How to Price Your Content or Courses for Licensing with April Beach (Episode 316)

    How to Price Your Content or Courses for Licensing

     

    Who This Show is for and Why It’s Important
    This episode is a must-listen for coaches, consultants, and content creators eager to explore the lucrative world of licensing. April Beach delves into the specialized area of licensing intellectual property, particularly focusing on content, trainings, systems, and courses. This topic is crucial as it unlocks new revenue streams and allows for the expansion of business reach and impact.
     
    What We Cover and What You Will Learn
     
    April Beach guides you through the practical steps of pricing your curriculum for licensing. You’ll learn the importance of understanding your operational costs, including software, team expenses, and the logistics of content distribution. The discussion goes further into calculating the Return on Investment (ROI) of your content, emphasizing both tangible training benefits and lifestyle improvements. April introduces two main pricing strategies: bulk pricing and ‘Amplify ROI’ pricing, explaining how these can be applied based on the specific needs and outcomes of potential licensees.
     
    Key Takeaways
    1. Understand Operational Costs: Know the expenses associated with licensing your content, like software and team support.
    2. Calculate the ROI: Assess both the tangible and lifestyle impacts of your content.
    3. Pricing Strategies: Learn two methods – bulk pricing and ‘Amplify ROI’ pricing.
    4. Customized Approach: Tailor the pricing based on the licensee’s specific situation and outcomes.
    5. Value Communication: Communicate the measurable value and transformation your content brings to the licensee.
     
    After listening to this episode, you’ll be equipped with insights and strategies to confidently price and license your intellectual property, enhancing both your business growth and the value you deliver to your clients.
     
     
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:

    316

     

    [00:00:46] Hi there and welcome back to the show. This is episode number 316 and we are diving into a topic today that I know that many of you have had on your mind. You actually hunt us down for the answer to this question. So the question that we’re answering today is how do you actually price your training or your program or your curriculum or your content to license it To other companies, what do you charge for that?

    [00:01:13] Where does it even start? And in this episode, I’m going to introduce you to the strategy of pricing. You are here because you’re probably a coach or a consultant or a subject matter expert, and you’re certainly in the right place. As you know, my name is April Beach and me and my team work with subject matter experts, coaches, and consultants to help you license your material and give you all the steps.

    [00:01:37] Even down to the pricing calculators of releasing your content, expanding your reach and increasing your profit through licensing. And so you’re here because you’re good at what you do. Let’s just frankly talk about that first. The fact that you are even in a place where your work. Has made a significant impact on a B2C side, whether it’s in programs that you’ve delivered directly or workshops or consulting you’ve already done.

    [00:02:04] And now you want to release it into the hands of other companies and possibly even other companies are coming to you asking you for your content. So congratulations on being absolutely top notch at what you do and having proven systems, methodologies that other people want, and frankly, not everybody is there.

    [00:02:26] So licensing is an advanced move. You can tap into all of our resources we have here for you. And if you haven’t yet, the best place for you to start and to get more information so that you can license your program successfully Is by visiting licensing launchpad. com. It’s a short little mini masterclass.

    [00:02:47] You can go over there and I’m going to unpack for you how to get started with licensing, even what the top 10 industries are looking for. It’s a great starter place for you. If you are ready to go in licensing. You can always shoot us a message by visiting suite life coat. com, and we will partner with you and help you to be successful at that.

    [00:03:06] So this episode, number 316, we are answering the question of how, how do you even prices? And I’m going to actually break out the steps and the questions that you need to answer before you are able to. Price your licensing offer and training, and then I’m actually going to break out the two different ways to actually price your program so you can consider which one is best for you.

    [00:03:28] So if that’s what you’re looking for, stick with me here. We’re going to dive into all the things here in this episode. Okay, a little bit of a foundation. Uh, if you have never heard about licensing before, please go back into our podcast resources, and I have many trainings. You can even visit our YouTube channel, where I have trainings about licensing, how to get started with licensing, what is licensing, and we have so many resources available to you.

    [00:03:53] But let’s talk about what is the definition of licensing. You’re probably actually familiar with licensing. Licensing songs, licensing art, licensing. Images for your marketing, uh, licensing brands. So for example, let’s talk about the, the biggest brand that everybody knows, Mickey Mouse, right? So your child may have a Mickey Mouse backpack that Jansport licensed permission to put Mickey Mouse on a Jansport backpack, but who owns Mickey Mouse?

    [00:04:21] Disney Corporation, right? That is an example of licensing. By the way, that is not the type of licensing coach I am. That is not why you’re here. I know that. We’re talking about something different. We’re talking about a secret scale strategy through licensing, and this secret is why people come and seek us out, and why businesses are All over the world work with us to learn, to license their materials.

    [00:04:45] And that is licensing your content, licensing, your trainings, licensing, your system, your thought process, your framework, your courses. That’s the kind of licensing you and I are talking about here. And I can’t wait to dive into this with you and at least start to skim the surface of this first. burning question that I already know that you want to know the answer to immediately.

    [00:05:10] So in order to answer the question of how do you actually price your curriculum for licensing, first, there are some things, some very important things that you need to know. And some of these are common sense, let’s just be honest, but my job is to make sure that I’m filling in all the holes for you so you don’t do this wrong in the most I can do here for you on this free podcast, obviously giving away free information and, uh, it’s, it’s very valuable what we’re talking about here today.

    [00:05:42] So the first thing is you need to be able to identify your operational costs for licensing this. This is back to a lot of business 101. But frankly, you would be shocked at how many coaches and consultants out there don’t know their numbers. So the first thing you need to do is you need to understand your operational overhead of how much it’s gonna cost you in hard costs.

    [00:06:10] We’re not talking about your sweat equity here. Yeah, we’re talking hard cost of how much money your company is going to have to spend to maintain the release of your content into licensing. And here are some different areas that can control your costs. So where, first of all, is the training content going to live?

    [00:06:35] Does that training content live in your LMS or is that when you release your content to another company or another entrepreneur, you know, whatever that is? Who houses the content? There are hard costs with software. They’re hard operational costs with that. You need to know your company costs. Another example of this is is teams.

    [00:06:56] So are you’re in part of the release of your content to another organization or corporation or even another entrepreneur, whoever you plan to release your content to, which is Totally a different strategy. We can’t even get into today. The question is, is how much time is it going to take you and your team to actually facilitate that release?

    [00:07:19] Well, And will you or your team be required to provide ongoing operational support? So those are two really two of quite a few different numbers, but those are two really hard numbers that you can’t change. And if you’re trying to price your program for licensing and you don’t know those numbers, the very first thing you should be doing is going back to the organization or the potential licensee that you’re talking to and Getting the answers to those questions.

    [00:07:51] Where does the content live? Who is managing the, the, the it and the customer service and the onboarding of this, you need to know the expectations of you and your team so that you can understand the hard numbers. We aren’t even talking about profit. We aren’t even talking about the value of the actual program yet.

    [00:08:10] Step number one, there are some hardcore numbers that you need to know and before you can price any sort of licensing program for release, you need to know them. Other factors that will come into your pricing are legal costs and making sure that you have a correct licensing contract. By the way, we give all of our clients our licensing contracts template and we help our clients to actually customize that and then they can take it over to an attorney for legal advice.

    [00:08:35] So those are some shortcuts that our company can provide to you. But they’re very important costs, and you don’t ever want to cut legal corners in the process of licensing your intellectual property. So just make sure that you know what your costs are and that you can anticipate those costs before you give an organization a price for your program.

    [00:08:57] Now, there are other factors, and I want to break these apart for you. So what is the ROI of what you deliver? First of all, there’s two Basic forms of ROI that your content can deliver and that your content can deliver both. First of all, your content can deliver an actual tangible training benefit of some kind.

    [00:09:21] So you’re up leveling a skill, you’re up leveling, uh, the way, the way. People do things, you’re teaching a method or a process or you’re giving a system. You’re actually leveling up information. You’re feeding people or you’re feeding a company, a wonderful, amazing systems and processes that level up their knowledge, their implementation, their information, their content, their training, their skills.

    [00:09:44] That’s one side. And then, and I’m going to do a whole nother podcast for you guys on this. Cause I get questions about this all the time. The other side is your program can. also benefit lifestyle. So your program may have a training benefit, generally speaking, or it may also have a lifestyle benefit.

    [00:10:01] This is really important to understand. One technically is not more valuable than the other. So if you, for example, have a program that teaches people how to increase sales, teaches sales teams in an organization, the exact thing to say, and it gives a sales process. That fits in an actual skill upgrade.

    [00:10:23] If your program is helping to increase wellness and mindfulness and lifestyle, that is a lifestyle benefit in both are as important, but you need to do the work and find out the ROI. Every single thing has a number. Okay, not talking about sales numbers. Every single solution has a correlated number that it can relate to that affects the bottom line of every single company or the bottom line of every single individual.

    [00:11:01] It and when I’m talking about bottom line, it’s not always dollars in increase in bottom line could be more time. It could be, uh, saving frustration. It could be helping parents communicate with teenagers. It could be preparing for a baby, or it could be equity, diversity and inclusion and understanding how to level up an organization with your training.

    [00:11:23] You know, there’s so many different parts of what you do, and it benefits in two different categories, either a training category or a lifestyle benefit category. Pretty generalized here just for the sake of this podcast. But step number one, know your operational expenses. Step number two, be able, you have to be able to articulate the ROI that your program actually delivers.

    [00:11:44] And you need to find the numbers, the percentages, the statistics out there that relate to the solution you provide. And then step number three is to actually price the program itself. And I told you that I would give you our two main pricing formulas here on this show. And here is my promise delivered.

    [00:12:01] There are two ways to price your program for licensing. Number one is bulk pricing, and number two is what we call Amplify ROI pricing. And that one particularly is named after our Amplify licensing accelerator and program. Now, let me explain to you the difference of these. Bulk pricing is pretty general, exactly what you’re thinking.

    [00:12:25] You are going to reduce the cost based on the number of seats in a program. So if you are selling at retail, let’s say your program’s 1, 000 retail per person. If an organization wants to buy 1, 000 seats to 1, 000 a program, how much are you willing to reduce that cost for that organization without undervaluing the transformation that you deliver?

    [00:12:48] So bulk pricing. Pretty straightforward. You know, I don’t ever want you guys winging anything with pricing because there are many other things that come into a factor with pricing. But for the sake of this podcast, most of you guys are probably thinking, Oh, well, do I just bolt price it? Those are, those are the questions I get when we connect with new businesses.

    [00:13:08] Uh, it’s usually, do I bolt price it? And the answer is yes, you can absolutely do that. They’re. Tons of other factors, including value and operational expenses and ROI. And are you collecting royalties? Uh, and all the other things that you could add into that, like your consulting time and workshops you may teach, or maybe you’re doing a keynote.

    [00:13:29] There are so many other things that factor in that, but pricing structure, number one is bulk pricing. We do have a bulk pricing calculator that we give to all of our clients. If that’s something that you would like to access. And then the other side of it, this one is a bit more complicated. It’s actually my favorite, and the reason why it’s my favorite is because when you present this pricing structure to a potential licensee for your program, there’s nothing that they can ever say to you to say, this price is wrong or this price is too much.

    [00:14:03] There’s nothing that they’re ever going to be able to do based on how we use this Amplify ROI pricing calculator. And here is what it is at a high level. You price your program based on the ROI. Whether, remember a minute ago we talked about whether it’s a training ROI or a lifestyle ROI, and it doesn’t necessarily always equal hard numbers, you price your program based on the ROI that you reasonably believe that your program can deliver.

    [00:14:39] And the coolest part about this, you guys, it’s, I’m going to geek out on numbers now, which this is the only area of business that I actually geek out on numbers. Let’s be real. Um, and, uh, you know, not a huge numbers fan here until it comes to something like licensing and pricing and, and profit. But the reason why this is so cool is because you can actually customize the ROI based on every single company’s specific use case.

    [00:15:11] So you can say this number of, you have this number of people in your organization that are affected by this problem. And based on your organization’s numbers, very specifically, we are going to charge you this because we reasonably believe we can create change for your organization based on your Own numbers in what’s so cool about this amplify pricing calculator in when you just generally speaking, when you are able to articulate what your program delivers and then be able to say, and here you go, this is your organization, or this is your small business, or this is your corporation, or this is your university.

    [00:16:00] And here, here’s what is being affected in your sphere and with based on your numbers, you literally take the potential licensees own numbers, whether it’s numbers based on people or numbers based on the statistics or numbers based on sales or numbers based on attrition, whatever that is that that organization is struggling with and the, your program obviously affects and solves and we can literally take the organization’s own numbers and show them back to them.

    [00:16:29] And it’s such a cool thing in being able to have the power to sit across the virtual, which is really what it is now table from an organization and saying, I see where you guys are struggling here. I want to be able to partner with you. I want to bring this solution that we know is proven. We know it’s transformational, which we have to know that little little prerequisite here.

    [00:16:51] If your program and your content isn’t transformational yet, we need to level that up. And sit across from them and say, here you go. Based on your numbers. This is what we have and we want to create this change for you. And we want to, we want to help you do this. That is the Amplify ROI pricing formula.

    [00:17:11] And so let’s kind of recap what we talked about here today. We talked about how to price your program for licensing. No joke. You guys, this is the number one thing that I get people reaching out to me on LinkedIn and Instagram and sending us messages saying, I’ve been approached by a company and they, you know, I need you to help me price this very, very fast.

    [00:17:32] Within our own client private ecosystem, we do help with those type of emergency wonderful opportunities. But here on the podcast, let’s be real. I can’t I can’t give you the exact answers to that. And I would be doing you a disservice if I did. I haven’t even heard your voice yet. So I’m giving you as much as I can to really equip you to move in the right direction to start thinking strategically about licensing so that You don’t shoot yourself in the foot so that you don’t undersell yourself.

    [00:18:00] Um, and let me tell you a quick case study of a client of ours because I want you to feel this way as well. She came to us and she was teaching a 6, 000 workshop to an organization. She had amazing systems and processes and materials and she’d been a consultant to corporations for a really, really long time.

    [00:18:19] And based on her content, we were able to repackage it. And represent her program out using a combination of the bulk calculator and the amplify pricing calculator. And she was able to turn around and license this program for 298, 000. And she said to me, she’s like, I never would have ever asked for that much.

    [00:18:44] And so that might be what you’re thinking. You know, when we talk to clients with licensing, sometimes there’s. A big mindset block in this where you’re thinking, how can I go from selling something that might have been, you know, even like a 10, 000 strategy or a 1, 000 course or shoot, even if it’s a 9 course for heaven’s sakes, how can I go from that?

    [00:19:10] To licensing it to an organization and asking them for 100, 000 or a million dollars for it. And the answer to that is understanding number one, the measurable value of your work. Number two, the tangible transformation for the end user, for the licensee and the end user. So let’s, wow, I should do a whole nother podcast episode for you guys on this, but there’s a difference between your licensee and your end user, right?

    [00:19:39] When we’re moving into a licensing business model, and you’re, you’re leveling up in this B2B landscape, your end user is, is not the one you’re selling to. It’s different. The licensee is different than the end user. But that’s step number two, is being able to communicate the tangible, predictable, measurable results for the licensee.

    [00:20:01] Not even just the end user for the licensee the company that’s actually licensing your content from you and then being able to sit in front Of them showing them their own numbers and confidently and reasonably pricing based on research based Pricing methodologies in once you have this if you in any way struggle with mindset.

    [00:20:23] I can’t charge this much. How on earth am I going to charge as much blah, blah, blah, blah, blah. Then understanding the process of going through in pricing, your IP pricing, your trainings and your programs and adjusting that price accordingly to each one of your licensees. It’s just going to wipe out. Any of the guesswork that you’ve ever had, and you’re going to be able to confidently stand on your work, on your genius, on your intellectual property, knowing without a shadow of a doubt that you are going to deliver the predicted results that the program says that it will deliver in a reasonable, ethical pricing manner.

    [00:20:57] And guess what? When you’re done with that pricing, you may look at those numbers and say, that’s a half a million dollars. But you’re going to feel so good because you know, just like my client knew when we went from 6, 000 to 298, 000, she knew that we’d done the work. She saw the formula on paper. She knew the ROI because she’d done the work to unpack the process of Pricing and there was never a question and guess what happened when she went, she was so nervous to go back to this organization and say, yes, you know, here you go.

    [00:21:29] Here’s a proposal. It’s 298, 000. The guy looked at her and he goes, you know, across from zoom, you looked at her and he goes, Oh yeah. Okay. Yeah. That sounds great. Okay. Well I’ll get back to you later on today. This looks great. I mean, she probably could have charged even a lot more than she did. And her mind was blown about the value that she provided.

    [00:21:49] And I mean, at the end of the day, that’s what we’re all here to do, right? I’m here creating this podcast episode for you to, to create value. And to pour into you and to help create a change in your thinking and your business so that you can move on to do the work that you’re really called to do. You’re here to learn how to price it so you can create value and pour in to the people that you’re supposed to serve and expand your reach.

    [00:22:17] But both of us, you and me, we truly deserve to be compensated from the years and the blood, sweat, and tears and the research and the experience that we’ve gathered in order to do what we both do. You deserve to be compensated for your work. I deserve to be compensated for my work. We’ve worked hard to earn that.

    [00:22:39] But in the same thing, we always lead with providing value. And when was my last thing I’ll say to you here in this episode, when you lead with always serving first, no one will ever question pouring into the value that you request. Never. They’re never going to question that because they truly believe that you have their best interest in mind because you actually do.

    [00:23:06] That’s the difference maker. And you can actually take this pricing lesson in this strategy and apply it to everything that you’re doing, whether you’re pricing a course or a mastermind or a retreat or anything else as well. That’s how we price these programs and that’s how you’re going to be successful.

    [00:23:24] I hope and know that you found value in this. I appreciate you being here again. My name is April Beach. We work with subject matter experts, coaches, and consultants to build million dollar offer ecosystems and help you license your IP. and expand your reach to build your business and your life to the next level.

    [00:23:45] So if that’s the strategy that you need and you are looking for, here are two different resources that I will provide for you to get started. The first one is just go over to our website at sweetlifeco. com. Again, that’s sweet life. Co. com. You can find an application to apply to work with us or be in any of our programs, our licensing accelerator, any of our workshops at any time, or you can dive right into our very first kickoff training.

    [00:24:13] It’s called licensing launch pad, and it’s an awesome little micro training that takes you through even deciding who you want to sell it to. And I even break down what industries are buying from you. And that program can be accessed by visiting licensinglaunchpad. com. Again that’s licensinglaunchpad.

    [00:24:34] com. And if you found value in this episode, please share it with your friends. We are just going on year number seven of producing this podcast and I refuse advertisers. Because I think they’re very annoying and they, and they break our thought process. So because of that, we really appreciate you just clicking the up arrow and sharing this show on LinkedIn or on Instagram and just helping us expand the reach of our work.

    [00:25:00] Thank you so much for listening and I will talk to you guys soon.

     
     

     

     

    Scale Your Coaching Business: B2B Transition Made Easy with April Beach (Episode 315)

    Scale Your Coaching Business: B2B Transition Made Easy

    &nbsp

    Who This Show Is For and Why It’s Important:
    This episode is crafted for you, the seasoned consultant or coach, who’s considering moving from B2C to B2B. It’s essential for those of you who have proven success with clients and have developed systematic approaches in your work. This is about taking your impact and profitability to the next level while easing your workload.
     
    In this episode, we specifically guide you through developing and implementing two core strategies for transitioning to B2B consulting. First, we focus on creating a certification program to train other professionals in your field, turning potential competitors into your clients. This approach leverages your expertise and establishes a collaborative network. Second, we explore the process of licensing your unique methodologies to these professionals. This strategy not only extends the reach of your work but also enhances your role as a thought leader in the industry, all while reducing your direct workload.
     
     
     
    Takeaways:
    • Developing a Certification Program: You’ll learn to transform competitors into clients by creating a training or certification program in your expertise.
    • Licensing Your Expertise: Discover how licensing your methodologies can broaden your business scope and reinforce your thought leadership.
    • Reducing Workload, Increasing Impact: Understand how these strategies can lessen your day-to-day tasks while boosting your impact and income.
    • Establishing Thought Leadership: Insights on how to position yourself as an industry thought leader.
    • Fostering a Professional Community: Emphasizes the value of building a network of professionals using your methods towards shared goals.
     
    Resources: 
     
     
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:
    315
     
    April Beach (00:00.854)
    All right, let's dive into the nitty gritty of this episode here. So we're talking about the opportunity for you to move from B2C consulting to B2B business coaching and strategic consulting. And first of all, I wanna unpack who is this for. So this episode in general is for those of you guys who are established consultants. You're an established coach.
    
    or you're an established subject matter expert and you have already been working with clients sometime. You have a track record of getting clients results and you've already created systems and methods and processes to get clients results. You've used these, you may have courses and trainings and retreats that you host or one-on-one consulting sessions, one-on-group consulting sessions. Basically, you have done that side of your business. You have built your business, you're good at what you do, you have your offers and your programs.
    
    That is who this episode is for. And frankly, that is who's ready for this conversation. Now, when we're talking about moving B2B, there are some things that I want you to be thinking about because it sounds really sexy and you're probably seeing other people do it and you think that it could be really lucrative, but I'm here to unpack the back end of it as well so that you're really sure whether or not this is a good decision for yourself. So here are some markers.
    
    that you may identify when you're ready to move over to B2B Coaching. So the first thing is, is are you still super happy and excited about working with your clients? So if you...
    
    They're kind of getting into this place where you've been serving clients a long time. You've been doing what you've been doing and you're ready for something new. You're ready to move up for a new challenge or maybe another level of impact, another level of significance that you're having and you're feeling like you want to impact more people. You're probably thinking, oh, well, I'm going to be doing less people in this way. You're actually not. I'll explain it to you. But you want to do something higher, bigger, more.
    
    April Beach (01:59.242)
    and maybe you just are ready for a totally different challenge, then B2B consulting is a great opportunity for you. If you've done that, you've been there, you've done that, you feel like your programs are on a roll and you want to level up your business, level up your thought leadership, level up your personal brand, level up your business brand and level up your profit, B2B is really the way to go. Here is the warning though. If you still want to be completely hands-on,
    
    in B2C, so you still want to be the primary person delivering all your programs. You just love your whole business to consumer side of your business. Even if you're working with other coaches, whatever that is, you love it, love it, love it, and you're not ready to get out of it, then maybe it's not quite the time for you. And then another consideration for you, when we're talking about moving over to B2B is, are you ready?
    
    and hear me out when I say this, it might give you like little heart palpitations, are you ready to allow other people to, other coaches like you perhaps, to access your materials, to access your systems, to access your IP, to access your, you know, all of your SOPs and your processes and your trainings. Does the thought of that make you super excited or are you like, oh no?
    
    I don't want anybody seeing all of my assets, all of my IP and my gold. I could never imagine another company having access to my stuff and me not being the one to actually distribute it. So those are just some things I want you to think about. There are no right or wrong answers there, but my job, my responsibility, my passion for what I do in our industry is pouring in all these strategic thinking objectives for you so that you can make smart choices for yourself.
    
    So those are just some of the things I want you to be thinking of. When we're talking about moving from a B to C business model and moving over to a B to B business model, we have to take in a lot of considerations. And here's some very specific questions I would love for you to address for yourself. So first of all is, what do you wanna be known for? What do you wanna be known for in your space? Do you wanna be known as this person, this front runner, or
    
    April Beach (04:20.514)
    Do not really care if your name is all over everything, but maybe it's more important for your methods and your teachings to get in the hands of more people. That is one thing I just want you to be thinking of. And then the next thing, like I talked about, is what are you excited about? What work do you wanna do? What are you really excited about creating new things or working with new people or helping to make an impact in your industry in a different way? If you're excited about that, that is really an important indicator that you're ready possibly to move into B2B coaching.
    
    And then the third thing is how important is it to you to expand the reach of your work? So let's kind of unpack what this looks like. When you are working B2C, even if you are doing huge launches of group programs, you're still only impacting the end users of that program, whether you have 10 or 20 or 20,000 people in your program.
    
    You're still only impacting 10 or 20 or 20,000 people with your program. When you go to a B2B model, let's say for example, you were going to give another consultant an opportunity to share your program's content, your work only lies in the effort to bring those other consultants and coaches up to speed.
    
    So let's say you have five different consultants and coaches that you're working with on a B2B capacity and you're allowing them to share and distribute your work. And now let's say that each one of those coaches had 20 or 200 or 20,000 people in their program. Now look at what you've done. It's basic math that you are creating an exponential reach with your work.
    
    And a couple of cool things happen when we do that. Number one, your workload actually tends to be reduced. Number two, you get to be elevated to that thought leader space. Number three, you get to work with more go-getters, gung-ho people that are really passionate about the same things you are and support them. And you don't have to be the one, usually in all the marketing and the nitty gritty and some of the really tiring work that tends to...
    
    April Beach (06:43.954)
    happen and burn out coaches and consultants and service experts. You don't have to be a part of that anymore. And so moving from B to C to B to B could be a really great option for you. And if those things make you excited, then you're in the right place with this podcast. You're also in the right place for working with us at The Suite Life Company. This is what we do. We help establish coaches.
    
    and subject matter experts and consultants develop your next level programs and sell them B2B through licensing and certification and other ways we can expand your roots. So now what I want to do for you as promised is I want to unpack the most basic but super powerful. So just because it's basic, don't think it's not good. As a matter of fact, we have a handful of clients that have completely
    
    revolutionized their entire business model with these steps I'm giving you here. And they have never been happier. As a matter of fact, I just talked to a client yesterday and we worked with her to change her business model from B to C to B to B. And she literally sent me a message yesterday. She said, April, I have never.
    
    been more happy in the work I'm doing. I've never felt like I was really able to make the impact I was called to make and here I am with these simple changes and thank you so much and it's just amazing. As a matter of fact, she actually graduated out of our program. She doesn't even need us anymore because she is out in soaring and flying on her own and making this impact. So just because what I'm gonna tell you is simple, please take it to heart.
    
    because this is what people pay me a lot of money to tell them, right? And so that's what our podcast insiders get. So the first business model to move you to B2B from B2C is what I call a one-two punch. So that would be creating a training program for your competition. This is what we call turning your clients, or turning your competition into your clients.
    
    April Beach (08:49.346)
    Let me say that again, because it's a good punch line and I messed it up. This is what I call turning your competition into your clients. So we can literally take your competition and bring them into an ecosystem and you can create a certificate or a certification program and actually certify other professionals in your established methodology, or you can certify them to use your tools or your process.
    
    So we are duplicating you. So step one is the building of that certification program, bringing other people that used to be your competition now into an amazing ecosystem of all these different businesses and might be working with similar audience. We may have seen that they're like, quote unquote, competitors in the past, but now all of a sudden you're creating a collective of like-minded people that are all working towards and achieving this goal. And they all understand one thing.
    
    One very important powerful thing, they all know your processes, your methods, your frameworks, your systems, and they're all able to tell people that they are certified or trained or accredited or whatever words you wanna use. We're not gonna get into all the language here in this. There are ramifications for the language you use, good and bad, but they are trained in your methodology.
    
    And so what this does for us is it helps us to open up this entire world in where you are working with these people, you're having these mastermind meetings, you're training people in your ways and your ninja skills, and you are giving them all of your steps and tools and processes. And you know who this is really great for? This is really great for your competition that isn't quite to where you were in business.
    
    Like they always looked up to you. So you're thinking, wow, you know, who would wanna do this? Let me tell you who. They're usually businesses that have not achieved the level of success that you have with your clients. And so they're looking for these shortcuts. They're looking for ways where they can provide their clients with better results. And then therefore, now my dogs are barking.
    
    April Beach (10:58.57)
    And then therefore, when they provide better results to their clients, then they make more money, and then it's also expanding the reach of your work. So when we're talking about a one-two punch, step number one is creating an opportunity for other businesses to become certified or trained on your methodology, and they can take that into their own program services, businesses, courses, retreats, masterminds, memberships, whatever that is.
    
    And in the process, we're elevating you as that thought leader still, you're making more money, but you're not the one having to deliver it. So that's step number one. And then the one, two, here you go. Here's the right hook, left hook of this business strategy is then on the after that, after you have validated that they're good at what they do, they can follow along the processes, then you give them an opportunity to license your materials and actually use your trainings.
    
    coaching steps Worksheets all of your materials within their own consulting programs. So first of all you train them in your ways Like Star Wars padawan I have to use that reference because I just finished watching all of the Star Wars Soca series with my teenage boys and if you are a parent and you have boys and you know exactly what I'm talking about so that you know in Star Wars they have like that
    
    the Jedi and they have like the padawan. Well, you can create that. You can create these little padawans with your methodology and all of your thoughts and teach them what you know. So instead of competing, you're creating a collective of amazing professionals that are all centered around using your genius work to elevate their clients. And then part two, after they're certified or accredited or they've received the stamp of approval or whatever you end up calling it.
    
    Then you give them permission to use your materials in their own business, and that is called a license. So there's a separate, there's the certification and the training period first, and then there is the licensing period where you give them permission to utilize your materials in their programs with their people. In this, by far, my friends, is the quickest, fastest way to transition you from B2C to B2B.
    
    April Beach (13:21.046)
    Here are a couple of things that we know. The people that admire you the most, the businesses that are really tracking and following along with what you're doing because they're trying to be like you or they're trying to level up, they're on your email list. They're following what you're doing. When you and when our clients in the past have put out a statement saying, we're about to do something totally different. We're about to take our program system training and allow for other
    
    coaches and consultants to learn it, to access it, to see on the inside. And I'm gonna teach you my ways. It is gangbusters. All of a sudden, literally in one email or one social post or one video, we have taken you from swimming in that red ocean, competing with all these other people to elevating you.
    
    catapulting you, you're on a yacht, you're on a parasail flying over the water, you are in a totally different realm where all of a sudden you are leading the way because you're thinking differently. The definition of a thought leader is not somebody who's just talking about all this stuff all the time, it's somebody that's truly thinking and working in a different way and presenting their ideas in their business and in questioning things and disrupting things. You're literally leading a different way of thinking.
    
    And when you transition from B2C to B2B in this way, we are instantly elevating you to that thought leader platform and people are gonna follow you because they see that you're doing something different and they see that you're including them and you're not trying to bury them and smush them, that you're literally collectively working to build a future of profit for everybody. And that is one of the most powerful things that I can share with you about moving from B2B to B2C over to B2B.
    
    So let's kind of recap what we talked about in this episode. It's a short power packed episode, but again, my job here is to introduce you to the world of B2B strategic consulting, licensing, next level offers and programs. And so in this, you're gonna get from us here on the podcast strategic thought processes for those of you guys that are ready for these next levels of business strategy. And of course,
    
    April Beach (15:35.87)
    We're here for you when you are ready for the coaching and you're ready to dive in, you're ready to get our processes to be successful in this. Of course, you know where to find us at sweetlifeco.com and we're ready and willing to work with you. We can't wait to work with you. But my job here is just to get you to think differently, especially in an oversaturated consulting and coaching space. So.
    
    With that being said, what we talked about today is if you have an established consulting business, coaching business, you're a subject matter expert, you're a service-based entrepreneur of some kind. And you've been doing what you've been doing, you have great processes, you have great methods, you have great steps of service, they've gotten people results in the past, and you're kind of over it. You're ready, you're kind of wondering what's next, or I'm getting burned out.
    
    I'm ready to make more money. I'm ready to help more people. I'm ready to expand the reach of my work. I'm ready to get out of marketing and online funnels and all of these things that tend to be incredibly exhausting for really hardworking coaching and consultants that are trying to continue to scale their business. If that's where you are, a consideration of moving to B2B is something that would be really, really good for you to take a moment and think about.
    
    And today on this episode, I have shared with you the one-two punch of a business model that you can use, that many of our clients use, to go from this B2C to B2B. And that business model is, first part of it, is creating the access to your systems for other coaches and consultants. Creating a community, creating collaboration. You know, we've talked about this for the last three years, is that community and collaboration of partnerships
    
    is the future of business growth. It's not competition, it's collaboration. That sounds like such a cheesy Instagram line, but here I'm showing you the business model of how that works. It's not a cheesy Instagram line. It's a business strategy. And I want you to have the best of the best of the business strategies to elevate the work and to be rewarded financially and in your lifestyle for the work that you've done.
    
    April Beach (17:47.966)
    So that first punch is creating an environment to bring in other people that could benefit from understanding your processes and your methods and giving them access to it. And then part two is then for maybe all the people or a small portion of the people, licensing them the ability to even utilize your materials and your trainings, your recordings, your teachings, you can even give them.
    
    And this is like the last bonus tip I'll give you. I'll share with you a little story. I have been doing this since 2008 in my own business. One of the reasons why I'm qualified to teach people how to do this, I've been doing this for a very long time. And at one point in time, at first, I just gave other businesses the recordings of my classes. And I said, Ayanna, you can distribute these in your business. But then I realized, just like we want you thinking about, we're always creating offers and programs that is the best.
    
    for our people, we wanna serve our people. And so in that same line of thinking, even though they used to be what you consider competition, they're my clients now. And I was thinking, what would really be the best for them? What would really make these consultants, these coaches look so good to their clients? And what would make them make more money? Because when they make more money, I make more money. And I realized that I wanted to literally give them.
    
    all of my curriculum and even give them the ability to re-record my classes with their face, their voice, even in some cases their company logo on them. And as soon as I realized how to package my IP in a way that would allow for other businesses to succeed and make more money and it was all about them and I wasn't trying to hold on to so much control.
    
    because I was ready to do something else and I was ready for the next level of my life and my business. So I was okay with that. That is when all the floodgates were opened and everybody just got so freaking blessed. It was absolutely incredible. And the profits had been rolling in ever since. And so those are some of the things I want you to be thinking about here as we talk about this transition. But now that you've listened to this whole episode and we've spent about 20 minutes together.
    
    April Beach (20:03.938)
    The most important thing is coming back to the beginning. Are you ready for this? Are you holding on to your work that you wanna be the only one teaching what you teach and how you teach it and the way you teach it? And if that's where you are, that's awesome. It's the identification that that's where you are. You could be there forever and that is absolutely so cool for you. But if you're to that place where you're like, yeah, you know, I think I can kind of loosen this up a little bit and I think I would be okay with others understanding my secrets.
    
    my intellectual property, my secret sauce, my unique method and framework that, you know, is just absolutely delivering guaranteed transformations. As soon as you realize that it's okay and you're ready to open up that grip a little bit and you're ready to think bigger, think at the next level, think about a more reach and how many more people you can impact and how much more money you can make and you're ready for that next level of your business, then this is a great.
    
    move for you to consider. And as we're here kind of a little bit towards the beginning of this new year, when you're listening to this, we're gonna be focusing a lot here in 2024 on the Suite Life podcast, unpacking a lot of strategies that we work with our very high level private clients and with clients in our Amplify ecosystem. I'm gonna be sharing some of these things with you because I wanna introduce this, I wanna introduce you to some of these things that you may not be aware of.
    
    that I know are gonna make a huge impact in your business. And this is one of those episodes that could literally, if you listen to this and you think on it and you start taking action on it, this is one of those episodes that could be a complete life changer for you in your business moving forward. And I hope that you give this particular episode the attention that it deserves and to give yourself permission to ask yourself those questions that we talked about in the beginning, you can always replay this. And of course,
    
    We are here for you. When you're ready to make these transitions and you want a strategic partner, to think about all the ins and outs, to help you decide what you give away and what you keep, and to give you the frameworks and the processes to actually build this next level of your business, I would love for you to reach out to us. You can find all of our resources by visiting sweetlifeco.com. We have programs, we have accelerators, we have retreats, we have one-on-one, and we have amazing workshops that will bring you and your business into this next area.
    
    April Beach (22:30.486)
    Thank you so much for tuning into this show. I can't wait to drop more trainings for you this year and all the experts we have lined up to work with you this year. And we just really appreciate you sharing the show with your friends.
     
     

     

     

    How to Create Impactful VIP Days: Step-by-Step Strategies for Coaches with April Beach and Amy Yamada (Episode 314)

    How to Create Impactful VIP Days: Step-by-Step Strategies for Coaches

     

    Episode Bonus: 
     
    Summary:  
     
     
    Thinking about selling VIP days and don’t know how to start? You’re in the right place! In this engaging episode, we sit down with Amy Yamada, a seasoned expert in the coaching realm, to explore the ins and outs of creating and offering VIP days. This episode is a goldmine for coaches and consultants eager to inject a fresh, personalized approach into their services. If you’re looking to set yourself apart in the coaching market with offerings that truly resonate with your clients, offering VIP Days might be your answer? 
     
    In this show, Amy walks us through the key elements of crafting VIP days that not only meet but exceed client expectations. You’ll learn how to pinpoint exactly what your clients need and tailor your VIP days to address these needs effectively. We also dive into strategies for confidently setting and communicating your prices, ensuring your clients understand the immense value of these specialized sessions. Plus, Amy shares her secrets on post-session follow-ups that keep the momentum going and strengthen client relationships. 
     
    By the end of this episode, you’ll have a starting roadmap for offering VIP days in your coaching or consulting business. You’ll also be equipped with actionable tips and a deeper understanding of how to create these powerful, transformative experiences. So, if you’re ready to take your coaching game to the next level, tune in and let’s get started. 
     
    At the end of this episode, you understand: 
    1. Tailoring VIP Days to Client Needs: Understand how to identify and address your clients’ unique challenges and goals, ensuring that each VIP day is a personalized and impactful experience.
    2. Effective Pricing Strategies: Learn how to set and communicate the value of your VIP days, enabling you to confidently charge rates that reflect the high-quality, bespoke service you provide.
    3. Post-Session Engagement: Discover the importance of follow-up support and how it can enhance the effectiveness of your VIP day, leading to stronger, ongoing client relationships.
    4. Marketing Your VIP Days: Gain insights into effectively promoting your VIP days, highlighting their unique benefits and differentiating your services in a competitive market.
    5. Practical Implementation: Walk away with actionable steps to integrate VIP days into your coaching or consulting business, enhancing both client satisfaction and business growth.
     
     
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:

    314

    April (00:02)
    All right, you guys, I’m back again with my friend, Amy Umada. And the last time she was here, we were talking about ChatGPT, which is also an area of Amy’s expertise. So you can go back and listen to episodes 277 and 278 if you are here and you want to know more about utilizing ChatGPT to streamline your operations and your marketing and all these genius things that Amy teaches. But today we’re talking about VIP days. And this is such a timely topic.
     
    completely in transparency for you guys, because you know, I’ll also always tell you the truth. I really hadn’t had shows lined up that I was really excited about for 2024 yet. And I thought of Amy and we do some collaboration together. And I was thinking, oh my gosh, this is just the perfect show to do. Let’s dive into VIP days. Because as you guys remember, we just did a show where we dropped the latest trends for subject matter experts, coaches, and consultants. And the number one trend is that people
     
    are no longer seeking to be part of these big, huge launches, these big, huge programs where they’re another number and they are paying for highly curated experiences. And this is a perfect introduction into talking about VIP days with Amy. Amy, thank you so much for coming on the show with us. How are you? I’m so glad to be back and speaking about a topic that I’m very passionate about. And it’s just something where whether you’re totally new to VIP days and this is your introduction to them or you’ve been doing them for a while and you wanna take them to the next level.
     
    I just think it’s a very fun topic because it’s been probably the most fun, easy, and impactful offer that I’ve had as part of one of my offers. And so I’m excited to share anything that can support those who want to offer them this year. I am totally excited to dive in. Okay. So let’s first of all define what a VIP day is.
     
    Let’s start at the…
     
    the basics of the basics. You’re a coach, you’re a consultant, you’re thinking, hey, you know, VIP day, not only sounds like something I would like to attend, but maybe something I would like to sell. How do I define a VIP day versus just a day attending a workshop with me, perhaps? Yeah, that’s a great question. So the way I like to define a VIP day is think of it as a private, like a one-on-one full day intensive.
     
    And you can call it what you want. I know in the coaching industry, we call it a VIP day. You could call it a personal retreat. You could call it a one day intensive. You can call it a solo experience. I mean, you can really call it whatever you want that makes sense for you and your ideal client. But it’s a way for you to work with someone, completely personalize the day to them and think about what is it that my ideal client wants to get out of our experience together and what is their ultimate desire transformation or outcome?
     
    And by coming together for a full day, whether it’s in person or virtually, you can accelerate their experience of getting to where they want to go. So I just have found that it’s been a great way to work with those who, as you said, not all people want to jump into a long-term coaching program or a group or a mastermind, even though I’ve loved those formats as well. But it’s been nice to have something that is short and accelerated and gives them my personalized attention. OK. So I want faster results.
     
    I want your personal attention. I’m gonna seek out a VIP day. And I know that there are customers out there that are certainly looking for that as well. You know, and really quick, just talking about the trends, have you noticed that as well, being in the industry for a while, that change away from these big, huge mass launches and programs where they would be, you know, 500,000 seats sold at a time. Have you seen that as well in your space?
     
    I mean, it’s been interesting because I was recently a part of another entrepreneurs big launch and they still did very well. I mean, I think that it was a launch that does target newer entrepreneurs that really, you know, when you’re newer and you’re just like craving the information, you’re like, I want to know the model. I know I want to know the secret. I don’t have a large budget. So I think there’s still a time and space for that. But especially for those who’ve been in their businesses or own businesses for two, three, five, ten plus years. I think you just get to a point where.
     
    It’s more about implementation and team systems and then investing in the very specific things that you need versus being a part of a larger group mastermind. And I say that and I’m still a part of a larger group mastermind, but even when I have been a part of a group mastermind, I always find like my business besties within it and we create our own pod, you know, and I make a note of getting to know the lead coach and the coaches. I’m like, I don’t wanna just be another number even as a client, let alone have clients that feel that way too.
     
    So I think that when you’re working with someone who’s been in business for multiple years, then they are craving that personalized attention and a very specific outcome. So yeah, I totally get what you’re saying about that. That’s so funny. That’s really good insight. And actually, now that you said that, I think that’s how you and I met. I think you and I onboarded the same day into that larger business mastermind. Funny, that was like years ago. It seems like, okay, I think that’s how we met. Who knows? All right.
     
    So let’s dive into really how does, you know, our listeners are subject matter experts and coaches and consultants and authors and speakers. And they’re thinking about doing this VIP day, but they’re second guessing whether or not they’re qualified to actually even deliver a VIP experience, which we’ll talk about later, but even just be in a position to charge what needs to be charged in order to truly deliver a VIP experience. So I know
     
    that a lot of people based on what you say face this resistance of, wow, can I actually do this? So where do you want them to start first even thinking about whether or not they should offer VIP services within their business? Yeah, I would say that the first step is to enroll yourself first. Meaning, and just know that I struggled with thinking about charging high ticket for a VIP day. What I teach now is I teach clients and workshop attendees on creating and selling a $10,000 VIP day.
     
    And I myself really struggled with the thought of that at one point in my journey because I’d never done it. Right. So it was that whole question of like, who might have think that anyone would invest anything to work with me for a day? And I had a mentor at the time that was encouraging me to sell them for ten thousand dollars. I’m like, there’s no I’m a very optimistic person and there’s no way. I was like, I can’t do it. And she said, OK, how about we’re like negotiating? She’s like, how about seventy five hundred? I’m like, no, I just I can’t even imagine saying the words out loud on a call with someone. And she said, all right.
     
    How about this? How about you sell the first two at $5,000 and then bump it up to $7,500 and sell like six more? Which was an ambitious goal within a month. And I said, I’ll see what I can do. And that month, I ended up selling five VIP days for $5,000 each, paid in full. So it was a nice $25,000 bump in my business, right? Like who doesn’t love a nice revenue bump? Right. And it was so great to just get out of my comfort zone and stop making it about me.
     
    and my limiting beliefs of who am I to think that anyone will ever invest $5,000 to work with me for a day. And instead, focus the spotlight on them, them being your ideal client and ask yourself, do I believe I can make a difference for them if I got to spend one dedicated day with them? It just has a reframe on it. So whenever I shift my thinking like
     
    Do I believe I could really make a difference for someone? Yes, I could make a difference for someone. If we got to sit down and roll up our sleeves and spend a whole day together, like think about how much you could do in a day and how you can accelerate their growth because they don’t have to do all the things you did to get to where you are now because you’re gonna fast track them. You’re gonna share with them what has worked and what hasn’t worked with yourself and others. So I would say enroll yourself first and ask yourself, like think about someone, think about one person that represents your ideal client and ask yourself.
     
    Do I believe I can make a difference for them if I got to spend one entire day with them, whether it was in-person or virtual? And I’m willing to bet the answer is yes. Okay, now you’re enrolled in someone enrolling in a VIP day with you. So it’s gonna be a lot easier for you to actually speak into this when you believe in the value of it. Wow, oh my gosh, I love that. And I can see why the graduated process that your coach was walking you through bought you into it as well. I know that that’s…
     
    how I started out as well, like a little bit more and a little bit more. And then all of a sudden I realized, wow, this is blowing these people’s socks off. They would have paid so much more than I actually charged for this. And look at the results. And I also I also remember that when I first started increasing my prices that it gave me so much more confidence as well, because I saw how blown away they are with their own results. And you’re right. It was just it was all about them. So that leads me to my next question. So.
     
    buying in and believing in your value, you know? And then we go, okay, but how do I actually transfer the value that I’m saying that you’re gonna get out of 10K into what I’m actually doing with them? How do I actually know, I have to structure this in some capacity, they can’t just show up and just hang out and I have some, you know, lunch waiting for them. There has to be some sort of a framework around what we’re gonna talk about.
     
    How do you recommend people determine the framework of that VIP day and what they’re actually doing, what problem they’re solving? That’s a great idea. Great question, I should say. One of the things that has helped my clients with answering this question is to grab a piece of paper, draw a line down the middle vertically. And so you make two columns. And on one side, you put pain points. On the other side, you put solutions at the top. And so then you can bullet point out, what are the top?
     
    pain points that your ideal client has? And then next to each pain point, what is a solution that you would recommend for each of those pain points? And by doing that, first of all, you can see how freaking brilliant you are because you have a solution for all of their problems. Right. And you might even notice that there might be some redundancies in the solutions, like, oh, if they have these three problems, this solution can actually address these three problems.
     
    But by doing this, you can also see, OK, here are some things that I can apply during a VIP day. And then just know that you’re going to customize the VIP day to the person. So one of the questions I often get from people is kind of what you’re saying is, what does this flow of the day look like? Well, first of all, it’s about what is the flow going to look like that’s going to best serve your ideal client. So whenever, like when in doubt with anything in my business, I always ask myself, what is the flow going to look like that’s
     
    How can I best support my ideal client? Or how can I make the biggest difference possible for them? So for some, they might prefer a shorter VIP day, like four hours. I remember having a mentor when I would invest in a VIP day with her. It was four hours was considered a full VIP day. And we would pack in it. Like, I mean, I would fly out to San Diego. I live in Seattle and I would go to her house and we’d grab some coffee and she’d have like a big flip charge. She’s like, all right, what are we talking about today? And we’d get to, it was fast and furious. And that’s what works for me in terms of a client.
     
    But as far as being a coach with my clients, I’m such a connector. I like to take our time. I don’t want to feel rushed, you know? So for me, I always go from, if it’s in person, it’s 10 to five. So it’s a full day, including a fabulous lunch. I like a little luxury, like a luxury in it. So, but that’s just the framework of like the itinerary, but what’s most important is what are they going to get out of it? So they’re coming to you because they want your personalized attention. They want access to you.
     
    and they want to accelerate their growth. It happens to be three A’s when I discovered this. It wasn’t planned, I’m not that clever, but access, attention, and acceleration. When they’re able to get that access to you as the expert and they get your personalized attention to really meet them where they are and get them to where they wanna go and accelerate their growth, the client is super happy. So I would say think about their pain points, the solutions to those pain points, and then customize the day specifically to the VIP day client that’s stepping in.
     
    So that really addresses those pain points and gets them going. I have so many questions I wanna ask you that are outside of the scope of what we’re talking about today. But about pre-boarding and on ramping and on boarding and off boarding that it’s all Amy’s area of expertise. You guys go to Amy, I’ll give you all the links. I know our clients are thinking or our listeners are thinking right now, well, how do I get ready for that? And how do I make sure it’s good and all these other systems? But.
     
    But I do want to ask this one question. When somebody curates this VIP day, how often do you find, and maybe this is just a personal question with you, how often do you find that there needs to be a little bit of an afterburn support after that VIP day? Or is that like, nope, we’re done, see you later bye, pay me another time? How does it usually work with you with your clients? Yeah, you know, it’s interesting you asked this because I’ve tested.
     
    different ways of supporting them after the fact. What I’ve found that has worked for me is to schedule, as a part of the package, one follow-up private coaching session to be used within 30 days after the VIP day. And here’s why. It can help with accountability. So if they’ve started implementing some things they’ve learned from the VIP day, it can help them hold themselves accountable to build that momentum. It can also be great for going deeper on anything we didn’t quite go as deep on that we planned on.
     
    Um, and then also on that call, you can, you can, towards the end of the call, if you believe that this client could become a longer term client, because you’re like, Oh my gosh, I love this person. We have such a great connection. I can see how I can help them implement. Maybe they become a private high ticket coaching client for you. Right. So, so I would say wait till the end because it is a coaching session, but towards the end, I might say something like, you know, based on everything that we’ve covered during the VIP day and during our session today,
     
    I believe I could help you further in terms of implementation. Do you want to talk about what would that look like? Or do you want to explore what that would look like? And oftentimes they’ve at least been curious about it. And so I’d say, okay, do you still have time today if we have space or we can talk in the next couple of days and then you can upsell them to a longer term offer. And it’s been great. And some of my clients who’ve had the fastest results have kicked things off with a VIP day because we just did that deep dive into what they’re up to and what they’re creating.
     
    The other thing I do want to share though, and I love that you were talking about the pre and the post, that one of the biggest pieces of advice that I can give if you really want to crush your VIP days is to include what I call an intention setting call before the VIP day. So for example, say that you enroll someone into a VIP day, but they’re flying out to you or you’re flying to a really cool destination and it’s a month away.
     
    We don’t want a whole month to go by. And then our first, our next conversation, I should say, to be in person on the VIP day. So I recommend scheduling, even if it’s 15 minutes, a short intention setting call or call, call it what you want to call it, but like a grounding call that you schedule within a week prior to your VIP day. And then when you jump on that call, keep it super laser focused. It’s not the VIP day. It’s not a coaching session. Uh, but if you are my client April, I’d say, okay, April, first of all, I’m super excited for our in-person VIP day coming up on Friday.
     
    from today’s vantage point, what specifically do you want to get out of our VIP day? And then I would take notes, take notes, because those notes are your guiding light, that’s your North star, your compass for the VIP day, bring it to your VIP day and say, okay, so we talked about the other day and that’s how you will get a testimonial every time. I love that. I have two clients flying in here to Boulder, one this month and one next month, and I’m going to do that.
     
    and I’ve never done it before. We usually do, it’s not even, they’re entering into a longer term mentorship with me. So it’s not just one VIP day, but I love the starting out in person. And I’m totally stealing that. Yeah, I’m totally stealing that. I’m like, we’re gonna set this intention call ahead of time to help me help you better. Okay, so we’ve talked about the framework. We talked about the understanding of believing. And I just want our listeners to realize
     
    you guys want this, I want this, Amy wants this, we all want this sort of level of service. So take that and now understand that your clients really want this too, as you’re going through this process. And I just, I feel really strongly about, especially moving forward in 2024, these curated mentorship type of business models, just because we know that so many people really are craving this. So just another little confidence boost if anybody’s.
     
    out there wondering if this is for you. Question is, do you want it? And if the answer is yes, then the answer is your people want it too. Okay, so now let’s kind of wrap it up. How do you actually close it? How do you actually say, this is what it is, this is what I’m offering and communicate the value of what it is that you are doing to close and convert those leads into buyers? I love this question. We can do a whole training series on this. I know, right? I’ll keep it
     
    tight.
     
    Well, first of all, I always like to create what I call a confidence card, meaning an outline of the VIP day offer that are initially it’s like all about the benefits to them. And this is, I use it as a behind the scenes tool just to have in front of me when I’m going to call with someone. Some of my clients will create a beautified branded version of it to send them. But as far as your closing question, I just always, I’m just so real with it. You know, like when it comes to sales conversations, enrollment conversations, all I’m thinking about is how do I believe I can best support the person?
     
    So if I was talking to someone and I was asking them questions, finding out where they are, where they want to go, what they’re struggling with, all the usual questions. And if I truly believed that I could make a difference for them with a VIP day, I would say, I would say that. I would say, you know, I believe the best way that I could support you would be by us doing a VIP day together. And here’s why, right? And then speaking to the why, like when, and then I would focus on them. When you shared with me that you’re wanting X, Y, and Z, and that you’re struggling with this, you know, then this is exactly my sweet spot. And then I would…
     
    visualize with them. I’d say, just imagine us coming together. If we’re able to do it in person, even better. Come to my home here in Seattle. We’ve got a great view. We’ll roll our sleeves. And we can do the first half of the day, we can do a deep dive. So basically, share with them the visual of the journey. Here’s what I could see us doing. So the first half of the day, we’ll do a deep dive. In my case, it’s usually messaging. We’ll do a deep dive on your messaging, how you’re already. What is it that you’re already doing that’s not working so we can release that?
     
    We’ll look at all the puzzle pieces of your business so that we can just get a really good grasp of what you’re up to. And then we’ll have a fabulous lunch. And then after lunch, we’re going to focus on building out a plan that is implementable right after the VIP day. Something along those lines where they can really see that I’ve listened to them on our call and that I am being so honest about why I’m recommending this as the offer and the format and the vehicle in which we’ll cover what we need to cover. So.
     
    I just keep it real. I mean, here’s how I think I can best support you. What do you think? Right. Yeah. Do you take any clients that you are uncertain whether or not your personalities drive? No. If we are not a fit, we’re not a fit. I mean, it’s also a day of your life. I recently came across a quote that said, what you do each day should be important because you’re giving up a day of your life for it, or something like that. It’s not word for word.
     
    I have that. I will, I’m going to text you a picture. I have a big, huge one of the, it’s hanging on my wall downstairs. It’s written out in text cause you’re exchanging a day of your life for it. So make it good. Cause you’re exchanging a day of your life for it. I want my boys to see that every morning before they leave the house. So it’s a, it’s a big thing. So anyway, after this, here you go guys. I’ll upload it to the show notes so you can see it too.
     
    Uh, this statement. Um, but Amy, I appreciate this so much. And I mean, your wisdom and your framework and your teaching on VIP days for a really long time has been leading coaches and consultants in the industry. And so certainly a trusted resource and really appreciate you coming in here and, and teaching our listeners all about frameworks. And I know that you do have one of your VIP intensives coming up. Could you want to tell people about that? Obviously.
     
    You guys need to be subscribing and listening to this in real time. Otherwise it’s probably not going to be happening live if you’re listening to the replay, but Amy, tell us about what’s coming up for people that want to learn how to craft a VIP day. Yeah. Well, first of all, I do also have a cheat sheet that I just want to give. Oh, good. Yay. We can offer that link to get the VIP day cheat sheet. So just walks you through the steps to create promote and sell high ticket VIP day. So if you’re a go getter and you’re like, I just want to take it around with it. Great.
     
    I do have a couple of workshops coming up on, so I know some might be watching this afterwards, but if you’re not, it’s coming up on January 23rd, January 25th, I’m doing the same workshop twice. So people have two different times. So we can make sure we have links on that below. And then there will also be a limited time on demand training of it. And then I’m not going anywhere. So please just come find me if you’re listening to this afterwards. I do throughout the year do some trainings on VIP days.
     
    If it is something you’re serious about doing sooner than later, what I have loved about VIP days, it’s been the most like the fastest, easiest, most fun way to make an impact. And I’ve also kept the system that I teach very simple as well. So it’s not, it’s not like a big thing that you need to do, like a lot, you know, like when you’re launching something big, um, you don’t need to have an ad, you know, like a new fancy funnel or an ad campaign or any of that. I love those strategies, but this is where you.
     
    create connect offer, you know, like you create your, your VLT, you connect with your ideal clients, make offers, and you do it in a way that really demonstrates that you understand what it is that they’re seeking. You understand your ideal clients. So that’s going to be a part of the training as well. So I’ve seen people go from my workshop to like, I’m thinking about one of my clients, Tara, who after the training, she went and sold two for 5,500. She said, she’s like, I’m not ready to sell them for 10,000, so, but she sold two 5,500. She’s like, oh my gosh, I just made $11,000.
     
    from what I learned at your workshop. I’m like, and you’re welcome. And that’s what we call ROI friends. I’m talking about. That’s the fun of the workshop. Definitely download the VIP cheat sheet if you’re wanting to implement VIP days. And then let’s stay connected. Like I love helping passionate entrepreneurs to do what you love with people you love and places that you love because this life is precious. And I mean, that’s what I love about you, April. You’re all about living a great life. So let’s do this. Yes, yes, yes. And what is your…
     
    primary website for somebody who isn’t listening timely and is not gonna be able to access those resources so people can find you. Yeah, for once I’m gonna give two websites. Great, let’s do it, let’s do it. Our listeners are very smart and organized. Very smart and can handle two URLs. Okay, so one is simply my name, so it keeps it very simple, amyumada.com. And then we are in the process of building, so it may not be perfect, I’m just telling you right now.
     
    We’re in the process of this is the first time I’m telling you guys. I’m so excited. We’re building out ideal client.ai. And here’s why my dream and my vision is for this to become the go-to resource for all things having to do with your ideal clients, because I found that it’s the first thing marketers will need to know is we’re always asked who do you serve and what problem do you solve? Right. And we skip over to like creating offers. Let’s care enough about our future clients. Let’s be abundantly in minded to attract more of our idea clients by actually
     
    deeply understanding what they want, what they struggle with, what their deepest fears and frustrations are. And so we’re building out like a killer website that’s gonna have amazing blogs on it and resources and ways to deeply understand who you are meant to serve on a level that is un…
     
    Like, nobody can compete with this. Like, I can’t even stand it. So. Oh my gosh. And of course now I’m like, we need to be talking about licensing and patents and trademarks and all that. Totally, totally, yeah. So, we’re not gonna have a conversation after this about all of that. So exciting. And this is something that we all need.
     
    I mean, even me, I’ve been coaching for 27 years. I’m like, oh my gosh, well, what? I think I know what they’re thinking. And the problem is, and now we’re gonna go on a quick tangent and we’ll let y’all go, but a little behind the scenes here, the problem is, is we get so close to our expertise and we forget what it’s like to not know what we already know. I know for me, because I’m not inherently a marketer, that I struggle with that all the time. So that’s why I loved all your.
     
    AI stuff you taught last year in this, we’re gonna be all over this. So I can’t wait to hear more about this. I know all of our clients need this as well. So awesome. All right, well, Amy, I appreciate you so much, just so, so much and all of your wisdom and being here and pouring in everything that you do into this industry. And we’ll make sure that this show gets out to everybody. Thank you so much for having me. It’s been so much fun. You’re welcome.
     
     

     

     

    Top 4 Areas To Nail And Scale in 2024 (Episode 313)

     Top 4 Areas To Nail And Scale in 2024

     

    Who is this episode for? 
    Established entrepreneurs (in Phases 2-4 of my Start To Scale Up Business System”) 
     
     
     
    Summary:
    Established coaches and consultants looking to separate from the pack in 2024. You want to do your work differently and reduce friction. The theme of this year is “less in more”. We’ll be focusing on making smart decisions to reduce overwhelm and create more traction in your business. Though there are a lot of things you can do to build your company, in this show we’re focusing on 4 of the most important areas you’ll want to nail first. 
     
    For each of the four areas of your business, I’m breaking down key things to consider in evaluating how you’ll upgrade your process and profit including:
    1. 2024 industry trends in each of the 4 core areas
    2. How they affect your current business
    3. Innovative ways to upgrade, change, and pivot
     
    …All while reducing work time and doing less. 
     
     
    At the end of this episode, you will: 
    1. Know the 4 areas of business you need to focus on to scale in 2024
    2. Have evaluated each area to determine necessary changes
    3. Be able to take action 
     
    Episode Bonus:
    6 Components of a Scalable Coaching Program – Includes AI Offer Engineering and more! 
     
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:

    313

    [00:00:47] Hi, you guys. And welcome to the first show of 2024. I’m so glad to be joining you again for now. We’re rolling into the seventh year producing the Sweet life entrepreneur and business podcast. Thank you guys so much for being listeners over time and sharing this show with your friends. If this is your first time being here in the show, I’m April Beach.

    [00:01:06] I help subject matter experts, coaches, and consultants build million dollar offer ecosystems and scale your business through content licensing and everything that we deliver for you here on this show are proven trainings and strategies that you can literally take to the bank. As a matter of fact, Our slogan, our tagline is delivering you proven trainings and strategies that other coaches will charge you thousands for.

    [00:01:30] And I have been consulting coaches and consultants for 27 years with an expertise in online business for 17. So you are really in the right place. Every single thing that we talk about and deliver to you, you can immediately. Apply in your business and will be very valuable to you in this particular episode in kicking off 2024.

    [00:01:49] I was really thinking about the most important things that I want you guys to be focusing on. And in order to do this, I have been focusing on paying attention to the trends in our space. You have seen them. I know you’re paying attention. You’ve seen leaders and gurus and coaches starting to kind of fall to the side.

    [00:02:12] Some of them are just completely overloaded, overwhelmed and exhausted because they built the wrong kind of business for sustainability. Some of them are tired of having to show up on social media all the time and others Just don’t have anything else to sell. They may not have knowledge outside of the one area that they gained notoriety for.

    [00:02:34] And so this is a very special time for you. If you are an established subject matter expert coach or a consultant, and we’re talking about what’s going to happen in 2024, Now has never been a better time for you to hone in on these key areas that we’re going to talk about in our business because now is your time.

    [00:02:52] You don’t have to have thousands of social media followers. You don’t have to be a keynote speaker in front of thousands of people. You don’t even have to have a bestselling book. You just have to be great at what you do, dedicated to your area of expertise and the clients that you serve, and we can scale your business past seven figures.

    [00:03:11] So if you are feeling like you’ve been in this place where you’re just hustling and hustling and you’re never going to get noticed, frankly, many of you guys have been doing what you’ve been doing for a really, really long time and you’re not out there telling everybody about how great you are because you’re in the trenches with your clients delivering amazing results.

    [00:03:29] 2024 is your year. And that’s what we’re talking about right now in this podcast, four key areas where you can scale your business with less work. Here’s the deal. The theme of this year is more results, less time, significant impact, less work. We are talking about more for less, and I want that for you.

    [00:03:52] And so that’s what we’re digging in here, uh, on this show. This is episode number 313. All of the show notes, everything that we talk about here and reference and links and resources and downloads and all the goodies can be found by visiting SweetLifeCo. com. Just click on the podcast and this is episode number 313.

    [00:04:12] And a very quick and very important announcement to you. If it’s time for you to upgrade your offer, increase your prices, and take your offers to a scalable level. Create content, create your million dollar offer ecosystem. Then we are opening up offer engineer, which is our leading masterclass that has taught experts to build scalable offer ecosystems and content licensing programs for Over eight years.

    [00:04:41] This is program is really amazing where I get to work with you personally. So if it’s time for you to dive in and actually upgrade your offer, go to the offer engineer. com because we’re going to be doing that live online virtually in January, and I don’t want you to miss it again. That is the offer engineer.

    [00:05:00] com. Go grab your seat in that right now. And let’s go ahead and set this episode to dive in more. All right. So we’re talking about these four areas, these four amazing opportunities for you to upgrade in your business. Things that I really want you thinking about. And I want to unpack some trends and give you an opportunity to think about how you can change or update things.

    [00:05:22] I don’t want to give you a massive amount of work, but as we’re in the beginning of 2024, I see these as four very important areas that not everybody’s talking about. But I want you to be the tip of that sword. I want you to know what’s going on. And so that’s why I picked these four areas as a trend to lean into for 2024.

    [00:05:42] So the first area that you need to nail to scale in 2024 will be your offers, your programs, your services. We don’t actually hear a lot of people talking about actual offer engineering. They just kind of come up with a price and they say, okay, I’m going to do this or I’m going to do that. And this is just what it is.

    [00:06:02] And there’s so much emphasis on marketing. Have you seen that also there really is not enough emphasis on the product itself. And I think there’s some confusion. Um, in a service based industry space, realizing that maybe marketing is more important than the actual product itself. But here’s a little insight.

    [00:06:20] My husband and I own multiple companies and one of the companies he owned is owns is a physical product company. So I have seen what it takes to build a business around a physical product and the difference in the emphasis on the actual excellence of the product. Is what makes the difference the first difference, but in the online coaching and consulting space, we tend to lean into the marketing and the marketing, the marketing, and then the products are kind of shitty sometimes.

    [00:06:49] I mean, let’s be honest, right? So the reality is, is you’ve probably been in many of these programs that had this awesome shiny funnel and you’re diving in there and they give all the bells and whistles and they say all the right things for you to invest your money, and then you get in there and you really didn’t get what you thought that you were going to get.

    [00:07:07] Because the person that sold it to you was a great marketer that maybe not so great and actually creating an offer that’s going to give you substantial, substantial, tangible results that you’re looking for. Frankly, maybe there weren’t even an expert in that part. Maybe there were an expert marketer.

    [00:07:25] And so as we’re looking at your business, I want to just reset what we’re talking about here as business owners, your knowledge, what you teach or the service you provide, what you do, the programs that you deliver, they are your product and they come first and without leading products that deliver amazing, massive, predictable results, nothing else that we talk about is going to matter.

    [00:07:55] So let’s just lay the prerequisite and the ground rule here. Your offer has to be absolutely a leading offer in your space that provides amazing results. So number one key area is that offer engineer engineering and here’s some of the trends I want you to see That have been happening. Well, really it’s been about the last four years we’ve really seen these trends because I literally have been coaching experts to build their offers for so long you guys actually since Pre 2000.

    [00:08:25] I’ve been, I’ve been helping people like you do this. And so what we’re seeing is that these big programs, these huge programs were the ones that were amazing and everybody was attracted to them. But here’s a trend that I want you to be aware of for the last four years, the smaller programs, the boutique programs, the programs that serve less people, or the only serve one company at a time, or that are really super niche.

    [00:08:50] Those are the programs that are selling. Those are the programs that people are looking for and gravitating to. So I want you to see these trends and if that’s the kind of program you’ve had already, amazing. What can we do to upgrade that? How can we scale the actual program itself to scale your time, that you are reducing your time?

    [00:09:10] Especially if you’ve been delivering one on one coaching services and that you can provide efficient results for your clients while providing top notch industry leading results to them as well. And so what the trend that, or the term that this is, is called the blue ocean strategy. I talk about blue ocean all the time.

    [00:09:28] There’s a blue ocean strategy. book. If you haven’t read it, it’s really, really valuable. I will actually go ahead and put a link to that book in the show notes so that you guys can understand this concept, but we need to move you out of what’s considered a red ocean where all these other people are fighting for the same audience.

    [00:09:44] And we need by creating a disruptive, thoughtful, efficient, Offer. We can move you into a blue ocean where you have no competition. So the trends I want you to be aware of are these huge programs are really, in my opinion, going to the wayside. People do not love being in part of a cattle drive. It’s like, cheers, everybody.

    [00:10:03] You know, we want people to know our name. And so being in big programs without any personalized curation is we’re having industries are having trouble selling those types of programs. So look at your programs, think about your programs and think about. What you have and how niche is it? Do you provide specific measurable results?

    [00:10:25] And then the third thing I want you to be aware of is you probably need to increase your prices in 2024 with inflation, with how much it’s costing you to actually run your business and pay yourself, pay your team and the way that. I will be sharing with you here and that we coach our clients is I need you to increase your prices so we can increase your operational expenses so we can increase your ability to scale and get more help.

    [00:10:52] And so if you need to increase your prices, we always want to do this in an ethical way. We never just say, Hey, this was this cost and now it’s going to be that cost. So make sure that you’re increasing your prices and in an ethical way and take a look at your offers. So the question’s for you. Are they niche?

    [00:11:09] Are they niche? Are they specific? Are they disruptive? Am I doing something? in a way that nobody else in my space is doing this. Do I have a method or a framework that I’m teaching people to get better results than other people in my space? That’s what we need your offers to do. So area number one that you need to nail to scale in 2024 is not only one offer, but your ecosystems of, uh, of offers to make sure that they are predictable.

    [00:11:38] tangible, delivering amazing results, and they’re scalable for you and efficient to run. Again, you can go into the offer engineer. com because that’s everything that we’re working on here in January with our clients and our podcast listeners and all of our friends live. You can dive into that masterclass with me.

    [00:11:58] Make sure you don’t miss that if you need this. So area number two are relationships. So let me talk about the trend that I am seeing. It’s no longer as important to know everybody in your space. I don’t actually know if it really was. I don’t know everybody in my space. I’ve been here for a really long time.

    [00:12:21] What I want you to understand is connecting and building relationships with the right people in the right businesses are what is going to be the one driver to really bring in profit for your business this year. It’s not ad spend anymore like it was 10, eight years ago, seven years ago. Right? Their relationships, relationships, scale, relationships.

    [00:12:43] So, but I know that there are problems running into spending time and investing relationships. Talk about what type of relationships I want you to focus on this year. I want you to focus on relationships with other experts that serve your same audience, but they may do a different thing. So building relationships with colleagues and mutual circles of trust.

    [00:13:05] Think Robert De Niro. And meet the parents, right? So you want to build circles of trust with other experts. These circles don’t have to be huge. They can be three, five, six, seven people at the most that meet your clients. And my recommendation this year is to make time for these relationships. Do things with them.

    [00:13:26] Go on retreats just with this other group of people. Have an opportunity to create a mastermind that is not a paid mastermind. It’s all of you just showing up to a hotel, paying your own way and pouring into each other for three days. These are the things that are going to build your business and scale.

    [00:13:43] And I want you to think about who these people could be in your space. Nixon with relationships is you need to make time to build new ones. If you don’t have enough relationships in your space, you think could be valuable. And of course that you could lend value to one of the things that I do is I have what’s called a coffee calendar.

    [00:14:00] And you know, when you get these LinkedIn messages, Hey, would you like to, you know, connect and, and just get to know each other? First of all, I’m just going to be really honest. I will never give my time to somebody because time, my time is more valuable to me than money. Unless I have already connected with that person in the public feed somewhere.

    [00:14:20] So by the way, if you’re listening to this and you’re one of those cold people that sends DMs saying, Hey, do you want to jump on the call? If you ever send that to me, the answer is immediately going to be no. And you know, you’re wasting my time because you haven’t ever tried to connect with the content that I have put out on the public feed.

    [00:14:37] Um, but for those people that I really do want to connect with, I have this coffee calendar and it’s set up in my acuity calendar scheduler and it’s not about, it’s not a sales pitch. It’s literally just a connection time and I have connection times. Sometimes I have them only one day a month, you guys.

    [00:14:53] Let’s be real. My time is very limited or I have them at one time every single Wednesday afternoon. It’s the one time I know that I can block out. And as soon as those coffee calendar connections are full, I don’t book anymore. I don’t spend any time wondering, Hey, when can I fit this networking thing in, you know, my calendar to meet with this person?

    [00:15:13] I always have this available and open it, but I. Only share it with people that I believe that I can lend value to and people that could be valuable to me and my business as well. So if you have the ability to create a separate calendar, that’s not going to mess up any of your other work time. Do it.

    [00:15:30] Call it a coffee calendar, a networking calendar, just. meet and greet or whatever, and I have virtual coffee with people. It will make all the difference in the world and your business. And I want you to think about honing in on specific people in specific groups that will make the greatest impact for your time.

    [00:15:47] Remember, these relationships are going to be very powerful because these people are going to send you business. You’re going to send these people business and you’re going to create that circle of trust. I believe in 2024. that these relationships will be even more valuable to you than creating content in a marketing process.

    [00:16:07] So if you don’t yet have that sort of coffee calendar designated time to network with people and get to know other people, I highly recommend you do that. Okay. Area number four is marketing. Of course it’s marketing. Yes, we have to market your business, but let’s talk about the trends again that we are seeing here.

    [00:16:27] So if you have been on Facebook for decades and Instagram for decades, and then you tried threads, the trends that we are seeing, we’ve been seeing is that businesses that sell to other businesses are hanging out on LinkedIn. Number one, and the great thing about LinkedIn is you do not have to create. a massive amount of content.

    [00:16:49] You just have to build relationships and share valuable information and give feedback to others that share valuable information. And so in the marketing process, make sure that you’re not just creating content to create content that might not be for you. I’m not sitting here talking to you. I don’t know your business cause this is.

    [00:17:08] Unfortunately, a one sided conversation right here on the podcast. So LinkedIn may not be the place for you, but I’m just saying, I want you to be aware that creating videos and spending thousands of hours on, you know, um, Instagram or even Tik TOK has it like, look at the measurable, measurable results.

    [00:17:25] Has it given you the traction that you’ve needed? If it hasn’t, it’s okay to walk away from things instead of just doing things cause you’ve been doing them for the last five years and you think you need to. Again, less is more. Understand where the actual traction is happening for your business and just focus in on that.

    [00:17:45] The other thing that is really important, which is not a newsflash, but I really want you to make sure that you are normalizing AI. In your processes of creating content. So one thing to look at and just ask yourself and our little check and balance here, do you have SOPs for using AI within your business on a regular basis for creating your marketing content?

    [00:18:08] If you don’t, it’s very, very important. And a few other keys are understanding your primary message on a monthly basis. What do I mean by that? This is especially important for those of you guys who have a B to C side of your business and you may also be moving into a B to B. So if you’ve had courses, trainings, masterminds, VIP days, whatever that is, and you’re also looking into a Content licensing.

    [00:18:35] Maybe you want, maybe you’re here and you’re connecting with us. Cause you also want to know after we build those programs with you, how to actually license them to other companies, right? So your message is going to be different and you need to make sure you’re honing in. What am I saying to a B2C audience?

    [00:18:51] And what am I saying to a B2B audience and just make sure. If you’re foggy on your marketing, if you do not have a marketing team that’s working for you and creating content, number one thing to start with, and just doing this one thing will be a massive game changer is understanding what your primary message is to each one of those audiences on a monthly basis.

    [00:19:12] In January. What is the most important thing you want your audience to know about you in February? Are you selling something in March? What is that most important thing? Just make sure you’ve broken it down month by month, especially if you have two audiences and it’s very, very clear. So area number three to nail and scale, and those are some tips is marketing use AI.

    [00:19:34] But make sure, of course, it’s absolutely unique to you in your voice and never put AI into your, never put your IP into your, um, chat GPT. Okay, so anything that is proprietary, never put it into chat GPT. And then the third area, the fourth area I want you to focus in on for 2024 are your teams. It’s time for you to get the right person in place.

    [00:20:05] If you don’t have this already, that’s going to help you scale. If you can find one person, you can trust one primary person and be able to have them delegate so that you can focus on your areas of genius. 2024 is the year to do that. In, in order to do that, you need to understand what your top priorities are and you need to be able to put a budget behind this.

    [00:20:29] So let’s talk about some of these areas and, and based on how much you’re making. If you are making up to 15k a month, You do need team members. You may get specific niche team members to do specific things. So one person might do your video editing. One person might do your copy editing. You know, one person might post on social media.

    [00:20:52] One person might be your client concierge. That’s totally fine up to 15 K a month. It’s fine to have these teeny tiny little specific, amazing people that do little teeny bits of work for you. When we get to around 20 to 30 K, you’re going to need more operational help. So that is orchestrating all of those people that are doing all the little pieces.

    [00:21:16] And so around 20 K a month, if you don’t have a primary, it could be an online business manager. However, be really careful with that because the term online business manager and those certifications often mean that they are not operationally. Excellent. They just know a software. Be careful for that. I’m talking about somebody that can step into an operations management, see all the moving parts and actually orchestrate all those little team members underneath.

    [00:21:43] That’s going to be around 20. And honestly, when we get to 30 to 40 K a month, these operational bottlenecks are what scale or what stops businesses ever from getting beyond 40 K a month, because our brains is CEOs don’t really. Think like that in most cases operationally. So we need this key person to help see all the moving parts, bring it together to bring you past 40 K a month and statistics show that it 50 K a month is when you actually can afford, uh, to hire somebody else to be more in a COO position for you.

    [00:22:22] So based on where you are, if you’re up to 15 K, you need to be able to delegate if you’re 20 to 30 K. We need somebody to be able to oversee all those little little delegations. So now we have at least two people on your team. If you’re if you’re getting stuck in that bottleneck, then you need to increase your team members.

    [00:22:41] And remember what I said is we need to put a budget behind these team members. And if you’re at 50k, that’s usually around the time when you can really start affording somebody to come in full time into your business while still paying yourself. So these are the four key areas and the trends that we’re seeing that I worry if you don’t nail these areas, it’s really going to severely affect you.

    [00:23:06] In 2024. And so that’s why I picked these key areas. And again, they’re not things necessarily that everybody’s talking about, but I know they will just be a game changer for your business. So the first area again is upgrading your offers. You can charge more, scale them, be more efficient. Doesn’t mean serving more people.

    [00:23:27] It could mean a collection of offers that collectively equal over a million dollars in sales, but they’re all very curated and they all take clients through a predictable journey again. If that’s what you need, cruise over to the offer engineer dot com. This, this masterclass is not for building new offers for new coaches.

    [00:23:50] This masterclass is only for established coaches, consultants, and subject matter experts that are ready to. Upgrade your offers and scale more. I want to make sure that I’m differentiating that if you are a brand new coach or a consultant, you are not ready for that masterclass. Okay, and that’s it the offer engineer dot com Second way is scaling your relationships really diving into those relationships making them a priority Creating a collection of people that you can rely on that are your peers without paying 10 a year for a mastermind and just leaning into building these relationships Maybe investing in a little trip or a virtual mastermind with this group of people and really pouring into them This is going to be a game changer for you and your business if you make this a priority and set aside the time in 2024 The third thing is your marketing process really important.

    [00:24:40] We need to streamline your marketing process using ai And if you have a B2C side of your business and a B2B side of your business, make sure you know who you’re communicating with and where and on what platforms and what your signature talks are and what your services are to each one of the areas.

    [00:25:00] And Again, moving on beyond that is your teams. Make sure that you have the right people in the right place doing the right things. And then we broke down the numbers of what those financial thresholds are that are typical of what you can afford based on your business. And these are the key areas that I really want you focusing on because when you focus on these and when you nail these In 2024, it’s going to make a significant difference in your business and I want that difference I actually want to hear from you about which ones of these that you’re going to lean into first Please connect with me on linkedin at April beach and let me know that you listen to this show.

    [00:25:39] Let me know which of these four areas that you’re going to dive into first. And I want to end this episode by saying that I don’t want this to be overwhelming. Again, we’re talking about doing more, getting bigger results with doing less. So getting more, doing less, by focusing on the, how you curate these areas in your business, it’s going to make a significant impact.

    [00:26:03] And again, I can’t reiterate how important it is to share that the trends in the subject matter, consulting and coaching spaces have completely changed. And there is an open pathway for people like you that maybe you haven’t hit the financial mark that you really want to hit, or maybe you have found trouble keeping up with the Joneses.

    [00:26:30] This is your year. It’s your year to be very specific and true to yourself, your business, your area of expertise and build marketing strategies, offers and relationships that are actually going to get you there. And I want to hear about it as you go along. So thank you so much for listening to this show.

    [00:26:48] This has been episode number 313. You can find all of the show notes and everything we talked about by going to SweetLifeCo. com and clicking on the podcast. And of course, if you ever want to work with us, we have clients all over the world, and I would love to point to you personally. All right, you guys have an awesome first week of the year.

     
     

     

     

    What It Really Takes To Build A Million Dollar Consulting Business (Episode 312)

    What It Really Takes To Build A Million Dollar Consulting Business

     

     

     
    Summary: 
     
    This one’s for all you independent consultants, coaches, and experts who are looking to grow your business next year. We’re going to chat about what it really takes to build a million-dollar consulting business. 
     
    Yes; you need the right mindset. 
    Yes; you need to be good at what you do
     
    But did you know there’s an actual mathematical formula to determine if your company is capable of hitting a million dollars in gross revenue a year? There is, and in this episode April Beach, an international business strategist, unpacks the key values you need to be aware of that become the inputs for your milliondollar business formula. 
     
    This episode is like your personal guide to growing your business in a smart way. It’s super helpful if you’re working on your own and want to increase your sales without burning out. We’re going to talk about knowing your limits, which is really important, and using that knowledge to make better plans for your business. This way, you can make more money, keep your customers happy, and still have time for yourself! April’s approach has helped people all over the world. She’s got some great strategies that can be tailored to your own unique business.
     
     
     
     
    At the end of this episode, you will: 
    1. Assess your Offers: It’s important to really know the ins and outs of the services or advice you provide. This helps you see where you can grow.
    2. Understand Your Limits: Knowing how much you can handle is key. It helps you plan better and grow your business without getting too stressed.
    3. Clean Up Your Offers: Quickly see what offers are dragging you down and where to build improvements 
     
     
     
     
    Resources: 
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:

    312 

    [00:00:46] Hi everybody. I’m so excited to welcome you to episode number 312. Here on SweetLife entrepreneur podcast, we have made some changes to the show. If you haven’t noticed, we’re actually giving you more free business trainings and tools with every single episode. And so therefore we are dropping our episodes.

    [00:01:07] every two weeks. So if you haven’t noticed that now you can be aware that we’re actually giving you more time to use the materials that we have given you here on the show so that you can actually apply them to your business and continue to grow and continue to make money. We’re getting feedback literally that we’re just giving away so much within a seven day period for the last six years that sometimes you were scrambling to actually utilize it all.

    [00:01:34] And if you’ve been listening to the show for a while, you know, that we are known for giving away free business trainings and strategies backed by 30 years of business coaching expertise that other coaches will charge you hundreds and thousands of dollars for. So we definitely want to make sure that you’re able to utilize the tools we give you.

    [00:01:50] So heads up. The show’s dropping every two weeks. Now this episode is very jam packed. I’m actually teaching you a workshop in this episode that we teach to our private clients called method to millions. And because I need you to really have the worksheets to implement. At a higher level, we’re talking about it here on the show, but to really implement the nitty gritty of the method to millions workshop, I’m giving you completely free access to a recorded one hour training where I just recently brought our clients through this method to millions process.

    [00:02:24] And I’m giving you completely free access to all of the worksheets. This workshop is no strings attached. I just want to bless you and honor you for being a listener here in the show. So you can go to SweetLifeCo. com forward slash millions, and you’ll see there is a cost to it in there. I want you to use coupon code guest again at SweetLifeCo.

    [00:02:49] com forward slash millions. With an S at the end and use coupon code guest, and you can get full access to the whole one hour workshop and worksheets. But let’s go ahead and talk about what we’re going to talk about here in this episode. So you even know if you’re ready for this level of business strategy.

    [00:03:07] So in this show, I’m going to unpack the importance of engineering your business for capacity so that you don’t hit burnout. Many coaches and consultants and subject matter experts, you know, you, you work so hard and you’re creating new offers and you’re doing all the things, but have you ever stopped to take a minute to actually realize with a mathematical formula?

    [00:03:29] Is to whether or not your business is actually engineered to hit a million dollars, or if you were smashing up against a complete brick wall, that’s what we’re talking about here in this show. That is what the workshop helps you see as well. So we are diving into what is called capacity. We’re talking about offer engineering.

    [00:03:47] offer sweet engineering. And this episode is going to help you have a reflection on the last 12 months is to whether or not what you’re selling and what you’re building is in fact actually going to equal a million dollars in your business. And it might not even be a million. You might be just working on trying to hit.

    [00:04:06] 300, 000 or maybe you’re working to hit your first 100, 000. I’ll be honest with you. This show is an advanced business training for established coaches, consultants, and subject matter experts who have already passed the hundred K mark. But if you haven’t done that yet, please Pop in here because now, you know, what’s to come and I love pouring into you and, and helping you see some of the strategies that might happen at the next level.

    [00:04:30] So if you’re ready for this, all of the show notes, everything that we are talking about here can be found by visiting SweetLifeCo. com. Click on the podcast button. This is episode number 312. And again, go right now before you forget and access the free method to millions training by going to SweetLifeCo.

    [00:04:50] com forward slash millions. Use the coupon code guest. All right. If you’re ready, let’s go ahead and dive in. All right. So there are three reasons why your business is not going to hit a million dollars, no matter what you do or how hard you work or all of the best marketing strategies in the world.

    [00:05:11] There are three reasons why you might not be hitting a million dollars, no matter how hard you work, how hard you try. And frankly, how great you are. Those three reasons are your offer design. isn’t done correctly. You have reached capacity on how you have designed your offers and frankly, there isn’t enough time in the year.

    [00:05:30] So reason number one is incorrect offer model design. Each one of your offers needs to be engineered. to correctly ensure that it aligns with your ability to bring enough people in based on how much you charge and how many people you can serve that you’re actually going to hit a million dollars in that offer.

    [00:05:51] So that’s number one. Number two is that inside that offer, Especially depending on how many times you offer it a year, whether you do it one on one, you are going to reach capacity. And then the next one is not enough time. We’ll get into what not enough time last when we talk about marketing. So let’s kind of unpack the problem here.

    [00:06:10] And if you’re frustrated, could you see other strategists and other businesses just consultants having million dollar businesses, it really isn’t maybe just their marketing plan. It’s how their programs and their offers are engineered. So the deal is, is we don’t talk about capacity enough. As a matter of fact, I think business coaches and strategists, it’s a huge missing mark because of the fact that we talk about marketing, marketing, get more people and generate leads.

    [00:06:34] But what happens when we’ve generated all those leads in your offers or your suite of offers? Isn’t engineered to hit that capacity. So the problem is, is if we don’t pause to talk about the capacity of your suite of offers, you are never going to reach a million dollars. It’s like building a house where you need a hundred people to sleep there, but there’s only one bedroom.

    [00:07:01] It’s just physically impossible to do it in. So therefore, I want us to come back here and really understand the process of assessing capacity based on the offers that you are offering and your business offers your offering. I know that sounds silly, but you know what you’re selling your, your programs and services.

    [00:07:20] So. Our goal here today is to help you identify your current offers that you have already done, that you’re already selling, and understand if you have hit a threshold. Also today, I want you to understand that any new offers that maybe you have thought about creating, How do they fit into the math to help you reach that million dollar mark or just replace the word million dollar with your next financial threshold?

    [00:07:48] Uh, and let’s just kind of speak to that for a minute. A million dollars is a lot of money for, um, to generate for a single. Consulting business. It’s very important that we engineer your offers correctly so that you can do that. And so, um, but if you’re, if you’re here, maybe if you’re struggling from money mindset, I don’t want you to shut down this training thinking, Oh my gosh, she’s just another person talking about how to hit a million dollars.

    [00:08:11] I could care less. any number with a million dollars. This math works. If you’re trying to hit 250, 000 or 750, 000 or 350, 000, it doesn’t matter. I want you to use this math because it’s going to give you a huge insight. So the process, the method that I am talking about today is a method I created called mathematical Method to millions.

    [00:08:34] So it’s called a method to millions and the worksheet I’m giving you or the workshop and the worksheets that I’m giving you away for free with this episode are is also called method to millions. And so basically what it is is it’s a mathematical equation to add up capacity. With what you’re charging for your offers with the model of your offers and understanding how many people you can actually fit in that offer in a year to see if you can actually mathematically hit a million dollars.

    [00:09:02] And when you engineer your numbers correctly. Basically, when you engineer your suite of offers correctly, then you can do it. But if you’re looking at these numbers after we go through today and you’re realizing, wow, I can’t do any more of this. I can’t sell any more of this. I’m never going to make any more than 75, 000 on this one thing.

    [00:09:23] Then we have a problem. And that is why I want to help you with this today. You know, the end of the year, depending on when you’re listening to this, it’s the end of 2023. It’s a really important time for us to assess. All of the hard work and how we’re serving our clients and what we’re working on. And so that’s why this topic is so important.

    [00:09:43] So first of all, let’s kind of define capacity. What is capacity? Capacity is the maximum amount of people you can serve and the maximum amount of money you can make based on a certain offer or program you’re selling. Now, let’s define offer or program. So an offer is your consulting service, whether it is a one on one service, whether it is a course or a membership or a retreat or a VIP day or a licensed product or a certification program or a mastermind, whatever it is that you sell.

    [00:10:21] Also for you guys that have done for you services, if you have like an agency or if you have a hybrid where it’s kind of done with you and done for you, that’s, that’s what we’re talking about. Right? So when we’re talking about your offer, it’s what you do, what you sell. And so. Inside every single offer, there is usually a capacity and capacity isn’t bad, right?

    [00:10:44] So I don’t want you to think capacity is terrible, like, Oh, my gosh, everything has to scale. I have to fit 5000 people in this offer. That is a wrong approach. All right. I know there’s a lot of coaches out there that are like, Oh my gosh, you need to build these offers so you can sell it to more people.

    [00:10:59] Frankly, I don’t want to be in any program where I’m like one of 5, 000 people. And you probably don’t either. That was a big trend from 2000 and you know, 13 to 2019. None of us want to be a number in a cattle drive anymore. So first of all, it’s important to know that I am not here advocating that you build all these offers.

    [00:11:19] For a low ticket or even other offers for a super high ticket, you know, so you can fit more people. The most important thing I want you to take away from this episode is you can engineer your suite of offers any way you want. And the very first thing I want you to understand is it how you build your suite of offers and how you serve your clients and what you sell.

    [00:11:42] It’s going to affect your lifestyle. And so I want you to actually stop for a minute and I want you to take an inventory and I want you to think about every single thing you’re selling. So here we go with the step by step training. Step number one is make a list of your current offers that you are selling.

    [00:11:59] And again, I have this cheat sheet worksheet for you where you can get access to it for free. When you access our method to millions workshop for free. So in the left hand column, if you’re visual like me, you’re going to list the name of the offer. So it could be one on one coaching or done for you website services, or, you know, my, my week long retreat in Costa Rica, whatever it is you guys sell.

    [00:12:20] Okay. Left hand call. The next column over and the next step I want you to go through is I want you to understand what is the model of that? Is it done live in person? Is it on demand? Is it a hybrid model? It’s important to look at the model of how you deliver your offer because it’s going to tell us whether or not we’re going to hit capacity, right?

    [00:12:44] So we know, for example, let’s use the retreat. If you have a retreat, so the title of the offer is retreat, the model of it is, One time a year and it’s in person. That’s awesome. That’s very exclusive and and I’m sure you know You’re selling that out because people love those type of experiences But the next step is after we do offer and model the next step is how many people can you actually sell that to?

    [00:13:09] Is it a retreat for 10 people? Is it a retreat for five people? What is the total number, what is, what are, what is, let’s say correct English there, what is the total number of people that’s not correct? Alright, help me out here. What, how many people can you sell this baby to, right? So if it’s a retreat, there is going to be a capacity of a lower number.

    [00:13:29] But if your offer is a course or a training where it’s endless, Fantastic, right? So first is offer. Second is understanding the model of each one of your offers. And the third one is understanding the maximum number of people that you can fit into that offer. Here’s the key in one year. So if you have that retreat twice a year, You’re going to say, okay, maybe it’s 20 people total.

    [00:13:53] If you have that course available all the time and you, there’s no limitation. If your model has no limitation, it’s something that’s an on demand training or especially for those of you guys that are getting into licensing. If there’s really no limitation on how many you want to release it to, that’s incredible.

    [00:14:12] That’s awesome. We love that. I want you to put in the goal number of how many seats you want to sell into it. So if it’s on demand with no capacity, the maximum number of people, you’re going to put your goal for the number of people that you want to sell into that program for the year to come. So we’ve done three things.

    [00:14:32] We have assessed your offer. We have assessed the model of how each one of the offers are delivered. And now we’ve assessed the maximum number of people that you can fit into that offer in a 12 month period of time. Now. Part four. Hopefully you guys are with me here. Step four is I want you to multiply the per person cost of what you charge for that offer by the number of people you can fit into it.

    [00:15:00] So if you have a course that has your, your goal is to fit, it’s on demand. Your course course name here models on demand. Your goal is to fit, sell it to 100 people. And the course is, you know, five bucks, right? Whatever, that’s terrible. Don’t charge 5 for your course. But you know what I mean? Then you are going to multiply them the maximum amount of money.

    [00:15:23] If you hit your goal, you can make on that is 500, right? So let’s go. Let’s give a different example here. If, however, let’s go to the retreat example. If your offer is a retreat and you char in, it’s, you know, you can sell it to 10 people at a time and you charge 1, 000 for that retreat, then the maximum amount of money you’re going to make on that retreat is 10, 000.

    [00:15:50] So it’s really important to look at the number at the maximum amount of money that you can possibly make. On a particular offer. And you’re going to do that for every single one of your offers. Now, here’s where it really becomes eyeopening, especially for our clients. If you provide boutique elite high end offers, you’re not going to sell that to as many people.

    [00:16:10] So the idea here is understanding this is the offer. I only can take five private clients. Like for me, for example, I only take four private clients a year. That is my capacity. I cannot take more than that. So I know that I cannot make more than four times the amount of money I charge for it, which is currently 33, 000.

    [00:16:30] So I cannot make more than that on actual private clients. So what it does is when I’m looking at my list and I go through this, my team and I go through this every single year, really, I really don’t love pushing private clients because I have a lower capacity for profit with private clients, even though I charge more because I only can take so many.

    [00:16:51] So the process is you are going to have your list of offers. You’re going to have your model. You’re going to understand how your offers are delivered and you’re going to see where you’re hitting capacity. Now, I have so much more. I want to teach you about this and what we do next, but. Our first goal here today is to have you have an understanding of where you might have hit capacity.

    [00:17:14] And frankly, how much time is it taking for these offers to be delivered? When we understand capacity, when we really talk about capacity based on how you are engineering your suite of offers to reach your profit threshold, then you can take a look and you can be like, there is no way I’m going to hit this.

    [00:17:34] Especially if you only have a few different offers, if you only do one on one services and and their boutique services, and that’s what you’re pushing, especially with that done for your hybrid approach, you’re going to hit capacity. And so what else can you be? Should you be? Might you want to engineer so that you can increase your profit across other methods?

    [00:17:57] So again, there are three reasons why you won’t hit a million dollars or 300, 000 or whatever your profit threshold is. Number one, because your offer model design isn’t engineered. I don’t even want to say the word correctly because it’s different for all of us. It’s just your, your list of offers aren’t engineered.

    [00:18:16] to fit enough people into them for the price that you are charging. Now, most coaches will be like, we’ll charge more. Absolutely. If you are at capacity, if you, if your program is sold out, if you have a wait list, if you are selling at a certain rate, it’s time to increase your prices for sure. But in most cases we’re looking at a list of offers and they just aren’t engineered correctly.

    [00:18:41] Either the price isn’t engineered correctly or the offer itself can’t fit enough people. Recognizing that you’re hitting capacity is a very important thing that I want you to be able to do before you go into the hard work of actually promoting the offer and doing the work of doing the launch and the marketing and all the things.

    [00:18:59] See, now you understand why all the marketing in the world, the biggest list in the world, if your offers aren’t engineered correctly and your suite of offers aren’t engineered correctly, you’re never going to hit that seven figure mark because it’s physically impossible based on the way that you’ve engineered your offers.

    [00:19:14] And then here’s the third really important thing that I want to leave you with. And I really do want you to access the method to millions workshop for free because this is where our clients just, their brain just explodes when they realize what we’re going to talk about next. Even if your list of offers, your suite of offers is engineered that you’re going to be able to hit capacity.

    [00:19:36] Sometimes there is not enough time in the year to market and sell them all. It’s really, really important. This is what I mean. You only can sell so often. If you’re out there being like, buy my this and buy my that. And you know, I have, I have all these great things and I want to work with you. Uh, if you’re selling all the time, people are going to stop following you.

    [00:19:58] You only can sell. so much. And if you are looking at your list and you’re like, wow, I can reach them all, but January I have to sell this and the end of January I have to push for that. And then in February I’m going to have everybody, you know, do a campaign to work with me one on one. And then in March I need to start filling up my retreats, but also in March I need to sell this little workshop.

    [00:20:19] If you realize that There is not enough time in a calendar year to actually market and sell all of the things that you have created in order to hit a million dollars. That is also a big problem. And so that’s kind of this aha that people have. So even if the suite is engineered correctly, we’re going to run into a capacity with time in the calendar based on.

    [00:20:46] Basic relational communication skills. The way around that is if you have lower ticket offers, so we can also, we can always run ads to that, you know, we can just keep pouring in ad spend too, but frankly, ads aren’t converting the way they used to, and they’re much more expensive. And so that’s not usually, uh, a first defense to fix this problem.

    [00:21:05] So let’s kind of recap what we talked about. We talked about a process that I teach called Method to Millions. It’s basically a math formula for you to open up your eyes, take a look at your suite of offers, what you currently have and determine whether or not you are actually physically going to be able to hit A million dollars with the programs and services that you’re selling.

    [00:21:23] This is why a lot of our clients love licensing because there isn’t capacity and it’s very little work and very little marketing. Just a little plug. If you’re interested in learning more about licensing, I have a lot of podcast episodes on that here to help you understand what the model of licensing your courses in a nutshell, take a look and be real with yourself.

    [00:21:43] Also understand how often can you realistically sell to your particular audience? And what I want you to do from this is pause for a minute and I want you to remove any offers that are not profitable or taking too much time. I want you to consider also adding new offers or upgrading current offers to increase the capacity.

    [00:22:04] So either increasing more people. Or increasing the amount of money that you can charge for those offers by engineering them better than they have been done in the past. We don’t want to necessarily just always increase the cost. We always want to look at the ROI of what we’re delivering and making sure that you’re ethically increasing your costs, especially in the consulting and strategist space.

    [00:22:24] Great. Okay. So again, this was the method to millions kind of mini workshop here. We’re talking about how to truly build a million dollar coaching business, what it actually takes. It’s not in the marketing. It’s not in the relationship. Those things come later. It comes in engineering the products that you’re selling, which is based from your amazing knowledge and whether or not you’re capable of actually hitting that number.

    [00:22:47] Again, if you want to access the free workshop that I teach exclusively to our clients, you can go to SweetLifeCo. com forward slash millions and use the coupon code guest. That coupon will only be available for a limited time. So don’t wait to go over there and grab that. And for all of the show notes, the transcript of this, all of the resources and other resources we have for you, please visit SweetLifeCo.

    [00:23:17] com and you can just click right there on the button for the podcast. And I really appreciate you guys. Thank you so much for listening to the show. We are rolling over to year number seven. I absolutely love it. Absolutely. Cannot believe it. And, uh, we’re always here for you. So if you haven’t connected with us on LinkedIn, find me on LinkedIn at April beach.

    [00:23:35] And of course we would love to work with you to bring your business to the next level. Cruise over to SweetLifeCo. com and all of the resources we have are available for you there. Thank you so much. Have a fantastic end of 2023 and we have some exciting episodes to help you kick off the new year coming up here soon.

     
     

    4 Simple JV Partnership Types with April Beach and Charles Byrd (Episode 311)

    4 Simple JV Partnership Types

     

     

    Who is this episode for? 
    Entrepreneurs in Phases 2-4 of our Online Business Roadmap™
     
     
     
    Summary: 
    This episode is tailor-made for entrepreneurs who have an established training or program but struggle to generate leads or have a smaller list. If you want ways to increase visibility for your business without diving into conventional advertising routes like Facebook or LinkedIn ads, then this episode is a must-listen.  
     
    April’s conversation with JV partnership expert, Charles Byrd, provides an alternative path to business growth that is dependable and requires less effort to generate leads. You will be introduced to the world of joint venture (JV) partnerships through Charles, a renowned figure in this arena. They’ll uncover the four distinct types of JV partnerships, learning how each can be a lucrative option depending on your business’s unique needs. This episode delivers actionable steps on implementing these JV strategies. When you’re finished listening you’ll have more clarity on which type of partnership is best for where you are in business currently. 
     
     
    At the end of this episode, you will: 
    1. Understand the 4 types of JV partnerships
    2. Determine which type is best for you based on your offers
    3. Gain confidence in starting JV partnerships even if you have a small offer and no list. 
     
     
     
     
    Resources: 
     
     
    For more about what we do and how you can work with us: www.sweetlifeco.com
     

    April Beach on LinkedIn

     

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    Full Show Transcript:

    311

    [00:00:47] April Beach: Hi, you guys. And welcome back to another episode here of the SweetLife Entrepreneur Podcast. I’m April Beach. The host of this show, this is episode number 311. And we are diving in with a friend of mine, Charles Byrd, who’s going to unpack four different types of JV partnerships that feel really good and are very, very profitable for you to get into place for your business.

    [00:01:09] April Beach: So who is this show for? This show is for you. If you have an. Established program or training, doesn’t even matter. The actual cost and the value of that program. Charles is gonna unpack different strategies based on the value of your program here in the show. So if you have an established training or program and you want to get more eyes on you, you don’t probably run ads.

    [00:01:32] April Beach: If you’re like me, you know, Facebook and I had a big, huge divorce that includes my Facebook ads account. And so, you know, and you might not either have the investment or want to invest in running LinkedIn ads. And maybe that isn’t even aligning with your company, but you need to get more eyes on your business in a way that feels really good to you.

    [00:01:50] April Beach: So joint venture partnerships are a great way to do that. And so our guest today. Charles Byrd was referred to me by multiple different people because he is this go to guy on building JV partnerships in the way that he talks about it. And we unpack actually what is a JV partnership and what would be the right next steps for you.

    [00:02:09] April Beach: So if you want to generate your lead, more leads with the right people. In a way that aligns with your time, Charles is very much like I am. He takes his kids to cool places and travels around a lot and just frankly doesn’t overwork himself. He’s been very strategic and actually how he’s modeled his business.

    [00:02:26] April Beach: If you want to do that, get more leads into your business as well as this great episode for you to listen to. So again, this is episode number. 311 and you can visit all of the show notes by cruising over to SweetLifeCo. com forward slash 311 or by just going to SweetLifeCo. com clicking on the podcast.

    [00:02:47] April Beach: This is episode number 311 and everything will be over there waiting for you. If you’re ready, let’s go ahead and dive in and meet my friend, Charles. All right, you guys. Thank you for being here this week. I am here with my friend Charles and Charles and I were introduced to each other by a mutual friend who is always looking to connect great people with great people.

    [00:03:07] April Beach: And one of the places that he learned that was from Charles himself. And so Charles has a gifting. of helping you to build your network, build your business by helping you to rethink how you get in front of your ideal audience in a way that it’s a win win for everybody. So I’m really excited to be talking about what we’re going to chat about on today’s show.

    [00:03:28] April Beach: Charles, welcome to the SweetLife Entrepreneur podcast. You want to give people a little bit of a background on who you are and how you got to the point where you are right now in your business and your area of expertise.

    [00:03:39] Charles Byrd: Absolutely. And April, thanks so much for having me. So I help businesses scale with joint venture partnerships, referrals, speaking, and for a little backstory straight into what I do today, I worked in the Silicon Valley for 15 years.

    [00:03:54] Charles Byrd: I was a director at a billion dollar software company. I left to get a taste of the entrepreneurial freedom I read about in books. I started with a low ticket and that’s it. Productivity course and being new to the online space. I didn’t have a list or connections at that time. So started going to a lot of events and connecting with people online and quickly found my new peer group of entrepreneurs already had my ideal clients in their communities.

    [00:04:22] Charles Byrd: So I started setting up presentations to other people’s audiences, delivering a high value training and offering the deeper dive course and started growing my email list quickly, making sales, making a positive impact. So I thought, since this is working, what if I take my it and systems background and simplify and systematize the entire joint venture process, which I did.

    [00:04:47] Charles Byrd: And eventually people wondered how I book. Two to six joint venture promotions per week for my offers to other people’s communities. And I was at a mastermind in Aspen and my phone’s blowing up with texts and messenger messages and people knocking on the room door going, how do you line up so many of these deals?

    [00:05:07] Charles Byrd: So I decided to put together my first high ticket event called pure JV and that’s the market I’ve been serving. Ever since, uh, at this point, that’s through one on one work with companies over five weeks and the steps that we walk people through are creating a unique joint venture strategy for their product and market, help them identify their most profitable partners.

    [00:05:31] Charles Byrd: Show them how to connect to those partners through warm channels. My favorite part, how to guide the conversations to land the deals frequently on the first call. Operationally, how to execute those deals from a systems perspective, and then how to turn each deal into two or three more. Eight of my clients in the first year added 1.

    [00:05:53] Charles Byrd: 25 to 6 million in additional revenue. I had three clients on stage with Tony Robbins last month. teaching them how to create embedded partnerships. So their offers inside of Tony’s, uh, one of my clients, Dr. Dan Pompa just booked on Joe Rogan through his PR company. And I’m showing him how to parlay that into warm intros to Lex Friedman and Andrew Huberman to take that win and take it to a whole nother level.

    [00:06:20] Charles Byrd: So it’s, it’s a way to simply get in front of more of your ideal clients. through other people’s communities, audiences, and, and build amazing relationships on the way.

    [00:06:31] April Beach: And now I’m sure our listeners know why I was so excited to bring you here on the show, because this is, this is exactly what people are looking for.

    [00:06:39] April Beach: And the way you go about doing it, we’ve talked about affiliate launches and we’ve talked about those things. This is completely different. So the way you go about doing this is. is very unique and, um, it’s very relational. And that’s one of the reasons why I have been so interested in working with you as well for a long time.

    [00:06:56] April Beach: And I’ve, I’ve seen the case studies and I know your clients and it’s just what you do. You create amazing results in a way that feels really, really good. So let’s kind of go back to the beginning for our listeners who might not know actually what a joint venture is. Let’s define what JV is for our listeners or people who may be confused.

    [00:07:17] Charles Byrd: Yeah. Uh, so again, coming out of corporate, I, I thought a joint venture has been two big companies like Partner together and they’re basically married. And, uh, this is nothing quite like that. This, you can think of them as promotional partnerships. And I’ll just share a basic example, but I’ll point out there’s, um, you have the product or service.

    [00:07:42] Charles Byrd: Someone else has the audience. And so to use an example of like Brian Tracy, he’s got a, an audience of 500, 000 people who’ve subscribed to receive his emails. They follow him because he teaches sales, productivity, high performance. And so He’ll partner with experts that compliment those topics. And so imagine Brian mailing his 500, 000 people, inviting them to a presentation you’re putting on for your product or service, because it aligns with why people follow him to begin with.

    [00:08:19] Charles Byrd: And then everyone who registers for that training is added to your email list. So you can literally add thousands of people to your list. A day during those promotions and then you deliver a high, high value training in this example, everyone who signs up is a new client of yours and you share revenue with Brian because it was his audience to begin with.

    [00:08:40] Charles Byrd: So that would be like an example of a webinar type of promotion, but it also could be, I’ll cover a few different joint venture types in the process. It could also be me simply sending you a referral if we’ve lined up a referral partnership. That’s a type of joint venture as well. Um, and systematizing the joint venture process.

    [00:09:06] Charles Byrd: Um, in my presentation, I have a slide that says, do you get your referrals by luck or by design? Is it baked into the DNA of, of what you’re doing? So I personally get 12 to 20 referrals to million dollar plus businesses a week through this process. Um, so speaking to other people’s groups. Whether that’s a webinar format or a physical stage, um, referral partnerships, embedded partnerships.

    [00:09:38] Charles Byrd: That’s where as other people make sales of their product or service, you’re making a sale of yours because your offers inside of theirs, which I know April, we were chatting and you were excited because that aligns with some of your licensing strategies, creating embedded partnerships around that. And lastly, it would be social JVs, much like this interview is.

    [00:10:02] Charles Byrd: So it’s, it’s a conversation. Um, this of course gets me some exposure to your audience, April. Um, if I’m promoting this show to my audience, that’s getting you more exposure. So this is another form of, of joint venture, uh, which we never even talked about in those terms. It just happens to be. Another way to think about it.

    [00:10:24] Charles Byrd: Yeah.

    [00:10:25] April Beach: So for our listeners who, um, clearly this is somebody, I’m sure it’s something that almost everybody who’s listening is going to be like, this is, I absolutely need to be doing this. This sounds so smart, but what do they need to actually have in place already? To be in a position to start making these JV partnerships, what sort of content or trainings or what level of expertise do you recommend people have before they start moving into this?

    [00:10:53] April Beach: What’s this? That’s the prerequisite to move into this type of a partnership.

    [00:10:58] Charles Byrd: Sure. So I’ll, I’ll, uh, dive into what those specifically are. Um, also addressing. What are some of the things that hold people back from wanting to do these kind of things? Number one, how, how are these configured? If people don’t know how the deals are put together, then it’s easy to avoid them because they don’t know what the next step is, or they feel they could be complicated.

    [00:11:22] Charles Byrd: Um, and you know, or they, even if they see alignment, they don’t know how to guide a conversation into making that a reality, um, or something I call the reciprocation trap where people feel that. If, if someone else promotes them or their offer that they have to promote the other person’s offer, which is simply a story in our head, that’s not actually true.

    [00:11:49] Charles Byrd: Um, or one person’s audience is way bigger and they feel they’re not big enough to participate yet, which is again, just simply a self. limiting, um, thought. So the prerequisites, as, as you asked, are as follows. Now, based on the different JV types, um, some of them have more requirements than others to be able to achieve technically.

    [00:12:17] Charles Byrd: So let’s start at the simple side referrals. Not a lot of infrastructure required for referrals, so you can simply have a conversation with a friend, a peer, a client and talk through who right fit. Connections are for your product service, product services or rooms that you may want to get in front of minimal infrastructure.

    [00:12:45] Charles Byrd: We’re talking texts, emails, uh, those kind of basic things. So, and, and, you know, some way to track. Those from a spreadsheet to however, you feel like tracking them, um, which of course we have super dialed systems for and then, um, to a little more advanced where if you’re doing something like a webinar, like the example I shared regarding Brian Tracy, you would need a little more infrastructure in there’s layers to have very simple approaches versus more advanced, but in general, if you were doing something like a webinar, you would want it.

    [00:13:26] Charles Byrd: emails for a partner to be able to send out on your behalf so that they’re promoting it to their audience because you’re not going to have them write your emails. You’ll share them so their job is easier. Um, then those emails will have links to register for a training. That would mean you’d need some type of landing page where someone can read what the presentation’s about.

    [00:13:50] Charles Byrd: If they’re interested in it, they can sign up. And as they put their name and email in, those folks are getting added to your email list. So you’d have some type of autoresponder email tool to collect those, uh, leads coming through from the registrations. You’d need a tool to be able to deliver the webinar, something like Zoom or GoToWebinar, something like that.

    [00:14:12] Charles Byrd: Point being… Each strategy has its own specific, uh, systems and tools behind it. But keep in mind, a lot of these can be very straightforward. So certainly don’t get intimidated by the tools. It just has to do with which approach is the best for your business and to kind of cut to the chase a little bit on that, if you have higher ticket offers.

    [00:14:38] Charles Byrd: Your, your offers are more expensive. We’re talking 10, 15, 20 K, um, doing big promotions. Isn’t even a good use of your time. You want to simply get in front of your ideal clients going straight to where they are. So where are affluent, uh, entrepreneurs? Well they’re in other high ticket masterminds. They’re in other high ticket programs.

    [00:15:06] Charles Byrd: That, that’s where I spend my time is presenting to rooms full of million dollar plus businesses. So I can do one presentation, which by the way, I’m not even making an offer. I haven’t made an offer in front of a room in probably three years, but I walk off the stage and everyone who’s interested comes and has a chat.

    [00:15:28] Charles Byrd: We line up a followup call and a bunch of those become. Um, clients and then I meet with them a year later and many of them have, they’re over a million in, in a new revenue just from that. So, um, in any case, those are some of the JV types, some of the, uh, uh, reciprocation trap things that can hold people back.

    [00:15:49] Charles Byrd: But really what I want to highlight is it’s a new way of thinking of everyone you meet. They know someone who could be an ideal client for you or an ideal partner for you. So it’s, it’s building better relationships to get to those winning outcomes.

    [00:16:06] April Beach: Yeah. You said, you said so many things there. I want to pull out again and just highlight.

    [00:16:10] April Beach: First of all, is that oftentimes when you speak, you aren’t actually making an offer. And I think that our audience would assume that you’re coming in and you’re doing an actual sales webinar or a training, which could obviously be the case as well. But. Yeah. In what you said, in the way you do it, going in and just organically teaching your area of expertise or introducing a different thought process regarding, you know, what is the solution that you provide?

    [00:16:38] April Beach: That is, I think that feels really good. That’s one of the things that you do that I love the most because that really aligns more with. how we operate as a company. And I think a lot of our listeners are going to are going to find that as well. And I think just allowing for our listeners to, um, perhaps even get permission, maybe they need to realize that it’s okay to go and teach and pour in without feeling the need to sell and sell and sell in.

    [00:17:10] April Beach: According to your system and your process, you’re actually more profitable possibly because you don’t. Actually do that.

    [00:17:18] Charles Byrd: Yeah, absolutely. So again, I’ll draw these distinctions that could be helpful for people to self place where they may fit the best with some of these JV types. For one, I think everyone listening should lean into referrals.

    [00:17:34] Charles Byrd: It’s simple. It’s, it’s, uh, highly effective. Um, especially this doesn’t mean just from your own clients. I mean, I get a ton from clients, but it’s from my peer group. It’s from my friends. In fact, before we hit record here, you and I scheduled a call to line up great connections for each other. How much did that cost either of us?

    [00:17:56] Charles Byrd: Nothing. Um, so, uh, number one, start there. I will make a distinction with, uh, like my offers are quite high ticket because of the value they bring. But I’ll point out if if I had a two K offer or five K offer, I would be in front of broader groups. And I would be making offers in those presentations. It just has to do with where you are in the market where I’m talking to more advanced businesses in general anyway.

    [00:18:32] Charles Byrd: And when they hear a strategy that they don’t have in place and they want in place in a way, they don’t need to be sold. They’re like, I want that. So, um, whereas when I was running a group programs, which I did for many years, I’d actually fill them from, well, I guess three main places. One, I would do broader webinars and the call to action was to a sales call.

    [00:18:58] Charles Byrd: And, and so that would be people mailing their lists like that example, the Brian Tracy one, um, and I would present to the mid level masterminds, people in groups that are eight, 10, 15 K. Which those are way smaller groups, but they’re, they’re full of ideal clients. These people have invested in themselves.

    [00:19:20] Charles Byrd: They’re, they have enough traction in their business to do that. And typically the further along a entrepreneur is the way easier it is to help them because they have so many other ducks in a row. Um, and I’ll point out by consciously choosing to move up market Your life gets way easier.

    [00:19:42] April Beach: I’ve heard people say that for years and it wasn’t until I started doing that myself where I actually believed him.

    [00:19:48] April Beach: I think that was in the beginning, there was just a lot of intimidation there, but uh, over the years I, I realized you’re completely right about that. So that’s a really good distinction to my, yeah. My next question was going to be what, what is the vow? Who do you best connect with based on the value of your offer?

    [00:20:02] April Beach: And I know our listeners have offers absolutely from, you know, a few thousand dollars up to, up to 10 K whereas other, uh, other of our, our listeners have 50, 000 programs that they deliver as well. So what I’m hearing that you just said is based on the actual product that you’re selling, that’s where you’re going to The way that you would approach and deliver your content within this JV partnership would be based on the actual, um, really financial level or the audience.

    [00:20:33] April Beach: Um, I don’t want to say maturity because that’s not right. Uh, the, the audience, how advanced the, the buyer is with, with correlation with that offer in what they usually tend to need to buy because you’re right, because, you know, are more advanced or profitable entrepreneurs. They have their teams, they have their systems, they’re not so busy, uh, in the things that those people that are, are trying to break like that.

    [00:20:58] April Beach: 30 or 40 K a month ceiling or try all of those processes that, that tend to need to be brought into place for those other kind of mid level entrepreneurs. So that’s, that’s a really, really good point. So let’s kind of recap again, some of these, you said there are four primary types of JV partnerships that you love to guide people through.

    [00:21:20] April Beach: Can we recap those one more time? So I’m just trying to cover those again for our listeners.

    [00:21:25] Charles Byrd: Yeah. So number one is presenting to other people’s audiences. And you could kind of put that in a few camps, um, that could be, uh, speaking on a stage in front of a physical room. It could be presenting virtually to a group and, and then the caliber of that group, it, it could be a higher level group or it could be a broader webinar to a big list, a big audience.

    [00:21:51] Charles Byrd: Um, so all of those are. Presenting to a group number two referral partnerships again, highly recommend these and keep in mind referrals. Don’t have to just be to clients. Although those are lovely. Of course, you can get referrals to joint venture partners. You can get referrals to stages like If you want more podcasts, get your referrals to podcasts.

    [00:22:16] Charles Byrd: So you, you aim the cannon at what you are after. Um, then there’s embedded partnerships. Again, this is where there’s different configurations, but in general it’s where your product or service is inside of someone else’s offer or some of your content is in someone else’s offer that’s like a lead source for you.

    [00:22:39] Charles Byrd: And those are Some of my favorite because you’re making a singular deal that represents ongoing lead flow. Um, and just to cite an example of that, uh, one of my clients, Jackson Milan, um, came to me when it was at 1. 8 million a year later is over 6 million in cash collected through joy ventures. He was running Facebook ads that weren’t working particularly well and started working a lot worse when Facebook shut down his account and That’s when he was referred over to me and he’s a quick start.

    [00:23:13] April Beach: I love Jackson I’ve taught I’ve taught a master class in Jackson’s group before I think Jackson actually might have been one of the people that originally introduced us now that I’m thinking back before our other friend Brian this is So I, I’ve seen the ins and outs of how Jackson’s stuff works and, and you’re a genius, my friend.

    [00:23:37] Charles Byrd: Yeah. Um, Jackson, he, this guy’s he implements, so he booked, he hired me. We dove in on a strategy, identifying ideal partners, how to land those partners. He, he landed 70 joint ventures in two months, which is. Um, and then I taught him how to create embedded partnerships, and he lined up 15 of those. Uh, he more than tripled the business all the while touring Australia with his wife and two dogs in a four by four camper van before buying a farm by the, uh, Ocean and jungle.

    [00:24:14] Charles Byrd: Um, he wrote an intro for me two weeks ago. I, I think I got a screenshot of it. He does this intro and he’s like, Charles has made me more money than any human on planet earth. Right.

    [00:24:27] April Beach: Right. I believe it. I, I believe it. Um, Absolutely. What a great case study. And I, and I, and I love, so I can like continue to share a little bit, you know, with, with our audience that I, that I’ve actually been within his ecosystem, um, and seen that.

    [00:24:44] April Beach: And it’s a very well oiled machine. I will say that.

    [00:24:49] Charles Byrd: Yeah. He’s done a beautiful job. Um, I want to point one other thing out is, uh, I started with joint ventures off a 200 product, so you can do this the whole way. Like, and it is a risk free lead source, meaning. You only pay commission on sales that have been made.

    [00:25:13] Charles Byrd: So some, some promos work great. You send your partner money. In fact, I made a sale earlier today from a referral from a good friend of mine. And I’m like, remind me your PayPal, like going to send him money. Um, now keep in mind, he didn’t do the intro to make money. He did it because it’s the right fit for that person, but who doesn’t like getting money in the process?

    [00:25:37] Charles Byrd: So again, 200 product. Successfully jv’d with that. And then as, as I evolved as a entrepreneur and prices went to 2k and then five and then eight and have continued. Up past 45 for different offers. Um, it’s the strategy the whole time. Um, I, I do, I guess personally like it when folks offers are a little higher ticket because they can ROI me so fast.

    [00:26:08] Charles Byrd: Um, just as an example of Todd Hartley, he’s got his core offer was an 8k offer helping. businesses leverage video in their sales process to increase conversion. Um, Tony Robbins hired him to train all of his sales sales teams across his companies that worked so well that now Tony has him on stage for business mastery.

    [00:26:30] Charles Byrd: And he wanted to learn to JV with other people, not just Tony. So within four weeks of working together, he’d. We helped get this whole system in production. He’d lined up six JVs. He happened to pay me 35 K. His first joy venture brought 125 K next joy venture, 125 K. He’s added a hundred thousand a month for the last five months in money.

    [00:26:57] Charles Byrd: He never had previously. So, um, Anyway, with higher ticket offers, like not that everyone does this, mind you, but if, if he can four or five X his money on deal number one, but he’s lining them up multiple per week going forward, it’s a pretty nice thing.

    [00:27:16] April Beach: That’s a pretty great way to justify the investment of the genius you bring to somebody’s business too.

    [00:27:22] April Beach: I mean, this is just like, it’s, it’s great for him. It’s great for you. Um, I want all of our listeners to be thinking about just. Totally a little sidebar here. You guys, um, on your program, you know, can, can, can your students, uh, you know, four or five times the ROI on your program to besides the JV side of it.

    [00:27:43] April Beach: And, uh, it’s always something to, to be mindful about, or how long would that take them or actually what do they need to. do to be able to do that. So this is such a great conversation. Okay. So I think because I totally sidetracked us, you talking about Jackson. So we went over the four, the four basic types.

    [00:28:00] April Beach: Of course, I have my notes here. Cause I, I love learning from you. If you talked about presenting in front of other people’s groups, we talked about the referral partnerships. We talked about the embedded. Um, partnerships, which you and I both love you from a JV standpoint, me from a licensing standpoint.

    [00:28:17] April Beach: Those are just so powerful and so simple. Um, did I miss the

    [00:28:20] Charles Byrd: fourth one? What’s number four? And the fourth one was a social JVs, much like this kind of interview. Social. Oh my

    [00:28:27] April Beach: goodness. So cool. Um, my friend, I have, I have my chicken scratch notes here that I’m going to turn into our show notes, which I’m sure will turn into more resources for our listeners to, to recap, because there was so much, so much wisdom here in this show.

    [00:28:42] April Beach: So thank you. Thank you very much for your time and sharing this. How can people get into your ecosystem? How can people tap into where do you hang out? Uh, how can they continue to learn from you and, and tap into your world? Like, like our company is tapping into your world.

    [00:29:01] Charles Byrd: Oh, wonderful. Well, thanks.

    [00:29:02] Charles Byrd: Thanks for asking. Uh, simply pop over to charlesByrd. com B Y R D it’s got more info on that. the kind of work we do. There’s ways to, to reach me and the team through there. Um, I’m also on Facebook, Facebook slash dot com slash Charles Byrd, B Y R D. I don’t use LinkedIn a ton, but you can find me on there too.

    [00:29:26] Charles Byrd: Um, so yeah, these would be good places to, to connect. Awesome. Thank

    [00:29:31] April Beach: you so very much, Charles. I love learning from you and appreciate you pouring into our community and your

    [00:29:36] Charles Byrd: time here. My pleasure. Thanks for having me.

    [00:29:41] April Beach: All right. What a great episode with Charles. As you heard, and we’ve talked about affiliate launches before on this show.

    [00:29:49] April Beach: You’ve met others that have been in here. Um, I will say to you that personally, one of our strategies is a company that We have been leaning into for the last couple of years is having me teach and other business masterminds in that sort of, um, you know, way number one here is presenting other people’s groups.

    [00:30:08] April Beach: I’ve even taught a podcast on how to create a training program that’s aligned for your next step. here. If you want to go back and relisten to that, um, on how to teach a masterclass and other programs, the way Charles does it, you guys is it’s just so organic. I don’t want to use, I don’t want to use the word authentic because unfortunately I think that great year, that great word has been overused, but it’s very organic and it’s a good fit.

    [00:30:34] April Beach: So my summary for you here is, if you do have a higher ticket, Definitely make sure you’re connecting with Charles Moore. It’s charlesbyrd. com. And especially for those of you guys that hang out on Facebook, it sounds like he’s over there on Facebook and connect with him more, follow along. He’s, he’s very, very smart and, uh, in giving man and will lead you in the right direction.

     
     

    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. 

    Summary:

    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 169: How To Launch Your Services Online: Small Business Help Part 2 – 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:

    Need faster business growth? Schedule a complimentary business triage call here.

    Who This Episode is Great For:

    This episode is for small businesses that want to launch live group coaching and need help getting started. Software makes up the nuts and bolts of your online business, but it tends to overwhelm some to the point of stopping. Trust me when I say that if I can use (and now teach on) software, anyone can! The important part is making sure the software you choose works for you! This show is for business owners who are considering building a group coaching program and want to make smart choices.

    Summary:

    How to build a powerful group coaching program.  In this show, I break down how to plan your group purpose, how to choose the best software, and how to bill, onboard and pick the best platforms for success. Every business is different and this episode helps you find the right answers for your business. We also discuss the power (and joy) of hosting live group calls and what types of entrepreneurs will thrive with this business offering. 
     
    Today’s episode will help you plan your group’s purpose, schedule, taking payment, onboarding customers and deciding the best platform for your group goals. 

    Highlights:

    1. Determine what type of group you’re building
    2. Choose the online platform to build your group in
    3. Set up how people pay you.
    4. Understand why AI plays a key role in customer satisfaction. 

    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 A probe age How you guys, um, welcome back to the show. You are listening to the sweet life entrepreneur in business podcast, and I’m a pro beach online business development expert in strategist, and I am here to help you continue to grow your current business online. Or for those of you who are interested in launching new online service is or a new online business.
    All of the show notes and the resource is that we have for you can be found by visiting Suite life podcast dot com Now on today’s show, we’re actually continuing a two part training that we started last week about how tow launch your online service is. This is something that is an amazing way to grow your business. It’s an important way to scale your business, meaning you could duplicate yourself and reach more people. Bye and launching online coaching, consulting and digital service is digital products, and we’re diving into the actual nuts and bolts of some things that you need to have in place to watch group coaching service’s and some different considerations based on the type of delivery that you may want to have.
    A CE faras sharing service is to groping people online. So this is perfect for you if you find yourself in a place where your company is ready to scale so you’ve reached capacity, meaning you can no longer see people face to face or one on one. And right now, if you’re listening to this riel time were stuck in this sad and funky Corona virus economy, so we can’t see people face to phase right now, anyway. And so it’s a great opportunity for you to continue to reach groups of people.
    Reach your audience, Reacher established customers gain more customers by launching Group Coaching Service’s. This is also perfect for you. Have you been thinking about hosting on online mastermind group? Or if you’ve been thinking about hosting instruction or some sort of training two groups of people at once, this is an ideal chauffeur you to listen to. All of the show notes will be found at Sweet Life, podcast dot com, forward slash 1 69 and for advanced business development coaching programs, courses and masterminds cruise over to sweet life co dot com,
    and there are a variety of opportunities for you to help you take your business to the next level Online over there for you. Okay, All right, let’s go ahead and dive into today’s business training. All right, As we’re talking about group coaching, it’s important to differentiate that the type of group coaching we’re discussing is different than if you were coaching a team. This is actually for those of you who are experts, mentors, leaders, skill teachers, coaches and consultants. And you want to host a group where each individual in the group has their own story,
    their own track. So it’s different than if you were coaching a team all for one purpose. To learn to do one exact thing. Group coaching is where you still have similar goals, and you have to outline the expectations for any grip you launch. But each person is creating their own reality out of the instruction that you are giving. So I just wanted to differentiate that here in the beginning, and there are generally two different types of groups that you can think about creating and you know, the sky’s the limit on this.
    But for the sake of this podcast in this training, this is the easiest way to just really move us along here and get your group coaching started faster. So the 1st 1 is instructional group in an instructional group is really where you are teaching strategies so people can take them, make them their own, apply them to their own life or their own business, and then move forward or the other type of group. Coaching can be community based, where you’re actually facilitating, Ah, place for people to work together,
    work amongst each other, really connect with each other over the similarity that they have in the topics that you are leading them with. And most group programs actually contain an aspect of both of that, whether it’s instruction the majority of the time. And then there’s a community component for an afterburn effect, or whether it is established within that particular group coaching program from the very beginning. Another thing I wanted to talk to you about is that if you are launching a course that a group of people are going to go through,
    that isn’t what we’re talking about on today’s show, but we’re really talking about live events where you’re coaching a group of people at a time. So I just wanted to clarify that before we dove into this particular episode now a couple reasons why this is amazing. First of all, one of my favorite things to Dio is to connect with people live in a group there, so much fire that goes around and passion, and people start talking and inspiring each other. It is one of the best ways to coach people,
    so I just wanted to share. Everybody’s experience is different, but it’s one of my favorite things to do is to see that happen based on the leadership that I give to a group of women entrepreneurs in. So if you are a type of business leader that your personality loves, that community loves mentoring and inspiring others. A live group program could be a really excellent business model for you know, we always want you to pick a business model where you’re happy and you thrive at what you’re doing, cause that’s gonna make you even better at what you already are in your area of expertise.
    So the first thing is to establish. What is the purpose of this group? Is this strictly for instruction? Is this a community based group?
    Am I delivering content on a certain schedule within this community? What are people going to expect out to be part of this group?
    And how should I set this group up for success again? It could be a combination of all these things.
    Or you can just host groups based on one of those aspects again, community instruction or content delivery. And so,
    after you’ve made that choice, step Number two is diving in and picking the platform. So where is this group gonna live?
    Where do you want to live there? So many options? The 1st 1 Let’s just get it out of the way.
    First is a Facebook group. You know, I hate Facebook groups, but I also have Facebook groups because they’re easy and people are there all the time.
    It’s hard to retrain an entire audience on something there, naturally doing everyday anyway. But Facebook groups have their pros and cons,
    and so that might or it might not be a good place for you to host your group, but I just wanted to mention that first,
    because it’s one of the first ones that people think of another option, which is doing a great job.
    It can be competing with Facebook, and we talked about this on the last few episodes. I’ve spoken about this platform a couple of times,
    but it’s called Mighty Networks. Mighty Networks is a super rad app. I will tell you I love being part of mighty networks.
    I’ve had my tea networks groups. It’s so nice because it gives me, like, a push notification on the sleep screen of my phone when somebody has posted to me and I can I can set up my notifications for that rather than having to go into Facebook and scroll through all my notifications that came from my sister and my cousin and my clients.
    It’s a terrible thing to do, especially for people like me that have at least 10 different squirrel moments every single day.
    It’s really hard for me to stave, bogus. And so that’s why baseball is another reason why Facebook is a terrible option for me.
    But Mighty host does a really good job of creating topics so people can communicate, and in post under them and taking people outside of really that cluster.
    You know what that happens inside Facebook? The downfall of that is there is no live streaming into my tea house.
    And that’s one of the reasons why I’m still in place because I love and you might love this, too.
    And this is thinking about how you want to connect with your group. I love being able to pick up my phone,
    click the Gold Life button and just be able to talk in there and say, Hey, how’s everybody doing today?
    That’s something that’s important for me. It’s something that my community expects and wants for me. And unfortunately,
    at the recording of this, it’s just not an option that’s available in mighty House. But I just wanted to share those two things because they’re the 1st 2 platforms that entrepreneurs usually hook on to.
    Mighty host does integrate with zoom so you can in bed video through zoom. But it still requires you to log on to a totally different platform rather than just clicking a go live button.
    And when you’re a busy woman man, every step counts, doesn’t it? All right, couple other platforms I wanted to throw out there for you.
    You’re gonna have to test which one you like. The 1st 1 we already mentioned is Zoom. I’m sure you know,
    zoom by now. There are two different types. Asim Platforms. As we mentioned on last week’s podcast,
    There’s Zoom Meeting and they’re Zoom webinar and they both have totally different functions. So it’s based on how you want those platforms to function,
    and you can use either one for group coaching. The other two are Google hangouts. I will admit I just attended my very first Google hangout last Friday,
    and I thought it would be a lot harder to get into Google hangouts. It wasn’t something that I ever felt like I wanted to even try.
    And there was a meeting that I wanted to connect with a group of really cool women here in Colorado from women who start up and they had a Google hangout and it was pretty cool.
    There were some downfalls to it that I didn’t like the fact that I couldn’t see everybody like you can in a zoom platform,
    but it was easy. It was easy for me to get on there and it was clearly integrated with my Google business email,
    so that was very simple, too. So Google hangouts could be something that’s may be a first step if you want to host community in Host group Coaching service is online and then the other one is crowd cast.
    I Love crowd cast. I’ve used crowd cast numerous times. It has a great integration feature where you can see people’s live chat,
    especially when you’re on crowd cast online. Unfortunately, crowd cast has had quite a few technical problems every time I’ve tried to use it.
    But you know what, ladies? That could just be me, because I swear there’s like some magnetic field around me that if some software or tech is going to break,
    it will break at some point in time on my watch. So it definitely could just be me. I love the way the platform works.
    I love the way it’s set up in that has a green room function. And so those are just some suggestions for you.
    I know a lot of the last podcast episodes. We have talked about software, and if you’re building an online business,
    it is software software are the boards and the foundation and the nuts and bolts of your house instead of just having a storefront.
    And so that’s why this software that you choose will make or break your business. And it’s not that it’s the software itself.
    It’s how you use this software, how you needed to function, why you’ve chosen that software and frankly,
    whether or not you know how to use it in a TV for you. At the end of the day,
    we want things that are easy, because then you will perform better and everything else that you d’oh So again I will make sure all of these resources are available for you in the show notes and links to try these things in the show notes for this episode.
    So if you haven’t ever gone a rich our podcast website yet, it’s really cool. It’s like a whole business resource center.
    We rebuilt it about a year and 1/2 ago for you guys in. You go in there under the show notes for this and has all these links to everything we talked about in the show in a whole bunch of other free business training that most business coaches charge thousands of dollars for.
    It’s a huge database of free stuff in there for you guys. So just cruise over to sweet life podcast dot com,
    and you can. You can grab all that and check it out. So we talked about number one.
    She’s in the purpose of your group number two. Choosing your platform. Granted, this is not an exhaustive list of platforms.
    I’m sure there are other platforms out there. These are just the ones that we tend to talk about the most with businesses that are growing and scaling online.
    The third thing is is to create a schedule just like the parameters that we set up in last week’s show about how to set expectations to establish your one on one coaching.
    Virtually the same goes with your group, so it’s important that you have a set schedule that people like you and like me about if you’re listening to the show about you’re a planner like I am,
    I geek out on my calendar that’s one across my wall, and I won’t commit to anything unless I know that I can fit it in my calendar in.
    So if those are the type of people you’re serving, then you want to make sure that you’re prepared and you have a schedule set out now where people register for your group.
    Coaching is really what I want to kind of drill into today. So some of the platforms we talked about have that built in where you can schedule your medians in advance in Zoom,
    and you can even have multiple mediums. Another place you can do this is if you choose to host your online group coaching in Facebook in a private Facebook group.
    You can also create events within Facebook and actually scheduled the events there within Facebook itself. So I just wanted to share that with you two options.
    Make sure you have a place where people can sign up. You have a software that gives them notifications and reminders to show up.
    Because Justcause people sign up doesn’t mean people show up into the end of the day. We want people to obviously show up,
    and so that is an important aspect of whatever software you choose. Make sure that you do have the ability to have people schedule online and get reminders so they will show up for you okay.
    And before we dive into step number four a little behind the scenes here, my husband and my three boys just got back from a long word skateboard ride,
    getting some fresh air, and everybody just came barreling through the door with their shoes and the dogs and the skateboards and everything.
    Welcome to my life. I love my life. Actually, I felt so blessed. But there’s a lot of noise in the background for all these podcasts were recording right now when everybody is home together.
    So thanks so much for bearing with me through that. So step number four is How will you, Bill,
    you got to make money, right? That’s why you do what you do. Yes. You probably love what you d’oh,
    but let’s make you some money so you can keep doing it and help more people. You need to decide how you’re gonna build for your group coaching program.
    Do you want to build once and they get unlimited access to all of your events? Do you want to set them up on a subscription where they’re automatically charged every two weeks or every week or every month?
    And of course, how you lay out your program. The content of what you’re delivering is gonna dictate obviously,
    how long this is gonna go. The point I’m making is it. We have to make sure that your software is set up to support you in this.
    We want to make it easy for people to give you money. Amen. Amen. OK, so this means that whether or not you choose Facebook or you choose zoom or you choose another platform.
    You know, you have to make sure that you’ve determined how you are going to build people, how frequently and how you’re gonna take money in depending on that platform,
    they either have that built in or they don’t. Now, this is a great advantage of mighty networks,
    mighty networks. You can actually receive payment through mighty networks, and everything is all in one there. Another reason why I do love that platform again.
    Nothing’s perfect. So you can’t go live in there. But maybe there are other things you could do to improvise that sort of connection with in your group.
    So I just want you to pay attention to how you’re gonna take money, how frequently you’re gonna build in the most common payment processors are stripe Pei Pao in some people even use square or square up,
    and each of those enables you to create a type of service. Now I’m can’t verify for sure if square up frankly allows you to create subscriptions.
    It’s not a platform I’m an expert in, but I do know that they allow you to charge and build for service is,
    and we have a lot of clients that you square up for. You know, even local service is like esta Titian’s.
    You square up to take payment and my eyelash girl use the square of today payment. And so if you have a one time payment,
    that might just be the easiest thing to do to get people to onboard to your group coaching program. If you’re looking for more of a subscription billing plan,
    then stripe and paper. How are your options? And they have those sort of different payment options integrated within them in those two platforms,
    integrate with most community online platforms as well. So number four the most important thing is make sure you know how you are going to charge people and make sure it’s easy for them to pay you in the last thing I just wanted to touch on.
    Gosh, I think it’s actually been a while since I recorded a whole entire episode on email marketing. Maybe it’s time.
    Message me. Send me a d M on instagram If you want more trains on email marketing email marketing is not your regular business email,
    so it’s not my email address. Email marketing is actually a c R E M. It’s client relations management system and the type of email marketing that I want you to think about.
    Having four group coaching is automated email marketing. This means that when somebody signs up for your group coaching program,
    they get automatic e mails. It’s like using a I. This is how we’re starting to integrate heart official intelligence into our online businesses.
    So the software knows somebody signed up and the software sends them an automatic email that’s written by you super personal,
    thanking them for joining whatever program that you’re doing, letting them notable what to look forward to and it’s automatically sent to them.
    In a perfect world, we want this software to send them a couple of different emails reminding them of the upcoming meeting,
    helping them get onto your platform. Whether that is how to get onto crowd cast or how to join our Facebook group or how to post a topic and mighty host.
    Whatever it is, we want your email marketing to create a relationship with them. Anto walk them on,
    boarding into your program in little teeny baby steps so that they feel super taking care of from this second they pay.
    We want to make sure that the second somebody pays you, they don’t have what most people have is like this momentary panic of buyer remorse where you’re like Oh my gosh,
    I should I should I should have done that, you know, we want them to immediately get any mail and in a perfect world,
    really be redirected to a page. It says, Awesome. And so glad that you’re here. I can’t wait to work with you or I can’t wait to have you join our program.
    This is what you can expect. This is where to go for questions. We’re here for you. We understand what you’re looking for.
    And we have paved the way for you to have an amazing experience in my group coaching platform or program or whenever it ISS.
    That’s why we need an email marketing manager. Now the reality is, is a lot of these platforms don’t have email marketing built in.
    So if you’re choosing these platforms based on the platform itself, it’s not necessarily in all in one. So you might have to go in source an email marketing manager and make sure it connects.
    Or it’s what we call integrates with your community platform of choice. And so listen, it’s like baking a cake.
    There’s 1000 different things that you can put into your set up to make it customized for you if you have questions about this.
    First of all, everybody has questions about this. This isn’t business strategy, you guys, that this is the nuts and bolts of business.
    I am happy to answer your questions about platforms any time I do answer questions about this and how to help you pick your best platform.
    Answer questions about this all the time. Cruise over to our podcast community, our Facebook community. It’s totally free,
    and you can go in there and just plug away any questions that you have, and I’m in there frequently supporting you guys,
    So just go to a sweet life community dot com, and it’ll redirect you to our Facebook community and you can ask any questions.
    So here on the podcast, let me just give you some samples of platforms based on the ones have talked about that have the most capabilities.
    So so far, based on needing to have a platform where you could deliver content, having a schedule that you composed,
    having a way to bill and having notifications go out, then mighty hosts is the way to go. That’s the Gold Star again,
    their downfalls like I still can’t use it because I really appreciate being able to go live with my community.
    I’m willing to piecemeal other parts of software together so that I could still go live with my community, but that might not be a big thing for you,
    so I just wanted to make the easy button up here that mighty hosts and granted, you have to pay for more bells and whistles,
    but is usually the way that businesses go when they’re creating community platforms and community coaching. So far, the other one that I’ve mentioned on other shows,
    which I haven’t had a chance to test yet. But when I first checked it out a year ago and loved it,
    I ran away because I looked to the price tag. It was like $5000 I’m not gonna pay $5000 to play with something.
    But they have a sense rebuild the platform and I can’t wait to get in there. And it’s called Disciple Media.
    In So Disciple Media, I think, has everything it did the last time I checked. Everything that that we want you are gonna play will pay more for it.
    So I will also go ahead and make sure that there’s a link to the new platform built by Disciple Media.
    So you can go in there and try that as well. So let’s go ahead. Let me just do a quick recap.
    You might be able to hear my dogs barking because, seriously, every single person walks by my house and I have a little Chihuahua that never stops parking.
    And especially now that everybody is going for a walk 20 times a day in my neighborhood, that damn dog just never stops working.
    So we’re just gonna push on, aren’t we ladies. Okay, so the recap for today’s show is how to watch your online group Coaching service’s again.
    This is perfect for you guys of your established businesses, and you want to reach more people you want to sell more.
    Service is you want. Establish your expertise or if you’re a new business and you just want to head out the gates with launching group coaching.
    I know that there are quite a few new businesses that have come through our doors in the last six months that are actually launching certification programs,
    so it doesn’t even have to be an actual business. It could be more of an educational certification based program.
    Yeah, group coaching is away, right? So first of all, we talked about platforms and making sure you’re choosing the purpose of your group,
    whether it’s instructional or community or, you know, just strictly sharing content or a combination of any of those choosing your platforms.
    We talked about Facebook groups, mighty networks, crowd cast Google hangouts and zoom. Those are the top ones that people seem to be going through.
    Currently, the recording of this we could probably record this same show in six months and I might give you a different list.
    Number two or diving in the next part is creating a schedule and making sure it’s easy for people to register.
    Easy for them to know what’s coming up again. The clearer in the more, the more simple you lay out your program,
    the more money you are going to make, the more people you are going to enroll the next episode making sure it’s easy to pay you,
    making sure that the experience of going online registering and pays you d picks the experience that you want to give your customers.
    And so you want the whole entire process to aligned with your branding your experience the way you want your customers to feel when they start working with you.
    So if you are a high end brand and you are delivering high end group coaching, you’re not going to take money through Venmo,
    right? Right. So we talked about stripe and papal integration and making sure that it’s smooth sailing there to set up subscriptions,
    accounts or one time payments. We also talked about square up and how that could be an auction for some people as well.
    And then we talked about email marketing to the extent that I would love for you, just a walk away with either new knowledge if you didn’t have this,
    or just reinforce knowledge to what you already know about how important it is to utilize a I in creating automated e mails that are going out to people who have already paid you to reassure them that they’re in the right place.
    So we don’t want any buyer’s remorse who want to create raving fans that are sharing how great it is to work with you over and over again with all of their friends.
    So that is today’s show. This is episode number 169 of The Sweet Life Entrepreneur podcast. Thank you guys so much for being here.
    If you have not yet. I would love it if you’d leave us a review on iTunes. That really helps other podcast listeners find our show.
    And it’s something that we really appreciate very much from you guys. So you could just cruise overto apple and leave us a review.
    And a lot of times we actually read these reviews live online, and we feature a business which is exactly what I’m going to do right now,
    all right? And this is so sweet. I just went over to pole are featured review this week,
    and all you moms will get this. My son Sam, I saw left me. Review. It’s up Sand Beach and says,
    My mom’s podcast. Love you, Mama. Five stars. So not my future business is weak, but that melts my heart.
    I do want a big C tour to five four for your review. Thank you so much for taking the time to come on here,
    You say. That’s so good. It’s like talking to a business Vesti really relate to our style of business advice and how protective she is over her audience.
    Just pinged a few episodes and I’m hooked. Keep it going. Thank you so much for leaving that review.
    That really means a lot, but I don’t know your businesses and I want to shout out and help you get eyes on your business is well,
    so if this is your business d m me directly on Instagram, you confined me at sweet life. Underscore entrepreneur.
    That’s my instagram account, where I share a lot of business and a lot of mom with three teenage boys.
    Life in de Emmy there and let me know your business so we can go ahead and make sure that we give you a shout right back out.
    See tour to 54 All right, you guys, thank you so much for hanging out with me on today’s show.
    Next week we have Sarah tomes are Facebook and Instagram ads expert back in the house, and she’s diving through the seven steps to set up your Facebook business page or fix your broken Facebook business page to make sure you are optimizing your results in the time you put in there.
    Next week’s show, All right.
    That’s all folks!

    Episode 168: How To Launch Your Services Online: Small Business Help Part 1 – with April Beach

    SweetLife Entrepreneur Podcast April Beach

    Episode Bonuses:

    Who This Episode is Great For:

    • Small business owners looking to expand your reach due to Coronavirus 
    • Small business owners ready to grow (scale) by adding online services, offers, coaching and courses, or digital communities or products and don’t know where to start.
    • Entrepreneurs who want to launch an online service business and work from anywhere. 


    Summary:

    As the world faces a shift in how it does business, more people are noticing online business opportunities – and they are VAST. Pivoting your business to offer online services is not only an essential part of keeping up with today’s Coronavirus economy, it’s strategic and smart. 
    I’ve been consulting entrepreneurs, small businesses and corporations to create and launch online services for 12 years. Online services are not default or second best… they’re a smart way to reach more people, grow your profit and expand your company’s capacity. 
    This podcast show will open the doors to online business opportunities, help you choose how you’ll offer services online and give you the steps to get started. 

    Highlights:

    1. How to choose the right software
    2. How to create and set parameters on your 1-1 online services
    3. The steps to get your online services setup 
    4. Specific software recommendations 


    Resources Mentioned:



    Join my next workshop to launch your online services. Use code: PODCAST to receive $50 off.

    SOFTWARE RECIPES
    Lowest Cost Software (has limitations)
    Meeting: Phone calls, Facetime or WhatsApp
    Calendar: Calendly
    Payment: Venmo 
    Mid Cost Software:
    Meeting: Zoom Meeting Room
    Calendar: Acuity
    Payment: PayPal, Stripe, Square
    Options To Provide Added Support To Your Clients: 
    Email 
    Voxer (our top pick) 






    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 a probe Age Hey there, and welcome to the show. This is episode number 168 And today we’re talking about how to launch your service is online. This is small business help for those of you that are facing tough times right now in our Corona virus economy, this is actually part one of a two part series where we’re gonna be diving into this two weeks together and I’m going to be giving you step by step of exactly how you want Your online service is today.
    We’re diving in because the world has seen an entire shift and people are noticing hall of these different online business opportunities. And they are vast pivoting your business offer online service is is not only essential right now, but it’s also strategic in smart. In case you weren’t aware, my business has been consulting entrepreneurs, small businesses and corporations. Tow launch digital in online service is for over 12 years. In these service is they aren’t by default. They aren’t second best. These are actually smart ways to grow your business,
    reach more people, grow your profit and expand your company’s capacity. So that’s what we’re talking about on today’s show. This episode is particularly for those of you guys who are small business owners looking to expand your reach and serve your customers through digital online service is right now in our Corona virus economy, either. Short term, you just want to do this for a small period of time until you can get back to normal or long term. This is also for those of you guys who are established business owners and you’re ready to scale.
    So you ready to grow ad Online service is coaching, consulting digital communities or products, and you aren’t exactly sure where to start. If you’ve been asking yourself this question, that hair, I want to grow my business online, my company has reached its band with. We can’t serve any more people the way that we’re doing business. We’re maxed out. What do we do? How do we grow than this particular podcast episode? And actually the entire suite live under of Europe on gas? These air? This is what we talk about here on this show if you’re a new listener and if you’re a new entrepreneur and you are looking to launch online service is so you can work from anywhere.
    This show is for you. Now, all this show now. So we’re gonna talk about today cause I’m gonna give you a lot of really quick software tips, software, recipes, meaning I’m going to make it so easy for you. I’m going to say, do this, Do this, Do this if you want these results and I’m going to be giving a lot of difference offer recommendations because software is the walls there, the structure of your online business. So if you had a brick and mortar business in the past or if you currently have a brick and mortar business,
    you’re rebuilding the walls in the foundation of your business online through the software that you choose. And that also tends to be some of the most overwhelming part of launching. Normally business there so many different choices and not everyone is right where for every single business. So we are gonna walk through the steps of how to choose the right software, how to create and set of parameters for your service is the steps to get your service is up and running, and I’m gonna give you specific, softer recommendations. So that sounds good.
    But that’s what you’re looking for. Let’s go ahead and dive into the show. All the show notes can be found by visiting and sweet life. Podcast dot com forward slash 1 68 Okay, in this episode, part one of two parts I’m specifically talking to those of you who want to take your established one on one service is you might have done face to face or in person and scale them online. So we’re focusing on one on one in person, bringing that toe one on one online in next week’s show.
    I’m gonna be talking about how to take your established service is where you might have coached groups of people. Maybe you were a speaker or you hosted events. Or maybe you did provide one on one. This service is in person and you want to scale those and now provide him two groups of people. So next week is for groups. This week is for one on one. Before we go any further, I want to make sure that you know about this shows bonus for this month,
    actually through April 30th 2020. If you’re listening to this real time, I will be hosting workshops in these workshops or three our hands on workshops that actually take you step by step through the process of launching your online service is planning them,
    pricing them and taking your specific business questions. These workshops were designed for small groups of businesses at a time,
    and because you’re a podcast listener, you can receive a $50 coupon off these workshops. So I’m giving you $50 off attending one of these workshops.
    To find more information about that, please cruise over to sweet life co dot com Ford slash scale online and use the coupon code podcast to register and get $50 off.
    It also gives me a great opportunity to work with you one on one and take your specific business questions,
    something that we just can’t do here in a podcast settee. And I’ll go ahead and make sure that that coupon,
    the discount and the link to register for the next live workshop is found in the show. Notes at Sweet life podcast dot com for its lush 1 68 Okay,
    for those of you guys for listening to the show you have done one on one service is in the past.
    Maybe you work with clients, even if it’s a group of clients. But it is one business, and you’re asking yourself,
    How do we take these service’s I provided for my clients? And how do we offer them online? First things first.
    Not every single business can be offered as an online business. Not every single service can. So, for example,
    of you do eyelashes or if you are a massage therapist, clearly you can’t do those exact things online.
    But there are amazing opportunities for you to continue to serve. Your clients may be indifferent creative ways. We’ll talk about some of those on today’s show,
    so we’re gonna take you through three different parts. The first thing we’re going to talk about us, how to set up the parameters for your one on one coaching service.
    The second thing I’m going to go through is giving you a menu of different software that we recommend, and then the third part of this show,
    I’m gonna actually walk you through step by step, how to set it up and hop on board new clients.
    So step number one, when you are changing your service, is from face to face to digital, you have to set up new parameters for how those service’s are offered,
    which means that in the past, if you have hosted clients, maybe for a two hour in office strategy session,
    then we want to scale. Those service is online. So just as you set up parameters for maybe a one hour appointment to serve people or two hours or whatever the parameters were in person,
    we have to set up those same parameters online. I’ve seen companies start to scale online and because it’s online because they’ve eliminated drive time,
    you know, in all the different logistics that come together when you’re delivering service is face to face, they somehow forget to establish parameters for their digital service is.
    And so what happens is the service is just turn into kind of hang out sessions, and it doesn’t give your customers the right opportunity to set up how they know that they’re gonna be able to work for you.
    You have to set up healthy Bram parameters, just as you did for your face to face service is online,
    and I want to encourage you to do that right From the very beginning, you have to set the expectations.
    The second thing you need to do is you need to set the goals in the scope for that meeting.
    Some of those goals or things that you have been able to do in person to just simply aren’t gonna be able to do online.
    So you want to be honest with your clients and talk about Listen, this is what we can do.
    This is what we can work on. This is what we can accomplish, and you set up the scope for your virtual coaching session or your virtual service session or therapy session or whatever it is that you’re doing.
    You set up the scope in the very beginning, so your client knows what to expect. They know what you can dio.
    They know what you can’t do. They know how they will leave that meeting and what they can expect at the end of that meeting and when you set up clear expectations in the very beginning of what it looks like when we work together,
    virtually versus what it is look like when we’ve worked together in person in the past. Then nobody’s disappointed and everybody walks into it with eyes wide open.
    One of the best ways to do this, if you are scaling to virtual service, is whether short term right now with what everybody’s facing with Corona virus or this is something you want to do is a long term strategy.
    You need to make sure you’re communicating. You have to communicate your plan with your clients. So my recommendation is to send an email out your clients and say,
    Hey, listen, I’m so excited we’re gonna be offering virtual service is this is what they’re gonna look like.
    This is how long they’re gonna last. These are the things that we can work on together. Are you ready cause we’re ready to serve you and you have to communicate.
    You don’t want there to be a gray area because there are many people that have never received a service online before.
    They don’t know to expect, and they don’t know whether or not receiving service is on line is just as effective as receiving service is air support from you in person.
    So when you approach them with a plan, a strategy, the scope of what you’re talking about, the parameters of that service and you come to them and you say,
    Here goes This is what we have prepared for you. It gives them peace. It gives them confidence in your leadership,
    which is something that right now customers were desperate for leadership from you, and it helps to sustain your business and sustain your sales.
    If you’re doing this to actually increase in scale your service is, then this will, of course, increase your sales based on where they were just with your in person service is so I want to make sure you are communicating clearly exactly what these parameters are and how people can start working with you.
    And I’m gonna walk you through the steps of that here in just a minute. The other thing that I recommend that you set up is how and when you are gonna deliver any supplements to that service.
    So your business is different than anybody else’s. There’s tons of different industries that listen to this podcast, but let me just give you an example of what a supplement could be.
    Maybe you need to send them an email with action items or recommendations to do after their meeting. A supplement is anything you need to share with them,
    whether it’s a pdf or a video tow watch or an email with steps or anything else that they need in order to take action in implement.
    The service is that you provided to them virtually. For example, I’m gonna try to bring in a bunch of creative examples here to get your wheel spinning if you weren’t as citizen and you started providing online consulting.
    Service is where you are doing face time with your clients, and you can’t actually work on their skin.
    But you can talk about their skin. You can give them recommendations on what it looks like. You can sell them products After that meeting,
    you might want to send them a list of the things that you talked about in the products that you recommend in links to buy those products from you during the time that maybe you can’t see them online.
    That’s an example of a supplement that would go with the service in a couple different softer recommendations that I want to share with you that we love.
    We provide the supplements. Your clients all the time is actually Boxer Boxer is a great way to continue to serve your clients.
    You can actually send them links. You can send them video recordings of the recommendations, maybe a summary of the service you provided for them in action items for them to move forward.
    Other options that they know. A lot of businesses use our slack channels where you can create a private slack channel with each specific customer.
    Or, of course, you can just use good old fashioned email and send them your recommendations by email.
    So to summarize, the first part is setting up the parameters of your service in making sure that you are clearly communicating what they can expect,
    how long that service will be and you’re providing ways you can give them supplemental support if that’s necessary. After that service,
    the key takeaway here is being clear in Lane the road map because many of your clients have never worked with anybody in this capacity before,
    and even if you have never known it before, you need to take the lead it brings peace, it brings trust,
    it brings confidence, and it continues to build a loyalty that your client’s already have with you. So let’s now dive into how exactly you do that.
    Because if you’re listening to this, there’s a really good chance that you have never done this before in.
    So in order to instill that confidence in your client’s, I’m gonna show you how to be a pro at it.
    We’re talking about it today on the show, so the first thing to do is to choose your online platform.
    This is where the service is going to happen. There are 100 different opportunities you can choose from, and we’re gonna go ahead and put a list of different software recommendations and recipes in the show notes for you.
    A many of them have given us free trials to share with you, so make sure you’re cruising over to the show nuts for this episode at sweet life.
    Podcast dot com forward slash 1 68 But you want to choose where is it’s gonna be done. How is this gonna be done?
    And you can go all the way to old school. You can just pick up the phone and call somebody.
    I mean, what a better way to connect, then the way that people connected you know, at least the last 60 years is by picking the phone up than calling somebody on the phone.
    That’s totally fine. You don’t have to go super online Fancy. You could just set up a phone call with him.
    Other software, which I’m sure you’ve heard of by now, is that Zoom. You can use FaceTime on your phone.
    Or you can also use WhatsApp in many of those air, really just based on your preferences. But has your choosing your software.
    I want you to think of your customers. Which one do you think is going to be? The least intimidating need to them that is going to give you a platform to actually provide service is successfully.
    Whatever software you choose, I highly recommend that when you’re sending out that email to them about the expectations of your virtual service is that you also include a step by step guide on how to connects to the software that you’ve chosen.
    Don’t just think that everybody knows and don’t think that your customers we’re going to follow probably the very clear tutorials that the software provides.
    Some people just have a total block when it comes to software, and they just honestly feel very intimidated by and they don’t want to learn it.
    And so, if that’s your clientele, they include maybe a PdF type out, a step by step guide and maybe even provide a telephone number for this software support.
    So if anybody has any questions, you’ve really done all the work for them. You’ve taken away any nervousness that you possibly could have from this type of working relationship.
    So the first thing you’re gonna do is you’re gonna choose that platform. The second thing I recommend you do is setting up an online calendar,
    so we want it to be easy to work with you. That’s how you make money. If it’s hard to connect with you and book you and get on your calendar and work with you,
    you’re never going to make money. And so we have to make it really easy for people to book with you.
    So that second step is setting up an online calendar. Our favorite online calendar that we use is called acuity,
    and I’ll give a link for that as well. But we also have a lot of clients. Use calendar Lee,
    and it really depends on what you know and how you need your online calendar to function. Do you need and want it to sync with another calendar that your business uses?
    Do you need to take money? Many calendars give you an opportunity toe. Actually accept payments at the time of booking,
    and we’re talking about accepting payments next. So as a Segway into that, if you’re having trouble and you don’t currently have a payment processor,
    an online payment processor set up for your business, check out different online calendars because many of them can enable that.
    But going back just to the purpose of a counter block off times in your calendar where people can schedule with you where you always have open and you have them set aside for virtual medians.
    And then we’re going in now to that third step of being able to take online payments. This is absolutely essential,
    even if you are strictly a brick and mortar business and you don’t plan on offering scaled online service is for very long.
    It’s still highly recommend that you have an opportunity to take money online because, frankly, it’s a lot easier for people to pay you online in.
    So couple of those options can be pay power, obviously papal for business Stripe Square. And you can even accept payments through Venmo,
    which is actually owned by PayPal. If you didn’t know that, and then the fourth step is setting up an email marketing responder,
    we can’t go in depth about this in this particular show because this in itself is an entire business training.
    But I want you to know that you could actually go to our website over its sweet life podcast in Just search in the search for our email,
    marketing or email set up. And it will bring you to all of the podcast episodes I’ve already recorded teaching you how to get this set up.
    But the fourth step is to set up an email responder. This means as soon as somebody books with you two things happen.
    You get an automatic email saying, Hey, somebody’s on my calendar. I’m so excited and they receive either one or a series of e mails getting them ready for your appointment.
    This is important because it takes the work out of your hands. When you’re a busy business owner and it creates an amazing client experience,
    it shows them immediately the red on top of it and you can program these emails to go to them automatically.
    That says, Hey, this is how to get ready for our appointment. This is also a great place to reiterate the parameters of the appointment,
    the scope of the appointment and give them steps on how to get on your choice software platform and just really get them ready for their appointment.
    So that last step is making sure you’re setting up an email responder. Sometimes his emails responder can automatically be built into your only calendar.
    If he only calendar you have isn’t that way. Or if you’re choosing to book people a different way,
    even manually, you want to make sure that you’re creating email responders that already pre written pre programmed to save you time and to give your clients an amazing customer experience.
    Okay, in the last part, and all this will be in the show notes with a bunch of really cool bonuses from the software providers,
    many of whom we work with, but this last part is actually telling you the names of all the software’s.
    We’ve dropped a lot of names in here, and this is one of the problems. There are so many different software providers.
    Others there’s so many different ways that you can connect with people. Virtually. Finding your way is the most important thing,
    for I need a way that’s sustainable in the worst with your budget. So first things first. If you have very little budget,
    even know budget, maybe you have no money coming in your service business right now. As many of people in the world have fallen on tough times again,
    I know that we have listeners in over 150 countries to this podcast. So if that’s you just go with good old fashioned phone.
    You can even do face time on your phone. Or you can use Facebook’s App, which was called WhatsApp.
    We use what’s happened our company to connect with international clients when they want to jump on just a really quick business triage call without with us.
    It’s a really easy way to connect with people that doesn’t cost any money. So that’s recommendation number one for those.
    You guys really have no budget to come to the table with this. Or maybe you were just trying it out,
    and you want to see what the feedback is from your clients. The next option up would be Zoom.
    Zoom is an amazing platform that millions of people use across the world to connect. You can connect with people one on one or you can connect with people want on group in one of the tips I want to give you her on the show is Zoom has two different platforms there.
    Zoom meeting and then there zoom webinar for the sake of coaching people. One on one you on Lee need zoom meeting Zoom Webinar will talk about next week on the podcast for coaching groups of people or live streaming your videos into different social media platforms.
    But just for the sake of coaching people, one on one continuing to provide great service is to your clients or launching new virtual coach and service is just go with Zoom meeting other options,
    which were actually out long before Zoom ever emerged that are very reliable options as well. Our go to meeting and go to Webinar,
    which will talk about next week, but you can also use to suffer cold. Go to meeting, which provides very similar service to zoom in.
    Might not be so inundated right now with what’s happening with all the businesses that have turned to zoom. And then,
    of course, don’t forget good old face time. If you have a phone that’s enabled with face time,
    perhaps you don’t have your computer set up the way that you like to your home. Yet if you’re kind of in this limbo state with the economy and maybe being a little bit uprooted from your stationery office due to Corona virus,
    just use your phone and do a FaceTime call with your clients. Get a tripod out so you’re not constantly holding the phone in your hand,
    and so that can free you to actually open up desk space to work with your clients. Went on one.
    Okay, I hope you found this episode helpful again. This is for those of you guys that are ready to launch Virtual Coaching Service’s and specifically those of you who are ready to launch a virtual one on one coaching and consulting type service is next week we’re gonna talk about different types of virtual service is for providing them to more than one person at a time.
    On today’s show, we talked about the importance of setting up the parameters and how to actually set up the parameters in the scope of your service.
    How to get your customers ready for what they can receive from you and have them confidently walk into an online virtual relationship with you.
    We talked about the actual steps of how to set up your virtual service is and what you need to have in place in what order to make it happen.
    And we talked about very specific APS everything from Zoom to go to meeting toe wet sap. And of course,
    there are so many more. We talked about Slack and Boxer in every single one of those software has a different role,
    has a different job. It’s a different building block in your virtual online store, and so they all have different functions and so will summarize the functions for you again in our show notes.
    I will lay out for you exactly what software is to be used in what circumstances, so we’re taking all the s work away for you,
    and we just hope you find this show helpful again. All of the recommendations and the summary can be found by visiting Suite Life podcast dot com forward slash 1 68 And if you would like to join the workshop that I’ll be teaching walking you through step by step,
    how to do this? How does that you’re pricing? How to set the parameters of your offers and even coming up with your offers and how to get all your software in place.
    You are welcome to do so and receive $50 off by using the coupon code Podcast podcast all in caps in the link to join that workshop or the next upcoming live workshop will be found in the show Notes for this episode again,
    a sweet life podcast dot com for its lush 1 68 Or you can simply join my virtual workshop and use coupon code podcast by visiting suite life co dot com.
    Forward slash scale online. All right, you guys stay. Well, I’ll talk to you next week.
    That’s all folks!

    Episode 152: How To Plan Your 2020 Leading Offer – with April Beach

    SweetLife Entrepreneur Podcast April Beach

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    FREE LIVE WORKSHOP: How to Plan Your 2020 Lifestyle Business Calendar to Live Your Best Year Yet

    Episode Highlights:
    1. The importance of figuring out your zone of genius.
    2. Why you need to determine exactly how much money you want to make off your leading offer in 2020.
    3. What you need to keep in mind when outlining and creating your leading offer.
    Why This Episode Is Awesome:

    Do you know exactly what you’ll be selling next year and exactly how you’ll reach all your financial goals? No? Then you don’t want to miss this episode!

    Every entrepreneur needs a leading offer and, if you don’t have one yet, now is the time to finally change that.

    Nailing your leading offer can help you create a 2020 business plan that will finally allow you to have your dream freedom lifestyle.

    So, take a listen to learn about the three steps of planning your leading offer.

    How to Take Action:
      1. FREE LIVE WORKSHOP: How to Plan Your 2020 Lifestyle Business Calendar to Live Your Best Year Yet
      2. Go through the three steps mentioned in this episode to create your leading offer.
      3. Join me in my business mentorship and mastermind, SweetLife Launch.

    [Tweet “Do you know exactly what you’ll be selling next year and exactly how you’ll reach all your financial goals? No? Then you don’t want to miss this episode!”]

    Links Mentioned:

    SweetLife Entrepreneur Podcast | Episode 151: How To Plan Your 2020 Lifestyle Business Calendar, To Live Your Best Year Yet – with April Beach

    Offer Engineer™ Masterclass Waitlist

    April Beach on Instagram

    Episode 129: Burn The Picket Fence™ – Vlog: Behind The Scenes Of Our Lifestyle Entrepreneur Family

    Burn The Picket Fence SweetLife Entrepreneur Podcast April Beach

     

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Check out the trailer for Burn The Picket Fence™

    Episode Highlights:
    1. What Burn the Picket Fence™ means.
    2. Why it’s taken me so long to release this project.
    3. Five business strategies that are a must in order for my family to Burn the Picket Fence™.
    Why This Episode Is Awesome:

    This episode is unlike any of the episodes I’ve ever put out and it has been feeling completely uncomfortable.

    If you’ve been listening to the podcast for a while, you’ve heard mention my behind-the-scenes family vlog, Burn The Picket Fence™, several times.

    Historically, I’m not someone who cares what other people think about me, but this project has me feeling incredibly vulnerable. In fact, even recording this episode had my heart racing.

    Take to the listen to the episode to find out why I felt called to undertake this project, why I held back on releasing it for as long as I did, and the five strategies that will help you Burn The Picket Fence™.

    How to Take Action:
      1. Check out the trailer for Burn The Picket Fence™
      2. Subscribe to Burn The Picket Fence™ via the website or YouTube
      3. Join me in my business mentorship and mastermind, The Committed.

    [Tweet “Historically, I’m not someone who cares what other people think about me, but this project has me feeling incredibly vulnerable.”]

    Links Mentioned:

    The SweetLife Entrepreneur Podcast | Episode #101: Want to Travel with Your Kids? Follow Our Family Entrepreneur Yearly Planning Guide

    The SweetLife Entrepreneur Podcast | Episode #111: Simple Steps To Create The Systems You Need For Profit And Productivity – with Kate Erickson

    The SweetLife Entrepreneur Podcast | Episode #122: How To Choose An Online Business Model That’s Right For You

    The Ultimate Guide to Choosing the Online Business Model That’s Right for You

    April Beach on Instagram

    Episode 119: 3 Unknown Relationships That Will Grow Your Business

    SweetLife Entrepreneur Podcast April Beach

     

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Donate $100 To Join The SweetLife Project – Online Business Building Course (100% of Proceeds Given To NonProfits)

    Episode Highlights:
    1. The three key relationships you should have to make sure your business is growing in a healthy and profitable way.
    2. The negative impacts not having these three strong relationships will have on your business.
    3. How you can cultivate these three key relationships if you find they’re not as strong as they should be.
    Why This Episode Is Awesome:

    Even though entrepreneurship can feel lonely at times, it’s impossible to grow your business without relationships. That’s why this entire month has been devoted to various types of relationships and today’s episode is no different.

    Whether you’re still in the planning phases of your business or you’ve been at it a while, there are key relationships that are critical in today’s world if you want to grow your business and I couldn’t go through relationship month without breaking them down for you.

    How to Take Action:
      1. Donate $100 To Join The SweetLife Project – Online Business Building Course (100% of Proceeds Given To NonProfits).
      2. Evaluate your three key relationships and take the steps provided in the episode to improve any of the relationships that might be lacking.
      3. Join me in my business mentorship and mastermind, The Committed.

    [Tweet “Even though entrepreneurship can feel lonely at times, it’s impossible to grow your business without relationships.”]

    Links Mentioned:

    Burn the Picket Fence Release Date Notification List

    The SweetLife Entrepreneur Podcast | Episode 116: How Passion, Sex and Intimacy In Your Marriage, Can Lead To Business Success – with Cheryl Fraser, PhD

    The SweetLife Entrepreneur Podcast | Episode 117: Single Entrepreneurs Guide To Making More Money – with Andi Forness

    The SweetLife Entrepreneur Podcast | Episode 118: Community Is The New Currency – with Jennifer Kroiss

    45 Statistics on Millennial Spending Habits in 2019

    Consumers are more likely to spend money on companies that care, a new study finds

    1% for the Planet

    Laird Hamilton and Julian Borra’s Book | Liferider: Heart, Body, Soul, and Life Beyond the Ocean

    Episode 111: Simple Steps To Create The Systems You Need For Profit And Productivity – with Kate Erickson

    Kate Erickson SweetLife Entrepreneur Podcast April Beach

     

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Take a listen to Kate’s entire podcast season on creating systems for your business.

    Episode Highlights:
    1. Five simple, yet effective steps to create systems that build efficiency and profitability in your business.
    2. The three options you have for making the completion of a task more efficient.
    3. The importance of actually outlining the process for completing tasks.
    Why This Episode Is Awesome:

    Kate Erickson is a creator, engager, and implementer at Entrepreneurs On Fire, which is an award-winning podcast where John Lee Dumas interviews inspiring entrepreneurs every Monday and drops value bombs every Thursday. She is also the host of the podcast, Kate’s Take, and co-author of The Podcast Journal.

    Kate is passionate about helping entrepreneurs create freedom in their business and life through developing systems and processes that can help their business scale and grow.

    I’ve personally been learning from Kate for years and one of the things I love about her is her ability to break things down in a way that’s easy to understand and implement.

    If you’ve been trying to build a business but you don’t have the systems in place to gain traction, Kate’s simple strategies are sure to help.

    How to Take Action:
      1. Take a listen to Kate’s entire podcast season on creating systems for your business.
      2. Complete the five steps Kate listed in this episode and let me know on Instagram how they’ve helped you become more efficient and profitable.
      3. Join me in my business mentorship and mastermind, The Committed.

    [Tweet “If you’ve been trying to build a business but you don’t have the systems in place to gain traction, Kate’s simple strategies are sure to help.“]

    Links Mentioned:

    Entrepreneurs on Fire and Kate’s Take Podcasts

    The Podcast Journal

    Episode 108: Stop Consuming, Start Creating, and Mother Like a Boss – with Kendra Hennessy

    Kendra Hennessy SweetLife Entrepreneur Podcast April Beach

     

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Join me in my brand new business mentorship and mastermind, The Committed.

    Episode Highlights:
    1. The importance of setting boundaries for consumption time and creation time.
    2. The biggest problems that result from not setting proper boundaries.
    3. Kendra tips for setting boundaries in your work and life and how for sticking to them.
    Why This Episode Is Awesome:

    Kendra Hennessy is a mother of two, a home management expert, the Founder of Mother Like a Boss, and the Host of the Mother Like a Boss podcast.

    Kendra’s mission is to redefine homemaking in the 21st century and make the difficult and tedious parts of running a home smoother through systems, routines, and mindset shifts.

    In this episode, Kendra and I take a deep dive into the importance of having boundaries both at home and in your business. This is especially important when it comes to being specific about when you’re going to consume information and when you’re actually going to create things for your business because, as Kendra says …

    “If you’re in consumption mode, you can’t be in creative mode.”

    How to Take Action:
      1. Join me in my brand new business mentorship and mastermind, The Committed.
      2. Follow both @sweetlife_entrepreneur and @motherlikeaboss on Instagram to check out our live later this week!
      3. Say no to at least one thing this week.

    [Tweet “If you’re in consumption mode, you can’t be in creative mode.“]

    Links Mentioned:

    Kendra Hennessy’s Website

    Kendra Hennessy’s Mother Like a Boss Podcast

    Kendra Hennessy’s Blog

    Kendra Hennessy’s Courses

    Kendra Hennessy’s Free Vault

    Kendra Hennessy’s Community

    Episode 98: The Most Important Thing You Need To Understand About Your Business

     

    Sweetlife Entrepreneur Podcast April Beach

    Subscribe: iTunes | Google Podcasts | SpotifyAndroid Devices | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Take the self-assessment to find out which phase of the SweetLife Entrepreneur System™ you’re in

    Episode Highlights:
    1. An explanation of why my SweetLife Entrepreneur System™ roadmap is the most important thing for your business
    2. A breakdown of each of the five phases of the SweetLife Entrepreneur System™
    3. How to use the knowledge of what phase you’re in to help guide your business decisions and actions
    Why This Episode Is Awesome:

    The SweetLife Entrepreneur System™ is a roadmap consisting of five phases that will help you create your SweetLife Project™ (aka: your business life plan) and take your business from idea to impact.

    This is the most important strategy discussed on this podcast for your lifestyle freedom business.

    I use the SweetLife System™ when working with my private clients and now I’m sharing this system with you. By the end of this episode, you’ll have a better understanding of what phase you’re currently in and the knowledge to spring forward into the next one.

    How to Take Action:
    1. Take the self-assessment
    2. Get your copy of the SweetLife Entrepreneur System™ roadmap
    3. Declare your current SweetLife System phase on Instagram and tag me

    [Tweet “This is the most important strategy discussed on this podcast for your lifestyle freedom business.“]

    Links Mentioned:

    The SweetLife Entrepreneur System™ Self-Assessment

    The SweetLife Entrepreneur System™ Roadmap

    SweetLife Entrepreneur Podcast | Episode 01: Entrepreneur by Design

    SweetLife Entrepreneur Podcast | Episode 03: Your 8 Step Business Launch Plan

    Episode 87: Being Brave, Bold and Authentic to Connect with Your Tribe and Grow Your Online Business – with Amy Porterfield

     

    Amy Porterfield SweetLife Entrepreneur Podcast April Beach

    Subscribe: iTunes | Google Podcasts | Podcast Addict | iHeart Radio | TuneIn | Stitcher | Facebook Messenger
    Episode Tools:

    Check Out Amy’s Free Webinar: The Ultimate List Building Catch-Up Plan

    Episode Highlights:
    1. How Amy develops her own content and how she teaches others to create content to build their first online course.
    2. Amy’s advice on how long you should wait before creating your first online course.
    3. Why being vulnerable and transparent helps you connect with your tribe, and how Amy practices this in her own business.
    Why This Episode Is Awesome:

    Amy Porterfield has worked with mega-brands like Harley-Davidson motorcycles and peak performance coach, Tony Robbins; where she oversaw the content development team and collaborated on groundbreaking online marketing campaigns.

    Amy inspires over 250,000 online entrepreneurs through her bestselling marketing courses, thriving social media community, and popular podcast; Online Marketing Made Easy.

    Even though I’ve been creating online courses for a decade, it wasn’t until I connected with Amy two years ago that I finally streamlined my systems and lowered my “workload”.

    Whether you’re just starting to launch your first online course, or you’re a course creation veteran like me, you’re going to learning from Amy.

    How to Take Action:
    1. Check Out Amy’s Free Webinar: The Ultimate List Building Catch-Up Plan
    2. Take a listen to Amy’s Online Marketing Made Easy Podcast.
    3. Find out What Phase of the SweetLife Entrepreneur System You’re In

    [Tweet “Even though I’ve been creating online courses for a decade, it wasn’t until I connected with Amy two years ago that it all finally clicked.“]

    Links Mentioned:

    Amy Porterfield’s Website

    Online Marketing Made Easy | Episode #179: The Real Truth Why I Hate Video (Hint: It’s My Weight)

    The SweetLife Entrepreneur Podcast | Episode #65: Doing Things That Don’t Scale – with John Lee Dumas

    The SweetLife Entrepreneur Podcast on Instagram

    Episode 32: Reset & Refocus Entrepreneur Challenge

     Join the  Reset and Refocus Entrepreneur Challenge
    Listen to the Podcast Here:

    It’s Time to Reset and Refocus

    I took seven weeks off from my business this summer, to travel with my kids. Now that they’re heading back to school, it’s time to reset and refocus. I actually do a complete reset every August. It’s part of my #lifestylebusiness system.

    I’ve you’ve taken time off, or your business just isn’t where you thought it would be by this point in the year, I highly suggest you reset and refocus with me!

    … And that’s what we’re talking about on this week’s SweetLife episode!

    Why You Should Tune In?

    As an entrepreneur, you’re solely responsible for the growth and success of your business. It’s critical to make sure you’re in line with your goals and make adjustments when needed.

    I truly believe a successful entrepreneur never stops learning.

    Not only does that apply to new systems, platforms, and skills… This also applies to learning and assessing your own business status and growth needs.

    [Tweet “A successful entrepreneur never stops learning.”]

    What Can You Expect?

    I breakdown the five different core areas of resetting and refocusing and why they’re so important. You’ll learn about each and why they all affect your overall business goals.

    Join my upcoming Reset and Refocus Entrepreneur Challenge

    Reset and Refocus Download Button

    subscribe on itunes51iny-KaNzL


    Resources Mentioned:

     

    Reset & Refocus Entrepreneur Challenge

    Funnel Cure Masterclass

    SweetLife Entrepreneur Podcast | Episode 28: Discover the Power of a Digital Detox

     

    LOVE IT? Please leave us an iTunes review. Here’s how! 

    Episode 31: How to Hire Your First VA with Trivinia Barber

     Listen to the Podcast Here:

    When Should You Hire Your First VA?

    In this special episode, it’s my honor to have Trivinia Barber on the show. Trivinia is the Founder and CEO of Priority VA and someone I’ve known for a while now. She’s a walking entrepreneur-resource and always delivers value and whit.

    Today, she’s providing some excellent insights into hiring your first VA!

    Why is this important for your business?

    New entrepreneurs have juggle it all … customer service, content creation, website development, social media management, marketing, etc, etc But the truth is, you shouldn’t do everything solo for too long.

    “How do I outsource?”  is a question I get from my clients all the time. So if you’re launching your business or growing your online programs, I’m guessing you’re asking the same thing!

    Learning how to outsource certain aspects of your business can sometimes be the difference between success and failure. At the very least, not outsourcing some aspects of your business will lead to much slower growth.

    What can you expect in this Episode? 

    Trivinia provides trusted advice for when you should hire your first VA, what to outsource to them, and how to work with them successfully. You won’t want to miss this.

    And don’t forget to check out Trivinia’s free gift for you, The Top 5 Ways a VA Can Increase Your Revenue!

    [Tweet “Learning how to outsource certain aspects of your business can sometimes be the difference between success and failure.”]

    Serious about growing your business? Get the podcast to your inbox every Monday – Sign up here. 

    subscribe on itunes51iny-KaNzL


    Resources Mentioned:

    Priority VA

    The Top 5 Ways a VA Can Increase Your Revenue

    Upwork

    Fiverr

    99designs

    Fancy Hands

    Giftagram

    SweetLife Entrepreneur Podcast | Episode 04: The SweetLife Entrepreneur System

    SweetLife Entrepreneur Podcast | Episode 06: Create & Dominate Your Block Calendar

     

    LOVE IT? Please leave us an iTunes review. Here’s how! 

    Episode 25: 5 Steps to Prepare Your Business for Vacation

     Listen to the Podcast Here:

    Taking a Summer Vacation?

    This can feel scary when you have a new business. Luckily, your SweetLife Podcast is here today tips on how to prepare your business for vacation.

    Why Is This an Important Episode for You?

    Small business owners, coaches, entrepreneurs, and solopreneurs all work very hard for clients. YOU work very hard for your clients. You give and give – and often don’t stop giving until you wear ourself out.

    Taking a vacation from your business is oftentimes the best thing you can do for your clients. Sound counterproductive?

    Not exactly…

    A vacation allows you to rest your mind and recharge your soul; which means you go back to your clients with a renewed sense of energy and drive.

    Listen in and see why –

    What can you expect? 

    In today’s episode, I’ll be providing five tips to help you prepare your business for vacation so you can actually relax, have fun, spend quality time with your family/friends, and trust that your clients will be there waiting for you when you get back.

    [Tweet “Taking a vacation from your business is oftentimes the best thing you can do for your clients.”]

    Thank you for sharing this with your friends! I really appreciate it! 

    subscribe on itunes51iny-KaNzL

     


    Join me in my private FB community where I host weekly LIVE business chat sessions.


    Resources Mentioned:

    SweetLife Entrepreneur Podcast | Episode 00: Lifestyle Entrepreneur Manifesto

    LOVE IT? Please leave us an iTunes review. Here’s how! 

    Episode 17: Anatomy of a Sales Funnel

     

    Listen to the Podcast Here:

    What this episode delivers:

    Last week, we talked about sales funnels and why they’re so important for your business. In this week’s episode, I’m breaking down basic sales funnel anatomy and function.

    Why is this important for your business?

    Having a sales funnel is important for several reasons. Not only does it bring in more leads but it also pre-qualifies your clients before they even get to you. A good sales funnel walks your most qualified clients right to your highest level of service. This frees up more of your time to focus on building your business, instead of working in it.

    What can you expect? 

    This training for new online service entrepreneurs and will help you gain greater insight to create your first sales funnel.

    After listening to this episode and downloading the guide, you’ll have a better understanding of how to build your first sales funnel.

    [Tweet “A good sales funnel walks your most qualified clients right to your highest level of service.”]

    Ready for more? Join The Funnel Cure Masterclass waiting list here.

    WP Button (2)


    CLICK SUBSCRIBE on your favorite Podcast Player below to be sure you don’t miss any episodes. 

    subscribe on itunes51iny-KaNzL

     


    Join me in my private FB community where I host weekly LIVE business chat sessions.


    Resources Mentioned:

    The Funnel Cure, Masterclass for Rising Entrepreneurs

    SweetLife Entrepreneur Podcast | Episode 13: Online Business Foundations – How To Start Growing Your Email List

    SweetLife Entrepreneur Podcast | Episode 16: Is Your Business Missing a Funnel Cure?

    How to Architect the Perfect Conversion Funnel for Your Business

     

    LOVE IT? Please leave us an iTunes review. Here’s how! 

    Episode 14: Online Business Foundations – The Power of Email Automation

     

    This is part three of a special mini-series called “Online Business Foundations”. This series will help you learn the most powerful first steps to build your online business and virtual consulting practice.

    If you plan to coach from afar, deliver digital products or online courses… listen up!  

    Listen to the Podcast Here:

    What we’re talking about today:

    In episode 12, I explained why an email list is so important and in episode 13, I explained how to grow your list using lead magnets or free gifts. Today, we’re taking it a step further by utilizing the power of email automation after someone has signed up for your free gift or another initial offer.

    What can you expect from this training?

    I’m going to explain exactly what email automation is, why it’s so important, and provide you with some examples of the types of emails you can automate.

    If you need a little more guidance, download the “Email Automation Help Sheet” I created for you!

    Why is this important for your business?

    Automating certain aspects of your business is a sign that, not only are you serious about your business, but you’re serious about your time and your relationship with your clients.

    Automation is the first step in making sure your business isn’t your life, by freeing up the time to work on your business instead of working in it.

    [Tweet “Automation is the first step in making sure your business isn’t your life, by freeing up the time to work on your business instead of working in it.”]

     


    CLICK SUBSCRIBE on your favorite Podcast Player below to be sure you don’t miss any episodes. 

    subscribe on itunes51iny-KaNzL

     


    Join me in my private FB community where I host weekly LIVE business chat sessions!


    Resources Mentioned:

    SweetLife Entrepreneur Podcast | Episode 04: The SweetLife Entrepreneur System

    SweetLife Entrepreneur Podcast | Episode 12: Online Business Foundations – What Is A List & Why Do You Need One?

    SweetLife Entrepreneur Podcast | Episode 13: Online Business Foundations – How To Start Growing Your Email List

    Automate Your Online Business Article

     

    LOVE IT? Please leave us an iTunes review. Here’s how! 

    Episode 08: Part 2 -The Surefire Way to Returning Clients & Raving Fans

     

    Get the Goods & Listen to the Podcast Now!

    Grab your Sure Fire Clients Worksheet here

    What we’re talking about today:

    In today’s episode, I am picking up where I left off last week by discussing another key factor in turning your clients into raving fans who’ll come back to you time and time again. Yay! Love them!

    What can you expect from this training?

    I’m explaining why going above and beyond through creating an experience that’s personal for your clients, will make them love you and help you stand out among your competition!

    On top of the tips in this Episode, I’ve got you covered by providing the Sure Fire Clients Worksheetthought provoking questions to ask yourself about your clients, and examples to make their experience awesome!

    Why is this important for your business?

    Making the experience personal for your clients is how you build a relationship that makes them excited to work with you and eager to continue down your sales funnel. Experiences build relationships, and relationships build trust… When they trust you, they’ll buy from you.

    Plain and simple.

    [Tweet “Experiences build relationships, and relationships build trust… When they trust you, they’ll buy from you.”]

    WP Button (3)

    CLICK SUBSCRIBE on your favorite Podcast Player below to be sure you don’t miss any episodes.

    subscribe on itunes51iny-KaNzL

     


    I can’t wait to meet you!

    Join me in my private FB community where I host weekly LIVE business chat sessions!


    Resources Mentioned:

    SweetLife Entrepreneur Podcast | Episode 04: The SweetLife Entrepreneur System

    SweetLife Entrepreneur Podcast | Episode 07: Part 1: The Surefire Way to Returning Clients & Raving Fans

    LOVE IT? Please leave us an iTunes review. Here’s how!

    Episode 07: Part 1 – The Surefire Way to Returning Clients & Raving Fans

     

    Wouldn’t it be nice to have clients who hire you again and again because they love you so much?

    I get it! It feels good to be loved! Especially by people who want to hire and pay you!

    Being loved is part of building a following, a business and a brand. It’s about being true to yourself as a professional and to your clients in their needs.

    Here’s how it works…

    Listen to the Podcast Now:

    [Tweet “Being loved is part of building a following, a business and a brand. It’s about being true to yourself as a professional and to your clients in their needs.”]

    What we’re talking about today:

    The goal of today’s episode is to begin discussing how you can turn your clients into raving fans who’ll come back to you time and time again.

    You’re going to do this by creating predictable results for your clients but, don’t worry, I explain what predictable results are and provide a three-step process for creating the service systems that will allow you to achieve those results.

    What can you expect from this training?

    After listening to this episode, you’ll have simple, easy to implement, strategies you can use to create service systems that will deliver predictable results for your clients.

    Why is this important for your business?

    Having these service systems in place will ensure you’re not delivering services outside your original scope of work without being compensated for them. They’ll also give you the clarity and confidence to know you can handle any situation that might arise.

    Download the Guide to Create Your Simple Client Systems! 

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    Have more questions? Join me in the SweetLife Community where I host weekly LIVE business chat sessions!


    Resources Mentioned:

    SweetLife Entrepreneur Podcast | Episode 00: Lifestyle Entrepreneur Manifesto

    SweetLife Entrepreneur Podcast | Episode 04: The SweetLife Entrepreneur System

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