. So welcome to the show. If you’re a new listener, I’m super glad to be connected with you. So this is what you can expect from today’s episode. First of all, this episode is great for businesses and phases.

Two, three, or four of my business growth roadmap. If you are not sure what business phase you’re in, please visit Sweetlife co.com forward slash quiz. Or you can simply text the word quiz to the number 8 0 5 2 5 4 0 8 8 0. And you can take a very short self-assessment, which will give you a complete breakdown of all the phases of business growth long-term and tell you exactly what you should be focusing on based on the phase of business that you are in right now.

So this show is great for people in phases, two, three, or four, and it’s really great for those of you guys who want a conversion tool that moves your leads into buyers. So if you’re a coach or a consultant or a niche skill provider, you’re always looking for great ways to position yourself as the perfect solution to those people that you’re in connection with.

And whiteboard sessions are a great way to do that. And that’s what we’re going to talk about here on today’s show. I’m going to unpack how to use whiteboard sessions to further connect with your list and increase your sales. And I’m going to detail out the eight steps that we use as a company, and literally giving you our steps of how we plan and host our whiteboard sessions.

And at the end of this episode, you’re going to know our exact process, and you’re going to be able to plan for your own whiteboard sessions to turn your leads into buyers. All right. So if you’re ready for that, let’s go ahead and dive into today’s show First of all, let’s go ahead and answer the question. What is a whiteboard session?

So a whiteboard session is like a live webinar where you work with your leads. You help them to solve a specific problem, thereby gaining trust and positioning you as the ultimate solution that they were looking for. You can host it in zoom. You can host it in another live streaming platform, but overall it’s very similar to the webinars of bold, but you’re doing it live.

It’s not pre recorded and where you actually have people show up and you literally literally get to work their problem with them. And they are an amazing conversion tool. So let’s kind of talk about that terminology as well. A conversion tool is what we refer to as an event or a way to turn your leads into buyers. So we’re using these whiteboard sessions to turn leads that are already familiar with you into faithful buyers,

selling them into your higher ticket programs. Now you can totally use whiteboard sessions to generate new leads as well. We, in the past, as a company have primarily used them to take our existing leads or warm leads and turn them into buyers. But I would love for you to go and test these to cold leads as well, because I’m sure that would actually convert very high as well because very few people are doing this.

So I’m going to break down the eight steps to host these whiteboard sessions and really just pull back the curtains on what we do as a company and give you this step-by-step process. So let’s go ahead and get started. If you’re taking notes, this is a great episode to take notes, to save it. You can replay it later. So step number one,

I need you to choose a specific problem that you’re solving in your session. So one specific problem that you are going to address in your whiteboard session, your whiteboard session, shouldn’t be, you know, let’s go ahead and solve the whole world’s, you know, hunger issue. It should be. Let’s talk about one specific problem and let’s go ahead and whiteboard out some potential solutions to that.

And here’s a pro tip for those of you that are really interested in being strategic about your business. I want you to make your whiteboard session a piece of the problem that you solve in your signature offer. So hopefully you caught what I just said. All right. So number one, you’re going to choose one specific problem that you will solve in your whiteboard session.

And one only, number two, send out a warmup email to your list, letting them know that you’re aware of the problem that they’re facing. And you’re planning something really special for them. It’s like dangling the carrot in front of them, say, Hey, listen, you guys, I know that you’re struggling with this. I know that this has been a common issue for many of you.

And I just wanted to let you know, I’m planning something really special to help you solve that. So stay tuned because I’m going to tell you what that special thing is that you can be a part of very, very soon. So step number two is get your list excited about what is to come step. Number three is to schedule your session out.

Now here’s the deal. I recommend you pick two different times to host your whiteboard session. Usually within the same week, try to do them possibly even in the same day, one in the morning, one in the evening, depending on when your clients are most available, when your audiences is most working on the problem that you solve, picking two different sessions,

gives them an opportunity to say, Hey, yes, I want to come to session number one or session number two, but make sure that you schedule this in advance. And then step number four is to send out an invite to this session. And when you send that second email invite out, and you’re saying, okay, here it is. This is what I’m doing.

Call it a whiteboard session. I’m hosing this whiteboard session and it’s going to be amazing, but here’s the deal. There are limited seats. Now, one of the things that we are not only addressing here right now in this show, but if you’re a faithful listener to this podcast for the last four and a half years, you know that you will see these trends,

right? Where we have gone from these mass programs to boutique very personalized events and programs and signature offers. People don’t want to be part of the cattle herd. They don’t want to be in a cookie cutter thing. So when you offer something that’s limited seats, that’s really exclusive. Those are the things that people are craving right now at the recording of this in 2021.

So just be mindful, mindful for that. So sending out your invitation and say, Hey, listen, you know, there are limited seats to this FYI, make sure you RSVP for your seat right now. Step number five, get your tech set up. Ready? Okay. So when we say a whiteboard session, I actually mean a whiteboard session.

So that is usually a combination between an iPad or something that you can cast sketch on and cast it into zoom. There are so many different tools that you can do this. We use iPad. We used to use iPad with Notability, but that kind of broke a little bit. So now some of the solutions that we dive into are E cam mixed with stream yard.

There are a bunch of different technology setups that you can actually do in order to host and cast your iPad, live into a zoom. So people can see you actually sketching your whiteboard session, because this is a true web word session that isn’t like a marketing thing. You’re actually going to host a whiteboard session and schedule their results, which I’ll dive into here in just a few minutes.

Okay? So you need to get your tech set up, right? So, so far you’ve chosen the specific problem. You’ve sent out an email to your list saying, Hey, listen, I know you’re, you’re having this problem. Something special is coming. You’ve scheduled your session in your own planning. And then you sent out the email to your list saying,

Hey, it’s scheduled now get on the list right now. You’re filling those seats. Meanwhile, while the seats are filling to your event, get your technology set up, practice it and get it ready. And that was step number five. Okay. Step number six is to send reminders out to your list to make sure they fill up those seats. Because just because people sign up doesn’t mean they show up.

So we need to send reminders and DMS. You want to blanket those people. Who’ve registered, letting them know, Hey, you got one of these exclusive seats to this really special whiteboard event. Don’t lose it. Like don’t miss it. Don’t miss your seat. This is really, really special. Getting them excited about it. Reiterate how exclusive it is and send them tons of reminders.

So we’re increasing the show up rate for your event. And then step number seven is to host this event. And now I’m going to break it down into six steps under the hosting your event. So this is why if you’re taking notes as a great episode to take notes, do so as you’re hosting your event, I recommend you only do a one hour event.

Okay? So you’re going to deliver a lot of value in a very, very short period of time. So you want people wanting more. All right. So in the steps to host your event, step number one is start by sharing. Like you were philosophical genius well-rooted view on the problem that you are solving. So start by sharing here is a problem.

Here’s why I know this as a problem. Here’s why I’m so well rooted in part of the solution to this problem in load your view, load your intro with T studies of how you’ve helped other people solve the problem that you’re helping this group of people whiteboard about. So you open it up, you position yourself as I’m aware of this problem. I’m part of the solution to this problem.

This is what other clients do that we have helped them work through this problem. And Hey, now I’m here to work with you. So you’re fully positioning yourself as being completely aware, being an expert in this space and having helped other people. And that’s how I want you to open up this strategy session. This whiteboard strategy session. Step number two is then you open the floor for others to share about their issue with whatever problem it is that you’re solving in,

why they’re still facing it. What is the problem? What is the struggle? Why are they still here? Why have they not moved forward? What are the other things they’ve tried? And if you’re a marketer right now in your brain, you’re realizing that these whiteboard sessions are super gold for doing, you know, figuring out what the problem is and doing market research as well.

Okay. So later we can talk about transcribing this in turning the, the voices and the issues people are saying into marketing copy. But right now you’re hearing you’re present in this event. And I want you to open up the floor to others to explain those things. This is my problem. This is why I’m still here. This is my frustration. This is what I’ve tried and open the floor to those people that you’re helping in this whiteboard session to share sharing quickly,

because we want to keep the session moving. We want to keep it fresh. We want to, we want to keep everybody engaged and we really do want to give them a chance to talk, or at least a chance to post into the chat, depending on how many people you’ve allowed in your session. And then step number three, you’re going to use your whiteboard to visually represent solutions,

demonstrating what people have said in documenting their comments and collecting their frustrations. So part of your white boarding can be just writing down on the whiteboard, the words people are using, or a list of the problems, which by the way, you already know their problems, but writing down a list. So each time somebody says, oh, this is a problem.

Or this is a problem. You can be starting to use your whiteboard and listing out all of those problems. And so you’re going to document the things that they are saying, and you’re going to collect it all in this whiteboard session based on what they’re sharing with you. And then step number four, you’re going to summarize all of their pains collectively. And you’re going to say,

Hey, listen, I get it. This is what all you guys are saying. And so what we’ve done there in this whiteboard sessions, we’ve created community. We’ve created a comradery amongst the people who’ve been there. They don’t feel like they’re alone anymore. They’re in a place where other people are experiencing the same pain and guess what you are the king or queen that leads them out of this pain.

And so step number six is after you summarize their collective pains, then you start white boarding solutions for them. And this white boarding is going to look totally different. It’s literally a sketch drawing of how you can take people from one place to one place, or maybe in your white boarding session, based on your area of expertise. You can list out key words or common solutions.

You’re literally going to whiteboard out and draw and draft solutions based on the collective community’s problems in your event. And if you have time, depending on how many people showed up, I want you to pull a few specific people out and ask them if they would like to have their specific problem solved for them right there in detail in the white boarding session. And what that is just done is it’s helped this one person,

but it’s also shown everybody else your skills and what an amazing coach that you are and how amazing the results that you can get people in a very short period of time. And then at the end of your session, you’re going to restate why this problem exists and why it’s so hard for them to solve it on their own. And so what you’ve done in this session is you’ve positioned yourself as the perfect painkiller that leads them out of it,

letting them know you fully understand what they’re dealing with and sharing case studies of how you have to help the other clients. You’re going to open the floor for them to share their collective pains and problems. And then you’re going to use your whiteboard to visually collectively gather together all of their pains and document their comments. The next step is you’re going to use your whiteboards to start sketching out solutions collectively for the group sharing solutions and doing a short teaching.

And then if you have time based on how many people show up, you can pick one or two people from your audience and you can actually go through their very hyper niche, specific problems. And at the end of it, you’re going to restate why the problem is big, why it exists. And you’re going to position yourself as the solution for that,

which you’ve already done at this point in time. You’ve already Billy established yourself as being not only capable, but the perfect solution to their problem. And so how we end these whiteboard sessions is then you make an offer for your next step to work with you, whatever that looks like you could use a whiteboard session as a perfect conversion tool into one of your primary offers.

One of your signature offers or your whiteboard session could put them into another funnel that warms them up for maybe a live virtual event, warms them up to maybe have them apply to work for you, work with you. Maybe your program is application-based. And so it’s continuing to be exclusive to work with you. And so your alive whiteboard session could perhaps position them just to apply to work with you or even sell right into your program,

whatever works for you. And that is how we use whiteboard sessions. And it’s very, very similar actually to kind of how we use clubhouse rooms, but not as visual. And it doesn’t create such an exclusive community with your group of people that are there. Because when we do this in a whiteboard session, you can see people’s faces. You can really get to know them and you can help them on the next level,

because you’re not only having a conversation with them. You are giving them the results right there that they can visually see, and they don’t have to just envision whiteboard sessions are a powerful, powerful way to turn your list into buyers, very faithful buyers. And I’m so surprised that more people don’t do them. We’ve been doing them for years, and I’m so happy to teach you how to do it here on this show.

And inside our masterminds, who work with our clients very closely to create their whiteboard sessions and really pick out the problem they’re solving and them and how to convert their leads into buyers. And so I want you to dive into this, feel free to put this podcast on replay, share this podcast with your friends and make sure you’re taking notes. Because if you follow the steps that we’ve laid out here,

you will have the same results that we have in our whiteboard sessions. And they’re hugely successful in order to help people build a closer relationship with us, which then in turn, of course increase our sales because we’ve done a great job establishing you and establishing ourselves has the perfect solution to their problem, which in the coaching consulting space, that is always our number one goal when it comes to marketing.

So I hope you found this episode helpful. I feel like I’m losing my voice a little bit here at the end, and I’m so sorry about that. So hope my scratchy voice doesn’t get in the way of your understanding the steps, because I really would love for you to apply them in your business. And when you do tag me on Instagram, show me say,

Hey, Ebro, I am using this whiteboard session strategy. I’m so excited to do it. Here’s what’s happening tag me at April beach life because I always love seeing how you guys are applying the business trainings that we give you here on this show, and we’re here to make you more money. And of course help you build predictably, the business and life of your dreams.

Thank you so much for tuning in sharing the show with your friends and being faithful listeners here of the suite life entrepreneur and business podcast. Again, all of the show notes can be found by visiting Sweetlife co.com and clicking on podcast. And if you’re interested in applying to work with us and have us roll up our sleeves with you and your business and get very personalized business,

blueprinting, architecture, and engineering of your signature offers and your entire long-term business plan, you can find us@sweetlifeco.com. That is our superpower, and that is what we love doing. Have a great day. I’ll talk to you next week.

Episode 243: How To Make The Most Of Your Time On Clubhouse – with April Beach and Annabelle Bayhan

Annabelle Bayhan SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Grab Annabelle’s FREE Clubhouse Productivity Planner!

Who This Episode is Great For:

This is a great show for entrepreneurs with limited time, who are looking to grow a warm audience with Clubhouse. 


Clubhouse is an amazing platform to grow your audience, but most of our listeners have limited time and you want to be strategic about how you spend it. So, in this week’s episode, we dive in with Annabelle Bayhan, Clubhouse marketing expert, to clarify 3 strategic objectives that can save you time and make you money while using the app. We also pull back the curtains on our Clubhouse to Masterclass sales funnel, and tell you exactly how to increase sales with decreased time.

At the end of this episode you will:

  1. Know the 3 money making activities on Clubhouse
  2. Know the 3 secondary strategies that will lead to money down the road
  3. See our complete Clubhouse sales funnel

Resources Mentioned:


SweetLife Podcast™ Love:

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hi guys. And welcome back to the show. This is episode number 243, and I am April beach host here and founder of the Sweetlife company, where we help coaches, consultants and niche experts,

launch and scale your company online through proven strategies with decades of business success. And here on this podcast, it’s our extension where you can get business trainings that you can bank on. So welcome to the show today. We’re talking about how to make the most of your time on clubhouse. Now, this is a really important topic because if you’ve been listening to the show for a while,

you know that I am a big clubhouse fan. We dove in headfirst into clubhouse last December, and it’s been a really great special platform to build relationships. And for us to grow our list as a business, we’ve had multiple clubhouse episodes that we’ve recorded. You are welcome to search those on how to get started on clubhouse and how to grow your club.

But today we’re talking about kind of the elephant in the room here in that is how to make the most of your time on clubhouse, because we like many people dove in to clubhouse, but we have also taken the last three months off of the app for the summertime for us to travel in. So have the majority of leaders that we moderate rooms with,

they have taken time off the app as well, but as seasons change, everybody’s diving back into clubhouse. Now, as we go into September and October and the end of 2021. And so the real question is how do you make the most of your time? What are the activities that you can be doing in order to make money in a limited amount of time and be really strategic about what you’re doing on clubhouse in a way that really aligns with your business.

And so this particular episode is great for those of you guys who do have a limited time, and you’re looking to grow your warm audience and increase sales using clubhouse. This is also great for you guys in any phase of my lifestyle, entrepreneur business roadmap, if you are not sure what phase of business you’re in, you can go take a little quiz and I’ll tell you exactly where you are and what stage of business and give you a checklist of what you should be focusing on to grow your business to the next profit stage.

You can grab that anytime by going to sweet life co.com forward slash quiz. So now let’s go ahead and talk about what you can expect from hanging out with us here today. This is the deal, you know, clubhouse is an amazing platform to grow your audience, but most of you guys have really limited time and you want to be strategic about how you spend it.

So in today’s episode, we’re going to dive in with Annabel by hand. Now she is a friend I met on clubhouse. She’s one of the many amazing business friends that I have met on the app. And she’s a clubhouse marketing expert in today’s show. We’re going to talk about three different strategic objectives that can save you time and make you money while using the app.

We’re also talking about three other secondary activities that are also great to do on the app, based on your goals, that you are setting your strategic objectives for the time that you spend there. And then at the end of this show, I actually pull back the curtain and you can totally hack our funnel. I lay out our entire clubhouse list, growth to sales funnel into our,

your signature offer masterclass, how we did it at the beginning of this year and how we’re actually about to start it again right now. So I just give you everything and I lay it out there for you, so you can see how we’re doing it because it works really well. And when things are working really well, we want you to be able to apply those strategies in your business too.

So at the end of this episode, you’re going to know the three moneymaking activities to do on clubhouse. You’re going to know the three secondary strategies. You can also do that lead to money, just not immediate money in your pocket, but there are also good activities to do on the app. And you are going to understand and know our complete clubhouse sales funnel and that’s ours at the Sweetlife life company.

So I frankly just give you all of that. I try to give you so much here on the show and just lay it all out there for you. So let’s talk about our expert and our guests. So first of all, I met Anabel on clubhouse. And when you spend any time on clubhouse, you can just tell the people you want to hang out with and the people that you want to get to know more.

And she’s really one of those people where I had my eye on her in the beginning, and she kind of shares her story about how she has risen as a clubhouse marketing expert, which that in itself is a really amazing lesson about just diving in, even when people around you think that maybe that’s not such a great idea. And so you’ll get to hear her story.

And she is the founder of clubhouse for bosses in the business and digital marketing strategists for coaches and consultants who want to increase their influence income and impact using clubhouse prior to becoming a business and marketing coach Annabel worked with digital marketing for over a decade. And you can learn more about Anabel by visiting Annabel bay han.com. And of course, we will go ahead and link to that in this show.

She also gives you her whole entire clubhouse productivity strategy workbook. And so you’re really getting a ton out of this episode. So I hope you stick with us if you want to grow your business on clubhouse and you have very limited time. Like I do, like Annabelle does, like most of our clients do. Then this is a really important episode for you to listen to in order to get all of the loaded and free things that Annabel has for you and all the notes for this show,

you can visit Sweetlife co.com simply click on the podcast button. And this is episode number 243, and Annabel will be live with us because we are just kicking off our wave makers, mastermind rooms again on Tuesday night after our three months off. We’re so excited. We had a room this evening in there and it was just so great to see so many faces and people we haven’t spoken to in a long time.

So we hope that you join us Annabel. We’ll be live in clubhouse with us in the wave makers club, talking about the same things we’re talking about here on the podcast and taking your questions. So make sure you’re following Annabel. You’re following me at April beach on clubhouse so that we can connect with you and help you grow your business further through clubhouse and other proven online business strategies.

Okay, let’s go ahead and dive by then. All right. Hi, you guys. We are so excited to be talking again today about clubhouse. Yes. My new favorite. I have my friend Annabel here with us today and I asked her to come because of the fact that she has really become the clubhouse guru when it comes to building your business on clubhouse.

And whereas I totally went Mia and took three months off of clubhouse this summer. You have people like Anabel who have been consistently on this app, understanding the ins and the outs and the strategies of business, and really being faithful to watching this app grow and helping you grow in your business. So I’m so excited to invite Annabel today, to come and talk to us about the realities of how to use clubhouse as a strategy,

but also for people like me and probably most of our listeners, how to actually fit this into your life and your time and your business. So welcome to this Wheatland entrepreneur podcast and about, we are so glad that you are here. Thank you for having me. I love your whole entire kind of transition into being the marketing guru, the business guru of clubhouse.

Can you just briefly tell everybody a little bit about your business and how you help entrepreneurs? Yeah, So I am the founder of clubhouse for buses it’s to my knowledge, one of the very first business coaching programs using clubhouse. Before that I’ve worked behind the scenes with a lot of small businesses growing their businesses. Many of them being, you know, people who work on Instagram and they teach people how to use Instagram to grow their business.

And so I was very familiar with the model and actually very interested in doing it for myself. And so when I noticed that clubhouse was something that’s up and coming there was nobody working like this in this space yet. I thought, okay, this is my chance to be a very early adopter of this app and teach people what I know about growing businesses from,

you know, Facebook and Instagram and LinkedIn. It’s all very similar model with a different basically funnel head, I guess you could say, or a marketing positioning. And so I decided to just dive right in, like right when I had 300 followers, which was really intimidating and I would go into rooms and tell people that like I was a clubhouse for a business coach and they would laugh at me,

but now seven months later that has worked really well because I positioned myself very well to be somebody that people turn to for this information. But like I said, I took like about 10 years of experience growing companies, whether corporate or small business, all in my overbroad company called scalability, marketing and coaching, where I’m now taking those principles and those concepts,

but I’m making them applicable to clubhouse specifically. Well, I love that you dive right in. Okay. So let’s just take a pause for any of our listeners. Like this is the story of growth and success. You guys, it goes with diving in, even when other people might be like, oh, what is she doing? Or who does she think she is to do that?

So like, this is a perfect example of how you only need to focus on your vision, what, you know, you’re supposed to be doing and just like race, horse blinders on and dive fully in. So take Annabel’s experience, apply it to wherever you are, if you are afraid to die fully into something, but you know, you should be and you want to be,

go for it. So that’s a whole entire separate podcast episode. I love that you share that. So let’s go ahead and roll into what we’re going to talk about today. So here are the problems that we know entrepreneurs experience on the app definitely burn out for sure, from being on clubhouse in the middle of December, I think is when I joined clubhouse and fashion,

I don’t even know how many of there, a couple of thousand, maybe at the most. And it was so exciting to be on there in the beginning. And I remember like we don’t fully in, and I loved having these amazing, authentic conversations. And I know that other entrepreneurs felt the same way because basically we had been so disconnected in the world with what has happened until we’re craving these amazing conversations.

And then I discovered something that I know you’re going to talk about today, which is the goal of professional and personal development. And I was able to literally sit at the feet of people like Myron golden and go through total masterclasses on live virtual events with people like Barry and blue. I mean, and really be in these spaces with these leaders that I otherwise never could have had an opportunity to become connected with and now become,

you know, business professional friends with. And so it was really amazing in the beginning. But then as a mom of three kids, I owned five companies. All of a sudden I really started feeling that fatigue as well, especially as we got into our summer travel season. And I know that so many other businesses feel that way. And so it’s so important what you teach and your expertise because I love clubhouse,

you know, we’re back on it. Jose, I think I was telling you that behind the scenes, before we started recording we’re back on it tonight, launching our regular weekly wave makers mastermind room, which is so much fun. And I’ve really missed everybody, but man alive, we have to have a strategy behind this in order. It’s like not a sprint,

it’s a marathon for sure. Can you talk about some of the things that you have noticed are problems with businesses in having a long-term strategy for this and maybe some of the stuff that you’ve even experienced yourself and being consistent on clubhouse. Yeah. Yeah. So I’m going to tell you three places. You could spend your time on clubhouse that won’t pay your bills.

So let’s start with that. And one big mistake that I think people make right from the beginning is not being clear about why they’re on clubhouse, what they’re there to do and who they want to be known as on clubhouse. And this is the same for every single social media network, right? If you go on social media and your purpose, there is either.

So here’s the first one, your own personal development, although it’s great. It won’t pay your bills unless you turn it into something else and give yourself that time to implement it, your own entertainment, right? You can go on Instagram all day and take talk and watch them all day long, but they won’t pay your bills. And the last one really is something that’s more of a long-term strategy,

which is networking, right? It’s great to network with people, but if you aren’t getting yourself positioned and your brand position to actually convert people when you’re just meeting people, it’s all fluffy. It’s all nice. You might be developing. You might feel really good. But you know, when we think about burnout and we think about business owners is that it feels really good until it really doesn’t.

And so you start asking yourself, like, I’ve actually invested a bunch of time on this app and all of a sudden, now I’m asking myself, why did I just do that? Like, it felt really good. I was lonely. I made some friends, but now, okay, I’m six months in and I spent 20 hours a week on an app.

What does this actually mean for me and my future? And this is the point that I think a lot of clubhouse users are coming to. And a point that I want to maybe help people avoid if they’re just getting on the app or just building a strategy around how to use it, because it’s real, right? Because here’s the thing. Unlike Facebook or Instagram or LinkedIn,

really, where you could pay someone else to actually engage for you, get in front of your audiences, you can pay ads. You can’t do that on clubhouse. It’s you in a room talking to people. Now the power of it is that when you’re in a room, talking to people, you build relationships, you build networks, you get yourself in front of prospective clients,

but if you’re not in the right place and you’re not talking and you’re not in the right positioning, and you’re not clear about what you want to do, all of that is literally just wasting time. And you have to decide, like, there are moments of my day where I want to scroll tech talk because it’s stress relief for me, it’s fun.

But if I do that every day, I’m not going to reach my goals. So I think what it comes down to is like to avoid burnout in the first place. What do you really want in your life? What is that driving force? What is that life that, that you want to design? And then as we kind of like get behind that,

we can then say, okay, how can we use clubhouse to create that? And that’s what I’m really passionate about. I think that, you know, something that a lot of people don’t know is that like underneath every single thing that I do it’s to empower women, to have more decision making power, because they’re able to create and monetize the lives that they love.

Like every single thing that I do clubhouse is just the tool that I use to do that. And so for me, that’s why I drive that message so clear. And that’s the best way to avoid burnout is know what you want, if you know what you want. It’s so easy to say, like, is the action that I’m taking right now getting me what I want.

And then when you say, no, it’s very easy to not do that thing. So yeah, that’s what I wanted to say, Writing down your quotes and like writing them down here and I’m going to go make these quotes and put them out on it. You are so, right, right. So like, understanding why are we doing this? How does this play a role in the bigger part of this?

And that’s why I’m so excited to have you here on this show. Because as you know, like that’s everything we talk about, it’s reverse engineering, the lifestyle, and then we build the business to get you there. So love everything you’re saying, of course, which is why I love you. So let’s talk about the ways that do make you money on clubhouse.

And let’s kind of hone in on those business trainings. There are three primary ways that you teach entrepreneurs and small businesses to interact into function on the clubhouse app. And so can you dive into, let’s start with number one, what is the first money-making way for somebody to spend their time on this app? So it’s awareness, right? It’s building visibility around who you are.

If nobody knows you on the app, nobody’s coming to your room is going to be very hard to then take them down the rest of the journey. This is something that I actually see a lot of people getting in the awareness trap, right? It’s very addicting. Especially for entrepreneurs. We get a little bit mixed up with like, oh, I can grow here.

And so we come to this point where we have to decide how much exposure do I actually want before I try to then take people along a journey to actually sell something to them. And that’s also a very personal question. How much time do you have, right? How much time does your business have before you need to drive leads before you need to turn this traffic into leads and what would best serve the people that you’re generating awareness around.

Right? If you kind of like go on a clubhouse stage and you’re talking about something that people could really use more information on that they could use more of a transformational journey, and you’re not providing that, just be rest assured that your competition will, right, but you might be the person to like create the awareness around it. You might be the person to let those people know that they have their problem,

right? Those are like kind of two things to really think about, like how much time do you want to spend as simply building your account, building up your social media profiles. That’s more of like an influencer strategy, but also every single brand, every single business needs people to know that they exist. And so the ways that you really do that on clubhouse is by either being on other people’s stages within other people’s clubs,

opening up rooms within other people’s clubs. And of course, opening up your own rooms with other mud squads and you know, that type of thing. And the whole goal of this awareness strategy is really to get in front of as many new people as possible and have them remember you for what you do, right? So you want to make sure that your bio set up,

you want to make sure that you have a clear introduction. You want to make sure that the rooms that you’re going to are going to make sense with, you know, the topics that you open up when you open up a room, you know, you don’t want to be like in a music room talking about how you like create business strategy, right?

It probably would not make as much sense, but people literally do this. Like you want to be in a place where you can get in front of an audience that needs what you do. So the first question you want to yourself is, you know, from my ideal client, from the person that I want to be on clubhouse, whether or not you’re becoming it,

you’re it, whatever it may be, where are the people that you could serve the most sitting on clubhouse right now and showing up in those places in the biggest way possible. That is what the awareness phase looks like is getting people to really know who you are, Where are the people that you can serve the most on clubhouse right now. And so for those people that are new and they haven’t actually dove into clubhouse,

let’s give them a hack. How would they find those people? What are some of the ways they can use the app to actually find their people that they want to be in front of? Yeah. So something really cool is happening right now on clubhouse, where they’re using interests, that’s to tie in people and clubs together. So the first thing you can do is really make sure that your interests match the interests of the ideal client that you’re trying to actually attract.

So for business owners, when they’re setting up their clubhouse profile, I recommend that you try to show up in the places where your ideal customer is going to be. And then you can add in a couple of your own interests, but for now I think that’s very smart to make sure that that’s niche down to your category. So that clubhouse begins to recommend you in the places that matter most.

So clubhouse did not use to recommend people based off their interests, but they’re about to, so I want everybody to set up their interests. The next is to make sure that you show up in keyword search for your industry. So whatever that ideal client might be searching for, make sure that you show up in your bio and your entire clubhouse bio is searchable.

So just make sure that those keywords and you can use a lot of them are all there, but also reverse engineer that right? If we know that people are putting keywords in their profiles, we can also go out and find the community leaders, the thought leaders, the people that might want in our network, the people we might want to be on stages with the people who have already collected the community.

We can go through and follow some of those people so that we start to see their rooms in our hallway. And then the last way is really using that keyword search in a similar way, but for clubs and I think clubs, they work very much like Facebook groups. There’s something that we’re all, you know, intuitively aware of, but maybe not everybody is as strategic about it.

When they first joined, they probably think, what clubs do I want to be in. But then we’re always asking the question, which club does my ICA most likely spend time in. Right? And so those are the things that you want to ask yourself, because what this is going to do is basically open up the content and the communities that are already being created with your ideal client already in it.

It’s going to accelerate your growth because when you show up in those places, when you’re like, okay, I want to become aware of there’s a room of like 100 to 200 people that are all within my ICA set. I’m going to get up. I’m going to talk, I’m going to build awareness. It becomes very easy, but all we have to do is make sure that we’re showing up in the right places.

And the best way to do that is really through keyword search to start from there though, what’s really cool about clubhouse. And I don’t know if this level of visibility is going to always be available, but if you find somebody that’s a thought leader in your space, you find somebody that maybe is serving your ICA. Maybe they’re complimentary to you. You can go through their entire network.

You can go through every club that they’re in, you can everything. So if you want to take this to the next level, the next thing to do is once you have your clubs set up, is that you go in and you see if there’s anything that you maybe didn’t think about that somebody else did. And so that’s what I would do. I think that’s the most strategic approach to really set yourself up for maximum awareness.

Oh my gosh. That is so great. Thank you so much for all of that wisdom. Quick question. Before we go into money-making strategy, number two, because I have been off clubhouse for the last two, three months traveling, and I know this is always something we were trying to figure out before, but I’m wondering if it’s become clearer. Are there now proven better times here for those of us in the USA,

when certain audiences are on the app, are we starting to see that like the business people are usually primarily using the app during the daytime? Are we starting to really have been on this app now for now a year, almost a year, it’s starting to see those flows in those trends and when are people active on that? Is that becoming clearer? Yeah.

Yeah, it is. So most people are on in the morning. And the reason why is because you have, you know, India in the evening, you have Europe, you have us up. And so maximum times are really at the top and bottom of our time zone. So I’m in Pacific standard time zone. And so was clubhouse HQ. So it tends to be like anything like 8:00 AM and before,

and like 5:00 PM. And after there seems to be a lot of people on the app. But if you think about your ideal audience, right? When are they on the app, if it’s an entrepreneur or maybe it’s during work day of your hours, the trend that I’m seeing is that, or the trend that clubhouse has talked about is that all the rooms are going to start getting bigger because fewer people are creating more people are listening.

So I would say like the number one thing to worry about would be when is the best time for you and your business, right? So that you could do this sustainably over time in the future. And this was a big question I had for myself. Okay. What is the absolute best time that I can do this for a long time? So I had to ask myself that question,

but on top of that, what you can do is you can go in the app and you can see how many members are on the app and in certain clubs at every single hour. And you can start to think, okay, you know, I have two different time slots I could do on a Tuesday. Let me see which one of those might have the maximum potential.

Let me also see who is doing regular rooms during that time slot. So I can see what if I have a competitive advantage or a competitive, you know, situation here where there might be other rooms that are pulling people in the same direction for the same topic. So I think that that is a little bit individualistic, but I will say that there’s more people on the app in a global sense in the mornings and at night,

but that might not matter for everybody. For instance, I coach people mostly in the U S right. So I’m okay with hitting people in the U S but just know that as people go back to work, you want to set yourself up for success for thinking, you know, when our people that my ideal client, if it’s somebody that’s working, when will they most likely be on a social media app?

So those are the questions we want to ask them. Great advice. Great advice. Yeah. And that’s exactly what you were saying. So we picked Tuesday night for our wave makers mastermind room, because I know I’m usually not on an airplane. I know that sounds silly, but like, when I’m traveling to see my kids, I’m on an airplane,

like Friday to Monday, right. I knew that there was no way I was going to be able to be there every single Tuesday night. So as we roll back into the fall, I never have to wonder about a Tuesday night because I’m always there. And so I love that you said that, and then I have so many questions for you clearly.

Hopefully all of our listeners are getting value out of the questions. I’m asking you as well for our Australia participants. Are we starting to see more of a growth in Australian participation on clubhouse than we were in the beginning? Yeah. Yeah, we are. And I think it had to do with like more lockdowns, more like of the pandemic actually grew the user base.

So we do think that there’s more people from Australia. I’m meeting them. They’re a little bit of an opposite time zone for me. So I don’t meet as many of them, but there’s growth in that side of the world has accelerated a lot, like all the way from India to Asia, to Australia. Europe has also grown a lot too. I think that us kind of had a strong user base before you left,

but that side of the world, I mean, they’re, they’re creating communities and the app just continues to grow. Like it really only has like a few million people on, like the growth potential is still in the billions for the app. So it’s something to really think about. It’s still a baby. Yeah. You guys are all a drop in the bucket.

So this is why we love clubhouse so much. You know what Annabel was saying? Like, she’s an early adopter, even you who would be on this app now would be an early adopter. So you are not late on the upswing on that at all. Thank you so much. And those were kind of very specific questions, but these are questions.

I knew that our clients and our audience is asking, we have a huge client base in Australia and yes, it’s like three to five o’clock, you know, in the afternoon here in mountain time. When, when, when it is there tomorrow morning. And so there are some, some different times in there. Okay. So way to build your business and be productive with your time is number one awareness and everything we just talked about can fit kind of into that awareness category.

What is the second way to make money off of clubhouse and be strategic about your time? Yeah. And these next two, I think, are things that I told you, a lot of people are getting in the awareness trap. They’re just building awareness, building awareness, building awareness. Okay. Let’s think about the human beings, right? That we’re meeting,

we’re building relationships with and the fact that we’re going to see them again, because here’s the thing on clubhouse. We’re all clustered together. Everybody that’s interested in business development. We are in a cluster. As people follow more people in your social graph, you are going to be more visible to them, especially now. So going back to what you said,

where this is a great time for people to be an early adopter. Yeah. Because discoverability just started right before the rest of us were kind of like, I hope you see me over here. You can’t really find me by my keywords unless you’re being super strategic, like that doesn’t exist anymore. So here’s the thing is that if you are setting yourself up to get to know people really well,

you’re treating them well. You’re giving them a ton of value in that awareness phase. They’re going to like and want to maybe see you again. But as we know with the business buying cycle, people don’t necessarily buy from you the first day they meet from you. So I think what a lot of people need to do is nurture their audience, right?

You are literally building a community on the app. There’s something called clubs on the app, which we talked about a little bit, but you could have your own, right? Most people when you’ve been active for like maybe a week, you could start your own club if it’s aligned with your brand even better, but that’s basically your hub, right? You can take people also,

I just want to put this out there into a community of your own. Like maybe you have a Facebook group, something like that. You can take people, but the level of readiness for them to take that journey with you is going to depend on how you treat them and how you bring them into your world. So, one thing that I think is really important to do is through that awareness phase,

bring people onto your email list so that they can see even more value from you. See if you can get them to take the journey over to Instagram and follow you there so that you have more touch points. These touch points are so important in like developing that trust. When you see somebody on video and you also heard their voice, you’re going to trust them a lot more.

And also what this also informs is that I know that there’s people who are aware of me, but they don’t know me that well. And my content, I need to nurture them on clubhouse, right? I need to create rooms that maybe are not the big, bold, like huge rooms where everybody sees me that are nurturing people in specific needs. So if somebody comes up in a clubhouse room and they ask a specific question,

I may create a room about that specific question to best serve them. If I think it’s going to, you know, serve the community that I have, because I want to nurture that community and help them with their needs and give them a chance to get to know me in a smaller setting. And so that’s really nurture is like kind of moving people along,

getting them to like you more, giving them more resources, maybe engaging with them on social media. So you can hit them in more ways. It just depends on how robust you want to be. But at the very minimum form, it’s, you know, you might meet me in a room with other people on a stage. You might like me,

you might follow me. Now, I’m going to take you into a container where you can really learn from me specifically, have an incredibly clear idea about who I am and know my style, know what I have to offer. And so that’s, the second part is nurture. I love that level of that. Okay. And then number three, the third way to make money,

grow your business and be very productive and strategic of your time on clubhouse. Yeah. This is the one that almost nobody is doing and it’s conversion. It’s converting straight from the stage. So what I’ve noticed is that people can sell anything from an SLO or a very low ticket offer all the way up to something that’s a few thousand dollars. Sometimes even more from the stage,

like you don’t even have to like get them into a fancy funnel, but if you have one, it does help support you, but it’s having those rooms and being in that position where you are literally by yourself, hosting a room. And the whole intent is to get your super fans into the room. The people who are the hottest that know you the most and basically drive them down a sales sequence.

So that content might look like why you need an email list to build your business. Then you would sell to them like some sort of email list building service at the end of the day. But having something that’s like very coherent with the room to what you are selling and selling it directly from the stage. And in order to do that in the way that has the highest integrity,

in my opinion is to really be the only moderator to not have any conflict between offers and to have that be a very small niche down room that, you know, like, okay, somebody came into a clubhouse room and awareness phase. They asked the question, I did a nurture room on that. And then, you know, maybe, you know,

as I’ve, I’ve warmed them up, I’ve gotten to know them on socials. I’m now going to sell them something that answers that. But it’s me as part of the solution. And so bringing people down those journeys on clubhouse, it’s really, really working well, but people have to do it. They have to be okay with being in a room with one or two people that said,

heck yes to them. And sometimes it’s more than that. Right. I noticed that as you grow, it’s more than that. But this conversion content is really, I think what makes or breaks businesses as being okay, sitting there and saying like, by myself, do you like me? Do you like what I have to offer? Are you interested in taking a further journey and then offering that to them in a way that’s like,

of course of service. And so those are the three types of content to grow your business on club. Yes. Okay. So I want to give an example of that. I always try to pull the curtain back on what we do in our business. So this is a strategy that we’ve used on clubhouse since the beginning of January. So let me reverse engineer for you guys,

because some of you guys have actually been in this strategy who are listening and we’re about to do it again. Okay. So I’m going to tell you here on the podcast, and then you will be able to go and watch us do this. Okay. So we have a masterclass. So we only hold a couple of times a year called your signature offer.

Right? So where we teach everybody how to build out their industry, leading signature online course and program mastermind coaching program. So that is starting here in October. We were talking about that behind the scenes, right? So before that we have a challenge like creating your industry, leading offer challenge, right? What we do is we host clubhouse rooms for three weeks leading up to that on the B primary questions that are answered in the beginning parts of our masterclass and in our challenge.

So the rooms are going to be like how to create your leading signature framework or method, you know, how to choose a signature offer. That’s right. For you, you know, is launching a course, right? For you, like all of those questions that people are asking. So that’s, I’m just telling you guys exactly how we do it,

and you’re going to see us doing it on clubhouse here over the next couple of weeks towards the end of September and October, because that’s leading that up. And that’s exactly like Annabel was showing you that when you do this, that conversions are incredible because you’ve been able to have conversations with people. They know that, you know, what the heck you’re talking about.

They know that you actually can, that you are proven to give them the results they’re looking for. They know that you understand their frustrations and their pain points, and you are like the golden arrow to the problem they’ve been probably trying to solve for a very long time. It’s full of integrity. It’s very straightforward. There’s nothing hidden or tricky about it.

It just goes from a conversation to a smaller solution to our masterclass and those people that want it, they totally want it, right. They’re like, yes, please let me do this. I need this industry leading and signature program. And so that’s just sharing with you guys and just laying it all out there on the table. Exactly how we do this strategy.

And, you know, it’s interesting that you said something in there, you know, as long as you’re okay, being on being on stage and being like the one. Totally. And I think that makes people scared. Right? I think the reason why some people get scared of that is because they aren’t so sure about their solution about their signature program and offer.

If you aren’t sure about your solution, then, then that’s a problem we need to solve for you. Right. But I think that they are not so sure about themselves. And so that’s how they, you know, don’t want to do that. Some people that are just shy, what we have seen people do in the past is bringing in. So instead of it just being them on the stage,

bringing in affiliates and friends or clients who have actually experienced their services, and I will have some people ask a question, I’m like, Hey, you know what, that’s a better question for, you know, Nicole or somebody else to answer it because Nicole has actually been in our class and we’re always very upfront. We sell the solution to this. We’re never,

you know, like cryptic about it. We’re like we actually sell the solution to this. And so I just wanted to share that with you guys, as we’re talking about it. So as Annabel’s teaching you the structure of it, that you will also have like set example of it in action as well. And it does work really well. And I’m really surprised that you say that more people aren’t necessarily doing that.

Why do you think that they aren’t doing that so much? Yeah. You know, I think it’s because they don’t have a business. Like they don’t have an offer exactly what you’re saying. They got on the app. Now they have all the awareness. They know people like them. They know they like their ideas. They probably know the problems they could solve,

but at the end of the day, they don’t really have either that confidence or that flow. So there’s some people that like, maybe they start with, okay, you can get on a discovery call with me and I’ll try to sell you coaching. Right? Like that’s probably the level that they’re at with their funnel, but they don’t really realize that you could do a masterclass or you could have like freebies to build your email list or you could have some sort of launch sequence.

And so I think that all of that’s really important, but at the end of the day, you have to know what it is that you’re offering people so that you can then back that up and say, okay, what’s the bridge between you knowing who I am in a clubhouse room, me actually make an offer to you and you actually buying the thing.

Right. So people kind of need to know that bridge. And so I think that it’s a little bit like a happy surprise for many people that they grew group, they got all this awareness. They have all these people that like the thing is about a clubhouse is if people are interested in you, they’re going to come to your inbox and say, can I work with you?

And then if you don’t have an offer, you’re like, Hmm, yes, you can. Let me just like, create something for you right now. Like, let me just, if you want that, yes, I’ll do it. But we want to get people into a model that’s really scalable, right. Something that they could do over and over again,

just like you are like, you know, that it works, you’ve measured. It, you practice it. You know, that like if people go from clubhouse room to masterclass to challenge, they’re going to buy the product. Right. And so that’s kind of the thing that we want to build for everyone is just knowing that that conversion content will always work for you on a consistent basis because your offer matters.

It’s something that people want. It’s something that they will take that journey on with you. And so that’s why I think it is, is that a lot of people are disliked kind of like in that development phase. And it’s totally okay. I think that’s awesome. Yeah. And we have actually had multiple clients come to us for that exact reason. Like,

I don’t have an offer. I don’t know what I’m selling any of my signature offer. I help them out. So totally. Yeah. A hundred percent. All right. So today we talked about how to be really wise on your time, but we actually didn’t talk about the numbers of time in itself, but I know everybody’s different. So before there’s my children calling in my emergency breakthrough listeners,

there’s another child podcast listeners calling for more lunch money, probably for our listeners that are really kind of wondering how much time do I actually need to spend on this in order for it to actually be worth my while. Is there at least a minimum time or is it a cadence or a consistency that you recommend? Yeah. Okay. So I would say that like,

you’re probably not going to move the needle a lot if you’re not willing to spend at least four hours a week on an app and at least one of those hours being you having your own room. So I think that that’s something that’s really important. It’s a time intensive app, but here’s the other side is that the sky’s the limit with influence awareness and all of that.

So to me, the real question is what do you actually want? Do you want to build something that’s more evergreen? When we talk about the offer, when we talk about the funnel, do you want to build something where it’s like, you can be on the, in the conversations? Do you enjoy them? Does clubhouse let you up? There’s a lot of people that are like,

I love it. I just love it here. I just want to spend all day every day. Okay, great. Let’s build the model that lets you do that and be profitable. So that’s kind of like the question that goes to my mind. But at the same time, there’s people like Janet who does Pinterest marketing and she’s made a ton of money on the app.

And she does her two regular rooms every single week. And in her free time outside of her business, she goes into other rooms and she creates awareness around who she is. And her funnel is really strong, but it’s a service based funnel, right? She has coaching. She has her courses. She has a little bit of a mix. She’s made a lot of money on the app to spending around four hours a week.

So the sky’s the limit for you. If you’re somebody that has the desire to build your personal brand and build your social media, and maybe you are starting at zero and you have a lot of time use the time to grow that, build that. I think it will serve you for years to come. If you’re somebody that’s super busy, you have a great funnel already in place.

Maybe you have a Facebook funnel or something that’s already existing. Maybe you want to add a little bit more. You want to actually use clubhouse to nurture your community or get in front of some new eyeballs or be an expert guests. That’s great position yourself for that. I really think that anytime, but I would say the minimum is around four a week.

And I think most people could probably figure out four hours a week. Right. And it’s worth it. We love being on the app. I love the app so much and I get to meet amazing people like you. So thank you so much for being on the show. So you actually have a guide that you’re going to give to our listeners, a clubhouse productivity guide,

just share what is in that. And then we’re going to make sure it’s in the show notes of this episode so everybody can grab it for free. Yeah. Yeah. So this guide really came out of the question of so many people say like is clubhouse worth my time. And so it’s literally your answer to that. So we go over the six different places where you can show up on clubhouse effectively.

But then we also asked the very hard question is like, what is your ideal life and week actually like, right. Take the time to actually do the worksheet in order. I tell you my winning formula, how to use awareness, how to use, you know, nurture how to use, you know, conversion. You can do all of that,

but none of that matters to me unless it fits into your ideal day and week. And that is going to help you to decide, okay, what are the hours that I might spend on clubhouse? Why is it worth it to me? Because I want you to define what you want. Right? What makes it worth your time to show up in a clubhouse room,

do the scary thing, add some value, get in front of people, build your brand, do the work around clarity. Like what is it that gets you to actually do that? And then once you do that, then it’s like, okay, so what time am I going to do it like that? That’s where I want to get you. And that’s how I designed the guy Love.

That sounds so awesome. I know our listeners really appreciate it. And I really appreciate you sharing that with everybody. This is episode number 243, and all of our listeners can find you and how to connect with you@theshownotesatsweetlifeco.com, just click on the podcast button. It’s episode number 243. But before we go, what is your clubhouse handled? So everybody can follow you.

Yeah. At Annabel, by Han. And then if you went to follow my club, it’s now the club under clubhouse mastermind. And so you could follow me in both places and that will get you right into the content that you want to see. It has mastermind. I love that. Okay. Well we’ll for sure be jumping in your rooms from your club too.

I appreciate your expertise and your time so much. Thank you so much. And Thank you for having me.

Episode 242: Should Live Virtual Events Be Part Of Your Offer? – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


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Who This Episode is Great For:

This is a great show for coaches, consultants and service based experts who want to grow their leads and increase their sales with pre-qualified buyers. 


In this show we unpack the online business model of “live virtual events” and help you determine if they should be part of your business strategy moving forward. 
Live Virtual Events are not new. In fact, we’ve been hosting them for years. They’re an upgrade from sales webinars and could be a good option to increase sales in your business. But, like all business models, Live Virtual Events aren’t for everyone. In this episode we dive into the model of Live Virtual Events and how offering them can impact your business and lifestyle both positively and negatively. 

At the end of this episode you will:

  1. Understand the structure of a Live Virtual Event
  2. Compare Virtual Events to Sales Webinars 
  3. Know the most common way to fill your Virtual Event
  4. Have complete clarity as to if Live Virtual Events are the right strategy for you

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, April Beach I, you guys, and welcome back to the show. We have a little bit of housekeeping to do before, before we dive into tonight’s episode. And so let’s go ahead and talk about that first,

For those of you who are faithful, sweet life podcast listeners, thank you so much. You may have noticed that the previous episode, 241, which dropped on August the 23rd, 2021 was removed. And I want to talk about that. I’m always honest with you guys. And I want to just cut right to the chase. Our guest, who is an amazing human was asked by a former business partner to remove the episode out of respect for our guests.

We removed it, but in almost five years of podcasting, we have never removed an episode or we have never not produced an episode. So first and foremost, I want to apologize to you. This was an amazing episode. It was so good. I want to tell you this, that if you would like to have a recording of this episode, you can get a recording of it by emailing podcast@sweetlifeco.com.

It was an incredible episode, and I will release a recording to you. As long as you send the request to podcast@sweetlifeco.com. So there was a previous episode that was titled how to build a million dollar business with live virtual events. It is incredible. And if you still want a copy of that, I will release it to you. However, we did pull it off of iTunes,

out of respect for our guests and frankly, a very, just messy situation that I’m not going to take our time to talk about what I will say, learning moment here. This is exactly why I don’t like partnerships. You guys is because shit like this happens. So that’s all I’m going to say about it, but I want to thank you for being a listener to this show.

Again, happy to give you a copy of that episode. If you missed it, as long as you email it, the request for episode number 2, 4, 1. Now what’s happened because we had to remove the episode is that our numbers got a little messed up. So last week’s episode, you’ll hear me referring to the show notes as going to episode number 242,

but our numbers kind of squished back one. So this episode that we’re going to talk about here, and yes, I’m talking about live virtual events. It’s a really hot topic we’ve been talking about for almost a year. This episode is officially numbered, 242, but there’s a little bit of some confusion in there because last week’s episode was supposed to be 2 42.

I hope that makes sense to you. You can find all of the show notes for all of the episodes by going to sweet life co.com. Even the show notes for the previously removed episode. And there you have it. So let’s go ahead and dive into what we are going to talk about today. So we’re going to talk about today is answering the question should live virtual events,

be part of your offer. And we’re going to be talking a lot more about live virtual events here on the podcast. We’re going to continue to talk about it and clubhouse with live event, amazing leaders like Barry and blue with Sage and all these great entrepreneurial leaders who are hosting live virtual events. And so we’re going to continue to talk about this here on the show.

So this is definitely not the end of the story. This is the beginning of a, I don’t want to say a launch, an awareness of an amazing way to warm up your audience and pre-qualified buyers, and to increase your sales. So on today’s show, this is for all of you who are ready to scale your business online, and you’re considering maybe webinars in the past.

We’re going to talk about the status of webinars in this show. And we’re going to talk a little bit about how live virtual events compare to webinars as well. So it’s a great show for those of you guys who are coaches and consultants, who are all of our listeners, are your service-based expert who want to grow your leads and increase your sales with pre qualified buyers.

In this show, we unpack the online business model of live virtual events and help you determine if they should be part of your strategy moving forward. So here’s the deal live. Virtual events are not new. In fact, we’ve been doing them for years. They’re an upgrade from the previous old-school sales webinars, and they can be a good option for your business,

but like all business models, they’re totally going to affect your lifestyle and your time. And you know that I geek out on those things for you. There’s nothing worth building. If it’s not going to give you the lifestyle and the time and the profit freedom that you want. And so we’re going to dive into those discussions on two day ship. At the end of this episode,

you will understand the structure of live virtual events. You will compare live virtual events to sales webinars, and know really which one, if either could be a good fit for you. You’re going to know the most common way to fill your live virtual event. So how do we get people in there? And you’re going to have complete clarity as to whether or not this business,

this business model is for you. So again, all this show notes can be found by visiting Sweetlife co.com and just click on over there. And this will be the most, most current podcast available if you’re listening to this real time. So let’s go ahead and dive into today’s show So the first question we have to talk about when we’re talking about live virtual events is to answer the question are webinars dead.

If you are in business and you are selling to other entrepreneurs, webinars have been not converting well for about two years. Let me give you some history on this. We first started selling our courses and programs through webinars back in 2008. I mean, that’s like ancient times. That’s like the dark ages of online business. Okay. So webinars and sales conversion,

Weber’s about it had been around for a really long time. So if you are selling to other entrepreneurs who are used to being in webinars all the time, you’re going to have a hard time filling your webinars and converting from your webinars. And so inter live virtual events. Now, if you have a business that doesn’t sell to establish entrepreneurs that are new to webinars,

webinars can work great for you. So we don’t want to totally throw the webinar baby out with the bath water, but I just want to address kind of the elephant in the room and like, Hey, what’s really happening to sales webinars. And so those are just some of the trends that we have seen. So let’s just take a moment of silence of gratitude for the sales webinars of old that have made many of us thousands and thousands and thousands of dollars.

Okay. Moment of silence over at times are changing. And here’s the deal. When is the last time that you like raise your hand to be in somebody’s webinar funnel, right? And you’re saying, Hey, you know, please let me sign up for your webinars. So I know you’re going to sell to me. And the last 10 minutes, none of us want that over the last couple years,

we have bond back, which I know when you’re thinking automation and, you know, press and go businesses where you do not want to be present webinars on demand. Evergreen webinars are great, but we’ve been moving back from so much on demand because people, especially in the last year and a half want curated experiences, they want personal attention. They want to know that you know their name or that,

you know, what they look like or that, you know, their story or, you know, people frankly just really like to talk and they like to share what’s going on with them. And so they can’t do that in a webinar setting. But when we curate an atmosphere where people can share where they can talk, where they can share a little bit about why they’re there and what their story is,

all of a sudden we have created an environment where they feel like they belong and that environment can be done in your live virtual event. And it’s magical. So let’s kind of talk about live virtual event structures. The first thing you need to about a leverage event is pretty much just like a webinar format, but instead of using a system like zoom webinar,

where it’s just you up there on the big jumbo screen talking, some of the best live virtual events are where, you know, we can see all your others, attendees faces. So we can use zoom meeting and different software for that as well. Live virtual events are most commonly held in 1, 2, 3 or five day settings. Now these are live events, okay?

These are not prerecorded. These are live events where you get to show up and you bring all your energy and you interact with people and they offer powerful strategies in a workshop setting. It’s like a duet with you setting. That’s what you do when you offer live virtual event. And what’s so cool about them is you can bring in your expert content that perfectly tees up your high end offer,

which you sell at the end, kind of to the middle, to the end of your live virtual event. And because you’re weaving in these emotional journeys and these emotional connections for your attendees throughout your live virtual event, by virtual events, commonly have breakout rooms. People commonly get personal attention, and there’s a lot of implementation that happens within that, the event itself.

So whether or not people actually choose to join your high ticket offer, I fill up virtual events, really give them an amazing transformation. And if you’ve been listening to me in any of my shows for the last four years, you know that I am an engineer of transformational offers. And so anything we do, I believe we need to deliver a transformation and live virtual events are one of the best ways to do this.

Now let me peel back the curtain a little bit more for you. Like I said, we’ve been doing leverage events for years, but the king and queen of live virtual events and how to use live virtual events are Berry and blue with Sage. Let me tell you a little bit about them and I’m going to make sure that you have their information to connect with them further here in our show notes.

So at first connected with barium blue and clubhouse, and they delivered some amazing masterclasses, totally free to hundreds of people throughout late 2020 at the beginning of 2021, when we first all got on clubhouse. And since then I’ve co moderated multiple rooms with blue. And so a lot of the strategies that we use, we have learned from them. This is very important to know like who is the king and queen and the live virtual event space.

Currently. I know there are a lot of other people that are doing it really well. And my friend Eileen Wilder does live virtual events well. And so I just want to make sure that you’re getting all the resources and that you get to tap into and learn from the same amazing leaders that we have been. So we hosting live virtual events for years before this,

in this same setting, but my IQ and how we do our live events is, has really changed. And we’ve been able to curate even better experiences because of these leaders. So I always want to give credit where credit’s due. And so I’ll make sure that you have their resources to some of these amazing leaders in our show notes. So let’s go ahead and we’re going to dive into three different areas of live virtual events.

Now that we’ve talked about the structure of what it is as a business model, before we move on, if you have not yet grab my ultimate guide to online business models and offers, I just updated it to include the details of live virtual events. It’s totally free. It’s 18 pages of the ins and outs of all the different offers and business models that you can deliver in your business.

And I tell you exactly how they will affect your time in your life and your profit. You can pause this podcast episode in just text the word guide to the number 8 0 5 2 5 4 0 8 8 0. Or you can very simply go to the show notes@sweetlifeco.com and I’ll make sure that that is in there for you as well. Okay. We’re going to talk about live virtual event pros.

We’re going to talk about live virtual event, mid considerations, and we’re going to talk about live virtual events, lifestyle considerations, because at the end of this episode, I want you to be able to answer the question, which is the title of the episode should live virtual events, be part of your offer. And this is how I’m going to help you do that.

So let’s, first of all, talk about the pros of live virtual events, live virtual events, deliver an amazing customer experience. They build deep relationships with your leads and they build trust faster. Now, one of the things you need to know is live virtual events are not offered free. You sell tickets to your library to event or a library to event ticket.

Currently at the recording of this, we commonly host a live virtual event is $77. So it’s not a ton of money. It’s just a little bit of change. But the thing is, is it helps people know that, Hey, you know what, I’m going to show up because I paid for this and I’m expecting to get value. So at the recording of this,

the most common price for live virtual events that are used as conversion tools into higher ticket offers are anywhere from $47 to $97. We picked 77 right in the middle, just so you know. So they’re super fun and high energy. I mean, it feels so good to interact with people and get them results in people really feel like they belong. Live virtual events are answering the need of isolation for a lot of people over the last year and a half.

And they’re different from Sydney to the zoom. They’re just not sitting there in a zoom, you know, having a chat, having a boring chat engineered, just like in person events, live virtual events are engineered and laid out just like we’re there in a room together having this amazing interaction at time live local event, but we’re engineering them to be hosted virtual.

And they’re very, very special and very powerful when you do them, right? And they establish you as an expert and the solution holder for what people need. And they do that in a really fast way. And so therefore live virtual events pre-qualify and they disqualify your perfect buyers. So those are some of the pros of live virtual events. And I want to make sure we just head out the gate with those,

you know, live virtual events for us, again, pulling back the curtain for you in order to host our library to events, we lay out our 12 month calendar of when we’re going to host our live virtual events multiple times a year, and they lead into our signature offer and program. And so it’s really powerful and people love it. And we even have huge faithful fans that chose not to purchase our signature higher ticket program because they got amazing results in our live virtual events.

And they are lifetime fans. They love us because our engineer or the way we engineered our event was so powerful for them. So that’s great. Again, there are some of the pros of live virtual events. Now let’s talk about some of the mid consideration. So these are kind of like lukewarm, not hot, not cold. I just want to make sure you’re aware of these.

If you’re thinking about doing live virtual events, they are alive. They are not pre recorded, live means live. So you have to show up in. So does that align with your personality? Does it align with your schedule? Is that something that you feel like doing? Are you like somebody with high energy energy that loves to interact with people or does that not really align with,

with your personality as a leader? So those are some of the things yeah. You really need to consider when you’re considering this type of business model. Are you good live, are you good on the fly? Can you stand up in front of anybody in teachers zone of genius and how easy is it for you to flow in that? Even though obviously your content is planned,

you’re still alive. It’s like you’re speaking for an extended period of time. And so you need to be comfortable with that. And the other mid consideration before you just go and start launching a live virtual event, is that the architecture of the rest of your funnel. So your marketing in your ads, your lead magnet, and then after your live virtual event,

your call to action into your higher ticket offer has to be nailed. You don’t want to host a live virtual event all by itself until all of the, of the rooms in that house are built. Okay. So it’s, it’s something important I want to mention, because I don’t want you to leave in this show and being like, oh yeah, I’m going to get a live virtual event on the calendar.

We want to reverse engineer your success. If you’re one of my clients and you’re listening to this, you hear me say this all the time. First, we have to know what you’re selling, right? What is that signature program and an offer. And then we can go a little bit closer in, so, okay, what’s a conversion tool in this case,

we’re talking about live virtual events, and then we can go a little bit closer. We can say, okay, what’s that lead back that that’s going to lead into that leverage hold events, lead magnets can be challenges that can be quick little videos. They can be downloads. They could be quizzes or assessments. There’s a variety of lead magnets that people use to feed into leverage events.

The most common lead magnet that everybody is using is a challenge. Just so you know, everybody is using that right now. And it’s working really well. We use that ourselves. Okay. And then you reverse engineer that little bit closer, and what’s your marketing strategy. What’s your ad spend and how are you, how are you filling your live event?

So those are some mid-level considerations that I want you to think about. You know, first we talked about the pros, like the high highs, and now we’re like, okay, let’s come down to earth a little bit here. What actually has to happen in order for you to pull this off and nail it. Okay. Want to make sure that I’m uncovering all of that for you,

and you need to have a consistent flow of new leads to run this model more frequently. So if you want to run a live virtual event every single month, you need to make sure that you have an adequate ad spend or another source to generate leads, new leads into your business to continue to continue to fill your live virtual event every single month. Okay.

Now let’s talk about how this is going to affect your life. And again, this is my favorite thing to talk about because, well, you know, I just came back from taking like all summer off, going around and adventuring and traveling with my kids and, and moving my oldest son back to college and all the things that we do or all of the things we want to do.

Right? And so every time we consider a business model, we first want to consider what is this going to do to your life and your time? And so when we’re talking about live virtual events, it is definitely going to affect your lifestyle and your travel and your family time. And there are some ways around that. As an example, I host zero live virtual events in the summertime because I’m Mia,

right? And you can do that too, but just know that if this is going to be part of your flow, it is going to affect your family time positively or negatively. This could work great for you. Number two, plan your live virtual event, calendar 12 months in advance. You can always then plan your travel, your adventure, your other business operations,

your passion projects, your philanthropy, whatever it is you do, right? So you want to take a 12 month calendar and you want to plot when you are selling or opening your signature program. And then prior to that is when you want to host your live virtual events. So how often are you selling or opening your signature program? Is it available all the time?

Those are some of the things that you want to consider. Number three, many live virtual events that do well are held on the weekends Friday, Saturday, Sundays. How does that work for you? I work on weekends quite often during the months of the year that I work and I love it. My brain works really great. And then some weekends,

I don’t feel like working at all and I totally check out, you know, what does that look like for you? Are you okay with having a business model where the people that are going to attend really need to be there on a Friday, maybe even a Friday night and Saturday and a Sunday. How does that work with you and for your life?

Number four live virtual events that are currently performing well are done in one, two and three day segments. We have shorter live virtual events that do well. So our current live virtual event is a half of a day. It’s awesome. We’re in and out. You’ll love it. Other friends of ours host live virtual events that are for five days. It really depends on what your signature program is and what you’re selling and what content or what transformation needs to happen in that live virtual event.

If you’re talking to Barry in blue with Sage, they love three-day live virtual bats, but just know for you. Are you cool with doing leverage events that could be three days straight or five days straight? What does that look like to you? Number five, really think about scheduling these on repeat for your lifestyle considerations. These do need to be on repeat.

So some of our clients, and we have a lot of clients right now that we’re coaching and working with them to design and build their live virtual event. Some of our clients are doing them every six weeks hosting their live virtual event. Every six weeks, some of them are doing them quarterly. So what does that look like for you? Do you want to host a live virtual event every month or every quarter or every trimester,

whatever that works, whatever that looks like for you, just make sure that you are looking at that 12 month calendar. Like we talked about before and scheduling them on repeat, do you have to do this? No. I’m just teaching you and sharing with you, how we scale businesses for higher profit, right? You can host one live virtual event and it can be just one little Allah cart event and it’s great and you’re done,

but that becomes more like a signature offer program that changes your live virtual event from being a conversion tool into your signature offer or program. If that makes sense. And then the last thing, just being really honest, what does that really look like? As far as your energy and your personality, are you like the super high energy person and you love engaging with others or you,

somebody that is like, wow, you know what? I just don’t know if I can be at that higher energy for that period of time. Now let’s dive into that being very real. First of all, your live virtual event is going to be yours. It does not mean you have to have dance parties. Can I just say for the record?

I hope I don’t hurt anybody’s feelings. I can’t stand the dance parties. If you get me on your live virtual event and have me dance, I am not liking you very much. It’s just not who I am. So what I’m seeing is you do you in our live virtual events, I will never make you dance, but I do like have you get up and have you get a drink and have you get a snack.

And we do put on music. We do a lot of music, but I’m not going to make you dance on zoom. And I’m a dance mom. Okay. So you do you, your leverage events don’t have to be like super high energy.<inaudible> I’m not like that. You don’t have to be like that. And you can still have an amazing event.

You can have a three-day meditation prayer event. I don’t care what it is, but just make sure that whatever event you are curating, that it aligns with your energy and that you want to do it. Because if you’re building something that you don’t really want to do, number one, you’re going to suck at it. And number two, your sales are going to suffer.

And that is a fact, okay. Keeping it real here on the show. Okay. So let’s recap today. We talked about should live live virtual events, be part of your offer. We talked about what they are, the structure of live virtual events, the pros and cons of library, virtual event, and some mid tier business model considerations. We talked about the current format of the funnels that are being built into live virtual events.

We talked about, who’s doing them. We talked about how we do them. And we uncovered, you know, and pulled back the curtains about our live virtual events. And we also covered whether or not you should be selling with webinars. We actually covered a lot of ground in this episode, and I’m meant for this to be more of a foundational episode about live virtual events,

but we’re going to be talking about them a lot more. We teach our clients in our wave makers program about live virtual events and we help people engineer live virtual events. If you want to work with us to learn how to engineer and layout your live virtual events, you can find us@sweetlifecoat.com and apply to work with us at any time. We would love to meet you.

And if you just want to take this information and run with it, awesome, please do it. Take a screenshot of this episode. Let me know if you’re thinking about doing live virtual events, I would love to follow you on Instagram and cheer you on. You can find me at April beach life. All right, you guys. And again, all of the show notes for this can be found@sweetlifeco.com

to recap. This is technically going to be number two for two, but last week’s episode was also talked about being number 2 42. And that was only because we had to take down the episode the week before that lots of drama. I hate drama. Okay. So we’re cleaning this up for you and moving forward next week, moving into fall. So excited for fall here to be here on the Northern hemisphere.

And then for those of our friends, and we have so many of you guys that listen that are down and under, first of all, praying for you guys that you’re all well and thinking about you guys, and hopefully as the seasons change for you down there, that circumstances will change for you as well. Okay. You guys have an awesome week and I appreciate your listenership and I appreciate your subscribing and I appreciate Your sharing this episode,

and I will talk to you. Bye for now.

Episode 241: How To Make Money While Having Fun – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Download the free Ultimate Guide to Online Business Models, Offers, and Lifestyles

Who This Episode is Great For:

As a lifelong entrepreneur, I can’t imagine a life where someone else directed my time, energy, location and schedule. So this episode like all others, is geared for people like me. The dreamers and doers. 


Money doesn’t buy happiness. Yes, it definitely takes the edge off… but when it comes to being truly happy and fulfilled, most people consider time, family, health, love, giving, helping, and adventuring as the real prize of life. 
In this show, I’m breaking down the two-punch formula for a profitable business that makes you really REALLY happy. 
This episode is dedicated to my oldest son, who asked me this exact question over breakfast. He’s grown up in our lifestyle entrepreneur family and was the special guest in episode #84 “Inside The Life Of An Entrepreneur’s Kid”.  But now, two years later as a college student, he’s determining how he wants to design his life, and this question is at the forefront of his mind. 

At the end of this episode you will:

  1. What is a lifestyle entrepreneur? 
  2. How to engineer your offers so people always buy
  3. How to know if an open and close cart is really for you

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

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Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the life entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach, Come back to the show. I’m April beach. And today we are talking about how to make it money while still having fun. Now, I know that sounds like a Super cheesy title, and you might think that we’re not going to talk about anything very serious here,

but that is definitely not the case in this show. I am breaking down the strategies to actually make this happen. So let me go ahead and set the stage for what we’re going to talk about today. First of all, this is episode number 242. So if you’re a new listener, all the things that we talk about, all the links that I share,

oftentimes we give away these huge free resources with episodes can be found by going to sweet life co.com clicking on podcast. And you can just search by episode number 2 42. So if you’re on the go, don’t worry about missing any of this because we will have it waiting there for you in the show notes at our website. This episode is great for those of you in any stage of business.

So our company, the Sweetlife company, we consult entrepreneurs who are launching, scaling and amplifying a coaching consulting or service focused business. And usually I’d like to break up the episodes because we give you step-by-step business strategies that other coaches charge thousands for here on the show, totally free, but not every business strategy is great for every business, right? So where you are in your business tells us what strategies you need to be using to get to the next level.

And so oftentimes I break up these episodes saying, okay, if you’re in this phase of business, listened to this show, or if you’re in this second phase and listen, honestly, this show is great for everybody. So regardless of where you are in our business growth system phase, this show is going to be really good for you because there are a lot of people that are making a lot of money that are not happy at all.

And we talk about that on the show today. So your bonus resource, which is really powerful, which you can just pause and grab right now is the ultimate guide to online business models. Okay? So this means online offers. We have a massive ultimate guide that you can grab just by going to Sweetlife co.com forward slash ultimate business guide. Okay? So that’s available for you now,

again, anybody in any phase of business, this show’s going to be a great one for you as a lifestyle entrepreneurial lifelong entrepreneur. I seriously cannot imagine a life where somebody else has directed my time and my energy and my location, my schedule. So this episode, like all others were talking about how to make money while being happy, but it’s just for entrepreneurs.

You’re not going to catch a drift for me here on the show about how to do this by working for corporate America. So the summary of what we’re talking about is the fact that money doesn’t buy happiness definitely takes the edge off. I hear you for sure, but when it comes to being truly happy and fulfilled, most people will consider time. Family health love giving,

helping others, adventuring and traveling as the real prize of life. And so in this show, I’m breaking down a two punch formula for a profitable business that makes you really, really happy. And here’s a really quick behind the scenes. Okay? This show is dedicated to my son, Tim, and he’s actually been a guest here on the sweet life entrepreneur podcast.

Before years ago, I interviewed my son, Tim beach on episode number 84. You can go back and listen to it about what it’s like growing up in a lifestyle, entrepreneur and family. But this morning we’re literally packing his car right now to take him back to college. I’m about to, I’m literally recording this episode. So funny share with you guys like ultimate beside the seeds.

I’m recording this show because I didn’t get a chance to batch because we’ve been out having so much fun this week, I’m recording the show, sending it to my amazing producer. And I’m getting in the car with him and driving him all the way from Colorado to Delaware to go back to college. And so we’re sitting here and I’m thinking to myself today,

man, I really need to record this great show. And I have this other show totally lined up that I was going to record for you guys today. And he asked me the question, which is the title of this show. And so this show is dedicated to him. He said, how do I make money while still being happy, mom? And I was like,

yeah, it’s such a great question. And I will teach you. I’ll teach you how to do it. Just like I’m going to teach you guys here on this episode. So anyway, this show is dedicated to Tim. And by the time you listened to this, I will be somewhere in a car halfway across the country or on my way home from dropping him off.

So let’s go ahead and dive into today’s show today. We’re going to talk about what is a lifestyle entrepreneur, how to engineer your offer so that people always buy them and how to know if an opening close cart is right for your lifestyle and your business. Ooh, that was a long intro. Thanks for hanging. All right, let’s go ahead and do it.

So, first of all, how to make money while having fun. All right. So to answer that question, it’s also asking the question, how to become a lifestyle entrepreneur. All right. So how to make money while having fun, AKA, how to be a lifestyle entrepreneur. So, first of all, we need to dive into the definition of a lifestyle entrepreneur.

If you go right now on Instagram and you search the hashtag lifestyle entrepreneur, you are going to see like Ferrari’s and like half naked girls on the beach, all the things. I’m not sure where we went wrong, but expensive cars and huge mansions do not me, lifestyle entrepreneurship. So somebody hacked that hashtag, but I’m telling you, I grew up in a true lifestyle,

entrepreneur family. I have a true lifestyle, entrepreneur family, and it’s not driven primarily by money. So what is a lifestyle entrepreneur, a lifestyle entrepreneur designs, their business in such a way that it enables the lifestyle they want to live true. Lifestyle entrepreneurs are not driven by profit. They’re driven by the ability to have the freedom lifestyle that they want.

Oftentimes this freedom lifestyle is centered around action, adventure, sports traveling, and a flexible schedule. And while some lifestyle entrepreneurs have a primary business location, other lifestyle entrepreneurs want to be location independent. So it has to do with what you’re doing with your time. There are ways to make money working for other people, working for corporate America, but a true lifestyle.

Entrepreneur is one where no one else is directing your energy, your location, your schedule. And so this lifestyle entrepreneurship is how we engineer your business to actually give you the lifestyle that you love. And so to answer this question, I am breaking this episode into two parts within this one show here where it’s just two punch right here. Okay. So first of all,

we’re going to take on the question, how to make money, and then we’re going to dive into the question about having fun. Okay. So first of all, let’s talk about how to make money. So how you make money as an entrepreneur is by designing and delivering a highly valuable offer. Okay. So I’m an offer architect. I know that sounds so geeky,

but it really all starts with your offer. You guys, right? All the marketing in the world cannot save you if you have a shitty offer and you’re not good at giving people amazing results. All right. So number one is designing this highly valuable offer and here are some steps to do that. First of all, you need to solve a big problem.

So my, one of my amazing clients, I love her so much. Her name is Lauren lavender. She says it is a painkiller, Lauren lavender calls the solution to somebody’s problem, the painkiller like the medicine. And so I love that analogy and it just helps a lot of people see it clearer. And so I love to share that that’s what Lauren calls it.

So solving a big problem. And this goes with identifying your ideal client’s struggles as it relates to your area of expertise. So really pinpointing this. And if you were new in business and you’re listening to this episode, this is also what we call your M P your minimum buyable product, okay. Or program, because we’re not, you know, making physical products here.

In most cases, most of our listeners don’t do that. So this is the first solution that you need people to understand that you deliver and that they’re willing to pay for. So how to design a highly valuable offer, you have to solve a highly important problem, or you can fulfill a highly desirable solution. Okay. Number two, design, a winning customer experience.

This is huge you guys. And especially as we’re seeing the evolution and the change in online business offers the growth in the coaching and the consulting industry over the last couple of decades, it’s really important that your offer is able to be personalized, that you have the ability to enable some sort of customization. That’s how we design highly valuable offers. It is not by doing it with cookie cutter solutions,

unless your business model is to serve the masses. Some of the ways I know you’re probably thinking April, you know, highly customized offers. It’s really hard to scale. It’s actually not. When you break down your method and your framework, then you put it into a winning customer experience where that your customers, it’s kind of like those choose your own adventure books that,

that many of us used to read as kids, your customers can pick their path and enabling things like artificial intelligence and bringing in like CX focused team members. For those of you guys that are scaling your business and allowing them to customize their journey through your signature program is how we design a winning customer experience. Even if you have 500 people in your program at once,

we can still customize it. And I just challenge you right now, just if you have an existing offer to take a look at that and make sure that you are delivering that personalized, custom winning experience for your clients as much as possible within your content. The next step to designing a highly valuable offer is to determine your position on scarcity versus availability, right?

So let me say that again, determine your personal viewpoint, your decision on scarcity versus availability. This is answering the question. Should I offer my product all the time, or should I offer my product on a limited time basis? This applies to those of you guys who are considering doing what we call an evergreen course or an evergreen program, or creating a program where somebody can join all the time,

or is this something that they can only join once, twice or three times a year? And here’s why this is important when we’re talking about how to make money. If you are new in business, this is a warning to you. If you are new in business, open and close programs are tough for businesses that have not reached consistent 10 K months in businesses that have not hit list growth.

Like you don’t have an audience yet. If you were brand new, open and closed programs are tough because it puts all your eggs in one basket and you can’t open your program and then close it. And then two weeks later say, oh yeah, I’m going to open it again because only two people joined scarcity versus availability. There is no right or wrong way,

but I do want to make sure that you’re thinking about how that affects your life. And you have to determine, are you okay with only making money a couple times a year? Or does it bring you personally more peace to have a consistent revenue generation every single month or quarterly or whatever that flow looks like to you? So psychologically as a business owner,

you need to think about how it affects you. But also if you’re a new in business, I just going to send a warning about being very careful about open and closed programs, because we need to make you known. We need to have you gain traction before you close the door and not letting any new clients in, just because some marketing person told you,

you should do it for scarcity sales, the next thing nail your minimum viable product. Okay? So this is what you’re known for. You want to determine what it is that you really want to be known for. You can be known for all the things, but it’s going to take you a long time to get there, like a lifetime. We want to pick one.

We want to pick one thing at first and I promise you, I promise you. You’re not going to get stuck at it, but you want to pick one thing at first that you want to be known for and you sell the heck out of that painkiller, you sell the heck out of that solution and you own that space. And then you can grow into other solutions and then you can grow into other ways.

Here is an example of that. I bet you had no idea that my first consulting firm, oh my gosh. How long ago is this? Now about 17 years ago that I am the creator of the parent coaching and baby planning industry. The whole industry, I wrote the scope of practice for it. This company is still run. See, and you leave.

You don’t even know that probably I have entire separate business consulting firm that coaches businesses, that market to new and expecting families. And we have clients in 17 countries. It’s crazy, right? I wasn’t stuck there. And so I’m just telling you this. I promise you when you nail one thing, right? It gives you a springboard to do all the other things.

So make sure that you’re nailing this one thing that you want to be known for. And then you can grow into other things and really sit down the last step to designing a highly valuable oper is crunching your numbers. And we call this your profit matrix. You need to understand how many people you need to sell to at your determined program price. And then you need to decide,

and these are kind of scary numbers that nobody really tells you. So I want to make sure, you know, you need to decide how many people that you need to reach in order to convert into sales at your goal number of people to sell each month, right? So if you want a 15 or 20% sales conversion, and you want to have 10 new people join your program each month,

then that means you need to reach that total number with your marketing, taking into consideration, converting it 15, 20, 30%, whatever you believe based on your conversion strategy that you can convert at. And so you have to crunch the numbers. You have to know your numbers, and once you know how many people you need to reach, then that leads us into your marketing strategy.

Do you do paid ads? Do you do affiliate partnerships or are you doing everything in sweat equity, content creation and posting, and it’s really going to give you some clarity on how you’re going to hit that highly valuable, highly profitable marker. You have to look at your numbers. And so that’s answering the first part of what we’re talking about today on how to make money.

Again, we’re talking about how to make money while still having fun. So the money part is basically you need to have an industry leading rock star signature program. That truly leads the way. And as a complete side plug, don’t forget, we have our, your signature offer masterclass that is available for you to take@anytimecruiseovertosweetlifeco.com. And you can learn more about how to be involved in the,

your signature offer masterclass. And we go through the whole process with you in developing industry, leading signature programs and offers. Okay, now let’s talk about the second part of this. How to have fun. Now I know it’s silly question, right? Like I’m not an expert in you. You’re an expert in you, but I’m an expert in the business modeling standpoint.

So let me just give you some tips on how to understand how to really have fun doing what you’re doing and it all starts with your business model. Do you remember in the beginning of this episode, when I’m like go grab the ultimate guide to business models and online offers that is going to give you all of the answers that you have been looking for on what’s going to make me happy,

what I should launch. So your business model is how you work with clients and deliver your services. So examples are one-on-one coaching group coaching hybrid coaching live courses on demand courses, hybrid courses, memberships, or re occurring revenue programs, live virtual events, local events, retreats, masterminds, accelerator programs, incubator programs, licensing programs, certification programs, train the trainer programs,

just straight business consulting. This also helps you how you want to deliver your services. Are you delivering services that are done with you done for you or consult you? And what I mean by that is how are you taking the content that you’re giving to your amazing clients? And are you giving it to them in such a way that you’re actually doing the work for them?

Are they hiring you just to do it all and say, here you go, fix it for me. Is it a hybrid way between you helping them figure it out and doing a little bit of the work with them? Or is it strictly where you were showing up and telling them how to do it? And they have to go out and do it all on their own.

And so the very first thing to determine how to have fun is that it all starts with your business model. And let me pull back the curtain some more and share why I know this. So I have run successful programs and profitable programs in every single one of these business models. And I’ll be honest. It affects my life as a mom. They affect my life.

As you know, just leading my family and wanting to travel. Each business model is going to affect your life. So your choice on whichever one of these, you want to release as your signature leading profit making program. Again, you know, courses, coaching memberships, masterminds in your ability to create your blueprint. So your suite of offers and bringing it together is totally going to affect your life.

So we want you to start at the end and inside that ultimate guide, I break down each one of these primary leading online coaching and consulting business models for you. But then what you’re going to read in there, as I tell you how it’s going to affect your life, how it affects your time, how it affects your cadence, how it affects your family,

how it affects your travel and how it affects your bottom line and your profit. So you’re not only going to get a list of those offers that you can choose from. I tell you literally how it will affect your life and you can bank on that because I have done it. And I want to make sure that what you’re building you’re really going to love.

So I want to save you years of building something that you hate, because somebody told you to, or because it looks sexy on an Instagram ad. So first go grab that guide. Secondly, determine your weekly cadence. Okay? So this is how you flow through your perfect week. What do you want to be doing? And I know this kind of sounds a little pie in the sky,

but this is very serious work. You need to determine what do you want to be doing in your perfect weekly cadence when your business is where you really want it to be? Do you work out in the morning? Do you work out in the afternoon? Do you go for walks? Do you go ride your horse, you know, to go surfing,

whatever it is, what is your family time look like? What is your time in personal development? Look like? Do you want to be reading a book or reading a book? Do you want to be helping other people? Do you want to be really active in philanthropy and giving back to your community? What does that perfect weekly cadence look like to you?

And then also ask yourself, how do I want to be working with clients? How do I want to be connecting with my team? How do I want to be connecting with my colleagues and other business partners? The answer to this is going to give you super power, vision and clarity on what business model is going to equal that for you. How many days a week will you work?

How many months, a year do you work? There are some business models that are so powerful. This is content licensing that literally, I only work one month, a year in my other consulting business because of the fact that we license out our courses and our content to others, the companies and companies line up literally the way for me to work one month,

a year to approve releases of content. You can do that. You can grade that business model. If you only want to work one month. Great, let’s build that for you. And so I want you to know that that is available to you. And you know, really another question I think is really important that isn’t discussed so much is we talked about it again a few minutes ago,

but are you comfortable only making money a couple of times a year? That can be pretty scary, you know, needing to have a six figure launch because that’s, what’s going to sustain you for the rest of the year. How does that really work for you? Does that really work for you? Is that the way that works best for your clients?

If it does awesome. We have so many clients that love their live launch business models. I’m telling you personally, I hate them personally for me, but it doesn’t mean that my clients aren’t great at them and they love them for them. That’s what’s the power of business design is deciding what works best for you and reverse engineering it to make sure it’s making you money and really diving into those questions and getting really real with yourself about how you feel about those.

And then the next question I want you to ask yourself is what actually makes you happy? Like, what do you love to do in your work? Do you love working with people? One-on-one do you love hosting zoom meetings where your whole community is coming together? Do you love delegating and empowering all this stuff to your team? And what do you love to do outside your work?

What are your sports for hobbies? What hobbies did you used to have when you’re a kid that maybe you and you haven’t done? And you’re like, man, I really wish I could take up this thing again, because I was really great at it. We want to that into your business future so that you will actually be able to do that. So to be happy in your work,

you need to design your work to make you happy to make money in your work. We need to design your offers to make you money. And that’s how we go about it. So it’s offer plus business model equals how to make money while having fun. And it’s a simple formula and it’s super surprising how many people don’t do it. And so I want to make sure that you have the power and the insight and the knowledge so that you can do it.

You know, most people think, gosh, if I make money, I’m just going to be happy and that’s not oftentimes the case. So we want you to make a ton of money and do it in such a way that you’re going to be super-duper over the top happy. And it’s going to be no big deal for you to jump in the car and drive halfway across the country.

After recording a podcast episode, after taking three weeks off work, just to go play with your kids or whatever it is that you want to do, I’m here to support you and give you the proven strategies to do that. The truth is honestly, when you’re happy in your life and your work, that’s when you make the most amount of money. And so to recap,

we talked about how to make money and be happy. We broke it into two parts. We broke out, offer architecture as the primary part of this, your offer is going to be the driver. And then your business model is the part that makes you happy. The offer strategy, the value of your offer. That’s how we get you to the profit benchmarks that you want to be at.

Your business model is how we design it within your life in a way that you’re super going to love everything that you’re doing and the ultimate guide to online offers and business models. Just go grab it. It’s totally free is going to save you years and years and years of time by seeing behind the scenes of how each one of these business models has affected our family.

And I just lay it all out there for you, for you to consider how that could affect yours as well. You can grab that by going to Sweetlife co.com forward slash online business guide, or you can also get it by texting the word guide. So just one word guide to the number 8 0 5 2 5 4 0 8 8 0. Again, text the word guide to the number 8 0 5 2 5 4 0 8 8 0.

And of course we’ll have all this in the show notes for you as well. All right. Thank you so much for tuning in. I have a very eager college student waiting outside in the driveway with his car, packed, waiting for mom to pile in and take another road trip adventure. So with that, I will talk to you guys next week.

Be awesome. And I can’t wait to hear how you guys are using your business model and what you’ve chosen to be best for you. If we aren’t connected on Instagram yet hit me up. I’m April beach life on Instagram, and I would love to know your ultimate business model in the one you are building For high profit. All right. You guys be awesome.

Talk to you soon.

Episode 240: How To Create Your Business Affiliate Dream Team – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Discover your business growth phase by taking the SweetLife Entrepreneur Self Assessment

Who This Episode is Great For:

This is a great show for entrepreneurs and small businesses who want to collaborate with other teams and need a plan to make it happen.


The best source of business comes from word of mouth. In this episode we’re talking about forming your business affiliate dream team. These are other companies you partner with for mutual benefits. By creating dream affiliate partners you can provide broader scale options for your clients while receiving pre-qualified clients ready to give you money. In this show we talk about how to choose the right partners for your business and how to reach out to them appropriately. 

At the end of this episode you will:

  1. Know exactly which businesses make the perfect partners for your company
  2. Know how to choose those partners
  3. Know how to approach them for the outcome you want

Resources Mentioned:

SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

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Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life. You love faster with business mental and entrepreneur activator, April Beach, come back to the show. This is episode number 240, and I am April beach, your host and founder of this sweet life company. And today we’re talking about how to form your business affiliate dream team.

So this is literally a collective team of other companies that can serve your clients, and that can extend the service you already provide to your clients, but how do you pick them? How do you reach out to them? Those are all the things that we’re talking about today, because when you do a great job, creating these affiliate relationships, it can be really lucrative for your business and really better for your clients.

And if you do it right, like we’re going to talk about today. It gives you an opportunity to get in front of your perfect audience in a very creative way. So all of the details and everything we’re chatting about can be found on the sh in the show notes, if you are driving and you can’t write any of the things down we were talking about,

there is going to be one time today when I’m like, okay, get a piece of paper out. Here are the exact steps, which I really love to give you guys these exact steps of exactly how to take what we talk about in implemented immediately in your business. So if you miss those and you can’t write it down, just know you can go to sweet life,

co.com, click on the podcast and all the show notes will be there for you as well. Okay. So today’s episode is for those of you who are in the launch through scaling phases. So if you were in the launch phase, you’re still working towards consistent 10 K months, or we’re scaling you to 20, 30 K months. This is a great episode for you to listen to if you’re not really sure where you are in your business development phase,

take a pause, go over to Sweetlife code.com forward slash quiz and take the short assessment we have for you. This assessment is going to give you a customized business plan based on where you are to get you to the next level. It’s totally free until you can take that by going to our website, or by simply texting the word quiz to the number 8 0 5 2 5 4 0 8 8 0.

Okay. So here’s the deal. What we’re chatting about the very best source of business comes from word of mouth. We know that. And so in this episode, we’re diving into forming these amazing business alliances. I call them business dream teams, and these are where the other companies you partner with for mutual benefits. And by creating this dream affiliate team,

you get to provide a broader scale of service options to your clients, but you also get to receive really well pre-qualified clients ready to give you money. And so we’re diving into all of that. And at the end of this episode, you’re going to know exactly which businesses are going to make the perfect partners for your company. How did choose these partners and how to approach them to get the outcome that you want.

So I’m going to try to keep this short. I know that it’s been summertime, by the way. I hope you’re having an amazing summer season if you’re here in the Northern hemisphere. So all of our friends down at hope, you’re having an amazing rest time that everybody’s staying well down there. And we have some big episodes. There are some huge,

powerful episodes next week, coming up on the show, just a side note, Bart, Miller’s going to be in the show next week show is so epic. You guys, we even whiteboard. And so, yes, this is an audio podcast, but we videoed it because the strategy that Bart is giving next week on the show, we even sketch out for you.

So make sure that you tune into next week because we’re going to be dropping a video on that one as well. And so today I wanted to keep it short and sweet and to the point and give you something you can run with right away. So you’re ready. Let’s go. Okay. So number one, how to choose an ideal business affiliate. Okay.

So first of all, decide what you want to be known for. You know, it’s actually a surprise. You think that you should nail this kind of in the first couple of years of business, this is something that companies struggle with for decades, just so that you know, so if you’re still struggling with this, like what do I really want to be known for?

What do I want to offer my clients? And what’s that specific niche I want to hit. Don’t beat yourself up about it. But in this particular case, and for many marketing and business profit reasons, we really do need you to hone in on that. And so once you decide what you known for what you want to be known for, then it gives you an opportunity to look around and say,

okay, what else are my clients missing? And when you go through this process of when you’re not trying to be everything to everyone and really stay in your lane, then you can refer out and you can receive clients from other businesses in each one of your companies gets to really specialize in your clients actually receive a better specialized service. So if you haven’t kind of checked off that list,

at least when it comes to what offer or program you are creating your business affiliates for really hone in and really decide what is this that I want to be known for and what are my clients missing? What else is in this ecosystem? So if you imagine your service, the solution you provide as the center of the universe, what are the other kind of planets that are floating around that other things that your clients could need that might not even necessarily be directly related to what you do,

but the other things people are doing or thinking about around that same period of time when they’re looking for your solution. And then what I want you to do is I want you to go, and I want you to make a list, a wishlist, a partner, and see you already know, and we want to go after people, you know, first number,

obviously, any company that you have worked with before, that’s going to be the best. Okay. Somebody you’ve worked with before that, you like them, you know, a little bit further out from that close of contact. It’s somebody that you have met before. Maybe it’s, you know them from a mastermind group or they’re a friend of a friend,

and then you can get a little bit further out, you know, maybe somebody you’ve met on clubhouse or somebody that you’ve connected with on Instagram before. So we want to go after people that you have a connection with first and make a wishlist of those companies and be really specific. We don’t just want to go after like any company, don’t forget, step number one is identifying what you do.

And then what other things your clients could be missing around what you do. We don’t want to just go get a whole bunch of partners just to get them. We want to be strategic about how you’re doing this. So you already know what holes or supplements you want to fill for your clients. And so make a wishlist of people, you know, and then make a wishlist of people that you want to connect with that you might not know directly,

but that you’ve been following them. You admire them, whatever that is, but try to go after people that, you know, first. So this is really, really important. Okay? And so this is the thing I wanted you to write down. When I said there’s going to be something to write down. Here’s a checklist of what makes a good business affiliate.

Following this checklist is going to save you time from just randomly, you know, hanging out all day on the internet, wondering, you know, who you can find as a partner. And it’s also going to save your business integrity and your brain from picking the wrong people. So who makes a good business affiliate? Number one, they serve the same audience,

but they provide a different service in your client’s journey. So we need them to serve the same audience. Okay. We need them to provide a different type of service to your audience. So that’s step number one. Number two, I ideally their service is a precursor to yours. The very best affiliates that we can find for you are the ones that provide a service or connect with your clients in some capacity,

two or three steps before. They’re about to make a decision to need you next. Ideally, we want to find an affiliate partner that your service is the natural next step after what they provide, but great affiliate partners are also businesses that provide services that could be considered like cross sells that are happening at the same time. And then even for you to be able to off-board your clients to them after what you do.

So, you know, I want you to find them as precursors, but it doesn’t always work out that way. So number two is ideally their services, a precursor to yours. Number three, they offer complimentary supplements to your service. So if you have a service and let’s say you are providing the bulk of it, but somebody is missing a small piece,

like a website build out or copywriting or you know, meal delivery, you know, whatever it is that you do, if their services can compliment yours and make yours even better, they’re also a great affiliate partner. Number four, they hold similar values and abide by the same ethics. This is probably the most important thing in here. Okay. And sometimes we don’t know these things unless we’ve worked with them or unless you’ve really taken the time.

And so with each one of these steps, I want you to go through literally and treat it like a checklist of each affiliate partner you’re looking at. So do they hold similar values? Do they abide by the same ethics as much as you can possibly tell, because that will absolutely affect you. Number five, their brand messaging is comparable to yours. Now this is also equally important,

but in a different way. So let me explain this. If you are more of a passive personality and your business is, you know, just a gentle type of a brand, the personality of your brand is, you know, chill and gentle and whatever, you know, and then you refer somebody out to an affiliate, a partner that is like in Your face,

let’s go soldiers. You know what I mean? That is not going to go well in European. I’m going to be like, why did you hand me over to this person that is such a different brand personality venue? It’s not that they have to be like that. You, but you just have to make sure that their brand messaging and their brand personality is an extension or a flow from yours because your clients hired you or your clients will resonate with you.

So it can go both ways because of the fact that they resonate with your brand personality, that resonate with your brand messaging. Right? And so if you have, let’s just kind of go with that more of a gentle type of a very strategic brand personality in your business. And you’re trying to get affiliates from this kind of ball or a brand. You know,

if you will, that’s really, really add row then, and they get to you, it’s going to kind of be like, oh, wow, okay. This is, this is a bit yeah, different. And so in a perfect affiliate dream team world, I would love for your brand messaging with your company. So from other companies to other companies,

there is a hand holding process. That makes sense. So that, that personality is a bridge from one company to the next, because that’s ideally how we’re going to continue to get business through your affiliate partners. So number five is making sure their brand messaging is comparable. Number six, they have to provide exceptional customer and client care. There’s no exceptions to this at all right.

They have to be very good at what they do, how well they are at what they do is going to be a direct reflection of you, even if they’re a totally separate business. So do your homework, go through the process and make sure that they provide exceptional client care and number seven, ideally, we want them to have lifelong clients and raving fans,

because if they are a company that has had fans coming back again and again, and they had clients and they have this amazing customer journey, their clients trust them so much that as soon as that business says, Hey, you know, go to April, she’s the one to do for all this. They won’t even bad their eye. They’ll just be like,

sure, whatever you say, Hey man, you know, if you say that she’s the one to go to. I am absolutely working with her, right? That’s what we need them to say about you. And we do that by looking at their established relationship with their audience and with our customers. So let me do a quick recap of those seven steps for you.

So who makes a good business affiliate? Number one, they serve the same audience, but they provide a different service in the client journey. Number two, ideally their services, a precursor to yours, but it doesn’t have to be number three. They offer complimentary supplements to your services. Number four, they holds similar values and abide by the same ethics.

Number five, their brand and messaging is comparable to yours. Number six, they provide exceptional client care and number seven, they have lifelong clients and raving fans. Now I promise I’m going to make this quick because I know I promised this would be one of our quickie episodes, but let me give you an example of this because it was really cool. I received a phone call a few weeks ago from a woman I met on clubhouse months ago and she had remembered me and she wanted to reach out because she has a business in New York and she was interested in sending clients my way.

And so she had a lot of questions and she reached out and we’re going to, I’m going to give you the steps to reach out here in a second. And she reached out in the pretty much, the exact way that I’m talking about here on this show, but she asked me really tough questions. And in the process of asking these really tough questions,

she was covering her integrity for her clients. And it was important for her to ask me these really, really tough questions. And I really appreciated that. And so as we go into this next part on how to pitch your partners and want you to remember this, I want you to know that it’s important that you interview these affiliates when you’re reaching out to them to truly make sure they are the right fit.

And don’t be afraid to ask tough questions. Now, when we’re talking about who makes a good business affiliate notice, I did not say that they are willing to pay you or require an affiliate commission. Please note that some of the very best affiliate relationships don’t offer monetary exchanges. Now I’m a big advocate for paid affiliate programs. My friend, Laura sprinkle has been on this show before.

She’s like the go-to for creating paid affiliate programs. I love paid affiliate programs. We’ve had paid affiliate programs before. All I’m saying is they don’t have to be paid because the value of tapping into another perfect affiliates audience with personal recommendations from them and exposure to their audience can be far greater than any commission that you could receive. Okay. So just remember that I’m not necessarily saying this has to be a financial exchange.

Sometimes the exposure that you would get, you could never even pay for and the amount of money that you would receive, because it’s so good. So just a side note there. Okay. Now five steps to pitch your affiliate partners. So step number one, do your research write a personal letter, kind of like you would be pitching a podcast, but even more,

you have to do even more homework. If you’ve pitched yourself or had somebody else pitch you on podcasts before, you know, you have to do the research on that podcast and write a good pitch letter. You’re going to do that like times a hundred. Okay. So write a personal letter, explaining your intention for reaching out why you’ve selected that. Now in that letter,

you need to be very, very clear saying that I’m not sending this to everybody. I have done extensive research on your business and I am not reaching out to everyone, just you. I just want you. Okay. It’s really, really important because we need them to know that you have taken the time and that you care a lot and that you would rather walk away from this partnership and have a partnership that isn’t good.

Number two, in this letter, explain who you are and who you help in, what your superpower is. So be very clear what you do, the end result you provide, why you’re the best at that number three, explain that you would like to send clients to them. Do not write a letter saying, Hey, I would really love to talk to you about sending people my way people are going to be like,

no, I’m totally not doing that. I mean, like I would delete your email in two seconds, right? But if you send me an email, say, Hey, April, I have done the research on your company. I love what you’re doing. This is who we are. This is what we do. And I want to talk about sending clients to you.

Like the woman who called me and she called instead of sending a letter, but she sent me an Instagram direct message first, just so you guys know. And when we got on the phone, she explained it. She goes, I want to talk about sending clients to you, but I need to know much more about your company first. And I was like,

this is awesome. Thank you so much because already I know that anybody that she sends my way is going to be a rock star because of how thorough she is. Right? And so you say the same thing that she said to me, I want to talk about sending clients to you. All right. So explain to them what you do, what your superpower is.

The fact that you’ve researched them a lot, that you have looked into everything that they do. You love what they’re doing. You want to discuss sending clients to them. Number four, ask to set up a call and number five, possibly share some case studies about what you do and the details of what you do. And an example of how working together could look like in that initial letter.

And it doesn’t have to be a letter. We can do this creatively. We’ll talk about that is from a tech standpoint. And just a second with what I’m saying to you, be very intentional. Don’t make it too long, right? It can’t be a long letter. It can’t be a novel. It’s hard for people to even read emails anyway.

So a couple of ways to get around this are sending an Instagram direct message and just saying, Hey, listen, I want to let you know, I’m emailing you a quick note right now. This is what I want to talk to you about. Then looking into your company. I want to talk about sending clients to you. This is my email address,

where it’s coming from, and I’m sending it over to you right now. So giving them a heads up like on Instagram or sending them a LinkedIn direct message, letting them know that you are reaching out to them is another great way in that email that you send them. You can also send them a video. So a couple of favorite tools that I love for video emails are loom and loom has a Chrome extension.

If you use Gmail or Gmail for business, loom has a Chrome extension. That is really cool. And you can just say the things that instead of typing in the letter, but do include some sort of text type in the letter as well. Or you can do a BombBomb or any other sort of video insert into your email as well. So those are some suggestions for you.

Let me go back over those five steps to pitch partners. So that you’re really clear on, on what they are. Number one, personal letter, reaching out, saying that you’re not reaching out to everybody, just them. Number two, explain who you are, who you help and what your superpower is. Number three, explain that you’d like to discuss sending clients to them.

Obviously you’re going to get on the call and it’s going to be a mutual discussion going back and forth, but you want to discuss how you can partner and send clients to them, request to set up a call with them and possibly include a case study of an example of what this relationship could look like. Okay, you guys, that is the summary or the full show of what we’re talking about today.

You know, let me just show you. I always try to share with you a little bit behind the scenes. We have had our business dream team for about 14 years, and we have some businesses that we have partnered with for so long. They are just in our collective. We call them like our collective Sweetlife business collective, and these relationships are so good.

They’re so good for you as a business owner, because then you end up growing and building a relationship with these other companies and your company grows as the other company grows. And they’re so good for your clients. When your clients know that you’re sending them to somebody that you personally know that you’ve worked with in the past, that you trust, they have so much more peace and they hired you for the answers.

And so it’s such a great opportunity for you to expand your services, become even more of a trusted source for your clients and provide a better end result for your clients in whether or not these are set up through monetary or not. It is a really powerful way for you to grow your business and to provide it much greater resource. So wanted to share this episode with you guys.

And hopefully it’s been quicker than some of the other ones here. I know, like I said, we have some great shows coming up. So this was episode number 240. This can be found by visiting Sweetlife co.com or as you know, cause you’re already listening to this. We are on every single podcast, listening app out there, including Pandora and Amazon music and just all of them.

And I just appreciate you guys so much listening to the show. Thank you. Thank you. Thank you. Thank you for clicking subscribe because sometimes apple loves to add, subscribe us in for sharing the show with your friends. If you found this show helpful, would you please just take a screenshot of this and tag me on Instagram at April beach life.

I would love to just see that you’re listening to this or see how you’re implementing this in connect with you further. You guys have an awesome day. I hope that your summer or your winter season is going exactly the way that you’d hoped. And I look forward to talking to you again next week.

Episode 239: Systems To Scale Your Online Coaching Business, Part 2 with April Beach and Rachel Cook

Rachel Cook SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Discover your business growth phase by taking the SweetLife Entrepreneur Self Assessment

Who This Episode is Great For:

This is for those of you who’ve nailed your first offers and you want to scale.


Predictable systems are what makes the work flow. Systems to scale, systems to grow your team, systems to manage your marketing, client facing systems, and more… 
This 2-part show with systems scaling queen Racheal Cook makes understanding how, why and when to create systems within your business, simple. There was so much business IQ delivered that we broke this show up into 2 parts, so be sure to tune in to both for the full effect in your profit. In detail we discuss, scaling versus growth, the 3 systems every business needs and why you don’t need to try to do everything to create a profitable online service or consulting practice.

At the end of this episode you will:

  1. Learn the difference between growth and scaling
  2. Understand why the best sales start with subtraction
  3. Gain confidence that you really don’t have to be everywhere online to be profitable

Resources Mentioned:


SweetLife Podcast™ Love:

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, April Beach. You guys welcome back to two of the systems that scale show here on the Sweetlife entrepreneurial business podcast, we have a very special guest Rachel Cook. And if you missed episode number 238, please just pause it here.

You can come back to this right after you listened to episode number 238, because I want to make sure you don’t miss any foundational parts of what we’re talking about today. I want to make sure you leave with a whole entire clear business picture on the systems that you need to scale your business. Today’s guest is our returning expert. Racheal Cook. She’s an award-winning business strategist who believes entrepreneurship doesn’t have to be so complicated.

And over the last decade, she’s helped thousands of women entrepreneurs designed predictably profitable businesses without the hustle and burnout. And Rachel’s work has been featured in places like fast company, us chamber of commerce and other resources online. And she is an Amazon, Amazon bestselling author of the fire and up and focused challenge in your business sweet spot. And when you tune into last week’s episode,

you’ll hear that I have been a huge fan of Rachel Cokes for a very long time. So this is a very special treat for me personally, to be able to bring her on today’s show so that you can learn her amazing simplified strategies to scale your business. In today’s show, we’re going to talk about the importance of following systems and creating systems for your business,

including marketing systems, sales systems, and customer-facing user experience systems for coaches, consultants and service-based online businesses. So if you are at the point where you are trying to scale, you’re struggling to scale and you know that the systems part of it is the missing piece. Then this is the episode that you need to be paying attention to of course, partnering with last week’s episode,

number 238 and all of the show notes and everything we’re talking about today can be found by visiting sweet life co.com and simply click on the podcast as well as all the places where you can connect with Rachel tap into Rachel’s amazing challenges. The ones that initially connected me to her over eight years ago in so many other places where you can learn from Rachel directly.

All right, so let’s go ahead and dive into today’s show. Now let’s jump to the next area of systems that companies need to have in place to scale. Yeah, we had talked, I the earlier about, you know, each time you add a new offer to your business, you have to make sure you have a marketing system, a sales system,

and a customer experience or a delivery system for each offer. So you almost need to do an audit of your business and figure out what are the things that you’re doing in each of those that are working and what aren’t working. Because often I find that we’re doing things because we feel like we should do them or that’s because how everyone else does it or how the industry says to do it.

But if we pop the hood and take a look under there, we realize, oh, maybe this actually doesn’t work that great for me. So thinking about marketing, I’m always thinking through the framework I mentioned before the marketing pieces attract, engage, nurture, so attract getting it in front of brand new people. Who’ve never heard about, you don’t know who you are,

what you do, what your brand is about. Engage is getting those people to kind of raise their hand and go, oh, I’m interested in learning a little bit more. I want to connect with you and learn more about what you talk about, what you have to offer. And then nurture is actually building the relationship and helping them to build that know like,

and trust so that they are like, oh yeah, April is the person I want to learn from. Or April’s the person who’s going to solve this problem for me. And then I’m ready to have a conversation about what the thing is that I’m buying from you. If you don’t have a clear idea of what your strategy for each one of those is going to be,

it tends to be throw spaghetti at the wall marketing, right? And that is the biggest waste of time. And this is where I see so many people burning themselves out. They create these ideas of all the things they think they need to do all the places they think they need to be, but nothing works together and pulls people in a singular direction.

So for example, in my business, my number one attract strategy is doing interviews on podcasts. See, And you guys are all gonna follow her after this and eat up everything she puts Out. So interviews on podcast is my number one strategy. How did I realize it was my number one strategy? I actually went back, looked at my last 10 or 25 or a hundred clients.

I pay attention to where they came from. And if 80% are coming from podcast interviews, then I’m going to do more podcast interviews. And I intentionally designed systems around it. And when I was able to, I hired someone whose whole role in my business is to pitch me for podcast interviews, because we know that it drives results. So we’re putting a system in place we’re tracking it.

We’re adjusting when we realized this one thing is working really well. Once I do a podcast interview, what happens? Well, I’ve already mentioned the fired up and focused challenge, which one is one of my best performing engaged pieces of content I’ve ever created. So it’s free value where people can come get into my ecosystem and learn more about me and how I operate once they do that.

We’re nurturing them with our podcast, promote yourself, CEO. And every week they’re getting more content along the same types of topics as the fired up and focused challenge and what we’re talking about now. So it’s all very congruent. It’s keeping people on a similar learning path. So everything is mostly audio because we know if they like podcasts and they like podcast interviews,

and we want to make it really congruent for people to access all the content that I’m sharing. It’s all designed to travel with them. And that system is just rinse and repeat for us rinse and repeat, rinse and repeat you. Won’t see me add much complexity to that. I might do experiments here and there. We’re going to drag you on clubhouse.

Well, And that’ll be a fun experiment. Like I am. I’m always open for experiments. When I have the bandwidth to play around with them. I find that there are certain things I could take away from my business and it would not impact the bottom line. I could go silent on Instagram and it would not change the revenue I bring into my business.

But if I go silent on my podcast, it will absolutely change the revenue I bring into my business. Right. So you have to know what actually works for you and be able to track so that you can make those smarter decisions. And it follows that 1, 1, 1 rule, like you just need one thing in each thing and make sure it makes sense for your people.

So that’s kind of a marketing system is what is your attract strategy? Where are you sending them? How are you engaging with them? And then what’s your nurture strategy? How can you make sure that all of those things are very symbiotic. They’re all working together in this really easy to manage ecosystem. Now, as the CEO, it doesn’t mean you have to be doing all of those things a hundred percent by yourself.

Your goal should be to have other people who are helping you deliver those things, because the most important thing for any business is consistent marketing. If you turn off the marketing, it’s like driving your gas tank down to empty, and then hoping you’re going to go somewhere. You’re just not. So if you’re starting to feel like you’re on a content hamster wheel and you’re exhausted and you feel like I don’t have time for this stuff,

then you had to hire some help and have team to help you with that. So I have team that helps me with every part of that. Literally the biggest part of my role in all of it is to sit right here in this chair with this big microphone and talk, everybody else handles all the other moving parts of that. All I have to do is sit down and talk,

which makes it sustainable. So if you can answer those three things, you will have a marketing strategy that becomes scalable. And if you’re willing to keep it simple and instead focus on the quality of what you’re putting out there, instead of the quantity of places you are on, you will see amazing results. Hmm. I love that. And I think that’s important for our listeners to hear as well,

you know, especially with so much push to, to be everywhere and do all the things. And I really, it’s just so important in, in fundamentally proven and Just think about everybody points back to, we talked about Gary V and how he’s like be everywhere. Do all the things. If you follow him long enough, you’ll realize he has a team of about 15 to 20 people who all they do is follow him around all day,

record everything coming out of his mouth and then repurpose that into tons of content. So he is not doing that on his own. He has a massive team that is producing at that volume. And his play is as an influencer. He has to be everywhere because that is his approach is widespread messaging. That’s not everybody’s approach. So if your approach is you have a very specific topic,

a very specific niche, a very specific person you’re trying to talk to go deep. You don’t have to be shallow and playing on the surface level, trying to reach as many people as possible. You can go deep with a smaller group. Well, And I love that you said that too. And I think that this will resonate quite a bit with our audience as well.

Is it? You said something. I think I wrote it down here, somewhere in my, in my notes, but you said that you’d rather be, you know, incredibly significant for a smaller group of people than superficial and barely making an impact to thousands and millions. And I think that that is really an important differentiator because it is a different business model.

And I think that maybe even starting there, if you guys are listening to this and you’re like, oh, you know, which, which approach do I really take? Listen to what Rachel said and think about what aligns with what you want to do, your significance, your impact, and frankly, your, your business model in your, your life.

I mean, listen to the show, you guys know me, we’re always talking about building, you know, really the life we build the business, you build life. Like, what do you, what do you really want? And so building a profitable business with a small audience is done all the time again and again and again and again. And so I think that that is maybe the first step as our listeners are thinking through what you said for you guys to think about,

you know, how does this really fit into, you know, really what I want my big picture to be, who do I really want to be in this space? And how does that align with how I see myself in my significance? And so I really appreciate that. You said that. So we talked about scaling with teams. We talked about scaling with marketing.

I really, your simple marketing three-step system is amazing. And then the third area that you were going to share with us today is scaling through your customer experience. Yeah, yeah. That I love this too, because I feel like no one talks about customer experience. Everybody is so focused on the brand new people coming in the front door that they forget about all their clients are losing out the back door.

And the reality is most strong, successful, sustainable businesses. It’s not about the one-time sale. It’s about the repeating sale. It’s about the lifetime customer value. And these are things that I feel like no one talks about these days. But if you look at any traditional business model, which is the world I come from, they’re always looking at who is their customer and how are they getting those people to continue,

right. Customers. So retaining them as customers getting repeat business from them, getting rave reviews from them, getting referrals from them and just having those people continuously engage with them. And if we change it, our perspective there, instead of putting all of our effort on the front end and into putting it behind the scenes and how we take care of our clients,

it gets a customer for life versus a customer that’s one time. And I think this is a huge differentiator for a lot of people. If you think about the research shows that it’s seven times easier to keep an existing customer than to go out there and buy a new one. Well, we know right now that there’s more noise than ever before. Ad costs are going up.

It’s harder to break through than ever before. Our industries are becoming more saturated. They’re becoming more sophisticated. Taking care of your people is one of the simplest things that will help you to stand out. And it does not mean that it needs to be complicated or it needs to be expensive. It just needs to be thoughtful. So a huge piece of this is actually thinking through the delivery of what you’re doing.

And this is like the bare minimum, the delivery of your promise and your product program or service needs to be thoughtfully done and not just thrown together at the last minute. And I’ve seen this happen so many times, especially in this online world where people are so focused on how big the launch is that they forget that on the back end of those launches is upwards of a 10 to 20% default or refund rate.

And the reason that is so high across the industry is because the customer experience is terrible because there’s no follow up with those clients because they buy something. And then it’s like, thanks for your purchase. And they never hear from that person again, there’s no personal attention given. So this is one thing where we want to scale deliverability in a way that brings back the human touch to business.

And I think we’ve gone so far in the direction of automation that it’s been to our own detriment. Like the idea of everything should be evergreen. Everything should be automated. It’s left a whole lot of people right now who are saying things like, I don’t want to buy another course, right? I didn’t open this course. I didn’t complete this course.

I didn’t get as much value as I thought I’d get out of this. But if we do a few things differently, they would have a different opinion and a few simple, simple things. You can do one, you can continue doing the automated things like you should have some sort of email delivery reminding people to go in and use the thing. They just bought coaching them through it,

answering questions, highlighting cool things going on in the community that is like the bare minimum that is highly scalable. But then do the things that don’t scale because the things that don’t scale or the things that are memorable Heights, this is one huge thing. We forget that some of the most amazing businesses in the world will still pick out a few people to send amazing experiences to they’re still upgrade people’s experiences.

And that’s how we end up with these customers for life. So one of the things that we do, I mean, these are just little things. One is we actually track our clients progress through our programs. And if we see in our coaching platform that we use that they’re getting stuck, or they’re not moving forward in their plan that we’re tracking with them.

If they’re not responding, if they’re hiding, we proactively reach out and we’re like, Hey, what’s going on? Right? And half the time they’re surprised. They’re like, hold on. How’d you know, and it’s like, well, we can tell that you haven’t logged into anything. We haven’t seen you on any calls. And so we’re concerned,

are you okay? How can we help? And to some people, that’s all they need. They just need that little nudge. And sometimes it opens up a whole like, oh, I’m stuck or I’m having a hard time and we can get them back on track and deliver the promise of our offer. But if we let them default into overwhelm or I don’t know what to do,

then they’ll fall off. And there’s another customer who feels less than happy about the experience they had with us, as opposed to a customer. Who’s like, oh my gosh, they actually reached out and checked in on me. Right. It’s just bringing that human approach. Right. And, you know, and even small things like you were saying, writing like a handwritten card and dropping it in the mail.

And we were talking about this. And one of our programs is where identifying where that places, where people can, whether it’s the hardest work in the program or the part that’s not fun and doing that phone call then. And, and I think that, so it’s really interesting. Again, there’s a certain need to have a, a higher level perspective on the evolution of online business to have this conversation about,

you know, being in this space for a good deal of time. So I actually speak about this often on the show, but just for our listeners that haven’t heard that yet. There’s an evolution of like courses like the, we’re talking about where we used to do these like huge courses and set it and forget it. And evergreen, huge launches and people ate him up and he was amazing.

And then like 2015 came along, 17 came along and now we’re to the point where only 6% of people are completing online courses. And I love what you said, it’s doing the things that don’t scale. It’s doing the things that actually matter. Like, okay, if I’m a teacher and I’m actually trying to teach people and not just sell them into my big launch,

what do they really need from me? And I love that you share that you guys do that because you, that those are the things that separate the oil from the water. When we’re talking about businesses that really, really delivering a transformation to their clients and their students. Yeah. And this is important if you’re delivering a transformation, you just have to know that the industry has shifted away from the automation,

the evergreen, I know that’s what everybody’s selling right now because they made their money on it five years ago. But right now, what is getting those clients stick around. And like, we had a 90% renewal rate of our program this past year, 90% of the people who took it last year, renewed again this year. Okay. And you guys,

Rachel has a year-long CEO program. We’re going to make sure you know about, so this isn’t like joining us for, these are people that have worked with her for a year. 90% of them are like, I want to stay with you. They want to continue. And they’re either continuing in the same program or they’re upleveling to work with my team in a higher level one-on-one way.

And when you start looking at it from that different lens, it’s like, does it make sense for us to send a handwritten note? Yeah. Does it make sense for us to say, Hey, do you want to come to Richmond for just a small peer mastermind day? Here’s some people who live in the area, let’s just send them a quick invite.

Heck yet, does, does it make sense that we ship out books and print planners and all these things that five years ago, people thought I was crazy when I was mailing out little bundles to my clients. And I’m like, but you don’t understand. These are the tools that I think will help them and they get it. And they’re like, it feels like Christmas because no one gets that stuff.

So it’s not about sending a gift. That’s just like a fun thing. It’s about how can you make this experience thoughtful? How can you show people that you’re really committed to the result that you’ve promised them? Does it mean that if you see somebody struggling, you offer to jump on a quick 15 minute call. Yeah. I mean, this past year we have gone through new babies.

We have gone through miscarriages. We have gone through divorces. We’ve gone through weddings. We have gone through movies across the country. We’ve gone through spouses, losing jobs. We went through the global pandemic. We went through a crazy election cycle. We went through all sorts of things. And at the end of the day, it’s the commitment to saying,

you know what? As a team, it doesn’t take us a ton of extra time each week to sit down and go, Hey, who could use a little extra love and check in with our team of mentors, check in with who’s running our communities and say, who could use a little extra something from us? Do they need a little email? I’ll send video emails out to people.

Do they need a little extra love? Do they need a reminder? Hey, we’re here for you. Those are the things that stand out compared to just feeling like another number on a list that paid, you know, a couple of thousand dollars for a program. And that program designer, celebrity, entrepreneur doesn’t know who you are, right? It’s a whole different experience.

Does that mean every business needs to be as high touch in their approach as I am at this point, no, you don’t have to be at all. You can definitely scale up lower price point things and have a more hands-off delivery of it. But I think this is where you have to know your purpose and the work that you’re doing in the world and how you want to do it.

There’s no right or wrong. I’m just giving a different perspective of, I would rather work in a really meaningful way. Go really deep with people have clients who work with me for a few years at a time. And then they come around and tell me the things they’ve been able to do. You know, like my husband quit his job and is working with me full time.

I was able to take two months off this summer and the business kept making money. I was able to hire people in my team to deliver my course. And all I have to do is show up a couple times a month. Like those types of things are really exciting to me because it does give them back the freedom and the life that they really want.

And I love how you design businesses. And that’s why I’ve followed you for so many years. All of these really, I don’t want to say common sense because they, they aren’t common unless you’ve gone through the process of seeing what else is out there. But fundamentally we’re teachers, we’re, we’re coaches, you know, we’re we’re teachers. And especially if we just compare it to like how our kids,

third grade teachers are to them, you know, they’re doing these things are trying to figure out all the ways like to make them laugh and make them happy and make them, you know, do all these things. And granted it’s totally different situation, but as teachers and as people that people pay us money and they trust us to help them. Yeah.

I love the way you engineer your programs. And I love the way that you explained that customer experience. So we talked about a lot, totally to break this episode up into two episodes. This might be a, two-parter Going to be a two-parter. You guys are recording it Now, not a plan, but this will be a two-parter if you know,

I think that what is so important, what I want people to take away. In addition to all the things you should see, all the Rachel Cook quotes. I have that written down on this paper. You guys, you’re a scale is about adding and it’s not, no scale is not about adding it’s about subtracting. I can’t even read my own writing.

What comes easiest to you is most often your greatest asset. I mean that you are gold. You’re like just gold or gold. I have like five quotes in my chicken, scratch written here on my paper. You know what I want you guys, listeners, you know, every, every show we want to give you proven processes, trainings, tactics,

and strategies that you guys can take to the bank, but it doesn’t mean you should take every one of them, right? We have shows and all these different topics, but why I’m so excited to have Rachel here is because of the fact that if you are designing a, like, Rachel does, like I do, you know, family, how frequently we work,

how often we work, the capacity in which we work simple is always better. And it doesn’t mean that it’s the right way for everybody, but it is very, very profitable. And it’s very tempting to make things really complex. It’s really tempting to make things complex. So I really want you guys just to like, take a deep breath as you’re listening to these now,

two shows and put them on repeat, make sure you’re following Rachel. And the first and the first episode, I, you know, we, we sent you to go do the fire up and focus challenge. So hopefully you did that. If you’re listening to part two of this, go back and listen to part one, take a deep breath and just,

and just be like, this is doable. This is smart business. This is taking what you were saying, traditional business and applying it to the online landscape, which not very many people do. Looking at those metrics, referrals in, you know, lifetime customer value, things that are very important to look at that again are oftentimes missed and not discussed in the shiny world of the online coaching space.

Go back and listen to this episode of repeat, just absorb. And then we really want you guys to reflect in what aspects of what Rachel talked about today, that you could be implementing into your business because it’s not about adding it’s about taking away in the simplification in order to scale in getting away from the grind, the more, and really coming back to the key factors that are going to increase profit and decrease time and capacity is such an important,

there’s so many lessons in gold that, that you share today. Rachel. And so I appreciate you being here so much. We’ve talked about a lot. Thank you so much. Thank you for coming. You know, tell everybody, you know, in the end of this episode, day time that we’re spending together, what do you think that you know about yourself as a leader,

through this process of what you’ve done? What do you, what do you feel like that you really love of how you grown as a CEO in this space over, you know, over how long have you been in business over a decade? For sure. Right. I mean, Yeah. I think I started my business in April of 2008. So it’s been awhile.

It’s been awhile. I would say, you know, the biggest thing I’ve come to love about myself as a leader is that I’m continuously willing to be uncomfortable. I think as a leader, you have to be willing to get uncomfortable and to be able to sit in discomfort, which does not make leadership sound too appealing. But what happens when you’re willing to sit in the discomfort,

when you’re willing to sit in the discomfort of coming up against your own inner critic, coming up against your own imposter syndrome, coming up against your own resistance, being willing to look at the different sides of yourself that maybe you really don’t want to look at. That’s where the leadership growth has been for me has been when I’m willing to sit in that discomfort and lean into it and push myself through it.

Because often for me, the leadership parts that have been the hardest have been the one about the parts about surrender and letting go of control and getting out of the way and trusting that I am hiring amazing, amazing, smart, brilliant women who also have a gift. And who also have things that they’re here to leave the world with. And I’m providing them an amazing opportunity to make an impact within the scope of this container called my business.

And if I’m just willing to continue leading into my own discomfort and stop trying to control the heck out of everything and let other people do great work, too, we’re going to do amazing things together and it’s going to be incredible, but I can only do that if I’m willing to push myself out of my own comfort zone. And right now that comfort zone is learning how to rest.

It’s tracking my sleep. It’s taking intentional time off and not feeling like the urge to jump in and start a new, a new thing because what I really need right now is rest. And I really need time off. And sometimes as an entrepreneur and as a leader, it’s hard to really fiercely protect that thinking time, that recovery time, but it’s so true.

The more higher up you get in your career and your journey as a leader, the more you need to protect that so that you can come back to your team and really give them everything you’ve got. Everybody’s just kind of gone nodding their head listening. Yep, yep. Exactly. Free to aware. Can besides we said it in what will now be the first part of this episode?

I really highly encourage all of our listeners to follow you. I, like I said, I’ve done it for years. I have my team follow your stuff. You’re very, very smart. And the way you teach is very understandable. And so I appreciate you consistently showing that you have consistently shown up. And that says a lot, that says a lot.

So, so we appreciate that. Where can people find you The best place to find me is going to be on my podcast, promote yourself to CEO. We have an episode going out every week, all about how to scale a sustainable business without the hustle and burnout. So I’d love to see you over there. And of course, we talked about the fired up and focused challenge.

You can get the full 10 days@firedupandfocused.com it’s available on demand and absolutely gratis. So go dive in. Yeah. Awesome. Thank you so much for all your time and, and making this a two-parter cause there was so many things. I just, anytime you, anytime you’re talking, I’m like writing it down. If I know our listeners so much appreciated getting to know you,

if they don’t know you already as well. And so all of the show notes will be available for you guys@sweetlifeco.com, click on the podcast. We’ll have everything there, all the resources that Rachel said and how you guys can continue to follow her as well. Thank you. Thank you very, very much. I really appreciate finally getting to meet you face to face after all that you have poured into our company from your knowledge and wisdom over the years.

Well, thank you so very much for having me. It was such a pleasure. Okay. Thank you so much for sticking with us. That was amazing. Rachel is one of my favorite people and now you know why, again, don’t hesitate to follow Rachel, reach out to her and connect with her. And of course, Rachel and I are also connecting on clubhouse live in all the places that you can find her and tap into the solution she provides can be found by visiting Sweetlife co.com,

simply click on the podcast. And thank you so much for listening to this show. It’s because of you guys that we’ve been named the top 50 moms in podcasting, and this show is going on our fifth year. Really, really appreciate you guys and appreciate you sharing the show with your friends. Have an awesome day and I’ll talk to you next week.

Episode 238: Systems To Scale Your Online Coaching Business, Part 1 with April Beach and Racheal Cook

Rachel Cook SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Discover your business growth phase by taking the SweetLife Entrepreneur Self Assessment

Who This Episode is Great For:

This is for those of you who’ve nailed your first offers and you want to scale.


Predictable systems are what makes the work flow. Systems to scale, systems to grow your team, systems to manage your marketing, client facing systems, and more… 
This 2-part show with systems scaling queen Racheal Cook makes understanding how, why and when to create systems within your business, simple. There was so much business IQ delivered that we broke this show up into 2 parts, so be sure to tune in to both for the full effect in your profit. In detail we discuss, scaling versus growth, the 3 systems every business needs and why you don’t need to try to do everything to create a profitable online service or consulting practice.

At the end of this episode you will:

  1. Learn the difference between growth and scaling
  2. Understand why the best sales start with subtraction
  3. Gain confidence that you really don’t have to be everywhere online to be profitable

Resources Mentioned:


SweetLife Podcast™ Love:

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator a probate Back to the show and welcome to a very special two-part episode here on the Sweetlife entrepreneur and business podcast, episodes, number 2 38 and 2 39 coming straight at you. As a matter of fact, these episodes are so good.

I didn’t actually set out to take the value today’s guests offers and break it up into two shows, but it was so great. There was so much information and I want to make sure you have an opportunity to absorb and implement it, that we did break it into two shows for you. So welcome. If you are a new listener here, I’m April beach,

founder of the Sweetlife company host here of the Sweetlife entrepreneurial podcast and everything we do is to help entrepreneurs design, launch and scale their business online since 2006. And we are so glad that you are here in tuning into today’s show. Today’s guest is somebody, let me be really honest that I have totally fan girl over four years. And if you know me,

I don’t fan girl often like ever actually it takes a lot to impress me, but I totally fell hard for this one woman because of her scaling systems. When I first found her back in 2013, and I have followed learned from it admired her ever since this is Rachel Cook MBA. If you do not know her, I am super excited to be the one to be able to introduce you to her.

She is literally a systems genius and all the way back in 2013, 14, her lead magnet guys lead magnet, it was called fired up and focused was so good that I put my entire team through her lead magnet. So let me give you a formal introduction into who Rachel is. She’s an award-winning business strategists who believes entrepreneurship doesn’t have to be so complicated over the last decade.

She’s helped thousands of women, entrepreneurs, design, predictably, profitable businesses without the hustle in burnout. She’s the author of Amazon bestselling books fired up and focused and your business sweet spot and hosts a weekly podcast promote yourself to CEO. She’s a sought after speaker on entrepreneurship, marketing productivity, productivity. Look, I can’t even flow through that word because Rachel is so amazing.

She’s just going to make everything so much more productive on this show. And her work has been featured by the us chamber of commerce Ford’s coaches, council, fast company, and more, and we are going to dive right into today’s because I want to give you an opportunity to truly focus in on what we’re talking about, implemented in your business and walk away on the other side,

changed and transformed by what you applied from, what you learned today. At the end of this episode, you’re going to learn the difference between growth and scaling. You’re going to understand why the best sales starts with subtraction little puzzle there. You’re totally going to understand what I’m talking about at the end of the show. And you’re going to gain confidence that you really don’t have to be everywhere,

online to be profitable. So all of the show notes can be found by visiting Sweetlife co.com. And let’s go ahead and dive in to episode number 238. All right, you guys, I am super excited to be joined by this very, very special guest. And you need to know a little bit about why this woman is so special to me. First of all,

maybe eight years later, she never knew how special she was to me and how powerful she was to our business Intel. Like right now, this is the one person I can say that I have probably fan girl over for almost a decade in this space. And so here’s a story why, okay? She said here, I’m telling embarrassing her behind the scenes,

but here’s the story why you guys know I’ve been in all my business for a very long time, since 2006, but inherently, I am not somebody that thrives by creating systems. And so 2013 was coming around and although we had our online offers, we didn’t have the systems in place that we really needed to scale. And I came across this amazing woman who’s here today and literally her lead magnet back in 2013 was so amazing.

I put my entire team through it and it completely got our business organized and in place. So that’s the intro. This is literally very surreal for me to be here with this woman that I have found, because what she teaches has literally changed our business. And I know it will change your suit. Welcome to this. And we live podcast, Rachel Cook.

I’m so glad that you, Oh my gosh, April. I think I need that little intro to just come with me for every interview and every talk that I give from now on. Thank you for having me. This is going to be a fun conversation. You are amazing. Okay. So tell everybody let’s like take it back. Was it 2013?

Is that how long ago was, yeah, It was end of 2013, beginning of 2014 when I created the fired up and focused challenge. And it’s still around today. Yeah. Everybody, what that was and the situation, the circumstances in which you created it, because that’s what makes it even more bad-ass than it already is. Oh gosh. So the circumstances for me creating the fired up and focused challenge is I was at that point,

it was actually going into new year’s 2014. And I had already planned this very fancy online marketing launch for my, at the time signature course, I had hired a videographer. We had done the three-part video series. I had a makeup artist, I got my hair done, all the things. And about a week before I was set to release that very professional,

fancy looking launch, I was just getting this feeling like this. Isn’t what I want to talk about. I don’t think this is as relevant to my community right now. So I sent out an email. It was like that quiet week between Christmas and new year’s. And I was like, Hey, I’m just curious as I’m creating content for the new year,

what is your biggest challenge when it comes to getting things done in your business? And I sent that little quick email out. I said, just hit reply. I did not realize that within a day I would have hundreds of replies. And I went through all of the responses and just saw that there were these themes coming up. And what I realized was,

you know what? Entrepreneurs have no shortage of great ideas. We have no shortage of creativity. What we tend to have a shortage of though is follow through is the sticktuitiveness to actually implement those big ideas and to get to the other side so that we can see these goals become reality. And that’s when I decided I was going to create the fired up and focus challenge,

because I realized where a lot of people were getting stuck wasn’t that they didn’t understand the opportunities in front of them or ideas for how they wanted to grow their business. They were simply running out of time and didn’t know how to manage your time and didn’t know how to structure their schedule. They didn’t know how to structure their team. They didn’t know how to structure much in their business.

And unfortunately, when you hand a bunch of creative people, no structure, not much gets accomplished of really good at starting things, not so good at finishing them. So we created the fired up and focused challenge. I remember my son who was born earlier that year was a baby, which means I was up probably to one or two every morning. I was only a couple of days ahead of recording the challenge and releasing it at the time.

It was 28 days. It’s now 10, but it became such a huge pivotal piece of work that I’ve created because it was a moment for me where I realized things that I had learned and had intuitively or, you know, implemented in my life and my business that I took for granted for how I was approaching my work and how I was approaching my business.

Other people didn’t know those. And I think it comes back to what comes easiest to you is often your best asset, because it comes easy to you because you have mastered it. You have a level of mastery over it. And that is something a lot of times other people want and need is someone who has that level of mastery to show them how,

or to help them do things at that level. So, yeah, so we created this challenge. It skyrocketed my business. It totally took me on a different path because up until that point, I hadn’t really been talking as much about systems and productivity and the operations and internal structure of businesses. I had been talking a lot more about just marketing and sales and I realized that marketing and sales is what draws often a lot of people in,

because let’s face it. It’s very sexy to talk about marketing and sales, but when you have the operations in place, that’s when you actually have a scalable, sustainable business. Right. And that’s a perfect flow into what we’re going to talk about today. And really that challenge. I went through all 28 days, all of my team went through the 28 days,

like I said, and we ate up every single bit of it. And it was amazing. And that’s exactly what we needed at that point of time as a company. Yes, we had, you know, we had the marketing down, we have the offers down, but there’s this middle place. And I can’t wait to talk about it today where,

you know, everybody says, they want to scale. Scale is sexy, right. You know, scale is what we do. But, you know, without these things in place, it’s going to be a bottleneck for your business. And oftentimes companies fail. And like the word that you use behind the scenes that we were recording was like, they implode on themselves.

So now this is something I’m so glad that you’re here on the show, because I don’t think that you’re saying that yeah, the marketing brings people in the marketing and the sales is what everybody wants to talk about, but what really people struggle with or the systems, the actual systems to scale. So first of all, did you ever watch that thing?

I don’t even remember. I just was so into the fired up and focused challenge, what did you do with your, did you still want your signature program? Yeah, it was actually our best lunch ever. It was my first six-figure launch after that very first time running the challenge. But you know, it’s interesting is fast-forward I turned that challenge into a book,

into a podcast and two signature talks it’s turned into multiple other things. The challenge continues to be one of my biggest assets and I give it away pretty freely just because I know it’s so valuable to people. Yeah. Let’s tell everybody where they can find that before we move on because listen, you guys seriously. It is absolutely amazing. Amazing. It really is.

It’s very clear, very precise, very like pinpointed to what people need to do. So how can they Find that fired up and focused.com? You can go there and get access to the full 10 day version of the challenge and it’s available on demand. So you can go get that at any time. You guys totally go get that, especially for those of you,

for our listeners. If you’re in phase one or two of our business growth system, if you’re a listener to, you know, our different phases. So it’s really planning really the launch or you’re in that launch phase, moving on to scale, you guys need this. So I think that’s a great asset and resource. Okay. So we have a problem.

We globally here, you know, we have a problem. The problem is systems systems to scale systems to grow the teams systems, to manage the marketing, all of the systems that really make a well-oiled machine, whether you know, our listeners have just themselves on their team or they have a team of eight or they have a team of 80 systems are still necessary.

So what do you feel like right now? And we’re going to dive into your most important systems to scale here. What are you seeing? It’s 20, 21. There’s a lot more online businesses now than there were, you know, back in 2013, what are you seeing now are like the biggest bottlenecks that your students are experiencing when it comes to growing their business?

Yeah. Well, one thing when it comes to systems at scale is remembering that scale does not equal growth. They’re not words that you can just transpose and think they mean the same thing in business growth can happen where it takes just as much effort to achieve each level of growth. So you can bring in more revenue in your business by just working harder,

putting in more hours, bringing in more and more team scale comes from economy of scale, where you’re actually having less resources produce higher results. So that’s where you’re getting to the point where the growth is more exponential with less resources, less time, less energy, less money, less team going into achieving that higher level of revenue. And I think that’s a really important discernment because oftentimes I find people think that scaling their business just means working harder,

just means throwing more at it. And those two things couldn’t be further from the truth. It’s not about working harder. In fact, if you start talking to CEOs of businesses that are making multiple 6, 7, 8 figures, you will find that they get to the point where they prioritize their thinking time, just as much as they prioritize time that they’re in their office,

because they know how important that time away is in order for them to show up and lead and be creative and be strategic. So it’s not about more time and energy and efforting. That’s not what scale is about. It’s also not about just throwing more at it. Scale is not about adding it’s about subtracting scale is about taking away all the excess. And this is something that I think when we’re in earlier stages of business,

we have to try out a lot of things to find out what works. Because with each thing that we’re offering, we have to have a marketing system, a sales system, and a customer delivery and experience system in place. So for each offer, you have, it doesn’t matter if it’s working one-on-one or having an online course or having a product, you have to market it,

sell it and then deliver it. So when you add more and more and more offers, which is often what happens for a lot of people, they they’re like, oh, I have an idea for another program. I’ll have another thing for this next thing. And what happens is each time they’re adding a new thing, they’re not adding one thing, they’re adding three.

So they’re adding layers of complexity. And when you add layers of complexity to your business, it makes it harder for it to run efficiently. It makes it harder for you to reach economies of scale in any area. And it also makes it harder for your team because your team never knows what’s the priority. What are we focused on? Where should my time and energy be?

What is the goal right now? Because there’s too many things going on behind the scenes in the business, cause it’s too complex. So if you want to scale, if you want economies of scale, the key really is to do less, to hone in and look at your metrics, look at your numbers, figure out what’s actually working and double down on what works and strip away anything that is extraneous to that we don’t need to just keep adding more and more and more.

So I often see this happening in, like, let’s say in marketing, there’s always something new happening in the world of marketing, right? And so what you’ll start to see is people who, and this is one that’s easy to see what’s happening just because it’s very obvious when people are trying out lots of things, right? We see them suddenly. They’re not only on Facebook and Instagram and LinkedIn,

but now they’re on Tik TOK and they’re on clubhouse and they’re doing all of these other channels. And if you try to do too many things and spread yourself too thin, it is very, very difficult to do any of them. Well. But what if you find one that you started as just an experiment like April, you found clubhouse is working really well for your business.

Well, if clubhouse is working great, but you’re getting nothing really off of Instagram and Facebook. Yeah. Then the scalable approach would be okay. The channel that works best for us is live audio. So I’m going to strip away anything that is not aligned with live audio. And I’m going to take that time and energy and resources and apply it towards the marketing channel that is working for us instead of saying,

oh, clubhouse is working, let’s go do Tik TOK and this and that. You know, I really, I love that you said that because one of the things that is really being spoken about so much as Omni presence of needing to be everywhere and all the channels, and it’s this old, you know, Gary V approach to crushing it. And it’s really,

really tempting. And it does make entrepreneurs and small business owners feel like they need to be everywhere and they need to be doing everything. And so I just think that this is, so this is so fundamental to building profitable companies. And I love that. I love that you’re sharing this. I also love that you showed the difference between growth and scaling.

We talked about that a couple of weeks ago on the podcast and actually did a clubhouse room on this. Nobody I asked when I started the room, like, do you understand the difference between growth and scaling? Not one person could define that. And so it was really interesting. So when we’re in clubhouse together talking about this episode, we should talk about that because it’s,

it’s really, really important in that. Have you heard of the rule Of ones? The rule of ones? Yeah. So I, I didn’t come up with this. I, I heard this Program, one client, one marketing tool, one sales strategy. Yeah. That’s pretty much the approach I take is I have one core, one core strategy for each area of my business.

And I use a framework that I teach a lot, which aligns your marketing and sales with the customer journey, where we have one attract strategy, one engaged strategy, one nurture strategy, one invite strategy, and one delight strategy. And once we, once we figure out what our primary one in each of those are, I just doubled down on those and try to avoid anything that is taking too much effort away from each of those.

Yeah. The rule of one, I haven’t heard it that way in a long time. Yeah. All that. It’s super old and that’s why it’s like old is good, but you know, and yeah. I was wondering that. Yeah. And so, and I think, I mean, we’re not old, but when, I guess when we think about online business,

we’ve been an online business for like we’re old on my business. People we’ve been online business for a long time. And so yeah, as you were saying that, I was like, oh yeah, this is like that rule of lens. This is really great. And it’s so smart. So when we’re talking about scaling and we’re really talking about these systems and thank you so much for sharing your method,

if you guys should pause this episode, rewind it 20 seconds. And listen to Rachel’s method. I have her like five or six steps of whatever that was. I was genius. Let’s talk about these scaling team, scaling, marketing, you know, scaling client experience. Let’s jam on each one of those a little bit. Can you dive in and help our listeners understand when we’re talking about scaling with teams?

What does that mean? And where can they start in this process of doing this and what are the problems I’ve shared this before on the show? My greatest weakness is delegation. I have been a terrible person to work for for years, and I have amazing people that work for me. Not because I don’t honor a value them, but because I don’t stop and think about what I’m doing to best communicate and to empower them.

And about seven years ago, I had an amazing woman working for me who loved me enough to say, Hey, listen, I don’t want to quit. Cause I love you. But you know, you’re not good at this. You’re a terrible boss. And I knew it. I knew it, but I didn’t know. I guess it was more than seven years ago.

Cause it was before I found the fired up. It was like 2010, 2011. And so I say this to say that I think are a lot of leaders like me who struggle in this area. At least I’m conscious about it now. And I work really, really hard at that, but it does not something that comes naturally To me. It is not something that comes naturally.

And I think, again, as entrepreneurs, we have a lot of those double edged sword parts to our personality and our kind of mindset. It’s like, we’re really great at what we do because of this. But it’s also the thing that holds us back. So being raised by entrepreneurs as I was, I had a built-in mentor in my dad and he told me the most important lessons in leadership that I could’ve ever learned.

And he said, your job as a business owner is to fire yourself from every job in the company. It’s to fire yourself as quickly as you can. And some people are like, well, what do you mean if I fire myself, then what am I doing? You’re being the CEO and the business owner. You’re not being the marketing director and the project manager and the assistant and the bookkeeper.

You’re not doing all those things, but this is really hard for entrepreneurs to embrace because especially for those of us who are building our businesses from the ground up, our businesses are built on our experience and expertise and our intellectual property, our passion, the thing we care about the most, it can be so hard for us to pull ourselves out of our business.

And when we are really bad at it, what tends to happen is we get in everyone’s way, every person who we try to hire on the team, we end up getting in their way. And that’s where they’re emailing you finally and being like, can you just get the hell out of the inbox? Because I am trying to do my job here.

And can you just let me do my job, right? So you have to learn how to fire yourself. And this is one of the most important lessons when it comes to scaling your business is every time you bring someone new into your business, it is changing your job description as the CEO, because you’re no longer the CEO and whatever their role is that you just brought in.

You’re eliminating again, you’re taking things off, you’re taking things off your plate. So one of the exercises I always have people do that are working with me inside of the CEO. Collective is whenever they’re bringing new people into their business, I make them rewrite their job description as CEO. Now this is an exercise that most people have never done because we go out there and rewrite job descriptions for everybody that we’re bringing on the team.

But we never sit down and say, what is my role as the CEO of this company? What are the most important things for me to be focused on? And each person is going to be a little bit different because we all have our own different strengths as the CEO of our business, right? We all have something a little bit different to bring to the table,

but you have to get really clear on what your role as CEO is. And when you hire people in, you have to reevaluate, okay, what is most important? So for me and the CEO of my business, my top three tasks that drive results, that I only allow myself to focus on content. So my business is built around my intellectual property.

So I’m either creating content free or paid my clients really diving in and understanding who they are, what their needs are, what their challenges are, having a deep understanding and connection to my clients. And then connection, connection drives my business. I am not here to be an influencer and make a small impact in lots of people’s lives. I’m here to be someone who makes a big impact in fewer people’s lives.

So I know that that connection is what drives my business. And so each time I bring somebody on my team, I’m like, okay, those tests are off my plate. What do I need to stay focused on? Is it related to these three things? If it’s not related to these three things, then it should not be where I’m spending my time and my energy.

And that has prevented me from doing things like getting into the inbox or making graphics in Canva or editing podcasts or, you know, any of those things that we start to do when we are like itchy to get our hands back in the day-to-day of our business, you’ve got to get used to pulling yourself out of it. And a huge part of that when it comes to bringing on your team is just knowing that you have to be constantly firing yourself.

And re-evaluating your role. And even as you reevaluate your role, you will have to be constantly asking yourself, what is my zone of genius versus my zone of excellence? Because for a lot of us, we’ve had to get really good at lots of things, but it doesn’t mean it’s what we’re best at. Like I can put together a really great slide deck.

Is it what I am best at? No. Is that the highest and best use of my time? Absolutely not. If I am bored and I don’t know what else to do with myself, will I sit down and start getting into Canva? Absolutely. That’s my favorite way to procrastinate doing the real work that I’m supposed to be doing is to be getting into Canva And say,

Canva black hole mine. It is, It totally is. But if I talk to my team, they’re like, well, why did you do that? Why didn’t you record something new? Why didn’t you go take some time off so that you can have that thinking space. We know that you need, why didn’t you write the first chapter of the book that you’ve been putting off for six months,

because the canvas is easy and right there, and I’m pretty good at it. That’s why. So we have to be aware of that and really get into, as you’re growing your business, you’re pushing up against your growth edge as a CEO in your own leadership. And it is uncomfortable and it’s not always easy to sit down and do the higher level things that we know will move our business forward.

Like sitting down and writing my book is more likely to move my business forward, then making another slide deck in Canva. But I’m more comfortable making the slide deck in canvas than I am sitting down and figuring out what do I want to say right now? Right? And when you do say it, I want to be on that team. So make sure whatever,

whatever you put out there, I’m waiting. And I think that’s important to know too. So let’s talk about it from my perspective, everything you said is so, and you guys now know why leverage heal so much, right? And like, yes, that is exactly what is happening in my mind right now. I’m thinking the exact same thing. I do the exact same thing,

but then they put me on perspective as somebody who’s learned from you, I need your content. And I think that, that is like sometimes I think that helps me as a CEO to think like, I’m the only one that can do this. Right. And I know that there’s somebody out there that literally needs to hear what I’m going to say, whether your books about whatever,

raising kids or systems or whatever you write about, I don’t care because I’m going to read it because I, I appreciate everything that you say and I resonate with it. And so I think that that has been a driver for me to push through that. And I feel that there is, it’s almost like walking up a river, like upstream, like your thigh deep,

and you’re walking up upstream and you really want to just go to the side and sit on a rock and work on canvas because it’s fun. But instead you need to get back out in the middle of that river and walk upstream in think like my husband always says, she’s like the hardest work that we do as entrepreneurs is, is that thinking it is for sure.

Absolutely. And so I, I appreciate everything that you just said. And because I, I literally, that is me you’re is resonating and with our listeners too. I know. So this team aspect of it, where we’re talking about scaling with teams, let me ask you, how is it, how many people do you have on your team if you’re willing to share that?

I think we’ve got about 15 right now. Okay. Yeah. I mean, we have seven, eight now and I mean, I honestly, it’s like a shared, like, that’s hard for me to help each one of them, Brad, just because of who I am as a leader. How do you pick people for your team? Like how do you know they’re the right people?

I know we could do a whole, I think I just did an episode with this on it and somebody else, but I love asking these questions because I think it’s very important when we talk about scaling. I know that the selection of team members is a bottleneck for leaders. How do you navigate That? It is because you have to be able to not just outsource and delegate,

you have to be able to give ownership and that’s a whole different level. And this is one of things. It does prevent a lot of people from scaling because they will hire someone to delegate the marketing or to delegate the launch process or to delegate all the onboarding their new clients. But they always end up in a bottleneck because if all you’re doing is delegating,

it means those people are going to be coming back to you to ask questions and for decisions to be made. And if you are the only person in your organization that has clarity about where the business is going, that understands the values that you have and your purpose, and that understands your kind of internal framework for making decisions. Then you will always be the bottleneck because you will always have people coming back to you to ask a thousand things.

They will always need things from you. So building a self managing team is like a whole nother level. Another show about that. I mean, it is, it’s a whole nother thing, but for me, when it comes time to hiring people, I mean, I have people on my team. Who’ve been with me for over 10 years now and they’ve grown with me.

And the biggest reason why I think I’ve had so many people, I mean, I hear all the time people saying, I can’t find a great assistant. I can’t find a great project manager. I can’t find this. I can’t find that. And they’re like churning through people. And I’m like, do you have clarity on what your purpose is and your business and who you’re really trying to help and how you really want to show up and what your business stands for.

Because if you don’t have clarity on any of those things, it doesn’t matter who you try to bring in. Because at the end of the day, you can train anybody to do just about anything from a tactical practical perspective, but you can’t train people to care about your business or about your clients or about why at any of it matters. So when it comes to hiring great people for your team,

it takes time and you just have to know, it’s just like dating the first person you’d go out on a date with might not be the love of your life. You might have to kiss a few frogs and eventually you find the right person. And maybe sometimes you end up with somebody who’s great for a while, but then you kind of grow apart and you need to go find somebody else.

Like it’s a relationship. So like any other relationship you have to spend time having clarity about who you are showing up as and who the ideal person is. Who’s going to be that good compliment for you in the role that you’re looking for and take your time and finding that person, just know that it’s, it might not be the first person you talk to,

or the first person you hire. You might have to try a few different times, but if it’s a fit and you’re willing to invest in the person and in the relationship, then the delegation part of it becomes easy because they understand who you are, what you stand for and how you would make a decision about something. So they can take ownership over that.

Thank you so much for sharing your, your perspective on that. I know our listeners are already thinking about that. The processes we’re talking about delegating the team. So I think that that was really, really helpful to share that All right. You guys, that was an amazing show. I know we cut it off there in the middle. And as I said,

we didn’t start out this interview to actually break the show up into two episodes. But Rachel was so generous with her expertise and she delivered so many tangible things you can take right now and apply to your business. I really wanted to make sure that you had an opportunity to actually do that. So make sure you tune in with us next week on episode number 239 to catch the second half of systems to scale your business.

And again, all of the show notes, all of the resources and all of the ways that you can connect with Rachel directly can be found by visiting Sweetlife co.com and simply click on the package. All right, guys, talk to you next week. Bye bye. For now.

Episode 237: How To Grow An Online Empire Without Paid Ads – with April Beach and Lorraine Dallmeier

Lorraine Dallmeier SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Discover your business growth phase by taking the SweetLife Entrepreneur Self Assessment

Who This Episode is Great For:

This is a great show for those of you who want to build a global brand or international empire without paid ads.


Today we’re diving into the actual, step by step, proven process of building a global empire organically without paid ads.  Following Lorraine Dallmeier’s proven process, you’ll not only be inspired but  leave this show with tactical marketing you can apply to your brand right now, even if you have no marketing team or little marketing experience. 

At the end of this episode you will:

  1. Know the 6 steps to create a global empire
  2. Be inspired that little marketing skills are required to grow a loyal following 
  3. Understand the power of brand protection and how to apply this to your company
  4. Learn about “edu-tainment” and how to apply this to your content marketing 
  5. Have yet another confirmation that consistency is king

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. Hi guys, and welcome to episode number 237. Here it is the end of July, 2021. And we are so glad you’re listening to this episode. I’m April beach host here at the Sweetlife entrepreneur and business podcast and founder and CEO of the Sweetlife company,

where we help entrepreneurs did not design launch and scale a business for high profit, deep impact lifestyle. Freedom today’s episode is really special. You’re going to love this guest. She is an absolute delight, and we’re talking about the actual proven step-by-step process to build a global empire. This woman did it starting only 11 years ago with a baby on her hip.

And she is breaking down her exact formulation for how she did it without running high cost ads and really in a way that creates brand consistency and gets her message across. And so I’m very excited to introduce you to our guests today, and if you’re new to the show and you have never listened, thank you so much for tuning in. There are a lot of really amazing podcast episodes out there from different hosts all over the world.

And I’m so appreciative that you are here hanging out with us today. All of the show notes, everything we do as a company, to help you design, launch and scale your coaching business, your consulting business, or your expert focused business can be found by visiting us@sweetlifeco.com as well as all of the show notes and all of the resources we have available for you.

Let’s go ahead and dive into today’s episode. I am pleased to introduce you to Lorraine doll Meyer. She is absolutely literally an amazing woman. You’re going to be so inspired. She’s an award-winning CEO of formula. Botanica the organic cosmetic formulation and business school, which has trained over 13,000 organic cosmetic formulators and ND beauty entrepreneurs in 177 countries. And probably counting.

She’s voted the most influential person in natural beauty for 2020 and awarded the digital achiever of the year for the cosmetics industry by Google. Lorraine is on a mission to teach the world to formulate and in this process and you’ll hear her story. It is so cool. She’s going to break down what it was like moving from an employee role, becoming a mother,

realizing that that isn’t what she wanted and that she just had so much more that she wanted to do. And you are going to leave this episode, understanding the exact six pieces. I should say, being six steps to her formulation. She breaks it down very, very clearly her six step formula on how she created this global empire. So the end of this episode,

you’re going to know her exact six step formula. And it doesn’t matter if you’re in the beauty industry or whatever you’re in. If you were in the education industry, if you were a coach or consultant, this is the level of business that you want to design. You’re going to walk away knowing her step-by-step process. And you’re also going to realize that you can absolutely do this yourself.

So I’m so excited to dive in today’s episode. It is episode number 237. So all of the show notes, everything we’re talking about can be found by visiting Sweetlife co.com simply click on the podcast. And this is episode number 2, 3 7. All right, let’s dive into the show. Hi everybody. I am so excited to be joined by my new friend,

Lorraine Domar and she is going to blow your mind. You are literally going to be inspired just by the little chat that we have done behind the scenes here to get ready for what she is going to teach on this show. I am taking crazy notes and you are going to absolutely love this woman and be incredibly inspired and learn so much from this show today.

Lorraine, welcome to the show. Can you give everybody an introduction, share who you are, how you started out and all about this amazing online empire that you have built. Awesome. Well, thank you so much for having me on the show April. It is amazing to be here and I can’t wait for our chat. So I’m Lorraine. I run formula Botanica,

I’m a biologist, I’m a chartered environmentalist and I am on a mission to teach the world to formulate. So I run formula Botanica the online organic cosmetic formulation at school, and we train people how to make their own natural skincare and haircare using botanical ingredients are we are taking the world by storm with what we’re doing at the moment. It has been phenomenal.

So I’ve been running the school for almost eight years now, I guess. And I have 40 staff. We have over 13,000 students and graduates for in 177 countries. It has been a roller coaster to get here, but it wasn’t always like that. So just to give you a short intro into how I got here, I was on maternity leave with my eldest son who will be 11 in a few weeks.

And I decided that I couldn’t go back to my day job anymore. I had to work for myself. You know, I’d had really good jobs, but I just couldn’t handle working for other people anymore. And having listened to a few podcasts with you now, April, I think you probably heard that vaping quite well. So I decided I was going to start my own business.

I was watching the BBC’s apprentice. I was sitting there on the sofa with breastfeeding, my son. And I like, if these idiots can do it then, so can I, so that’s, I guess where it started. And then by the time I was on my second maternity leave, I had my business up and running. I was teaching people online already.

I had an app, I was teaching people how to make simple beauty products. And then I had the chance to actually buy formula Botanica in its infancy. It was a one woman side hustle. At that point I was, as I said, I had my second baby with me at that point. And I thought, you know what? This could be a fun hobby project.

And then I went back from attentively for a second time and my employer has ghosted me entirely. And so I thought I got to make this work and I have, so that’s like a potted history of, of how I got to where I am today. I guess You said something to me before we were recording. You know, you said I went from being this,

you know, mom would just a baby on my hip to having this global empire in 117, a hundred. How many different countries? It’s insane. Saudi 777 different countries, friends. Okay. This amazing woman has done this. And you literally have a formula just like you teach people how to formulate natural beauty products on their own. And I want to,

I want you to share your mission because I think that’s incredibly important. But what you’re going to share today on the podcast is the act is the actual formula from how you went from a mom with the baby on your hip, to where you are right now. But I think it’s important to know that for people to know, like, why are you doing this?

You shared this a bit with me before. Why are you so particularly passionate about what you teach women to do? Well, I love formulation because it takes us right back to our roots. It’s a skill that we’ve lost, that we’ve forgotten. And yet everyone used to do it. Like they’ve even found like fossilized face creams from Roman times. You know,

this is not something new and we can all formulate. Cause formulation is fun. It’s easy, it’s empowering. And most importantly, it disrupts the mainstream beauty industry because they want you to go and buy that product for 150 years. They’ve been telling us we’re not good enough. We don’t look right. We don’t smell right. We don’t conform to that.

Blonde stick thin what teeth person that they put, all the adverts, you know, everyone is different and we can embrace our own beauty by reclaiming that power from the beauty industry and learning how to formulate ourselves. And that is so incredibly empowering because then not only can you make your own skincare and haircare and even makeup whenever you need it. But it’s also more sustainable because the beauty industry produces over 120 billion units of packaging a year with that is just staggering.

And most of that ends up in landfill or in our oceans. And we can do better than that. And we can do that by learning how to formulate for ourselves and making things as in when we need them. So I am on a mission to make formulation as commonplace cookery and the entire world had to do it. And thankfully the world is very receptive,

which is a good thing. And you’re doing a very Good job out of that. You are doing an incredible job. And so thank you for sharing that. So before we even go into these six steps to how you have built this online empire in hearing these six steps, and I know our listeners after they hear them are going to be like, wow,

I can absolutely do this as well. I want to point something out. You are so incredibly deeply fiercely fire, really passionate about what you do. And you are very clearly leading with that determination. It’s not leading with the money because you want to build an empire to take over the world. You want to change and you want to create a transformation for women and disrupt an industry that needs to be disrupted.

So I say that. So as our listeners are listening to understand that underneath all of these things that we’re going to talk about in content marketing and all the other strategies to build literally a global empire with your online courses and your education business, that under that all is a fierce passion and conviction for what you are doing. And I think that in order to be successful,

frankly, anything, unless you just want to make a lot of money and not have a deeply purposeful company. I believe that that’s a requirement. And so I just wanted to point that out to our listeners and our listeners and pick up on that anyway, they’d be like, wow, this, you know, this, this woman’s amazing. She loves what she does diving into,

you know, history and, and the history of what she’s doing. So let’s transition. Let’s dive into that a little bit. How on earth did you go from this mom who was kind of working kind of decided she wanted to stay home, had an app, bought a company, having another baby to where you are now. You literally have a formula for this as well Through it.

Well, first of all, thank you for all those lovely things you said as well. I mean, yes, you have to drive forward with that passion, but then there are various steps that as you say, anyone can do. And the first one for me and I live in a brief there, so I absolutely love this is content marketing. Now I have been a prolific content creator since I was 15 years old.

And I badgered my parents to get the internet at the home. We were one of the first adopters of the internet where I lived. Everyone was like, why do you have the internet? I didn’t know what to write to, you know, web pages that really had anything of use for me. But I started blogging when I was 15. I started designing websites then,

and that has stuck with me ever since. So a big, big part of what we do is putting out content and I call it edutainment, which is a slightly pretentious word. I mean, you’re mixing education entertainment, but it says what it does on the 10 basically. And so we write, we film, we record content every single week that our followers want to read,

want to listen to what to watch. And a lot of people say to me, well, how’d, you know what to record? And I’m like, well, I go to ask people, you know, because they tell me what they want to know. And we put that content out there and that has been so, so successful for us because by showing up every week,

it doesn’t matter if it’s raining. It doesn’t matter if I’m on holiday, it doesn’t matter. What’s happening. That content will go out. And that means that our followers become dependent on it. They want to read it. And actually as a result of that, we’ve become like a publication as well as an online school. And we get more visitors now than the many of the sort of mainstream publications in,

on niche as well, which has been phenomenal. So let me ask you, where do you distribute the majority of your content? I know our listeners are thinking, okay, well, they’re doing this content. What are your, I know every industry is different. What are your primary social channels or content distribution channels that seem to have worked for you?

Well, social does well for us, but I have to say the main channel has been email. I mean, it’s all in the list, right? And I’m sure everyone listening who wants to do this understands you have to have a list. And I started off at 300 people on my list. I now have 125,000 and we clean that list rigorously.

Let me boot people off all the time because they don’t open our emails. Otherwise we’d have hundreds of thousands of peoples out there. So that is the primary outlet for content because people then sign up and they know they’re going to receive value in that inbox every single week. And that is so powerful because it means they stay subscribed as well. So you guys send a weekly email.

Yep, absolutely. We’re thinking of making that bi-weekly, but at the moment it’s just weekly and yet then the rest goes out on social. I mean our main channels, I suppose, are Instagram. I mean, we have, we’ll have over a hundred thousand followers by the time this episode ads, which quite exciting Facebook, we have big groups on Facebook.

I have a big networking group there with 47,000 people, which is free. So those are the main channels ready, but email first and foremost. And then, and I suppose that’s 0.2 and the sort of six step process. It’s all about the SEO as well. And I’ve only recently hired someone for the first time to do that before that it was just me writing lots of really good content,

then hiring people to write really good content. And I’ve always believed that rather than delving into what Google says about its algorithm, the best thing you can do is to just write top notch content, make sure it’s a good length and make sure people want to keep coming back to read it basically. So, you know, one of the things you said to me behind the scenes as well before we started recording this with that,

and I think this is important for people to know that you have been consistently hitting the pavement with content and putting content out for seven years. I think that’s important for people to know that consistency is king here. And I’d love also how you say that you clean your list. And I think people are afraid to do that as well. You know, get people that have an open things off their list.

I think people are really afraid to do that. And I love that you said that because we want a vibrant list of people that are actually absorbing your content in and really love what you’re doing rather than a dead list. And when people really don’t, who wants to talk to people that don’t want to listen. And so I love that you said that as well,

but I feel like one of the important things to say here about this number two is that you were just out there posting, like you said, rain or shine for seven years, and this is organic growth. You guys, we aren’t buying a hundred thousand people to end up on the reins list. This is, you know, fully putting amazing content out there that people want to absorb and organic growth.

And so I’m really admire how hard you’ve worked at doing this. And I just want to commend you for that. People want to shortcut all the time and it’s not that you can’t be successful fast, but there is, there’s much more to the iceberg underneath the water, for Sure. Absolutely. And I’ve seen so many people sort of try to shortcut or get bored of doing it.

And then if it doesn’t work within three months, they’re like, oh, I’ll do something else. And so many of the entrepreneurs who started in my sort of year group, I suppose, when I got going, they’re all doing something different now and I’m sitting there going why? And they’re like, I’m really impressed. You kept going with like, well,

yeah. And look at what I’ve achieved by just plugging away at the same thing every single day. It’s been amazing. Wow. Well that alone, what a great testimony and just a great amount of encouragement. That’s exactly right. And I think that we get so afraid that maybe we’re doing the right things, or we need a confirmation faster in that trust in what you’re doing and what you’re creating and the consistency in doing it.

And that’s a whole podcast episode on itself. So I just want to highlight that. And I just think that’s incredibly powerful. So we talked about step number one and then step number two is just really being out there consistently posting SEO, you know, really diving into that. And then step number three is one of my favorites in people. It’s not that I think that entrepreneurs don’t want to do that.

They all do, but I don’t necessarily believe that there are many entrepreneurs that fully understand how to fiercely protect their brand. So let’s talk about number three. Yeah. So three is all about the brand and I’ve created a really, really strong brand around formula Botanica. And when I look at a lot of digital marketers online, they often bypass that step.

They just go straight for the ads, the shortcut, as we said, and actually building that strong brand is something that has made the company so unshakeable. So rock solid that if something terrible happened to us, we would weather it because the brand is so strong. And I protect that brand fiercely. Now I have brand guidelines. I make people read them all the time.

I, I tweak little, you know, the very fact that I’m sat here in a green top, in a green office, it’s just all part of the brand. I live in every single components of it. And that comes down to how we speak the tone we use in the emails that go out, even in our help desk, the way we support people,

the way the courses are put together, the way we show up for events, just literally every little detail is overlooked by that brand. And people often come to me and they’re like, can I say this? And I’ll go, ah, let’s rejig it slightly. So it looks like that. And this is the reason behind it. So I’m constantly trying to educate my team as well so that they can live and breathe that with me because no one can take that away from you.

You know, if your ads bomb or if no one comes to a website, oh, you know, if something goes horribly wrong on social media, your brand is still there. And that is a thing of beauty that I think, yeah, as you said, lots of people overlooked, but yet it’s the core components to growing an online empire. Wow.

That is so powerful as I have my, my wave mug and my, my way of wall. And it’s what we do. If you guys are watching behind the scenes in the video, you have to, you have to go to the YouTube channel. You have to see Lorraine behind the scenes and see all her great. It’s fabulous. And this is an example of that,

but I also love what you said with the language and the tone and the brand personality. And I think that that is so incredibly important as well. So thank you for that. I love number three. So what’s number four. What was a fourth thing? What’s a fourth step in your formulation for building this online empire. So we’ve got the content,

we’ve got the distribution, we’ve got the brand step. Number four is all about the community. I mean, it’s the people who sits at the heart of all of this in some respects, they should be step number one, but I thought let’s walk through all of them in sequential order. So I’ve built a really strong community around formula Botanica as has my team as well.

And these are people who we know we love, even though we have over 13,000, almost 14,000 students and graduates. We know so many of them and we get really excited by them because we know what they’re doing. You know, I have, if you’re watching the video, I have all of that products behind me. I sit here with them on my desk.

I’m always sort of holding them up, going, oh, this is so-and-so. She lives in Denmark. And this is so and so she lives in India and you know, the community is what makes us who we are. We wouldn’t be where we are without these incredible people. And I’ve met so many of them over the years. I know their stories.

I’ve become friends with so many of them as well. And they inspire me to do better as well, because that constantly out there changing the world, being part of this global green beauty movement that we’re spearheading and yeah, they’re helping us drive it forward. So to do that, we’ve used social media. We use Facebook groups. It sounds really simple.

And it is in a way, and in the beginning I would be in that and I would show up all the time for our students and graduates. And that was how we built this incredible heartwarming community where are really kind and generous to each other. And that still exist today. Even though we have, I think about 10,000 students in our online classroom,

it’s got huge, but still that, that really heartwarming aspect is that. And if someone posts and says, I’m having a bad day, you know, there are hundreds of comments from people just going, we’ve got your back. And most of the people who go through our courses and launch a brand, go, I love the courses I learnt so much.

I can formulate, you know, you’ve empowered me, but oh my goodness, the community, I wouldn’t have got to where I am without my, my sisterhood, basically, because as you can imagine, it is mostly women who go through our courses and that has just been heartwarming and incredible to watch. So that’s step number four. And Question about that.

You have both a free, and so we’re talking, you know, we’re talking about business modeling, restructuring for our listeners. You have both a free and paid community, Correct? Yeah. We have a big free networking group as well, which has almost 50,000 members. And that’s incredible too. And now I have a community manager, but not just that.

We also have a whole team of people around the world, our student mentors, so that we have 24 7 coverage in our groups because otherwise, you know, it is like a groups. You have to be there to sort of support, to help, to moderate sometimes as well. And so I have staff members literally around the globe so that there is always someone on and they have a rotor.

So they’re going through the groups all the time. And that has been incredible actually. So the community is everything to her. I love that. I love that. And Facebook makes sense, you know, the global community Facebook makes sense. And, you know, it’s when we talk about structure and tech and enabling what you want to do and the experience that that does,

you know, it’s really completely make sense. Okay. So then number five, what is the fifth step to your formulation to building a global empire? So stage, you’ve got your ducks in a row and now you have to start really putting yourself out into the world. And so step number five is very much that I’ve made sure that we are viewed as thought leaders in our space.

And again, that can sound like quite a pretentious word. You know, what is a thought leader? It’s someone who has an opinion, the other people readily take on board and follow. And we have that. Now people follow us because we teach them all viewpoints and all sorts of what natural means and what green beauty means and what clean beauty means.

You know, we’ve redefined a lot of these concepts and we’re regularly tagged in social media posts where people go, I listened to this podcast from formula Botanica and I now understand that the three or four shades of natural, and I’m going to show you have made my own little infographic. And I finally understand these concepts and I’ve learned them from these guides. And we do that thought leadership through,

I have my own podcast as well called green beauty conversations, which is all about green and sustainable beauty and the science and indie beauty. But I’m also constantly on summits, on podcasts, giving interviews, speaking to journalists, you know, I out that all the time as is my team. And that means that people view us as the people to follow because we hold opinions on things.

We share those opinions. I make sure that they’re always balanced. They fit with the brand. They’re very sort of rational and scientific and the heartwarming and friendly and natural and people buy into that. So you have to have opinions when you’re running a business. And I see a lot of people really struggle with this because they don’t want to put themselves out there,

but it is. Yeah. Step number five, for reason, it’s been a huge part of our growth in becoming this global empire. It is so important. And I understand that. And I, I think that there is a, there is a fear about not having everybody agree with you, but that’s also part of the destruction and the part of leadership and,

and most leaders don’t have, you know, everybody that loves them. I mean, that’s the way it is when we’re doing works. That work, that really matters. It means it’s work, that’s different. And to do work that’s different. It means that you’re probably going against the grain on the way that the commonplace has been. And so I really love that.

You said that. And I think that that is, that’s just very encouraging for some of our listeners to hear. Okay. And then step number six, what is this final icing on the cake to bring it all together? So following on, from what I said about putting yourself out there, now you have to go and form a network. And that means getting to know people,

big players, small players, any players, really people who also hold opinions and who are active in your world in your sector. And we now have partnerships with NBC brands, with our graduates, with bloggers, with influences, but also with the mainstream beauty industry. You know, I have stood on major stages in front of the big players, the L’Oreals,

the Unilevers, the Proctor and gambles, but also the indie players at the same time. And I’m trying to bring people into our world so that they understand that we’re the bridge that brings everything together. So for instance, we are, we’re the formal NDBC partner for the world’s largest cosmetic ingredients exhibition. They have 12,000 visitors a year. You know, they tour around Europe.

It’s like going into three aircraft hangers. You know, when you go and visit these trade shows and we’re there in DVC part in that. Now I have spoken at major industry events because of a lot of the work that we’ve done and the networking that we’ve done. And because of that, that’s opened the door whereby people don’t do formula Botanica as Lorraine’s little side hustle with her baby on their hip anymore.

They view us as a big accredited award-winning online institution. And obviously that’s all part of the seven years of just showing up every week and just putting yourself at that. But you have to make a network and you have to invest in that network and be kind and really give back because it will come back to you tenfold every single time. And that’s certainly what I’ve found over the years.

That’s Incredible. And so let’s recap these six steps, and then I have one last question for you. So Lorraine’s formula to build a global empire, but not just any global empower you guys that really matters. It’s really, really making a change in this space are your six steps. Okay? Step number one, content creation, educate and entertain your followers at the same time.

Step to constantly promote that content, put it at that great SEO, social media outreach, but most importantly, your list, you need one step, number three, build a strong brand that you fiercely protect and build. And you’re constantly growing it. Step number four, create a thriving and happy community. Make sure that the people around you know, that you love them because they’re your biggest assets,

your biggest fans, they’re everything. Step number five, be viewed as a thought leader, have opinions and put those opinions out there and make sure that people buy into those opinions and hear you. And step number six, build a network and build a strong network that you pour your love and heart into because it will come back to you. Tenfold, how I Love that.

I love that. Thank you so much for sharing all this wisdom. This is an amazing lesson. You guys hear that you are hearing and I’m taking notes and listening right along, right along with you. And so I have one last question for you. And I don’t ask this. Isn’t like a set question. I ask all the guests. I just really,

I would love to know this answer from you. What have you learned about yourself along the way through this process? What do you believe about your, I know I didn’t even prepare you for, this is such a tough question, right? Sorry. You know, like what, what do you know and believe about yourself that only could have come through your tenacity,

your resilience, your consistency. What have you learned about yourself in this process? That is a great question. So before I took them formula Botanica I worked all over the world. I lived in multiple countries. I worked in high-powered jobs. You know, I ran all sorts of fantastic projects, but I kept coming up against this massive glass ceiling everywhere I went.

You’re too young. You’re too inexperienced. Lorraine. It’s too scary, too outspoken too. In your face, you voice your opinions too much. I do that. And it got to the point that it started to chip away at me because you start to internalize a lot of what you hear. And when you’re constantly told you need to tone it down,

you need to be less outspoken. Yeah. You need to put your opinions out there less. You start to do that. And I now know that the only way I think for women to achieve true gender equality in the workplace is by building something like this for themselves and driving it forward. And I know myself that I am more confident and more able,

and I believe in myself more than I ever have before because of the work that I’ve done here over the last seven years. And no one can take that away from me and I will never walk into a workplace ever again, where someone will tell me I’m too scary because I will eat them alive. Thank you so much for everything that you have shared.

I know our listeners just like Marriott, we just want to eat up everything you’re giving to us. So, you know, and just absorb from you. So this is, I’m just so honored to meet you. Thank you so much for applying to be on this show and wanting to come here and share your story with this audience. It’s incredibly powerful and proven and you know,

that’s what we, that’s what we do. We bring in experts like you, that have created their expertise through resilience and, and determination. And, and I’m just so glad that you’re here. So how can people find you? How can they connect with you? All of you join your, your formulation school. If we have listeners that want to start doing their own thing and they haven’t done it yet,

or go and follow you to learn and watch and observe how you are building and how you’re continuing to grow your empire, where can we find you? So wherever formula botanica.com, where we have a free online organic cosmetic formulation course that anyone can take Instagram is the biggest platform for formula Botanica as well. But I am also on Instagram and on Facebook where you can follow me.

And I talk more about the business side of things, the sustainability side of things. Cause that’s my bag. And I just want to say, thank you so much April for having this amazing podcast and for welcoming me onto it, because it’s fantastic to talk to you. And it’s a real honor to be here. It’s such A pleasure and Lorraine and I will be live in clubhouse.

You guys. So this is episode number 237. It will be episode number 237 when it drops. So Lorraine and I are going to be here to talk to you. And you guys get to come in, ask Lorraine all of your questions, whether it’s about formulations or how she went from baby on the hip to literal global empire creator through online business.

These steps work. This process works with consistency. And so we’re going to be live in clubhouse on July 28th at 12 o’clock Eastern time. Please come join us there. We’ll make sure all of the links to where you can connect with us in clubhouse are found in the show notes of this episode@sweetlifeco.com. Ryan, thank you so much. We really, really appreciate it.

Thank you. It’s been awesome.

Episode 234: Lead Magnets That Are Working In 2021 – with April Beach

SweetLife Entrepreneur Podcast April Beach

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Lead magnets are a fundamental to grow your list of prospective buyers. But, unlike 2012, you can’t just throw a fancy .pdf out there and expect to get high-quality leads, if you get any leads at all? In this show we’re discussing the changes to lead magnets and what is considered valuable to those you really want to attract. 
How we use lead magnets has significantly changed over the last decade and in this week’s episode we’re diving into what’s working to generate leads and what is not. Generating high-quality leads with the right prospects is a vital part of your marketing.

At the end of this episode you will:

  1. Understand what a lead magnet is and what it should accomplish
  2. Have ten lead magnet ideas that are working in 2021
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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hey there. And welcome back to the show. This is episode number 234, and I’m April beach, your host. And I’m so glad that you have tuned in to hang out with me today here on the sweet life entrepreneur business podcast.

Today is a great episode and we’re diving back into some online business foundations. So for those of you who have been listeners to this show for over four and a half years, you know, especially in the very beginning, it feels like forever ago, we really dug into funnel building list, building lead gen all of these online business foundations. And since then things have changed.

And so I felt like it was really important for me to come back in here and for us to have a conversation so that you’re aware of what is changed, what has changed when it comes to lead magnets that are working right now in 2021. And so that’s what we’re going to talk about on today’s show, because I want you to be generating amazing high quality leads with the perfect ideal buyers.

And so we’re going to dive in here on this episode, just a little item of business. If you have not listened to this show before, thank you so much for hanging out with me. I’m April beach, I’m the host here at the show founder of the Sweetlife company. And we serve coaches, consultants, experts, and service based businesses who are ready to launch scale or amplify their business online specifically for high profit,

deep purpose, to make sure that business we’re designing for you is in fact going to equal the lifestyle that you want. So everything we talk about here on the show and all of our coaching services and programs@thesweetlifecompanythatcanbefoundatsweetlifeco.com are all for that purpose. And all the show notes can be found@sweetlifeco.com as well. And this is episode number 234. So if you’re listening to me,

it is July, 2021. Praise the Lord. The world is reopening. We are out as a family, a little bit behind the scenes for us headed up to Vail, Colorado. Like we do every single summer for a few weeks. And I hope that you have some amazing adventures planned on your end as well. So I try to keep these summer episodes a little bit shorter than most.

So let’s go ahead and dive right in this episode is for you. If you were in phases one, two or three of my start to scale up system, that’s a roadmap that entrepreneurs follow from the very beginning of deciding you want a business all the way through building a high profit business that equals lifestyle freedom. If you don’t know what phase of business you’re in cruise over to sweet life,

co.com forward slash quiz, and you can answer a five really quick questions and you will get a list of exactly where you are in your business and what you should be working on. So this episode is for those of you guys who are in phases, one, two or three, primarily two or three, if you’re in one, you’re still in the beginning,

but I want you to know these business foundations. And it’s great for those of you who want to generate high quality leads and build an audience of your ideal clients. And frankly, if you’re listening to this episode, you’ve probably been in business for long enough to know that traditional what I call old school lead gen really isn’t working that well in generating high quality leads is becoming more and more of a challenge.

So we’re diving into all that on today’s show. So let’s go ahead and get to business Okay. So let’s chat about what is a lead magnet for those of you who are new, a lead magnet is something of high value that you give away for free in exchange to receive an email address and name and possibly a phone number or other contact or data information from somebody who may be interested in your services.

So we call it a lead magnet because it’s a post to literally magnetizes leads to your business and get the perfect people. But that term is a little inaccurate because you know, a magnet just attracts anything that’s metal. We don’t want to just attract anybody. You do your business. We want to attract the right people. So let’s talk a little bit about what those examples of a lead magnet could be.

Particularly if your new lead magnet could be a downloadable PDF, or it could be a free video series, anything that you are giving away for free that is high value to your client. But now the conversation’s shifting a little bit. That’s what we have been saying for the last 11 years. And here’s a, some history I want you to know about online business.

And for those of you guys who might not be listening to have been listening to this show for a long time, I have been a online business coach for over 14 years in. So we’ve seen a lot of changes in the online business space and what’s working and what isn’t. And so back in 2012, we used to be able to just throw out these really fancy,

cool PDFs and get high quality leads. And now you’re lucky to get any leads at all. And if you do, you’re just kind of throwing something to the wall to see if it sticks without strategy behind it. You’re ending up with the wrong kind of leads. So a lead magnet, again, is something you give away for free in exchange for a name and an email address.

Primarily some of you guys might want to collect other information like phone numbers so that you can follow up or dive in a little bit deeper and build a relationship with that perspective client to find out if you are right for each other. And the history of lead magnets is, has definitely changed. What we used to do is not working anymore. So in the past,

we used to be able to give out bowl how to guide sides, reports, white papers, complete eBooks, you know, from 2012 to 2017, honestly, you guys, the, or the lead magnet, the better those businesses were that were winning were the ones where we were giving away, you know, an hour long video series and 30 page white paper documents,

and that’s not working anymore. And so I don’t want to make like a blanket statement across the board because it really actually depends on your industry, but you’re listening to this podcast. If you’re a coach or a consultant or a service based business provider, you’re a speaker or you’re an author. And so let’s just talk to us. This is you and I having this conversation.

If you are in a different industry, those lead magnets are probably still working really well for this coaching and consult teen space. It’s not working so well, but what is working so well? Is this a lead magnet that is high value and low time? Let me say that again. Hi, and you load time. So short, fast transformational, not just informational.

And I’ve said this a million times, no buddy is out there waving their hands for more content. Right? Right. Now nobody’s doing that guys. Nobody’s saying, please flood me, firehose me with a million zillion pages, even if it’s the best darn information in the whole entire world, because nobody has time for that. We have reached our threshold and we are on content overload,

right? But they’re babies need to be transformed. They’re begging to learn something that they didn’t know before, or they’re begging to see a change or a transformation in their business or their life or whatever it is that you coach. Okay. So short, fast transformational, just informational lead magnets are what is working. And just a little side note here, you guys might have heard Brittany,

my podcast editor. She probably won’t even cut this out anymore. If you’ve been listening to the show, we keep it real here. You’ll probably hear the garage door slamming next to my recording studio. I have three teenage boys and it’s summertime, and they’re all here going in and out of the house. So why cut that out? I love my life.

So let’s continue on with what we were talking about in order to generate the right leads. You have to, you absolutely must know your customer’s problems and you must be able to offer an immediate solution to them when you offer a very specific solution in your business. So when your signature program, your mastermind, your membership, your coaching program, your online event,

whatever it is you sell, when the value of your product reaches a very particular audience, a very specific audience, your lead magnet is going to be able to attract that right client. So adjust a tip. If you do not yet have knowledge information, or you’ve not yet built that signature coaching program that you want to need for your business, or you’re ready to scale up and have a variety of programs,

make sure that really specific, make sure that they give a specific transformational measurable result in that knowledge, in your own generation of that signature program is going to then allow you to reverse engineer. So you can look at this lead magnet, this free thing you’re giving away and really attract people that are already interested in the specific solution that you are providing through your solution and your services.

So let’s talk about what is working right now because that’s what this podcast is all about. So hi time, hi, inundation of fire, hose of content. Nobody’s raising their hands saying, please, can you send me something for free? Because I can’t wait to sit there for an hour and a half and review it this weekend. That’s not our life,

but let’s talk about what is working. What is working right now are customized and curated high value, low time lead magnets. Here’s some examples of that. A quiz or an assessment are two great examples of customized and curated lead magnets that are working. And I have a bunch of other podcasts here about how to create a quiz. I even give away a free hour long training.

There you go. That’s more in depth. If you want to create a quiz, you can go back and search that here in this sweet life entrepreneur podcast, with this being said for you just generating or updating a lead magnet, a quiz or an assessment is an ideal lead magnet. And they’re doing really, really well. I’m a big fan of these.

We have used a quiz and an assessment for years. It’s now been about eight years. We’ve been using a quiz and an assessment. And do you remember in the beginning of this podcast episode, when I shared with you that link where you can go take our quiz to find out what phase of business growth you’re in, that is still our number one lead generator,

and I’m giving you real behind the scenes here. Okay. And here is why that’s amazing. Number one, it only takes literally a minute to take it if that, but number two, it delivers really high quality curated information. And number three, it gives me and our team and the client, or you a lot of really great high value information.

That’s curated to where you are. So when people take our quiz, they immediately know what phase of business they’re in. And according to my method of growing and scaling companies, I have five phases. So they get a very specific list. It’s curated to where they are about what they should be focusing on right now to get to the next level. So take a second and think about what could you create a quiz or an assessment about if you have a process that is already created in your business or a process that you walk people through in your programs,

that could be really cool to create a quiz, having them get some information and knowledge about where they may be, or how successful they are in different phases of your process. If you are looking for a certain type of person, whether they have a certain personality or whether they’re lacking in some sort of skills, do you teach that is that your solution,

a quiz could be a really great asset for you and for your potential clients. Because again, we want to give high value, low time, and we want to deliver a transformation, not just information. We want to give them a transformation. So they’ve gone from not knowing something about themselves to having more knowledge and knowledge is power. So the first tip I want to give you is if you are not using a customized quiz or an assessment,

we highly recommended. And for most of our clients that work with us to design and grow their business, a quiz and an assessment who has been working very, very well for frankly, over six years. So that one still is really working well in 2021. Number two, the next type of lead magnet that’s working really well is something that entertains people.

Okay? So this is gamification. These are quick accomplishments or challenges or something with group interaction. So if you have a way to get people entertained, have them laugh or feel good, or be part of something. Those lead magnets are working really well. And of course, that’s going to be all relative based on what your area of expertise is, but those are doing really,

really well. The next tip is a magnet that levels up your audiences IQ. So anytime we can level up somebody’s knowledge, we’ve given them a transformation, right? So if you, if this fits along the lines with what you’re doing, if you have short videos with juicy information that make people wanting more, those lead magnets are doing really great. And I’m not talking about things you give away for free on Tik talk or a little videos that you put out in IgE live or YouTube shorts or whatever it is.

I’m talking something that’s locked down, that’s even better when then what they can see for free. And it makes them feel more special that this is even more curated and it’s going to level up their IQ. And again, a short period of time. So short videos with juicy information that pay, make people wanting more, the next tip for a lead magnet.

That’s working really well right now are audio files with the introduction of clubhouse and now Spotify greenroom and all these other things that are coming around. People love audio because they don’t have to be staring at a screen while they’re driving down the road or while they’re at a gym. So actually any length of audio that is personalized for your audience is working really well right now.

If you have an exclusive interview that you want to share, that could be a very cool thing. Maybe you’re not a podcaster. Maybe you want to keep that just for your audience, but sharing it, access to an audio file is very cool. And people are really into it right now in 2021. The other thing they can do is frankly, in a lot of cases,

they can speed it up. And again, we’re busy people so they can get information and, you know, sometimes put you on two or three X, the speed and, and really get information even faster. Another example of this, and we have actually quite a few clients that are doing this, or like drips of daily, meditation’s drips of inspirational quotes.

And these are all audio files where you can drop into somebody’s email box, or they can be texted to your clients. That’s just something like, Hey, good morning, gorgeous. How are you today? You are enough. You know, that’s an example of an audio file if that fits in line with your business. So, and then another example of this and,

and clients are using this as well are tips for leaders. So if you have leaderships leaders that follow you in your, your leadership coach or an executive coach of some kind, any sort of tips, they don’t even have to be daily. It can be five days of audio files. These things are really doing well and people are eating them up. The next tip of a lead magnet.

This is working really well right now in 2021 or trials. And these have usually always worked really well. So this particular thing has not changed. So trials demos of a product, testing your offer for a short period of time to experience it. Those things are really good. People love experiencing things. And when they’re really looking for a solution, especially if you don’t have a software product or a physical product,

they want to know that they jive with you, that they can trust you, that they feel you in. So it’s really important if you are selling them into a higher end program, that’s an experience that you give them a little piece in your lead magnet of some way to experience you. Then next tip for you is a lead magnet that provides a quick win in a PDF form.

Now, I really hesitate to be recommending PDF lead magnets, but people still are opting into them. Here is the important thing. They have to be super juicy and not very long. So if you have like a meal plan or a calendar, a marketing calendar that you could give away for free or a workout plan, or perhaps it’s a, a written step-by-step on how to,

self-publish a book, those lead magnets are still doing really well, but just make sure that they’re short and giving people a quick transformation so that they are immediately totally in love with you. You’re the bee’s knees and they want more of what you have. And here’s something, this is a really interesting one. I admit I have not personally used this one,

but in making sure I’m doing my due diligence in the research of preparing for this episode for you, I was going through and found a suggestion of a lead magnet. That to me, frankly, seems genius. So I just want to share it with you. This is a state of the industry survey. And I remember a long time ago, like three,

four years ago, I think Amy Porterfield did something like this and somebody put out a state of the industry of something. And this is really, really cool. And so I’ve found this from Sam rush blog, and I wanted to share it with you guys. So this is a survey that exists primarily for your market research and can also be used as seriously,

one of the best lead magnets ever. So what you do is you encourage users to answer a few survey questions and share their contact details in exchange for getting the whole report. So you make it super clear that you’re putting a report together. They obviously need to be in that space and you want to gather their state of whatever it is that you’re collecting on.

Could be the state of self publishing in America. It could be the state of branding. You know, it could be the state of whatever it is, the state of mindfulness, the state of health, whatever that may be for you, collect the data and then share the report with them. And again, just make it really clear to them that you’re putting the report together,

that their opinions matter to you and other people in your niche and that you will be sharing that report. So I wanted to make sure I included mentioning that because I can’t say yes, this is one of those ones that’s really working great in 2021. But let me just take a sidestep here for a second. One of the divisions that we coach clients is,

is what I call amplify. It’s our amplify phase. We have launched clients, we have scale clients and we have amplified clients for my amplify clients. They are in the process of creating courses and programs, or they’ve already created courses and programs. And they’re doing one of two things. They’re either licensing those corporate, those programs or courses to corporations, or they’re in the process of creating their own certification program and training other people on their method.

That’s our amplify phase. And I’m going to do another episode for you guys about the difference between the launch scale and amplify coming up here on the show, because we get a lot of questions about that. I share that because this state of the industry survey for our clients that are licensing their content or their courses to other companies, this could work really,

really well. So I can’t wait to get back and talk to that group of clients and share this information with them. And I see this as being a really big asset, depending on who you’re serving. I think that could be a really good asset. So just want to share that if you are brand new in the coaching space, this is probably not appropriate for you,

but those of you guys that fit into our scale and amplify clients. So again, you’re in phase three or four of my roadmap, then this could be really good for you by. So I wanted to make sure I included it. And in the show notes, there’s a link to where I found this data from. Okay, three more. And then I’m going to recap them all for you.

I promise this episode would be short because the sun is shining and we need to go out and play. So the next one, our events. So these are round table discussions and virtual events live virtual events. Those are converting really, really well for lead magnets. The next one is templates. So any sort of a template, a marketing calendar template,

any sort of a template where somebody can make it their own. Those are always great. Again, high value, and you’ve just saved them a ton of time. And then the last one, which isn’t kind of really a lead magnet, but it’s an important way to engage with your audience is having a popup on your website, which is a live chat and in the process,

collecting their information in exchange for giving them an opportunity to chat with you. So we’ve talked about a lot today. We covered the state of lead magnets that they’re changing from these big mega things. Nobody wants our 500 page free book anymore. Now they want high value, short time transformation. And depending on your industry, it’s going to look a little different,

whatever it is you give away as a lead magnet. But here is the most important thing I would love to make sure that we nail into the ground. Your lead magnet is a prerequisite to your signature programs and offers and packages. So don’t just throw anything out there, make sure it’s reverse engineered and it meets prerequisites for what you’re trying to sell. As long as it does that.

Now let’s talk about what’s converting. Number one, customized curated lead magnets, like quizzes and assessments. We talked about number two, entertainment. So quick accomplishments challenges, group interaction. Number three is leveling up their IQ with short juicy videos that make people want, I mean, more number four or audio files, frankly, of any length. They can be dripped out daily.

They can be a long form interview. People are really loving audio right now. Number five are trials, demos and testing of your offer so that they can experience six quick wins in PDF form. Quick, short, juicy PDF wins. But I will said move that to the bottom of the list. We’ve used PDs literally for over 13 years and people are not quick grabbing them anymore,

but if that’s what you need to do, if that’s what aligns, if that’s really the best prerequisite that you can do do it. Seven surveys, state of the industry surveys for those of you guys that are at that level of business. And you’re moving from scale, the amplified five, eight events, virtual events, round table discussions. That’s basically relationships.

People want to hang out and they want to be part of something really special and they want to share their voice nine templates and number 10 are live chats that are done through your website. Wow. Okay. I hope you found that very informative. I’m here to make sure that the work you’re doing because entrepreneurship is really fricking hard work, that the work that you’re doing gets traction your business.

We don’t just want to do stuff because other people are doing it or you saw somebody else doing it. I’m a business strategist. And so my mission literally here on this podcast, we’ve been doing this podcast for almost five years, literally giving away free trainings that other coaches charge thousands for. And the purpose for that is so that every single minute you were doing something in your work,

anything you build, anything, you plan, anything you release, anything you do in your daily activities. All of it is very clearly leading towards a purpose. It is high profit, deep impact lifestyle, freedom for you. And it looks different for everybody, but it starts with mindfully doing things, not just following the herd. And so I really felt like this episode was important to record.

I know it’s a holiday week here in the United States, but we have listeners all over the world and hopefully you’ll tap into this when you have an opportunity. And if you have a lead magnet, that’s not converting. Let’s take a look at it. Join me in clubhouse. I’m always in clubhouse, every single Wednesday at 12 o’clock in the sweet life entrepreneurs club.

And I would love to chat with you about your lead magnet, troubleshoot your lead magnet, and really help you find a good solution. That’s going to attract the right people. Don’t forget. We don’t want all the people. We only want the right people and therefore funneling all those right people in so they can become raving fans of you and your business forever.

Okay, you guys, that’s a wrap. This is episode number 234. Again, all of the show notes can be found by visiting Sweetlife co.com. We have some amazing quick win business coaching programs. Both our sweet life business launch program is coming back out. We’ve just totally updated that program. I’m so excited about it. So if you’re here and you are in the process of launching your coaching and consulting business,

then this is the proven program that has been launching online entrepreneurs since 2008, all across the world. And we would love to have you be part of it. We’d love to link arms with you and get your business off the ground. All of this can be found by visiting Sweetlife co.com and I hope you have an awesome day. Thanks for hanging out.

I’ll talk to you. Bye-bye.

Episode 233: Create Videos People Watch, Engage With, and Buy From – with April Beach and McCall Jones

McCall Jones SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:


Who This Episode is Great For:

Experts who are ready to increase sales with video. 


You’re an expert, and you’re pretty incredible at what you do, but sales from your online videos aren’t exactly reflecting just how amazing you are. This means there’s a disconnect between who you truly are and how you’re showing up on video. Or there could also be some bumpy roads between how you show compassion on video, establishing your authority, or entertaining viewers long enough to stay until the call to action. Does this sound like you? 
No worries my friend! McCall Jones, creator of Charisma Hacking, is here to break down her proven framework to “make strangers trust you and followers become aggressively devoted to you.” 

At the end of this episode you will:

  1. Know the F.A.C.E. Framework and how to apply this to your videos
  2. See the formula to pin-point your own areas of improvement
  3. Solve the disconnect between the great videos you already make, and your lack of sales

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

Need faster business growth?

Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the suede life entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach. Hey everybody. And welcome to episode number 200 in 33, we have a very special treat in store for you today. You’re Going to leave today’s episode with fully knowing how to look at your own videos,

how you’re showing up in video and edit and change anything so that you can create an, a crazy devotion to you where people love you and increase your sales. So we’re going to dive into all of that in just a second with our guest expert today, McCall Jones, before we get started, first of all, welcome if you’ve never listened to this show before I’m April beach,

founder of the Sweetlife company and host here at the sweet life entrepreneurial podcast. Thank you guys so much. I keep forgetting to share back with our audience. I’ve been trying to in the last couple of episodes that you guys have just voted me top 50 moms and podcasting, and I appreciate you so much that never would have happened without you turning in your votes and lifting this show up and lifting me up.

And I appreciate it so much. So I just want to say thank you to you guys. We’ve been producing this show for about four and a half years, and if you’ve been a faithful listener here on the show, you know that the Sweetlife entrepreneurial podcast gives you business trainings from the trenches proven business trainings from decades and decades of proven frameworks systems pass and coaching to bring your business to the next level.

We like to say that this is the podcast that other coaches would charge thousands for the information you hear on this show. And I just want to thank you so much personally, for being a listener. If you are not officially a subscribed yet, please click that subscribe button and take a screenshot and tag me in it. Take a screenshot tag at April beach life.

And so I can know you. I can know who’s listening, and then I want to follow you back and I want to follow your business back, and then we can keep supporting you back on Instagram. So I would love to do that for you as well as if you haven’t connected with us yet. Every single week we host a live Sweetlife entrepreneur pot house podcast room on clubhouse at 12 o’clock Eastern time on Wednesdays.

That is your time to come to me, come to our guests and ask your questions. We want to workshop with you based on the podcast trainings that we drop here on the show. So listen to the show as a drop some Monday, join us live in clubhouse on Wednesday at 12 o’clock Eastern time. And we’re there to workshop with you in order to find us on clubhouse.

All you need to do is search my name. You can search at April beach and then click follow up and click the bell little bell next to it, to turn on notifications. And you will actually also see a schedule of rooms that I’m hosting, and you can even RSVP for those rooms to get a notification on your own calendar, as well as we always post the clubhouse calendar every single week to my Instagram,

which is at April beach life. So lots of places for you to get connected and to get answers and to get support. We’re just not here talking to ourselves. Everything we do here is about giving you proven strategies and giving you support to take your business to the next level. And let’s go ahead and dive in and talk about what we’re talking about on this episode with our amazing,

amazing guests. So who this episode is for first of all, if you don’t know what stage of business you’re in, just stop for a second. We actually have a self-assessment you can take, you can go to sweet life co.com forward slash quiz, and you can take a self-assessment and you can find out exactly what stage or phase of business you’re in as composed as compared,

I should say to my lifestyle entrepreneur roadmap. And the reason why I say that is because every single one of our episodes here on the podcast are tagged to a stage of business, because I don’t want to just give you more content. We want to give you a transformation, but if you’re not ready for what we’re teaching you and talking about on today’s show,

based on where you are in business, then go pick another episode to listen to this. That is, that means that, you know, you, aren’t in alignment with where your business is growing right now. And we want to make sure that you continually stay in alignment. So I say all of that to say that this episode is for those of you who are in phases two,

three or four. So primarily you two and threes, but also some of you fours. So if you don’t know where you are, again, you can pause this and just open up a new window on your phone. Really quick, go to sweet life co.com forward slash quiz, or you can text the word quiz to the number 8 0 5 2 5 4 0 8 8 0. And we will send you a link to take that,

to make sure that what you’re being taught, what we’re pouring out today aligns with something that is going to take your business to the next level, because you’re ready for it. Okay, let’s go ahead and dive in. This show is very important because you’re an expert and you’re probably really pretty incredible at what you do, but sales from your online videos.

Aren’t maybe re exactly reflecting how incredible you are, how great your services are. This means there’s a disconnect between who you are and how you’re showing up a video. Or there could be some bumpy roads between how you show compassion on video, establishing your authority, or maybe making your videos a little bit more entertaining. So that’s what we’re solving today on the show.

And my friend McCall Jones, creator of charisma hacking is here and she is breaking down her proven formula to solve these problems. So let me tell you whom a call is. She’s going to introduce herself a bit. So I’ll just read a little bit here to get you prepared. She’s a founder of charisma, hacky, and a set of business systems built from Hollywood tactics that make audiences notice you then obsess over you and then compulsively buy from you.

And she goes in and she’ll share her whole entertainment story on this show. It’s fascinating. And the connection between her background in entrepreneur growth is this perfect superpower that she has is there. You’re really gonna love today’s show the secrets of charisma hacking success is in its systems and how they adapt to each entrepreneur’s personalities. McCall says we’ve cracked the code on how any entrepreneur can amplify the best parts of themselves to build a rabid fan base,

regardless of whether they are as intense as Gary V nurturing his Bernay brown, energetic as Russell Bronson, or matter of fact is Dave Ramsey with charisma hacking clients have increased YouTube video watch times by up to 242% tripled their revenue, 20 X, their Facebook ad click-through rate, and more than anything else, finally, we’re able to connect with their audience and meaningful way and deliver their message in a way where they responded by being the best versions of themselves.

That’s everything you get today on the show. And it is a little bit longer than most of our episodes. So I just wanted to prepare you for that. You are going to want to stay till the end. I promise you, you are those of you go getters that never leave before the end. You guys are so rad. We love you,

but if you can’t stay too long, make sure you pause the episode and you come back to it. All right, let’s go ahead and dive in and all of the show notes and everything I mentioned previously, and everything that is going to be mentioned on the show can be found by visiting Sweetlife co.com. And this is episode number 233. Let’s go Hey guys,

welcome to episode number 233 here on the sweet left entrepreneur and business podcast. And I am joined by my new good friend. I say new good friends because yes, of course, all my listeners are laughing and be like, oh yeah, I bet you met her on clubhouse. Yes, you’re right. I’ve met McAllen clubhouse. By the way, side note,

if you aren’t over there yet, you need to come over there and chat with us on clubhouse, because this is what it’s all about. Meeting amazing people that can pour into your business that can pour into my business and create these amazing dream teams, a business collaborations that bring us all to the next level. And I have had such a great time the last five months getting to know my friend McCall Jones.

And I’m so excited. She’s here on the show today. So I’m so proud of be April. Yeah, guys, you got to get over to clubhouse is the place to be. We’re just making all new friends kind of hang out with us. Kim, hang out with us with that being said, one of the things that we know about clubhouses is it’s a great place to establish your superpower,

your true superpower for how you get people results and your exact method and strategy. And you have risen to the top. It’s like the best rise to the top and clubhouse because of your very niche, amazingly charismatic, important like important superpower. So tell everybody who you are, what you do and how you got into doing what you do first. Let’s start there.

Yeah, of course. So I own a company called charisma hacking. So with charisma hacking, we work with coaches to solve two problems in their business. Number one, people aren’t watching my videos and number two, people are watching my videos, but they are not buying. So we tap into your specific personality to make sure that you are being yourself so that you get higher value customers that stay forever.

The way that I got into charisma have you, I’ll give you the short version. It’s a long story, but I grew up actually as a child performer. So I was performing in front of audiences of 25,000 when I was eight and 35,000 when I was 11. And I was performing on a very consistent basis, did a couple of movies in high school.

I was in high school musical two a, which was really fun. But the whole time I have this incredible performance anxiety, that was pretty crippling. All of my worth in my mind was wrapped up in the fact that I was a performer and I had this recurring nightmare. That one day I would wake up and not be able to sing, not be able to act,

not be able to perform and that nobody would love me anymore. And this nightmare started when I was a really little girl and it led me to, you know, long story short, it led me to creating these frameworks back then I called them checklists so that I could wake up and feel like I could teach myself how to do what I did the night before.

I also started paying attention to what audiences paid attention to and what they cheered for louder, things like that. It all started with Donnie. Ozmen, it’s a long story, but basically I was watching him perform. He saying right before me at the Steve young benefit retirement cruise. And when I was having this panic attack backstage, basically I saw the audience interact with him in a way that I had never seen before.

And I snuck over to the side of this room divider that they used as this backstage area. And I honestly got really envious and really jealous. And I thought to myself, I could do exactly what he’s doing. And I started to make a checklist of like, oh, what he’s doing with his hands, what he’s doing with his space, what he’s doing with his voice,

who is he pointing at? How is he walking on the stage? And I started to log these things into this checklist. And then I realized that these checklists were going to lower my anxiety considerably. And I just made checklist for everything. After that, I realized that it’s more of a science and it led to creating checklists for acting, for dance for all different types of audiences and sizes.

I used it for auditions. And then when I was 18, I was fired from an acting job for being too fat. They literally dismissed me from set because I had been wait between the audition and when we were actually filming, which it isn’t their right to do that. But it was very devastating to me. All of a sudden this fear of rejection became just rejection.

And in that moment I vowed to never get on camera. Again. I knew that I never wanted to do that again. I, I didn’t want to feel the way that I was feeling in that moment. So I didn’t, and I stayed low for a couple of years. Then the really depressing thing about that. I went into this very deep depression.

I had spent my whole life at this point, perfecting the art of being in front of people really perfecting it of, you know, all of these checklists of like, this works, this doesn’t in front of these audiences. You move this large and in front of these audiences, here’s what you’re supposed to do. And you know, an auditions. And then I wasn’t using the skills that I built over,

you know, my entire life. And within a couple of years I had somebody come to me and asked me if I would help then with an audition. And I said, yes, under very strict circumstances, because I didn’t want to be the reason they succeeded or failed. And I told her that I would help her as long as we did it before after video.

And if I could prove that I made a difference, then yes, we could do it again. I could take her money and we can move forward that way. And I just taught her some of the checklists that I had really never verbalized out or verbalized yet outside of, of my brain. And it worked in a very real way. The before after video was insane,

which led to my whole first business, which was helping entertainers basically be better in front of people. And then about a year and a half ago now I went to funnel hacking live, which is a big internet marketing convention. And I just went to see my sister-in-law speak. She was speaking. I knew it was big deal for her, but I knew nothing about the internet marketing world.

And as I looked around, I started taking notes of all these entrepreneurs that when they would come up to me, they would light up and share all of their solutions and the amazing things they were doing. And then we’d go five feet, you know, to the left or to the right. And they would be networking with other people and they would shut down and it would be a completely different person.

And then I’d see them filming things for ads or joint ventures or logs. And they were just not great. They were not themselves. And I realized that nobody would ever hear their solutions. Nobody would ever listened to them. People on stage that I was just like, oh my gosh, they just had these techniques. I could help them. And as I looked around,

I realized, you know, with entertainers my whole life, I had gone through, you know, the, that I’m going to change the world first as a performer was, I’m going to make people happy. Then as a coach of entertainers, I’m going to change the world by basically trying to help people be famous. And then as I sat there surrounded by people who had these incredible solutions that truly were going to change people’s lives.

I realized that my impact on the world could be infinite because theirs was, if I empowered them to make people, listen to them, basically. So Prisma hacking it’s been going really well. And it’s really fun. All of the techniques that we use, like I said, have been proven. I’ve used them since I was eight years old. I have hundreds of before after videos proving their effectiveness.

Yeah. That’s what brought us here. That’s I really, I don’t think I could do anything else. This is so much a part of my identity and everything that had been since I was a little girl. Wow. I have honestly, never heard that whole entire story. I never knew that that was your background actually in all the time we spent together on clubhouse.

It’s really interesting what you say. So I don’t know if you knew this, but my middle son is a professional hip hop dancer. And so we have lived in Los Angeles before COVID a week, a month. He was there working. And interestingly enough, since COVID, and since he’s kind of not currently dancing right now, but in some of them,

some of the, the wave that you were sharing, like about viewing yourself and how you show up. I see some of that. I’ve seen some of that in him and some of those same challenges actually. And so it is really, really fascinating to hear that. And just being like a mom in that industry, there is nothing like that industry.

And how cool is that that absolutely a completely, perfectly positioned you to help other kinds of stars, people that have amazing solutions for businesses, but actually utilize what you know, from the entertainment space, because it’s like, what does that reminded me of gladiator of Russell Crowe when he’s like, are you not entertained? You know what I mean? I just think that’s such an amazing story and absolutely you’re the perfect person to give this solution to people.

And you know, me being in the entrepreneur space, my whole life you’re right. I see so many people that have these amazing solutions, but yet it’s not getting out. There’s like a block of some kind and you have the gift to see that. So I’m so excited. You’re on the show today. We’re going to talk about your framework that you’ve developed,

literally, since you were eight, this genius started following your framework that people need. And when we give people frameworks to build their own genius within that’s when we truly created something, that’s amazing. That’s going to, like you said, your one framework impacts literally a magnitude and a multitude of people. Let’s talk about what does this look like? Like,

first of all, when people say, what is actual charisma hacking? Like what actually is the definition of charisma hacking? Let’s start there. Absolutely. So I defined charisma a little bit different and I will tell you why. The first thing that I feel like people define charisma as is like what the masses consider high energy. And they’re like, oh,

they can command a room because they’re this very specific personality type. I do not define charisma that way with all the research that I’ve done with all the clients that I’ve worked with. And with my own experience, I defined charisma as making strangers trust you and making those who know you aggressively devoted to you, that does not matter. And it’s not dependent on your personality type.

It only matters the level in which you communicate with people. So for me, you know, it’s exactly what you said with the entertainment industry. Everything is about rejection. You get so many more rejections than you actually get jobs, really. And you know, people who like you or dislike you and people are picking apart every single part of your personality.

And for me, you know, growing up a lot of times, people wanted me to be something different. And because I was an actress, I could do that. I had a very specific skillset that any time somebody didn’t like a very specific part of my personality, I would change. And a lot of times they wanted me to be sexier or I was called step Ferdie.

Once some people have told me that because I am bubbly, they thought I was stupid. Like, there’s so many different things that kind of built up this, what people want me to be, which I know a lot of times that’s how people define charisma. They say, what do people want me to be? What do they need me to be?

And I will be that when I started charisma hacking, you know, remember I made this vow to myself that I would never get on camera again. And at funnel hacking live, I had this really interesting experience where the whole first day that I was planning, you know, creating this new business model, I was trying to figure out a way for me to do it behind the scenes.

Cause without whole first business, I was, I was very much behind the scenes. I was pushing other people, you know, out in front of the spotlight on the stage on camera. I was the director, the producer, and I felt like I was happy and satisfied with that. So that’s what I tried to do the whole first day. I tried to figure out a way to not be on camera,

to not be the face of my business. And I very quickly realized that that was not possible if I wanted to make the impact that I wanted to. And there was a wonderful woman who spoke at funnel hacking librarians, Heather Quizzle, she’s a friend of ours now. And I went up to compliment her on her speech and she stopped me and said,

what do you do? And I tried on my new business title and my new business description. And she just told me it was like, she saw through me. She’s like, whatever you do, make sure the face of it, make sure that you are on every video, on every ad on everything. And it really struck me. I was like,

oh my gosh, I’m being seen. So when I got home, I had to make this promise to myself that I made all of my clients also promise themselves that they have to be themselves 100% of the time. They cannot try to think, Hey, if I’m going to be charismatic, I need to be whatever people want me to be. Whatever people think I should be,

whatever will attract the masses or satisfy the masses, whatever they will. Like. Instead we focus on this aggressive devote. And like I said before, that actually draws people to your specific personality. I will tell you, I am not for everyone. And a lot of people will tell you that, right? I am cooky and crazy and silly and all these.

And I wasn’t that for a really long time. And my greatest achievement, I believe with charisma hacking is building a business around actually who I am. Because every time people watch my videos, every time they move higher in my programs or up my value ladder, they only want to get to know me more or at the very bottom. They know if I’m not for them and they leave don’t waste any time,

I don’t spend any money marketing towards people who are not a good fit. So with this, when we put it okay, charisma hacking, right? We make people themselves and we make them not only themselves, but that version of themselves, that level of themselves is the very best person they can be in their business and for their clients. So when I said like,

I didn’t want to be the face of my company or led me to taking all of these amazing things, all of these things and really breaking down what was important, how do we make you yourself? Because the frightening thing is you absolutely can build an audience if you are not being yourself. And that should terrify you because all of a sudden you’re creating a new problem.

You are building an audience for a person who does not exist. If you create an alter ego and a character that you feel we’ll help you be less nervous and you just no put on your Sasha fierce face and you go on camera, you are building an audience for that person. They are investing in that version of you. That is not sustainable. You can build an audience that way,

but you will spend time and money acquiring an audience, acquiring a customer that is not a good fit for any of your higher programs, especially as a coach, because the closer they get to you, the more they will realize. First, you create distrust. You create a sense of discomfort because they realize you’re not the same person and they leave, right.

So instead we say, okay, you’re going to be the face of your company. You’re going to be the same 100% of the time so that we can create trust and we can make them aggressively devoted to you by being the face of your company. So I know we have a big face framework that we’re going to go through too, but that’s the core Prismic mapping.

And that’s a scary statement to hear for some of our listeners. And I am so glad that you said that the fact that you are literally building an audience around somebody that doesn’t exist, because it isn’t you and you aren’t showing up authentically to who you are and who you’re going to be after they buy you and, you know, refunds and, you know,

disgruntled people. I mean, that’s all part of what happens in that. And so it’s so important that you said what you said, but I also think it’s pretty sobering in the fact that you said it as clearly as you did. And so I also know that, you know, we have a lot of listeners and with the process of where they are in business,

when you are starting to launch, I actually think that in my experience, in coaching businesses, through the development and growth phase, the launch people, surprisingly, they, yes, they deal with kind of struggling with this so much. They actually are pretty good at being themselves. It’s after they start getting a little traction, I have seen them go to this next point of saying,

oh, but I’m not enough. Oh, now I need to become somebody different in order to actually keep getting a little bit more attraction. This is usually like in the first 18 months, sometimes I see that transition. And so I love that you said that because eventually that’s going to be a brick wall for them. And thank you so much for speaking the truth.

And that’s what we do here on this show. And I know our listeners really want and need to hear it. So let’s talk about this face framework. What is it, why do people need it, break it down for us? Absolutely. So with the space framework, what we are really assessing is two things. So it’s your personality style or type,

or your charisma style or type that’s one side of it. And the second side of it is the level, right? So the first thing that we establish is making sure that your personality type is right, or we can even say is true, right? And I’ll break down the different parts of your personality that we make sure that we assess the second part of that.

It never changes your personality or charisma type never changes, but the level does as you get more competent or more, you know, at an expert level on video, these very specific things are going to level up, but who you are and your personality type doesn’t change them up super important. So we go through F a C E so F is the floor,

or we can save a level. We can call it the Flavell level if you want. Right. And this is where we assess how competent you are or how effective you are at making sure these next three, the AC and E are the right type and what level they’re at. So Fs floor. So we’re going to assess the level a is authority.

C is and E is entertainment. So with all of our research that we’ve done, you know, not only over the last year and a half, but obviously for the last, you know, 20 years, I have found that you have to have these three things in order to fully connect with a human. Now everybody has them within their personality. So it’s really important that on-camera,

we make sure that all three of these things are present in very specific times. So authority makes people act, it makes people buy. And I’ll tell you how we measure that in just a second. Compassion makes people confess. It makes you safe. It makes them engage in the comments. And I’ll tell you how we measure that. And then entertainment makes people watch,

right? So with each one of these things, we have a way to measure, not how you are in person, right? What we’re saying is we have to make sure how you are in person when you are with your very favorite person in the world is the exact same person. We call this emotional accuracy as you are on camera. So we look at these very specific types of your personality or parts of your personality.

So authority would be like, when you’re in charge of something, when you are in your element, teaching something, how do you act when you are with your very favorite person? We have very specific ways. We measure that with compassion. It’s when you’re being empathetic with people, when you are counseling them, when they come to about hard things or when you’re being vulnerable,

how are you sounding? Right. Voice face, body language, right? How do you sound? How do you move? How do you speak when you are actually doing those things with your favorite person in real life? And that entertainment is when you are goofing off, when you are being lighthearted, all those different things. Now, each one of these things are going to look very different for different people.

Some people’s authority is based in strength and empowering, and it can even feel a little bit aggressive. Some people’s authority is very much based in patients and making sure that people know that they know what they’re talking about by being very patient with them, right? Compassion, same thing. Some people are like, Hey, I’m gonna kick you in the butt.

Like we got to go. This is how I’m being compassionate. And other people are deep listeners. And they want people to feel very seen entertainment. Some people are dry, some people are bubbly. Some people are, you know, the kid in the back, coroner making jokes under his breath, right? There are different types of all of these different things.

So making sure that you assess how you are when you’re with your very favorite person, once again, I’ll give you the ways to measure these. You say, how is my voice? Right? The most common thing that I see with my clients is when they’re on video with me and they’ll be like, oh my gosh, I’m so excited. This is so great.

And then they get on video when we’re filming now. Like I am so excited to be here. And I’m like, okay, well, if your voice like this, we’re actually excited. And then you sound like this. When you’re on camera, when you’re excited, it’s not emotionally accurate. Right? A lot of people say the word authentic. I don’t actually like to use the word authentic for this very specific reason.

I like systems. I like to measure. I like to be measurable and repeatable. And authenticity is just a little bit vague. Right? I know what they mean. And I, I think that that’s fantastic, but emotional accuracy with exactly what I just did with my voice, we can say, is it accurate? Or is it not? Is that actually how you sound move speed when you’re excited,

when you’re being compassionate, when you’re being authoritative or not. Right? So we dive into all these different things. So now with the level, so once we find the type, once we find your specific personality type, then we assess the level. And as you go up in level, you are able to retain attention more. Your watch times go up.

That’s the entertainment part. You are able to know pain points, objections, and get more comments and engagement because your compassion is higher and you are able to move people to action in very real ways, any call to action that you give them, whether it’s by opt in, watch the next video. If it’s in a course, it’s very effective. And people do what you basically tell them to do,

right? So we have your type and then we start moving up your level. So within the authority, I’ll give you this. And then I’ll tell you a quick story. So within authority, we have five different levels. Only the top three, make you any money. The bottom two do not. The very bottom level of authority is the level of authority where,

okay, have you guys ever watched somebody and thought they have no idea what they’re talking? Right? You watch them in your life, their stuff, or associate my business with them. It would do bad things to my business. It would not be a good idea, right? Yes. Bottom level of authority. The next level is the most interesting level because it still does not make you money,

but this person is very likable. You watch their stuff, you share their stuff. You like route them on from the side, but you would never pay them money if you will watch them. But you’re like, oh my gosh, they’re making their dreams come true. This is so great. I would never hire them as a coach, but I would totally,

you root for them, right? I’ll share their stuff. This is great, right? Still doesn’t make you money. You can be the most likable person in the world have the most views in the world. But if you’re missing that authority, you still aren’t making any money. The next level up from there is employee authority. What this means, we’re basically saying how much control will somebody give you of their business?

Right? So with employee authority, somebody would give you a checklist. They would feel, and a lot of coaching clients, guys, if you are a coach and you get clients that feel like they will give you the checklist of what you’re going to do, you have employee level authority. Even if you can get them to bring you money. At first,

it is not a good client for you, right? Because they feel if they gave you a checklist of exactly what to do, you would be competent to accomplish it. The next one is contractor level authority. This is the good, because of the glides who feel like every single thing you do is up for discussion and that they can decide which actions they want to take.

And not because with contractor level authority, they trust you in one very specific area, but they don’t trust you with steps. They don’t trust you with direction. These are things like funnel builders, where we say, okay, you know, I am in charge, but I trust that you have expertise in building this funnel. But every single thing we do is up for discussion.

And in the very top level of authority is coach level authority. When you get to this level of authority, not only will people pay you and see you as a coach, but when you get coaching clients, you have been given control. They do what you say. They trust your expertise in your area. It’s something where you can give them steps and direction.

And they are ideal clients. They pay you money. And then they thank you for taking their money because you have this level of authority. They don’t question that, which is really great. So with all these things, like I said, I have not said anything about some personality types have more authority than others, right? Every single personality type, regardless if you’re introverted,

extroverted, loud, quiet, whatever, right. Every single personality type goes through these levels. Right. And the way that we measure, if you’re being effective in this is do people move to action, right? Do they buy, or do they opt in or whatever your call to action is at the end of your video, if they don’t, you know,

your authority is probably down in the second from bottom level, right. They probably like you, if they’re engaging with you and be like, oh my gosh, I’m being myself. Right. But they do not see the authority enough to buy from you. Go ahead. Given you so much. So yes, obviously so much to say, I’m sure our listeners are like,

oh my gosh, okay. I’m like, I’m not taking notes by the way, side note, Macola and I are always co moderating clubhouse rooms. So just join us in a clubhouse room and, and McCall, and even expand on this for you personally as well. So this is really interesting as you were breaking it out. One of the things that I,

from like the offer development side of it that I see as I see like level three and four, for those businesses that do like the done for you or the done with you type services, which is interesting because some coaches obviously also have another separate of their division of their company that is like the build-out or, you know, whatever that is the done for you.

But one of the things that I coach my clients on is you’re not the person that does that. You’re the coach. Like you have to have a separate team to do that, that works with that client to actually implement that. That is a way to grow and scale your business. But I’ve never clearly, I like the way I’m communicating it has gotten through,

but the way you communicated, even now, I’ll be able to say yes, because that’s a different level of authority in taking your coach authority and bringing it back down to the contractor or that employee authority is actually reducing your expertise and bringing you down a scale after they have paid you top dollar or whatever it is that you do. And so, as you were saying,

all of that, that’s immediately. What I was thinking is these entrepreneurs that are listening to this show, small businesses that are listening to this show that have the coaching authority, but also this separate, oh, I’ll do it with you or I’ll do it for you after I coach you and strategize how to do that. It’s a great business model. It’s a great way to scale and grow your business.

Like we even have a separate design division of our company, but I don’t do it. And so it’s just really interesting that you were saying that. So getting back to these coaches though, what do they do? McCall, if they are like, oh my gosh, I think I’m at this. I’m looking at my notes here. And like millions of McCall notes behind the scenes and with a pencil because my children steal all my pens.

It’s all we have left in the house and you know, like, what is the deal? If they’re like, oh my gosh, I met this employee level. I’m not showing up with confidence. How do you get them from where they are now to that level five that I have the authority here. I know what I’m doing. You know, me,

I’m like, I have a framework. Everybody has to have their own framework or method. How do we help them? Absolutely. Such a good question. So the very first thing that everybody needs to do is they need to make sure that their type is correct. Right. So you can be very competent. And if you’re trying to, you know,

I don’t know how many of your listeners know who Garrett J white is, but if Garrett J white and Russell Brunson, right? These are two internet marketers in the online space. If Garrett J white and Russell Brunson, or let’s say Tony Robbins and Bernay brown, or Marie Forleo, if they tried to use the same tactics, they would work for one of them.

And they would not work for the other one of them because they’re very different people, right? So if you look at Marie Forleo, the way that she entertains is very authentic to her, right? He uses her voice kind of like this, and she’s kind of spilling all over the place with Bernay brown. If Bernay brown, tried would be Marie Forleo,

it would be a disaster. And Renee brown people would be like, I don’t buy it. I don’t buy, it would not only like lower her entertainment level, but it would also lower her authority level. Right? The first thing that people can sense is just a yes or a no, they just say is something off here, right? Is something off.

So the first thing that you want to make sure that you do is we’re going to find emotional accuracy in all three of these areas. I’m going to give you a very specific thing that you can do in order to do that. Because being emotionally accurate first, then you can actually be likable, right? As soon as you’re likable, we can start to increase your authority with very specific things as well.

So the first thing that you’re going to do, I’m going to tell you a very quick story. That’s going to make sense of how to do this. So we’re looking for emotional accuracy. So when I was a voice teacher, voice acting performance teacher, I had this wonderful nine-year-old student named Beck. He was incredible, was like a bounce off the wall,

kind of spastic kid who seriously, it was one of my very favorite humans ever. And I had taught him singing lessons, voice lessons for the last six months. But this was the first time he wanted to try acting. It was big audition coming up. It was this all male version of Annie, which was really interesting. And he had a three line audition.

He had a script that gave him three lines and a description of how to say it. And he memorized his script because he was a go getter. And remember, my whole first business was before or after videos. So he comes down to my studio and he’s all ready to go. And I’m taught him singing any hard to get him to stand still.

Right. And I read this description. I like, he hands me the script. I read this description. It just says very excited, basically excited out of his mind, there’s boats in the Harbor. He’s never seen boats and it’s, it’s supposed to be really exciting for him. And I was like, oh my gosh, he’s going to nail.

This is going to be thing. So I’m like, okay, back, we’re going to do your before video. Are you ready? He’s like, yeah, I’m totally ready. And you kind of see him, like looking off to the side to recall his script, that he’s memorized. These three lines. I was like, okay, ready? Action.

And he goes, the boats, mama, you were holding me up to see the boats. And they were right there. I was like, yeah. Okay, cut. Let me kind of like bounce around. He’s like how’d I do all day. Well, I was like this time. I just want you to be excited about the boat. Right.

We just need to be excited about the boats. Oh yeah. Okay. Okay. Okay. I’m like, okay, ready? Action. He’s like the boat’s mama. You were holding me up to see the boats and they were right there. I was like, okay, let’s try something different. So Becca wants you to tell me about your very favorite thing in the entire world.

My puppy snickerdoodle it was the best puppy in the world. When you tell her to sit, she sits. And when you tell her to stay, she stayed. I was like, okay, here’s what we’re going to do. I want you to talk about snickerdoodle. We want to be just as excited as we are when we talk about snickerdoodle. But instead of saying snickerdoodle we are going to talk about the boats.

You understand? He was like, oh yeah, totally. I was like, okay, ready? Action. Just like the bumps, mommy girl, you have to see the bumps. And I can see the bright there. And what I understood in this moment with this wonderful nine-year-old is he didn’t have any emotional context for his copy. He had memorized it,

which for a lot of people, if they have something memorized or scripted, they feel like they are doing it well, when instead that accuracy was not there, he knew need to have something in his life that was emotionally accurate for the emotion he was supposed to be on camera. And then he just had to make the match. Right? Coolest thing.

I’ve had people when I’ve done this in trainings before say, well, what if I’m not like that? What if I’m not bouncing off the walls? Right? What if my snickerdoodle story? Cause this is what we call them. Sounded like the boats, mama, you were holding me up to see the boats. I can see them right there. That’s perfect.

Right? Because then the way he talked about snickerdoodle will be, you know, my puppy snickerdoodle, Snickerdoodles coolest. As long as it’s emotionally accurate, it’s effective. Doesn’t matter what personality type. It just has to be accurate, has to be emotionally accurate. So with which one of these things we want to create or have snickerdoodle stories for authority, compassion,

and entertainment, right? These are going to be, our triggers are trigger snickerdoodle stories. So when you are authority, when you’re in charge, when you’re in your element at home, right. With your friends, when you’re giving advice and you’re making sure that they’re moving to act in the way that you tell them, right. As a parent, whatever,

as a teacher, right? In person, what are you like when you are doing these things? Things, how do you sound? Next voice was different. It was from the boats, mama snickerdoodle to the boats, mama. Right? Don’t let that happen. If it’s snickerdoodle, then it needs to be the boats. Right? How do you move when these things are happening?

What do you do with your arms? What do you, how do you speak if you use very formal language online, but you will never use that in person. It is not going to translate very well. Right? So you need snickerdoodle stories for all three of these things. Once you find your personality type, you also can start to charisma that other people who have the same personality type in one of these areas,

but a higher level than you, right? Easiest way to do this, find somebody who you feel you can. I can see yourself in and pay attention to how they communicate with people, pay attention to what’s effective, take notes, see what they’re doing with their voice, with their face, with their language body, right. You can say, oh,

I like this person. They are like me authoritatively, but there’s so much more effective. Okay. I’m going to, I’m going to charisma, hack those things. I’m going to write them down. And I’m gonna use that. If it’s somebody who has a different personality type than you, like I said, Renee brown can not be Marie Forleo. If they tried to be something different,

it would be a disaster. Right? So find your personality type. First with authority, we have content strategy and we have charisma strategy, right? Making sure that we have emotional accuracy. And second it’s making sure that you’re hitting very specific things in your content that lead them to buy before you ever to what all of my clients called the pitch transition.

If you’re doing it right there, shouldn’t be a transition, right? The entire time you’re pitching or telling a story, you’re establishing your authority in a very specific way so that people ask people, ask for your programs. So when you get to the call to action, it is so easy. All of a sudden they just buy. They just buy from you because you have highlighted their pain in very specific ways.

You’ve highlighted your solution in very specific ways, right? The way that you deliver it and the content that you bring to the table, the way that you structure your own frameworks that I know April has helped you with. Cause she’s a genius. That’s what I would say. That’s where I would start. Oh my gosh, the sneaker, everybody needs a,

here’s my notes. This is what I wrote down. That we all need a snicker doodle story for each one of these areas, authority, compassion, and entertainment. So, okay. Next question. So when we are speaking in authority, when we’re speaking in compassion, when we’re speaking with the entertainment component, I know it all comes together into one video.

What if those different stories bring up like another part of our personality? Does that make sense? Like what if like when you’re talking, like some of this is like, this is really serious and blah, blah, blah. But then it goes into my, but like, does that make sense? Am I making sense? Like if part of when somebody is on video,

if the flow of the stories brings them through experiencing multiple, I don’t want to say multiple personalities. Cause that’s not the right word, but multiple emotions from me or whoever’s making the video. What about that? Like we’re taking them through a wave of different types of experiences through that. Is that okay or not? Okay. So you’re a genius because that’s what we call emotional mapping.

That is 100% of thing that we do in everything. So with very short videos, usually you will have one snickerdoodle story, right? Very short videos. You have one emotional point that needs to get across. That is one, but with longer form content, right? We have what we call an emotional map with every single part of your speech, of your life,

of your webinar, of your ad, whatever it is, right. If it’s long form video, then you are going to map out the different emotions that people need to feel. And then if you have a script you’re going to color coordinate it, right? You’re going to color code it. If you have bullet points, you’ll color code those, right?

So you’ll have a color for entertainment. You’ll have a color for authority. You’ll have a color for compassion. Now, every single video doesn’t have to hit all three, but your audience has to see all three in order to fully connect with you. A lot of times, compassion isn’t introduced into every single video, right? Deep compassion, vulnerability. Sometimes you don’t see that in an ad,

right? You only see entertainment and you only see authority, right? A lot of times when we get to sales calls, because those are also on video, compassion is extra high. You need people to confess their pain to you in very specific ways. So that compassion piece needs to be higher. So as you map out your video and you map out these snickerdoodle stories,

you’re going to emotionally map it at which points do they need to make sure that they are feeling very specific things. Now, what I have my clients do is write out, post it notes and just stick them to your computer with those snickerdoodle story triggers in them. So when you get to those stories, you can look at your trigger and you can say,

oh right, that’s the emotionally accurate thing. The other thing I would say is before every single video, we call it a cold open versus a warm open. You have to make sure that you get into that snickerdoodle story that you get emotionally accurate before you ever push record. The analogy that I like to use is imagine you were an Olympic sprinter and you decided,

right. You’re like I got this or you were nervous and you had a 400 rates, right? Four times around the track. And you decided that because you got it or because you were nervous, you were not going to warm up. The first lap of your race would be your warmup, right? Either your warmup is chosen for you or you choose your warmup,

right? So you would hit your stride after that first lap, after you’ve warmed up. Same thing with video. So many people push record. And then they’re like, well, five minutes into the video, I really get to be myself or like eight minutes into the video. All of a sudden I hit my stride. It’s because you are not in an emotionally accurate place before you hit record.

Instead you push record. And then you’re like, hello everybody. I’m going to try to do this right. 30 to 45 seconds before your video starts, before you push record, before you start a clubhouse room, before you start your podcast, before you start whatever, speak out loud, your snickerdoodle story. But we turn it into an I M phrase,

if your snickerdoodle story is all about, okay. Yeah, my entertainment, oh, that is silly. Right? Then you say, I am silly. I am silly. Right? Whatever this snickerdoodle story puts you in the frame of mind to write voice-based body language, right? You say, I am silly. I am silly until you get to the point where it is emotionally accurate and say other things out loud as well.

If it’s authoritative and you’re like, I am empowering. I am empowering. So then when you start your video, you’re not like, hi guys, I’m here. You’re like, hi guys. I’m here. And here’s what I’m going to do. I’m an emotionally accurate person. Who’s being authoritative right now. Instead of having to warm up, having that time and losing people at the beginning of your videos.

So you have a snickerdoodle story for each one of them. You map out those points. If it’s a long form video. And before you ever start those videos, you warm up, you do a warm, open 30 to 45 seconds before you get in that emotionally accurate place that we practiced with those snickerdoodle stories. So that it’s effective from the time you push record.

Amazing. You guys, this is so much more McCall, just poured so much more into us. And we discussed before we started recording that she was going to talk about on this show. So as usual you have shown up and delivered and supported our listeners and you are freaking amazing. It’s just, it’s super unique in what you do. And I love that you have found your stride and your super power that is so different from everybody else’s out there.

And it’s such a pleasure to work with you and to know you and do fun collaboration stuff with you. It’s just, it’s just always a blast. And I appreciate you so much. So this is ton of great information, and I know our listeners are going to go and really start applying the actionable steps that we talked about here. But like we have tomorrow’s next level entrepreneurs to listen to this show.

People hone in here because they want to know that they’re getting trusted business advice, not just anything it’s really proven and trusted by us. And so we also have people that are action takers here, where they know if this is something that you guys know that you suck at this, that this is something that it is like, this has been it everywhere else in your business.

You might be nailing or maybe you’re even not there, but you keep trying and trying and trying. And there’s just something off about the way you’re showing up. Then I want them to make sure that you guys know how to connect with McCall. In addition to our clubhouse rooms, in addition to the places where I would highly, highly recommend that you follow McCall and clubhouse,

and that you do join our rooms, because we talk about these things, she’s goes in there and workshops it, all these things and helps. But like what would be the first step for somebody who is thinking, Hey, listen, I am really struggling with showing up authentically. I have tried. I want to be myself. I want to be true to myself.

It’s deep rooted. I really want to be what I know that I am to my people, but I can’t figure out how, how do they work with you to start going through that process? Yes. The first thing that I want to be very clear on is most of my clients. So yes, absolutely showing up authentically. We work on that,

but a lot of my clients feel like they rock on video, but their sales are not great. Right? They’re like, I am very likable. I am myself, but I am not selling right. Or they are rock stars. 90% of my clients speak in front of audiences of hundreds, of thousands of people in person. But for some reason can’t sell on video,

right. Something doesn’t translate. So the way that you guys can work with me. I know that April’s going to put all of the links in the show notes that you guys can check out all the things, but I felt like the very best thing that you can do. I have a free thing for you. It’s charisma vault.com on charisma vault.com. I break down five days a week on Facebook live,

and then I put them into this vault different personalities using my charisma hacking tactics. So you can see people of all different personalities, all different levels broken down using these tactics so that you can find those people who have the same type of different levels@charismavault.com. When you sign up, you get an email that literally says, be my friend. And if you want to work with me,

you book a call. When that comes through to be my friend and we can bond and you can hire me as a coach and do all the things you also will get the free thing. No, you signed up, you get access to every single episode. There was like 120 episodes in there separated by different people, different personality types, different video types,

whether you’re wanting to do ads, whether you’re wanting to do Facebook lives, YouTube webinars, live presentations on stage. Any of those things, they’re all broken into different categories and really, really easy to find. Wow. Thank you so much for sharing that. That is incredible. Charisma, vault.com. You guys. All right, Ms. McCall, we really appreciate you.

Thank you so much for your wisdom and pouring into our guests today on the show. Super pleasure. Hey guys, such a great episode. I love that McCall was here and she spent so much time with us today. Again, all the show notes and everything we talked about can be found by visiting sweet life co.com clicking on podcast. And this is episode number 233.

Thank you so much for hanging out with us. Please take a screenshot of this episode, tag me at April beach life and tag McCall Jones in it. And let us know your favorite part of this episode and how you’re going to apply her charisma hacking formula. I can tell you right now, I literally have two pages of notes from everything we talked about and I get to hang out with a McCall all the time.

And I learned so much on today’s show and I really trust that you did as well. Thank you so much for tuning in here on this sweet life entrepreneur podcast and sharing this episode with your friends. We really, really Appreciate you. You guys have an awesome week and I will talk to you again.

Episode 231: Getting Over The Fear of Hiring – with April Beach and Theresa Loe

Theresa Loe SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Join us live in Clubhouse and bring Theresa your questions! 
June 16, 2021 12:00 ET
Follow the SweetLife Entrepreneurs™ Club to get the notification and exclusive room access 

Who This Episode is Great For:

This is a great show for entrepreneurs and who are ready to grow to the next level.


You know you need help. You’ve been doing most of the work in your business and it’s time to move your valuable time to the CEO role. To do so, you need a team, or at least one person to begin your delegation process. But you haven’t moved to take action for a variety of reasons but they primarily all come down to mindset. And, you’re probably thinking one of these thoughts: 
“I can’t afford to hire help.”
“I’m uncertain of which role to hire first” 
“I don’t have systems in place yet to delegate to someone else”
If you’re thinking one of these things, you’re not alone. You should already know these are very common issues for many leaders… or we would not dedicate a whole show to discuss it. You’re in good company, but let’s get you into the right company with next level leaders who know how to manage their high-value time, delegate tasks to others, and give you the steps to find the right people to bring on board. 
In this show, Theresa Loe, founder of streamlinedandscaled.com, talks you through proven solutions to overcome hiring hurdles so we can take your business from 6 to 7 figures. 

At the end of this episode you will:

  1. Know the most important mind shift you must make – and by doing so, everything falls into place
  2. Know how to hire the right person, not just any person with a skills

Resources Mentioned:


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Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate Friends. Thanks for tuning. In this episode, you are listening to this sweet life entrepreneur and business podcast. As my friend, Alexa, so beautifully introduced in our intro for this show. I’m April beach,

the host here on the sweet life podcast. And thank you so much for being listeners big announcement. I can’t believe I’ve been forgetting to tell you guys this for the last, actually couple of weeks on the show, I was just named one of the top 50 moms in podcasting. And I just want to say, thank you so much to all of you guys,

because you are the ones that made that happen. So many of you voted so many of you voted for me and voted for this show. And I just wanted to say, thank you so much. I appreciate you guys so very much for being honored out of all the moms to be in the top 50 in podcasting, you know, this isn’t a moms podcast,

but having somebody recognize that it is hard to be a mom and run the businesses that we do and produce a show, especially for so many years consistently. I just want to share that with you guys and share with you. It’s all because of you. And I just thank you so very much. So just had to take a moment to appreciate all of the listeners here on the show.

This is episode number 231, as I said, and today’s guest is somebody who’s going to really help you get over the issues that may be in your way from scaling and growing your business to the next level. Today, we are talking about getting over your fear of hiring people. So first of all, let’s talk about why the heck this is a fear.

What is the deal? What is the matter with us? Here’s the issue as an entrepreneur, we have amazing ideas in our mind. And I’m saying, we, because this is definitely me. You guys, I have struggled with management over the years. It’s not my strength. I have had to work very hard to learn, to become a better leader and manager and delegator.

And so we have all these ideas in our head and we think it’s so much easier. It’s so much faster if we just do it ourselves, but I’m going to tell you that. And I learned this the hard way your business is not going to get to the next level until you know how to create systems delegate. And most importantly, find the right people find the right people.

You know, you need help. You have probably been doing most of the work in your business, and it’s definitely time to move your value time. Your dollar, your time is high is worth higher dollar, and we need to move you to that CEO role and to do so. You need a team or at least one person to begin your delegation process.

But if you haven’t moved yourself out of a mindset blockages to the place of taking action for a variety of different reasons and you know, that it’s time to do so then this particular episode is definitely one that you want to hang out and listen to. You might be saying things to yourself, like I can’t afford to hire help, or I’m uncertain of exactly who to hire and what role they should fill,

or you might be thinking, wow, I don’t even know how to help them onboard. I don’t have any systems in place. This is not just a beginner, entrepreneurial problem friends. We have so many clients that we can’t scale you guys into higher level online services until your delegation is in place until it’s not going to be a bottleneck. When we bring more clients into your business with higher level amazing programs and offers,

this is a problem that my multiple six figure clients face as well. It definitely something, as I said, that I have struggled with over the years and I’ve had to force myself to work through and you’ll hear a little bit of kind of some of my struggles and some of the things I do behind the scenes when we talk about this episode. So if you’re thinking about these things,

you are not alone. That is why we are recording a podcast this week about it. So let me go ahead and introduce you to our guest expert today. Her name is Theresa LOE and Theresa is a leadership and business coach for overworked entrepreneurs. She helps them streamline their operations to build self-managed teams so they can finally get their time back in scale with ease Theresa guides,

people through that sticky transition from wearing all the hats. Raise your hand if that’s where you are right now, to just wearing the most important, how to evolve the CEO in the visionary hat. Nobody else can wear that hat, but we can help you get some of the tasks off your plate with other perfect people. And Theresa specializes in cultivating small,

but mighty teams for online course, creators, coaches and other creatives. She’s amazing. And we’re going to be diving into all of this today here on the show. In addition, as you know, now, Theresa is going to be live with us on Wednesday, June the 16th, taking your team building questions in clubhouse. So join us under our club for this podcast.

It’s called sweet life entrepreneurs, of course, and join us at 12 o’clock Eastern time on June the 16th, 2021. If you’re listening to this show live this week, and we’re going to roll up our sleeves with you. And so what we’re talking about here on the show, then we take it on to clubhouse and we workshop it with you. That’s what we do here on the podcast to really make sure that you are getting implementation for the business strategies here on the show that you know,

you can’t take to the bank. So without further ado, let’s go ahead and dive into today’s episode with Theresa Lowe.<inaudible> Hi everybody. And welcome to episode number 231. My friend Theresa LOE is with us today. And you guys are in for a huge tree, especially if you are to the point where, you know, you’re ready to grow, but you felt like you have this bottleneck.

And the bottleneck is, is that, you know, you can’t do everything. You know, you need to hire help, but there are some fears around that and I can personally attest to these feelings. So I’m so excited that Theresa LOE is here today to help you streamline and scale your business by growing your team by overcoming these fears, Theresa, welcome to the show.

Will you please share everybody your background and a bit about you and how this became your area of expertise? Absolutely. Well, first of all, thank you so much for having me. So what I do is I help people, entrepreneurs who are overworked, they’re stressed, they’re stretched to the limits. I help them streamline the back end of their business so that they can get their time back.

But also I help them build self-managed teams. And it doesn’t matter if you are just starting out or you are multi-six multi seven multi-age you always want to have your team be self-managed so that you’re not doing all the managing and you can, instead of wearing all the hats, you’re just wearing the most important hat, which is the CEO hat. And so I work with people at different levels because the sooner you can start this the better.

And the way I got into this was I was a co-executive TV producer for nine years for the top organic gardening show on PBS. And as the co-executive TV producer, it’s what we would call in the digital industry and integrator or a chief operational officer. So I was second in command and I had to run multiple episodes at the same time. So it was a very project management heavy,

but at the same time, I had to have teams filming around the country and they all had to be completely self-managed. They had to understand what their jobs were. They had to be able to get all the episodes out the door, which is like little mini launches in our world of digital marketing. And so when I started my own business, six years ago,

it took off really rapidly because I started getting a team right away. And as I started coaching other people in the industry, I realized that team was one of the things that was holding people back, though. We all start out with our laptop and a dream, and we start out doing all the things and wearing all the hats. Well, the sooner you can bring in a supportive team and not just anyone but a self-managed team,

and you can have everything streamlined and clean on the backend that allows you to scale. So I help businesses scale with ease by streamlining and having self-managed team. Wow. And you’re right. I mean, I can imagine just the thought when you said that of all these little mini launches just gave me like a little like, oh my gosh, that sounds,

that sounds terrible. To me, 96, We did 26 episodes a season. So it was A lot. Oh my goodness. So you’re constantly living in this mode of like getting this produced, making sure our systems are streamlined and that people are doing what they’re supposed to be doing at each phase along the way. And I can only imagine how many different moving parts that that would take.

Yes. So you and your history, your experience, your expertise coming into online business totally makes sense. Why you can see things that most online entrepreneurs can’t in a way that it can make it completely easier. And I imagine really simplified compared to your project plans that you were managing and what you were doing. So one of the things that oftentimes we run into with new businesses is the fact that they either don’t know when it’s time to hire,

or they think that it might not be time to hire, but they’re really dealing with some mindset issues around hiring. And we talked about this a little bit behind the scenes and how I personally struggled with this for a very long time. But talk to us about what are some of these mental blocks? What is the mindset of an entrepreneur who’s ready to scale?

Absolutely. And before I even dive into that, sometimes like what you said, how do people know that they’re ready? So let me just address that. You know, that it’s time to get help when you are stretched too thin, you’re overworking, or you’re sacrificing yourself for the business. You’re sacrificing your time, your health, your marriage time with your family,

your weekends, your evenings. We all have these ups and downs in our business where it might grow. And we have little moments of that. But when it goes on for long periods of time, that’s when you absolutely need to get more support and structure in your business because you didn’t start the business to be working 18 hour days. That was not your goal or your dream.

And yet we can get stuck there because we don’t know how to fix this. And one of the things like you said, it’s a mindset issue. And I should also probably say right off the bat, that it doesn’t matter what level we’re going to be talking about, what the different things are that you can do in your business to get help. But it doesn’t matter if you’re just starting out,

there are different ways to hire. So you can hire someone overseas. If you are really strapped on money, you can hire a virtual assistant that’s part time. It can be a working mom who maybe used to work in corporate and has incredible skills, but when her kids are in school or go back to school and aren’t, she’s no longer homeschooling, then she was going to be looking for something that she can do in those other hours.

And so you can bring in someone part-time, but it can also mean when you are a multi-six multi seven multi-asset that you’re bringing in a full-time employee. So what we’re going to talk about here happens at all levels. So the first thing that happens with most people is they get stuck in a solo preneur mindset, and it doesn’t matter how much money you’re bringing in.

You can get stuck thinking too small. And so what I mean by that is that they’ll say to themselves, when my business gets to the next level, then I will bring in the next help that I need in my business. And then my business will allow me to be a higher level CEO. And what I want you to do is flip the script on that.

The truth is that you’re never going to feel ready to take it to the next level that doesn’t just magically happen when you wake up. So you have to start thinking differently. You have to step into your future self and start making strategic decisions. And so the truth is that when you start acting and making decisions as a CEO, then that means you would realize that you need to bring in help.

And that is actually what gets your business to the next level. So rather than just waiting for the next level to happen and then bringing in help, you need to bring in help to get to the next level. Can you Say that again? Yeah. Say that again. This is really please, as you’re listening to this, you guys are, you know,

hit, rewind on this or just hit pause Theresa. I want you to say that again in the reason why this hits home for me and I, I just appreciate it so much learning from you on the show as our listeners are learning right now is because I literally have on a whiteboard. I have my very own little whiteboard of what I’m eating each day and today’s intentions and kind of little notes to myself.

But on that whiteboard, just like two weeks ago, I put on there for my things I need to do each day was millionaire mindset. And I realized this. So I have built a 7, 6, 7 figure business in the past. But this company that we’re working with right now, the Sweetlife company is on our way to seven figures consistently. And I realized that this was,

I was not having that mindset. You guys, this is so important. And since I wrote this on the board, like Theresa is saying, and I’ll go and look at what I’m eating every day. And my goals, my workout plans, it’s all right there. That’s what I wrote. And I think that people think, oh, well, that’s just like a weird note thing,

a weird mindset thing, but it has shifted my activity significantly in my business over the last couple of weeks. So can you say that again? So people hear that. Absolutely. So what we’re talking about here is the be, do have model. And that means that you need to be the CEO of your future and do activities that they would be doing in order to have what your goals are,

your business that you want. Right? So people go, okay, well, how do I do that? Here’s a real, simple thing. Every single morning. When you’re looking at your list, I want you to ask yourself your, to do list. I’m talking about when you’re looking at your to-do list, I want you to ask yourself, what does my business need from me today?

Who do I need to be today? And which activities on this long list are going to get me to the next level that I’m trying to get to, rather than working in those smaller activities, those things that you could actually hire out for it makes you realize that you’re spending a lot of time in the mundane and not in the 20% that moves your business forward.

In fact, you’re so busy. You have like a 1% little sliver that you’re trying to fit. All those CEO activities in and the rest of your day is taken up with other things. So that’s why I started with this one. You want to be the CEO of your future. And so everything that you do needs to be aligned with that so that you can reach your goal.

Yes, Yes, yes. And you should see my notes behind the scenes. You guys like a million million Teresa low notes already from this episode. And I think that, you know, people look to strategies, they look to benchmarks to accomplish. They look to be able to check off this list when in fact doing exactly, as you say is going to then reverse engineer what those activities are each day.

And it’s just such a powerful thing. So I just wanted to pause there for a second. It’s a good one. Okay. Like this is not like, woo you guys. This is like, this is a set solid strategy. That is very important. And I can personally attest to it. So what’s next after we do that. So another belief that can hold people back,

because we want to hit people from all different angles. Maybe that was it. Maybe they were waiting because they’re waiting for their business. A lot of times we’ll say, and this is probably the most common one. They’ll say I can’t afford to hire anyone. Right. It doesn’t matter what level you’re at. You might say, I can’t afford to hire the next person or a high level person.

And so the analogy I like to give here is if I were to come to you April and I were to say, I’m going to open a hotel and I just want to tell you all about it. And you’re like, cool. Tell me all about the hotel. And I said, well, I am going to be the person who checks people in at the front desk.

And then I’m going to help everyone carry their luggage up to their room. I’m going to be the maid. I’m going to do the cleaning. And then when they come back down, I’m going to be at the restaurant and I’m going to take their order. And I’m going to cook the food and deliver the food and then run back out to the front desk for the next person.

You would think I was a nut. And you’d say, you can’t do all those things well, and you can’t grow. And yet that’s what we do in our businesses, because we started with just us. And we were doing all the things and we kept getting spread thinner and thinner and thinner. So when you’re saying, I can’t afford to hire a team,

what you’re really saying is that you aren’t putting yourself first and you don’t want to grow. And what I want you to do is realize that there are different ways to hire at different levels. So if you are just starting out, you can hire someone part-time. If you already have a business, then you can hire someone who is virtual, but maybe works more hours.

And if you’re at a higher level, you can bring in someone as an employee. But the truth is that you can always hire. It’s a matter of finding the right person for the right seat to do the right things so that you’re not wasting your time or your money. And we’re going to talk more about that as we go through the other ones.

Great. Thank you for that. And that’s a great analogy. So after this is established, right, we’ve established that you absolutely cannot grow without help. And this is very important. And certainly there are, some of you are listening who want to be solopreneurs. And this episode probably is not for you when you are ready to grow this, isn’t it.

These are important strategies. So what comes next, Theresa, after we have gotten over these mindset hurdles that we’ve discussed so far, Right? So then the another thing that can hold you back is that you’ll say, well, good. People are hard to find. So let’s talk about that piece right there. Because if you are holding yourself back, because you think you can’t like,

okay, maybe I understand that I will never feel ready. Maybe I understand that I need to hire, but I don’t even know where to start in hiring. And what I want people to understand is that there are good people out there. The trick is that you have to hire the right person by looking at character over resume. So a lot of people teach how to go out and hire,

and they’ll tell you to put a post out a job listing, and then you bring in the person and you’re just looking at their resume to see if they have experienced. And I actually teach hiring in a very different way. I want people to be really, really clear on the type of person that they want to bring in. And I’m talking about character,

what type of person do they need to be? Because even if you only have a team of one other person besides you, you’re building something here. So you want to start doing that right out of the gate. And as you get bigger, you want everyone on your team to have a certain character level. So when I’m hiring, I’m looking at character because the truth is that if I can get someone who’s a go getter,

a problem solver, they’re excited about my work. They’re excited about my mission. I can teach them anything. They don’t even have to have the experience on their resume. So when you are going through the hiring process, be looking for the type of person who can grow with you and can learn, even if they don’t have experience, if you just feel right about them,

because they’re like pumped and excited, then you were hiring more to character than to resume. Hmm. That’s such a good point. And that is, that’s how I hire is with, with an established skillset. But one of the greatest things that I, if I can just share for those of you guys who are listening, one of the greatest things that I have,

I decided to do about 10 years ago, when hiring was, I decided to hire people that wanted to see their future in my business as well, could see their own, what, anything they’d life they wanted to build the time they wanted to be working, the kind of work that they were fired up. And although it might not have been the actual activity that they wanted yet,

what was really helpful and how we’ve grown. Our teams is listening to them, trying to figure out what they want to do. What are their big, huge moonshots? What are their dreams and how can they accomplish those dreams underneath our brand. And I think that that’s why we have had a team who’s worked with us for so long is because of that now definitely skill set as well.

But then I will also pay to have the right people trained in this skill set. So I’ll pay to have the right people in my team learn a skillset that I want them to have, even if they were just totally clueless, because it’s more about the person Kelly Buckner who’s our director of operations is that she is like my dream COO. And I just don’t know where I’d be without her,

but the things she’s doing, don’t always align with her biggest dream, but she knows her biggest dream is within the future of our company. And so just wanting to kind of add that in there, as it is an example, for those of you guys who are listening. Yeah. Having lifelong learners is one of our core values. So we do the same thing.

I have had different members go through courses so that they could get up to speed and it’s a game changer and they feel even more committed to you because now you are helping them grow as a person. So we’re all about growth and stepping into a bigger you. And sometimes someone on my team will find a course and they’re like, I really think this would be helpful.

I would love to take it. And I’m all for it. I will pay for them to take that class. Yeah. Yeah. I love that. And, and I think that what we’re talking about is the future of culture of small and micro sized businesses. And it really is true that so many people look for the skillset we’re in clubhouse rooms.

You and I both are in clubhouse rooms all the time where people are talking about how do I hire and how do I do this? And how do I do that? And they’re getting great advice. Like, we’ll go to this and search for this skillset, but I love a warhead, the conversation we’re having here too, because you can have a person who’s really great at something,

but doesn’t fit into the culture in the future. And, and I think the hardest thing, and I’ll just share kind of this fear since we’re talking about the fears of hiring, one of the hardest things that I had to deal with before I really started hiring for the right person, rather than the skillset was hiring somebody, training them, investing that time.

And then they leave and being so fearful of so much time lost. And I know this isn’t just a, an April problem or a Teresa problem. These are problems that corporations deal with, you know, at this replacement costs in this replacement time. But I just, I remember feeling so fearful of going, gosh, I’m going to invest in this person and they’re just going to ditch me,

You know? Yeah. And will, that can happen. And so one of the things that I work with people when I’m, I’m helping them streamline their business, there’s really three pillars we go through. And it’s the structure, the support piece, which is what we’re talking about here. But what you’re talking about is the scalability piece and that is having contingency plans.

So that’s really having the structure behind the scenes so that if someone steps out, someone else can step in and having systems and processes. So that, that happens. But absolutely, we are also investing part of our heart when we bring someone in because we’re small businesses. So it’s a very small but mighty team. And there’s a lot of heart that goes into bringing someone in.

But here’s the way I like to look at it. When someone is leaving for me, it’s happening for me rather than to me. And I want them to grow and go find a better fit because something that was not a good fit for them. And if it’s not a good fit for them, they’re not going to thrive. Just like if we take a flower and put it in the desert,

that flower might be beautiful somewhere else, but in the desert, it’s going to wither and die. Right? And so if we have someone on our team who really is not aligned with staying with the team, it’s better that they go sooner rather than later. So sometimes we’ll have signs. And that’s some of the things that I coach people through. There’ll be little signs that we missed or along the way that we weren’t really paying attention to.

But when someone is going to leave, I’ve had people leave to go on and start their own business. And I actually give them some of my coaching programs because I want them to do well because we’ve built a relationship. But if someone is stepping out, it’s actually happening for you because there’s going to be someone else that can step in that will take you even further than that person ever could.

What a great set mind you have to read it. Yeah. Mindset is like everything. Yes. Thank you for sharing that. That is an amazing different viewpoint on that. Thank you for sharing that. I think that’s so incredibly powerful. So let’s get back to some of these fears that our listeners might be feeling. Some of these, almost like we could have named this like that,

the four, the five lies you’re telling yourself, but you really need to be hiring by now. You know, what are some of the, what are some of these other thought processes that people need to overcome to really get into this let’s scale? This business let’s hire I’m ready for the next level. Absolutely. So one of the other roadblocks and this actually tends to happen with people who have,

are already a little bit more further along is that they worry that they have to manage the team, or they are currently managing the team. And that’s why I specialize in self managed teams. If you are managing the team, as the CEO, something is wrong, you should never be managing the team. You want to be bringing in people who are in the right seats,

doing the right things. And they are self-managed. So the way that you can tell if you are in the management, rather than the CEO role is if you are helicoptering them, right. We know we all know what a helicopter parent is. There’s also a helicopter CEO and it’s where you’re hovering. Like, are they doing it? Are they doing it?

Are they doing it right? And some of that can be your systems that you have set up. Like maybe, maybe you don’t have touch points where you can kind of keep your finger on the pulse without being in the weeds. That’s something that I help people set up so that they don’t have to be in the weeds to know what’s going on. But sometimes it’s really a matter of learning to let go and let go in the right way.

So what I want you to realize is that what we want to do, what we want to be stepping into is mentoring our team, not managing the team. This means having real clear expectations and results that we’re looking for. So they have a very clear lighthouse and we can have like, you know, 30, 60, 90 day check-ins and be able to say, okay,

you know, we’ve got a little off track here, but as long as they know what lighthouse is, we shouldn’t have to helicopter them. They should be able to figure out how to get there. Does that make sense? Absolutely. Helicopter CEO. I’m definitely, I’m definitely writing that down. It’s so it absolutely makes sense. It was a great analogy.

Yeah. And this is a random question. Just putting you on the spot here for our listeners. Is there a favorite team software for communication that you have that you like to recommend to your clients? Absolutely. So most of the industry uses a sauna and a sauna is great. I have used a sauna, but for project management, I really like monday.com.

That’s actually my favorite. And the reason is because not everybody adapts well to a sauna and monday.com is much more visual. And I find for entrepreneurs, they’re very creative and they tend to have a lot of creative people on their teams and the team. If you have never used any project management software, and you currently have a team, it’s a much easier transition onto Monday than it is to a sauna.

Now that said a sauna is great. I’m not saying a is bad. If you’re already using a sauna, don’t switch. If you love it. And it works for you. Great. But if you’ve never used project management software or you’re intimidated, or your team is Monday works really well. It also is very intuitive. And so it makes it easy for the team to,

to adapt to that. If that makes sense. It does make sense. Thank you for sharing that. Our listeners always want to know everybody’s software stack of what we’re using. And I know a lot of our listeners use Trello air table is where we manage our, our podcast production. But back in the day, we used to use Smartsheet and Gantt charts and all these things that were just not user-friendly at all.

And they were so detailed that we would send it to people and they would just be like deer in the headlights. And they’re just done. What is this? W w what is this? And so I absolutely loved Monday. We’ve had a guest recently who is talking about, is it like click up? I mean, whatever works for you guys. And I think that is the thing here,

but I’d love, you’re an expert in this. And so I love hearing of what, what you recommend and what works for you. So thank you for sharing that. And any, yeah, go ahead. I was just Going to say what’s most important is that, is that you use it. So if you try something and it doesn’t work, try something else because everyone’s brains work differently.

So it’s okay. If something else works for you, right. Perfect. Yes. The great advice. And then any final thoughts to, you know, this hesitation to hiring that you want to leave with our listeners, any like actionable steps. You’re saying, okay, listen, you’re listening to this episode because you know, you need to be hiring,

but there’s a wall. There is a mindset shift that needs to happen, but there are actually things that you, as a leader are putting in your own way. And those are the things we talked about today. Like, I can’t afford to hire a team or what if they leave, or, you know, how do I actually go through the process delegation?

And you shared some really important thoughts that people are already having. I know our listeners are hearing being like, oh yeah, that’s me. I’m thinking this in this process, what do they do now from this episode, from listening to the show, what are some actual actionable items right now where they can leave in that they can start fixing this problem today.

Right? Well, if we circle all the way back to stepping into being a CEO and thinking like your future CEO self, what I want you to do is start doing a time audit. Now, when I say time, audit people’s eyes glaze over and they go, oh, that sounds so corporate. And I have to write down all the things I did all day,

but here’s what I want you to realize. You may think, you know what you’re doing every day, but you’re probably doing some things you shouldn’t be doing, and you don’t even realize it. And you keep thinking, oh, I’ll just do it real quick myself. And it ends up taking an hour, or I can just whip this together. And you end up your whole day is totally shifted because you got down a rabbit hole in Canva or something.

So what I want you to do is to do a time audit on yourself so that you can see, where am I currently spending my time and then put on your CEO hat and take a hard look at that. Are those the things that I should be doing? Which of these things do I know I just shouldn’t be doing, or I’m not very good at them?

Which of these things could I hand off to a current team member or do I need to bring in a team member? So really doing a time audit should be your very first step. And then absolutely every single morning looking at that to do list, do I really have to do these things, which of these things are going to move the needle the most in my business,

which of these things are the moneymakers, which of these things are driving me to my goals and make sure that you’re working on the right things, because we can very easily get busy, busy, busy doing the wrong things, and nothing can slow down your growth faster than doing that. Great. Teresa you’re you are so wise, thank you so much for your leadership in this.

And you coach entrepreneurs who are in six figures, seven figures to eight figures, and you have a couple of different programs. So if you guys are listening here, you know, this isn’t a podcast where we sell you anything. We don’t even accept advertisers on this show. The deal is, is we want you to have the next steps to take action.

So Theresa, can you tell people how they can connect with you and based on where they are, what phase they’re in, what do you have available to get them to that next level with their teams? Absolutely. So where people can connect with me is streamlined and scaled.com, all one word. And on the website, I have information, lots of free resources.

What I have in the way of programs is if you are just hiring your very first team member, or if you have just hired poorly and you need help hiring the next team member, I have a program called team up like a boss. It’s a very low, very inexpensive program that has all my templates and processes my whole methodology for hiring to character first.

Okay. Then the second program that I have is a group coaching program, multi multi figure, and multi seven. And that’s where we streamlined the backend of your business and get your team to be self-managed and make your set you up to be scalable so that you can scale with ease and have your time back. And that is streamlined and scaled. And then I do consulting for multi eight figure businesses who already have major teams and headaches going on,

and they need someone to come in and check out where are the issues? And I do that as well. Theresa, thank you so much. So based on where you guys are, there is a program, there is a solution start like Theresa said with going through your activities today, really focusing on the things that only you, and you can only,

you can do, maybe like me write on your whiteboard or a sticky note or on your mirror and lipstick or whatever it is that you need to be honing in on the millionaire activities in your business. And that is, it starts, it sounds very basic, but this is truly, I can personally attest to this. This is truly where it all starts rolling from there.

And we do have a very special tree for you guys, as you know, that we promote and share in network with you and help you link arms with you and coach you in clubhouse now. So if you’re an active subscriber to this show, that means it drops on Monday. This particular episode is dropping on Monday, June 14th and Theresa and I are going to be live answering your questions workshopping with you,

taking your specific team, building questions, helping you strategize through the struggles or your concerns or your fears or your issues of growing your team on Wednesday, June 16th at 12 o’clock Eastern time. It’s totally free for you to be in there. If you’re really ready to take your business to the next level, it starts by taking action. And that starts by joining us at 12 o’clock on June 16th in our clubhouse room about this topic and to find the clubhouse room,

you can very simply follow our club, join our club, even all you Android users now, by going to sweet life, community.com, again, that Sweetlife community.com. You can talk to Teresa, she’s there for you, and we’re, we’re all here to support you and all of the show notes of course, to reach Teresa beyond. What we talked about here will be in the show notes for this episode.

This is episode number 231. Thank you so much Theresa for your time and your wisdom and your expertise and pouring into us on today’s show. We really appreciate You. Thank you so much for having me. It was fun. It was fun. Thanks.

Episode 230: Simplified Systems To Scale – with April Beach and Brittany Keeling

Brittany Keeling SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Join us live on Clubhouse to get your questions answered. 
June 2, 2021 12:00 ET

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who are ready to scale and grow, but lacking systems to make it happen. 


It’s time to scale your business, and you know that systems and SOPs need to be in place. But, if you’re like me, the thought of sitting down and documenting your tasks sounds as fun as having teeth pulled. Thankfully Brittany Keeling, our guest expert, is sharing practical ways and clear, simple systems you can follow to start scaling now. 
In this show we’ll also cover the difference between a platform, a system and automation. These common terms are misunderstood but important to understand. Stick with us and join us live on Clubhouse to meet with Brittany personally and get your questions answered after listening to this show. 

At the end of this episode you will:

  1. Brittany’s 5 Steps To Scale
  2. How to create SOPs without crying 
  3. The importance of choosing the right platform to make your business easier to manage

Resources Mentioned:

ClickUp (Brittany’s Affiliate Link)

SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

Need faster business growth?

Schedule a complimentary business triage call here.

Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. We are so excited to dive in depth. So number 230 here on the Sweetlife entrepreneur podcast, and today’s guest is simplifying your systems and helping you put standard operating procedures in place so that you can scale your business.

And this is why this is incredibly important. We have so many companies that come to us and they want to launch courses and masterminds and memberships, and they want their suite of offers created. But oftentimes when we do a really good job launching scalable online programs, there are some systems that are missing in the backend. And when these systems in the backend are missing,

then what happens is a bottleneck. And you actually can’t even absorb all of the money and the clients and the hard work that you’ve gone into in order to actually launch and reap the benefits of the hard work. And so today on episode number 230, we’re diving in with Brittany Keeling, she’s the CEO of be elevated a business operations and launch expert. And she’s going to take you through the processes of how to really simplify your systems.

Now you’re going to laugh. I am being really transparent about how I hate creating SOP on this. So if you’re like me, you’re going to be able to relate real well to what Brittany’s saying. And we’re going to give you some amazing strategies to get through that today on this episode. So this is a great show for those of you guys who are in phases two through four of my Sweetlife business roadmap,

that’s the startup to scale up system that we’ve created. And in order to figure out what phase of business you’re in simply go to sweet life co.com board slash quiz, and you can take a very short self-assessment. So this episode, this business training that we’re talking about is specifically for those of you guys in phases, two, three or four of that business system.

What you can expect at the end of this is to first of all, know the most common standard rating standard operating procedures that should be in place for your business. You’re also going to get tips on software that can simplify your processes. And you’re going to know how to use the way that you work as a leader, as an entrepreneur, in order to put it into systems in a way that is actually going to happen for your business.

So I’m so excited to dive into all this. And of course, Brittany will be with us live on clubhouse, the Wednesday that this show drops. So if you are not a member or following the Sweetlife entrepreneurs club on clubhouse, please make sure you search us on clubhouse life. One word, just like this podcast. And you’re going to get access to that room where Brittany is going to be able to take your questions.

She’s amazing. And I’m guessing you’re going to want to have somebody like Brittany workshop with you, and that’s what the clubhouse is for. So let’s go ahead and dive into today’s show. All of the show knows everything we’re talking about can be found by visiting our website@sweetlifeco.com forward slash two three zero. Oh, wait. I lied about that. All of the show notes can be found by visiting sweet life coat.com

and then you got to click on podcast, but then it is episode two, three, zero. All right, you guys, I can’t wait to dive in with you. Let’s do it. All right. You guys welcome to episode number 230 here at this sweet life entrepreneur business podcast. I am joined by Brittany Keeling and yes, you’re probably getting entired me saying this.

I met Brittany on clubhouse, like all of our guests, like lately, all my new clubhouse friends and she is amazing. I was in a clubhouse room with Brittany and she said three words that I was like, oh my gosh, I need this woman to come and talk to us and really simplify and clarify these three terms. And you’re going to find out what they are here and just a little bit on the show,

but, you know, Brittany is a scaling with systems expert. And so that’s what we’re all about here on the show, giving you tools and strategies to move forward and scale your business. And so here we are, Brittany, thank you so much for joining us. Tell everybody a little bit about yourself and how you became such a systems ninja. Yeah,

I’m so excited to be here. So I have a really sort of unconventional background. A lot of people get into this space from, you know, they were in the corporate world and they decided to go off on their own. And I actually started my first business straight out of high school. So I was a serial entrepreneur for a few years, with a few various different businesses.

They were actually all online businesses as well. So been in the space a while and towards the end of 2018, I was feeling really burnt out with what I was doing. I wanted to change it. I just didn’t know what to do. And so I started asking people who knew me like, Hey, what do you think of when you think about me?

What am I good at? What are my strengths? Literally, everybody came back and was like, oh, you’re type a you’re detail oriented. You’re great at like being productive and helping people reach their goals. And I was like, okay, I can do something with this. So heading into 2019, I started trying to like make that shift. But right at that same time,

my dad who was a business owner actually passed away unexpectedly. And so I took over his company the day after he died. So yeah, I put my business hold and took over his company. I was 21 and it was a mess. He did not have. I mean, obviously I was grieving, but also he didn’t have anything documented. He did not have,

you know, a second in command. It was basically two months of me being on the phone all day, every day with clients saying, sorry, he’s not here anymore, but we’re still business as usual. It was very weird. But another thing that we ran into a lot was like the questions being asked and us not having answers. And that didn’t feel good for anyone.

Of course, we didn’t want to say, sorry, we don’t know the answer to that. But at the same time, my dad kept so much in his head, in his head and all over his desk. I mean, papers everywhere. So it was just really hard to try to run once he was gone. And thankfully we did end up selling that business four months later.

And at that time I had planned a move across the country for like a month later. And I was like, oh, I have now no income and no clients and no business, I should do something. So I relaunched my business and I went like full force headfirst into the deep end as an online business manager. And so at that time, this was like August of 2019.

And I just dove in, I invested in a mentor and I was like, you know, I’m just going to help other entrepreneurs create something that actually can outlive them. For me. It grew really quickly. I’ll give you the cliff notes version here, but essentially I created a bit of a monster that was doing for me the opposite of what I was trying to do for others.

And so I ended up restructuring a bit around this, actually around the same time, last year. So around like August, September of 2020, and now we work with clients in either one day or one week and we have a few signature offers, but we really essentially help them either get their systems in check, do like an overhaul, get them things simplified,

make it make sense for the long haul for them. Or we help them have a large-scale launch of a digital product or service in a short timeframe. We do like a seven day package for lunches or a one day for one week package for systems, depending on how robust it is. And clearly to have that done. We have to have a lot of really clear systems internally as well.

Yes you do. Oh my gosh. So first of all, congratulations on all your success. It’s so hard when you know you’re doing something well and all of a sudden it’s running your life. I love how you have modeled. We talk a lot about life, first business modeling here on this show, and I love how you’ve modeled your offer to actually deliver that time in life that you want.

Secondly, I’m so sorry about your dad. I lost my dad a couple of years ago and that is it just really hard still sometimes today I’ll like forget, and I’ll go to pick up a phone and call him and it’s just this weird thing or I’ll think, oh, I can’t wait to tell dad or whatever. And so I totally get that.

And I’m so sorry about that. Your dad also was a total entrepreneur like that entrepreneur brain, like the notes everywhere, papers everywhere. I’m literally not going to turn the camera. You guys, before this, behind the scenes, you were typing something out to think like that’s way out. I need to write in order to think and process in. But because of that,

then I have a million pieces of paper. And so your dad sounded like amazing man and very typical classic entrepreneur. And then the last thing, you know, I love how you have always been an entrepreneur out of high school. Like we have very similar stories. I absolutely love that. And so I’m just so glad that you were here on the show.

Now what you’re talking about from a business sense, first of all, it’s no surprise that you are so successful because what you need are what people need are the tactical things that you actually deliver. It’s the not sexy part that everybody desperately wants and needs. They’re the systems and that like the SOP and the client pipelines and the launch plans and the content plans and all those things.

So I’m so excited to talk about what we’re going to dive in today. And I know our listeners will be like, okay, bro, gen up so we can hear her talk. So, so like, so this is very exciting. And so I’m really, really excited about what you’re going to download for us today. So one of the things that we find as a company is a lot of companies come to us and they’re like,

oh, we’re so excited to scale with courses and offers. And all these things help us design them, but it’s like, let’s stop because they don’t have their systems and processes in place. Yet. I was actually in a clubhouse room last week when I was saying that to somebody and the woman ended up DME me on Instagram saying, so you said I shouldn’t do this yet until I have systems in place.

What are the exact systems? People don’t know, like you were saying before we started recording what they don’t know. So can we first for our listeners who might not be familiar with that, we first talk about what systems should you actually have in place before you start really scaling your business. Yeah, 100%. And I love that we’re talking about this because every business I’ve ever worked with that has overlooked these steps in the beginning has had to spend more time and more money and more energy backtracking to redo the things that were not done properly.

So my hope is that if you’re listening to this, you will not get in that position. It is never too late to start creating systems. And just like April said, it is not at face value, super sexy to talk about, but it is super sexy when you get weeks of your life back. So, yeah. So I have sort of a top five systems that I like to focus in on whenever talking about like getting started with systems,

mind you, there are a million systems in the world and I totally understand that, like can be really overwhelming. So I always just suggest starting with these five. And if I feel like too much, start with one, like just do one at a time because it’s going to be better than nothing. Okay. So let me make sure you guys heard this before.

She says this. When you walk away from this show commit to start with one, if this is an area you need to grow. So sometimes when we hear all five, it is overwhelming, but Brittany is going to download you on what they are. So I’m really excited about this. Okay. What are they? Yeah. So quick overview of the five systems I like to hone in on are a task management and project management system.

So this is where you can keep all of your ideas. So instead of having 12,000 places to look for things, it’s all in one place, an SOP standard operating procedure creation system. So you may or may not have heard of SOP before. And if you have heard of them, it may be in a corporate setting or it may just be like,

sure, I’ve heard of it, but I don’t know what to do with it. How do I create them? Having SOP are important, but you need actually know how to create them. So having a system for creating new SOP is on an ongoing basis is going to be huge. The third system is a content planning and repurposing system. Let’s be real,

pretty much all of us are marketing through social media. So we probably need to have a system there so that we’re not having to spend hours every single day typing up a last-minute caption just to get it off the door. Right then the fourth is a client management system. This one is huge, huge, huge, I’m such a huge fan of white glove experience and really kind of going above and beyond with the client experience because we want everyone in our sphere to feel really valued and a huge way you can do that is with your client management system.

And then the fifth and final is email marketing. And if you’re like, well, maybe I don’t have a list. This is fifth for a reason. It is very important of course, but you don’t have to start with this one if it’s not the easiest one for you to dive into, but we can keep it super simple. Maybe you have an automated welcome sequence or some sort of automated email marketing in place.

But even if you just have some sort of system for showing up regularly in your email marketing, like a task for yourself to write a new email once a month and send that out, it’s so much better than nothing, and you’re still going, nurturing your audience chat. Okay. So let me state those again for our listeners. And then we’re going to move on.

We’re going to dive into a couple of those today. So the five systems you recommend people have in place to start our task management, SLPs and a process for actually creating SOP and an SOP. If you’re listening in stands for standard operating procedures for any of you guys that didn’t know that number three is a system for content planning. Number four is the system for client management and number five,

it’s a system for email marketing. Is that right? That’s right. Okay. Let’s kind of pivot in. Let’s just focus in actually on those first two things tax management and SOP is here on this podcast. So when we’re talking about task management, there are so many things that businesses are doing on a regular basis. And oftentimes companies that are looking to scale,

you have just very few people doing all the things, talk to us about how you recommend and how you really kind of lasso all of these things that are happening in order to get them into one place. Yeah. So I think the biggest thing is like, you know, there are first of all, so many ideas in our brain at any given time.

And even if we just think about the ideas alone, not even the to-dos, it’s like you could have a million dollar idea, but if you write it on a sticky note and forget it exists, there goes your million dollars. Right? So I’m a huge advocate for getting things in one place. So initially, I mean, I would start with hunting down all the things you have all over the place.

If you’ve got just tasks and ideas and to do’s everywhere, get them all streamlined in one place from there, you can probably then start diving into breaking things into categories. And again, this can be really overwhelming. And like a lot of times people are like, well, I just have one big list. What do you mean I need categories, but we can structure things very strategically when we are intentional about it.

So if you zoom out of the day-to-day of your business and actually look at everything from a bird’s eye view and look at all of the tasks on your list, look at everything that’s popping up. Do you want assessment of what do I, and if I have team members, my team do on a daily, weekly, monthly, quarterly, yearly, so on and so forth basis.

And what maybe aren’t we doing that needs to be done more regularly and even seeing like what tasks have popped up that are not recurring tasks, but you’re noticing them coming up more and more often that can really help guide you and figuring out what the departments of your business really are. So being able to identify it, doesn’t have to be like 18 departments.

You don’t have to have a whole marketing team to have a department for that. When I say departments, I’m really, especially for small business owners, mostly honing in on the fact that like, there really are still segments of our business, where if we were to scale to a much larger level, we’d likely be outsourcing those two different team members. Yeah.

And that’s usually where most of our listeners are. They’re like really ready to the point they want to scale. They have all these things that are happening. And many of them have even really started building their teams. But yet they’re not exactly sure. Also with that being said, many of our listeners are to this point where they also have a, just a ton of,

VA’s doing a couple little things for them at once. So as they’re listening to this, I’m guessing you’re the expert here in this process. You also really recommend that even all these little pieces, even if it’s somebody who’s only working a couple hours a month doing a task for you that you develop SOP for that as well. Correct. 100% a gauge that I like to use is like,

okay, if you were to take on 10 clients tomorrow, would you be ready? Yeah. My business mentor talking more says that all the time. He’s like, you know, it doesn’t matter if we get you all these clients in here, he’s like, you know, it can be like, it’s like a fire hose. If you do not have these systems in place,

like don’t go out and grow. Right. Oh, that’s so good. That is such a great analogy. Oh my gosh. So you’re just going to lose them. All right. And that’s why when companies come to us and they’re like, we want to develop our signature offer. We want our signature courses or masterminds. We’re like, okay, are you going to be able to handle it?

Because if you can’t then literally everything. That’s like an overflow out of the top and you know, let’s make sure your stuff is in place. And so I love this conversation we’re having. So in the process and behind the scenes, you were sharing how you guys go about doing this. You have a software that you love, and I’m just going to say out loud,

you know, Kelly Buckner, our director of operations for our company is going to geek out when she hears this episode. Because I think that what you’re talking about is like right along the lines of something that she would love to look into more. So talk to us about how you go about this process for people. And, and also, I mean, they are in a million different places.

All these things are in a million different places. Let’s talk about simplifying software for a minute. Yeah, absolutely. So a lot of entrepreneurs are, and you know, we’re in 18 different softwares when in reality there’s probably one or two that could replace the bulk of them. And I think, you know, at the end of the day, maybe you’re going to pay more for one software,

but then you’re going to be able to let go of three others. And it’s so worth it. Now, if you’re using six softwares and it’s like, you know, you don’t have any problems and it’s working well for you and future casting. You’re not going to have any problems. Great. If it’s not working or if it is working, you don’t need to necessarily change it.

But if you’re starting to grow and you’re ready to scale, and you’re like, you know what, being in all this software is just really not working for me. Then. I mean, something that my business does all the time is like helping businesses get streamlined into less software or at least suffer. That makes more sense for them. And so one of the things that we do is we utilize click up and this is where we use like our task management and our project management.

But also we use this as like the one-stop for the whole business. And we do this with our own business, as well as for our client’s businesses. Because if you’re listening, I can almost guarantee if you don’t have some sort of system in place, you’ve probably got your Google docs, a hundred different docs or folders in your drive. You’ve got your handwritten notes,

sticky notes, your whiteboard, your mirror, that you’re writing on your, your, everything, just everything notes on your phone. You’ve got your, your 18 journals on your desk. Like it’s just all over the place. And so being able to create an atmosphere where it doesn’t feel like, oh God, another place I have to look every day and instead positioning it in your mind.

And also in the way you structure it as the only place you need to go and look at things every day, it really is a game changer because instead of waking up, you know, three hours into your slumber, remembering that you forgot to do three tasks that are like really important, and now you’re going to be panicking about it. You can have one place to put them all as soon as they pop into your head and then literally forget about it.

Like you can just forget about it and come back to it later. Yeah. I love that. And that’s so important for entrepreneurs like me too. Not officially, but pretty officially have ADHD. And so this process of going through and understand like the tasks, changing task management, having things in one place is, is really, really, really important.

And another thing you said just triggered something that I like to tell businesses all the time. And this is what Brittany is talking about. This is why this is important. I like to say, you know, how would you carry your business today? If you were already a millionaire, you’d already have these systems in place, and you’re never going to be there until you have these systems in place.

This is the bottleneck. And this is so important. And you know, we’re not saying you have to use one software or another, like you can do it whatever way works for you. But the reality is, is simplified systems scale. They do simplified system scale. And so this is so incredibly important. Okay? So in this process you’re going through and people have all their ideas and they’re bringing their,

all their ideas together, taken all their sticky notes and their pieces of paper. And they’re getting it. Like you guys use click up for this. How do you recognize, are there like certain departments of a business that are standard or typical for, you know, service-based businesses and online entrepreneurs where you tend to group together type of department. So you sort of,

our listeners can kind of at least clarify their mind and start heading in one direction of how to organize their stuff. Yeah. Such good question. So some like standard departments that we like to utilize are like your headquarters, right? So for us, at least in here, we house various things like our capacity so that anyone on the team can come in and see what we’re working on.

Like what big package, but also what’s coming. We have like the next several months booked out and we can all see it and be prepared. And then also if I’m on a sales call, I know what’s available and what’s not I’m meeting notes, go in there, employee onboarding various things like that. Team resources go in there. So like SOP is our brand kit,

affiliate links, testimonials our team agreement. So we have like, all the team has come together and agree. Like this is our way of working so we can all reference that. And then another department is operations. So you’re going to have your recurring operations more than likely that may be broken down into various things like social media. So Instagram, Facebook,

LinkedIn, so on and so forth. Maybe your email marketing can go and hear your metrics management. So if you’re needing to check on your numbers weekly, the list, of course. Yeah. Right. I mean, I’m thinking in my mind, I’m like podcast processes, like for us, you know, podcast processes, you know, PR speaking,

client management. So as you guys are listening to Brittany talk, just think about like the grouping of repetitive tasks that you’re doing in your business and start to figure out what falls under each one. And then take an opportunity to understand that for each one of these, you need to develop these standard operating procedures, which brings me to the next question. So we hear this all the time and I’ll be really honest with you.

Especially somebody that’s like always in all directions. I own four companies. I have three kids. I’m always on an airplane somewhere when somebody tells me and it’s okay if you have to tell me this, but let’s just keep it real here. When somebody tells me that I have to sit down and document every single thing that I’m doing in some capacity or some way for like a week straight,

first of all, I’ve never, ever, ever done that. I can’t think of anything worse than doing that. And so what I ended up doing, and this is why, if you’ve also listened to the show before, I’m like not the best person to work for. I mean, I have an amazing team, thank God. But you know,

it, it’s kind of hard. So it literally, I’m not kidding. You it’s taken me 25 years to get through. And so when I go down and I document like an SOP, it is usually like in a scrub, like we’re working on a project like that day. That is my work I’m going to do. But going through my everyday,

you know, week just kind of documenting my time and managing my time and stuff. You couldn’t actually, I’m being so honest. You’re going to like school me here. Probably like you couldn’t pay me to do that for my own company. Like I am Wade. I’m like all off in a role. Is there any other way to do it? Yeah,

totally. Okay. Good. Cause that way sucks. Right? At the end of the day, it’s like we’re busy and the thought of creating a whole system and process and documenting the SOP, Internet’s going to take me three hours longer than if I would just do it all myself and then never outsource it. Right. Right. But of course in the long run,

we know that’s not true, but it doesn’t make it any to do in the moment. So I do have a philosophy that I like to follow a system. I like to follow with creating these because most business owners are very similar to you. Like I can’t say that I have a lot of fun sitting down and creating all of SOP for my business.

And so if you don’t like it, then that’s yeah. Then they really are tough work. Okay. Right. And any, you don’t have to do it alone. And it’s actually to be so much easier than we think. So here’s what I like to do. And here’s what I tell people to do. Start identifying what needs to be documented.

Right? So obviously your recurring tasks, easiest thing to start with, you know, it’s going to happen on a recurring basis. So start there. And once you’ve identified, this needs an SOP, take a loom screen recording. The next time you do the task, you can literally do the task, the exact same way you would without documenting anything,

but screen record it and talk through what you’re doing as you’re going. And then if you have a strategic and like, well put together template for the written SOP, you can then give the loom or whatever kind of screen recording. You utilize to another team member. You can give it to somebody else and they can build out the SOP, the written version.

They can include the video version in there. They can plug it into whatever. You know, if you’re using a task management software, get it in the right places, create templates within that. If you want, it can get really nice and crazy robust, but it doesn’t have to. And even better when you do it that way, you now have a video,

an audio with your video and a written. And so no matter what kind of way somebody learns on your team, you’re meeting them where they’re at. Okay. Thank you. So I do that. I do LUME recordings and then you’re like Dropbox fanatics, and then I’ll put it in Dropbox. But I really thought that I was like duck taping the process together.

And then, you know, we can get them transcribed through our Searchie and everything that we do. So thank you for saying that because I literally is like, this is just the way I work and it’s just the way it’s going to be. And this is the way I work and I just, I’m never going to change me. So I hope this works out for y’all,

which, which it has. I mean, I have an amazing team, but in the back of my mind, I’m always like, you suck at doing this because you’re not doing it the way it’s supposed to be, but I know I would never, ever like literally over my dead body, am I going to sit down and write down my steps that I am doing?

So, yay. I feel a little redeemed here on this show and then Kelly in the process, like she does this as well. And so like listening to the podcast, you guys all know like what we really like struggle with behind the scenes. We try to share it all with you. This is one of those things that I haven’t really liked so much.

Okay. So in that process, you know, documenting it in whatever way that works. I also do audio recordings on my phone. So I do audio as well too. And that has seemed to work, you know, to upload them for certain files as well for my team and our team Dropbox folder, I should say, hopefully that’s acceptable, but it does work.

Okay. So after somebody has, you know, really documented these processes, let’s go back and let’s kind of circle back and let’s talk about the importance of simplified software. Share with us more about click up, why you guys use that, why this is your chosen spot to do this in really why, of all the things out there, as, you know,

there’s a million there’s Monday and Salesforce and all these other things, like why is this your go-to? And so our listeners is, is there processing can think, oh, well maybe I should check that out. Yeah. Great question. So let’s tie it in with SOP is right. If you create a hundred SLPs and they’re sitting in a Google drive that nobody knows exists,

what’s the point, right? Versus if we can pull them in to a software, like click up, or if you’re using something else, you know, whatever you’re using, bring it into one place so that someone can super easily search the name of what they’re looking for, or go to the SOP folder or list and look through it, what they need to find.

And you can even from there, so like in click up, you can create like a template of tasks essentially. So you could also turn your SLPs into templates if it’s like things that need to be tasked out. So if you’re onboarding a new team member, for example, that can be a template. Every time you onboard a new team member, you duplicate the template,

you assign things out and boom, like you’re good to go. Okay. So this is making my mind totally gone in a different direction, which I won’t on this show, but I also teach entrepreneurs how to license and scale their content programs and systems. And every single one of them has a different place where they build those systems. And so what I’m hearing you say is it click up,

could possibly be a place for those of you guys that this is really advanced scaling. But those of you guys who are listening to this show who are licensing your courses, your content, you’re creating a certification program. All of these mixed level scaling could use a software like this to really streamline the distribution of your processes and templates a hundred percent. And you can even like,

you can like sell templates. You can share templates. I mean, you can do so much with it. And the reason that I really love click up above all the other platforms, I’ve, haven’t been in all of them, but I’ve been in many of them. And what I tend to find is kind of twofold. One click up is 10 steps ahead.

Of many of the other platforms, other platforms are coming out with a lot of the things click up has, but they’ve had it for months. So why not choose the software that is going to be 10 steps ahead. And two, it has a very, very, very customizable interface. The aesthetic of it. You can look at it in so many ways and customize fields and can do it everything in your own brand colors.

I mean, there’s so many ways to go about it. So I, I love it. I it’s just the, in my opinion, I clearly am a nerd about this platform, but I’m a huge fan. I’ve been in so many different ones and it just has proved to be the best and has the most robust options for what we need. Okay.

This is, I really love this episode. Thank you so much for everything you’re pouring into us. Okay. Before we wrap this up, I do have to say, I love the aesthetic side women entrepreneurs. We really like this side. Like, I really love the fact that I can change the picture on the back of my Trello board. I mean the stupid stuff like that makes me really happy.

So I love the fact that it does offer that option as well. And I appreciate you sharing this resource so much here. You guys, as you’re listening, we’ll make sure that we are going to share Brittany’s affiliate link to click up with you so you guys can go and play with it and try it out. There are three different words I would love for you to,

this is the circle back from the beginning, define for us as we close up this show. And I think that the clarity and the definition of each one of these, whether whoever’s listening is new or established is going to be very, very helpful. Can you please define the difference between a platform, a system and automation for any of our listeners that aren’t crystal clear on these saints?

Absolutely. And it’s really common to not be crystal clear on this because some of these buzz words right there, total buzzwords are used interchangeably when they shouldn’t be. And so it’s confusing for most people. And so what I have found is that if you’re not clear on what each of those are, it can be really difficult to know what you need or ask for help or find the right resources.

So I’m really passionate about helping find clarity throughout these. So let’s start from, you know, a platform. So a platform is like a click up, right? Click up is a platform. Or of course there are other platforms like, you know, later first scheduling on Instagram or depths auto active campaign. There’s so many, right, but having a platform does not mean you have a system.

It’s really how you utilize the platform that you can create systems within a platform being signed up on click up does not mean you have a system being signed up on any software does not necessarily mean you have a system. You can create systems within the platforms. Like we create systems all throughout clicker and they can go hand in hand, but they are different things.

So a system is something that can actually be documented, right? A system is something we can put into an SOP that we can duplicate and do over and over again. And then an automation of course, is something that is going to be automatic. But again, it’s different. Not all of your systems are going to be automated. Some of your systems are not going to be automated and that it can still be a system.

It doesn’t have to be automated to be a system and you can house. So an example here too, all three of these things can go hand in hand is within click up. There are automations. So you can have the platform I’m just using click up as an example here, you have to pay me to say this, but wish they were. So you could use click up as your platform.

You could house your content creation system in here, and you can have automations in here as well to move things accordingly. So they can all go hand in hand. They are very different things though. And so I think being able to define those is really, really helpful. And being able to talk about things. Yeah, I love it. I wrote down that quote,

having a platform does not mean you have a system. And I think that is so powerful and that’s really a great way to wrap up today’s show. Of course my like business coaching minus went crazy. Now I actually want you to reach out, to click up and have them sponsor a room on clubhouse in pay you to talk about it. Like, let’s get this right.

So click up, we’re going to tag you in this and you need to be, listen, you need to hit Brittany up, sponsor her clubhouse rooms because it’s, it’s good for everybody. So, all right, well, I just really appreciate your expertise so much. And we are going to be live in clubhouse on June. What did we say?

I think it was June the night at 12 o’clock Eastern time in the club that goes with this podcast. So this podcast club is called the sweet life entrepreneurs club. Search it up on clubhouse, hit me up, hit Brittany up, like send us a DM. If you want to know where the club is because Brittany sent me coming in live and we’re gonna be taking your questions from today’s show.

And this episode is going to drop on Monday. You have two days to listen to this and come in and let Brittany roll up her sleeves with you and help you guys get your SLPs and systems in place, you know, answering platform questions, whatever it is, we are here to serve and support you. Not just listen to this show, but to implement the show and put it into action.

So now you have a couple of, you have a resource as well, and I’m going to make sure all the things that we’re talking about here in the show notes for you guys. So what is a free resource you have for our listeners? Yes. I have a pretty doozy guide. It’s called five systems to take your business from scattered to scaling.

And it goes a little more in depth into all five of the systems we touched on at the beginning of this episode. And then also I actually include in the guide my own SOP templates. So there you go. Yeah. I’m so glad. Oh my gosh. An SOP template. Okay. So all of the show notes are going to be found@sweetlifeco.com like on the podcast.

And this is episode number 230, and everything’s going to be in there for you as well. But we want to see you guys in clubhouse, even you, Android users are getting invites now. So we want to see you guys in clubhouse. And if you need an invite, hit me up on Instagram. We have actually a lot of club invites they’re releasing to us.

So we’re excited. You can RSVP for this event and we’ll get you an invite to that, Brittany, thank you so much for your time. I’d love to everything we’ve talked about and clearly appreciate you confirm me. I’m not totally crazy about the way I’m supposed to be doing things and just really appreciate all your expertise, how clearly you explained things and those you guys who are listening,

please follow Brittany, pay her and follow and just thanking her for her expertise in Korean and tossed bang. It’s great. Thank you. I appreciate you. Thank you. Have a lot of fun.

Episode 229: Creating Your Strategic Financial Roadmap For Your Business – with April Beach and Arnesha Bobo

Arnesha Bobo SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Check out CFO for Women’s Small Business Resources

Who This Episode is Great For:

This is a great show for small business owners who are looking to scale but they’re missing the strategic foundational plan. 


When it comes to entrepreneurship, people just start working. But, sooner or later when the time comes to scale, 60% of businesses realize they are missing a strategic financial plan and the foundations needed to move forward. Today’s guest expert Arnesha Bobo, Founder of CFOForWomen.com breaks down her Smart Financial Roadmap and the first 3 steps to building your strategic plan in detail. 
If you don’t know your numbers, don’t know how to analyze KPIs and you want your business to grow,  this is an ideal business coaching episode to get your foundation in place.  You’ll be surprised that the first steps actually have nothing to do with your numbers at all. 

At the end of this episode you will:

  1. Have 3 clear steps to start creating a clear financial plan
  2. Understand how vision and core values must be part of your financial plan
  3. Be aware of the 4 numbers you should know every month in your company

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate This week on episode number 229 of the suite life entrepreneur podcast. We are talking with Arnesha Bobo about how to create strategic financial plan for your business. Now, this episode is incredibly important because she actually says it’s 60% of businesses come to her.


Who’ve already been in business for an extended period of time and never have a strategic financial plan. So in this episode, Arnesha breaks down everything that you need to know, and the first three steps to create your strategic financial plan. So the reality is as entrepreneurs, we just kind of get in there and start doing the work, doing the business,


selling the service and miss a lot of foundational steps. But when it’s time to scale your business, or when it’s time to get funding, when it’s time to apply to be a member of, of some sort of a, a board or an organization, people are going to want to see your numbers and you need to see your numbers in order to continue to be profitable.


And then this is the episode where we dive in and help you really start building that out. And so that, you know, the process that you get to go through in order to fully take control of your numbers and your business. So let me give you an indication here of who this amazing woman is. First of all, yes, I met her on clubhouse.


I know don’t laugh at me. We are going to be going live in clubhouse on Wednesday that this show airs again. This is episode number 229, and that is going to be Wednesday, June 2nd, 2021, 12 o’clock Eastern time. Join us in clubhouse because what we’re talking about here, I understand that you might have some questions. So it’s really important that we are then taking this from just a podcast,


this one way conversation and giving you an opportunity to really workshop with our Neesha, to get your questions answered. And so Wednesday, June 2nd, join us at 12 o’clock Eastern. Let me give you an idea of who this amazing woman is. She tells her story. So I’m going to summarize this here, but our niche as a small business CFO in strategic planner,


she works with women, led organizations who are ready to gain visibility in their finances and build a smart growth strategy together with her clients. She focuses on three key areas, capital structure, profitability, and growth planning. She is absolutely amazing. I know that you’re going to love her. And I’m so excited to invite you to tune into this episode. Again,


as we always say, all the show notes can be found by going to Sweetlife co.com. This is episode number 229. So all these links, everything that we’re talking about here are going to be waiting for you on tap. And if you’re a new listener to the Sweetlife entrepreneur podcast, thank you so much for coming. I’m April beach, founder of the suite life company.


And I am absolutely stoked to have an opportunity to welcome you on this show. This show we’ve been named top 50 moms in podcast, but the show isn’t just for moms, all of you are welcome here. And we deliver a business strategies and trainings that other coaches charge thousands for. As a matter of fact, this podcast is part of one of the giving missions of our company.


And we’re pouring into you week after week for four and a half years straight so that you know that you can take the business trainings and strategies that you hear here, here on here, here, here, here on this show, and truly implement them and take them to the bank. So thank you so much for tuning in. Thank you for being a subscriber of this show.


And I appreciate you so very much. Now let’s go ahead and dive into today’s episode. All right, friends. We are joined by my new clubhouse friend. Yes. I know another new amazing club friend that I have met. And so grateful for clubhouse are Nisha Bobo. And she is here because of the fact that she has been in clubhouse rooms with me,


literally drilling down on what women need to know about their money. She is absolutely amazing. She’s a CFO for women. I can’t wait for you to meet her. And today on the show, we’re talking about creating a strategic financial roadmap for your business. And our Nisha is going to walk you through the steps in order to do that. So, or Nisha,


thank you so much for coming to the show. Thank you for spending time with me here and all the time that we’ve spent together on clubhouse. And tell us a little bit about you and what you do. Yes, absolutely. I help women become better leaders in their business by improving their decision-making women are the fastest growing demographic of business owner. Yet they are the least paid.


They’re not growing in other industries. And most importantly, they’re not getting access to funding that they need to help either grow their business or expand in other markets. So I help women. We’re all things, money with all things, money. I love that. Okay. So reminds me. I was actually in a meeting a week ago with an author of a book it’s about the new entrepreneurship and he was talking about women and minorities and immigrants as well coming in,


and that they don’t have funding, but this gentleman who funds a lot of regular business was saying, they’re looking at ways to create new programs to do that. So just decide now, but it was very interesting to hear and just triggered me to say that because I do think that the funding hopefully is coming around, but like what we’re going to talk about today,


there’s a lot of things that every business owner needs to do to get their ducks in a row before anybody will even pay attention to fund them. And those are the things you’re going to share with us today, but tell us a little bit about you and you know, really how you got into this, why you started your company and your, your journey about getting yes,


absolutely. I have a 14 year corporate accounting career. So I’ve worked with very large companies. I’ve managed multi-billion dollar portfolios. And when I first started my company, I was at a nine to five or so I was a part-time entrepreneur, like many businesses starting out. So I would, you know, work my full time job, my nine to five.


And then I would go home and work on my business, five to nine, how I became a consultant. I actually work with the procurement department for some corporations. And if you are familiar with the procurement department, that’s the department you go through as a business owner to get corporate contracts. So you have to go through a procurement process, you have to register your company with them.


You have to submit financial information, you have to apply. And then you start bidding on different contracts that they have. So you can do this at a corporate level, government level, city, state, and federal, but I was at the corporate level and I noticed a lot of businesses did not qualify to do business with these corporations because their business head,


no proper foundation. So they were not set up correctly. They didn’t have access to financial information because they only met with their tax accountant once a year. So I found myself a lot of days working with business owners to set their foundation up just so they could do business with that corporation. I am not a gatekeeper. If there’s an opportunity for me to help you come on and come on,


but I want to make sure that everything is done correctly. So that’s how I started my business is helping other small businesses get into these corporations to do business with them. And then it started to grow from there. I later joined a national organization for women. It’s called<inaudible> the national association of women business owners. And I joined to become a better business owner because I had that corporate mindset and everything was structured,


but I wanted to learn how to be a business owner. So I joined this organization, you know, attended some events, was able to do a couple of reasons, patients or answer questions that event. And I caught the eye of the president at no idea that she had watched me or she, you know, I was on her radar. Well,


she asked me to join the board. And as I actually, yeah, I joined the board as a financial secretary. So I was responsible for doing all of the financial reporting for the organization at our chapter level. And I started working with a lot of female owned businesses. So that’s how I, you know, that’s why my core are women because I was able to help them birth.


And I’m a woman. I love women. I love to see women win mommies, aunties, everybody. I want all women to win because I coming from corporate America and just seeing the huge disparities between men and women, the earnings, all of that, I was like, oh no, any opportunity I can help women. I’m going to do that.


So that’s how I kind of got started. And I actually left the organization because relocated to Atlanta. So I’m in Atlanta, Georgia, the home of entrepreneurship. And I actually joined another business organization. It’s called the Atlanta black chambers. It’s a chamber dedicated to helping black businesses grow coffee. I have the executive director of course started. So, you know,


do a lot of great, amazing things. Patients with the chamber got into leadership. So I chaired a couple of committees. I co-chaired another counting the financial services committee at one event. One of my chamber members actually invited me to speak at an event because she was a program manager for a city accelerator. And I was able to get a contract with the city.


So I got my first contract sole source. I didn’t have to go through a bidding process. And that’s one of the longest standing contracts that I have. So now I teach a financial consulting to new and small businesses here. Wow. That is an amazing story. I mean, your story is just amazing. There’s so many things that people can take away from that story alone.


And I think that like, it is remarkable. You are clearly very good at what you do, but I love the part of it where you just did it and people recognized it because you did the work and people recognize you for just like being true, doing your skill, doing the work and connecting important into others. Yes. Thank you. If I was building a personal brand and didn’t know that I was building a personal brand.


Yeah. You had no idea. That is so amazing. That is so cool. Congratulations to you. And I hope our listeners are like, okay, like I can do this. Like there, isn’t always some big, huge, hidden strategy behind it. It’s just leading with what you know, doing good work and pouring into people and you get recognized and you get elevated.


You get brought up. Yes. We could just end the podcast. This is today’s lesson, boys and girls. Oh my gosh. Okay. So you currently teach businesses on a regular basis. How to get their financial Jackson row, how to get their foundation in place. You do it on clubhouse all the time. If you guys are not following our Nishawn clubhouse,


please make sure you do that. Is it our Nisha Bobo? Yes. We’ll make sure that’s in the show notes for you guys as well. Plus of course our Nisha is going to be going live with us in our suite life podcast, clubhouse room though, week this show drops and you get to connect with her even more directly and bring your business questions.


So that’s just a side note, those of our listeners that know that, and can’t wait to have this conversation in a live setting. So you can get a chance to really workshop with our listeners too. So what we’re talking about today is really creating a roadmap for your business. And you have a method, you have a way that you bring businesses through this and it’s so important.


And when you explained it to me, kind of behind the scenes, before we started recording, I was like, oh yeah. Oh yeah, that’s really, really good. So today you’re going to guide us through really the first three steps of that process of that business roadmap. So why don’t you go ahead and get us started here for those of our listeners.


You guys should have a pen and paper, please make sure you’re taking notes or if you’re driving or at the gym or wherever, you know, you can always come back and replay this. So what is the first thing businesses should do in order to really start creating a great foundation? Thank you. Yes. So the very first step is creating a solid foundation.


I work with hundreds of business owners a year and they, most of them just get into it. They just get into business. You just started doing it. There was no business plan. There was no page today. Your business is not registered. You don’t know which state you’re at should pay taxes. And like they’re all over the place. So I’m going to help you right now,


create a foundation, a solid foundation. You need a business plan or some type of strategic plan, right? We’re known in our industry for strategic planning. That’s our jam. We do strategic planning from the top to the bottom of your organization. I have a top down approach. You need a plan. The very first step of creating your foundation, whether you are a new business established business,


you’ve been in business 15 years, every single year, you should have a plan. And that plan should start with your vision. What is your vision for your company for this year short term and long term, right? Where do you want to grow this year? What do you want to accomplish this year? What do you want to improve this year?


What do you want to be this year? What is your vision? Create a vision and stick to it because you are the leader of your organization and your team is going to follow you in your leadership style. They need to understand your vision. They need to understand where you’re trying to go. I had a meeting this morning with my marketing strategies that I just hired.


And I sent her my strategic plan and she was like, oh my God, I’ve never had this happen before. Right. Never had a strategic plan. It lists our goals, our objectives, everything. I want her to have clear direction on what I need her to do for my company. I absolutely love that. Okay. I totally geek out on that whole entire thing.


As you know, like we do strategic planning when it comes to drill out Venus suite of offers. And we were talking about this behind the scenes too, but like the whole financial side of it is so big and there’s so much more of a process that people don’t even talk about. And I’m not an expert in that I don’t, you know, build out their,


their financial plans. And so that’s why, like, I’m just geeking out on the whole strategic plan thing. So let me ask you a question here. And this is, I think a lot of our listeners, we have businesses that are scaling, who are listeners. We have brand new businesses when we are talking about guilt or like, this is a problem.


Like when is it usually with, and sadly, this is the case. Although it shouldn’t be entrepreneurs, aren’t very proactive on the things that, you know, we really just don’t want to do that. Isn’t fun. It doesn’t feel like we’re creating anything. So obviously they need to do this in the very beginning. Every business should be doing this in the very beginning,


but honestly, how many businesses do you guys have coming at you that have been in business for a long time? And they don’t have any of this? I’ll say about 60% because, and the reason why they don’t have it in a place, like I said, when they start off, it just started doing business. There isn’t a roadmap in place.


You just started doing business because you are good at it. Or you don’t really think it through or plan it out. And typically when you start to hurt in business or something goes wrong or not making the money yourselves or not increasing in your conversion rates are low. There’s a problem somewhere. And you need to just pause, pause so we can figure out what’s not working where the issues are and create a plan to fix that issue or implement some type of solution that will fix that issue.


But if we don’t know what the problem, if you don’t have visibility on the problem, and you’re just trying to figure it out, that you’re going to continue to build yourself in a hole. So you need to just stop and figure out what’s going wrong. I’ll use myself as an example. I struggled with creating content because as an accountant, when I first started my business,


I sounded really technical. My language was very technical and my content was not combining. I hired a content strategist. I was like, because look, I have tried Facebook. I’ve tried Pinterest, I’ve tried this. I’ve tried that. And I’m just not seeing the conversions or the view. I’m making the money. That’s not the problem. It’s the view.


And she was like, oh, this is the issue. And this is the issue. But I had to hire an expert to tell me where the issue was. And I was like, oh, okay. So now we have a map in place. Now she’s like this. We start here to create this and you create this. And this builds on that.


And then boom, there’s that content static every over, like over the next, maybe seven days, I saw a drastic improvement on our views. I was like, okay, thank you. I love that. Okay. So you guys are listening. If you haven’t done this yet, like, don’t feel bad. Don’t feel guilty, but it’s probably time to stop.


If you don’t have this financial foundation as our Nisha is saying and place, all right. So after this strategic plan is created, what comes next? What’s step number two, that people should really start diving in to understanding. So step number one is creating the foundation, solidifying your vision. After you create your vision, you also need to create core values and smart goals.


Your core values. You know, this is how your compass is what your company believes in. This is what you support. And this is how you pretty much operate. We have six core values in our company, and I always work with a business to create them when we’re going through the strategic planning process. So step one, creating a foundation, eat a vision,


core values, and smart goals, right? And a lot of times with the goal planning every year, every January, we all get excited. We’re going to create these 15 goals and we want to achieve all these things. You have to structure your goals and organize them, right? You don’t need 10 goals. Maybe you just need three, three short term,


three long term. That’s six that’s enough for the last year, the entire year. So creating those goals is enough, right? So step one, foundation, step two. We’re going to get into business performance. You need to analyze and assess your business. So once we solidify your vision with your company, the next step is I’m going to do a full,


I’m going to analyze your business top to bottom. What’s not working in operations. What’s not working in finance. What’s not working with you. Hiring people. I’m looking for missing processes. Do you have a hiring process in place? Because if you don’t, you’re probably not compliant with the state you’re operating in, right? Do you have a business budget in place?


Do you understand how much money you’re projected to make? How much are predicted to spend and your contribution margins? Do you understand your profit margin? So we get into some KPI reporting. I’m a numbers person. So I’m going straight for processes and then numbers. So making sure you have bird’s eye view and business owners, they typically only want to know how much money they may,


how much is left over and how much they only taxes. There are so many other moving it’s telling me this. I’m fine. Just tell me the rest I’ll be on. I’ll be on a beach somewhere. Yeah. Just give me those three things and we’re good. Oh my gosh. Those three things are, there are still other factors that you need to understand total income,


right? What are your top revenue performing items? If you offer, if you have a full product landscape by April, you work with businesses to build out their product suite. So business owners need to know what are their top performing, you know, products or startups. Don’t just dump everything in sales, right? That you need to see everything listed out expenses.


What are your top expenses, right? How much of your expenses contribute to your labor? What are your labor margins? If you have a team, how much is your team costing you? Right. I know for a fact on a 70, 30, no product that I released is going to cost me more than 30% of their product so that I can remain 70% profitable.


That’s how we build our service landscape. I’m not reducing my total projected income or increasing additional costs. Say that again. That was so powerful. Can you say that again? Cause I want to make sure our listeners did not just pass that up. Okay. So listen to this financial structure for your products. Okay. So what is your, what is your,


when are your numbers right? 70 30. So that means out of a hundred percent, it only costs me 30% to produce my services so that I walk away 70% profitable. That’s a very small conversation around pricing, which that’s a whole different conversation, but you need to understand your profit margins going in. How much is it going to cost you to produce this product or service?


How profitable do you want to walk away be? So I know every time we create something, whether it’s a bootcamp, a group coaching program, authoring a book, whatever it is, we’re going to walk away. So many percent profitable. If I cannot do that, I need to restructure the cost. Amen. Yes. And this is a thing,


and I was actually speaking to a client about this this week. And we talk about it all the time. Like in your clubhouse rooms, I was in there and you were talking about this. The thing is, is that when we’re, most of our listeners obviously are online, businesses are offline going online. And so what I tend to see is that they purchase so much software and they have no idea how much money they’re spending on an ongoing basis as well,


and what they actually need to use to produce that particular offer or a product. And so this whole entire conversation is, is just so helpful. So thank you again for being here, talking my best today on the show. Okay. So know your numbers and like down and dirty, what are the numbers that people need to know? So knowing your total revenue,


knowing your total income, how much money did you make, even if you use a lot of payment gateways, like, Hey, Pao, Stripe, square, collectively, you need to know your total income, right? You need to know number two, your total expenses, how much money are you spending? Like you just mentioned, April people use all of these tools.


We downsized all the time. I have what’s called shared services. So if we are creating digital products or consulting services, I want to utilize the same system. So I can just do a percentage allocation across the board. I’m not going to implement a ton of systems because that affects my profit margin. So total expenses, total income, and your bottom line.


The difference between your total income and total revenue is your bottom line. Are you operating at a net loss or are you operating at a profit? You need to monitor that every single month because that’s going to affect you at tax time or when it’s time to seek capital when it’s time to grow. When it’s time to have the bit management conversation where you want to apply for funding,


you need to understand your bottom line and all the factors that positively or negatively impact your bottom line. Yes. And a lot of businesses right now have also spoken to clients about this. As far as that, the relief loan, like the COVID relief loan. Like if you don’t have these numbers and you don’t know if there’s been a loss or a decrease or whatever,


then you know, they aren’t there. Aren’t qualifying for some of this really powerful cash injection that they can get it. They weren’t in 2020, they can get into their business. So, so important. And then KPIs, can you really like dumb that down? Explain that. So people really understand how to look for this in their own business. Yes.


KPIs are key performance indicators. So these, there are ratios to help you analyze areas of your business. Like your have revenue KPIs, you have labor KPIs, you have production KPIs. So when I say KPIs like they’re in ratio form, so you’re just taking numbers and providing them over to percentages. My favorite is revenue growth. How is your revenue growing period to period when,


I mean, period, every single month is your revenue growing month, month, month, per quarter, or a month to a year. So how is your revenue growing while your a monthly recurring revenue, each department of your business is going to have their own KPIs? So you have financial KPIs, which I monitor. You have operational, you have logistics depending on the nature of your business,


traffic to conversion. So there are different types of numbers. It depends on your operations, you know, marketing, they’re going to look at visits to conversions or visits to sales, to figure out what’s working. What’s not working in this particular marketing strategy or marketing campaign. So just understanding how to analyze your revenue and your income, or all of your numbers for your business in a percentage capacity.


And don’t worry has a guide. We’re going to make sure that you have so that you can really start diving in this and make sure that you guys are taking action. As you know, here in the show, like we’re going to give you the step-by-steps business trainings here, things you can look for, but then, you know, it’s your job to go and implement this.


And so our Neesha has a guide. That’s going to really start walking you through that process. We’ll make sure that you have a link to download after we’re done chatting here. Okay. And then what is this third step that you recommend businesses go through? The third step is creating a long-term plan. So once you have you slip out of your foundation,


you’ve created a operational plan for the year. It’s time to think long-term and long-term in the, the mains of everything, right? Capital are you, do you have the right capital structure? Do you have the right money in place? You have access to excess capital like lines of credit and business credit. Are you able to grow that you have debt in place?


Are you able to properly manage your debt? One of my clients incurred a lot of debt over the last few years. So we put together a very aggressive bit management plan to reduce their bit because it was affecting her bottom line. So you had this heavy umbrella of debt over your business. And if you’re in the rat race every single day. So being able to create opportunities to reduce that debt without hurting,


you know, operations, too much team, your team and operations capacity planning, what is your team doing now? What can I do better in the future? And how long can they do it? Right. We have a lot of technology that’s coming down the pipeline. A lot of AI, what can be automated in your business for us? We actually started out as a bookkeeping firm.


So we started out providing bookkeeping services and we’re quickly able to scale up to CFO services because a lot of bookkeeping services offer automated bookkeeping. So we’re doing the day to day, that can be done automatically. You don’t have to pay a lot of money for that, but the strategy and the planning you’re going to spend money on because a computer can’t tell you that you have to have somebody to sit down and read through the numbers with you and read through your operations and fill in that.


So number three is definitely planning for the loan term. Wow. What a powerful thing. I mean, that must feel so good for businesses to have you go in there now probably virtually and be able to help them unpack what they want and hand them a strategic plan to get that. I mean, just like for a second, you guys listening, like imagine what that would feel like to you to have somebody like our Neesha come in there and unpack all of this for you and what you’d walk away with.


And no, I don’t get like commissioned for making sure. She’s just saying, you know, like imagine how much that would take off your plate of wondering what you’re missing. See, here’s the thing I find that most business owners worry so much about the things they don’t know that they’re missing. They don’t even know specifically what they’re worried about, but they know that they don’t know enough about certain things that they don’t know enough about.


And they know that they’re there in sometimes business owners, even clients of ours, who’ve been in business for years and years. It’s like, they’re waiting for the other shoe to drop. And that is no way to run a business, especially creating a business. That’s going to skill you into the future. So I love everything that you’re saying. And it’s so incredibly important that businesses go through this process.


And after they figure out their long-term plan, you guys are Nisha has a full guide. That’s going to go into detail, but just really, really like top level. What are the next couple steps that people go through in this process? The next step will be assessing your tech deck. So what is what tech interviews is using? You know, do you have outdated processes?


Do you have outdated systems? A lot of times we found that companies that have smaller team, they have a team size. That’s unnecessary because too many people are doing too many manual things. There’s no automation in place. There’s no, there aren’t any sequences set up to trigger this action. When you have poor outdated processes, you have unhappy employees, you have a lot of manual work.


That’s costing you a lot of billable hours for your company. And most importantly, you have people doing a job that could be automated. I was an unhappy employee in one of my corporate dives because the tech was just so old and it was so manual. And I was just, this is, I felt like I wasn’t living up to my potential because I was trying to figure out how to automate this process instead of doing the actual job.


And you don’t want unhappy employees, you want people that are happy to do the work for you to help you in your organization. And they can help take things to the next level. Asset protection is another one, making sure your intellectual property is protected. I just had a meeting with my attorney because we were talking about some programs I want to roll out.


And she was like, make sure you send the prelim over to me so I can look at it to make sure it’s part of our IP deck. So making sure that your IP is protected and then last but not least for my small businesses tax planning, please, please, please free tax plan. That’s why no longer a number is important. You should not wait until tax season to know your numbers,


especially in a year like this. When we had an administration shift, we are in a pandemic there a particular way. Things have to be calculated. Are you ahead of the game? Are you being reactive or are you being proactive? I would prefer for you to be proactive when it comes to the pre-tax planning phase. So those would be the remainder of the steps in the rule.


Wow. Okay. So today we talked about creating a strategic financial roadmap for businesses and you are the founder of CFO for women and everything was so informative today. You’re always just giving so much not, you know, we say that I’m also giving so much value. Well, yes, it was incredible value. But today I just appreciate you so much.


And you do this in clubhouse as well because you really, really dialed it down to the tactics. It’s not just all about idea or strategy or what needs to be done, but it’s going through the tactics. And so I appreciate your time so much on the show today and how can people find you? And we’re going to make sure the links to your download are in the show notes as well.


So if you’re driving, you can’t write this down. No worries guys, but how can people really connect with you more? Absolutely. You can always find us on Facebook, Instagram, and Twitter at CFL for women. Those are the handles for those three platforms and I’m on clubhouse ads. Our mission speaks up there every Monday at 3:00 PM. I am also there some Tuesday evenings hanging out with April,


but I’m always there. I’m just slide in my DMS. If you have any questions, I’ll make sure you get access to the right resource. If you are in the city of Atlanta and you are a new or established business, but you need some additional support, you can contact the urban league, the entrepreneurship center and register for one of our free accelerated programs.


This is about $20,000 worth of free training for you and your business. I am one of the coaches for their program. So please come out and receive the assistance. That’s why you can find me. Wow. Yeah. Luckily Blog that goes out every first, Monday of the month, it’s called your bottom line. So you can go to www.cfoforwomen.com and click on blog.


It’ll take you straight to our blog. So we upload a blog every single month to help you get access to resources and strategies for your amazing, amazing, thank you so much for being a guest on the show. And this is Sweetlife entrepreneur podcast, episode number 229. So everything that our Nisha just said, and you weren’t able to jot that down will also be found@sweetlifeco.com


click on the podcast. And this is episode two 29, and don’t forget to join us. Live in clubhouse under the sweet left entrepreneur’s club on Wednesday, the week this show drops, I’m looking at my calendar right now. I think we said, that’s going to be June 2nd, Wednesday, June 2nd, at 12 o’clock Eastern time. And Arnesha and I are going to be in there taking this conversation a bit further and strategically there to make sure you guys are getting your questions answered.


So thank you so much for joining us Arnesha. I appreciate your time and expertise. Thank you so much for having me

Episode 228: Unlocking Your Potential To Achieve Your Goals and Dreams – with April Beach and Ashlye V. Wilkerson

Ashlye V. Wilkerson SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Join Ashlye live in our weekly SweetLife Podcast Clubhouse room on Wednesday, May 26th 12:00 ET

Who This Episode is Great For:

This is a great show for women who know they are called to lead and need a plan to accomplish their goals.


Goal setting is only as good as the plan you have to achieve them, your personal drive, and self-ownership of your goals to assure they come true. When it comes to building your future, you are the driver of that car and sometimes life and business get off track. In all cases, to get where you really want to go, you need a map that’s customized to your personal destination. On this week’s show Ashlye V. Wilkerson, empowerment and leadership coach for women, shares her Phenomenal Women Leading Pink Print Process™: 4 proven steps to get from where you are to where you want to be.

At the end of this episode you will:

  1. Have framework of Ashlye’s Pink Print™ Process and know how to apply it to your life
  2. Have immediate steps you can do today to make positive change in your future
  3. Get tips on ways other entrepreneurs measure their goals to create your very own success measurement system

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

Need faster business growth?

Schedule a complimentary business triage call here.

Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate Welcome to episode number 228 here at the Sweetlife entrepreneur podcast. I’m April beach host and founder of the Sweetlife company, where we give you proven tools and strategies to design, launch, and scale your business online for 26 years collectively with our business and four years here on the podcast.


Thank you so much for joining us everything that we’re going to talk about. All of the resources, if you’re a listener, you know that you get a lot of gold from this show. This show is known for delivering business trainings and strategies that you can take to the bank, but business coaches charge thousands for you. Get them all here, free on the show.


So because of that, I want to make sure you know where to find the recap and the links and the resources mentioned on today’s episode, you can cruise over to sweet life co.com simply click on podcast. And this is number 228 today on the show. This episode is for entrepreneurs in the first three phases of my sweet life business system of the start to scale up online business system.


What does that mean? If you haven’t yet? We have a very short self-assessment that you can go take very simply by going to Sweetlife co.com forward slash quiz. And it will tell you exactly what phase of business growth you’re in and based on the base of business growth you’re in, there are certain things you should be focusing on this particular show falls into an appropriate tool for you to be focusing on if you were in phases one through three of that business system.


So that’s where you can access it. Make sure you’ve done that all the resources are of course, proven, trusted, and they are available to you completely free again@sweetlifeco.com forward slash quiz. So today on the show, this is what you can expect. We are talking about unlocking your potential in achieving your goals and dreams with the one and only Ashley Wilkerson. I can’t wait for you to meet this powerhouse woman.


She truly is dedicating her time and she’s dedicated her life to teach and elevate other professionals. And so she is such a gem and a treasure, and you are going to walk away with tangible tools. You’re even going to get access and understand her proven method to help women walk into empowerment and unlock their potential to achieve their dreams. She actually gives that to you here on the show,


and we dive in a little bit deeper to help you implement that process. So there’s a lot of great things coming to you today. So let me give you a little bit of an introduction. Ashley has received distinguished honors, such as being named the who’s, who among professional women, the state 2040 Columbia business, monthly best and brightest 35 under 35 national council of Negro women living a legacy award,


the ramp foundation education trailblazer Midlands chapter, the American business women’s association business associate of the year, Brooklyn Baptist church, millennial magic award, South Carolina, black pages, 2040 Columbia metropolitan magazine, top 10 Columbia young professionals, alpha Kappa alpha sorority incorporated. South Atlantic region married the vote in outstanding graduate member incorporated cluster seven leadership award United way of Midlands live United cheeky award and Columbia regional business report,


2020 phenom. Wow, she’s amazing. Let’s go ahead and dive into today’s show<inaudible> Hey, you guys welcome back to the Sweetlife entrepreneur and business podcast. I am so excited to be joined here by my new friend, Ashley Wilkerson. And yes, we met on clubhouse actually is an absolute rockstar. As a matter of fact, she’s one of these people that,


you know, those people like you’re in a room and that’s the person walks in the room and everybody just gets happier because they’re there the whole atmosphere and the room is just like, Ashley’s here. Well, that’s what it’s like on clubhouse. You’re watching the video. You’re going to see this, you know, behind the scenes in this episode. And I’m so excited to have her on the show.


Ashley, welcome to the sweet life entrepreneur podcast. Tell everybody about you, what you do and your superpower. Thank you so much for having me. It’s such a pleasure, thankful for the opportunity. Love you April beach. And thank you clubhouse for club because I’ve had the opportunity to meet some phenomenal women such as yourself. So I greatly appreciate the here with the sleep life.


So I am a health and thought leader of the phenomenal women leading a community. It is a women empowerment community where we strive to help women become better versions of themselves, unlock their full potential and achieve the goals and dreams that they have for themselves and their lives personally and professionally. So it is an honor to serve as a coach, to the ladies in my community,


as well as a mentor and a friend, everyone in the community does not necessarily need coaching itself. They may be a part of the community for the support for the empowerment for the connections network with others is so there are different reasons why people join the community, but they do have the option to utilize the coaching services if they need to as well. And you know,


I know it’s such a fantastic resource because on clubhouse people actually come in the rooms that you’re hosting and talk about, oh yeah, I’m in your community. And I love it there. And I mean, there, there’s nothing more powerful as a coach than having other people who you didn’t even ask to be there, show up and be like, oh my gosh,


I love Ashley’s stuff. I love being part of this. So kudos to you for truly designing an engineering it place that is so real and safe for women to grow. So it’s amazing. The stories that I’ve heard people say about this community, and we’re going to be making sure you guys know how to tap into Ashley here. So let’s go ahead and talk about what business training,


you know, this, this show is known for business trainings and strategies that other coaches charge thousands for. And so our listeners I know, are fully excited to come and show up here and be like, oh my gosh, what is Ashley going to teach today? And so today you and your area of expertise, you are going to guide us through your framework.


And let me set you guys up for this framework because yes, I, I get to get a little peak to it before Ashley walks us through it today. But you guys listeners, you guys, you know how a lot of those coaches out there are saying, Hey, listen, you know, really live your dream life or walk into who you are.


And there’s a lot of motivation. There’s a lot of amazing inspiration out there, but there is a gap between where we want to be and actually how to get there. Well, what is so special about Ashley is she has a method and she has a framework to actually guide you to that process. And you’re going to get a sneak peek of that framework here today.


Actually, can you tell us just a little bit about how long you have been working with people and how you really got into this space of, of guiding women to empowerment and achieving their goals and dreams? Absolutely. So my background is actually in early childhood education and psychology child psychology. And so I’m a former kindergarten, first grade teacher and that’s how I entered into the space of education in the field of education.


But then as my career evolved, I became a teacher trainer. My first year teaching the school district hired me to lead a series of professional development sessions, teaching other teachers how to best teach reading. And a lot of the teachers were senior level teachers, meaning they had over 10, 15 years of experience and I was a first-year teacher leading and conducting those sessions.


And so in that moment, that’s when I developed a love, not only for children, but a love for adult learners as well and the entire continuum of education. And so that is really the core part of everything that I do. I believe that education is my true framework. That’s my pillar, that’s my foundation. And I bring that into everything that I do even as I facilitate and moderate sessions on clubhouse education is a part of my moderating style on clubhouse.


So that’s where I started with bringing adult learners into the fold of what I do. And from there, I ended up transitioning into higher ed. And so from teaching those professional development workshops, hosting conferences, leading seminars, developing curriculum, I then transitioned into the higher ed space. And I became a adjunct professor, a professor, a sitting on a university board of trustees and being really ingrained in higher education and the adult learning process.


And so transitioning into that, I initially taught in the college of education, but then I was approached by our local women’s college. And they asked me to do something that no one ever asked me prior to them, which was, Hey, can you develop a course for our women in leadership studies? Hmm. Interesting. You want me to develop that course?


Because my background is in education. So the courses that I usually develop are pertaining to education it’s early childhood and elementary education and they say, yes, well, your background is education, but you’re elected to a university. It’s a state level board. You’re the youngest, you’re the only woman of color. You lead leadership initiatives in the area you’ve completed different leadership preparation programs.


You would be ideal to lead the charge for developing this course and you’ll serve as the inaugural professor. And so I said, okay, I’d be happy to do that. But know that if I do that, I need the autonomy to develop the course as I see fit. And they said, sure, that’s totally fine. So I said, okay.


So I developed the course and I included an educational component. My husband always says that learning happens in a conversation. That’s what I sought to do in that course. So in that course, I didn’t structure it as me being the instructional authority for 14 weeks, I actually developed the course to include a panel discussion 10 of the 14 weeks. And what we did was I focused each week on a different topic.


And I feature women leading the charge in that topic area, in that area of expertise. And so one week it was women in religion. Another week, it was women in medicine. Another week, it was women in politics with another week. It was women in media. And so for 10 weeks I had women from all over the state of South Carolina,


come in, we had CEOs, we had senators, we had mayors, we had everyone doctors, attorneys, everyone from all backgrounds come in and they share their trajectory. They share their journeys, they share their teachable moments. They share their backgrounds. And that is where the true learning takes place. When we can glean from the insight of others, where we can learn from their experiences where we can ask them it real time questions that we have,


that’s how we then answer and unlock our full potential. That’s how we then develop ways that we want to improve, enhance what we do, what we offer, who we are or identify who we’re trying to be. So that’s how I entered into the space, but the course was for two semesters, it lasted for one year. And then that department was downsized in that course was not offered again after that.


And I became a mother of two during that second semester. And so I transitioned my schedule and I transitioned my life. And when I did that, the ladies missed the community because I actually opened up the courses. I opened up the sessions of the course for people in the community who weren’t students of my class. I made it open to the public and free admission.


So we had women coming in from all over to sit in and listen to these conversations. It’s a really grow and learn with the attendees and the participants and the feature speakers. And so I did that and they did not want the community to end. And so, as a result of them not wanting the community to EDD four years ago, it didn’t transition over into a Facebook community,


a small intimate Facebook community, a few hundred people. And then from there, it evolved into mentoring sessions and webinars offerings and our conference, our women empowerment conference. And so it just kept evolving and evolving based on the needs of the members of the community. And it grew even more so as a result of COVID and clubhouse, I say the two CS COVID club app.


And so I grew as a result of those two days, and now we have a platform on clubhouse. We have a platform on Facebook, we have touchpoints on other social media processes. And then we also have a targeted group on mighty networks through our mentoring circle. So it’s really evolved over the past four years. It’s evolved significantly. So over the past year,


as a result of COVID in clubhouse and yeah, that’s how we’ve started. Okay. So many this could go in a million directions from there. I’m going to, I’m going to hold to the promise of stain so that you can teach everybody your, your method here. A couple of things about this for our listeners. I think it’s really important for you guys to pick up on,


and I want to just highlight this. And what Ashley was saying is that you see the evolution of the process of business development. So often it is tempting to think that you want to start at the very end that you want to launch this thing. And it’s just going to be what it is. As a matter of fact, I had a client this morning that was struggling to move forward because she wanted it to be perfect.


She wanted it to be at the end, but it wasn’t an evolution of the business. And Ashley’s story is a perfect example, how your ideas and your intellectual property evolves and grows. And so this is just such a great example of such a powerful story. And so want our listeners to take that away. We could have just end the episode right there and just say,


see what Ashley did. It’s it’s so cool. So I, I just appreciate you sharing that so much. It’s just a lot of wisdom and business growth and development there. So as we’re sitting here right now, we did meet on clubhouse. I actually remember now, I think we’re in one of John Lee’s rooms and you were asking a question about mighty networks,


which is a whole nother conversation that we can have. And I think that was the first time that I ever saw you. And I love how you have curated a bunch of different places for conversations to happen. So smart, the way you’ve done that in here on the Sweetlife entrepreneur podcast, we’re extending the conversation too, as well with your method. This is an very important topic because of the fact that this is what every woman really wants,


but yet again, they lack the framework to get to this injury result. There is an idea there is this picture painted and there’s a feeling inside women of, of what they want to be and who they know they’re called to be. But there’s usually these barriers to get there in this process. So start guiding us through your process. First of all,


what is your process called so that everybody knows the phenomenal pink print? Yes. Okay. It is absolutely amazing. So this pink Framp process is Ashley’s and you ladies can bank on it. I will tell you, so, you know, kicking this off, you said the very first step in this process is really helping women to identify their goals. Can you walk us through the first step in this process?


Yep. So oftentimes, and I work with women on all ends of the spectrum. I work with a women who are transitioning out of college and they don’t know exactly what they want to do to begin their adult lives in their careers. I work with women who moms and significant others, and they spent a lot of time pouring into their children and their family so much so that they feel they’ve lost themselves,


or don’t quite know what they want to do next in their lives for themselves. And then I work with women who have had amazingly successful careers. They’ve achieved all the goals, they’ve done all the things, and they’re still stuck with what’s next, right? And so those are three different age points, but it’s really the same pain point that they’re experiencing.


Who am I, what do I want to do? Who do I want to become important aspect, an important element of our journey. And as women, we experience that element several times through, out our lifespan, our lifetime, our journey. And so really, really focusing in on what goals do we have and what do we want to do next is so important.


And you have to really map out what those goals are. And those goals are not just for your professional side, it’s for your personal side too. So what are your personal goals? What are your professional goals? Where do you see yourself in the next year, two years, three years, 10 years, 15 years. Where do you want to be?


What are the goals you want to achieve during that time period? Where do you want to go? That is so critical. And that’s the first step of the pink print is identifying. What are those goals? I have a question for you. Do you find that when women come to this place and they want to identify their goals, do they ever feel,


I guess guilt is the word I’m thinking of? Do they ever feel guilty or shy or embarrassed? Because sometimes I know the women have huge goals. Like I want to be a TEDx speaker, or I want to do these really big things. And are women sometimes afraid of actually sharing how big they really want to be, because they feel bad about that.


Is that something that you see very often? So I see a couple of things. I see the confidence. Isn’t always there to work towards or to go towards those things. And so they’re not confident in who they are, their abilities, their value. They don’t feel worthy of attaining certain things at high levels. They feel embarrassed sharing. They get caught into the comparison trap of,


I don’t have what this person has. I haven’t done what this person’s done. I haven’t attained with this person hesitate. So I must not be able to get those things. And so they get sucked into that comparison trap that happens oftentimes. And then ultimately, sometimes the issue really is being able to name exactly what it is that you want for your life,


what that desire is, and then be able to walk towards that safe. And that’s why the pink print is so important because it helps you to name it. It’s to identify. What’s a part of it. What are the components of it what’s required to achieve it. And then it takes you through that roadmap of identifying strategies for doing that thing in achieving that thing.


Wow, it’s so powerful. Absolutely. And I can imagine that that is you have a great deal of experience in all these different situations, all these different reasons why women come to the table with a big heart’s desire, but yet all the excuses are the reasons why that they maybe shouldn’t or don’t deserve to achieve or do those things. So again, why your pink print is so powerful.


So after somebody goes through this process of really identifying what those goals are, what’s the next step? What do they do? So then the next thing I have them do is to get focused, gain clarity, because it’s one thing to have all of these goals. But if you are actively trying to accomplish all of these goals, but they don’t contribute to each other,


or they don’t compliment each other in any way, then you’re going to find yourself And Running all over the place. Right? And so you have to gain clarity and you have to get focused in, in order to do that. I walk them through prioritizing their goals. All right? So all of these are goals. Ours. I have a lot of goals,


but let’s put these goals into priority. And that priority is up to how you see fit, the priority that you set for your goals. So it could be a time priority. It could be a finance priority. It could be whatever it is, whatever way you define that, how already system it’s neither right or wrong, it’s yours. So you identify how you’re going to define that.


And then you prioritize it that way. Once you do that, once you prioritize it, then you go through and you get focused and you gain clarity on these are my goals. This is how I prioritize it. This is my roadmap. Because now that you have this, guess what the books you read are going to be determined by this rooms you attend on clubhouse are going to be determined by this.


The conversations you participate in are going to be determined by this, the things you watch and listen to, they’re going to be determined, this, the actions that you take, they’re going to be determined by this. And that’s what clarity and gaining focus for you. Woo that’s Right. That’s so great. So powerful. So powerful. I mean, just,


I had somebody called the other day a shiny squirrel. So it’s this, it’s this shiny object and squirrel absolute fix. And I think also when women can, I don’t know, everybody relates and sees things the way I do, but I know a lot of us are visual and we need to see things. And when we actually see that pink print,


we can actually see it there. And there’s just so much power in, in having something come to life in this very clear action plan. Okay. So somebody has gone through this process, they’ve gone through the process. They have this clarity, they have their roadmap that you’ve guided them through. They are seeing things the way they have never seen it before.


Almost a simplified way. A very, like all the noises calmed down. They’re hyper-focused, their goals are crystallized what now? So this is the step where we actually develop the pink print itself. One of the words that I use in, within my framework is called smart goals. Okay. And so for smart goals, you’re breaking down the acronym, smart.


You are making sure you have all of the components that are a part of that goal. So you have the specifics, you write specific details, information needed for that goal. All right. And then the M is for measurement. How do you measure if you’ve achieved that goal? How do you measure your progress? If you are on track towards completion of that goal,


what’s the measurement that you’re going to use? The a is for achievable. Is this goal achievable for you with the time, with your effort, with your skillset? Can you achieve it? The next letter R is for realistic. All right. Is this something that’s realistic for you to do? Is it realistic within a time frame? Is it realistic within your skill set?


Is it realistic based on the measurement? Is it realistic based on the specifics of the details you’ve identified. And then the T is for time, you set a time for when you want to start this goal and you set an anticipated time for when you would like for this goal to be complete so time. So I use smart goals, which is a framework within my framework of developing your peat print.


And once you’ve already identified those goals, you’ve gained clarity. You’ve prioritize those goals. You’ve made sure that those goals are smart goals. Now it’s about developing your strategy within your pink print. So what are your strategies for achieving each one of these smart goals? What are those action items that you need to complete for each smart goal to be achieved? And that’s the pink print that is genius.


That is absolute genius. As someone who teaches people, how to develop frameworks, this is why people in your programs are so successful is because you have taken the time to truly create a transformational program for them using these frameworks and frameworks within frameworks. And I have a lot of listeners that are laughing. Cause we talk about frameworks within frameworks and methods within frameworks here on this show all the time.


And sometimes they get our listeners are like really confused about that. Cause they’re trying to do it. What’s the difference? What comes first, a method or framework? Well, this is a perfect example of how Ashley has brought this to life in her transformational program. So great, amazing explanation and job. So I have a question for you also, because this is constantly a topic you’re on the show.


Totally random question. How do you find people tend to measure their own results? What are some examples of the way people? Obviously the goal is different. So that’s going to dictate the measurement, but just generally speaking, if some of our listeners are like, gosh, you know, I really, I really want to start measuring my results. What are some examples of the ways people can measure their own results as you’ve seen your students do in your programs.


And so some of this is a probing thing and I have to probe out of them, what I really want, what I need to know about what they want to achieve. And so for instance, one of my clients, they knew that they, they wanted to sell their new book project, right? And some question for her was how many units do you want to sell?


And I said, Hmm, let me think about it. And I said, well, you need to identify, you need to know how many units you’re trying to sell. Because knowing how many units you trying to sell will help guide you when you are utilizing your strategies. And you are really targeting in on your book promotion, you’ll know exactly how many people you want to target.


How many groups you need to speak to. If you’re on track for selling the number of books that you’re trying to sell. And then I challenged her to take it a step further. Now that you know how many books you want to sell. I want you to break that down into three categories that you offer. How many paper book, back books,


how many hardback books, how many Kindle versions? No, what you are striving to do, and then identify the measurement. So if a business owner says, I want to increase my revenue. By how much, if a business owner says, I want to sell more products, how many units, if someone says, I want to lose weight, how many pounds,


if I want to save money, how much do you want to say? If I want to eliminate debt, how much debt do you need to eliminate? Knowing what that number in that measurement is helps you to then target in, right? If you’re trying to make an additional $20,000 a month and you have services and products that are 1000, 5,000, 10,000 a year,


trying to make an additional $20,000 a month. Okay? It’s different to say, I’m trying to make an additional $20,000 a month versus saying, I’m trying to close two, $10,000 clients, right? Close $4 clients to close $21,000 clients. Great example. We took our goal from I’m trying to make more money a month. I’m trying to make an additional $20,000 a month.


I’m trying to close $21,000 clients too. I’m trying to close five of four or $5,000 clients too. I’m trying to close to $10,000 clients. Yes. Yeah. A hundred percent. What a great example of that. What Ashley just shared. So bring it down, down, down, down, ask yourself more specifically, more specifically, more specifically such a great example.


Okay. So your students, they’ve gone through this point. They have their pink print, by the way, such a cool name of your signature framework. I love it. And they have, they have their phenomenal women leading pink print. Yes. What happens next? And I already know what you’re going to say. And obviously our listeners are probably like,


okay, well then they need to do it. But like, let’s actually talk about what this really looks like in real life. What’s what’s next. So all of my clients will tell you that I’d say three things to them. Number one, take action. Number two. Don’t let me work harder on your goals than you’re working on your own goals.


And number three, I will fire my clients. Meaning I will fire you. If you’re not taking action, I will fire you. If I don’t see you committed to your process, I will fire you. If you’re not making progress, I will fire you. If you’re not doing your homework, which are whatever the action items are. I will fire you.


If you’re not honoring your commitment in yourself and your investment in yourself a year time needed support into yourself, into things that you want to achieve. Make absolutely that you’re taking action that you’re working hard on your goals is that you’re honoring the commitment with yourself. Amen. That is so important. And I love that you fire your clients. I think that is such an important thing to do.


It’s almost like you’re, there you go. I’m going to fire you because something needs to change here. And I, and I, and what was your second thing? Don’t let me work harder on your goals than you. We’re going to, we’re going to get that out. That’s going to be an Ashley Wilkerson quote that goes out how good This podcast episode.


All right. So my team, as you’re listening to this, pull that quote out of that is like the winner. It’s just amazing. And there’s one other point you said, you know, as we’re wrapping this up in the beginning is that you said to me before, behind the scenes, before we started recording and I wrote it down, cause I was like,


it’s just so important. Is it? You said, we, we bring all of what we are to what we do. We buy all of who we are to everything we do to everything we do that is also so important because I think that especially those of our listeners that are transferring from corporate and really getting into entrepreneurship or those people who have been entrepreneurs for a great deal of time,


which is a lot of our most registers. Now in that scale phase of their business, there is this division where people think, okay, well this is life and this is business, but I love your philosophy. It’s a philosophy that my husband and I abide to as well and our family. It really is. It’s everything who you are, is brought into this.


And I love how you teach creating this cohesive harmony between everything we were designed to do for the people that we were called to serve. And so I, I really love everything that you teach Ashley, and I love you being here on the show. I appreciate it. Thoroughly enjoyed myself. You just a gem. I absolutely love it. So let’s talk about how you guys can connect with Ashley.


So as you know, now we have our regular weekly Sweetlife entrepreneur podcast room on clubhouse happening every single Wednesday at 12 o’clock Eastern time where you guys get to jump in and jam with our guests. Talk about the topic of this week. So this week, especially if you’re alive subscriber to this show on all of our podcasts listening channels, which is everyone,


as you guys know, even Pandora and apple music, now we’re everywhere as you’re listening, make sure you join us on Wednesday and you get to connect with Ashley directly as an extension of this podcast episode. So she is going to be there like she always is on clubhouse. Totally. They’re pouring into you and taking your questions and workshopping with you beyond what we’re talking about here on the episode of this show.


And besides that, okay, so those of you guys are like, oh my gosh, Ashley is exactly what I need. I’m ready to move. I want my pink print right now. Ashley, how can people move forward and get in line as far as joining your program or working with you privately? Absolutely. So they have a few ways they can do it.


They can connect with me personally. It’s a S H L Y E V on all social media platforms. You can connect with me at Ashley B on all social media platforms. They can also go to my link tree slash Ashley B. And when they go to my link tree slash Ashley B, they will be able to see, they’ll see the community group that’s on Facebook,


the free community groups. They’ll also see the option to get registered. So tin our second annual moving and leading phenomenally conference taking place on October 23rd, they will see details for coaching with me. They can join the group, mentoring, coaching circle community, or they can register to sign up for a free consultation with me for one-on-one coaching services. So either way,


whether they are in the free community, whether they are joining us on clubhouse. They’ll also see my, all of my social media connections on my late tree, so they can email me directly. They can tap into any and all of my social media pages right there on that page. Everything is right there, easy peasy for them to access me and access the phenomenal women leading.


Awesome. Thank you so much for being a guest on the show. I just have to send, or it’s my pleasure. Absolutely. For everything you’re doing and thank you, clubhouse for our listeners already been on there yet. So they’re Android listeners. So I promise you guys, you guys are getting on there soon in the meantime, connect with us on Instagram here.


And of course this is episode number 228 of these two great live entrepreneur podcasts. So we will make sure that all of the show notes are available for you@sweetlifeco.com click on the podcast and you guys know the drill episode two 28. We’ll have all the goods. All right, thanks again, Ashley. Appreciate you.

Episode 227: How To Build or Join A Clubhouse Moderator Team – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Download the Ultimate Guide To Online Business Models

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who want to understand how to use Clubhouse to grow your brand and business.


On this week’s show we’re diving into how to grow on Clubhouse through Moderator Teams. Clubhouse is the ultimate collaboration platform. It’s a powerful place to build brand awareness (as we talked about last week) and generate revenue, but Clubhouse is unlike other platforms so how you approach your audience is through intention, giving and collaboration. This episode will show you how to get started. 

At the end of this episode you will:

  1. Know how to find your clients on clubhouse
  2. Know how to create collaborations on clubhouse
  3. Understand how to bring value to those you connect with and serve

Resources Mentioned:


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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate April beach here, founder of the suite led company and host here at the Sweetlife entrepreneur podcast. And this is yet another week of business training and coaching. You can take to the bank today. We are continuing our conversation,


actually, an ongoing conversation that we’ve been having about clubhouse. And I’ll be honest, about five minutes before I’m sitting down here to record this show for you. I was just in over my head with eighth grade science and trying to help my son with science and wow. I had no idea what I was doing. And so it really feels good to be able to come and record a podcast in an area where I do feel like I know exactly what I’m doing so I can pour into you.


It is very humbling having teenagers and you can’t do their math or their science. I’m just saying that for the record, just a little behind the scenes here in the beach house, or you, they use so much for tuning in this week. This again is episode number 227. And this is what you can expect from hanging out with here with me here on today’s show.


First of all, this is for those of you guys in every single stage of my suite life business roadmap. And that is phase one through five. If you don’t know, you can go take a very simple quiz right now by visiting Sweetlife co.com forward slash quiz and find out exactly what stage and phase of business you’re in and get a curated, customized checklist of exactly what you should be working on right now to get to the next level.


So this is for those of you in any phase, and I want to make sure that, you know, this is a good show for you to tune into it is for those of you who want to understand how to use clubhouse to grow your business and brand. Now on this week’s show, we’re diving into how to grow your clubhouse moderator team very specifically,


and talking about clubhouse in general, it’s truly the ultimate collaboration platform, and it’s a powerful place to build brand awareness. As we talked about a last week show. So tune in to episode number 226, if you haven’t listened to that one yet, and clubhouse is a really powerful place to generate revenue. And I also shared our stats and our numbers just within the first couple of weeks of participating on clubhouse in last week show.


But clubhouse is really not like any other social media platform out there. So I know that businesses are having trouble understanding really how to approach it, how to grow your audience. And so that is what we’re talking about on today’s show. At the end of this episode, you will know how to find your clients on clubhouse. You will understand and know how to create collaborations with other business and leaders on clubhouse.


And you will understand how to create a moderator team or join a moderator team, and really how to approach other people to create amazing collaborations that are good for you. Good for them, and good for the people who are in your room, listening and getting help from you. So if you’re ready for that, then we’re going to go ahead and dive in here.


And also, if you haven’t yet, please follow me on clubhouse in raise your hand, wave your hand and say, Hey, April, I’m a listener to your podcast. And I would love to welcome you on any of my stages. And of course, if you were not yet in our club, we actually have a couple of clubs. That first one is sweet life entrepreneurs.


You can just search sweet life entrepreneurs under clubs in clubhouse and join our club. That is an extension of what we talk about here on the podcast. So I would love to workshop with you and every single week at 12 o’clock Eastern time on Wednesday. So Wednesday 12 o’clock Eastern time, we host the sweet life podcast live room, and that is where we take your questions and workshop with you and give you extra support based on the podcast topic of the week.


So if you want more help and you have questions about how to join and build moderator teams, make sure you are joining me in clubhouse this week on Wednesday at 12 o’clock Eastern time. And I’ll be there waiting for you to support you in doing that. All right. Are you ready? Okay, let’s go ahead and dive into today’s show. All the show notes can be found by visiting Sweetlife co.com


click on podcast. And this is episode number 227. I give a little bit of background information before we really dive into moderator teams. For those of you that are unfamiliar with actually how to use clubhouse. So, first of all, if you haven’t dove into clubhouse, or if you’ve been in there, talk to a lot of businesses that have tapped in there,


and they’re just like, I just really don’t see how to use it. Like I don’t get it, like just bunch of people talking to each other. So here are some foundational steps to get started. First of all, you want to curate the content that you see and clubhouse helps you to do that by selecting topics, you can go into clubhouse and you can select topics that interest you.


So that is step number one. If you have not done that, you can search clubhouse by topics and you can also search people and clubs by typing in certain key words. So if you are a speaking coach and you don’t how to use clubhouse yet, go ahead and type in public speaking or speaking trainings, and you’ll be able to join conversations on top of that.


You can also start following other people on clubhouse and clubhouse. We’ll give you some suggestions to do that. Now, once you get onto clubhouse, my first recommendation is just to start by observing, start by joining rooms, listening to rooms, listen to rooms of all kinds, not just in your area of business. Listen to how people, moderate rooms listen to the,


the culture that is being created in certain rooms in certain spaces and just chill and listen, you can take clubhouse with you on the go to the gym and the car, everybody multitasks on clubhouse. So first of all, step number one is curating the content you see, secondly, if you follow me and if you follow our clubs that like the Sweetlife life entrepreneur club or my second club called the wave makers club,


you’re going to be able to see who else is part of that club. It’s a, you’re going to be able to see a list of other like-minded people that’s already curated right there for you. So you could just simply go to sweet life entrepreneurs club and fall other members of the club. And that’s a really great way to get started. So step number one is curating the content you see,


start observing and follow people that have similar interests to you or serve a similar audience. Step number two is really connecting follow people. You want to connect more with off of clubhouse and on to Instagram. And this is something that I talked about last week, more in depth about taking your clients off of clubhouse. And so I’m not going to go in depth right now,


but I just want to share with you how this works in a really great way. So when you’re connected with somebody and you’re listening to them, speak on clubhouse, or you’re looking at their profile, they should have a link to their Instagram account. Some people use Twitter, but most people use Instagram. And so you can tap on that and you’ll still stay in clubhouse,


but your phone will open up another window, opening up Instagram directly to that person’s profile. And so if you heard somebody that said something that just really moved you, or if it’s somebody that you roll and want to connect with more, go ahead and follow them on Instagram, make a few comments on some of their posts and send them a direct message and say something to the effect of like,


I’ve heard John clubhouse. And I like what you said about XYZ. So start building relationships and start building great collaborations and friendships and, you know, really start complimenting and connecting with people. Just be really specific. I get so many messages on clubhouse. Some of them are just like, Hey bro, I saw you in clubhouse, which I love getting those,


but the best ones that I really stop and I’m able to respond to is when somebody says, Hey, April, I heard you on clubhouse today talking about this. And I just wanted to say that that helped me so much. Those are the messages where then I’ll respond back and I’ll be like, okay, great. I’m so glad that helped. Why,


how did that help? Why did that help? And then I can build more of a relationship. So, you know, try to be specific about the messages you’re sending to people in Instagram, from clubhouse. So this is just some foundational information about relationship building and how clubhouse works. Now, seven number three. First, I want to talk about joining other moderator teams.


Okay. So if you see a room and you go to a room and you just really love this room, you’ll start to notice it. Usually some of the same people are moderating again and again, you’ll start to recognize faces. And so those are what we call moderator teams. You’ll also see the way that teams work together. Whereas some of the hosts may leave for a period of time and they’ll really intentionally say,


Hey, listen, you know, Lindsey’s going to take over or Sarah is gonna take over. And so the moderator teams that are good moderator teams do a good job, communicating the fact that they are a team. And so when you’re in rooms and you see rooms that you want to be part of and you’re thinking, wow, I really could lend a lot of value to this.


Then talk about the opportunity of joining their moderator team. And here are my tips to do that. First of all, all of the hosts and all of the moderators, be respectful, follow the hosts and the moderators of the rooms that you want to speak up and raise your hand in. And just really a big advocate for that, that if you were going into a room and contributing in somebody else’s space,


that you should be following the host or the moderators that you know, at least those that you want to connect with, and those that invited you up on stage to speak. So that’s really step number one, step number two is follow their club. Make sure you are following the club of the moderator teams that you want to join or be a part of,


and then raise your hand to speak. Okay, here’s something I want to say about this. Don’t just join a room immediately, raise your hand to speak. Just like chill for a sec. Like feel the vibe in the room, listen to the conversation that’s already happening. Cause as soon as you’re brought up in stage rooms, run where you’ll either sit there for a really long time before you have an opportunity to speak,


or you could be brought up on stage and just be like fun right then. And somebody is expecting you to speak. So you really don’t want to be in a position where you come in a room, raise your hand to speak. And you’re like, Oh shit. Like what are we talking about? That’s really, really disrespectful. So just stay there for a minute,


get the vibe of the room and make sure that you can in fact lend some value to that room. Or if you have a question, please do not hesitate to raise your hand, clubhouses the place to ask questions. I know that there are some rooms that are really intimidating to ask questions for, or ask questions in. And I just want to encourage you to be bold,


speak up and ask what you want to ask. I also want to let you know that all of the rooms hosted under my clubs are really safe, great places to speak. Our moderator teams are amazing, and we really want you to always come into our clubs and raise your hand and ask any question that really applies to what we’re speaking about or how we can serve you.


Just a little side note. There, there are amazing clubs that have amazing welcoming moderator teams, obviously in addition to mine. But I do understand that sometimes it can be a little intimidating. So step number three, and talking about joining other moderator teams is raise your hand and ask to speak and add value to that room without selling. So if somebody is talking about a topic that is perhaps in your area of expertise or paired with collaborates well with your area of expertise and you want to lend to it,


raise your hand, ask to go up on stage when you’re invited to go up on stage, ask if you can contribute some value to the room. So first of all, you want to, you want to ask and be respectful for the moderators and just say, is it okay if I contribute some value based on a question perhaps somebody else had and don’t dine in dash,


okay. I called this like dining in dashi. Okay. When you go into a room and you’re up on stage, especially if it is a room comprised of moderators, and you’re really interested in joining their moderator team, stay there, like be present, show your commitment to the room and respect for the conversation and for those hosting that room. And of course for those people that are being served in that space.


So if you’re really trying to join a moderator team, I highly recommend that you intentionally be there. Like I say this all the time to my kids. And sometimes my students might business. Students is like this term be here. Now there’s a lot of multitasking. Like I just mentioned happening on clubhouse. You can be at the gym, you can be driving a car.


Most of us are, but still be mindful and present to the room that you’re in to be respectful of that space in stay, be present, continue to land value if you’re invited to do so and just stay as long as you are allowed to stay showing your commitment to that space and always lending with value, never leading with selling. You say that again,


always lending value, never leading with selling. In fact, when you’re joining a room where it’s another moderator team, you should never come up and pitch your own stuff. Period. You should only be lending value to that space unless somebody says to you, Hey, would you like to tell us what you do? You know, really who you serve and what programs are or what services you have available right now.


I mean, this is common sense. I think it’s common sense. You guys, you would be blown away by how many people, this actually is not common sense for, but be respectful. That’s all I’m saying is just chill. Be present, be supportive and be respectful. And then what you’re going to do is make sure you’re following all the moderators and the hosts in that room and ping the moderators off the platform and on Instagram and ask them,


compliment them, say, Hey, I love your rooms. I come every single week. You know, I’m showing up here consistently. I would love to add value. This is my areas of expertise or these are my superpowers. If you believe I add or could add value to your room, would you please consider allowing me to join your moderator team?


It just a very respectful, but it is important to ask because clubhouse is a busy place. And if you don’t ask for what you need, it’s going to be hard to get it. And so be bold, be respectful, show up to the room on a regular basis and then ask, in most cases you don’t want to just show up to a room.


You’ve never seen anybody before and ask them to join their mod team. They’re going to want to see you consistently and know that you’re trustworthy. When somebody adds you to their moderator team, they’re trusting you to serve their people. And that’s a great deal of trust and it’s direct representation of them and their club and their brand. So that’s how to join other moderator teams currently.


And I say currently, because clubhouses fluid, you guys, they are constantly updating this platform by the time this comes out, you know, we’ll have DMS in clubhouse and I don’t know, there’s no predicting, but I just want to make sure that you know, that the fundamentals we’re talking about here are going to apply based on however, the technology evolves.


And then the next thing I want to share with you, the final thing is how to create your own team, how to create your moderator team. So step number one is create your own club. You can create a club after you’ve been trusted by clubhouse. And that’s usually just a couple of days. You’ve kind of lost some lost some warning flags a year,


a newbie, but I would wait a little bit to create a club and make sure that you know, how your club is going to fit in amongst the other clubs and the value you’re going to bring to your space and how you’re different. So you can create your club. You want to brand it well, and just follow the steps that clubhouse has put before to create your club rules and club description.


And you also can put tags in your club about what the general topics that your club speaks to. Step. Number two is to establish a set schedule. You want to show up regularly. As a matter of fact, when I first joined clubhouse, we had to host regular rooms for at least three weeks in a row. In order for clubhouse to consider us launching the Sweetlife entrepreneurs club.


Now anybody can go in there and anybody can create a club, but it took us literally weeks and weeks of backlogs of proving that we were worthy in order to create a club. So you don’t have to go through all that. But I do recommend that you create a club and create a set schedule of when you’re going to show up every single week so that you can train your audience.


You can train your people. And not that you can’t change that schedule, but you want to start out with something set and something consistent. So plan your room schedule and your room content. What are you talking about? Name your rooms, really cool, catchy names. You know, open-ended questions for people to join that they know that they can contribute in your spaces.


And of course in all things, make sure that aligns with your brand and really how you want to establish your club as a leader and your company leading in a certain area of conversation. And then the next step is reach out to others and invite moderators who align with your brand and your voice and your mission to help co moderate rooms with you. Now,


there are a couple different strategies about how to go about doing this and they aren’t right or wrong. I’m just going to share with you the strategies and then you can choose what’s best for you. Strategy one is to find other people that do pretty much the same thing you do, other therapists or other fitness coaches, other van, life travelers, other surfers,


other speaking coaches, other graphic designers. So that’s step number one is finding other people that do the same thing as you and collaborating. I have hosted rooms in clubhouse with people that do very, very similar services to what we provide here in the suite company. And it’s so cool to be able to collaborate with them because still the people in that room,


they’re going to choose who they resonate with more. It’s not a competition in this space. So however you speak and show up. If you invite people to do the similar thing, some people are going to love you. And some people just aren’t and then that’s okay. Some people are going to want to work in your programs and some people are going to choose,


you know, the other moderator and that’s okay, too. So option number one is finding people who do pretty much what you do. Option. Number two is define those who provide different services and different areas of expertise, but who reached the same audience. So let me say that again, other businesses that serve the same audience, but they don’t do what you do.


And that’s the dream team that we have formed in our wave makers club. We have literally a business dream team of moderators and each person. And there’s usually a few people that have an area of expertise that are similar to each others, but we have created an entire complete pie. There are many pieces to a complete business, profitable impact business pie from Instagram strategy to how to use IgE TV.


You know, I have different experts that are on our moderator team, but one person talks about reels. One person talks about hashtags and of course, you know, marketing and branding and website development, but also leadership speakers and people that can come to how to delegate well, how to grow your teams. And so we curate a really amazing moderator team in that way that we go and we search because we know what the people who come to our rooms want and need,


and you can do the same thing. So whatever you do ask yourself, what are other things in my clients really, really need that we may not directly provide? How can I curate a team around like that dream team approach for our listeners in our rooms, that we can really curate a space where people want to come back to because they know that they are getting helped mindfully intentionally getting helped.


And then the last step, and this is just a logistical last step for you. I could do a whole I’d should, and we’ll do a whole episode on this is just to know, to create a back channel for your moderator team. You know, back channels are created primarily on Instagram, but also in text strings and WhatsApp. And so bring all the moderators who’ve agreed to moderate for you and your rooms into one place.


So you can communicate in the back channel while the room is happening live. I have had to numerous times send messages to my moderator T and saying, I’m so sorry, my dog won’t stop barking. Can somebody else emcee the room right now? Or I’m so sorry. I have to go potty, which like you got to go pee sometimes when you’re on clubhouse stages for hours and hours,


or I’m so sorry, I’m walking out of the grocery store, you know, having this back channel, sorry guys. I’m just keeping it real. That’s what I do. You know, having this back channel, just make sure your mic is on mute if you go pie. Okay. I mean this back channel and I’m communicating with your moderator team is really an amazing way to create a cohesive group of people that show up every single week.


And a couple of just insider tips that I do with my mob team. I usually present a question and the topic. So my moderator teams know what we’re talking about before every room. So they in their mind can start strategizing. They don’t just kind of show up to a room and be like, Hey, whatever. They already know how they can start strategizing and how they can help people in the room.


They also know how that topic can help their businesses grow. You know, our moderator teams they’re just to grow our company. You know, we love to position our moderators to help their businesses grow. It’s really a win-win win for everybody. It’s a win for us. It’s win for our moderator teams. And most importantly, it’s a win for the people that join our rooms.


So in summary, we have certainly talked about a lot today. This is how to build or join clubhouse, moderator teams, moderator dream teams. And that is a term that we use in clubhouse. That’s actually a term that we use in our business. We have business dream teams for our clients as well. And I’m so happy to be able to have an opportunity to talk to you today and to share these strategies with you.


If you would like more help on this, please join me on Wednesday at 12 o’clock and our suite life podcast live room under the Sweetlife entrepreneurs club. And we are here to pour into you again, this is episode number 227 at the Sweetlife entrepreneur podcast. And all of the show notes can be found by visiting Sweetlife co.com click on the podcast. And this is episode number 227 and next week in episode number 228,


we have Ashley Wilkerson who is an absolute clubhouse powerhouse as a guest on the show. You just wait, you are in for a treat. She breaks down her entire methodology on how she helps women build a pink print to achieve your dreams. It’s amazing. And I can’t wait for you to hear her speak. Thanks so much for tuning in and being a faithful listener of the show.


Take a screenshot of this and tag me at April beach life on Instagram. And I will message you directly with the link to join our rooms this week so that you and I can personally Connect be awesome. I’ll talk to you again next time. Bye bye for now.

Episode 226: How To Use Clubhouse To Grow Your Business – with April Beach

SweetLife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Download the Ultimate Guide To Online Business Models

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who want to understand Clubhouse.


Clubhouse is a social audio app that enables conversations. It’s a great place to show your expertise by lending valuable information to live conversations. Clubhouse is also a great place to learn from others, network, build your brand, curate collaborations and simply connect with like-minded people with similar interests. Clubhouse is also a perfect place to find your ideal clients, and this is what we’re discussing on today’s show. 

At the end of this episode you will:

  1. Understand how to increase brand awareness on Clubhouse
  2. Understand how to write your Clubhouse bio as a multi-passionate entrepreneur
  3. Know how to funnel people off Clubhouse and into your business

Resources Mentioned:


SweetLife Podcast™ Love:

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Full Show Transcript:


You’re listening to the suede life entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator a probate. Hi everybody. I’m so excited to have another conversation with you about clubhouse. In today’s episode, we’re talking about how to use clubhouse to grow your business. And I’m going to give you some examples of how you can dive in on the app,


whether you’re building a personal brand or a company brand, or whether you’re just not exactly sure what direction and what positioning you want to take professionally using the clubhouse app. So today this is what we’re going to cover. We are going to cover the fact that clubhouse is the place to be. I am not joking you the place to be, to build your personal and business brand,


to connect with amazing people and really how to understand how you can use this app. It’s a great place to show your expertise by lending valuable information to live conversations. But I also know, and fully understand that it’s kind of confusing for some businesses, depending on what niche you’re in, or maybe it’s even a little overwhelming. Now, even though the app is still in beta mode,


beta testing at the time I recorded this episode for you, you know, you go in there sometimes and you’re in rooms with couple thousand people. That can be a little intimidating. So I’m here to help you onboard. This is an extension of the last podcast episode we did for you. Episode number two Oh nine, if you have not yet listened to episode number two Oh nine,


about how to get started on clubhouse. Take just a second. Go listen to that episode first and then come back here. This is episode 226. So if you’ve not listened to two Oh nine and you’re just getting started from scratch on clubhouse, go listen to two Oh nine first and then come back and reconnect with me here. I will be here waiting for you.


Those of you guys who are ready to dive in more and know how to use clubhouse to build your business, to increase sales. This is what you can expect at the end of today’s episode. You can expect to understand how to increase your brand awareness on clubhouse, understand how to write your clubhouse bio, especially for those of you guys that are multi-passionate entrepreneurs.


We’re going to dive into that and just jam on that a little bit. So I can give you some direction and clarity, and you’re going to know how to funnel people off of clubhouse and into your business. This podcast episode is for those of you in any phase of my sweet life business roadmap, that start to scale up system that tells you what phase of business you’re in.


So regardless of where you are, this is a great episode for those of you in every phase of business growth and development, all the show notes and everything we’re talking about today, of course can be found by visiting Sweetlife co.com. And this is episode two 26. And before we dive into the meat and potatoes here, I have a very special bonus to this episode.


If you have not grabbed it yet, it is the ultimate guide to choose the online business model. That is right for you. It’s an amazing guide. There’s over 15 pages in there that break out the difference between memberships and courses and masterminds. And I break out and explain to you how watching each one of those will affect your life. What the lifestyle side of it looks like.


So if you haven’t yet grabbed it, definitely pause this episode and very simply just go to April beach.com forward slash guide. And you’re going to get taken directly to the page where you can download that and access that right away. So it’s a really special bonus episode that is with today’s show. So if you’re ready to know how to grow your business by using clubhouse,


let’s go ahead and dive into today’s episode. Okay. So let’s first start talking about what is clubhouse, right. Again, if you haven’t listened to episode number two Oh nine, please go do so. Otherwise let’s keep going. Clubhouse is a social audio app that enables conversations. It’s a great place. And I mean, a great place to show your expertise by lending valuable information to live conversations is also an incredible place to learn from others network,


build your brand curate collaborations, and simply connect with other people that are like-minded. They have similar interests as you do. And clubhouse is also a perfect place to find your ideal clients. And this is what we’re talking about on today’s show. So let’s go ahead and do just a little teeny recap of episode two Oh nine, to make sure that we are all on the same level base information of what we’re talking about.


So the thing with clubhouse is clubhouse enables human level conversations, human connection. It is a place to have actual real life, real time live conversations. So I want you to imagine being on clubhouse as if you have gone to an in-person networking event and you’re having amazing conversations, you’re sharing what you do. You’re listening from other people who are sharing their magic.


Usually there’s probably somebody who is the host of that networking event. And they’re kind of orchestrating that event. That is what it’s like to be in a clubhouse room. You show up to this networking event. There’s one person who’s usually the primary host of that particular one room. And they have other people that are there helping them moderate. They are leaders in creating the great networking environment.


That is what it’s like being on clubhouse. It’s an excellent way to build relationships with people you have never met before. And it is rare time right now at the recording of this show, where I was in a room last week, listening to MC hammer. And there was only 50 people in that room. So there’s an amazing opportunity to really connect with people in a very real level.


And I understand if you’re listening to this and it might feel a little frustrating if you aren’t on clubhouse yet, even if you’re, you know, especially if you’re an Android user, but we do have great news to you that they are rolling out beta testing for Android right now. So all of us are going to get to hang out there together on clubhouse very,


very soon. So when we’re talking about clubhouse, I want you to understand that clubhouse creates an instant warm connection with you and somebody else. You have just had a conversation with somebody else, or somebody just listened to you speak. That is a very important thing as a business leader or an expert. We want the opportunity to get in front of people that we can serve and help.


And that’s what clubhouse does. So today I’m going to share three different tips, three different steps to build your business on clubhouse. And I’m going to do them in somewhat of a sequential order. So first I want you to do one thing and then the next, and then the next, and I’m also going to show you the flow of how we get people off the clubhouse app in,


into your business. How do we take them from that company to a client? Cause that’s what, that’s what you’re here for in this episode. So I want to make sure you know, that this is how I’m going to take you through this today. So step number one, what’s talk about your clubhouse, bio unwell, like other social media platforms,


where you really can’t say much about yourself. Clubhouse gives you generous space to share your expertise, who you help, what your intentions are for being there on the app. And your bio gives other people an opportunity to connect with you right there in your bio. You have a generous space of information and the top two lines are the most important part of that.


Because as nobody’s looking at your bio, they’re only able to see a short preview. It’s like, it’s almost similar to the same thing. We call it above the fold on a website there’s above the fold on your clubhouse bio. And it’s just first couple of lines. Not only that, those first couple of lines are also searchable. So what you put in there is very important for how you want people to find you and what you want them to know about you and getting them to trigger whether or not they want to keep reading on to read your bio more as an example,


the top couple of lines in my bio, the very first three words, our online business strategist. And so when you search me and clubhouse, I’m coming up all the way at the top when you search online business strategists, because I’ve been really yes, pun intended strategic about those words. That’s how I want to be found because that is what I do.


And so, as you’re writing your bio, I want you to know that it is really a piece of it content. So I want you to treat it accordingly. And I want you to go through outline what you do on the top and give people some really fun, special things to know about you. Also in the top couple, you know, lines of my bio currently in there,


it says lifelong lifestyle entrepreneur. That’s something that’s unique about me and a little bit different. And so I also include that in the top part of my bio. So your bio is a generous piece of space and you need to use it accordingly. It is truly a piece of content. Now, one of the questions that I often get actually all the time in clubhouse rooms is how do I share my bio?


If I have a lot of things going on, if I have a ton of different things that I’m working on and a ton of different things I’ve done, you know, what do I, what do I put in my out? Well, let me give you an example between my husband and myself, we own four different companies and I’m a nonprofit founder and I’m a mom of boys and I’m an author.


And, and, and you’re the same way. And I’m a podcast host. And so you want to be very good about using that space. Now here’s tip number one. You want to choose the primary business or service that you want to be known for. We’re on clubhouse, both here in your bio and how you show up speaking in rooms. That’d be very clear about what you do and who you help primarily,


but clubhouse is an amazing opportunity to share multiple things that you’ve done. Share your street, credibility, share the projects that you’re working on and share other fun things about you. So, as an example, in my clubhouse bio, you’ll find my expertise on top and some interesting, kind of funny quirky facts about me. You’ll find a statement of the exact problem that I solve and who I solve it for.


And some further street, credibility press different ways to connect with me, but also in my bio, you’ll find a list of funny things. Like I love taking fermented mushrooms and I’ve lived on my own since I was 13 years old. Those are the things that you’ll find. And so your bio should be a place where you can establish your expertise, but also a place where you can list other things that are very special about you that make you human.


And that is why this is such a powerful opportunity that clubhouse gives you. So please don’t overlook, creating an amazing bio. And with this said, I’m going to put a link in the show notes for this episode. My friend Mario Armstrong is like the bio King. He’s the one that taught me how to write my bio. And he has an amazing bio and furthermore,


she’s always updating it. So with that being said, I’m going to put a link to Mario Armstrong, and I want you to follow him on clubhouse. If you’re on the app and you are there already, or soon as you get on clubhouse, because he will always have this top notch example of how you write your bio on this app and create connections.


I also learned something very powerful from him that didn’t come from me. So I want to make sure, you know, it came from him and I’m just sharing it with you on today’s show. One of the things that he does it recommends for people to do is if you have very, very different companies, you run very, very different things that he actually writes up his bio and a note pad on his phone in when he enters different rooms,


he can very quickly copy and paste and change out his bios, according to the room that he is in. So that is a great tip from him. I have not done that. I’ll be honest. I have not personally done that, but I have, I know that he does that and I know that other people do that. So I wanted to share that tip with you on this show as well.


So step number one is updating your clubhouse bio step number two, connect your Instagram to it. And it should be your business. Instagram, if you have a personal Instagram, but yet you have a business clubhouse works in tandem with Instagram. So it highly recommends you connect your business Instagram. Or if you don’t have one, upgrade your Instagram to a business account conversations that happen on clubhouse,


get taken off clubhouse and they become conversations that happen on Instagram or Twitter. I’m going to talk and dive into the Instagram aspect of it because most people use Instagram and connection with clubhouse. Currently. Now this is what is important about this. When somebody meets you or hears you speak on clubhouse, or maybe they just are standing next to you in a room and you aren’t even speaking on a stage and they,


because there’s nothing else for them to look at, see your amazing profile picture, click on it. And then they go and they click from your bio. There’s a direct LinkedIn. They’re going to check you out. One of the things that’s important is your Instagram should back up what you say in your clubhouse bio. And it should back up what you speak about on clubhouse stages.


Your Instagram is an extension of who you are and how you show up on the clubhouse app. So what happens when you do this well is your Instagram starts to grow as well because people will follow you on Instagram from clubhouse. So it’s very important that you understand that the conversations that happen on clubhouse, then get taken off the app on to Instagram. And here are some tips of how you convert people from clubhouse.


Even when you’re speaking live on the stage, send them over to their Instagram, to book or buy for you from you. One of the most important things that you can do if, and when you are a hosting room in have an opportunity to share how to work with you is to give very clear instructions on what people should do. I’ve seen it done a million different ways that are not clear.


And I want you to know the clear way to do it. As you were speaking on stage, I want you to give clear instructions to what somebody should do when they get to your Instagram account. You don’t want to just say, Oh yeah, just shoot me a message on Instagram, because then what we’re asking somebody’s brain to do is come up with what they want to say in that message to you instead,


make it very, very easy. I want you to come up with one key word and I want you to say, and if you were here in this room and you would like to connect with me more regarding what we’re talking about, or if you would like to download the piece of content, the lead magnet that I’m talking about, or read the article,


or, you know, join my, my event that I’m having. We’re going to talk about that here in just a sec, pick one word. So in rooms that I’m in, when I’m talking about how to create your suite of offers, I will say DM me the word guide right now, go to my Instagram. As I’m speaking, as we’re hanging out here in this clubhouse room and very simply DME,


the word guide, just one word, and I will send you the link on how you can grab my guide, see how easy that works. Instead of me saying, Hey, by the way, go send me a message and then I’ll send you the guide. So we want to make it super simple for them. Another tip that many people do as well is instead of sending you a DM,


they make a comment on your first post on Instagram. So if you want to increase the SEO in your Instagram and have people comment on your Instagram posts, you can very simply say to them, go to the first picture on my Instagram profile in DME, the word guide, and I will ping you directly and send you the link. So there’s a couple of different ways to go about doing that.


It’s very important that you connect your Instagram to clubhouse in that you have a system, a very clear system with very clear instructions. So people don’t even have to think you’ve made it so easy for them. And you’ve picked one key word, and that’s how we get them from the clubhouse app into a relationship with you. And then here is step number three,


step number three is answering the question. What happens next? How do I then get them from Instagram to a converted client? And so here are these tips. First one is have an open next step call to immediately available. Here’s some examples of what that could be. Number one, you can have an online scheduler, always sitting ready and waiting in the bio in the link tree or associate tab or link on your website where you share links from Instagram.


Totally ready to go. So there’s always a way to get people then from Instagram to have a conversation with you, you also should have links in your bio that lead to buying now or register now or download now. So the things that you’re talking about in your clubhouse rooms, you want to make sure they’re also live links in your Instagram for people to connect and grab right away.


You can say, and I will say it’s worked really, really well and beautifully for our followers. Who’ve taken off clubhouse into our Instagram is I do say sometimes, Hey, just go to the link in my bio and you can download this guide so they don’t have to DM me. And oftentimes I will actually get two different calls to action. Both of those have been very successful for us.


And so I wanted to make sure that I am sharing that with you. I will tell you, and you’ve, you’ve hung out here with me for a long time till the end of the show. So I want to tell you something and it’s a secret, but not so secret. In our first 11 days on clubhouse, we invoiced out $27,000 in business coaching.


And that’s really important to know, because I want you to know that what I’m telling you in today’s episode is not just me pulling this out of, you know, where this is, how we’ve built so many amazing relationships on club house, and started to be able to work with so many more clients that we would never have been able to reach. If it wasn’t through showing about then typically giving first and building relationships with the right people,


knowing who you serve is a very important part of enabling your leverage on this app, being true to who you are, understanding how to communicate the end results you provide. And if you do that, I promise you it will pay off in your business. And I want to see that happen to, for you, to you and for you. So just to recap today,


we talked about how to grow your business, your clubhouse, this isn’t some big funnel strategy. It’s common sense. That’s why it’s worked for us in so many people because it’s natural, it’s authentic. And it’s just common sense. If somebody loves what you have to say in a room they’re of course going to want to connect with you more in this as a process in which we do it.


So number one is making sure your bio is amazing. It’s very clear what you do, but also share some unique and funny and quirky things about you. That show that you are a human number two, make sure your Instagram is connected. And how do you communicate going to Instagram? Make sure you have a strategy of, of a word of a keyword that you can say when you’re speaking in rooms to have somebody download your lead magnet,


or they could perhaps just share the word to type the word schedule. And then the third thing is a conversion that happens in the next step. The third step is off Instagram. How do you get people then off Instagram and into a sales call with you into a webinar funnel or a live event? What does that next step of taking them off Instagram so that they can connect with you deeper and become a lifelong client?


If you’ve done a good job of building out your client journey services and a raving fan. And that’s what we’re talking about on today’s show. Thank you so much for hanging out with me. I absolutely love connecting with you as you know, thanks for being a faithful listener, especially those of you guys. Who’ve been listening to this show for over four and a half years.


And if you aren’t yet following me on clubhouse, I want to connect with you. I am very simply found it at April beach. And of course we have two brand new, amazing clubs that I want you to connect with. First of all, we have our podcast club, which is sweet life entrepreneurs and every single Wednesday at noon, Eastern time,


I host a room where we are rolling up our sleeves and talking about all these strategies. So if you’re listening to this live and you’re a subscriber to the show, join me at noon Eastern on Wednesday, and we will roll up our sleeves and help you work on your clubhouse strategy with you. Also, if you’ve never spoken in a clubhouse room before,


maybe you’re a little nervous to come to stage. Those are the rooms we host and that’s why I make a safe space for you. So please plan to join me on Wednesday. I can’t wait to get to know you. And then the other club that we have is our wave makers club wave makers is all about designing transformational, predictable measurable online services,


signature programs, and a suite of offers for high profit and deep purpose. Tuesday nights. Currently we are hosting wave makers rooms. So make sure you’re also following the wave makers club so that you can get access to those rooms. And I will, of course share all of this in the show notes for today, it’s show, which can be found by visiting Sweetlife co.com.


This is episode number 226 and left talking to you have an awesome day and I’ll talk to you on clubhouse.

Episode 224: What’s Your Brand Archetype – with April Beach and Carrie Thomas-Omáur

Carrie Thomas-Omáur SweetLife Entrepreneur April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Take the quiz to find out what phase of business you’re in. www.sweetlifeco.com/quiz
Join us live on Clubhouse every week at 12:00 PM Eastern Time to get your personal podcast episode questions answered. https://www.joinclubhouse.com/@aprilbeach

Who This Episode is Great For:

New or established entrepreneurs who are struggling to differentiate your brand from others.


Struggling to stand out? Perhaps your business has been rolling for some time, but the seas are getting crowded and you’re not standing out. It’s time to brand outside the box. In this episode brand personality specialist, Carrie Thomas-Omáur explains how to understand your customers’ core drivers to connect on a right-now level and create raving fans by understanding your brand archetype. 

At the end of this episode you will:

  1. What really drives your clients to buy
  2. Your customers thought process when considering your offer
  3. Understand brand archetypes and how to find yours
  4. First steps to laying out the visual representation of your brand

Resources Mentioned:


SweetLife Podcast™ Love:

Are you subscribed? If not, there’s a chance you could be missing out on some bonuses and extra show tools.  Click here to be sure you’re in the loop.  Do you love the show? If so, I’d love it if you left me a review on iTunes. This helps others find the show and get business help. I also call out reviews live on the show to share your business with the world. Simply click here and select “Ratings and Reviews” and “Write a Review”. Thank you so much ❤︎

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Schedule a complimentary business triage call here.

Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator a probate. Hi everyone. And welcome to it. Episode number 224. Thank you for joining us back here at the sweet life entrepreneur and business podcast. And today I am joined by a very special guest. Who’s going to help us dive into brand archetypes the way she teaches it is so easy to understand.


And so I can’t wait to get into today’s episode, but before we get started, just a little bit of housekeeping, first of all, if you are not yet following us on clubhouse, please do. So. We host a live clubhouse room every single Wednesday at 12 o’clock Eastern based on this week’s podcast. So if you’re listening to the show and it drops on Monday,


and you’re a subscriber of the show and you have questions and you want us to dive into your business with you and answer your specific questions based on the content we’re talking about on this week’s podcast, we do it every single Wednesday on clubhouse faithfully at 12 o’clock Eastern time, and you can join me and my guest and this week it is Carrie. I’m so excited and we are here to support you.


It’s an extension of this podcast, a free service, and part of, one of the many outreaches we like to do here as a business here at the sweet life entrepreneur podcast. If you’re new to listening, we give you tools and proven business coaching and strategies for decades and decades that have been proven that you can bank on. And one of the most popular tools that we have,


I want to share with you, if you haven’t grabbed it yet, is the lifestyle business roadmap. I call it my start to scale up system. And that is a very quick short self-assessment that you can take to find out exactly where you are in the process of designing and launching and scaling a business for high profit and deep purpose. And you can take that self-assessment simply by going to sweet life co.com


forward slash quiz. And when you do, I’m going to give you a specific customized list of exactly where you are in the process of growing and scaling your business. And you’re going to get a pinpointed checklist of what you should be focusing and working on right now. So you can go grab that@sweetlifeco.com forward slash quiz, and please join us on clubhouse so we can get to know you and know all about your business.


All you have to do is follow me on clubhouse at April beach. The link is also in my Instagram bio at April beach life. And I would love to connect with you further and take your questions. Okay? So today’s podcast is about brand strategy. I love how my show is about brand strategy today. We’re talking about really, what is a brand archetype?


How does this fit in? And when I sat down with our guest, you are going to love her, by the way I met her on clubhouse. So we love the collaborations that are happening on that great app, very real time and authentic. And her name is Carrie, Carrie Thomas Omaro. And I want to make sure I’m pronouncing her last name correctly.


She has a beautiful last name. She is a branding expert, and here are the things that you can expect from today’s episode. You’re going to understand your customer’s core drivers and motivators and how they fit into your brand strategy. You are going to understand brand archetypes in general, and you are going to know how to exactly create raving fans from your brand archetype.


So let me go ahead and give a formal introduction. Carrie Thomas Amaro is a former corporate rebel turned entrepreneur. She’s a branding extraordinary Carrie’s top mission is to help entrepreneurs build premium brands to increase their visibility, credibility, and profitability in the business market. Carrie believes there are so many good people with amazing messages and MIS and missions that can really be impactful to others,


but they lack visibility. Raise your hand if that’s you, you have an amazing world changing message, but you’re just not exactly sure how to get that out to the world. Then this podcast is for you, Carrie dives, into her personal story and how she literally fell into brand strategy. And because of this, well, maybe godly accident is some people might call it.


She is become a leading brand strategist, and I know you’re going to be able to relate to her. I can’t wait for you to connect with Carrie after this episode on clubhouse with us. And let’s go ahead and dive into today’s show. All of the show notes can be found by visiting Sweetlife co.com. And this is episode number two, two, four.


All right, let’s go ahead and dive in. All right. You guys welcome back to another episode here on the show. I am super excited to be connected with Carrie and to bring you Carrie’s genius today on the podcast. Let me give you a little bit of back story, Carrie and I met on clubhouse and immediately when I heard her speak, I was like,


Oh my gosh, I want to hang out with her. I want to learn more from her. And you’re going to know exactly why if you haven’t met her already yet on clubhouse today’s episode. So Carrie, welcome to the sweet life entrepreneur podcast. And so excited that you’re here. Tell everybody a little bit about how you became such like a brand whisper.


You’re like the landing branding, Ninja genius teller. First of all, thank you so much. Like it literally means the world, like for you to invite me on show, literally all The things. So I actually started in this journey. I used to be, well, I have my degree in human humanistic psychology. So I’ve always wanted, like,


even when I was little, like I used to always be like, why do people do the things that they do? Like, what are the things that make them like, make the choices that they make? So I was doing that, that my degree in human psychology. And then I actually got a job. It was actually thrown at me. I was working at a restaurant,


like, what am I really like? My, my brother. He was like, Hey Kara, I want you to run my restaurant. And I’m like, you not, never did any of this ever in life. And he was like, yeah, but you’re smart. You’ll figure it out, figure it out. So I did that and I remember like the most pivotal moment.


That’s why I was like, I gotta get my stuff together. It’s like he was a pizza place. And I was like doing the order and stuff. And I was like, okay, we need cheese. I was like sick. Not knowing that this was like six boxes. Is that like, It’s bulk ordering. I definitely originally spent a lot of time in restaurants,


so I absolutely totally know what you’re talking about. Yeah. And it’s funny. Cause he left me, like, I would say at least three weeks, then he left me to go on vacation for a month. But like I’m over here, like trying to do orders and do all this stuff. And I’m just like, well, the shipment comes in.


It’s like all the shift keeps coming in and they’re like, what is your I’m? Like, I ordered like snakes and it’s like, each box has 12 bags and I’m just like, okay, let’s figure this out. So we have key pieces of dollars slice it out. But actually it’s funny. Cause everybody always asked me like, how did I start learning all the things that I learned that mistake,


like we were very new in business and I was like, we have to get people in these doors. I have all this chief Shamar comes home in two weeks and he’s got to literally like yell at me and cuss me. Yeah. I have to figure this out. So I was like, I need all the people around us. Like, no we’re here.


Like how can I do it? And I was like, well, what would be the easiest thing to do? And I was like, easiest thing to do is like to get in touch with all the restaurants and businesses around me to know us to come over. So Lily, what we did, I was like, Hey, we got this chief.


We’re going to give everybody a free cheese pizza. We’re just going to drop it off. So I literally just started dropping off cheese pizza and me happy personality. Hey, thank you guys so much. My name is Carrie. I’m the manager. I probably seek the pallets. I just want to drop off this chief. Please let me know if you ever want to come hang out.


I’m always there. My team’s always there. We would love to have like literally just everywhere, like just drop it off cheese pizzas, the glory I’m like Oprah, which it was so crazy. Cause literally like within a week people just start coming and they were like one, they were like here, like no one’s ever dropped this off pizza. And then like,


you were just like, your energy was just so amazing that we just went to come hang out with you. So literally like people just start coming and coming. Luckily all the pieces, all the cheese was Columbia before he came. So that was good. Yeah. But that was when I realized that I was like in business, you need to double down on what you’re good at that.


For me, it’s always been connections and relationships. So I was like, I’m going to have to double down on this. I’m going to have to create this visibility strategy and what I start calling with a fat visability. So like literally I want to be extremely visible to every business within five minutes, like around the perimeter. And that’s what we did.


And we were able to become extremely profitable in the business. And I did that for about two years, but like I just graduated from college and it wasn’t cool to have that type of insurance anymore. So I had to go into corporate and I did corporate restaurants and I actually was at felt like corporate working on the opposite side as a business consultant, working with franchisees have increased their visibility and profitability.


So that’s what I was doing. But the whole time I was still with my thoughts of like, how can we get people in the restaurant? How can we change the perception? Because of course the way big plays, how come change perception, especially when there’s so many subways, how can we make this the way the go-to set weight in terms of everybody else that’s in the area.


And that’s what we kept doing. How can we do the things? How can we do it? And sadly, my father passed away March of 2019 and that’s kind of when I was like, I wanted to do more. My dad was in the military for 26 years. He may so much impact. And he replies, like I remember at the funeral,


they were like, I had one conversation with Paul and like literally my life changed. I was like, Oh my gosh, one call like one conversation. And that’s when myself, I want to do more. I wanted to do more outside of that. And one of my franchisees, he always used to say that, cause I made those schedule and I didn’t really work a lot of hours.


She was like, here, you need to do something like start a business. And I was like doing what he’s like, and I was going to do it in restaurant. But after my father died, I was like, I really want to work with impact or entrepreneurs. I want to work with people who have missions and messages that they want to get out,


but they’re not visible. They’re brands. Aren’t in alignment with who they are. I need to help them get visible so people can like, so the impact that they want to make, they can find, make it. First of all, I’m so sorry. You lost your dad. I lost my dad six years ago and I still every single like week or so,


like pick up the phone to call him and then remember he isn’t there. It’s really, really tough. And sometimes having a vision into seeing something differently, whether it’s, you know, what happened to you is just such an eye-opening thing. And I I’m sorry that happened, but I also love your story because it’s usually something like that and it makes us stop and be like,


okay, Hey, wait a minute. Am I really where I’m supposed to be in my actually using my skills? The thing I love about what you said brand strategy, is that what you have taught these businesses to do. Isn’t this like, you know, Proctor and gamble or Budweiser or huge big brand strategy. You’re really talking down on this level to these what we call micro businesses.


Okay. Like 90% of our listeners is a show where micro businesses wouldn’t qualify to be a small business cause that you can have up to a hundred employees. Right? And so these micro entrepreneurs that have very, very small teams and the concept of being the go-to business, not for everybody, but just within this fear of influence, granted it’s different. We’re talking about online business is so simple.


It’s yet so smart. And so I love what we’re going to dive into today on this show. And thank you for sharing that. I think that so many are like I did years and years and years waiting tables and bartending, my husband was in the restaurant was in corporate restaurants. There are so many entrepreneurs that are from the restaurant industry. It’s because we are bad-ass and multitasking actually I’ll say that if you can,


if you can be in the restaurant industry, you can do anything, anything. I usually do fine dining. And I think that’s what I was like, Oh, I can do all things out. Right? Yeah. I did find dining. Like at the end I did find dining and I was like, man, I actually should have been doing this.


I sell $300 bottle of wine, make as much money as I did. You know, back when I was 17 serving vegan food across a bar, but you know, it was great. It was, it was good experience. And so diving into, you know, kind of brand strategy, some of the things that we’re going to talk about today in our audiences want to know my people ask me this,


your people ask you this, like this is the thing they want to know. And we’re going to break this down for you guys today on the show. The biggest question is, is how do we build this business and personal brand at the same time? How do we know the balance between, you know, what we’re sharing out there as a company and what we’re sharing out there as a personal brand,


as a human that kind of behind the scenes and you have three different things you’re going to take us through today, which I’m so excited to talk about. And so the first thing that you say in your process that you bring people through in branding and strategy is understanding your customer’s core drivers and really like what keeps him up at night. Can you elaborate on that?


Teach our listeners, that process and this being step number one. Here’s what you guys got to do in order to tap into this level of influence. Yeah. So what do you want to do is you really want to understand who they are. So of course, like people say like, what books do they read? What Facebook groups that, Hey,


that’s great. But you also want to really understand the psychological like back, like who motivates them. Like when they have a bad day, what, like, what are the things that kind of gets them out of? And the way that you do that is the easiest way to do that is by start talking to your customers, like start asking those personal questions.


I have that relationship. Cause we were like, Hey, you know, I know that was crazy. Like you were doing that launch. I know it was a little rough. Like what were you kind of going through? Like, let’s talk about it, let’s see if we can adapt to it. So next time they might understand what you’re doing next time we can fix it.


And a lot of times they were like, you know, Carrie, like I want like, I really, really want to be able to like be there for my family. I want to be able to create this life for my family. So that’s, what’s keeping them up at night. Like that’s the thing and you’ll hear it. They’ll tell you.


And they’re like, I want to be able to do this with like every time I feel like I’m getting almost there, I just can’t take that leap. So having those interviews with your clients and actually listening to what they say, because I think a lot of times we don’t really listen to what our clients say, but actually listening and then actually diving deeper,


say, okay, like, so you really want to help your family? Like what, like what are you trying to do? Like, what do you want to do with your family? I really want to put my daughter in private school. I really want, I really want my wife to be able to homeschool like our youngest stuff like that. Having those conversations is what is going to be able,


so you can understand how to communicate with them and how to do those other people that we’re going to talk about in a way So smart. Okay. So first of all, people don’t like taking time to do this and it’s the best market research they can do. And it’s the most direct. And I love that you said that because a lot of entrepreneurs,


like we are solutions finders, so we just want to solution and be like, Oh yeah, yeah, it’ll sell. And I love that. You talk about how important it is to actually talk to your audience for sure. The best market research. If you guys are not on clubhouse with me and Carrie, you should go and clubhouse. Cause it’s like market research gold.


You can just room about a question that you want answered and you’re going to get all that feedback. Some you don’t want, but some really great important feedback regarding what, what you guys are trying to do. And so understanding basically what keeps him up at night and the things that matter to them that do not have anything to do with what you’re selling.


That’s what I heard what you said. Oh, I like that. I like that. Yeah. It’s funny. Cause I feel like I’ve been, I’m always on the soap box is especially because we’re all entrepreneurs just because we’re an all white space doesn’t mean that our clients are just like these people laid at people. They’re real people in the real world with real life,


things that are going on every day and those things just because they’re on the screen, it’s still happening. So you have to take time and ask those questions and try to figure out what is their real day to day life. Like for me, I’m a at, so I get up at seven o’clock in the morning to homeschool my knee, that there is something that up and that’s a driver for you.


And, but it very impressive by the way, just so you know, your superstar rockstar For sure. But very important. Okay. And just understanding Those other drivers behind the scenes and like the second thing you had said in this, like really kind of pulls off of what we were just talking about is understanding your brand archetype. First of all, can you please explain to our listeners that don’t even know what a brand archetype is?


Like, what is the definition? What is a brand archetype and then help our listeners understand how to utilize? Yeah. So the easiest way to explain what a bread archetype is, if everybody is familiar with Maslow’s hierarchy of needs. So everybody has certain needs and desires that they have to get to be able to survive and feel like they’ve made the next step.


So of course, you know, water, shelter, money, commitment, relationship, that’s what people need. Those same things that they need are the same things that go into the bread archetype. Like they have the hero brands, musician brands, the innocent, the Sage, like all those are different bread archetypes, but all of those are based on the core needs that we have Nate.


So what happens that how to really leverage it is a differentiation factor. So a lot of times, especially right now in social media of everybody came online. But a lot of people that do the same thing, like I feel like you’re gonna throw a rock in social media and he had a bread strategy. Yeah. But because they haven’t leveraged a brand archetype,


they’re speaking the same language that everybody else and speaking actually create a brand archetype and speak in that language. You’ve differentiated yourself. And you’re actually now tapping into the coordinate and core desires of your dream client of your Raymond band. So now when it comes to your offers and your services and your updates, they’re like, Hey, I’m going to listen to this person because they’re speaking to me is that it’s speaking to every black everybody else.


And it’s what we call is that the true foundation of creating a frictionless print. Wow. Okay. And one of the things, one of the notes I took and we were talking a little bit behind the scenes in planning, this show is that people go to the brand that understands their thought process. And I thought that was so smart that you said that and they’re going to the ones that speak to their heart and they’re going to the ones that speak to their true desires.


And honestly what their personality is as a person. Those are the ones that they’re attracted to you even like said, you said something about your mom, you shared this really cool thing. Like your mom’s are attracted like safe brands. Like, you know, like a lot of moms are in that, you know, and that whatever Ramy is and moms are right.


And maybe that just generation where as that’s not the same thing that necessarily drives everybody else. Yeah. Cause it’s like a key example about, let’s say you have a mom who really like bills. Like I’m looking for like a brand that’s safe, that’s secure. They’re going to be looking for conversations and words. That’s going to be like assurance secure. Like that’s the words that they’re going to want to hear because that’s going to speak to their language.


But for me, like, I get excited by like transformation, innovation, things like that. So I’m going to want to hear things like creative, like innovative moving things like that. That’s the stuff that I would like to me. And that’s why I said it’s super important to understand who your customer is, that it may level to be able to have that conversation when it comes to your brand archetype.


So cool. So cool. Okay. And then the next step you’re going to take our listeners through is understanding now how to represent that visually. What does that look like? What are your tips on actually bringing a visually to the world? So the thing is like always tell people that colors have feelings and fonts have emotion. So you want to make sure that when ever you choose your brand architecture,


you look and you kind of see like what feelings actually are kind of bringing off like what the words are actually bringing it all. So let’s say you have a rebel brand. If you think of a rubber brand, like if you think of like Harley Davidson and things like that is very bold, disruptive, challenging the status norms. So when you think of their colors,


you’re going to think of Rez black, things like that. They’re not going to think of like a baby pink is going to throw it all out. You and be like, hold up. Like, this is not speaking to me Down. Yeah. And you said colors have feelings and fonts have emotions. Wow. That is so true. Yeah. We wouldn’t,


we wouldn’t think that for sure. And I think oftentimes we’ll look at a brand and wonder why that maybe that brand doesn’t really turn us on or we’re really not really attracted to it. And yeah. A lot of the times like, yeah, those colors just don’t make me feel like I want to go on a field. They don’t do it for me.


And it’s funny. Cause I always, I feel like makeup brands. I used to be a makeup artist. Like in my past life, I love entrepreneurs. We’re so cool. We’re so mixed up. There’s so many experiences. Yeah. So I used to do makeup and like I used to always think it was super cool. Like how makeup brands created different looks and feels to attract different people.


So like, are you a makeup girl? I literally don’t wear makeup at all. I’d go, I get my eyelashes glued on. So I don’t even have to wear mascara is anything I do. I don’t know how to do makeup. I’ve never worn makeup. I have zero clue. But all of my I’m just weird. All of our listeners probably know exactly what you’re just about to say.


Yeah. So like benefit tarts. Like those were really poppy, like millennial brands. Like that’s what they give off. They give that puppy millennial, like this has the new trendy items, but then you have like NARS, Estee, Lauder, things like that. They give like this look spiel and the prices are different just because of it. Cause you’re like,


Oh wait. But when you go over to nurse and Estee Lauder like you and your mind already say, Hey, I’m probably gonna spend $300 And what, what I don’t, but that’s an airplane ticket to me, but I get what you’re saying. You know that that’s a ticket on a journey to me now I get what you’re saying and it’s such a good correlation.


And so this visual representation. So first we talked about understanding what keeps your people, your ideal people up at night, at night, not even necessarily as it actually relates to your product or your service or your program or your course or whatever it is that you’re selling. So what are their core drivers? The second thing that you talked about, I love the brand archetype in understanding how to create that connection between the personality of your buyer and the personality of your brand.


And I know that, you know, that’s spoken about often, but I really appreciate you breaking it down on the show. We haven’t had somebody on the show in four years, that’s actually talked about brand archetypes. So I wanted to make sure that that was really defined for our listeners. And then you’re talking about bringing it out visually and making sure that there’s a visual,


very clear visual representation that is thoughtful in color and font. And then obviously in messaging and the work that you did within the brand archetype development. The last question I want you to answer for us today, very interested to get your take on this. This is clearly a topic of conversation within my mastermind today. You know, everybody has a different thought on this for entrepreneurs that are building both that business and that personal brand.


And we’ve talked about understanding the actual brand strategy of it, but now actually the process of posting and sharing. What percentage do you recommend people share transparent, totally irrelevant behind the scenes versus about the business. Is there a split that you have seen that’s working behind being transparent in what you’re showing your audience, even at literally Siri’s listening to me, she’s always listening.


You guys turn her off. What does that percentage, what is that difference that you see as far as posting about the business and posting about the company brand versus posting about what’s personal, maybe what you’re cooking for dinner or a hike you’re on or even your kid. Okay. So this is exciting for me because I always talk about this and we have a thing.


We call it our content bucket. And in those contents, it’s not me. There are about, I would say at the minimum about three to five, but that kind of depends on like where you’re at, how we try to map it out is what strategic pieces of content. And this will kind of break down, like how all is it happens?


The strategic pieces of content. That is how you think about STEM. So like, what is your thought processes on your business? And a lot of times the easiest way is like, what’s your show? Like what’s your stage? Like, do you have a podcast? You have a YouTube, you have a Facebook show where you’re actually able to have conversations with people and people can understand how you think.


So that’s going to be your one bucket. Your second bucket is going to be, what are the, that can come from those pieces of content that you just talked about. That can be resourceful for people who might not be ready to work with you now. So what are the things? So for me, like if you ever go to my social media,


like we teach about bread architects. We teach about color theory. We teach about different pairings and color palettes that people can use. That doesn’t really do anything for me, but it becomes a resource will aspects for somebody else which provides education, but also still goals aligned with our strategy. The next car is always going to be, what is your, what is your heart’s feet?


Are you a person that like is motivated by like, you want to inspire people. You want to motivate people. You want to make people laugh. What is that heart piece? That’s like, really like really close to you. So for me, it’s always to try to inspire other people. So in March we’d have like the Sheik who marches. We had nothing to do with our business,


but it was aspirational for me because I always want to highlight other people, inspire other people to show like, Hey, these amazing people are doing amazing things. You need to see what they’re doing. Get inspired by them. The next part is who are our clients? What’s their testimony is whatever our case study. What are the people that you want to actually work with insight?


Like who are they are inside? Like what, who are your avatars? Why do you work with the people? Like where are they at in their journey? Why they want it? When are they ready to work with you have that in there. And then the last piece. So it will be 20%. If you decide the last piece, we call it all things,


your name. So it will be all things, April, all things. Carrie’s like, what are the things that is about me? So those are like, for me, it’s like my real, like I’m showing my personality. I’m doing all my things. I’m doing my dancing because that’s me. I’m actually like a happy-go-lucky person. Like I did like an egg drop thing with my niece and nephew this weekend.


I did that in my story. That’s my day-to-day life that showed the different parts of me, but what happens? And this is what super cool. And I love it with our clients is their social media becomes a place where people just want to hang out. Cause they just want to see what’s going on. What are they doing today? Like, Oh,


this is really cool. I didn’t know about that. That’s a great thought process. Then think about that. They keep coming back over and over and over again. You start seeing all these profile businesses while you’re patient. Like these people just keep hanging out. I really anything this week, but it keep coming back because you become a place where they just want,


they feel comfortable and happy. Mm. I love that. Okay. Those five buckets are absolutely genius. And I know people are like, okay, don’t forget you guys as podcasts. You can replay it. Let me see if I can restate the five buckets. Number one is your thought processes or your methods or your systems are kind of your, your,


what I would call your signature method, your signature framework, like your IP, your zone of genius. The second one are actions people can take and a place where you can be resourceful based on your zone of genius and what you teach, who aren’t ready buy from you. The third one is what does your heart speak? Like, are you a motivator?


Are you funny? Like what other things can you share that might or might not relate to your business? The fourth is who are our clients? What are the case studies? What do they need from us? How to know when they’re ready to work for us or work with us, what does that trigger? What are some of the things that our clients are working on?


And then the fifth one is all things, your name, like, what are you up to today? What are you doing? And so that does answer like the 20%. I think that what is your heart speed is also possibly very personal is what, But it can go business. And that’s the really cool part because like, for me as caring about people as a part of our core values.


So when it came to the shoe marches and even like our biggest coming up in June, it is an alignment with that. So like the boss brushes in alignment with what my heart speaks with my heart speaks of how to inspire people, to take those next steps in their life. Even if it’s not, when we just take the next step. So cool.


It’s the things that your beliefs and your motivators and things like that. I, I love that so much. Thank you so much for being a guest on the show. This was a lot of great information. And I know our listeners went from some of our listeners who went from never even understanding branding to going from how to understand the audience and even now how to create content.


I mean, that’s just way above, you know, but I think a lot of our listeners, so if you guys hung out until the end, you’ve literally got your content buckets, which is super genius. How can people find you? How can they connect with you if they want to know more about your services? Yeah. You can just visit us at www dot Connect dot com.


It’s funny because the last is the Irish word that means to bring light to which goes into our brand, which is what we try to do. Even like in our businesses and shining light on other people’s brands, bring light to them and have people see them. So that’s why I love, like, I, I love our business Smart. Say you’re a brand strategist,


good meme or good, good business name or two. And then this is episode number 224 here on the sweet life entrepreneur podcast. So you guys can find all the show notes and all Carrie’s links and how to find her in the show notes here@sweetlifeco.com. But then also we get to jam in a clubhouse room. So if you guys are unclip housed in your listeners to this show and you are subscriber,


like you’ve clicked the subscribe button, you’re getting downloads of these episodes. And so you’re listening to it real time. Carrie and I are going to be live on clubhouse on the Wednesday that this show drops at 12 o’clock Eastern time. So if you’re listening to the show in real time, Carrie is going to be in our clubhouse room, taking your questions,


workshopping with you, talking about these five buckets and brand archetype and in all this stuff. And if you, if you’ve never moderated or with a room with her, you never been in a room where she moderates. She’s so much fun. That’s where I found her. And I can’t wait for you guys to get a chance to dive in deeper with Carrie as well.


So Carrie, thank you so much for being a guest on the show and all of the genius that you brought. It’s been such a fun time hanging out with you. I love everything that you said, and I know our listeners really appreciate you pouring into us. Thank you so much. It literally means the world to me. I said at the beginning,


you’re so sweet. It’s it’s truly our pleasure. All right. You guys, thanks so much for hanging out with us today. Isn’t Carrie, just such a gem, such a sweetheart. I hope you walked away with exactly what we promised you would the understanding of brand archetypes and how to use this in your business to speak to the core needs of your audience.


Again, you can join us on clubhouse, the live conversation and Q and a at 12 o’clock Eastern time, every single Wednesday, simply by following me on clubhouse and clicking the little button next to my name, to turn on alerts. So, you know, when we’re going to be talking and you can find me at April beach on clubhouse. All right.


You guys have an awesome, awesome day. I can’t wait to talk to you again soon. Bye bye. For now.

Episode 223: How To Create A Transformational Online Course – with April Beach

Sweetlife Entrepreneur Podcast April Beach

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Lifestyle Entrepreneur Roadmap™ Not sure what Phase your business is in?


Episode Bonuses:

Join the Waitlist to Create Your Signature Offer™ with April Beach

Who This Episode is Great For:

Entrepreneurs who are launching online courses.


Launching an online course isn’t enough. In fact, the sale of on-demand online courses fell by 13.4 billion dollars because people are weary of buying another course they’ll never finish, the material is not good, or they don’t receive the outcome they had hoped. 
For entrepreneurs and businesses looking to scale, online courses are still a powerful tool, but how to curate your content and deliver a transformation to your participants will determine whether your course is a huge hit or a huge fail.

At the end of th