Episode 236: 3 Types Of Content Companies Line Up To License – 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:

Free Webinar: How to License Your Content to Scale Your Business and Increase Profit

Who This Episode is Great For:

This is a great show for entrepreneurs who have an established method, framework or process and are ready to scale exponentially.

Summary:

People don’t talk about licensing. In fact, it’s a secret weapon that most companies don’t tap in to. However, licensing when done properly can be the catalyst to higher profit than you ever dreamed possible. And there’s no catch! In fact, the business model of licensing your content, course, or program is quite simple. This week we’re continuing our conversation about from episode #235 and talking about the types of content companies line up to license.
I’m also sharing behind the scenes details of how I’ve licensed my content, methods, frameworks and processes for over a decade. And you can too! 

At the end of this episode you will:

  1. Know what makes your content valuable enough to be licensed
  2. Know how to license what you already have and not re-create the wheel
  3. Know how to decide if licensing is right for you

Resources Mentioned:


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

Episode 235: How To License Your Course, Content, or Program – with April Beach

SweetLife Entrepreneurs 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:

Free Webinar: How to License Your Content to Scale Your Business and Increase Profit

Who This Episode is Great For:

This is a great show for established entrepreneurs who are interested in learning how to scale your business exponentially through licensing your content, course or program.

Summary:

If you’re an established entrepreneur with proven programs, courses, or content, and you’re looking to grow exponentially, then this episode is for you. By creating content to license you can demonstrate thought leadership in your space, increase credibility across your audience, expand your business to B2B or create a dual business model. 
 
This an intro to licensing for entrepreneurs who want to know how content licensing works, those who want to demonstrate thought leadership in your space through Licensing, those interested in transitioning from B2C to B2B in some capacity. This show will give you a good foundation and knowledge base to consider your options. 

At the end of this episode you will:

  1. Know what licensing is and how to make money doing it
  2. Know the business model of licensing and if it’s right for you
  3. Know the prerequisites to license your content

Resources Mentioned:


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, April Beach, and welcome to episode number 235. This one is really juicy. It is jam packed with the secrets to how I grew my first business consulting firm to over seven figures. So I’m super excited to share this with you and all of the resources that we have here available for you on the show can be found by visiting Sweetlife co.com.

And this is episode number 235. Welcome to the suite life entrepreneur and business podcast. If you’re new, my name is April beach. I am the host here of this show. I am a business consultant and strategists that works with entrepreneurs and experts to design, launch, and scale. Your business in today’s episode is literally a secret weapon. If you are listening to this,

if you’re a regular subscriber or you just happened to land here, this is something that nobody’s talking about, and I’m so excited to share it with you on today’s show, we’re talking about how to license your content to scale your business and increase profit. And this particular episode is a best for you. It’s most appropriate for you. If you are in phases three,

four or five of my entrepreneur roadmap, what that means is that you have to be in a specific phase to be ready for this level of business scalability and this level of growth. And so if you’re in phases three, four or five, this is a great episode for you to listen to. If you don’t know what phase of business design growth scale and impact you are in,

please take a second pause here and cruise over to Sweetlife co.com forward slash quiz. And you can take a really short quiz and I’ll tell you exactly where you are in your business and what you should be working on right now. You can also text the word quiz to the number 8 0 5 2 5 4 0 8 8 0. Okay. So here’s what we have in today’s show. It’s really great for those of you guys who are established entrepreneurs,

and you’re interested in learning how to scale your business exponentially through licensing your content course or program. If you have a proven program course or content, and you are looking to see even the greater impact that you can make, you’re trying to find even more ways to make more money into create the impact that you know, that your program can, then this episode is for you.

And so at the end of this episode, you are going to know what licensing is and how to make money doing it. You are going to know the business model of licensing and be able to have insight on whether or not this is even right for you. And you’re going to know the prerequisites that you need to have in place in order to license your content.

And there is a super special bonus with today’s episode. If you want to know more about this, you do not want to miss this bonus. I am giving you a completely free one hour licensing your content quick start video training, and you really don’t want to miss it. It’s one hour training on the quick start guide of how to prepare and license your content.

And you can find that totally free by visiting licensed to scale.com. It’s the word license, the number two, and then the word scale.com. And I’ll make sure that that is in the show notes for you. So that’s another resource for you to grab here at love, giving you guys awesome, very highly valuable stuff here for free that other businesses charge you thousands for.

So definitely go grab that. Okay, let’s go ahead and dive into today’s episode. This is episode number 235. And so all the show notes can be found by visiting Sweetlife co.com. Number 2 35 under podcast<inaudible>. So let’s start out by answering the question. What is licensing licensing is creating content for other companies to use. Think of it as renting your content,

renting your course, renting your program. So it’s creating content for other companies to use and they rent it from you and it’s called licensing so that they can grow faster or so that they can make more money or so that they can provide better services or training or support for their people, whoever their people happen to be. And now let me read you the legal definition of licensing,

but just so you know, I wanted to make sure I gave you the April entrepreneur, regular person’s definition of it too. So the legal definition of licensing is content licensing is a legal agreement between two parties known as a licensee and a license or licensees can purchase the rights to re-publish content from a license or licensing is extremely versatile and allows her brands to repackage content in a variety of forms across desktop and mobile platforms.

And that official definition came from news cred. So let’s go ahead and dive in a little bit more. You have a program where you have a course and you want to make more money. You want to go from what I call in our business, where we take our clients from scale to amplify, there is a difference between scaling your business and amplifying your business in this.

My friends is how you do it. So the benefits of licensing are really important to think about as you’re considering whether or not you want to license your program to other companies. Here are some of the benefits that you can flow through your mind. As I’m saying these to you and really hold each one up and see if it fits you right. The first one is,

if you want to demonstrate thought leadership in your space, if you want to become a thought leader in your particular niche, your particular area of expertise, then licensing is a benefit in that area. Number two, licensing increases credibility across your own audience. So even though you’re creating content, that’s used by other companies, when your audience knows that other companies are buying your content,

all of a sudden, they are really confident in your ability to get them direct results. Number three, licensing enables for what I call exponential scalability. So let’s talk about scale for a second scale. In most cases, as we talk about here on the podcast in most entrepreneurs and online businesses are familiar with it. In that case, we’re talking about taking a one-on-one service or a one-on-one program and turning it into one on group or creating different business models so that you can reach more people and increase your profit.

Usually in the same amount of time, scaling is a precursor to licensing licensing is where you still create that one piece of content, and then you’ve tested it in the scale capacity. And now you are willing to rent it or allow other companies to borrow it from you called licensing it for them to distribute. So we have gone from scaling you to literally exploding so fast,

your reach with your content through licensing. And then another benefit of licensing is for those of you, if you’re listening to this and you want to figure out how to go from B to C, so you have a consulting firm or a coaching firm, or you’re a speaker, an author, and you are used to serving one particular client that gets direct results from you.

And you want to transition. You want to start coaching other businesses. Licensing is also a really great benefit for you. So there are multiple benefits to licensing your content, if any of those fit into what aligns with your strategic objectives for your life in your brand. So really the question that we need to dive into here before I share anything else is,

is licensing right for you, but not only that are ready to license. I have so many people, literally we have a waiting list of entrepreneurs who really want to learn how to license their materials, but they aren’t ready yet. So let’s talk about what is the prerequisite for being able to join my masterclass called license to scale, to learn how to do this.

The prerequisite is that you have to have a proven course or program or content. That’s gotten people transformational results in the past. Okay? So this means if you have never created a course before, or if you do not have a membership community with curriculum, if you have not developed transformational curriculum or a transformational program, and you have not tested that you are not ready for licensing.

And so at this point in time, if that is you, of course, you’re welcome to sit here and hang out with me for the rest of this episode, but I would put it on pause because we have a program to teach you how to do that. It’s you can find that program by visiting signature offer.com. And so the process we take companies through is first we help businesses launch.

And then the second phase is scale where entrepreneurs join our transformational program, design masterclass. Again, you can find that@signatureoffer.com at this is where you are, and then you can go onto licensing your material. So the prerequisite is you have to have a proven program course or content. That’s gotten people results in the past. If you don’t have that, you’re not quite ready for that yet.

And that’s okay. This is a very Coopa. So to know what is the potential for you is in the future. So I’m going to give you guys a peek behind the scenes. I’m pulling back the curtains, and I’m going to share with you two case studies out of five different case days in which I have licensed my content for over 12 years,

because I want you to get your wheels spinning about what you have or what you can do with your business, all five case studies, and they’re all different. All five case studies are available by going to license to scale.com and joining that licensing 1 0 1 webinar. But I’m just for the sake of time and to get your wheels spinning, I’m going to share with you two here.

Okay. So the first case study I want to share is the fact that I had a collection of courses, a collection of online courses back in 2009, I’ve been doing all my courses before. They’re even a thing. If you listen to the show, you know that right? So I had a collection of eight full online courses, and there were eight different courses that were as for a very specific niche audience.

And they were totaled 198 slides, 13 hours of recorded classes. And they came with teacher guides and supplemental worksheets and even project plans. I licensed that collection of courses, and I have licensed these collection of eight courses that is currently still to this day, licensed in over 13 countries to other businesses. They included business coaching videos, swipe files, and we licensed it in different formats so that the business could use it.

And even co-branded. So that is case study number one. So I had a collection of courses that served a specific audience and people line up, people literally joined my waiting lists to license my courses. I only release them once a year in the month of November. And they join a waiting list to license my courses once a year. And I have been doing that since that beginning of 2009.

And so that’s one way. So if you have a collection, of course, it’s not just one course. Think about all of the material you have created all of the mini videos, all the things that you’ve done, that we can package together into a complete package. And I promise you when it’s done correctly, they will line up to license that from you.

And so I’ve done this for years and I’m still doing this today. So that’s case study number one and then case study number two is that I have a full coaching program that includes the courses, but it also includes consulting for corporations and content that that corporation can distribute to all of their people in this case, it’s a corporate program. And so they want to take my content and my courses and use my consulting.

And that’s another case study. And I first started doing this back in 2010. So these are two case studies. And again, I have five, some smaller ones for those of you guys that are just getting started and you can see all five by going to the license to scale.com and you can join that information webinar. So hopefully that gets your wheels spinning a little bit about what you already have.

We want to dive into your assets, dive into your method, dive into your process and what you’ve already created, and then have a conversation about who can this really benefit. So it’ll benefit your business and it’ll benefit their corporation and their company as well. The next thing I want to kind of transition here, because I know that for many of you,

this is a new conversation. This is a new topic is sharing with you that there are three primary ways to license your content. And each one of these ways is going to equal the branding in the future goals for you that you have for your company. So the first way you can license your content is straight as it is with your branding, your logo all over it.

So that would be somebody borrows or quote unquote licenses, rents your course, or your class. And they plug it into their LMS. They plug it into their system or wherever they’re distributing it, but it’s your logo all over it. That’s way. Number one way. Number two is co-branded where you allow your them to add their name and logo to it.

It could be co presented by co-branded by, and that’s a really great way for you to retain the ownership and the authority of that content, but also to really help your licensee level up as well. And then the third way you can license your content is completely white. Labeled white labeled is where nobody even knows it’s yours. Some operations expect that to happen.

So some companies will only license your content. If it’s completely white labeled some companies only want to license your content if it’s co-branded. And so every single one of the licensees has their own goals for licensing your content. Now let’s talk about for a second. What is really actually good for you? Those three levels. Number one straight as is, is your trademark number two co-branded or number three white labeled.

They follow the flow of the value, which means that someone will pay you less to take it straight as your own, a little bit more to co-brand it, and a little bit more to white label it, or in some cases there’s significantly more amount of money to let white label content, but let’s ask the really important question here is that right for you?

Is it right for you to have no stake? And for nobody to know that that was your genius and out of it, all the companies and all the entrepreneurs that I coach to license their courses and their content, very, very few of them go with the white label. Even though the end user, the licensee will pay all the tea in China,

is that really worth it to not get recognition or your brand. And so those are some things that I just want you to be thinking about. I know this isn’t yeah. Intro to licensing conversation. So I wanted to make sure that you knew about those three primary ways to license your content. So as you’re going through, as you’re thinking about what you have,

or that you can license, you’re also thinking about in what capacity that that could work best for you and what you want your branch to be 2, 6, 10 years down the road. And then the last question I want to answer for you today is who licenses your content? Who should you license it to? This is a very common question. I answer this in clubhouse rooms all the time.

And I get emails very often, especially when we’re leading up to opening up my license to scale masterclass. And people are saying, well, who, who wants this? Who do I sell it to? So let me give you two very clear examples of who should you license your light, your content to the first one is other companies who are not in direct competition with you,

but they serve the same audience and they want to look better or expand their reach, grow their list, increase their sales and save time. This second opportunity for an audience for you are companies that are exactly like yours, but they’re missing something they need. And they want your expert content. They want turnkey offers. So they want to be able to take your course and just plug it in to their system and sell it right away.

And they want to have faster instant results. So you can license your content to a company whose audience needs it. But the company is not in direct competition with you, or you can license your content to a company that is just like yours, but perhaps they don’t have as great of content as you do. Perhaps they need some more content to level up where they already have to shore up their offering and they need your help to do that.

So those are two general examples of audiences who you could consider licensing your content to. So today we’re talking about how to license your content to scale your business and increase profit. And I talked about a lot of things. We talked about, what is licensing? We talked about the benefits of licensing. We discussed whether or not you’re ready to license. I gave you two of five different case studies of when I have licensed my content and hopefully in doing so,

your wheels are spinning and you’re thinking about what you already have, that you can license or how you can package together content, courses, programs, your framework, your methodology, to license, to other people. We also talked about three primary ways to license your content. And we talked about who should you license your content to? So we discussed a lot,

but I’ll be really honest. This isn’t even the tip of the iceberg. I have so much more to share with you. So if you are interested in licensing your content or learning more about licensing your content, I highly recommend you join the licensing 1 0 1 training, and it’s totally free where I’m also going to give you a quick start guide to learn how to get your content licensed faster,

and to determine if it’s right for you. And you can grab that anytime by visiting license and then the number two, and then the word scale, S C a L e.com. Or of course, all of the show notes will be found in the episode show notes. This is episode number 235, and you can visit us@sweetlifeco.com click on the podcast. And this is number 235.

And just so you know, this is part one of a two part podcast episode I’m doing for you next week in episode number 236, I’m going to tell you the four types of content that companies line up to license. They will literally line up Fletcher list begging for you to license your content to them. And there’s four kinds of content that companies line up to license.

We’re talking about that next week on the show, that’s going to be episode number 236. So thank you so much for joining me. I am very excited to share this. This has been my secret weapon. Many of you might not know. I own two different business consulting firms. And this is how my first, very first business consulting firm really broke through that glass ceiling.

And I’m so excited to share this with you. It’s been kind of a secret. I’ve been holding in my pocket for quite a few years, and I’ve had the privilege of working with so many businesses one-on-one to do this, but we do have our license to scale masterclass, visit licensed to scale.com. If you are ready to take the steps and license your content to hit that amplify level in your business,

all right, you guys have an amazing night happy July, 2021. When I’m recording this, I hope you’re doing something super fun that you love that really fills you up. I’ll talk to you on another episode soon.

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 229: Creating Your Strategic Financial Roadmap For Your Business – with April Beach and Arnesha Bobo

Arnesha Bobo SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Check out CFO for Women’s Small Business Resources

Who This Episode is Great For:

This is a great show for small business owners who are looking to scale but they’re missing the strategic foundational plan. 

Summary:

When it comes to entrepreneurship, people just start working. But, sooner or later when the time comes to scale, 60% of businesses realize they are missing a strategic financial plan and the foundations needed to move forward. Today’s guest expert Arnesha Bobo, Founder of CFOForWomen.com breaks down her Smart Financial Roadmap and the first 3 steps to building your strategic plan in detail. 
 
If you don’t know your numbers, don’t know how to analyze KPIs and you want your business to grow,  this is an ideal business coaching episode to get your foundation in place.  You’ll be surprised that the first steps actually have nothing to do with your numbers at all. 

At the end of this episode you will:

  1. Have 3 clear steps to start creating a clear financial plan
  2. Understand how vision and core values must be part of your financial plan
  3. Be aware of the 4 numbers you should know every month in your company

Resources Mentioned:

 


SweetLife Podcast™ Love:

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

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 This week on episode number 229 of the suite life entrepreneur podcast. We are talking with Arnesha Bobo about how to create strategic financial plan for your business. Now, this episode is incredibly important because she actually says it’s 60% of businesses come to her.

 

Who’ve already been in business for an extended period of time and never have a strategic financial plan. So in this episode, Arnesha breaks down everything that you need to know, and the first three steps to create your strategic financial plan. So the reality is as entrepreneurs, we just kind of get in there and start doing the work, doing the business,

 

selling the service and miss a lot of foundational steps. But when it’s time to scale your business, or when it’s time to get funding, when it’s time to apply to be a member of, of some sort of a, a board or an organization, people are going to want to see your numbers and you need to see your numbers in order to continue to be profitable.

 

And then this is the episode where we dive in and help you really start building that out. And so that, you know, the process that you get to go through in order to fully take control of your numbers and your business. So let me give you an indication here of who this amazing woman is. First of all, yes, I met her on clubhouse.

 

I know don’t laugh at me. We are going to be going live in clubhouse on Wednesday that this show airs again. This is episode number 229, and that is going to be Wednesday, June 2nd, 2021, 12 o’clock Eastern time. Join us in clubhouse because what we’re talking about here, I understand that you might have some questions. So it’s really important that we are then taking this from just a podcast,

 

this one way conversation and giving you an opportunity to really workshop with our Neesha, to get your questions answered. And so Wednesday, June 2nd, join us at 12 o’clock Eastern. Let me give you an idea of who this amazing woman is. She tells her story. So I’m going to summarize this here, but our niche as a small business CFO in strategic planner,

 

she works with women, led organizations who are ready to gain visibility in their finances and build a smart growth strategy together with her clients. She focuses on three key areas, capital structure, profitability, and growth planning. She is absolutely amazing. I know that you’re going to love her. And I’m so excited to invite you to tune into this episode. Again,

 

as we always say, all the show notes can be found by going to Sweetlife co.com. This is episode number 229. So all these links, everything that we’re talking about here are going to be waiting for you on tap. And if you’re a new listener to the Sweetlife entrepreneur podcast, thank you so much for coming. I’m April beach, founder of the suite life company.

 

And I am absolutely stoked to have an opportunity to welcome you on this show. This show we’ve been named top 50 moms in podcast, but the show isn’t just for moms, all of you are welcome here. And we deliver a business strategies and trainings that other coaches charge thousands for. As a matter of fact, this podcast is part of one of the giving missions of our company.

 

And we’re pouring into you week after week for four and a half years straight so that you know that you can take the business trainings and strategies that you hear here, here on here, here, here, here on this show, and truly implement them and take them to the bank. So thank you so much for tuning in. Thank you for being a subscriber of this show.

 

And I appreciate you so very much. Now let’s go ahead and dive into today’s episode. All right, friends. We are joined by my new clubhouse friend. Yes. I know another new amazing club friend that I have met. And so grateful for clubhouse are Nisha Bobo. And she is here because of the fact that she has been in clubhouse rooms with me,

 

literally drilling down on what women need to know about their money. She is absolutely amazing. She’s a CFO for women. I can’t wait for you to meet her. And today on the show, we’re talking about creating a strategic financial roadmap for your business. And our Nisha is going to walk you through the steps in order to do that. So, or Nisha,

 

thank you so much for coming to the show. Thank you for spending time with me here and all the time that we’ve spent together on clubhouse. And tell us a little bit about you and what you do. Yes, absolutely. I help women become better leaders in their business by improving their decision-making women are the fastest growing demographic of business owner. Yet they are the least paid.

 

They’re not growing in other industries. And most importantly, they’re not getting access to funding that they need to help either grow their business or expand in other markets. So I help women. We’re all things, money with all things, money. I love that. Okay. So reminds me. I was actually in a meeting a week ago with an author of a book it’s about the new entrepreneurship and he was talking about women and minorities and immigrants as well coming in,

 

and that they don’t have funding, but this gentleman who funds a lot of regular business was saying, they’re looking at ways to create new programs to do that. So just decide now, but it was very interesting to hear and just triggered me to say that because I do think that the funding hopefully is coming around, but like what we’re going to talk about today,

 

there’s a lot of things that every business owner needs to do to get their ducks in a row before anybody will even pay attention to fund them. And those are the things you’re going to share with us today, but tell us a little bit about you and you know, really how you got into this, why you started your company and your, your journey about getting yes,

 

absolutely. I have a 14 year corporate accounting career. So I’ve worked with very large companies. I’ve managed multi-billion dollar portfolios. And when I first started my company, I was at a nine to five or so I was a part-time entrepreneur, like many businesses starting out. So I would, you know, work my full time job, my nine to five.

 

And then I would go home and work on my business, five to nine, how I became a consultant. I actually work with the procurement department for some corporations. And if you are familiar with the procurement department, that’s the department you go through as a business owner to get corporate contracts. So you have to go through a procurement process, you have to register your company with them.

 

You have to submit financial information, you have to apply. And then you start bidding on different contracts that they have. So you can do this at a corporate level, government level, city, state, and federal, but I was at the corporate level and I noticed a lot of businesses did not qualify to do business with these corporations because their business head,

 

no proper foundation. So they were not set up correctly. They didn’t have access to financial information because they only met with their tax accountant once a year. So I found myself a lot of days working with business owners to set their foundation up just so they could do business with that corporation. I am not a gatekeeper. If there’s an opportunity for me to help you come on and come on,

 

but I want to make sure that everything is done correctly. So that’s how I started my business is helping other small businesses get into these corporations to do business with them. And then it started to grow from there. I later joined a national organization for women. It’s called<inaudible> the national association of women business owners. And I joined to become a better business owner because I had that corporate mindset and everything was structured,

 

but I wanted to learn how to be a business owner. So I joined this organization, you know, attended some events, was able to do a couple of reasons, patients or answer questions that event. And I caught the eye of the president at no idea that she had watched me or she, you know, I was on her radar. Well,

 

she asked me to join the board. And as I actually, yeah, I joined the board as a financial secretary. So I was responsible for doing all of the financial reporting for the organization at our chapter level. And I started working with a lot of female owned businesses. So that’s how I, you know, that’s why my core are women because I was able to help them birth.

 

And I’m a woman. I love women. I love to see women win mommies, aunties, everybody. I want all women to win because I coming from corporate America and just seeing the huge disparities between men and women, the earnings, all of that, I was like, oh no, any opportunity I can help women. I’m going to do that.

 

So that’s how I kind of got started. And I actually left the organization because relocated to Atlanta. So I’m in Atlanta, Georgia, the home of entrepreneurship. And I actually joined another business organization. It’s called the Atlanta black chambers. It’s a chamber dedicated to helping black businesses grow coffee. I have the executive director of course started. So, you know,

 

do a lot of great, amazing things. Patients with the chamber got into leadership. So I chaired a couple of committees. I co-chaired another counting the financial services committee at one event. One of my chamber members actually invited me to speak at an event because she was a program manager for a city accelerator. And I was able to get a contract with the city.

 

So I got my first contract sole source. I didn’t have to go through a bidding process. And that’s one of the longest standing contracts that I have. So now I teach a financial consulting to new and small businesses here. Wow. That is an amazing story. I mean, your story is just amazing. There’s so many things that people can take away from that story alone.

 

And I think that like, it is remarkable. You are clearly very good at what you do, but I love the part of it where you just did it and people recognized it because you did the work and people recognize you for just like being true, doing your skill, doing the work and connecting important into others. Yes. Thank you. If I was building a personal brand and didn’t know that I was building a personal brand.

 

Yeah. You had no idea. That is so amazing. That is so cool. Congratulations to you. And I hope our listeners are like, okay, like I can do this. Like there, isn’t always some big, huge, hidden strategy behind it. It’s just leading with what you know, doing good work and pouring into people and you get recognized and you get elevated.

 

You get brought up. Yes. We could just end the podcast. This is today’s lesson, boys and girls. Oh my gosh. Okay. So you currently teach businesses on a regular basis. How to get their financial Jackson row, how to get their foundation in place. You do it on clubhouse all the time. If you guys are not following our Nishawn clubhouse,

 

please make sure you do that. Is it our Nisha Bobo? Yes. We’ll make sure that’s in the show notes for you guys as well. Plus of course our Nisha is going to be going live with us in our suite life podcast, clubhouse room though, week this show drops and you get to connect with her even more directly and bring your business questions.

 

So that’s just a side note, those of our listeners that know that, and can’t wait to have this conversation in a live setting. So you can get a chance to really workshop with our listeners too. So what we’re talking about today is really creating a roadmap for your business. And you have a method, you have a way that you bring businesses through this and it’s so important.

 

And when you explained it to me, kind of behind the scenes, before we started recording, I was like, oh yeah. Oh yeah, that’s really, really good. So today you’re going to guide us through really the first three steps of that process of that business roadmap. So why don’t you go ahead and get us started here for those of our listeners.

 

You guys should have a pen and paper, please make sure you’re taking notes or if you’re driving or at the gym or wherever, you know, you can always come back and replay this. So what is the first thing businesses should do in order to really start creating a great foundation? Thank you. Yes. So the very first step is creating a solid foundation.

 

I work with hundreds of business owners a year and they, most of them just get into it. They just get into business. You just started doing it. There was no business plan. There was no page today. Your business is not registered. You don’t know which state you’re at should pay taxes. And like they’re all over the place. So I’m going to help you right now,

 

create a foundation, a solid foundation. You need a business plan or some type of strategic plan, right? We’re known in our industry for strategic planning. That’s our jam. We do strategic planning from the top to the bottom of your organization. I have a top down approach. You need a plan. The very first step of creating your foundation, whether you are a new business established business,

 

you’ve been in business 15 years, every single year, you should have a plan. And that plan should start with your vision. What is your vision for your company for this year short term and long term, right? Where do you want to grow this year? What do you want to accomplish this year? What do you want to improve this year?

 

What do you want to be this year? What is your vision? Create a vision and stick to it because you are the leader of your organization and your team is going to follow you in your leadership style. They need to understand your vision. They need to understand where you’re trying to go. I had a meeting this morning with my marketing strategies that I just hired.

 

And I sent her my strategic plan and she was like, oh my God, I’ve never had this happen before. Right. Never had a strategic plan. It lists our goals, our objectives, everything. I want her to have clear direction on what I need her to do for my company. I absolutely love that. Okay. I totally geek out on that whole entire thing.

 

As you know, like we do strategic planning when it comes to drill out Venus suite of offers. And we were talking about this behind the scenes too, but like the whole financial side of it is so big and there’s so much more of a process that people don’t even talk about. And I’m not an expert in that I don’t, you know, build out their,

 

their financial plans. And so that’s why, like, I’m just geeking out on the whole strategic plan thing. So let me ask you a question here. And this is, I think a lot of our listeners, we have businesses that are scaling, who are listeners. We have brand new businesses when we are talking about guilt or like, this is a problem.

 

Like when is it usually with, and sadly, this is the case. Although it shouldn’t be entrepreneurs, aren’t very proactive on the things that, you know, we really just don’t want to do that. Isn’t fun. It doesn’t feel like we’re creating anything. So obviously they need to do this in the very beginning. Every business should be doing this in the very beginning,

 

but honestly, how many businesses do you guys have coming at you that have been in business for a long time? And they don’t have any of this? I’ll say about 60% because, and the reason why they don’t have it in a place, like I said, when they start off, it just started doing business. There isn’t a roadmap in place.

 

You just started doing business because you are good at it. Or you don’t really think it through or plan it out. And typically when you start to hurt in business or something goes wrong or not making the money yourselves or not increasing in your conversion rates are low. There’s a problem somewhere. And you need to just pause, pause so we can figure out what’s not working where the issues are and create a plan to fix that issue or implement some type of solution that will fix that issue.

 

But if we don’t know what the problem, if you don’t have visibility on the problem, and you’re just trying to figure it out, that you’re going to continue to build yourself in a hole. So you need to just stop and figure out what’s going wrong. I’ll use myself as an example. I struggled with creating content because as an accountant, when I first started my business,

 

I sounded really technical. My language was very technical and my content was not combining. I hired a content strategist. I was like, because look, I have tried Facebook. I’ve tried Pinterest, I’ve tried this. I’ve tried that. And I’m just not seeing the conversions or the view. I’m making the money. That’s not the problem. It’s the view.

 

And she was like, oh, this is the issue. And this is the issue. But I had to hire an expert to tell me where the issue was. And I was like, oh, okay. So now we have a map in place. Now she’s like this. We start here to create this and you create this. And this builds on that.

 

And then boom, there’s that content static every over, like over the next, maybe seven days, I saw a drastic improvement on our views. I was like, okay, thank you. I love that. Okay. So you guys are listening. If you haven’t done this yet, like, don’t feel bad. Don’t feel guilty, but it’s probably time to stop.

 

If you don’t have this financial foundation as our Nisha is saying and place, all right. So after this strategic plan is created, what comes next? What’s step number two, that people should really start diving in to understanding. So step number one is creating the foundation, solidifying your vision. After you create your vision, you also need to create core values and smart goals.

 

Your core values. You know, this is how your compass is what your company believes in. This is what you support. And this is how you pretty much operate. We have six core values in our company, and I always work with a business to create them when we’re going through the strategic planning process. So step one, creating a foundation, eat a vision,

 

core values, and smart goals, right? And a lot of times with the goal planning every year, every January, we all get excited. We’re going to create these 15 goals and we want to achieve all these things. You have to structure your goals and organize them, right? You don’t need 10 goals. Maybe you just need three, three short term,

 

three long term. That’s six that’s enough for the last year, the entire year. So creating those goals is enough, right? So step one, foundation, step two. We’re going to get into business performance. You need to analyze and assess your business. So once we solidify your vision with your company, the next step is I’m going to do a full,

 

I’m going to analyze your business top to bottom. What’s not working in operations. What’s not working in finance. What’s not working with you. Hiring people. I’m looking for missing processes. Do you have a hiring process in place? Because if you don’t, you’re probably not compliant with the state you’re operating in, right? Do you have a business budget in place?

 

Do you understand how much money you’re projected to make? How much are predicted to spend and your contribution margins? Do you understand your profit margin? So we get into some KPI reporting. I’m a numbers person. So I’m going straight for processes and then numbers. So making sure you have bird’s eye view and business owners, they typically only want to know how much money they may,

 

how much is left over and how much they only taxes. There are so many other moving it’s telling me this. I’m fine. Just tell me the rest I’ll be on. I’ll be on a beach somewhere. Yeah. Just give me those three things and we’re good. Oh my gosh. Those three things are, there are still other factors that you need to understand total income,

 

right? What are your top revenue performing items? If you offer, if you have a full product landscape by April, you work with businesses to build out their product suite. So business owners need to know what are their top performing, you know, products or startups. Don’t just dump everything in sales, right? That you need to see everything listed out expenses.

 

What are your top expenses, right? How much of your expenses contribute to your labor? What are your labor margins? If you have a team, how much is your team costing you? Right. I know for a fact on a 70, 30, no product that I released is going to cost me more than 30% of their product so that I can remain 70% profitable.

 

That’s how we build our service landscape. I’m not reducing my total projected income or increasing additional costs. Say that again. That was so powerful. Can you say that again? Cause I want to make sure our listeners did not just pass that up. Okay. So listen to this financial structure for your products. Okay. So what is your, what is your,

 

when are your numbers right? 70 30. So that means out of a hundred percent, it only costs me 30% to produce my services so that I walk away 70% profitable. That’s a very small conversation around pricing, which that’s a whole different conversation, but you need to understand your profit margins going in. How much is it going to cost you to produce this product or service?

 

How profitable do you want to walk away be? So I know every time we create something, whether it’s a bootcamp, a group coaching program, authoring a book, whatever it is, we’re going to walk away. So many percent profitable. If I cannot do that, I need to restructure the cost. Amen. Yes. And this is a thing,

 

and I was actually speaking to a client about this this week. And we talk about it all the time. Like in your clubhouse rooms, I was in there and you were talking about this. The thing is, is that when we’re, most of our listeners obviously are online, businesses are offline going online. And so what I tend to see is that they purchase so much software and they have no idea how much money they’re spending on an ongoing basis as well,

 

and what they actually need to use to produce that particular offer or a product. And so this whole entire conversation is, is just so helpful. So thank you again for being here, talking my best today on the show. Okay. So know your numbers and like down and dirty, what are the numbers that people need to know? So knowing your total revenue,

 

knowing your total income, how much money did you make, even if you use a lot of payment gateways, like, Hey, Pao, Stripe, square, collectively, you need to know your total income, right? You need to know number two, your total expenses, how much money are you spending? Like you just mentioned, April people use all of these tools.

 

We downsized all the time. I have what’s called shared services. So if we are creating digital products or consulting services, I want to utilize the same system. So I can just do a percentage allocation across the board. I’m not going to implement a ton of systems because that affects my profit margin. So total expenses, total income, and your bottom line.

 

The difference between your total income and total revenue is your bottom line. Are you operating at a net loss or are you operating at a profit? You need to monitor that every single month because that’s going to affect you at tax time or when it’s time to seek capital when it’s time to grow. When it’s time to have the bit management conversation where you want to apply for funding,

 

you need to understand your bottom line and all the factors that positively or negatively impact your bottom line. Yes. And a lot of businesses right now have also spoken to clients about this. As far as that, the relief loan, like the COVID relief loan. Like if you don’t have these numbers and you don’t know if there’s been a loss or a decrease or whatever,

 

then you know, they aren’t there. Aren’t qualifying for some of this really powerful cash injection that they can get it. They weren’t in 2020, they can get into their business. So, so important. And then KPIs, can you really like dumb that down? Explain that. So people really understand how to look for this in their own business. Yes.

 

KPIs are key performance indicators. So these, there are ratios to help you analyze areas of your business. Like your have revenue KPIs, you have labor KPIs, you have production KPIs. So when I say KPIs like they’re in ratio form, so you’re just taking numbers and providing them over to percentages. My favorite is revenue growth. How is your revenue growing period to period when,

 

I mean, period, every single month is your revenue growing month, month, month, per quarter, or a month to a year. So how is your revenue growing while your a monthly recurring revenue, each department of your business is going to have their own KPIs? So you have financial KPIs, which I monitor. You have operational, you have logistics depending on the nature of your business,

 

traffic to conversion. So there are different types of numbers. It depends on your operations, you know, marketing, they’re going to look at visits to conversions or visits to sales, to figure out what’s working. What’s not working in this particular marketing strategy or marketing campaign. So just understanding how to analyze your revenue and your income, or all of your numbers for your business in a percentage capacity.

 

And don’t worry has a guide. We’re going to make sure that you have so that you can really start diving in this and make sure that you guys are taking action. As you know, here in the show, like we’re going to give you the step-by-steps business trainings here, things you can look for, but then, you know, it’s your job to go and implement this.

 

And so our Neesha has a guide. That’s going to really start walking you through that process. We’ll make sure that you have a link to download after we’re done chatting here. Okay. And then what is this third step that you recommend businesses go through? The third step is creating a long-term plan. So once you have you slip out of your foundation,

 

you’ve created a operational plan for the year. It’s time to think long-term and long-term in the, the mains of everything, right? Capital are you, do you have the right capital structure? Do you have the right money in place? You have access to excess capital like lines of credit and business credit. Are you able to grow that you have debt in place?

 

Are you able to properly manage your debt? One of my clients incurred a lot of debt over the last few years. So we put together a very aggressive bit management plan to reduce their bit because it was affecting her bottom line. So you had this heavy umbrella of debt over your business. And if you’re in the rat race every single day. So being able to create opportunities to reduce that debt without hurting,

 

you know, operations, too much team, your team and operations capacity planning, what is your team doing now? What can I do better in the future? And how long can they do it? Right. We have a lot of technology that’s coming down the pipeline. A lot of AI, what can be automated in your business for us? We actually started out as a bookkeeping firm.

 

So we started out providing bookkeeping services and we’re quickly able to scale up to CFO services because a lot of bookkeeping services offer automated bookkeeping. So we’re doing the day to day, that can be done automatically. You don’t have to pay a lot of money for that, but the strategy and the planning you’re going to spend money on because a computer can’t tell you that you have to have somebody to sit down and read through the numbers with you and read through your operations and fill in that.

 

So number three is definitely planning for the loan term. Wow. What a powerful thing. I mean, that must feel so good for businesses to have you go in there now probably virtually and be able to help them unpack what they want and hand them a strategic plan to get that. I mean, just like for a second, you guys listening, like imagine what that would feel like to you to have somebody like our Neesha come in there and unpack all of this for you and what you’d walk away with.

 

And no, I don’t get like commissioned for making sure. She’s just saying, you know, like imagine how much that would take off your plate of wondering what you’re missing. See, here’s the thing I find that most business owners worry so much about the things they don’t know that they’re missing. They don’t even know specifically what they’re worried about, but they know that they don’t know enough about certain things that they don’t know enough about.

 

And they know that they’re there in sometimes business owners, even clients of ours, who’ve been in business for years and years. It’s like, they’re waiting for the other shoe to drop. And that is no way to run a business, especially creating a business. That’s going to skill you into the future. So I love everything that you’re saying. And it’s so incredibly important that businesses go through this process.

 

And after they figure out their long-term plan, you guys are Nisha has a full guide. That’s going to go into detail, but just really, really like top level. What are the next couple steps that people go through in this process? The next step will be assessing your tech deck. So what is what tech interviews is using? You know, do you have outdated processes?

 

Do you have outdated systems? A lot of times we found that companies that have smaller team, they have a team size. That’s unnecessary because too many people are doing too many manual things. There’s no automation in place. There’s no, there aren’t any sequences set up to trigger this action. When you have poor outdated processes, you have unhappy employees, you have a lot of manual work.

 

That’s costing you a lot of billable hours for your company. And most importantly, you have people doing a job that could be automated. I was an unhappy employee in one of my corporate dives because the tech was just so old and it was so manual. And I was just, this is, I felt like I wasn’t living up to my potential because I was trying to figure out how to automate this process instead of doing the actual job.

 

And you don’t want unhappy employees, you want people that are happy to do the work for you to help you in your organization. And they can help take things to the next level. Asset protection is another one, making sure your intellectual property is protected. I just had a meeting with my attorney because we were talking about some programs I want to roll out.

 

And she was like, make sure you send the prelim over to me so I can look at it to make sure it’s part of our IP deck. So making sure that your IP is protected and then last but not least for my small businesses tax planning, please, please, please free tax plan. That’s why no longer a number is important. You should not wait until tax season to know your numbers,

 

especially in a year like this. When we had an administration shift, we are in a pandemic there a particular way. Things have to be calculated. Are you ahead of the game? Are you being reactive or are you being proactive? I would prefer for you to be proactive when it comes to the pre-tax planning phase. So those would be the remainder of the steps in the rule.

 

Wow. Okay. So today we talked about creating a strategic financial roadmap for businesses and you are the founder of CFO for women and everything was so informative today. You’re always just giving so much not, you know, we say that I’m also giving so much value. Well, yes, it was incredible value. But today I just appreciate you so much.

 

And you do this in clubhouse as well because you really, really dialed it down to the tactics. It’s not just all about idea or strategy or what needs to be done, but it’s going through the tactics. And so I appreciate your time so much on the show today and how can people find you? And we’re going to make sure the links to your download are in the show notes as well.

 

So if you’re driving, you can’t write this down. No worries guys, but how can people really connect with you more? Absolutely. You can always find us on Facebook, Instagram, and Twitter at CFL for women. Those are the handles for those three platforms and I’m on clubhouse ads. Our mission speaks up there every Monday at 3:00 PM. I am also there some Tuesday evenings hanging out with April,

 

but I’m always there. I’m just slide in my DMS. If you have any questions, I’ll make sure you get access to the right resource. If you are in the city of Atlanta and you are a new or established business, but you need some additional support, you can contact the urban league, the entrepreneurship center and register for one of our free accelerated programs.

 

This is about $20,000 worth of free training for you and your business. I am one of the coaches for their program. So please come out and receive the assistance. That’s why you can find me. Wow. Yeah. Luckily Blog that goes out every first, Monday of the month, it’s called your bottom line. So you can go to www.cfoforwomen.com and click on blog.

 

It’ll take you straight to our blog. So we upload a blog every single month to help you get access to resources and strategies for your amazing, amazing, thank you so much for being a guest on the show. And this is Sweetlife entrepreneur podcast, episode number 229. So everything that our Nisha just said, and you weren’t able to jot that down will also be found@sweetlifeco.com

 

click on the podcast. And this is episode two 29, and don’t forget to join us. Live in clubhouse under the sweet left entrepreneur’s club on Wednesday, the week this show drops, I’m looking at my calendar right now. I think we said, that’s going to be June 2nd, Wednesday, June 2nd, at 12 o’clock Eastern time. And Arnesha and I are going to be in there taking this conversation a bit further and strategically there to make sure you guys are getting your questions answered.

 

So thank you so much for joining us Arnesha. I appreciate your time and expertise. Thank you so much for having me

Episode 228: Unlocking Your Potential To Achieve Your Goals and Dreams – with April Beach and Ashlye V. Wilkerson

Ashlye V. Wilkerson SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Join Ashlye live in our weekly SweetLife Podcast Clubhouse room on Wednesday, May 26th 12:00 ET

Who This Episode is Great For:

This is a great show for women who know they are called to lead and need a plan to accomplish their goals.

Summary:

Goal setting is only as good as the plan you have to achieve them, your personal drive, and self-ownership of your goals to assure they come true. When it comes to building your future, you are the driver of that car and sometimes life and business get off track. In all cases, to get where you really want to go, you need a map that’s customized to your personal destination. On this week’s show Ashlye V. Wilkerson, empowerment and leadership coach for women, shares her Phenomenal Women Leading Pink Print Process™: 4 proven steps to get from where you are to where you want to be.

At the end of this episode you will:

  1. Have framework of Ashlye’s Pink Print™ Process and know how to apply it to your life
  2. Have immediate steps you can do today to make positive change in your future
  3. Get tips on ways other entrepreneurs measure their goals to create your very own success measurement system

Resources Mentioned:

 
 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate Welcome to episode number 228 here at the Sweetlife entrepreneur podcast. I’m April beach host and founder of the Sweetlife company, where we give you proven tools and strategies to design, launch, and scale your business online for 26 years collectively with our business and four years here on the podcast.

 

Thank you so much for joining us everything that we’re going to talk about. All of the resources, if you’re a listener, you know that you get a lot of gold from this show. This show is known for delivering business trainings and strategies that you can take to the bank, but business coaches charge thousands for you. Get them all here, free on the show.

 

So because of that, I want to make sure you know where to find the recap and the links and the resources mentioned on today’s episode, you can cruise over to sweet life co.com simply click on podcast. And this is number 228 today on the show. This episode is for entrepreneurs in the first three phases of my sweet life business system of the start to scale up online business system.

 

What does that mean? If you haven’t yet? We have a very short self-assessment that you can go take very simply by going to Sweetlife co.com forward slash quiz. And it will tell you exactly what phase of business growth you’re in and based on the base of business growth you’re in, there are certain things you should be focusing on this particular show falls into an appropriate tool for you to be focusing on if you were in phases one through three of that business system.

 

So that’s where you can access it. Make sure you’ve done that all the resources are of course, proven, trusted, and they are available to you completely free again@sweetlifeco.com forward slash quiz. So today on the show, this is what you can expect. We are talking about unlocking your potential in achieving your goals and dreams with the one and only Ashley Wilkerson. I can’t wait for you to meet this powerhouse woman.

 

She truly is dedicating her time and she’s dedicated her life to teach and elevate other professionals. And so she is such a gem and a treasure, and you are going to walk away with tangible tools. You’re even going to get access and understand her proven method to help women walk into empowerment and unlock their potential to achieve their dreams. She actually gives that to you here on the show,

 

and we dive in a little bit deeper to help you implement that process. So there’s a lot of great things coming to you today. So let me give you a little bit of an introduction. Ashley has received distinguished honors, such as being named the who’s, who among professional women, the state 2040 Columbia business, monthly best and brightest 35 under 35 national council of Negro women living a legacy award,

 

the ramp foundation education trailblazer Midlands chapter, the American business women’s association business associate of the year, Brooklyn Baptist church, millennial magic award, South Carolina, black pages, 2040 Columbia metropolitan magazine, top 10 Columbia young professionals, alpha Kappa alpha sorority incorporated. South Atlantic region married the vote in outstanding graduate member incorporated cluster seven leadership award United way of Midlands live United cheeky award and Columbia regional business report,

 

2020 phenom. Wow, she’s amazing. Let’s go ahead and dive into today’s show<inaudible> Hey, you guys welcome back to the Sweetlife entrepreneur and business podcast. I am so excited to be joined here by my new friend, Ashley Wilkerson. And yes, we met on clubhouse actually is an absolute rockstar. As a matter of fact, she’s one of these people that,

 

you know, those people like you’re in a room and that’s the person walks in the room and everybody just gets happier because they’re there the whole atmosphere and the room is just like, Ashley’s here. Well, that’s what it’s like on clubhouse. You’re watching the video. You’re going to see this, you know, behind the scenes in this episode. And I’m so excited to have her on the show.

 

Ashley, welcome to the sweet life entrepreneur podcast. Tell everybody about you, what you do and your superpower. Thank you so much for having me. It’s such a pleasure, thankful for the opportunity. Love you April beach. And thank you clubhouse for club because I’ve had the opportunity to meet some phenomenal women such as yourself. So I greatly appreciate the here with the sleep life.

 

So I am a health and thought leader of the phenomenal women leading a community. It is a women empowerment community where we strive to help women become better versions of themselves, unlock their full potential and achieve the goals and dreams that they have for themselves and their lives personally and professionally. So it is an honor to serve as a coach, to the ladies in my community,

 

as well as a mentor and a friend, everyone in the community does not necessarily need coaching itself. They may be a part of the community for the support for the empowerment for the connections network with others is so there are different reasons why people join the community, but they do have the option to utilize the coaching services if they need to as well. And you know,

 

I know it’s such a fantastic resource because on clubhouse people actually come in the rooms that you’re hosting and talk about, oh yeah, I’m in your community. And I love it there. And I mean, there, there’s nothing more powerful as a coach than having other people who you didn’t even ask to be there, show up and be like, oh my gosh,

 

I love Ashley’s stuff. I love being part of this. So kudos to you for truly designing an engineering it place that is so real and safe for women to grow. So it’s amazing. The stories that I’ve heard people say about this community, and we’re going to be making sure you guys know how to tap into Ashley here. So let’s go ahead and talk about what business training,

 

you know, this, this show is known for business trainings and strategies that other coaches charge thousands for. And so our listeners I know, are fully excited to come and show up here and be like, oh my gosh, what is Ashley going to teach today? And so today you and your area of expertise, you are going to guide us through your framework.

 

And let me set you guys up for this framework because yes, I, I get to get a little peak to it before Ashley walks us through it today. But you guys listeners, you guys, you know how a lot of those coaches out there are saying, Hey, listen, you know, really live your dream life or walk into who you are.

 

And there’s a lot of motivation. There’s a lot of amazing inspiration out there, but there is a gap between where we want to be and actually how to get there. Well, what is so special about Ashley is she has a method and she has a framework to actually guide you to that process. And you’re going to get a sneak peek of that framework here today.

 

Actually, can you tell us just a little bit about how long you have been working with people and how you really got into this space of, of guiding women to empowerment and achieving their goals and dreams? Absolutely. So my background is actually in early childhood education and psychology child psychology. And so I’m a former kindergarten, first grade teacher and that’s how I entered into the space of education in the field of education.

 

But then as my career evolved, I became a teacher trainer. My first year teaching the school district hired me to lead a series of professional development sessions, teaching other teachers how to best teach reading. And a lot of the teachers were senior level teachers, meaning they had over 10, 15 years of experience and I was a first-year teacher leading and conducting those sessions.

 

And so in that moment, that’s when I developed a love, not only for children, but a love for adult learners as well and the entire continuum of education. And so that is really the core part of everything that I do. I believe that education is my true framework. That’s my pillar, that’s my foundation. And I bring that into everything that I do even as I facilitate and moderate sessions on clubhouse education is a part of my moderating style on clubhouse.

 

So that’s where I started with bringing adult learners into the fold of what I do. And from there, I ended up transitioning into higher ed. And so from teaching those professional development workshops, hosting conferences, leading seminars, developing curriculum, I then transitioned into the higher ed space. And I became a adjunct professor, a professor, a sitting on a university board of trustees and being really ingrained in higher education and the adult learning process.

 

And so transitioning into that, I initially taught in the college of education, but then I was approached by our local women’s college. And they asked me to do something that no one ever asked me prior to them, which was, Hey, can you develop a course for our women in leadership studies? Hmm. Interesting. You want me to develop that course?

 

Because my background is in education. So the courses that I usually develop are pertaining to education it’s early childhood and elementary education and they say, yes, well, your background is education, but you’re elected to a university. It’s a state level board. You’re the youngest, you’re the only woman of color. You lead leadership initiatives in the area you’ve completed different leadership preparation programs.

 

You would be ideal to lead the charge for developing this course and you’ll serve as the inaugural professor. And so I said, okay, I’d be happy to do that. But know that if I do that, I need the autonomy to develop the course as I see fit. And they said, sure, that’s totally fine. So I said, okay.

 

So I developed the course and I included an educational component. My husband always says that learning happens in a conversation. That’s what I sought to do in that course. So in that course, I didn’t structure it as me being the instructional authority for 14 weeks, I actually developed the course to include a panel discussion 10 of the 14 weeks. And what we did was I focused each week on a different topic.

 

And I feature women leading the charge in that topic area, in that area of expertise. And so one week it was women in religion. Another week, it was women in medicine. Another week, it was women in politics with another week. It was women in media. And so for 10 weeks I had women from all over the state of South Carolina,

 

come in, we had CEOs, we had senators, we had mayors, we had everyone doctors, attorneys, everyone from all backgrounds come in and they share their trajectory. They share their journeys, they share their teachable moments. They share their backgrounds. And that is where the true learning takes place. When we can glean from the insight of others, where we can learn from their experiences where we can ask them it real time questions that we have,

 

that’s how we then answer and unlock our full potential. That’s how we then develop ways that we want to improve, enhance what we do, what we offer, who we are or identify who we’re trying to be. So that’s how I entered into the space, but the course was for two semesters, it lasted for one year. And then that department was downsized in that course was not offered again after that.

 

And I became a mother of two during that second semester. And so I transitioned my schedule and I transitioned my life. And when I did that, the ladies missed the community because I actually opened up the courses. I opened up the sessions of the course for people in the community who weren’t students of my class. I made it open to the public and free admission.

 

So we had women coming in from all over to sit in and listen to these conversations. It’s a really grow and learn with the attendees and the participants and the feature speakers. And so I did that and they did not want the community to end. And so, as a result of them not wanting the community to EDD four years ago, it didn’t transition over into a Facebook community,

 

a small intimate Facebook community, a few hundred people. And then from there, it evolved into mentoring sessions and webinars offerings and our conference, our women empowerment conference. And so it just kept evolving and evolving based on the needs of the members of the community. And it grew even more so as a result of COVID and clubhouse, I say the two CS COVID club app.

 

And so I grew as a result of those two days, and now we have a platform on clubhouse. We have a platform on Facebook, we have touchpoints on other social media processes. And then we also have a targeted group on mighty networks through our mentoring circle. So it’s really evolved over the past four years. It’s evolved significantly. So over the past year,

 

as a result of COVID in clubhouse and yeah, that’s how we’ve started. Okay. So many this could go in a million directions from there. I’m going to, I’m going to hold to the promise of stain so that you can teach everybody your, your method here. A couple of things about this for our listeners. I think it’s really important for you guys to pick up on,

 

and I want to just highlight this. And what Ashley was saying is that you see the evolution of the process of business development. So often it is tempting to think that you want to start at the very end that you want to launch this thing. And it’s just going to be what it is. As a matter of fact, I had a client this morning that was struggling to move forward because she wanted it to be perfect.

 

She wanted it to be at the end, but it wasn’t an evolution of the business. And Ashley’s story is a perfect example, how your ideas and your intellectual property evolves and grows. And so this is just such a great example of such a powerful story. And so want our listeners to take that away. We could have just end the episode right there and just say,

 

see what Ashley did. It’s it’s so cool. So I, I just appreciate you sharing that so much. It’s just a lot of wisdom and business growth and development there. So as we’re sitting here right now, we did meet on clubhouse. I actually remember now, I think we’re in one of John Lee’s rooms and you were asking a question about mighty networks,

 

which is a whole nother conversation that we can have. And I think that was the first time that I ever saw you. And I love how you have curated a bunch of different places for conversations to happen. So smart, the way you’ve done that in here on the Sweetlife entrepreneur podcast, we’re extending the conversation too, as well with your method. This is an very important topic because of the fact that this is what every woman really wants,

 

but yet again, they lack the framework to get to this injury result. There is an idea there is this picture painted and there’s a feeling inside women of, of what they want to be and who they know they’re called to be. But there’s usually these barriers to get there in this process. So start guiding us through your process. First of all,

 

what is your process called so that everybody knows the phenomenal pink print? Yes. Okay. It is absolutely amazing. So this pink Framp process is Ashley’s and you ladies can bank on it. I will tell you, so, you know, kicking this off, you said the very first step in this process is really helping women to identify their goals. Can you walk us through the first step in this process?

 

Yep. So oftentimes, and I work with women on all ends of the spectrum. I work with a women who are transitioning out of college and they don’t know exactly what they want to do to begin their adult lives in their careers. I work with women who moms and significant others, and they spent a lot of time pouring into their children and their family so much so that they feel they’ve lost themselves,

 

or don’t quite know what they want to do next in their lives for themselves. And then I work with women who have had amazingly successful careers. They’ve achieved all the goals, they’ve done all the things, and they’re still stuck with what’s next, right? And so those are three different age points, but it’s really the same pain point that they’re experiencing.

 

Who am I, what do I want to do? Who do I want to become important aspect, an important element of our journey. And as women, we experience that element several times through, out our lifespan, our lifetime, our journey. And so really, really focusing in on what goals do we have and what do we want to do next is so important.

 

And you have to really map out what those goals are. And those goals are not just for your professional side, it’s for your personal side too. So what are your personal goals? What are your professional goals? Where do you see yourself in the next year, two years, three years, 10 years, 15 years. Where do you want to be?

 

What are the goals you want to achieve during that time period? Where do you want to go? That is so critical. And that’s the first step of the pink print is identifying. What are those goals? I have a question for you. Do you find that when women come to this place and they want to identify their goals, do they ever feel,

 

I guess guilt is the word I’m thinking of? Do they ever feel guilty or shy or embarrassed? Because sometimes I know the women have huge goals. Like I want to be a TEDx speaker, or I want to do these really big things. And are women sometimes afraid of actually sharing how big they really want to be, because they feel bad about that.

 

Is that something that you see very often? So I see a couple of things. I see the confidence. Isn’t always there to work towards or to go towards those things. And so they’re not confident in who they are, their abilities, their value. They don’t feel worthy of attaining certain things at high levels. They feel embarrassed sharing. They get caught into the comparison trap of,

 

I don’t have what this person has. I haven’t done what this person’s done. I haven’t attained with this person hesitate. So I must not be able to get those things. And so they get sucked into that comparison trap that happens oftentimes. And then ultimately, sometimes the issue really is being able to name exactly what it is that you want for your life,

 

what that desire is, and then be able to walk towards that safe. And that’s why the pink print is so important because it helps you to name it. It’s to identify. What’s a part of it. What are the components of it what’s required to achieve it. And then it takes you through that roadmap of identifying strategies for doing that thing in achieving that thing.

 

Wow, it’s so powerful. Absolutely. And I can imagine that that is you have a great deal of experience in all these different situations, all these different reasons why women come to the table with a big heart’s desire, but yet all the excuses are the reasons why that they maybe shouldn’t or don’t deserve to achieve or do those things. So again, why your pink print is so powerful.

 

So after somebody goes through this process of really identifying what those goals are, what’s the next step? What do they do? So then the next thing I have them do is to get focused, gain clarity, because it’s one thing to have all of these goals. But if you are actively trying to accomplish all of these goals, but they don’t contribute to each other,

 

or they don’t compliment each other in any way, then you’re going to find yourself And Running all over the place. Right? And so you have to gain clarity and you have to get focused in, in order to do that. I walk them through prioritizing their goals. All right? So all of these are goals. Ours. I have a lot of goals,

 

but let’s put these goals into priority. And that priority is up to how you see fit, the priority that you set for your goals. So it could be a time priority. It could be a finance priority. It could be whatever it is, whatever way you define that, how already system it’s neither right or wrong, it’s yours. So you identify how you’re going to define that.

 

And then you prioritize it that way. Once you do that, once you prioritize it, then you go through and you get focused and you gain clarity on these are my goals. This is how I prioritize it. This is my roadmap. Because now that you have this, guess what the books you read are going to be determined by this rooms you attend on clubhouse are going to be determined by this.

 

The conversations you participate in are going to be determined by this, the things you watch and listen to, they’re going to be determined, this, the actions that you take, they’re going to be determined by this. And that’s what clarity and gaining focus for you. Woo that’s Right. That’s so great. So powerful. So powerful. I mean, just,

 

I had somebody called the other day a shiny squirrel. So it’s this, it’s this shiny object and squirrel absolute fix. And I think also when women can, I don’t know, everybody relates and sees things the way I do, but I know a lot of us are visual and we need to see things. And when we actually see that pink print,

 

we can actually see it there. And there’s just so much power in, in having something come to life in this very clear action plan. Okay. So somebody has gone through this process, they’ve gone through the process. They have this clarity, they have their roadmap that you’ve guided them through. They are seeing things the way they have never seen it before.

 

Almost a simplified way. A very, like all the noises calmed down. They’re hyper-focused, their goals are crystallized what now? So this is the step where we actually develop the pink print itself. One of the words that I use in, within my framework is called smart goals. Okay. And so for smart goals, you’re breaking down the acronym, smart.

 

You are making sure you have all of the components that are a part of that goal. So you have the specifics, you write specific details, information needed for that goal. All right. And then the M is for measurement. How do you measure if you’ve achieved that goal? How do you measure your progress? If you are on track towards completion of that goal,

 

what’s the measurement that you’re going to use? The a is for achievable. Is this goal achievable for you with the time, with your effort, with your skillset? Can you achieve it? The next letter R is for realistic. All right. Is this something that’s realistic for you to do? Is it realistic within a time frame? Is it realistic within your skill set?

 

Is it realistic based on the measurement? Is it realistic based on the specifics of the details you’ve identified. And then the T is for time, you set a time for when you want to start this goal and you set an anticipated time for when you would like for this goal to be complete so time. So I use smart goals, which is a framework within my framework of developing your peat print.

 

And once you’ve already identified those goals, you’ve gained clarity. You’ve prioritize those goals. You’ve made sure that those goals are smart goals. Now it’s about developing your strategy within your pink print. So what are your strategies for achieving each one of these smart goals? What are those action items that you need to complete for each smart goal to be achieved? And that’s the pink print that is genius.

 

That is absolute genius. As someone who teaches people, how to develop frameworks, this is why people in your programs are so successful is because you have taken the time to truly create a transformational program for them using these frameworks and frameworks within frameworks. And I have a lot of listeners that are laughing. Cause we talk about frameworks within frameworks and methods within frameworks here on this show all the time.

 

And sometimes they get our listeners are like really confused about that. Cause they’re trying to do it. What’s the difference? What comes first, a method or framework? Well, this is a perfect example of how Ashley has brought this to life in her transformational program. So great, amazing explanation and job. So I have a question for you also, because this is constantly a topic you’re on the show.

 

Totally random question. How do you find people tend to measure their own results? What are some examples of the way people? Obviously the goal is different. So that’s going to dictate the measurement, but just generally speaking, if some of our listeners are like, gosh, you know, I really, I really want to start measuring my results. What are some examples of the ways people can measure their own results as you’ve seen your students do in your programs.

 

And so some of this is a probing thing and I have to probe out of them, what I really want, what I need to know about what they want to achieve. And so for instance, one of my clients, they knew that they, they wanted to sell their new book project, right? And some question for her was how many units do you want to sell?

 

And I said, Hmm, let me think about it. And I said, well, you need to identify, you need to know how many units you’re trying to sell. Because knowing how many units you trying to sell will help guide you when you are utilizing your strategies. And you are really targeting in on your book promotion, you’ll know exactly how many people you want to target.

 

How many groups you need to speak to. If you’re on track for selling the number of books that you’re trying to sell. And then I challenged her to take it a step further. Now that you know how many books you want to sell. I want you to break that down into three categories that you offer. How many paper book, back books,

 

how many hardback books, how many Kindle versions? No, what you are striving to do, and then identify the measurement. So if a business owner says, I want to increase my revenue. By how much, if a business owner says, I want to sell more products, how many units, if someone says, I want to lose weight, how many pounds,

 

if I want to save money, how much do you want to say? If I want to eliminate debt, how much debt do you need to eliminate? Knowing what that number in that measurement is helps you to then target in, right? If you’re trying to make an additional $20,000 a month and you have services and products that are 1000, 5,000, 10,000 a year,

 

trying to make an additional $20,000 a month. Okay? It’s different to say, I’m trying to make an additional $20,000 a month versus saying, I’m trying to close two, $10,000 clients, right? Close $4 clients to close $21,000 clients. Great example. We took our goal from I’m trying to make more money a month. I’m trying to make an additional $20,000 a month.

 

I’m trying to close $21,000 clients too. I’m trying to close five of four or $5,000 clients too. I’m trying to close to $10,000 clients. Yes. Yeah. A hundred percent. What a great example of that. What Ashley just shared. So bring it down, down, down, down, ask yourself more specifically, more specifically, more specifically such a great example.

 

Okay. So your students, they’ve gone through this point. They have their pink print, by the way, such a cool name of your signature framework. I love it. And they have, they have their phenomenal women leading pink print. Yes. What happens next? And I already know what you’re going to say. And obviously our listeners are probably like,

 

okay, well then they need to do it. But like, let’s actually talk about what this really looks like in real life. What’s what’s next. So all of my clients will tell you that I’d say three things to them. Number one, take action. Number two. Don’t let me work harder on your goals than you’re working on your own goals.

 

And number three, I will fire my clients. Meaning I will fire you. If you’re not taking action, I will fire you. If I don’t see you committed to your process, I will fire you. If you’re not making progress, I will fire you. If you’re not doing your homework, which are whatever the action items are. I will fire you.

 

If you’re not honoring your commitment in yourself and your investment in yourself a year time needed support into yourself, into things that you want to achieve. Make absolutely that you’re taking action that you’re working hard on your goals is that you’re honoring the commitment with yourself. Amen. That is so important. And I love that you fire your clients. I think that is such an important thing to do.

 

It’s almost like you’re, there you go. I’m going to fire you because something needs to change here. And I, and I, and what was your second thing? Don’t let me work harder on your goals than you. We’re going to, we’re going to get that out. That’s going to be an Ashley Wilkerson quote that goes out how good This podcast episode.

 

All right. So my team, as you’re listening to this, pull that quote out of that is like the winner. It’s just amazing. And there’s one other point you said, you know, as we’re wrapping this up in the beginning is that you said to me before, behind the scenes, before we started recording and I wrote it down, cause I was like,

 

it’s just so important. Is it? You said, we, we bring all of what we are to what we do. We buy all of who we are to everything we do to everything we do that is also so important because I think that especially those of our listeners that are transferring from corporate and really getting into entrepreneurship or those people who have been entrepreneurs for a great deal of time,

 

which is a lot of our most registers. Now in that scale phase of their business, there is this division where people think, okay, well this is life and this is business, but I love your philosophy. It’s a philosophy that my husband and I abide to as well and our family. It really is. It’s everything who you are, is brought into this.

 

And I love how you teach creating this cohesive harmony between everything we were designed to do for the people that we were called to serve. And so I, I really love everything that you teach Ashley, and I love you being here on the show. I appreciate it. Thoroughly enjoyed myself. You just a gem. I absolutely love it. So let’s talk about how you guys can connect with Ashley.

 

So as you know, now we have our regular weekly Sweetlife entrepreneur podcast room on clubhouse happening every single Wednesday at 12 o’clock Eastern time where you guys get to jump in and jam with our guests. Talk about the topic of this week. So this week, especially if you’re alive subscriber to this show on all of our podcasts listening channels, which is everyone,

 

as you guys know, even Pandora and apple music, now we’re everywhere as you’re listening, make sure you join us on Wednesday and you get to connect with Ashley directly as an extension of this podcast episode. So she is going to be there like she always is on clubhouse. Totally. They’re pouring into you and taking your questions and workshopping with you beyond what we’re talking about here on the episode of this show.

 

And besides that, okay, so those of you guys are like, oh my gosh, Ashley is exactly what I need. I’m ready to move. I want my pink print right now. Ashley, how can people move forward and get in line as far as joining your program or working with you privately? Absolutely. So they have a few ways they can do it.

 

They can connect with me personally. It’s a S H L Y E V on all social media platforms. You can connect with me at Ashley B on all social media platforms. They can also go to my link tree slash Ashley B. And when they go to my link tree slash Ashley B, they will be able to see, they’ll see the community group that’s on Facebook,

 

the free community groups. They’ll also see the option to get registered. So tin our second annual moving and leading phenomenally conference taking place on October 23rd, they will see details for coaching with me. They can join the group, mentoring, coaching circle community, or they can register to sign up for a free consultation with me for one-on-one coaching services. So either way,

 

whether they are in the free community, whether they are joining us on clubhouse. They’ll also see my, all of my social media connections on my late tree, so they can email me directly. They can tap into any and all of my social media pages right there on that page. Everything is right there, easy peasy for them to access me and access the phenomenal women leading.

 

Awesome. Thank you so much for being a guest on the show. I just have to send, or it’s my pleasure. Absolutely. For everything you’re doing and thank you, clubhouse for our listeners already been on there yet. So they’re Android listeners. So I promise you guys, you guys are getting on there soon in the meantime, connect with us on Instagram here.

 

And of course this is episode number 228 of these two great live entrepreneur podcasts. So we will make sure that all of the show notes are available for you@sweetlifeco.com click on the podcast and you guys know the drill episode two 28. We’ll have all the goods. All right, thanks again, Ashley. Appreciate you.

Episode 227: How To Build or Join A Clubhouse Moderator Team – with April Beach

SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Download the Ultimate Guide To Online Business Models

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who want to understand how to use Clubhouse to grow your brand and business.

Summary:

On this week’s show we’re diving into how to grow on Clubhouse through Moderator Teams. Clubhouse is the ultimate collaboration platform. It’s a powerful place to build brand awareness (as we talked about last week) and generate revenue, but Clubhouse is unlike other platforms so how you approach your audience is through intention, giving and collaboration. This episode will show you how to get started. 

At the end of this episode you will:

  1. Know how to find your clients on clubhouse
  2. Know how to create collaborations on clubhouse
  3. Understand how to bring value to those you connect with and serve

Resources Mentioned:

 
 


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 April beach here, founder of the suite led company and host here at the Sweetlife entrepreneur podcast. And this is yet another week of business training and coaching. You can take to the bank today. We are continuing our conversation,

 

actually, an ongoing conversation that we’ve been having about clubhouse. And I’ll be honest, about five minutes before I’m sitting down here to record this show for you. I was just in over my head with eighth grade science and trying to help my son with science and wow. I had no idea what I was doing. And so it really feels good to be able to come and record a podcast in an area where I do feel like I know exactly what I’m doing so I can pour into you.

 

It is very humbling having teenagers and you can’t do their math or their science. I’m just saying that for the record, just a little behind the scenes here in the beach house, or you, they use so much for tuning in this week. This again is episode number 227. And this is what you can expect from hanging out with here with me here on today’s show.

 

First of all, this is for those of you guys in every single stage of my suite life business roadmap. And that is phase one through five. If you don’t know, you can go take a very simple quiz right now by visiting Sweetlife co.com forward slash quiz and find out exactly what stage and phase of business you’re in and get a curated, customized checklist of exactly what you should be working on right now to get to the next level.

 

So this is for those of you in any phase, and I want to make sure that, you know, this is a good show for you to tune into it is for those of you who want to understand how to use clubhouse to grow your business and brand. Now on this week’s show, we’re diving into how to grow your clubhouse moderator team very specifically,

 

and talking about clubhouse in general, it’s truly the ultimate collaboration platform, and it’s a powerful place to build brand awareness. As we talked about a last week show. So tune in to episode number 226, if you haven’t listened to that one yet, and clubhouse is a really powerful place to generate revenue. And I also shared our stats and our numbers just within the first couple of weeks of participating on clubhouse in last week show.

 

But clubhouse is really not like any other social media platform out there. So I know that businesses are having trouble understanding really how to approach it, how to grow your audience. And so that is what we’re talking about on today’s show. At the end of this episode, you will know how to find your clients on clubhouse. You will understand and know how to create collaborations with other business and leaders on clubhouse.

 

And you will understand how to create a moderator team or join a moderator team, and really how to approach other people to create amazing collaborations that are good for you. Good for them, and good for the people who are in your room, listening and getting help from you. So if you’re ready for that, then we’re going to go ahead and dive in here.

 

And also, if you haven’t yet, please follow me on clubhouse in raise your hand, wave your hand and say, Hey, April, I’m a listener to your podcast. And I would love to welcome you on any of my stages. And of course, if you were not yet in our club, we actually have a couple of clubs. That first one is sweet life entrepreneurs.

 

You can just search sweet life entrepreneurs under clubs in clubhouse and join our club. That is an extension of what we talk about here on the podcast. So I would love to workshop with you and every single week at 12 o’clock Eastern time on Wednesday. So Wednesday 12 o’clock Eastern time, we host the sweet life podcast live room, and that is where we take your questions and workshop with you and give you extra support based on the podcast topic of the week.

 

So if you want more help and you have questions about how to join and build moderator teams, make sure you are joining me in clubhouse this week on Wednesday at 12 o’clock Eastern time. And I’ll be there waiting for you to support you in doing that. All right. Are you ready? Okay, let’s go ahead and dive into today’s show. All the show notes can be found by visiting Sweetlife co.com

 

click on podcast. And this is episode number 227. I give a little bit of background information before we really dive into moderator teams. For those of you that are unfamiliar with actually how to use clubhouse. So, first of all, if you haven’t dove into clubhouse, or if you’ve been in there, talk to a lot of businesses that have tapped in there,

 

and they’re just like, I just really don’t see how to use it. Like I don’t get it, like just bunch of people talking to each other. So here are some foundational steps to get started. First of all, you want to curate the content that you see and clubhouse helps you to do that by selecting topics, you can go into clubhouse and you can select topics that interest you.

 

So that is step number one. If you have not done that, you can search clubhouse by topics and you can also search people and clubs by typing in certain key words. So if you are a speaking coach and you don’t how to use clubhouse yet, go ahead and type in public speaking or speaking trainings, and you’ll be able to join conversations on top of that.

 

You can also start following other people on clubhouse and clubhouse. We’ll give you some suggestions to do that. Now, once you get onto clubhouse, my first recommendation is just to start by observing, start by joining rooms, listening to rooms, listen to rooms of all kinds, not just in your area of business. Listen to how people, moderate rooms listen to the,

 

the culture that is being created in certain rooms in certain spaces and just chill and listen, you can take clubhouse with you on the go to the gym and the car, everybody multitasks on clubhouse. So first of all, step number one is curating the content you see, secondly, if you follow me and if you follow our clubs that like the Sweetlife life entrepreneur club or my second club called the wave makers club,

 

you’re going to be able to see who else is part of that club. It’s a, you’re going to be able to see a list of other like-minded people that’s already curated right there for you. So you could just simply go to sweet life entrepreneurs club and fall other members of the club. And that’s a really great way to get started. So step number one is curating the content you see,

 

start observing and follow people that have similar interests to you or serve a similar audience. Step number two is really connecting follow people. You want to connect more with off of clubhouse and on to Instagram. And this is something that I talked about last week, more in depth about taking your clients off of clubhouse. And so I’m not going to go in depth right now,

 

but I just want to share with you how this works in a really great way. So when you’re connected with somebody and you’re listening to them, speak on clubhouse, or you’re looking at their profile, they should have a link to their Instagram account. Some people use Twitter, but most people use Instagram. And so you can tap on that and you’ll still stay in clubhouse,

 

but your phone will open up another window, opening up Instagram directly to that person’s profile. And so if you heard somebody that said something that just really moved you, or if it’s somebody that you roll and want to connect with more, go ahead and follow them on Instagram, make a few comments on some of their posts and send them a direct message and say something to the effect of like,

 

I’ve heard John clubhouse. And I like what you said about XYZ. So start building relationships and start building great collaborations and friendships and, you know, really start complimenting and connecting with people. Just be really specific. I get so many messages on clubhouse. Some of them are just like, Hey bro, I saw you in clubhouse, which I love getting those,

 

but the best ones that I really stop and I’m able to respond to is when somebody says, Hey, April, I heard you on clubhouse today talking about this. And I just wanted to say that that helped me so much. Those are the messages where then I’ll respond back and I’ll be like, okay, great. I’m so glad that helped. Why,

 

how did that help? Why did that help? And then I can build more of a relationship. So, you know, try to be specific about the messages you’re sending to people in Instagram, from clubhouse. So this is just some foundational information about relationship building and how clubhouse works. Now, seven number three. First, I want to talk about joining other moderator teams.

 

Okay. So if you see a room and you go to a room and you just really love this room, you’ll start to notice it. Usually some of the same people are moderating again and again, you’ll start to recognize faces. And so those are what we call moderator teams. You’ll also see the way that teams work together. Whereas some of the hosts may leave for a period of time and they’ll really intentionally say,

 

Hey, listen, you know, Lindsey’s going to take over or Sarah is gonna take over. And so the moderator teams that are good moderator teams do a good job, communicating the fact that they are a team. And so when you’re in rooms and you see rooms that you want to be part of and you’re thinking, wow, I really could lend a lot of value to this.

 

Then talk about the opportunity of joining their moderator team. And here are my tips to do that. First of all, all of the hosts and all of the moderators, be respectful, follow the hosts and the moderators of the rooms that you want to speak up and raise your hand in. And just really a big advocate for that, that if you were going into a room and contributing in somebody else’s space,

 

that you should be following the host or the moderators that you know, at least those that you want to connect with, and those that invited you up on stage to speak. So that’s really step number one, step number two is follow their club. Make sure you are following the club of the moderator teams that you want to join or be a part of,

 

and then raise your hand to speak. Okay, here’s something I want to say about this. Don’t just join a room immediately, raise your hand to speak. Just like chill for a sec. Like feel the vibe in the room, listen to the conversation that’s already happening. Cause as soon as you’re brought up in stage rooms, run where you’ll either sit there for a really long time before you have an opportunity to speak,

 

or you could be brought up on stage and just be like fun right then. And somebody is expecting you to speak. So you really don’t want to be in a position where you come in a room, raise your hand to speak. And you’re like, Oh shit. Like what are we talking about? That’s really, really disrespectful. So just stay there for a minute,

 

get the vibe of the room and make sure that you can in fact lend some value to that room. Or if you have a question, please do not hesitate to raise your hand, clubhouses the place to ask questions. I know that there are some rooms that are really intimidating to ask questions for, or ask questions in. And I just want to encourage you to be bold,

 

speak up and ask what you want to ask. I also want to let you know that all of the rooms hosted under my clubs are really safe, great places to speak. Our moderator teams are amazing, and we really want you to always come into our clubs and raise your hand and ask any question that really applies to what we’re speaking about or how we can serve you.

 

Just a little side note. There, there are amazing clubs that have amazing welcoming moderator teams, obviously in addition to mine. But I do understand that sometimes it can be a little intimidating. So step number three, and talking about joining other moderator teams is raise your hand and ask to speak and add value to that room without selling. So if somebody is talking about a topic that is perhaps in your area of expertise or paired with collaborates well with your area of expertise and you want to lend to it,

 

raise your hand, ask to go up on stage when you’re invited to go up on stage, ask if you can contribute some value to the room. So first of all, you want to, you want to ask and be respectful for the moderators and just say, is it okay if I contribute some value based on a question perhaps somebody else had and don’t dine in dash,

 

okay. I called this like dining in dashi. Okay. When you go into a room and you’re up on stage, especially if it is a room comprised of moderators, and you’re really interested in joining their moderator team, stay there, like be present, show your commitment to the room and respect for the conversation and for those hosting that room. And of course for those people that are being served in that space.

 

So if you’re really trying to join a moderator team, I highly recommend that you intentionally be there. Like I say this all the time to my kids. And sometimes my students might business. Students is like this term be here. Now there’s a lot of multitasking. Like I just mentioned happening on clubhouse. You can be at the gym, you can be driving a car.

 

Most of us are, but still be mindful and present to the room that you’re in to be respectful of that space in stay, be present, continue to land value if you’re invited to do so and just stay as long as you are allowed to stay showing your commitment to that space and always lending with value, never leading with selling. You say that again,

 

always lending value, never leading with selling. In fact, when you’re joining a room where it’s another moderator team, you should never come up and pitch your own stuff. Period. You should only be lending value to that space unless somebody says to you, Hey, would you like to tell us what you do? You know, really who you serve and what programs are or what services you have available right now.

 

I mean, this is common sense. I think it’s common sense. You guys, you would be blown away by how many people, this actually is not common sense for, but be respectful. That’s all I’m saying is just chill. Be present, be supportive and be respectful. And then what you’re going to do is make sure you’re following all the moderators and the hosts in that room and ping the moderators off the platform and on Instagram and ask them,

 

compliment them, say, Hey, I love your rooms. I come every single week. You know, I’m showing up here consistently. I would love to add value. This is my areas of expertise or these are my superpowers. If you believe I add or could add value to your room, would you please consider allowing me to join your moderator team?

 

It just a very respectful, but it is important to ask because clubhouse is a busy place. And if you don’t ask for what you need, it’s going to be hard to get it. And so be bold, be respectful, show up to the room on a regular basis and then ask, in most cases you don’t want to just show up to a room.

 

You’ve never seen anybody before and ask them to join their mod team. They’re going to want to see you consistently and know that you’re trustworthy. When somebody adds you to their moderator team, they’re trusting you to serve their people. And that’s a great deal of trust and it’s direct representation of them and their club and their brand. So that’s how to join other moderator teams currently.

 

And I say currently, because clubhouses fluid, you guys, they are constantly updating this platform by the time this comes out, you know, we’ll have DMS in clubhouse and I don’t know, there’s no predicting, but I just want to make sure that you know, that the fundamentals we’re talking about here are going to apply based on however, the technology evolves.

 

And then the next thing I want to share with you, the final thing is how to create your own team, how to create your moderator team. So step number one is create your own club. You can create a club after you’ve been trusted by clubhouse. And that’s usually just a couple of days. You’ve kind of lost some lost some warning flags a year,

 

a newbie, but I would wait a little bit to create a club and make sure that you know, how your club is going to fit in amongst the other clubs and the value you’re going to bring to your space and how you’re different. So you can create your club. You want to brand it well, and just follow the steps that clubhouse has put before to create your club rules and club description.

 

And you also can put tags in your club about what the general topics that your club speaks to. Step. Number two is to establish a set schedule. You want to show up regularly. As a matter of fact, when I first joined clubhouse, we had to host regular rooms for at least three weeks in a row. In order for clubhouse to consider us launching the Sweetlife entrepreneurs club.

 

Now anybody can go in there and anybody can create a club, but it took us literally weeks and weeks of backlogs of proving that we were worthy in order to create a club. So you don’t have to go through all that. But I do recommend that you create a club and create a set schedule of when you’re going to show up every single week so that you can train your audience.

 

You can train your people. And not that you can’t change that schedule, but you want to start out with something set and something consistent. So plan your room schedule and your room content. What are you talking about? Name your rooms, really cool, catchy names. You know, open-ended questions for people to join that they know that they can contribute in your spaces.

 

And of course in all things, make sure that aligns with your brand and really how you want to establish your club as a leader and your company leading in a certain area of conversation. And then the next step is reach out to others and invite moderators who align with your brand and your voice and your mission to help co moderate rooms with you. Now,

 

there are a couple different strategies about how to go about doing this and they aren’t right or wrong. I’m just going to share with you the strategies and then you can choose what’s best for you. Strategy one is to find other people that do pretty much the same thing you do, other therapists or other fitness coaches, other van, life travelers, other surfers,

 

other speaking coaches, other graphic designers. So that’s step number one is finding other people that do the same thing as you and collaborating. I have hosted rooms in clubhouse with people that do very, very similar services to what we provide here in the suite company. And it’s so cool to be able to collaborate with them because still the people in that room,

 

they’re going to choose who they resonate with more. It’s not a competition in this space. So however you speak and show up. If you invite people to do the similar thing, some people are going to love you. And some people just aren’t and then that’s okay. Some people are going to want to work in your programs and some people are going to choose,

 

you know, the other moderator and that’s okay, too. So option number one is finding people who do pretty much what you do. Option. Number two is define those who provide different services and different areas of expertise, but who reached the same audience. So let me say that again, other businesses that serve the same audience, but they don’t do what you do.

 

And that’s the dream team that we have formed in our wave makers club. We have literally a business dream team of moderators and each person. And there’s usually a few people that have an area of expertise that are similar to each others, but we have created an entire complete pie. There are many pieces to a complete business, profitable impact business pie from Instagram strategy to how to use IgE TV.

 

You know, I have different experts that are on our moderator team, but one person talks about reels. One person talks about hashtags and of course, you know, marketing and branding and website development, but also leadership speakers and people that can come to how to delegate well, how to grow your teams. And so we curate a really amazing moderator team in that way that we go and we search because we know what the people who come to our rooms want and need,

 

and you can do the same thing. So whatever you do ask yourself, what are other things in my clients really, really need that we may not directly provide? How can I curate a team around like that dream team approach for our listeners in our rooms, that we can really curate a space where people want to come back to because they know that they are getting helped mindfully intentionally getting helped.

 

And then the last step, and this is just a logistical last step for you. I could do a whole I’d should, and we’ll do a whole episode on this is just to know, to create a back channel for your moderator team. You know, back channels are created primarily on Instagram, but also in text strings and WhatsApp. And so bring all the moderators who’ve agreed to moderate for you and your rooms into one place.

 

So you can communicate in the back channel while the room is happening live. I have had to numerous times send messages to my moderator T and saying, I’m so sorry, my dog won’t stop barking. Can somebody else emcee the room right now? Or I’m so sorry. I have to go potty, which like you got to go pee sometimes when you’re on clubhouse stages for hours and hours,

 

or I’m so sorry, I’m walking out of the grocery store, you know, having this back channel, sorry guys. I’m just keeping it real. That’s what I do. You know, having this back channel, just make sure your mic is on mute if you go pie. Okay. I mean this back channel and I’m communicating with your moderator team is really an amazing way to create a cohesive group of people that show up every single week.

 

And a couple of just insider tips that I do with my mob team. I usually present a question and the topic. So my moderator teams know what we’re talking about before every room. So they in their mind can start strategizing. They don’t just kind of show up to a room and be like, Hey, whatever. They already know how they can start strategizing and how they can help people in the room.

 

They also know how that topic can help their businesses grow. You know, our moderator teams they’re just to grow our company. You know, we love to position our moderators to help their businesses grow. It’s really a win-win win for everybody. It’s a win for us. It’s win for our moderator teams. And most importantly, it’s a win for the people that join our rooms.

 

So in summary, we have certainly talked about a lot today. This is how to build or join clubhouse, moderator teams, moderator dream teams. And that is a term that we use in clubhouse. That’s actually a term that we use in our business. We have business dream teams for our clients as well. And I’m so happy to be able to have an opportunity to talk to you today and to share these strategies with you.

 

If you would like more help on this, please join me on Wednesday at 12 o’clock and our suite life podcast live room under the Sweetlife entrepreneurs club. And we are here to pour into you again, this is episode number 227 at the Sweetlife entrepreneur podcast. And all of the show notes can be found by visiting Sweetlife co.com click on the podcast. And this is episode number 227 and next week in episode number 228,

 

we have Ashley Wilkerson who is an absolute clubhouse powerhouse as a guest on the show. You just wait, you are in for a treat. She breaks down her entire methodology on how she helps women build a pink print to achieve your dreams. It’s amazing. And I can’t wait for you to hear her speak. Thanks so much for tuning in and being a faithful listener of the show.

 

Take a screenshot of this and tag me at April beach life on Instagram. And I will message you directly with the link to join our rooms this week so that you and I can personally Connect be awesome. I’ll talk to you again next time. Bye bye for now.

Episode 226: How To Use Clubhouse To Grow Your Business – with April Beach

SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Download the Ultimate Guide To Online Business Models

Who This Episode is Great For:

This is a great show for entrepreneurs and companies who want to understand Clubhouse.

Summary:

Clubhouse is a social audio app that enables conversations. It’s a great place to show your expertise by lending valuable information to live conversations. Clubhouse is also a great place to learn from others, network, build your brand, curate collaborations and simply connect with like-minded people with similar interests. Clubhouse is also a perfect place to find your ideal clients, and this is what we’re discussing on today’s show. 

At the end of this episode you will:

  1. Understand how to increase brand awareness on Clubhouse
  2. Understand how to write your Clubhouse bio as a multi-passionate entrepreneur
  3. Know how to funnel people off Clubhouse and into your business

Resources Mentioned:

 
 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the suede life entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator a probate. Hi everybody. I’m so excited to have another conversation with you about clubhouse. In today’s episode, we’re talking about how to use clubhouse to grow your business. And I’m going to give you some examples of how you can dive in on the app,

 

whether you’re building a personal brand or a company brand, or whether you’re just not exactly sure what direction and what positioning you want to take professionally using the clubhouse app. So today this is what we’re going to cover. We are going to cover the fact that clubhouse is the place to be. I am not joking you the place to be, to build your personal and business brand,

 

to connect with amazing people and really how to understand how you can use this app. It’s a great place to show your expertise by lending valuable information to live conversations. But I also know, and fully understand that it’s kind of confusing for some businesses, depending on what niche you’re in, or maybe it’s even a little overwhelming. Now, even though the app is still in beta mode,

 

beta testing at the time I recorded this episode for you, you know, you go in there sometimes and you’re in rooms with couple thousand people. That can be a little intimidating. So I’m here to help you onboard. This is an extension of the last podcast episode we did for you. Episode number two Oh nine, if you have not yet listened to episode number two Oh nine,

 

about how to get started on clubhouse. Take just a second. Go listen to that episode first and then come back here. This is episode 226. So if you’ve not listened to two Oh nine and you’re just getting started from scratch on clubhouse, go listen to two Oh nine first and then come back and reconnect with me here. I will be here waiting for you.

 

Those of you guys who are ready to dive in more and know how to use clubhouse to build your business, to increase sales. This is what you can expect at the end of today’s episode. You can expect to understand how to increase your brand awareness on clubhouse, understand how to write your clubhouse bio, especially for those of you guys that are multi-passionate entrepreneurs.

 

We’re going to dive into that and just jam on that a little bit. So I can give you some direction and clarity, and you’re going to know how to funnel people off of clubhouse and into your business. This podcast episode is for those of you in any phase of my sweet life business roadmap, that start to scale up system that tells you what phase of business you’re in.

 

So regardless of where you are, this is a great episode for those of you in every phase of business growth and development, all the show notes and everything we’re talking about today, of course can be found by visiting Sweetlife co.com. And this is episode two 26. And before we dive into the meat and potatoes here, I have a very special bonus to this episode.

 

If you have not grabbed it yet, it is the ultimate guide to choose the online business model. That is right for you. It’s an amazing guide. There’s over 15 pages in there that break out the difference between memberships and courses and masterminds. And I break out and explain to you how watching each one of those will affect your life. What the lifestyle side of it looks like.

 

So if you haven’t yet grabbed it, definitely pause this episode and very simply just go to April beach.com forward slash guide. And you’re going to get taken directly to the page where you can download that and access that right away. So it’s a really special bonus episode that is with today’s show. So if you’re ready to know how to grow your business by using clubhouse,

 

let’s go ahead and dive into today’s episode. Okay. So let’s first start talking about what is clubhouse, right. Again, if you haven’t listened to episode number two Oh nine, please go do so. Otherwise let’s keep going. Clubhouse is a social audio app that enables conversations. It’s a great place. And I mean, a great place to show your expertise by lending valuable information to live conversations is also an incredible place to learn from others network,

 

build your brand curate collaborations, and simply connect with other people that are like-minded. They have similar interests as you do. And clubhouse is also a perfect place to find your ideal clients. And this is what we’re talking about on today’s show. So let’s go ahead and do just a little teeny recap of episode two Oh nine, to make sure that we are all on the same level base information of what we’re talking about.

 

So the thing with clubhouse is clubhouse enables human level conversations, human connection. It is a place to have actual real life, real time live conversations. So I want you to imagine being on clubhouse as if you have gone to an in-person networking event and you’re having amazing conversations, you’re sharing what you do. You’re listening from other people who are sharing their magic.

 

Usually there’s probably somebody who is the host of that networking event. And they’re kind of orchestrating that event. That is what it’s like to be in a clubhouse room. You show up to this networking event. There’s one person who’s usually the primary host of that particular one room. And they have other people that are there helping them moderate. They are leaders in creating the great networking environment.

 

That is what it’s like being on clubhouse. It’s an excellent way to build relationships with people you have never met before. And it is rare time right now at the recording of this show, where I was in a room last week, listening to MC hammer. And there was only 50 people in that room. So there’s an amazing opportunity to really connect with people in a very real level.

 

And I understand if you’re listening to this and it might feel a little frustrating if you aren’t on clubhouse yet, even if you’re, you know, especially if you’re an Android user, but we do have great news to you that they are rolling out beta testing for Android right now. So all of us are going to get to hang out there together on clubhouse very,

 

very soon. So when we’re talking about clubhouse, I want you to understand that clubhouse creates an instant warm connection with you and somebody else. You have just had a conversation with somebody else, or somebody just listened to you speak. That is a very important thing as a business leader or an expert. We want the opportunity to get in front of people that we can serve and help.

 

And that’s what clubhouse does. So today I’m going to share three different tips, three different steps to build your business on clubhouse. And I’m going to do them in somewhat of a sequential order. So first I want you to do one thing and then the next, and then the next, and I’m also going to show you the flow of how we get people off the clubhouse app in,

 

into your business. How do we take them from that company to a client? Cause that’s what, that’s what you’re here for in this episode. So I want to make sure you know, that this is how I’m going to take you through this today. So step number one, what’s talk about your clubhouse, bio unwell, like other social media platforms,

 

where you really can’t say much about yourself. Clubhouse gives you generous space to share your expertise, who you help, what your intentions are for being there on the app. And your bio gives other people an opportunity to connect with you right there in your bio. You have a generous space of information and the top two lines are the most important part of that.

 

Because as nobody’s looking at your bio, they’re only able to see a short preview. It’s like, it’s almost similar to the same thing. We call it above the fold on a website there’s above the fold on your clubhouse bio. And it’s just first couple of lines. Not only that, those first couple of lines are also searchable. So what you put in there is very important for how you want people to find you and what you want them to know about you and getting them to trigger whether or not they want to keep reading on to read your bio more as an example,

 

the top couple of lines in my bio, the very first three words, our online business strategist. And so when you search me and clubhouse, I’m coming up all the way at the top when you search online business strategists, because I’ve been really yes, pun intended strategic about those words. That’s how I want to be found because that is what I do.

 

And so, as you’re writing your bio, I want you to know that it is really a piece of it content. So I want you to treat it accordingly. And I want you to go through outline what you do on the top and give people some really fun, special things to know about you. Also in the top couple, you know, lines of my bio currently in there,

 

it says lifelong lifestyle entrepreneur. That’s something that’s unique about me and a little bit different. And so I also include that in the top part of my bio. So your bio is a generous piece of space and you need to use it accordingly. It is truly a piece of content. Now, one of the questions that I often get actually all the time in clubhouse rooms is how do I share my bio?

 

If I have a lot of things going on, if I have a ton of different things that I’m working on and a ton of different things I’ve done, you know, what do I, what do I put in my out? Well, let me give you an example between my husband and myself, we own four different companies and I’m a nonprofit founder and I’m a mom of boys and I’m an author.

 

And, and, and you’re the same way. And I’m a podcast host. And so you want to be very good about using that space. Now here’s tip number one. You want to choose the primary business or service that you want to be known for. We’re on clubhouse, both here in your bio and how you show up speaking in rooms. That’d be very clear about what you do and who you help primarily,

 

but clubhouse is an amazing opportunity to share multiple things that you’ve done. Share your street, credibility, share the projects that you’re working on and share other fun things about you. So, as an example, in my clubhouse bio, you’ll find my expertise on top and some interesting, kind of funny quirky facts about me. You’ll find a statement of the exact problem that I solve and who I solve it for.

 

And some further street, credibility press different ways to connect with me, but also in my bio, you’ll find a list of funny things. Like I love taking fermented mushrooms and I’ve lived on my own since I was 13 years old. Those are the things that you’ll find. And so your bio should be a place where you can establish your expertise, but also a place where you can list other things that are very special about you that make you human.

 

And that is why this is such a powerful opportunity that clubhouse gives you. So please don’t overlook, creating an amazing bio. And with this said, I’m going to put a link in the show notes for this episode. My friend Mario Armstrong is like the bio King. He’s the one that taught me how to write my bio. And he has an amazing bio and furthermore,

 

she’s always updating it. So with that being said, I’m going to put a link to Mario Armstrong, and I want you to follow him on clubhouse. If you’re on the app and you are there already, or soon as you get on clubhouse, because he will always have this top notch example of how you write your bio on this app and create connections.

 

I also learned something very powerful from him that didn’t come from me. So I want to make sure, you know, it came from him and I’m just sharing it with you on today’s show. One of the things that he does it recommends for people to do is if you have very, very different companies, you run very, very different things that he actually writes up his bio and a note pad on his phone in when he enters different rooms,

 

he can very quickly copy and paste and change out his bios, according to the room that he is in. So that is a great tip from him. I have not done that. I’ll be honest. I have not personally done that, but I have, I know that he does that and I know that other people do that. So I wanted to share that tip with you on this show as well.

 

So step number one is updating your clubhouse bio step number two, connect your Instagram to it. And it should be your business. Instagram, if you have a personal Instagram, but yet you have a business clubhouse works in tandem with Instagram. So it highly recommends you connect your business Instagram. Or if you don’t have one, upgrade your Instagram to a business account conversations that happen on clubhouse,

 

get taken off clubhouse and they become conversations that happen on Instagram or Twitter. I’m going to talk and dive into the Instagram aspect of it because most people use Instagram and connection with clubhouse. Currently. Now this is what is important about this. When somebody meets you or hears you speak on clubhouse, or maybe they just are standing next to you in a room and you aren’t even speaking on a stage and they,

 

because there’s nothing else for them to look at, see your amazing profile picture, click on it. And then they go and they click from your bio. There’s a direct LinkedIn. They’re going to check you out. One of the things that’s important is your Instagram should back up what you say in your clubhouse bio. And it should back up what you speak about on clubhouse stages.

 

Your Instagram is an extension of who you are and how you show up on the clubhouse app. So what happens when you do this well is your Instagram starts to grow as well because people will follow you on Instagram from clubhouse. So it’s very important that you understand that the conversations that happen on clubhouse, then get taken off the app on to Instagram. And here are some tips of how you convert people from clubhouse.

 

Even when you’re speaking live on the stage, send them over to their Instagram, to book or buy for you from you. One of the most important things that you can do if, and when you are a hosting room in have an opportunity to share how to work with you is to give very clear instructions on what people should do. I’ve seen it done a million different ways that are not clear.

 

And I want you to know the clear way to do it. As you were speaking on stage, I want you to give clear instructions to what somebody should do when they get to your Instagram account. You don’t want to just say, Oh yeah, just shoot me a message on Instagram, because then what we’re asking somebody’s brain to do is come up with what they want to say in that message to you instead,

 

make it very, very easy. I want you to come up with one key word and I want you to say, and if you were here in this room and you would like to connect with me more regarding what we’re talking about, or if you would like to download the piece of content, the lead magnet that I’m talking about, or read the article,

 

or, you know, join my, my event that I’m having. We’re going to talk about that here in just a sec, pick one word. So in rooms that I’m in, when I’m talking about how to create your suite of offers, I will say DM me the word guide right now, go to my Instagram. As I’m speaking, as we’re hanging out here in this clubhouse room and very simply DME,

 

the word guide, just one word, and I will send you the link on how you can grab my guide, see how easy that works. Instead of me saying, Hey, by the way, go send me a message and then I’ll send you the guide. So we want to make it super simple for them. Another tip that many people do as well is instead of sending you a DM,

 

they make a comment on your first post on Instagram. So if you want to increase the SEO in your Instagram and have people comment on your Instagram posts, you can very simply say to them, go to the first picture on my Instagram profile in DME, the word guide, and I will ping you directly and send you the link. So there’s a couple of different ways to go about doing that.

 

It’s very important that you connect your Instagram to clubhouse in that you have a system, a very clear system with very clear instructions. So people don’t even have to think you’ve made it so easy for them. And you’ve picked one key word, and that’s how we get them from the clubhouse app into a relationship with you. And then here is step number three,

 

step number three is answering the question. What happens next? How do I then get them from Instagram to a converted client? And so here are these tips. First one is have an open next step call to immediately available. Here’s some examples of what that could be. Number one, you can have an online scheduler, always sitting ready and waiting in the bio in the link tree or associate tab or link on your website where you share links from Instagram.

 

Totally ready to go. So there’s always a way to get people then from Instagram to have a conversation with you, you also should have links in your bio that lead to buying now or register now or download now. So the things that you’re talking about in your clubhouse rooms, you want to make sure they’re also live links in your Instagram for people to connect and grab right away.

 

You can say, and I will say it’s worked really, really well and beautifully for our followers. Who’ve taken off clubhouse into our Instagram is I do say sometimes, Hey, just go to the link in my bio and you can download this guide so they don’t have to DM me. And oftentimes I will actually get two different calls to action. Both of those have been very successful for us.

 

And so I wanted to make sure that I am sharing that with you. I will tell you, and you’ve, you’ve hung out here with me for a long time till the end of the show. So I want to tell you something and it’s a secret, but not so secret. In our first 11 days on clubhouse, we invoiced out $27,000 in business coaching.

 

And that’s really important to know, because I want you to know that what I’m telling you in today’s episode is not just me pulling this out of, you know, where this is, how we’ve built so many amazing relationships on club house, and started to be able to work with so many more clients that we would never have been able to reach. If it wasn’t through showing about then typically giving first and building relationships with the right people,

 

knowing who you serve is a very important part of enabling your leverage on this app, being true to who you are, understanding how to communicate the end results you provide. And if you do that, I promise you it will pay off in your business. And I want to see that happen to, for you, to you and for you. So just to recap today,

 

we talked about how to grow your business, your clubhouse, this isn’t some big funnel strategy. It’s common sense. That’s why it’s worked for us in so many people because it’s natural, it’s authentic. And it’s just common sense. If somebody loves what you have to say in a room they’re of course going to want to connect with you more in this as a process in which we do it.

 

So number one is making sure your bio is amazing. It’s very clear what you do, but also share some unique and funny and quirky things about you. That show that you are a human number two, make sure your Instagram is connected. And how do you communicate going to Instagram? Make sure you have a strategy of, of a word of a keyword that you can say when you’re speaking in rooms to have somebody download your lead magnet,

 

or they could perhaps just share the word to type the word schedule. And then the third thing is a conversion that happens in the next step. The third step is off Instagram. How do you get people then off Instagram and into a sales call with you into a webinar funnel or a live event? What does that next step of taking them off Instagram so that they can connect with you deeper and become a lifelong client?

 

If you’ve done a good job of building out your client journey services and a raving fan. And that’s what we’re talking about on today’s show. Thank you so much for hanging out with me. I absolutely love connecting with you as you know, thanks for being a faithful listener, especially those of you guys. Who’ve been listening to this show for over four and a half years.

 

And if you aren’t yet following me on clubhouse, I want to connect with you. I am very simply found it at April beach. And of course we have two brand new, amazing clubs that I want you to connect with. First of all, we have our podcast club, which is sweet life entrepreneurs and every single Wednesday at noon, Eastern time,

 

I host a room where we are rolling up our sleeves and talking about all these strategies. So if you’re listening to this live and you’re a subscriber to the show, join me at noon Eastern on Wednesday, and we will roll up our sleeves and help you work on your clubhouse strategy with you. Also, if you’ve never spoken in a clubhouse room before,

 

maybe you’re a little nervous to come to stage. Those are the rooms we host and that’s why I make a safe space for you. So please plan to join me on Wednesday. I can’t wait to get to know you. And then the other club that we have is our wave makers club wave makers is all about designing transformational, predictable measurable online services,

 

signature programs, and a suite of offers for high profit and deep purpose. Tuesday nights. Currently we are hosting wave makers rooms. So make sure you’re also following the wave makers club so that you can get access to those rooms. And I will, of course share all of this in the show notes for today, it’s show, which can be found by visiting Sweetlife co.com.

 

This is episode number 226 and left talking to you have an awesome day and I’ll talk to you on clubhouse.

Episode 225: How To Structure Your Suite Of Online Offers – with April Beach

SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Download the Ultimate Guide To Online Business Models

Who This Episode is Great For:

 

Summary:

Online services, courses, memberships and coaching programs are a great way to scale your business. However, how you structure your suite of offers can make or break your business. In this week’s show April Beach shares her Strategic Business Design Method™ and how you can design your company for long term lifestyle and profit goals now, and why launching any program outside this method is a risk. 

At the end of this episode you will:

  1. Get the high level steps of April’s Strategic Business Design Method™
  2. Know where to start when considering your offers
  3. Have clarity on what you should be working on right now

Resources Mentioned:

 
 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate guys, and welcome to So number 225 here on the sweet life entrepreneur podcast. We’re going to go ahead and dive right in today. And we were talking about how to structure your suite of offers.

 

I know this is a common question. I’m literally in clubhouse rooms every single week, talking about this, because there’s so many things that you could do that you could launch in your business to scale, but who knows is that the right thing for you? Is that what we really need for you in your company? And that’s is that really what’s going to equal the profit plan that you want.

 

So in this week show, I’m actually breaking down a process that I take entrepreneurs through called strategic business design. And so we’re going to dive into all things, how to structure your suite of offers to give you the results that you want. So let’s do a little bit of housekeeping first, and then we’ll go ahead and get started. This episode is for established entrepreneurs.

 

So this is for those of you guys who are in phase three of my suite life business launch system. It’s also called the start to scale up system. Basically it is a roadmap of five different steps and you know, which phase of business that you’re in, it’s really important. You know, where you are. So you know what you should be working on,

 

so you can scale your business faster. And so if you’re in phase three, this episode is for you. So keep tuning in here and we’re going to go ahead and dive in if you aren’t really sure what phase of business you’re in simply go to Sweetlife code.com forward slash quiz, and you can take the quiz there and get your exact download customized to where you are in business right now.

 

So this is what we’re talking about on today’s show. We’re talking about the fact that online services courses, masterminds, coaching programs are all a great way to scale your business. However, how you structure your suite of offers can make or break your business, your lifestyle and your profit plan. So on this show, I am breaking down my strategic business design method,

 

and I’m giving it to you high level, because frankly, it’s so simple. You can run with it high level right now. And I want you to leave this show with exactly what to do to get started to design your suite of offers. At the end of this show, you are going to know exactly the high-level steps of what that method is.

 

You are going to know where you can start right now in considering your suite of offers. And you’re going to have clarity of what you are going for in the future and how that actually equals the lifestyle results that you want. So if that’s what you’re here for this show is for you. Let’s go ahead and get started. Okay. Welcome. Thanks so much for hanging out with me today.

 

This is episode number 225 here on the sweet life entrepreneur and business podcast and all the show notes and everything that we’re going to talk about on today’s show can be found by visiting Sweetlife co.com, simply click on the podcast. And this is episode number two 25. And today we’re talking about how to structure your suite of offers. So I’m going to give you three high-level steps and within each step,

 

we’re going to break them down. So if you have a piece of paper and a pen, take notes, if you’re on the go join me in clubhouse live this week, because I’m going to be taking your specific offer design questions on Wednesdays at noon Eastern time. And if you’re not yet, you can follow me on clubhouse at April beach. You’ll get notification of that room.

 

And I would love to include you and workshop this with you. So let’s go ahead and dive in. First of all, let’s talk about why this is important. I coach entrepreneurs obviously all the time. That’s what I do. And what we’re seeing is a huge trend of companies coming to us, new and established companies coming to us who have launched a course or launched a membership,

 

launched a grouping of offers because everybody else is doing it. And a couple of things are happening. Number one, they’re failing, they’re falling on their face and nobody’s showing them number two, what they’re doing for the people that are successful, doesn’t really align with what they wanted to do and why they became an entrepreneur in the first place. And what happens is they are tapped out.

 

They haven’t designed their offers strategically in a way that is going to deliver a couple of things. Number one, the profit that they want. Number two, the lifestyle that they want and number three, the transformation that their clients want and need and deserve from them. So they’re tapped out. They don’t know how to do more. They don’t know how to create this,

 

what we call a suite of offers. And this is how we build profitable million dollar coaching businesses that if you want, if you do it right, you can turn around some day and sell it. And so what I’m going to do is I’m going to take you guys through high level. These are the three steps of my strategic business design method. And people fly to me here in Colorado,

 

all the time to meet with me for one day to go through this process with them. This is a very important process. And I really want to make sure that it’s in your hands. To course, I would love to have you join me here in Colorado or a virtual strategic business design session, but let’s get you started where you are right now and make sure that,

 

you know, the steps of going through this. When you go through a process called strategic business design, you’re going to end up in three to five years from now with a company that you really, really love. You’re going to end up walking into that brand influence that you’ve wanted. So what you want to be known for how you want to be seen,

 

and really in my opinion, one of the most important parts is you’re going to end up with the life that you you’ve listened to this show before. If you’re new, welcome. Hi, it’s nice to meet you. I travel with my kids four to five months a year, and it’s broken up. I’m always on a plane. We’re always somewhere adventuring.

 

And that is because I learned at a very young age from my parents, how to design businesses for lifestyle freedom in this as a process, really high level. And so I want to make sure you have it. So let’s go ahead and dive into step number one. And I’m sure this sounds so crazy. You’re like, Oh my gosh, this isn’t,

 

this isn’t revolutionary April. When I tell you what step number one is, but it’s really important to most people skip it. So step number one is starting with the end in mind. See what I said? You’re probably thinking, Oh great. I’m listening to this podcast. And I’ve already heard all this before everybody says, start with the end in mind,

 

but let’s, let’s actually talk about what this means for you and why this is important. So starting with the end in mind means that you’re going to take a second. And I really mean take a second, just sit for a minute and stop in envision. What do you want your average week to look like in three to five years, that means who do you want to be working with?

 

What do you want that to actually look like? So I want you to dive in. I want you to close your eyes unless you’re driving, don’t close your eyes and I want you to picture yourself, what are you doing on an average week? And in an average day, what does your average day look like? And perhaps what is your average month look like?

 

And here’s some questions I want you to see in your own mind when we’re going through this exercise, how are you working with your clients, for your customers? What does your interaction between you and your customers actually look like? Where are you working from? Are you working from an office space? Are you working from your home? Are you working from a sailboat?

 

Where are you working from? I want you to really feel both of those things. Cause both of those things that equals the business model, we need to design for you. And then, I mean, it’s not just a pipe dream and that’s why this is pretty crazy deep, strategic business planning. This is not a business coach coming in here and saying,

 

decide that you want to be on a boat. You’ll never get that from me. We need to talk about where you want to be. And I’m going to give you the exact steps to actually make that happen. The next process is I want you to go through and who are you talking to? Who are you working with? Who flows through your day with you?

 

Who flows through your activities, who is on your team and how, what, how are they operating? What does that look like to you? The next question, after you go through and imagine that I want you to figure out what is happening. That is not work-related and this is where the lifestyle entrepreneur aside comes into play. What are you doing?

 

That’s not work-related. How are you interacting with the people that you love? What does that look like in? What do those relationships look like? And then when you go through this process to actually envision this three to five years from now, really want you to see it because these answers equal the business model and they are going to lead to the suite of offers that you’re going to want to create in your business.

 

Along those lines, I do have a tool for you. Go grab it. It is a 17 page ultimate guide to online business models. If you have not grabbed that yet, grab it. It breaks down every single type of offer structure that you could do for an online business. And I tell you exactly how it’s going to affect your life. You can grab that simply by going to sweet life,

 

co.com clicking on podcast number two 25, and we’ll make sure there’s a link here for you in the show notes. So that’s step number one is starting with the end in mind, but I need you. Most people actually don’t go through this process because of the fact that they think it’s just this pipe dream they’re building. Now we’re going to go a step deeper.

 

We’re going to reverse engineer it even more. So hang with me here. Okay. So after you’ve gone through that process to really figure out what that looks like for you, what you want that to look like for you? Step number two is curating your suite of offers, programs and products. So here is what I mean by this. What programs do you offer under your business and your brand?

 

What types of programs do you want to offer to people? What do you want to be serving them? In what regard? How do you want to be coaching them? What type of results you want to give to them? So what programs plural make up your suite of offers? The next question to that is what are the business models of each one of those programs you could in your business only have one signature program that brings in half a million dollars a year.

 

You don’t have to have multiple programs, but most companies do. I’m a big advocate for multiple streams of income. And frankly, you know, if you only have one program, we’re not really creating a journey for your clients to grow with you and to keep clients long term. And so I am a big advocate of creating a suite of programs that creates a journey for your clients to work with you for years and years to come as they grow.

 

So in your mind, what programs are you offering when you imagine yourself, five years down the road from now, and what is the business model of each offer and what I mean by business model? These are the common terms is one of course is one, a membership site is one a live virtual event. Do you have retreats? Do you offer one-on-one coaching?

 

What is the collection of programs and the business model of each that is going to help you get to where you want to be doing in an average week, in an average month and an average year in here’s one thing I want you to lean in on. And we do talk about this a lot in clubhouse. This is what we teach in my masterclass on how to create your signature programs is I don’t want you to be afraid to create a custom business model and deliver your programs in a way that meets your needs while also still delivering a transformation to your clients.

 

If you want to do a hybrid mix of models, which every single one of our clients are now, don’t be afraid to do that. Don’t be afraid to think outside the box. And of course, what you create here and what we’re thinking about and workshopping in your brain right now in this podcast, it’s going to change as technology changes. And you know,

 

we get three, five years down the road and we bring in artificial intelligence and virtual reality and all these other cool, amazing things. But we need to start with somewhere and I want to make sure you have the roadmap to do this. Next question I want you to ask is what digital or physical products also make up your offer suite? Do you have any,

 

do you have a book? Do you have t-shirts that you sell? You know, what sort of digital or physical products might also be in that suite of offers? Are you writing your third book or your fourth broker? Are you launching a podcast? What other ways are you contributing to the excellence of your clients? And then here is where the hard work comes in.

 

And this is where most of you guys are going to totally do. But those keep listening are going to be the ones that actually build the life that you want it, your business. The next part is to value and create a profit forecast for each one of your offers. So you need to sit down and write the forecast of sales for each one of your offers and the value each one of your offers holds separately and collectively in crunch those numbers and make sure they’re going to equal that lifestyle you want.

 

And then the third step is to Herman, what do you need to build right now? What do you need to start building right now in the next 30, 60 or 90 days? What’s the top signature program that you want to launch or gain traction on first? What do you want to be known for first? And most importantly, how does this first program,

 

we are launching fit into that longterm suite of offers. And that’s what I want you to lean in on. And those are the questions that you should be able to answer. If you can not answer those questions, you know where to find me, this is my jam. This is what I do. You can send me an Instagram DM. I would happy to be happy to set up a strategy session with you.

 

But the first thing is we need to do one thing really, really well. We can’t do all the things at once. And it’s also really hard with all the noise across marketing to become known for something. So I want you to lean into this one first signature program that you are building, and you need to see and understand how that fits, how that one brick,

 

if you will fits into the bigger house that you’re building with all the other bricks or signature programs that you will create. And once you nail your signature offer, once you’ve scaled, this first that you’re doing in that includes the program delivery, you’ve reached your first benchmark of your profit goal. Then you can move on to developing the next program in your suite of offers.

 

And as you go, and as you grow, your clients go and grow with you. It’s an amazing thing. And when it’s well thought out, and there’s a strategy, I guarantee you, it works every single time when we don’t add in strategy and tactics to creating business design, that’s where entrepreneurs run into trouble. And so I wanted to download you on this today,

 

and I wanted to give you these really three high-level steps. Literally people fly to me in Colorado to spend a day with me to go through this and design this for their company. And I want you to have these tools to your you’re my people, you’re my podcast family. And thank you so much for listening to the show. And I’ve been getting a lot of questions about this lately.

 

And so I really wanted to make sure that one of these shows here, as soon as I could fit it in, we were talking about these high level steps. So this is my strategic business design process. And I want you to have it. Let’s go ahead and recap. They’re very basic, right? It doesn’t have to be complicated to build a profitable business is a matter of fact,

 

simple is what creates traction, both for you and for your followers and for your students, your clients, your customers. So number one is starting with the end in mind, but in a much deeper way than you have done before, it’s understanding how, what you want your life to look like is controlled by the business model. You choose. Number two is curating your suite of offers programs and products,

 

and not only doing that, but then going the extra step to creating a profit forecast for each of them and understanding and making sure that the hard work you’re doing is in fact, going to equal the profit that you need in order to create the lifestyle and the impact that you want to make. And then the third step is to understand what you need to do first and build right now and the next 30,

 

60, 90 days, what you need to be leaning in on what signature program that brick and the, in the big building of your whole house has to happen. First. What’s the first brick that has to be laid. And this isn’t for new businesses. As a matter of fact, if you are a new business, thank you for listening to this,

 

but these are the things that we work with with established companies, established experts that are scaling offline to online, or who have just done a lot of things. I think one of the biggest confusion, places in this are companies and entrepreneurs that have launched a whole bunch of things. And it’s all just a bunch of things thrown out there. There’s no strategic business design plan.

 

And so it’s taking what, you know, what you’ve done well and putting it into a strategic plan because I really, I want you to have what I have. I feel so blessed, but it’s taken a lot of hard work and it’s a lot of strategy. And it’s a lot of understanding how the importance of reverse engineering, your business model equals that lifestyle and that,

 

that you want. And so this is a wrap on today’s show. I want you to lean in from here, and I would highly recommend connecting with man clubhouse. I would love to workshop with you on this in lean in. And instead of saying, I want to launch a course or I want onto a mastermind, or I want to launch a membership.

 

I recommend that you go through the process of strategic business design to understand how it affects your life. And truly what’s the best transformation that you can give to your clients. Are those business models, truly the best ways that you can get them, the transformational predictable measurable results that we want you to give them in your suite of offers. So that’s what we talked about today on the show.

 

Thank you so much for spending time with me here. Again, this is a sweet life entrepreneur and business podcast, episode number 225. I know your time is super valuable. So I hope that you felt that it was valuable spending this time here, listening to me, and I would love to connect with you further. As I said on clubhouse, you can follow me@aprilbeachandalloftheshownotesandeverythingwetalkedabouttodaycanbefoundbyvisitingsweetlifeco.com,

 

simply click on the podcast button. And this is episode number 225. Thanks so much. And I can’t wait to talk to you guys again with another proven business training. You can take it Next week. Bye bye. For now.

Episode 224: What’s Your Brand Archetype – with April Beach and Carrie Thomas-Omáur

Carrie Thomas-Omáur SweetLife Entrepreneur April Beach

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

 

Episode Bonuses:

Take the quiz to find out what phase of business you’re in. www.sweetlifeco.com/quiz
 
Join us live on Clubhouse every week at 12:00 PM Eastern Time to get your personal podcast episode questions answered. https://www.joinclubhouse.com/@aprilbeach

Who This Episode is Great For:

New or established entrepreneurs who are struggling to differentiate your brand from others.

Summary:

Struggling to stand out? Perhaps your business has been rolling for some time, but the seas are getting crowded and you’re not standing out. It’s time to brand outside the box. In this episode brand personality specialist, Carrie Thomas-Omáur explains how to understand your customers’ core drivers to connect on a right-now level and create raving fans by understanding your brand archetype. 

At the end of this episode you will:

  1. What really drives your clients to buy
  2. Your customers thought process when considering your offer
  3. Understand brand archetypes and how to find yours
  4. First steps to laying out the visual representation of your brand

Resources Mentioned:

 
 
 


SweetLife Podcast™ Love:

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

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. Hi everyone. And welcome to it. Episode number 224. Thank you for joining us back here at the sweet life entrepreneur and business podcast. And today I am joined by a very special guest. Who’s going to help us dive into brand archetypes the way she teaches it is so easy to understand.

 

And so I can’t wait to get into today’s episode, but before we get started, just a little bit of housekeeping, first of all, if you are not yet following us on clubhouse, please do. So. We host a live clubhouse room every single Wednesday at 12 o’clock Eastern based on this week’s podcast. So if you’re listening to the show and it drops on Monday,

 

and you’re a subscriber of the show and you have questions and you want us to dive into your business with you and answer your specific questions based on the content we’re talking about on this week’s podcast, we do it every single Wednesday on clubhouse faithfully at 12 o’clock Eastern time, and you can join me and my guest and this week it is Carrie. I’m so excited and we are here to support you.

 

It’s an extension of this podcast, a free service, and part of, one of the many outreaches we like to do here as a business here at the sweet life entrepreneur podcast. If you’re new to listening, we give you tools and proven business coaching and strategies for decades and decades that have been proven that you can bank on. And one of the most popular tools that we have,

 

I want to share with you, if you haven’t grabbed it yet, is the lifestyle business roadmap. I call it my start to scale up system. And that is a very quick short self-assessment that you can take to find out exactly where you are in the process of designing and launching and scaling a business for high profit and deep purpose. And you can take that self-assessment simply by going to sweet life co.com

 

forward slash quiz. And when you do, I’m going to give you a specific customized list of exactly where you are in the process of growing and scaling your business. And you’re going to get a pinpointed checklist of what you should be focusing and working on right now. So you can go grab that@sweetlifeco.com forward slash quiz, and please join us on clubhouse so we can get to know you and know all about your business.

 

All you have to do is follow me on clubhouse at April beach. The link is also in my Instagram bio at April beach life. And I would love to connect with you further and take your questions. Okay? So today’s podcast is about brand strategy. I love how my show is about brand strategy today. We’re talking about really, what is a brand archetype?

 

How does this fit in? And when I sat down with our guest, you are going to love her, by the way I met her on clubhouse. So we love the collaborations that are happening on that great app, very real time and authentic. And her name is Carrie, Carrie Thomas Omaro. And I want to make sure I’m pronouncing her last name correctly.

 

She has a beautiful last name. She is a branding expert, and here are the things that you can expect from today’s episode. You’re going to understand your customer’s core drivers and motivators and how they fit into your brand strategy. You are going to understand brand archetypes in general, and you are going to know how to exactly create raving fans from your brand archetype.

 

So let me go ahead and give a formal introduction. Carrie Thomas Amaro is a former corporate rebel turned entrepreneur. She’s a branding extraordinary Carrie’s top mission is to help entrepreneurs build premium brands to increase their visibility, credibility, and profitability in the business market. Carrie believes there are so many good people with amazing messages and MIS and missions that can really be impactful to others,

 

but they lack visibility. Raise your hand if that’s you, you have an amazing world changing message, but you’re just not exactly sure how to get that out to the world. Then this podcast is for you, Carrie dives, into her personal story and how she literally fell into brand strategy. And because of this, well, maybe godly accident is some people might call it.

 

She is become a leading brand strategist, and I know you’re going to be able to relate to her. I can’t wait for you to connect with Carrie after this episode on clubhouse with us. And let’s go ahead and dive into today’s show. All of the show notes can be found by visiting Sweetlife co.com. And this is episode number two, two, four.

 

All right, let’s go ahead and dive in. All right. You guys welcome back to another episode here on the show. I am super excited to be connected with Carrie and to bring you Carrie’s genius today on the podcast. Let me give you a little bit of back story, Carrie and I met on clubhouse and immediately when I heard her speak, I was like,

 

Oh my gosh, I want to hang out with her. I want to learn more from her. And you’re going to know exactly why if you haven’t met her already yet on clubhouse today’s episode. So Carrie, welcome to the sweet life entrepreneur podcast. And so excited that you’re here. Tell everybody a little bit about how you became such like a brand whisper.

 

You’re like the landing branding, Ninja genius teller. First of all, thank you so much. Like it literally means the world, like for you to invite me on show, literally all The things. So I actually started in this journey. I used to be, well, I have my degree in human humanistic psychology. So I’ve always wanted, like,

 

even when I was little, like I used to always be like, why do people do the things that they do? Like, what are the things that make them like, make the choices that they make? So I was doing that, that my degree in human psychology. And then I actually got a job. It was actually thrown at me. I was working at a restaurant,

 

like, what am I really like? My, my brother. He was like, Hey Kara, I want you to run my restaurant. And I’m like, you not, never did any of this ever in life. And he was like, yeah, but you’re smart. You’ll figure it out, figure it out. So I did that and I remember like the most pivotal moment.

 

That’s why I was like, I gotta get my stuff together. It’s like he was a pizza place. And I was like doing the order and stuff. And I was like, okay, we need cheese. I was like sick. Not knowing that this was like six boxes. Is that like, It’s bulk ordering. I definitely originally spent a lot of time in restaurants,

 

so I absolutely totally know what you’re talking about. Yeah. And it’s funny. Cause he left me, like, I would say at least three weeks, then he left me to go on vacation for a month. But like I’m over here, like trying to do orders and do all this stuff. And I’m just like, well, the shipment comes in.

 

It’s like all the shift keeps coming in and they’re like, what is your I’m? Like, I ordered like snakes and it’s like, each box has 12 bags and I’m just like, okay, let’s figure this out. So we have key pieces of dollars slice it out. But actually it’s funny. Cause everybody always asked me like, how did I start learning all the things that I learned that mistake,

 

like we were very new in business and I was like, we have to get people in these doors. I have all this chief Shamar comes home in two weeks and he’s got to literally like yell at me and cuss me. Yeah. I have to figure this out. So I was like, I need all the people around us. Like, no we’re here.

 

Like how can I do it? And I was like, well, what would be the easiest thing to do? And I was like, easiest thing to do is like to get in touch with all the restaurants and businesses around me to know us to come over. So Lily, what we did, I was like, Hey, we got this chief.

 

We’re going to give everybody a free cheese pizza. We’re just going to drop it off. So I literally just started dropping off cheese pizza and me happy personality. Hey, thank you guys so much. My name is Carrie. I’m the manager. I probably seek the pallets. I just want to drop off this chief. Please let me know if you ever want to come hang out.

 

I’m always there. My team’s always there. We would love to have like literally just everywhere, like just drop it off cheese pizzas, the glory I’m like Oprah, which it was so crazy. Cause literally like within a week people just start coming and they were like one, they were like here, like no one’s ever dropped this off pizza. And then like,

 

you were just like, your energy was just so amazing that we just went to come hang out with you. So literally like people just start coming and coming. Luckily all the pieces, all the cheese was Columbia before he came. So that was good. Yeah. But that was when I realized that I was like in business, you need to double down on what you’re good at that.

 

For me, it’s always been connections and relationships. So I was like, I’m going to have to double down on this. I’m going to have to create this visibility strategy and what I start calling with a fat visability. So like literally I want to be extremely visible to every business within five minutes, like around the perimeter. And that’s what we did.

 

And we were able to become extremely profitable in the business. And I did that for about two years, but like I just graduated from college and it wasn’t cool to have that type of insurance anymore. So I had to go into corporate and I did corporate restaurants and I actually was at felt like corporate working on the opposite side as a business consultant, working with franchisees have increased their visibility and profitability.

 

So that’s what I was doing. But the whole time I was still with my thoughts of like, how can we get people in the restaurant? How can we change the perception? Because of course the way big plays, how come change perception, especially when there’s so many subways, how can we make this the way the go-to set weight in terms of everybody else that’s in the area.

 

And that’s what we kept doing. How can we do the things? How can we do it? And sadly, my father passed away March of 2019 and that’s kind of when I was like, I wanted to do more. My dad was in the military for 26 years. He may so much impact. And he replies, like I remember at the funeral,

 

they were like, I had one conversation with Paul and like literally my life changed. I was like, Oh my gosh, one call like one conversation. And that’s when myself, I want to do more. I wanted to do more outside of that. And one of my franchisees, he always used to say that, cause I made those schedule and I didn’t really work a lot of hours.

 

She was like, here, you need to do something like start a business. And I was like doing what he’s like, and I was going to do it in restaurant. But after my father died, I was like, I really want to work with impact or entrepreneurs. I want to work with people who have missions and messages that they want to get out,

 

but they’re not visible. They’re brands. Aren’t in alignment with who they are. I need to help them get visible so people can like, so the impact that they want to make, they can find, make it. First of all, I’m so sorry. You lost your dad. I lost my dad six years ago and I still every single like week or so,

 

like pick up the phone to call him and then remember he isn’t there. It’s really, really tough. And sometimes having a vision into seeing something differently, whether it’s, you know, what happened to you is just such an eye-opening thing. And I I’m sorry that happened, but I also love your story because it’s usually something like that and it makes us stop and be like,

 

okay, Hey, wait a minute. Am I really where I’m supposed to be in my actually using my skills? The thing I love about what you said brand strategy, is that what you have taught these businesses to do. Isn’t this like, you know, Proctor and gamble or Budweiser or huge big brand strategy. You’re really talking down on this level to these what we call micro businesses.

 

Okay. Like 90% of our listeners is a show where micro businesses wouldn’t qualify to be a small business cause that you can have up to a hundred employees. Right? And so these micro entrepreneurs that have very, very small teams and the concept of being the go-to business, not for everybody, but just within this fear of influence, granted it’s different. We’re talking about online business is so simple.

 

It’s yet so smart. And so I love what we’re going to dive into today on this show. And thank you for sharing that. I think that so many are like I did years and years and years waiting tables and bartending, my husband was in the restaurant was in corporate restaurants. There are so many entrepreneurs that are from the restaurant industry. It’s because we are bad-ass and multitasking actually I’ll say that if you can,

 

if you can be in the restaurant industry, you can do anything, anything. I usually do fine dining. And I think that’s what I was like, Oh, I can do all things out. Right? Yeah. I did find dining. Like at the end I did find dining and I was like, man, I actually should have been doing this.

 

I sell $300 bottle of wine, make as much money as I did. You know, back when I was 17 serving vegan food across a bar, but you know, it was great. It was, it was good experience. And so diving into, you know, kind of brand strategy, some of the things that we’re going to talk about today in our audiences want to know my people ask me this,

 

your people ask you this, like this is the thing they want to know. And we’re going to break this down for you guys today on the show. The biggest question is, is how do we build this business and personal brand at the same time? How do we know the balance between, you know, what we’re sharing out there as a company and what we’re sharing out there as a personal brand,

 

as a human that kind of behind the scenes and you have three different things you’re going to take us through today, which I’m so excited to talk about. And so the first thing that you say in your process that you bring people through in branding and strategy is understanding your customer’s core drivers and really like what keeps him up at night. Can you elaborate on that?

 

Teach our listeners, that process and this being step number one. Here’s what you guys got to do in order to tap into this level of influence. Yeah. So what do you want to do is you really want to understand who they are. So of course, like people say like, what books do they read? What Facebook groups that, Hey,

 

that’s great. But you also want to really understand the psychological like back, like who motivates them. Like when they have a bad day, what, like, what are the things that kind of gets them out of? And the way that you do that is the easiest way to do that is by start talking to your customers, like start asking those personal questions.

 

I have that relationship. Cause we were like, Hey, you know, I know that was crazy. Like you were doing that launch. I know it was a little rough. Like what were you kind of going through? Like, let’s talk about it, let’s see if we can adapt to it. So next time they might understand what you’re doing next time we can fix it.

 

And a lot of times they were like, you know, Carrie, like I want like, I really, really want to be able to like be there for my family. I want to be able to create this life for my family. So that’s, what’s keeping them up at night. Like that’s the thing and you’ll hear it. They’ll tell you.

 

And they’re like, I want to be able to do this with like every time I feel like I’m getting almost there, I just can’t take that leap. So having those interviews with your clients and actually listening to what they say, because I think a lot of times we don’t really listen to what our clients say, but actually listening and then actually diving deeper,

 

say, okay, like, so you really want to help your family? Like what, like what are you trying to do? Like, what do you want to do with your family? I really want to put my daughter in private school. I really want, I really want my wife to be able to homeschool like our youngest stuff like that. Having those conversations is what is going to be able,

 

so you can understand how to communicate with them and how to do those other people that we’re going to talk about in a way So smart. Okay. So first of all, people don’t like taking time to do this and it’s the best market research they can do. And it’s the most direct. And I love that you said that because a lot of entrepreneurs,

 

like we are solutions finders, so we just want to solution and be like, Oh yeah, yeah, it’ll sell. And I love that. You talk about how important it is to actually talk to your audience for sure. The best market research. If you guys are not on clubhouse with me and Carrie, you should go and clubhouse. Cause it’s like market research gold.

 

You can just room about a question that you want answered and you’re going to get all that feedback. Some you don’t want, but some really great important feedback regarding what, what you guys are trying to do. And so understanding basically what keeps him up at night and the things that matter to them that do not have anything to do with what you’re selling.

 

That’s what I heard what you said. Oh, I like that. I like that. Yeah. It’s funny. Cause I feel like I’ve been, I’m always on the soap box is especially because we’re all entrepreneurs just because we’re an all white space doesn’t mean that our clients are just like these people laid at people. They’re real people in the real world with real life,

 

things that are going on every day and those things just because they’re on the screen, it’s still happening. So you have to take time and ask those questions and try to figure out what is their real day to day life. Like for me, I’m a at, so I get up at seven o’clock in the morning to homeschool my knee, that there is something that up and that’s a driver for you.

 

And, but it very impressive by the way, just so you know, your superstar rockstar For sure. But very important. Okay. And just understanding Those other drivers behind the scenes and like the second thing you had said in this, like really kind of pulls off of what we were just talking about is understanding your brand archetype. First of all, can you please explain to our listeners that don’t even know what a brand archetype is?

 

Like, what is the definition? What is a brand archetype and then help our listeners understand how to utilize? Yeah. So the easiest way to explain what a bread archetype is, if everybody is familiar with Maslow’s hierarchy of needs. So everybody has certain needs and desires that they have to get to be able to survive and feel like they’ve made the next step.

 

So of course, you know, water, shelter, money, commitment, relationship, that’s what people need. Those same things that they need are the same things that go into the bread archetype. Like they have the hero brands, musician brands, the innocent, the Sage, like all those are different bread archetypes, but all of those are based on the core needs that we have Nate.

 

So what happens that how to really leverage it is a differentiation factor. So a lot of times, especially right now in social media of everybody came online. But a lot of people that do the same thing, like I feel like you’re gonna throw a rock in social media and he had a bread strategy. Yeah. But because they haven’t leveraged a brand archetype,

 

they’re speaking the same language that everybody else and speaking actually create a brand archetype and speak in that language. You’ve differentiated yourself. And you’re actually now tapping into the coordinate and core desires of your dream client of your Raymond band. So now when it comes to your offers and your services and your updates, they’re like, Hey, I’m going to listen to this person because they’re speaking to me is that it’s speaking to every black everybody else.

 

And it’s what we call is that the true foundation of creating a frictionless print. Wow. Okay. And one of the things, one of the notes I took and we were talking a little bit behind the scenes in planning, this show is that people go to the brand that understands their thought process. And I thought that was so smart that you said that and they’re going to the ones that speak to their heart and they’re going to the ones that speak to their true desires.

 

And honestly what their personality is as a person. Those are the ones that they’re attracted to you even like said, you said something about your mom, you shared this really cool thing. Like your mom’s are attracted like safe brands. Like, you know, like a lot of moms are in that, you know, and that whatever Ramy is and moms are right.

 

And maybe that just generation where as that’s not the same thing that necessarily drives everybody else. Yeah. Cause it’s like a key example about, let’s say you have a mom who really like bills. Like I’m looking for like a brand that’s safe, that’s secure. They’re going to be looking for conversations and words. That’s going to be like assurance secure. Like that’s the words that they’re going to want to hear because that’s going to speak to their language.

 

But for me, like, I get excited by like transformation, innovation, things like that. So I’m going to want to hear things like creative, like innovative moving things like that. That’s the stuff that I would like to me. And that’s why I said it’s super important to understand who your customer is, that it may level to be able to have that conversation when it comes to your brand archetype.

 

So cool. So cool. Okay. And then the next step you’re going to take our listeners through is understanding now how to represent that visually. What does that look like? What are your tips on actually bringing a visually to the world? So the thing is like always tell people that colors have feelings and fonts have emotion. So you want to make sure that when ever you choose your brand architecture,

 

you look and you kind of see like what feelings actually are kind of bringing off like what the words are actually bringing it all. So let’s say you have a rebel brand. If you think of a rubber brand, like if you think of like Harley Davidson and things like that is very bold, disruptive, challenging the status norms. So when you think of their colors,

 

you’re going to think of Rez black, things like that. They’re not going to think of like a baby pink is going to throw it all out. You and be like, hold up. Like, this is not speaking to me Down. Yeah. And you said colors have feelings and fonts have emotions. Wow. That is so true. Yeah. We wouldn’t,

 

we wouldn’t think that for sure. And I think oftentimes we’ll look at a brand and wonder why that maybe that brand doesn’t really turn us on or we’re really not really attracted to it. And yeah. A lot of the times like, yeah, those colors just don’t make me feel like I want to go on a field. They don’t do it for me.

 

And it’s funny. Cause I always, I feel like makeup brands. I used to be a makeup artist. Like in my past life, I love entrepreneurs. We’re so cool. We’re so mixed up. There’s so many experiences. Yeah. So I used to do makeup and like I used to always think it was super cool. Like how makeup brands created different looks and feels to attract different people.

 

So like, are you a makeup girl? I literally don’t wear makeup at all. I’d go, I get my eyelashes glued on. So I don’t even have to wear mascara is anything I do. I don’t know how to do makeup. I’ve never worn makeup. I have zero clue. But all of my I’m just weird. All of our listeners probably know exactly what you’re just about to say.

 

Yeah. So like benefit tarts. Like those were really poppy, like millennial brands. Like that’s what they give off. They give that puppy millennial, like this has the new trendy items, but then you have like NARS, Estee, Lauder, things like that. They give like this look spiel and the prices are different just because of it. Cause you’re like,

 

Oh wait. But when you go over to nurse and Estee Lauder like you and your mind already say, Hey, I’m probably gonna spend $300 And what, what I don’t, but that’s an airplane ticket to me, but I get what you’re saying. You know that that’s a ticket on a journey to me now I get what you’re saying and it’s such a good correlation.

 

And so this visual representation. So first we talked about understanding what keeps your people, your ideal people up at night, at night, not even necessarily as it actually relates to your product or your service or your program or your course or whatever it is that you’re selling. So what are their core drivers? The second thing that you talked about, I love the brand archetype in understanding how to create that connection between the personality of your buyer and the personality of your brand.

 

And I know that, you know, that’s spoken about often, but I really appreciate you breaking it down on the show. We haven’t had somebody on the show in four years, that’s actually talked about brand archetypes. So I wanted to make sure that that was really defined for our listeners. And then you’re talking about bringing it out visually and making sure that there’s a visual,

 

very clear visual representation that is thoughtful in color and font. And then obviously in messaging and the work that you did within the brand archetype development. The last question I want you to answer for us today, very interested to get your take on this. This is clearly a topic of conversation within my mastermind today. You know, everybody has a different thought on this for entrepreneurs that are building both that business and that personal brand.

 

And we’ve talked about understanding the actual brand strategy of it, but now actually the process of posting and sharing. What percentage do you recommend people share transparent, totally irrelevant behind the scenes versus about the business. Is there a split that you have seen that’s working behind being transparent in what you’re showing your audience, even at literally Siri’s listening to me, she’s always listening.

 

You guys turn her off. What does that percentage, what is that difference that you see as far as posting about the business and posting about the company brand versus posting about what’s personal, maybe what you’re cooking for dinner or a hike you’re on or even your kid. Okay. So this is exciting for me because I always talk about this and we have a thing.

 

We call it our content bucket. And in those contents, it’s not me. There are about, I would say at the minimum about three to five, but that kind of depends on like where you’re at, how we try to map it out is what strategic pieces of content. And this will kind of break down, like how all is it happens?

 

The strategic pieces of content. That is how you think about STEM. So like, what is your thought processes on your business? And a lot of times the easiest way is like, what’s your show? Like what’s your stage? Like, do you have a podcast? You have a YouTube, you have a Facebook show where you’re actually able to have conversations with people and people can understand how you think.

 

So that’s going to be your one bucket. Your second bucket is going to be, what are the, that can come from those pieces of content that you just talked about. That can be resourceful for people who might not be ready to work with you now. So what are the things? So for me, like if you ever go to my social media,

 

like we teach about bread architects. We teach about color theory. We teach about different pairings and color palettes that people can use. That doesn’t really do anything for me, but it becomes a resource will aspects for somebody else which provides education, but also still goals aligned with our strategy. The next car is always going to be, what is your, what is your heart’s feet?

 

Are you a person that like is motivated by like, you want to inspire people. You want to motivate people. You want to make people laugh. What is that heart piece? That’s like, really like really close to you. So for me, it’s always to try to inspire other people. So in March we’d have like the Sheik who marches. We had nothing to do with our business,

 

but it was aspirational for me because I always want to highlight other people, inspire other people to show like, Hey, these amazing people are doing amazing things. You need to see what they’re doing. Get inspired by them. The next part is who are our clients? What’s their testimony is whatever our case study. What are the people that you want to actually work with insight?

 

Like who are they are inside? Like what, who are your avatars? Why do you work with the people? Like where are they at in their journey? Why they want it? When are they ready to work with you have that in there. And then the last piece. So it will be 20%. If you decide the last piece, we call it all things,

 

your name. So it will be all things, April, all things. Carrie’s like, what are the things that is about me? So those are like, for me, it’s like my real, like I’m showing my personality. I’m doing all my things. I’m doing my dancing because that’s me. I’m actually like a happy-go-lucky person. Like I did like an egg drop thing with my niece and nephew this weekend.

 

I did that in my story. That’s my day-to-day life that showed the different parts of me, but what happens? And this is what super cool. And I love it with our clients is their social media becomes a place where people just want to hang out. Cause they just want to see what’s going on. What are they doing today? Like, Oh,

 

this is really cool. I didn’t know about that. That’s a great thought process. Then think about that. They keep coming back over and over and over again. You start seeing all these profile businesses while you’re patient. Like these people just keep hanging out. I really anything this week, but it keep coming back because you become a place where they just want,

 

they feel comfortable and happy. Mm. I love that. Okay. Those five buckets are absolutely genius. And I know people are like, okay, don’t forget you guys as podcasts. You can replay it. Let me see if I can restate the five buckets. Number one is your thought processes or your methods or your systems are kind of your, your,

 

what I would call your signature method, your signature framework, like your IP, your zone of genius. The second one are actions people can take and a place where you can be resourceful based on your zone of genius and what you teach, who aren’t ready buy from you. The third one is what does your heart speak? Like, are you a motivator?

 

Are you funny? Like what other things can you share that might or might not relate to your business? The fourth is who are our clients? What are the case studies? What do they need from us? How to know when they’re ready to work for us or work with us, what does that trigger? What are some of the things that our clients are working on?

 

And then the fifth one is all things, your name, like, what are you up to today? What are you doing? And so that does answer like the 20%. I think that what is your heart speed is also possibly very personal is what, But it can go business. And that’s the really cool part because like, for me as caring about people as a part of our core values.

 

So when it came to the shoe marches and even like our biggest coming up in June, it is an alignment with that. So like the boss brushes in alignment with what my heart speaks with my heart speaks of how to inspire people, to take those next steps in their life. Even if it’s not, when we just take the next step. So cool.

 

It’s the things that your beliefs and your motivators and things like that. I, I love that so much. Thank you so much for being a guest on the show. This was a lot of great information. And I know our listeners went from some of our listeners who went from never even understanding branding to going from how to understand the audience and even now how to create content.

 

I mean, that’s just way above, you know, but I think a lot of our listeners, so if you guys hung out until the end, you’ve literally got your content buckets, which is super genius. How can people find you? How can they connect with you if they want to know more about your services? Yeah. You can just visit us at www dot Connect dot com.

 

It’s funny because the last is the Irish word that means to bring light to which goes into our brand, which is what we try to do. Even like in our businesses and shining light on other people’s brands, bring light to them and have people see them. So that’s why I love, like, I, I love our business Smart. Say you’re a brand strategist,

 

good meme or good, good business name or two. And then this is episode number 224 here on the sweet life entrepreneur podcast. So you guys can find all the show notes and all Carrie’s links and how to find her in the show notes here@sweetlifeco.com. But then also we get to jam in a clubhouse room. So if you guys are unclip housed in your listeners to this show and you are subscriber,

 

like you’ve clicked the subscribe button, you’re getting downloads of these episodes. And so you’re listening to it real time. Carrie and I are going to be live on clubhouse on the Wednesday that this show drops at 12 o’clock Eastern time. So if you’re listening to the show in real time, Carrie is going to be in our clubhouse room, taking your questions,

 

workshopping with you, talking about these five buckets and brand archetype and in all this stuff. And if you, if you’ve never moderated or with a room with her, you never been in a room where she moderates. She’s so much fun. That’s where I found her. And I can’t wait for you guys to get a chance to dive in deeper with Carrie as well.

 

So Carrie, thank you so much for being a guest on the show and all of the genius that you brought. It’s been such a fun time hanging out with you. I love everything that you said, and I know our listeners really appreciate you pouring into us. Thank you so much. It literally means the world to me. I said at the beginning,

 

you’re so sweet. It’s it’s truly our pleasure. All right. You guys, thanks so much for hanging out with us today. Isn’t Carrie, just such a gem, such a sweetheart. I hope you walked away with exactly what we promised you would the understanding of brand archetypes and how to use this in your business to speak to the core needs of your audience.

 

Again, you can join us on clubhouse, the live conversation and Q and a at 12 o’clock Eastern time, every single Wednesday, simply by following me on clubhouse and clicking the little button next to my name, to turn on alerts. So, you know, when we’re going to be talking and you can find me at April beach on clubhouse. All right.

 

You guys have an awesome, awesome day. I can’t wait to talk to you again soon. Bye bye. For now.

Episode 222: How To Safeguard Your Content with Copyright Protection – with April Beach and Francesca Witzburg

Francesca Witzburg 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 Francesca live on Clubhouse Wednesday, April 14, 12:00 Eastern time Click here to join the SweetLife Entrepreneurs™ Club and get notifications and room links.

Who This Episode is Great For:

Those who want to know how to file for and use copyright protection. 

Summary:

In this episode we’re talking with The Trademark Attorney, Francesca Witzburg, about what you need to know when it comes to protecting your creative works by filing for copyright protection. If you’re a course or content creator, and you have work that is not protected, this is an urgent episode for you. We dive into who needs copyright protection, what you must be careful to do when hiring help to create works for you, and how to start the process of protecting your work. 
 
This is part 2 of a 2 part show with Francesca Witzburg. In part 1 we dove into Trademark protections for your work.

At the end of this episode you will:

  1. Know if you have work that needs to be protected
  2. Understand how to own the work that others create for you
  3. Have the first steps to file for copyright protection today

Resources Mentioned:


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator a probate. Hi everyone. And welcome back. So the show April beach here, host of this show and founder of this wheat life company. I’m so glad that you’ve joined us again. This is part two of a two part series that we’re doing with our special guests,

 

Francesca Whitesburg. Last week, we dove in to trademarking protection who needs trademarking, the difference between word marketing and design marking. And so if you miss that, please pause this show, go back and start with last week of that is an area of need in your business. That was episode number 221. And today this is episode number 222. This episode is for those of you who are in any stage of business development in that stage is connected to our start to scale up system.

 

If you don’t know what phase of business development you’re in, we have an amazing, powerful, free resource for you where you can take a short assessment and get the exact stage and phase of business development you’re in and get a complete list of what you should be working on right now. And you can get that short assessment and access all of those tools by visiting Sweetlife co.com

 

forward slash quiz. If you haven’t done that, or if it’s been a while, since you’ve tested where you are in your business growth phase, I highly recommend you tap into that amazing resource. Now let’s talk about what we can expect from today’s show. So this episode is for those of you who want to know how to step into the process of protecting your creative work through filing for copyright protection,

 

our guest is absolutely hands down amazing. She has done work for our company and many of our clients, and I’m so pleased that she agreed to be on this show. Today, we are talking with the trademarking attorney, Francesca Whitesburg about what you need to know when it comes to protecting your creative works by filing for copyright protection. If you’re a course creator,

 

if you’re a content creator, if you have work that you have actually built, brought to life in tangible form and you have not protected it yet, we need you to be very careful. That is your creative work. That is your genius, and you need to protect it so nobody else can take it from you. And so we’re talking about how to go about that in today’s show clearly a very important show for our audience.

 

Now, the end of this episode, you’re going to know if you have work that needs to be protected. You’re going to know the process of going through the first steps to filing for protection. And you’re going to understand a few other very important things like how to own the work that others create for you. Other independent contractors, and even how to avoid getting into trouble when using protected material from other businesses within your marketing.

 

There’s so many important things that we discuss on today’s show. And so I’m so glad that you’re here and you’re not missing it. So let’s talk about our guest. If you did not hear her amazing introduction last week, let me give you an introduction. Francesca Whitesburg is an award winning intellectual property law attorney specializing in trademarks brands and copyrights. She advises Tom businesses,

 

brands, entrepreneurs, professionals, talent, startups, and individuals. Francesca has experienced working at various in-house global luxury brands. She has also worked in the world’s largest law firm today. She’s a partner at an IP law firm, Loza and Loza and creates content on her Instagram. And she can be found at the trademark attorney on Instagram. She’s absolutely amazing.

 

So I’m very glad that you’re here, power packed episode. So let’s go ahead and dive in all of this show notes and the resources that we’re discussing can be found by visiting Sweetlife co.com and simply click on podcast. And this is episode number two 22. Also, we have one more important bonus. So Mark your calendar. If you are on clubhouse,

 

we invite you to join Francesca and me in our regular Wednesday room on Wednesday, April the 14th at 12 o’clock Eastern time. Now, what does that mean? That means you get to jump into a clubhouse room and you get to ask Francesca your copyright questions, your direct business questions. That’s what we love clubhouse. And we actually use clubhouses our community extension to this podcast now.

 

So we have a regular room. We host every single Wednesday at noon. You are invited to join us there this week on April, the 14th, Francesca is going to be there taking your copywriting questions as an extension from this podcast episode. So it’s an amazing opportunity of course, completely free and a chance for you to really get your business legal questions answered.

 

If you’d like to join this room, here are the steps to do that. Visit me on Instagram at April beach life. And you can click on the link in my bio and simply follow me on clubhouse and follow our club on clubhouse. When you do that, you’re going to have notifications and with clubs house, when your notifications are on, that gives you access to these very special rooms.

 

So very simply follow me on clubhouse. And I can be found at, at April beach on clubhouse, where you can go to my Instagram at April beach life on Instagram. And both of those opportunities will give you a chance to follow me there or giving you notifications in access to Francesca. So that’s our special bonus with today’s episode. And I know that’s going to be so powerful for so many of you who really do have important business questions you need answered right now.

 

So let’s go ahead and dive into today’s podcast episodes. Welcome back to another episode here on the Sweetlife entrepreneur and business podcast. I am joined again by my very favorite person this year, Francesca Whitesburg. She is here diving in with everything legal for you to protect your content, your intellectual property. And this is actually part two of a two part podcast episode we did last week.

 

We dove all into trademarking. So if you miss last week, pause this, go back to episode two 21 and start with that one and then come back here and join us. If you listened to last week, let’s get ready to go. We have so much to cover today and you are going to gain so much knowledge by this wonderful woman who is here just strictly to pour into you to protect your intellectual property.

 

So welcome back to the show. Francesca, thank you so much for me. Thank you for having me April. I’m excited to talk about copyrights. Yeah. Okay. So actually let’s go ahead and dive right in. So really what is copywriting for anybody who is absolutely brand new at this? They know they need to know what it is, but they don’t even have a baseline starting point.

 

Yeah, of course. So copyright is a form of intellectual property protection that the text creative works that can be your videos, your photos, your courses, the layout of their website, your podcasts. It covers anything that you’ve created. That’s fixed in a tangible media. So it can’t be like an idea in your head gotta be written down, actually like manifested in the real,

 

but once it’s out there, it’s protected automatically under copyright law. Okay. So let’s take a step back. I know we talked about it extensively in last week’s episode, but can you just give a general description to our listeners in what is intellectual property, Of course, intellectual property, which is IP, which we refer to as refers to creations of the mind.

 

They’re your invention. Anything that’s proprietary that you can upload your photos, your grants, your slogans, trade secrets. These are all things that you have created that either you or your business owns. I like to say you have your IP toolbox. And then in that tool box, there’s different tools you can use like patents, copyrights, trademarks, and trade secrets.

 

So good. Okay. So incredibly foundational, but yet so many businesses aren’t aware of that. All right. So my next question for you, and I know our listeners, especially those who listened to last week are automatically asking this question right now. What is the difference between a copyright protection and trademarking? Yes. Trademarks really protect source identifiers. So Sweetlife when you read that name,

 

you know, that that’s April beaches programs, she’s offering her consulting services April. You’ve seen, created a full brand around that. And also it’s your company name too, but to consumers, we know that that’s April. So that word tells people that if you get consulting from this person, it’s April, who’s behind it. The same thing. When you see Coca-Cola or burger King,

 

you go to a McDonald’s in Spain, you’re in a know that it’s the same person who’s behind that. That’s the function of a trademark. Now a copyright is a very different tool, but they can overlap. So copyright extends to any creative expressions. So if you have a really unique logo that went along with sweet life, I it’s like a little like circle with some interesting artwork in there that you use.

 

And when I, anyone one sees that I think April, but also it’s very detailed. It’s original. That can also be protected by copyright. So if you are working with IP counsel, a good lawyer is going to advise you holistically and really tell you all the tools that you can use to protect your intellectual property from different angles. Okay. Fascinating.

 

And so for our listeners, do they need to register their works for copyright protection? So copyrights are similar to trademarks in that they are granted automatically. As soon as you create something you posted online, put it, like we said, in the fixed medium, then you have protection. However, if someone is using your work in an unauthorized manner, that your permission,

 

right. To actually get them to stop in the United States, you need a registration certificate. So I like to say, you know, you could send them a letter, you can send them a DM telling them to take it down. Cause it’s, you know, using your copyrighted material. But with that, without a registration, it’s like waving an empty gun.

 

You’re really not gonna have any teeth behind it. Got it. Okay. And so let’s kind of just pause here because I want to get back into content around courses and really big written works that many of our listeners do, but let’s just kind of take a jog for a second and talk about a couple of areas where people tend to run into trouble and they have absolutely no idea when they’re using other people’s works.

 

So the first one is photography and using somebody else’s photography within your business, what do people need to know in relation to copyright? Anytime you use photos taken from the internet or anyone else’s photos, technically you need permission and you can get yourself into a lot of trouble if you use it even on just a random post or you’re using it for something more visible,

 

even mental, a lot of trouble. And so the way that you get around it is you either use photos and images that you’ve taken yourself, or you can purchase the rights to some of these images. That’s where you can use database as like Getty images to buy a license, to use those infants for certain purposes. Yeah. And I think that the,

 

you know, so many new businesses and actually even established businesses that are just trying to scale online, just kind of starting to get their Instagram out there. They don’t realize that grabbing another photo out there, you know, there is a license, but behind that and that you have to be within your legal rights to use that. And so just wanted to make sure that we were discussing that here on the show as well,

 

because I, I know that people have ran into problems with that in the past. Another kind of side question for you here, going back to our listeners original piece of work, their course that they’re creating the content that they’re delivering within their coaching programs or their mastermind, or they’re teaching their intellectual property, their methods, their signature programs, right. With some of our listeners hire other people to create parts of their work for them.

 

What do they need to know and be careful about when they’re doing that? Yeah, that’s a great point April. So when you hire someone to create whether it’s a logo with design web design, anytime you’re paying someone to build software or whatever it is, if they’re not an employee within the scope of employment, paying them a salary or hourly, or the bank benefits,

 

then technically they are the owner of the intellectual property. So you need a written assignment called an assignment for what an assignment means is a transfer of rights. So that person needs to sign a document that says all the intellectual property created around this program. And it’s more detailed than that, but I give all that copyright and all that property is transferred to two and you’re comfortable.

 

It’s very critical, especially if you’re going to pay a lot of money, really need to get this in writing because otherwise they own what you thought you paid for and they can continue to use themselves, or they can give it away to other people and competitors. Yeah. Imagine that nightmare hiring somebody to, you know, create something for you and your course or your program.

 

And then it’s not actually yours. So important. So thank you so much for discussing that. And that assignment is, is really incredibly important. And, you know, I know that the majority of our listeners, their teams that they have are actually independent contractors. So this is completely something that is critical for them to be aware of is this assignment within their independent contractor agreements.

 

And that’s why working with an expert like you to make sure it is, it says exactly what they used to say is so incredibly. Okay. So let’s go back to this process of protecting copyright. So another side question for you when our listeners are using the notation on the bottom of their slides or their PDFs or delivering, or their written work, and they have the little copyright protection and then they have the gear on there and then their ownership,

 

why is that important? And what is the correct way? If there is a correct way just to enter into that sort of, Yeah, you, you hit the nail on the head, you see the copyright symbol, which will say do it in an emoji you’re on like on your phone. And then you put either your name or your company’s name.

 

Whoever’s really claiming rights to that ID. And then the year, and what that does April is that’s putting third parties on notice it’s again, reminding people, Hey, this is my copyright. This is protectable information. If you use it without my authorization, it’s illegal. So don’t do it. We’ll do it. The only way that you can really get them to stop is if you file that registration.

 

Got it. Okay. And so I know that we get that question all the time. Clearly if I don’t answer it because I’m not an attorney and I know that so many of our users are wondering that, you know, they see that when can I use it? How do I use it? Especially those that have multiple years listed on that listing and in exactly how to go about doing that.

 

And so does the year usually reflect the original work or does the year cover when it is currently being protected in that listing on it? It could vary, right? So like sometimes it’s like people open up a book, you’ll see the original publication copyright notice, but then they’ll be the most current version. But for our purposes, I think it’s fine to do it.

 

Like, let’s say you had to create your website in 2020, you can have 20, 20 is the date, but then if you make changes to it, which you’re going to just keep updating, updating the year. Okay. So many, I already know that these are questions people listening or are having, okay. So now let’s go back to kind of the center of what we’re talking about here today for our listeners,

 

how do they start the process of protecting their intellectual property, their content course program outlines, where do they begin with this process? Yeah. I’d love the way you put it April, because you implicitly said, how do they protect what they already have? Everyone already has IP. It’s just a matter of understanding, which are your most important assets and how you go about protecting them.

 

So I actually offer an Ikea audit where I will look at websites, social media pages, courses, some of my clients give me access to their, you know, their subscription-based or whatever, log in to see their forces. I do a very holistic review. And then we will go get on the phone and do a 30 minute call to discuss what their most important assets are or we could talk about,

 

okay, here’s the name of your operating vendor? Have you thought about three markets that’s going to filing for that copyrights? Do you have your independent contractor agreement language? We’ll kind of go through and just do like a checklist, like as if I literally am doing an audit on your seat and make sure you have everything there. I recommend that as a starting point,

 

and there’s also an IP audit and I can action plan, which is like the deluxe version of that, which is going to really do a deep dive. And then we come up with eight phase one plan, which is your first three to six months on what filings to do. And then also the next like six to 12 plus months for the next round of filings,

 

because everyone has so much great content. That’s great IP. It gets a little overwhelming to think, Oh, I have to do everything. The reality is that you don’t, you stage it out. And if you have a plan strategy about it, it’s really not going to be that expensive. It’ll be way more expensive than the end. If you don’t do this.

 

And if you try to do deal with cease and desist letters or sending this letters as they arise. Yeah. Nightmare. So once somebody submits their work for copyright protection, each time they update it, do they need to resubmit that Great question. So anytime you modify a work that it becomes a new popular, it’s a new work. So I would say as long as the modification is substantially similar to the original work,

 

then you can rely on that. But if it’s very different and using that a lot publicly, it’s probably worth at least running it by an IP lawyer to come up with a strategy. Okay. So much great information, Francesca, thank you so much for being our guest again here on the show and joining us in clubhouse rooms where we talk about this.

 

There’s so many places where people can connect with you. You know, we highly recommend that people take up the opportunity to go through an IP audit. And what I love about why I have you on this show is that you understand the way service-based online entrepreneurs work and you understand what they’re creating and you understand courses and masterminds and signature programs, and you understand all these things.

 

And so it’s hard, frankly, to find an expert like you, that fully understands the assets that our listeners are creating. So thank you so much for being on the show and being an amazing resource and the best place for people to connect with you is through your Instagram. Is that correct? Yes. I have a link in my bio. It’s my counselee.

 

I’m happy to get on a 15 minute call just to hear about your business And to discuss if you want to do an IP audit or if you just want to Connect. Yeah. Great. All of you guys should take her up on that. It’s a very, I know it’s crazy. It’s totally free. So you can be found at the trademark attorney on Instagram and we will make sure that a link to that of course is in our show notes as well.

 

So it’s the trademark attorney on Instagram. And what is your clubhouse handle the trademark at the trademark attorney on clubhouse as well? Of course. Thank you so much for being here again and being our guest expert this week. I know that everybody really needed to hear a way, the things we’ve been talking about the last two weeks on the show. So certainly appreciate your time.

 

Absolutely. Thanks April. Thank you so much for sticking around with us. What an amazing episode Francesca is a super genius and perfectly in line with what our listeners and our clients need. If you would like to work with Francesca, if you would like to just take her up on her opportunity to connect with her for a free IP audit, please visit Francesca directly by visiting at the trademark attorney on Instagram.

 

So for handle is the trademark attorney on Instagram and the trademark attorney on clubhouse. She can be found at both of those places. Thank you so much for tuning into the show. Again, all the show notes and everything we talked about, and all these links can be found by visiting Sweetlife co.com. You guys have an awesome day. Bye bye for now.

Episode 221: How To Protect Your Business by Trademarking – with April Beach and Francesca Witzburg

Francesca Witzburg 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:

Bonus – Join Francesca live on Clubhouse Wednesday, April 7 & 9, 12:00 Eastern time. Click here to join the SweetLife Entrepreneurs™ Club and get notifications and room links.

Who This Episode is Great For:

As you name your business, programs, courses or creative work, you want people to recognize them as your brand, and it’s important that you know how to protect your creations so that others can’t use it. 

Summary:

In this episode, we’re talking with The Trademark Attorney, Francesca Witzburg, about what you need to know when it comes to protecting your company name, tag lines and creative work including your courses, branded programs and more. In this jam-packed powerful episode, we’re diving into; Who needs trademark protection? How much it costs? How to check if the name you want to use is available? How to block someone from using your trademark and more. 
 
This is part 1 of a 2 part show with Francesca Witzburg. In part 2 we dive into Copyright protections for your work.

At the end of this episode you will:

  1. Know if you need to file for trademark protection
  2. Understand the difference between word and design marks
  3. Know where to start in your protection process

Resources Mentioned:


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator a probate. Hi everyone. And welcome to episode two. You one here, we’re diving into an important topic today, and that’s how to protect your business through the process of trademarking. And there are so many questions around trademarking.

 

We get this all the time in our business programs, especially in my year signature offer business program, where people are really coming in and branding their method, branding their industry, leading signature programs. And so there are always questions around how do I protect the name of what I’m creating? And so I invited today’s guests to come in, pour into you.

 

And this is what we can expect by spending time together here today. First of all, this episode is for those of you who are in any stage of business growth and development. Now, this really aligns with one of the tools here that we give away completely free with the Sweetlife entrepreneur and business podcast. And that is a self-assessment where you can find out exactly what stage of business you are in.

 

And you can take this self-assessment by simply visiting Sweetlife co.com forward slash quiz. So when we’re talking about who this particular podcast episode is for this episode happens to be for any of you wherever you fall in the phase of business development. Because if you haven’t protected your intellectual property yet through trademarking, then this is an important topic to pay attention to. So as you go through the process of naming your business and your programs and your courses and your creative work,

 

you want people to recognize that they’re yours, they’re your brand. It’s an important part of building your business, a recognizable brand. And so in this episode, we’re talking to trademark attorney Francesca Whitesburg about what you need to know when it comes to protecting your company, name, your tagline, to your creative work, including your courses, your branded programs,

 

and more, this is a jam packed episode. And she talks about powerful things in here that every single business owner needs to know. And then we’re diving into who needs a trademark protection. How much does it cost? How to check if the name that you want is available, how to block someone who could be using your trademark or infringing upon your trademark.

 

And there’s so many different things we’re going to dive into. So I’m going to go ahead and get right over to the episode. However, I want to make sure that you know, that this is part one of two episodes where we have Francesca on the show. And so next week we’re talking all about copyright protection and today is all about trademark. At the end of this episode,

 

you will know if you need to file for trademark protection, you will understand the difference between a wordmark and a design Mark, and you’ll know where to start in your protection process. Everything we’re talking about here can be found@theshownotesbyvisitingusatsweetlifeco.com. This is episode number 221. And one last thing we are going to be live with has got on clubhouse the Wednesday that this show drops.

 

So that will be Wednesday, April the seventh at 12 o’clock Eastern time. So if you were not following me yet on clubhouse at April beach, and you want to connect with Francesca in, take your questions from this episode to her, live in clubhouse, then make sure that you join us. And you can simply do that by following me at April beach on clubhouse and turn on the little bell for the notifications.

 

And you will get notified when we’re going live, which will give you access to Francesca. It will give you access to this room. So let’s go ahead and dive into today’s business training.<inaudible> Hi everybody. I am so excited to be joined by Francesca Wittenberg, who has been instrumental in helping our business, make sure that everything that we have is our ducks in a row.

 

If you will say, and she’s here joining me on the podcast today, talking about quite a few very important legal foundations that you really need to have a no for your business. And so Francesco, welcome to the show. Thank you so much for being here. Tell everybody a little bit about yourself in UHIN, who you serve and really how you got to where you are right now,

 

professionally. Thank you so much, April. I’m super excited to be here. My name is Francesca Pittsburgh. I go by the trademark attorney on Instagram and I’m an IP lawyer. We’re going to talk about what IP is, but basically I help creators businesses, anyone who has created something using their intellectual creativity and especially people who are trying to monetize that I help,

 

whether it’s trademarks, copyrights, helping businesses get started to monetize and protect what they created is what I do. And I service really a variety of industries. I have fashion experience, story brands, online businesses in particular, and navigating how to protect content and all of the assets that you’ve created online. That’s really been my niche for the past year or two.

 

And, you know, I got started by going to law school. I had no idea what intellectual property was like most people. And I thought it was so amazing how, what you create are your real assets. These are real things that you can command. You can protect, you can sell. So I really fell in love with that. And also helping businesses get off the ground.

 

I feel like I’m able to kind of give back really help people launch. And so I got into it. I worked at a small IP boutique. I also had experience working in the legal departments at Prada and Tory Burch and the international jewelry brand from there. I really got the bug and I just wanted to learn everything in anything about intellectual property, in whatever industry.

 

And then I worked at the world’s biggest law firm called Dentons. I worked in Manhattan and Brock center for a little bit over three years, and then I made a big change. Yeah. I mean a big change becoming a partner at an IP boutique firm, meaning we only do intellectual property from start to finish like firms located in LA, but I’m based in New York and New Jersey.

 

I can service clients everywhere. And since September, I’ve just been really hitting the ground, running, helping a lot of online businesses, connecting on clubhouse, meeting people like you April. So I’m super excited to share my knowledge with everyone today. I’m so excited that you’re here and you know what? You do this super hyper niche area of serving online businesses.

 

I mean, you help our listeners protect their ideas and protect their services and their programs and their courses and their actual digital products, which is absolutely right on. And I know that there are so many people in this business space that are creating content that are creating different assets and what we call IP that have no idea, even the first step on, on how to protect that.

 

So let’s go ahead and start there. What actually is IP? What is intellectual property? Sure. So intellectual property refers to creations of the mind. They are inventions designs, creative works, brands, slogans, or anything that you’ve created kind of creatively. And so the law is divided up into certain categories and I like to call it, you know,

 

you have your IP toolbox. So there’s certain tools that you can use to protect whatever it is that you created or your business there’s patents, which protects inventions. Sometimes it protects certain ways of doing things processes, and it also sometimes protects designs. If it meets certain thresholds, then there’s trade secrets, which kind of works in tandem with aunts. If you’re not eligible for a patent may be able to protect confidential and secret information that is proprietary to your business so long as you’ve kept it private and you haven’t publicly disclosed it.

 

Then what we’re really going to focus on today is trademarks and copyrights. Trademarks are your brands. They are the symbols. And the names that you have created to tell that this is my business. I April beach am the owner of your signature offer. I upgraded this course, and that is my protectable content. The function of trademarks are to point to the source.

 

And then there’s copyright. Copyright is the creative regime. It really extends to creative, works such as content photos, certain texts, if it’s eligible videos, website layout. So, you know, just by saying that alone, there are so many different tools that you can use to protect an online business. And so we can talk about that. Wow.

 

Okay. So in, this is exactly why, I mean, just in that definition that you just gave, you talked about four really important areas that our listeners can and should be possibly if they qualify, protecting what they have created and what they plan to create. And I really want to dive specifically into trademarks today and we’re going to have Francesca back on the show.

 

Everybody don’t worry, and we’re going to be diving into other things as well. But I think this is really the most important place to start out. You know, just in my, your signature offer master class, we were having this kind of behind the scenes conversation about this. And even those students of mine that have been in business for over a decade are just almost like in this panic mode when this conversation came up because they realized they might not have done things correctly.

 

And so that’s why I’m really excited to dive into trademarking today. So first of all, I understand that there are two types of different trademarks that you can protect. Is it like a design Mark and a word Mark? Can you explain what those two different types of, of marks are to our, Yeah, I get asked all the time I have a brand name and I have a logo,

 

which one should I file for what’s protectable? And the short answer is that the word market itself, if you file an application with the government, just for the word in standard characters, that will automatically protect the name and any siloization. So if you go to re rebrand and change your logo, if you have a wordmark registration, that’ll extend any specializations colors,

 

whatever format. So we do searches for the word. And if that’s available, I usually say, go for the word Mark, but you’re right, that sometimes clients will have, let’s say it’s not just a script, right? Let’s say that they came up with a unique character or some sort of interesting artwork that they have in a circle next to the word,

 

a good example of this is target, right? You know, target has the word target and red, and then you’ll see the bullseye above that bullseye they use as a trademark. So they could file for the word target without a stylization and be protected. They can also file just for the bullseye, which is the design element, and that will be protected or they can file for a lockup version,

 

which includes the word and the design. So there are a variety of ways and it really is case by case specific, but more importantly, it’s about budget. And I always tell clients, start with your corny for your forklifts and services, because it can get very expensive. And also as a point of strategy, it may not be worth filing for every single variation of the bark.

 

Just start with your core name and your core goods or services. Okay. And who needs to file trademark protection? Let’s kind of really cover some basics like who needs it. You know, what’s funny is that if you were asking this question 10, 15 years ago, the answer different, it used to be fortune 500 companies had trademark lawyers and they were the ones Coca-Cola Pepsi,

 

big brands were the ones registering trademarks that has completely shifted with online businesses. And I think we need to take a step back and explain an important concept April that you and I have discussed. So in the United States, trademark rights are based on use. So I’m sure all of you have one point or another. Someone has said to you, Oh, you don’t need a trademark right now.

 

You don’t need to file the trademark. You have rights just based on use, just continue to use the problem with that is, like I said, 15, 20, 30 years ago, that wasn’t really an issue because you were a store in one particular market in one city, right. Or your restaurant, or you were consulting in one area in person.

 

So it didn’t matter. Really. If someone was using the same name, you’re in New Jersey and someone’s using it in LA necessarily. So the law as it States is you have Commonwealth rights. Your rights are limited to that, to where you’re actually using who you’re servicing with online businesses that has caused to be blunt chaos, because how do you prove where your servicing clients by being on Instagram online,

 

you know, having websites that technically target and market, not only all 50 States, but even outside the us. So the way that you get around those issues is by filing the application with the government, having a registration gives you a presumption of rights in all 50 States. So that way, if someone is using your name, all you have to do is send them that piece of paper.

 

That’s triplicate of registration and show them that you’re the owner and they should in theory. Got it. So many questions that, and I’m obviously, you know, I’m bringing questions from clients that I, that I know have been asking as well. So let’s kind of start back at the beginning. If there’s somebody who’s listening to this and they have program that they’ve named,

 

let’s say it’s best business, one, two, three, or whatever that they have been using for a long period of time. What are their first steps as of now versus somebody who hasn’t even, who’s coming up with a new name, let’s start with the established people that are saying, Hey, listen, my company name isn’t registered my program, or my course name or my mastermind name,

 

isn’t registered. What should those people that are already have an existing piece of work that they own do at this point in time? Yeah. And I think it comes back again to budgeting and understanding that a little bit of money can go a long way if you’re strategic about it. What I like to do differently, I think than most lawyers is clients come to me and say,

 

Oh, for test that I want to file for this. I say, let’s take a step back. We can definitely file. But did you protect your brand name, your core name? I have clients that come and say, Oh, this slogan, I want to protect it’s brand new and it’s new. No one’s using it. So what I do is I do an IP audit for a lot of clients,

 

but when they come to me, I say, let’s just take a step back. Let’s look at all of your websites, all of your courses, and let’s figure out what’s the most important instead of you deciding or someone telling you which trademark to file let’s think strategically and say, what are your most core names, your core content and connection with your core services?

 

Because it gets very expensive very quickly. So I would tell people who are using, and they haven’t had anything registered to really, you know, touch base. I’m happy to do this, to discuss and do the IP audit, but you can also do it yourself and just think like, what are the core names that I’m using and for what particular services,

 

and then get those on file. Yes. Maybe you came up with like a super cool name slogan that you’re using, but are you really going to be using that in six months to a year versus I would say the name that you’re operating under, that may be the first starting point. So I would say, you know, either check in with an IP attorney who can do that with you,

 

for you, or think about it and then get those on file. Okay. And let’s make sure that you guys don’t have to wait until the end of this. If you want to connect with Francesca for that IP audit, find her on Instagram at the trademark attorney. And she actually has a link in her bio on Instagram. You can just schedule a call with her.

 

So we’re making it really easy for you. It’s the trademark attorney on Instagram. And plus she has amazing videos and things on there that you guys will love. And you can schedule a call to set up that IP on it. Okay. So for those people that are listening and they’re new in business, and they’re just trying to, they’re thinking, wow,

 

I really want to name my company. This, what are their first steps? You know, let’s actually talk about how to search the U S PTO. What is that process and is, Yeah. So the first thing is to come up with a name, if you’re just getting started, I would say, come up with names that try to not be so descriptive because as business owners and content creators,

 

we want to express to our viewers what exactly it is that we’re offering. But unfortunately that falls on the lower end of protection. On the trademark scale, the really strong trademarks are the ones that are either made up terms like Google or terms that have nothing to do with the product that you’re selling, like Apple computers. Then there’s this sweet spot that a lot of marketing people like,

 

like April, you do this really well. You will find names that kind of hint at what you’re doing, but don’t literally describe like your signature offer. So those are the sweet spot they’re called suggestive marks. But anything like weaker than that is, is a little bit more descriptive in there. You can still get them as trademarks. They’re just a lot harder to protect and enforce,

 

meaning other people may be able to use them. And then when you go to create a brand that you’re about to invest a lot of money in, you know, you need to think about these things. So the more made up the less related to the actual things that you offer the stronger and the better. Okay. So for those people that are like,

 

okay, this is what I want to do. How do they go search and see if somebody already has that trademark registered? Yeah. So let’s say you came up with an awesome name. The first thing to do is go check on the U S T o.com. That is the government website. The government has a database of registered and pending trademarks. You can plug in the Mark,

 

but unfortunately it’s not very user-friendly. For example, if you put in the Mark, it really may only give you either the exact spelling, maybe with a space, but it really is very limited. It’s going to look for the exact Mark. So if you did work with the trademark where like, for example, I have special software where I plug in the Mark,

 

I plug in the goods and services and then with its AI software, it’ll pull up marks that are medically similar. Maybe they have a translation and a foreign language, and all of those can be potential issues that you’re not going to find yourself. However, for your due diligence. The first thing to do is for you to check on usp.gov, because maybe there is a dead hit,

 

and you’ll find that there, the next thing to do, though, it’s not enough just to look on you as PTO, because there could be people who are using the Mark that may not have a registration. As I mentioned before, trademark rights are based on use. So it’s really important to see who’s using and who can raise a potential objection. You check Google,

 

check, Instagram, check all those platforms, and then if it looks good, that’s when you go and you work with a trademark attorney. Okay. Okay, great. So you do your due diligence, you know, go, you know, was us pto.gov, not.com. It’s not geo OB do that check and then Google the heck out of it as well.

 

And I, I think that that is so important. I know that, you know, some people go, Oh, they’ll just search it and they’ll be like, Oh great, it’s available because it’s not popping up. And that is absolutely nowhere near enough. And then I can speak for experience. You guys, who are listening that I have had Francesca put our trademark names in her AI system and crazy things that there’s no way I ever could have found pop up.

 

So it is definitely an important investment to make. If, if you were in the process of growing your company and you have IP that you want to protect. And so I think that’s really an important thing. So any other last words today, when we’re talking about trademarking moving forward or any other things that our listeners need to know that are often missed,

 

maybe common questions, basically, what am I not asking that I should be asking you? Yeah. Number one, we’re in the middle of a, of a pandemic and a financial downturn. So you’re going to have a lot of people who may not want, or may not have the deans to file trademarks. So I will tell you there’s things you can do to try and protect your name,

 

even without a registration start using those TM symbols. And you may not know what that is. So a TM symbol, now that I’ve mentioned that you’re going to see them everywhere. It means that people are claiming rights to a name or design as a trademark. They’re saying I’ve created this. And when people look at it, it points to me means that’s my website,

 

it’s my services, whatever it is. So you came up with a slogan, or if you have your brand name that isn’t yet registered, put the little TM in the upper right hand corner. And what that does is that puts third parties on notice. So if you have another person to get the Google search went on and found your website, they’re going to see immediately,

 

Oh, this person is claiming trademark rights. I better back off. So that’s an extra element that you can do. It’s not as strong as a registration clearly because your rights are only limited to where you’re using until you get it on file. But at least it’s something. And I would say, think about budgeting for that registration, for some of your four names.

 

It may sound expensive. And I think it’s worth quoting. You know, you’re going to get people who are gonna do this cheaper, and you’re going to find people who are gonna do it more expensive, but my firm has a fixed fee package with a trademark search and the government and the filing. And it’s 1250, you know, that’s a deal,

 

it’s a deal. And I’m just thinking like the cost to respond, who would demand letter or to send a demand letter is that amount. So to get that on file, to kind of not have to worry, think about maybe budgeting that as part of your business process. Yeah. And I will say about, Oh gosh, it’s been about 12 years.

 

We filed a registration for a program that we were licensing to healthcare. And this was 12 years ago. And I think I paid, you know, well over 2,500 for somebody to just file that registration for me. So this is 12 years later, grand Jessica’s team. This is a deal. You guys it’s like the deal of a lifetime and it protects you.

 

And it really covers you. So we love that. So all of you who are listening, if you’re in this place, whether you’re new and you are just coming up with names of really, frankly, especially for those of you guys who have content, you have IP, you have things that you haven’t protected yet. You haven’t done your due diligence.

 

I don’t want you to lose those Francesca. Doesn’t want you to lose those. And so if you have questions about this, I highly recommend that you hit Francesca up for an IP audit. Again, she can be found at the trademark attorney on Instagram and she will, of course be back here on this sweet life entrepreneur podcast, again as well. And we’re going to be diving into copywriting next time,

 

which I know so many of our listeners have questions about protecting, like what actually is that? And so I’m excited to talk about that the next time that you are on the show. Thank you so much for being here and for all of your wisdom and pouring into our listeners. Thank you April. Thanks everyone.<inaudible> Wow. What an amazing episode.

 

Thank you so much for hanging out with us today. Again, join us live on clubhouse. You can follow me at April beach, turn on the little bell for notifications and you’ll get exclusive access to this room where Francesca will be here this week on Wednesday, April the seventh at 12 o’clock Eastern time. Taking your questions based on what we talked about on today’s show.

 

And don’t forget to connect with Francesca directly for her IP audit, which is a very important thing. It’s totally free. I don’t know anybody who shouldn’t take this opportunity up. She is absolutely a gifted expert at what she does. You can visit Francesca at the trademark attorney and she can be found at the trademark attorney on Instagram and on clubhouse. And on Instagram,

 

you can just very simply click the link and schedule a direct free complimentary consultation to get your intellectual property audit started. All right, again, this is episode one of a two part episode. Next week, episode number 222. We’re coming back with Francesca again, talking all about how to protect your creative works through copyright protection. All right, you guys have an awesome day.

 

It’s so great to chat with you and thanks again for tuning into this sweet life entrepreneur and business podcast.

Episode 220: Writing Emails So Good They Lick The Screen – with April Beach and Kate Doster

Kate Doster 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:

Bonus: Join us for a LIVE Clubhouse chat and get your email marketing questions answered. 
Simply follow our club on Clubhouse and turn on notifications. 
Live room will be 4/2 12:00 ET 

Who This Episode is Great For:

Small businesses who either currently use or want to utilize email marketing.

Summary:

Email marketing is an important way to connect with your warm audience, hold an ongoing conversation and increase sales. However, most businesses flop when it comes to writing emails that truly compel their audience. In this show, Copywriting expert, Kate Doster breaks down the process of writing great emails in an ethical way by wooing the hearts of your ideal clients open. 

At the end of this episode you will:

  1. Know what makes a good email and a great one
  2. How to use “calls to actions” correctly in your email
  3. The process of writing amazing emails that convert

Resources Mentioned:

 
 
Kate Doster’s Podcast | Inbox Besties
 


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. So two 20 here on the suite live entrepreneur and business podcast. I’m April beach, your host, and I’m super glad to be chatting with you. And yet another week here on the show,

 

this is episode number 220, and I can’t wait to dive into today’s topic. This is one of those ones where behind the scenes here, I was taking so many notes based on what our guest expert was teaching today. So there’s just gold inside this episode, as we hope to deliver to you within every single episode. First of all, before we get started,

 

if you’re new to listening to the show, thank you so much for tuning in here. We also go live and talk about the podcast and take your questions every single Wednesday at 12 o’clock Eastern time on clubhouse. So if you are not yet following me on clubhouse, please do so. I would love to connect with you. We can really dive in and roll up our sleeves regarding your business questions.

 

Every single Wednesday, faithfully at 12 o’clock Eastern time. And my handle is at April beach on clubhouse. So I would love to see you there also, if you’re new to listening, or maybe it’s been a while since you’ve tapped into this important powerful resource, we have our lifestyle entrepreneur roadmap quiz, and this is based on my start to scale up system.

 

It’s a totally free tool. If you’re a listener to this show, you can go and take a very short quiz, just six simple questions. And it’s going to tell you what phase of business you’re in and based on the phase of business you’re in, we give you an exact checklist of what you should be focusing on and what you should be working on to scale your business,

 

or just really get your business to that next level. And you can take that quiz any time you can go back and take it again and again, by visiting sweet life co.com forward slash quiz, or you can simply text the word quiz to the number (805) 254-0880. And we’ll send you a link to that. So those are our free tools. In addition to all the gold,

 

you’re going to hear her on the show that I wanted to make sure that you have upfront so that we can keep your business implementing as we move forward through the entrepreneur podcast here. So I appreciate you listening to this show. This is what we’re talking about today. So let’s set the stage. This show is great for those of you guys who are in the first three stages of my start to scale up system.

 

So that’s based on the quiz. So if you’re in phase one, two or three, this is a great episode for you to listen to. If you’re in phase four or five of my start Taylor scale system, you’ve nailed this strategy. And so I recommend going to find a different podcast to listen to that applies to your stage of business. I want to make sure that I value your time so much.

 

And the strategies we’re talking about on today’s show are for those people in the first one, two or three stages of the start to scale up system. So what we’re talking about here is how to literally write emails that are so good. They lick the screen. You’re going to be mind blown about what you hear on today’s show. This is for small businesses who you either currently use email marketing.

 

You’re not sure if you’re doing it right, or you’ve never used email marketing before, and you want to learn how to leverage email marketing in your business. Email marketing is an important way for you to connect with your warm audience. It’s also important for you to hold an ongoing conversation and to increase your sales. However, most businesses flop when it comes to writing emails,

 

it’s truly because it’s, it’s actually a skill it’s not as easy as you would think that it would be in your emails really need to compel your audience. So in the show we have Kate Doster, who’s a copywriting expert. She’s going to break down the process of writing great emails in an ethical way, by wooing the hearts of your ideal clients and their wallets open.

 

At the end of this episode, this is what you can expect. You’re going to know what is the difference between a good email and a great email. You’re going to know how to use calls to action correctly in your emails. And you’re going to know the process of writing emails that convert. So let me tell you who is here today. She is absolutely amazing.

 

Kate Doster is the host of the inbox besties podcast. Creator of love your list. 2.0 email marketing mega course, it is dangerously obsessed with helping ethical entrepreneurs carve out their slice of the interwebs by winning the hearts and wallets open of their small, but mighty audiences. Thanks to funny bell marketing and easy yes, many offers. So that’s important as we went through our bio,

 

her bio here, that what Kate’s bio says is she helps you. Even if you have a teeny tiny small list, increase the engagement in the sales based on your list. That was one of the key things. When I was reading her bio and why I asked her to come on this show because listen, you guys, you only need a hundred true fans to build a great business.

 

That’s what it starts with these huge audiences. I mean, this can be an illusion. So those of you that don’t have huge lists with 10, 20,000 people on it. This podcast is great. And it’s also for those people that do have huge email lists. And perhaps you are failing at connecting well with your list. Kate believes you don’t need to bleed the alphabet or be a dirty rotten spam face to write emails,

 

adult subscribers, and to taking action gobbling up your paid offers like candy or kale, if that’s what you prefer. So let’s go ahead and dive into today’s podcast. All of the show notes can be found by visiting Sweetlife co.com simply click on the podcast button. And this is episode number 220<inaudible> All right, you guys, I am joined by Kate Doster and she is going to give you the complete strategy that you probably didn’t even know.

 

You’re actually missing to write amazing emails because what she teaches, what she talks about, isn’t just the fundamentals. It isn’t just like how to section out the content in your email. She literally teaches you how to write emails for so good people lick the screen. And that is her quote. I stole that from her to name this podcast. So giving credit where credit is due,

 

Kate, welcome to the show. We are so excited to have you here tell everybody about your superpower in your company. Sure. So I’m Kate Doster of Kate doster.com and hosted the inbox besties podcast. And my super power is really being able to help people. Not only feel like they can do anything, but actually give them the tools to get them there.

 

I think that there’s a lot of people that kind of hype you up and make you feel amazing. But then when they’re like, but how do I do X there’s like, go figure it out. But like, no, like we do the whole approach because our mission is to put money in the hands of good people so they can do good with it.

 

So our business is primarily a digital course business. I am extremely selective about the one-on-one clients that I take on, but primarily it’s courses digital products. We just we’ve got to help the good people out there. Right? And you teach people how to like create these insane bodies of copy that totally bring to life what it is that they do, their super power.

 

And there’s such a disconnect. I’m so excited to have you on this show. I need to give Angie true blood, our favorite person credit for connecting you with us. And when Angie was like, okay, this is an amazing guest for you. First of all, anybody Angie sends to me, I know it was just an amazing guest, but then I saw your,

 

your topics. And I’m like, Oh my gosh, yes. Emails that not only like convert, but emails that give an experience. So let’s dive right in and talk about one of the things you said behind the scenes, as I was getting ready here and taking my notes for what we’re going to talk about today is you have kind of like this four things that you go through.

 

And the first one you talk about is something that really other copywriting teachers don’t, and that is all about mindset. Talk to me about mindset and how that plays a role in copywriting. Sure. So like I said, good people do good. Most good people have very bad associations with things like selling. They don’t want to be annoying. They don’t want to be lumped in with a spammer faces.

 

Are there really bro Hames as we call him the world, he’s our arch rivals. He has a whole voice as he does. So because of that, they tend to really freeze that when it comes to emails, you know, Oh, I don’t want to be annoying or I don’t want to be spammy. Oh, you know, like I haven’t emailed them in three months.

 

So now they are literally psyching themselves out because either they feel bad, they feel guilty. Everyone’s been telling them everywhere. Like you need to have an MLS. Why don’t you have an email list, email, your email list, you dummy. So they get all up in their heads and they do no thing because everyone’s been on the receiving end of really bad emails.

 

But here’s the thing. The sheer fact that you are having this thought of, I don’t want to annoy people. I don’t want to be a spammer means that it is physically impossible for you to be there. And it is physically impossible for you to write one because the really broad themes as a world who are those farmers, they do not care. The fact that you care proves that you are going to send them high quality stuff.

 

So who guys think you already did it? And when I talk to people like 100%, it is always, Oh, I feel like, or I think it’s like, so it’s not truly the mechanics. It’s I need to get your finger to, to hit the sand on the good old convert kit, Right? Oh my gosh. Okay. Like we can just end the podcast right there.

 

Like, okay, you need to fix your mindset. You’re amazing. You’re not like a douche bag. You’re going to send grace. So I think that’s so cool. Okay. And then the next thing that you talked about is, you know, being on your list is a privilege. Let’s talk about that mindset all together. What do you mean by that?

 

Okay. It is a two side of the coin. One. When you realize that people are honestly lucky to get your enthusiasm, your encouragement, your knowledge, your expertise, they are lucky to be there. So all of a sudden that scarcity mindset of, you know, if I send a newsletter, a hundred people are going to unsubscribe. So no,

 

like I don’t have this mystical thousand number. Like who cares the people on the other end of the screen, do not know if they are one of, 100, one of five or one of 10 million. They have no idea when it is our mission to help you need to help regardless of that number. So when you’re like, Oh, bring it on my list as a privilege.

 

And somebody sends you a nasty email back, you laugh at them and then you kick them out. You’re like, no, like literally I send a lot of emails. I send a lot of what’s called sales emails. I got two last year. One was because I said home slice. And the other one I think had, but face in the subject line,

 

I literally went to go see what these people had signed up for. I’m like, how did you get here? I was mad at my landing pages, my gatekeepers, my content like allowed you in here. So when you go out with that mindset of being on my list is a privilege. Not only are you not going to care about the heaters because you’re like,

 

whatever, Sally, there’s a way more people for me to help. I hope you go find your own teacher is that, then you’re going to have a plan for it. So it’s a two side of the coin, like on next again, you’re allowed to have that human experience. If somebody sends you a me an email back, but then you get to laugh at them and be like,

 

man, I wish I had so much time that I could sit there and complain and whine and have my day ruined by somebody else. But like I’m too busy out there making a difference. So I can’t, Well, you just like blew my mind. That is so profound because I mean, what are the things we’ve talked about in the, the last four years is having somebody on your list as a privilege and,

 

and treat them with care and all these things. But what you’re saying is just so true to every single thing that I know, I feel as an entrepreneur bit like basically, like, I feel like you have just given people permission to be like, you are valuable. What you say is worthy. Your content is amazing. If somebody doesn’t resonate with it,

 

see you later celly, like you said. And then the next thing I said was really important, which we can even get into in this episode. Was that the gatekeepers is that making sure that your opt-ins, we’re totally not going to go there. Cause we could do a whole show on this, but making sure your opt-ins disqualify people at the same time as they qualify people,

 

the right people, that connection that you meant, I’d love that you mentioned that too. Okay. So when we’re writing email, the next tip kind of mindset strategy that you have is, is really treat people like people. I know I’m literally doing the shocked face. You guys can hear it. So again, because good people doing good things, right?

 

No one wants to be a spammer face. You tend to forget the, like there’s another person on the other side of this screen. So like how many times have you gone to like check your email, but then like the dog knocks over the plants and I need to clean it up. And then by the time you get back to your email, it’s like the next day or two days later.

 

So like, if you have this amazing product, you have this amazing coaching program and you only email people about a once you’re being the jerk. Ironically, it is the other way around because what if they just didn’t check their email that day? Now they are never going to know same thing with, and I know that this goes beyond the scope of this particular lesson,

 

but same thing with launching, like when you’re actually doing a launch. Yeah. If all of your emails are, you’ve got one day left, you got five minutes left and all of those are awful. Awful. You do need to send things about time limits because people do need to know. So I have nothing against timers, but you need to understand what actually goes through a person’s brain.

 

People are not logical. And when my students kind of grasp that around their heads, they’re like, Oh, Piedmont logical. If there were, you would have all exercised today, there would be no smoking industry. There’d be no drinking industry. There would be no drugs because people, if they were logical, why would you start smoking? When you know,

 

it’s only going to hurt you. Cause they’re not logical. So realize that they’re not logical trying to be like what? There’s eight modules. And my competitor only has four. You dummy is never going to work because they’re not logical. You have to actually compel them. You’ve got to cut through the crap. You need to know how a human brain works.

 

And that’s why my students get like astronomical results. And they’re like, Oh my trip wire, it’s converting at like 5%. Can I go higher? I’m like you to realize that normies only get it at one to two. Right? And they’re like, Oh, so then we’re just like, you know, going against ourselves. But when you understand how a human brain works,

 

treating people like people it’ll all work, which is why, if you haven’t emailed your list in a while and your first emails is big sob story about why you haven’t emailed them in forever. Everyone is going to be like, I don’t like you. Cause like they don’t care. But if you go in with some type of value and then you’re like,

 

Oh yeah. And if you’re wondering, how would I get your email address? Again, treat people like people because you signed up for this. Oh, all right. Help me out with something. You tell me what I’m thinking. We’re good to go. I’m not going to hit spam. I might just unsubscribe quietly. So treat people like people realize how their brains work.

 

So many good things that you said there. I love that. Okay. So let’s actually talk about, and I was actually laughing. I had to put myself on mute cause I started coughing. You’re totally. You totally have me. Correct. You know, leverage really love it. So talking about like I know, right? Like talk about, let’s go into actually the mechanics of writing an amazing email.

 

So walk us through the mechanics of actually doing it after everybody deals with all the mindset stuff, which I’m so grateful that that’s how you open up this training. I mean, you just have to, again, just like set up. So you can’t do one in seventh grade and have a six pack forever. I mean, I wish present witness tasks could have just been like take that postpartum weight.

 

Right? So again, it can be a daily thing, you know, it can be a daily thing. So don’t just think like, Oh, but I thought I worked on this. It’s always going to have a thing. So when it comes to writing emails so good, they can like the screen one getting out of your own head is important too.

 

Like we had just talked about treating people like people is important. Why do you check your email? Cause you don’t want to have to write that sales page you’re supposed to, because you don’t want to have that awkward conversation with your VA because you’ll know that you’re supposed to be pitching podcasts, but you don’t want to get around to it. So they’re like,

 

Oh, let me just check my email real quick. Right? So you’re doing it as a distraction. You’re doing it as an escape, which is why when people are like, Oh, but I send these big, long, huge emails. Yes. I know being in spam is probably a bad thing. Promotions it’s all right. People check that tab.

 

The thing you do not want to be in is the all read this leader email. Okay. So you cannot info slap people in your emails because people are not going in with the mindset of an email of I’m going to do hardcore learning. That’s what a blog post is for this sort of podcast is for that’s what a YouTube video is for. That’s what a course lesson is for an email is that short hit of escape.

 

Okay. So you need to realize that. So when you’re doing your email, yeah, you can have on that super long, as long as it’s entertaining. No one’s going to care. And as long as you’re not trying to tell them a hundred different ways to get clients, they’ll be fine. So when it comes down to actually writing an email like that makes them want to like this screen one,

 

you need to realize what your actual goal is. So your goal might be for them to reply back. Your goal might be for them to read an email, your goal might just be to build comradery. Then you’re going to want to make sure you have an action. I say, every email needs a call to action. It doesn’t have to go someplace else,

 

but it can be a reply back. I think that reply back is one of the strongest calls to action. Because next time it is more likely that your email is going to be in the folder that you want to be in. Or again, it can be a follow me on Instagram. It can be on this, but you’ve got to give people a reason to go over there.

 

You just can’t send an email being like, Hey, are we connected over on clubhouse? No, you need to entice them. What is in it for them? Treat people like people. So in order to make your emails more entertaining, I get constantly, but Kate, I don’t have a big personality like you, but I’ve averaged, but I’m boring.

 

I guarantee you, there are something about you that you can start putting into your emails, whether it is the name of your cat, your favorite song. You can, one of my favorite things. If I can’t figure out, what I want to email about is I’ll go to a website called holiday insights. You can just Google any of them and I’ll see like what day is it?

 

Like a national nacho day? Okay. So like say if I was a food blogger, then I could just send Nasha recipes because it’s natural nacho day. If I’m somebody else I could talk about like know like it’s natural natural day. And you know, since that’s pretty cheesy, I want to tell you about the three things that are going to make your website cheesy.

 

Like you can just rip off of these things. And now all of a sudden, not only are you just using just stats to like 200% of blondes, make more money, I’m making that up. But again, look for stats about your industry stats, about what day it’s going on and then just make some correlations. And the more that you get used to doing that,

 

the better that it’s going to be. Again, there was a reason why you created a blog post or why you’re going Facebook live, which got me thinking about, which is why in the slide. I don’t just necessarily give them the link, give them the link, but then put a little bullet points because you got to remember, people are reading on their phones.

 

So when it comes to structuring things, you want to make sure, honestly, if it’s longer than two sentences, I say, give it a paragraph. It used to be three. But I feel like if it’s a wordy three, the probably should be a paragraph. So you’ll see that a lot. Cause people will skim, you know, make sure you use things like bold texts,

 

but have, you know, little bullet points underneath to talk about like, what’s so great on there. Like, Oh, okay, it’s going to tell you the one thing never to send in your email. She’s going to tell you, if you haven’t emailed your list in forever, these are the two words you used to not having your email, like think of what can I do to make these a little bit more interesting.

 

And then it’s like, Oh, because every email guys spoiler before, really every email is a sales email because you are selling the fact that you get them, that you understand them, that you’re going to be there for them, that you’re consistent, that you want to interact with them and that you are not ability to borrow him. So whether you’re asking for cash or not,

 

every email is a sales email. So now you don’t have to get over sending any cause they all are. Oh, I love that. I love that. Oh my gosh. It’s so good. You’re just gold. Okay. I mean, that’s just, you just nailed it. That is so good. And I have learned so much here. Okay.

 

So I’m going to throw out a couple of common questions that we receive as a company. And since you’re the email queen, let’s see how you answer these. So, and you already answered the first one was does every email need a call to action? And so you’ve already answered that. So we’ll just skip through that. And I love how you answered that in some form.

 

Oh, you know, let me ask this question in case anybody’s thinking, could the call to action, be giving them steps, like now go outside and look up at the sun and take two deep breaths. Like could the call to action be something that doesn’t have to do with replying or interacting back to you at all? Or is it just having some sort of a call to action?

 

So definitely give them action steps. Like quick wins are huge, which is why I love how you said go outside and take two deep breaths. And you didn’t like tell them like this whole giant routine to do, but there’s nothing to say at the end of it that you can’t be like, and when you go outside snap a pic and tag me on your Instagram stories.

 

So that way it’s really organic. And so that way you can share them on for doing something. So if you’re going to give them a little task, give them a place where they can brag about themselves, treat people like people, they like feeling good About themselves, post About it. And some people will, some people post in the Facebook group tag me on your eyes,

 

your story post on my business page. So I can say how awesome you are. Let’s go outside together. You know what I mean? So that way you can incorporate them more in the world and then treat people like people they’re going to associate that good feeling with you and that’s what you want. Cause then So cool. Okay. And so along those lines,

 

we’ll just say, if you’re listening to this podcast and you absolutely love everything that Kate’s saying, make sure that you take a screenshot, I’ve listened. He does put it on your IgG story and tag Kate and tag, thus we live company, or you can just tag April beach life and okay. So cool. Now next question. Newsletters versus emails,

 

you know, the newsletter was kinda dead honestly like seven years ago, but now we actually have clients that like their newsletter is so amazing and they only send it out like once a month and it’s like long and juicy and almost like a calendar. What is your take on the strategy and the difference between newsletters in regular emails? How have you seen those playing out?

 

If you will only send a newsletter and by newsletter, I want to make sure that we have the same definition. Are you saying something where it’s like multiple calls to action, multiple sections? Is that what you’re defining as a newsletter? Yeah. These are huge newsletters that some of our clients, which are larger companies already, that you know, are in the process of scaling that they send out these newsletters,

 

people like go crazy at one of them could be sign up here for this. And one of them could be, did you remember to join this? There are multiple calls to action. In these things. We call that more of a magazine style email. If that is the only one that you will do, so you will actually send it, then send it.

 

So I had an interior designer who was a student and when she tried to do of that one call to action type of a thing, she really mindset got into her head a lot. And so what we did is we went ahead and we turned it into like her Wednesday newsletter. We gave it an actual name and I told her just like magazines have repeating sections.

 

You need to have some repeating sections, but realize that if you are trying to sell, say an ebook and you’re still having all three of those sections, then the likelihood of them buying is going to be a lot lower to people. Like people, you give them a lot of stuff to do. They will do everything else or they’ll do nothing. Like there’s actually a scientific study.

 

The jam study. If you get 12 choices versus 24 at 24, you’ll just walk by because you’re just like, that’s too much for my brain. Right? So when I told her, that’s not to say she can’t have flash sales or launches because I feel like, Oh my goodness, she’s emailing on Monday. It’s gotta be important. So then she can just do the one that has the one call to action.

 

So make sure that you are strategic realize with those newsletters, that the likelihood of them going to spam or promotions is going to be higher. The more outward links to different places that you have, the more likely it is to trigger something. So you can link to your Instagram five times if that’s your call to action, because it’s going to the same spot,

 

your Instagram. But if you’ve got an Instagram one, that’s going to a deal that you have one that’s going to a blog post one, that’s this one that’s that it can go in there. But again, if you are more likely to send us a magazine style newsletter than send nothing and send it, just realize that your sales aren’t going to be as high because you can’t focus them on one particular action.

 

So like I would never send a new style in the middle of a launch that would make no sense because people would get derailed. So that’s just the difference if what you want to go with. So if you’ll never do anything, just one of those, but again, try to keep it consistent because then people that are interested in certain parts, they’ll always go right down to that section.

 

Okay, cool. And now I have a couple other questions that are coming up that I know people are probably thinking. So I’m trying to be in the mind of our listeners right now, a question about the frequency of sending. Is it better to send more frequently, you know, less frequently? Does it depend on the relationship between the business and the audience?

 

Is there like a regular consistent, like rhythm that you recommend with email sending? Okay. For most people, if you only send once a month, this is nothing. That’s your client. And again, if they’re a larger corporation, they could probably get away with it once a month. Especially if you’re a smaller, more personal brand is not going to necessarily be enough because people are going to forget about you.

 

You’re not top of mind, they’re their goal. Fishes. Everybody has a goldfish treat. People like people. You’re going to hear that a lot. What I would say for people, especially if you are a personal brand, especially service owner, you’re selling your own courses, aim for once a week. That’s four emails a month. Y’all handle writing four emails a month and what’s gonna end up happening is you’re going to get so good.

 

You can batch them, meaning, sit down and write them all. Sometimes w a lot of my students really love to do is they will come up with a topic for all four and then they’ll write like two at a time. Right? So again, it’s done, they’ll load them into the convert kit. They’re active campaigns. Doesn’t matter whatever tool you’re using.

 

And then they know that they’re settled and then people get so hyped about this. Or they do some casual selling, which we teach in the course. And then I’m like, okay, I’m going to add another day. But I would never say like, email this. Now, if you’re doing a launch or you are doing a flash sale, you’re going to want to send more than one email.

 

Because again, people might not check. They might forget treat people like people they procrastinate so that you’re going to have a little bit more. But as long as honestly, what you have to say is interesting and it’s tackling different doubts or your habits that people have, you can keep sending Austin repeat yourself. Okay. And then the one last question I had is when somebody does have a launch,

 

you know, it’s normal that people unsubscribed from the list and people get so afraid of that. They’re like, Oh, like the whole mindset thing, which we already knocked out of the ballpark, that’s gone. Now, we already dealt with that. What the question here is, is there like an average expectation for a percentage of unsubscribes that you have seen during launches or is it totally vary based on different brands and businesses?

 

How frequently they launch? How big obviously, how great the relationship already is with building the relationship? Is there like a average percentage that people can quote unquote expect in unsubscribes around a launch period or no, I don’t know if it’s necessarily during a launch period. The only stock that I could find was in general and it’s actually does hold true. If you guys go look at your analytics is usually when you send any type of email,

 

you can expect about a 1% unsubscribe rate, which is pretty interesting. So again, if your number is a hundred, then your percentages are going to be like very skewed. So keep that in mind. We need to have some logical, even though I don’t do logic, but like, so keep that in mind, right? When it comes to a launch,

 

the biggest reason that people are unsubscribing is because you started talking to them about something they didn’t care about, or you never gave them an out. So like the launches that I do, even though, like, I teach email marketing. If you didn’t sign up for a launch, trigger a webinar, a challenge, all of that. I’m not going to send you all my launch emails because you’re not going to want them.

 

I will send you two. And one of them is just a recent it’s like, Hey, I know you didn’t sign up for this webinar, but I know that you were struggling with ABC and D this is open until Wednesday. If you want to come, come, if not, that’s cool. And then in my launch emails that I have, and I always tell my students to do this too.

 

I always have that link bottom of the email, sometimes top of the email, Hey, if you know that love your list is not for you. This round, then click here and we’ll chat after the launch is over. Or Hey know that you have a great relationship with your list and you’re making more than $10,000 a month with it. Click here.

 

I won’t tell you any more about my course, because you don’t need us right now. Just give people an out, treat people like people. But again, if you are setting that one hour to go 30 minutes to go five minutes to go, and you’re making everything about you, then I guess if you could take anything away from this, especially when it comes to launching,

 

you need to be more excited for them than yourself, because nobody, I mean, we do care that like you have expertise. So I’m not saying any of those fake it till you make. And I hate that line. What I’m saying is I am so disproportionately passionate about seeing Sally earn money from our food blog. When everyone else in our whole fricken family thought that she was nuts.

 

Like, I am like hardcore rather than like, love your list. And I make all of this money. And like, yes, obviously in each of them, a copywriter, not some rando that hit like big with a pin, obviously that’s important, but it’s not like, Hey guys, my course is open. Never it is. If you are struggling with this and I get very,

 

very specific, we call them moments. We don’t have time to talk about them. Now y’all are going to have to tell me to find out that’s right. Then I got this and it is going to help. And here’s how it’s going to help because I am so excited. Literally you can see my face to see my people succeed. You have no idea.

 

And when you come at anything that you create that way, and I don’t care if it’s a meal planning guide, I don’t care if you help cleaning products, I do not care. We are more excited for what they’re going to be able to avoid and achieve. It’s like, I know, yeah, I’ve got this thing they’re going to buy. This is why my students and I get a logical Results and people like that’s bananas.

 

Like no that’s treating people like people. You are so good. I’ve appreciated you sharing and totally pouring out your crazy good expertise into our audience. This is amazing. Okay. So you have, of course an amazing free thing that people can have. Like if they want to connect with you further, or if they just want like these amazing results, you have two years worth of emails that you are giving to our listeners.

 

Tell them what that is. That’s amazing. Sure. So what it is is two years worth of email idea prompts. So if you’re ever sitting there looking at your screen, you’re like, I’ve got no idea what to email about. Or even if you’re like, I don’t know how to make this next thing sort of interesting. We do have it dated.

 

Now, keep in mind if you’re listening to this and it’s like July, it’s like, Oh, well, half the month is wrong. Spoiler alert. January is going to come back. So as April, so it’s may, so you can just restart it over. Like there’s no problem. And some people will actually they’ll follow it verbatim. Like,

 

Oh, may it sets in this, this, this, and this. And we’ll do it. Some people mix them up. Some people go and just peer in other months. And that is 100% there because now, you know what it is. If anything is time-based because a couple of months we’ll have something like, it’s not Neil national hug your cat day,

 

but if there’s something that’s going to be time-based to be, well, we make sure that at least once a month, you’re really highlighting some type of paid offer, whether it is an affiliate deal, whether it is her own stuff, any of that sort of stuff is in there as well. So you can hand it on over to Kate Doster dot for slash Sweet life,

 

either with a hyphen or without I got you both. And then you guys will be able to get that. And you can always listen to my podcast, wherever you’re listening to this. It is in a box of besties and my Instagram, which I’m working on. Let’s say it that way. I spent so much time cultivating my email list, social media.

 

I kind of forgot about, so it is Kate underscore Doster. So y’all can see the name and I’m sure we’ll have it in the show notes. Yeah, we will. And yeah. Yeah. Instagram followers does not equal amazing experts. Definitely. There’s not an equivalent therapist. I want people to be able to connect with you more. And also you are newly on clubhouse.

 

So I’m like talking to you behind the scenes. You guys, if you’re in our Sweetlife club on clubhouse, I’m talking to Kate about getting on the calendar. And so we can do a clubhouse room for you guys where you can connect with her directly and ask her your questions, which is so cool. So we’ll put all of that information in the show notes as well.

 

Kate, thank you so much. It was so awesome to get to know you and to hear everything that you deliver today. We really appreciate your time. I think you’ll ever remember guys being on your list is privilege. So treat it like one<inaudible> Thanks so much for hanging out with us at the end, you are the a game players, right?

 

You were the winners, the ones that stay and apply all the strategies. As a matter of fact, I was speaking in a clubhouse room recently that if people actually just listened to this podcast for the last four years, they probably would save up to a hundred thousand dollars in startup and scale business coaching that they might have spent on other coaches. We really are here to dedicate true and proven business strategies that you can take to the bank.

 

So thank you so much for listening to this show do join us in our clubhouse room. We would love to meet with you and clubhouse. We’ll be speaking live at 12 o’clock Eastern with Kate Doster herself. If you’re listening to this live, that will be Wednesday, April 2nd, at 12 o’clock Eastern. And you can find that room by visiting sweet life business.club.

 

I’ll say that again. Sweet life business.club. And all you have to do. If you are a clubhouse member is you can quickly simply click the button and join our club and you’ll get a notification of this room. All right, you guys have an awesome day. I’ll talk to you next week. Bye-bye

Episode 219: How to Build A Personal Brand That Lasts A Lifetime – with April Beach and Nicole Herring

Nicole Herring 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:

Entrepreneurs in the first stages of business growth, who feel like you’re struggling to make a decision on your personal brand and how to represent yourself to the world.

Summary:

As an entrepreneur, expert or professional leader, one of your strongest assets is your personal brand. Your brand is the outward representation of who you are and what you bring to the world. But oftentimes, leaders struggle with imposter syndrome, or get confused about how they want to show up. You might be afraid that you can’t take things back once you show them to the world or you’re fearful of judgment or regret.
 
In this, our guest Nicole Herring, NLP Practitioner, breaks down her process to help you make strategic. personal brand decisions.

At the end of this episode you will:

  1. Understand personal vs company branding
  2. Have a set of questions you can ask yourself to make personal brand decisions

Resources Mentioned:

 
 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate, Hey there, and welcome to episode number 219 here on the Sweetlife entrepreneur in business podcast. And today we are diving in and Having a conversation all about how to build a personal brand that lasts a lifetime with our guest in the house today,

 

Nicole Herring, this is a great show and we’re going to go ahead and dive right in. But before we do, I want to make sure you have utilized the tools we have for you here to grow and design and scale your business here at this sweet life company. And through this week, I have entrepreneur podcast, all of which can be found by visiting Sweetlife co.com

 

on there very specifically, I want to point to our start to scale up system. If you haven’t yet taken the self-assessment to find out what stage of business you are in, it is absolute gold. There are some short questions for you to answer. And then based on the stage of business, you’re in, we give you a whole entire list in a checklist,

 

actually with support in steps to get your business to the next level. So no more confusion overwhelm or shiny object syndrome. There’s a very short assessment will get you there. And you can take that assessment simply by visiting Sweetlife code.com forward slash quiz. Okay, let’s go and head and dive into today’s episode with our guests. This is what we’re talking about.

 

This show is great for any of you who are in the first stages of your business, launch and development, and even scaling your company. So based on where you are in that, self-assessment, this is great for those of you in stages one through three, and you feel like you might be struggling to make a decision on your personal brand and how to represent yourself to the world.

 

Because as an entrepreneur expert or professional leader, one of the strongest assets that you have is your personal brand, right? And your brand is an outward representation of who you are and what you bring to the world. But oftentimes commonly leaders struggle with imposter syndrome. They get confused about what they want to show up, who they want to show up as who they want to show up for.

 

In actually I talk with a lot of entrepreneurs who are kind of afraid just to even put their personal brand out there to the world, because they know once they do that, you know, you can’t really take it back. And so they feel like they are just stuck in this place where they can’t move forward. You’re worried maybe somebody is going to judge you and you don’t want to have any regrets,

 

but as a leader, as an expert, even if you have a company brand, it’s important that your personal brand shows up to the world, because people are going to connect with you as a person so much more than they’re going to connect with a brand or any sort of accompany brand first. That’s why everybody loves seeing behind the scenes on your Instagram or talking to you directly in a clubhouse room,

 

who you are and who you show up as are incredibly important things. And so that’s what we’re talking about on today’s show. Today’s expert is Nicole Herring. She’s an NLP practitioner that breaks down her process to help you make strategic, personal brand decisions. And here’s a little bit of Nicole story and she shares it more when we dive into this, because I think it’s important for you to connect with it.

 

Basically she’s done everything. She’s been a designer and an entrepreneur, and she struggled with the fact of really stepping into who she is called to be as far as being also a mom. And she has gone through the process to create an amazing structure that she’s going to guide you through today that helped herself go through how to make personal brand decisions for her business.

 

Another little backstory here is Nicole is also, I first met her. She traveled with us to Florida in fall of 2020 for our Sweetlife company planning retreat. I had never met this woman before. She was absolutely a gem, even though she lives like 12 miles from me, isn’t that crazy. We had to fly to Florida from Colorado to meet each other for the first time.

 

But one of the things that really stood out to me, she photographed our entire week there and it was amazing, but how she did that was she really worked with my team. She photographed my team as well to really extract who they were as people so that it represented in the outward view of the photos that they would use professionally. It was absolute genius.

 

And that’s why I have invited her on today’s show. You’re going to absolutely love this woman, just like I do. So at the end of this episode, you’re going to understand personal versus company branding. And we’re really diving into the personal branding side. And Nicole has given you a set of questions that you can go through and ask yourself to make the smartest,

 

most confident, personal brand decisions for yourself. All of the show notes and everything we’re talking about can be found by visiting Sweetlife co.com. And this is episode number two 19. All right, let’s go ahead and dive in.<inaudible> All right. You guys, I am joined by my very, very good friend, Nicole Herring. And let me give you a little bit of a background story.

 

Before we dive into today’s business trainings. Nicole lives 15 minutes from me, but we had never met. We were introduced by Cathy Hawn. Who’s an amazing woman and she connected us because I was looking for a photographer. Now here’s a little bit of the background story too. I have never been into like personal photo shoots because I didn’t believe anybody could actually capture me and who I authentically am.

 

I was, my experience was I was always like forced to be somebody that I’m not anyway, long story short. We were planning our business retreat at a beautiful beach in Tampa, Florida on the beach in Tampa, Florida. And I really wanted to bring a photographer and I met Nicole and I realized he was the first person that I had ever found that could truly capture the authentic behind the scenes of what we were doing as a company and to get amazing photography of really what it’s like to be part of the Sweetlife company and who I am as a person.

 

So I had the pleasure of spending a week with Nicole on the beach in Tampa and walked away with the most incredible photos, just capturing everything we did as a company. But then also, I mean, this woman took the time to know me. She even had me like laying down in that sand And I was like, yes, you want me to lay down with my hair and the seashells in the ocean.

 

I would love that. You know, so she, I really took the time to know who I was as a person. And I am just so blessed to have her in my life. Now, the thing that we’re talking about today is one of Nicole’s incredible giftings, and that is helping entrepreneurs actually create this personal brand that lives a legacy that is true to who they are as people.

 

And so there’s a big process of doing that. It’s not just showing up to take pictures. There’s so much more than Nicole identified in that. And that’s why I’m so pleased to introduce you guys to her today. Because after you hear about her process, it’s going to really put you in the right direction of creating your personal brand in a way that’s true to you.

 

So Nicole, welcome to the Sweetlife entrepreneur podcast. So glad that you’re here. Thank you. I’m thrilled to be here. I just want to say thank you. And yeah, I love, I love how we had to travel to another state, literally on the other side of the country to finally meet each other, we have had a couple of calls and COVID kind of came up and our original plans derailed,

 

but we came together anyway. So I love how worldwide our brands are. And yet, like we still had to meet, we still had to get on a plane to actually connect. And it just, it’s just the way I love to do business. Like, I’ll meet you by the beach. I think I wrote that at the bottom of the email.

 

I’m like, just tell me when, and I’ll meet you by the ocean. Right. And we did too. Like she met me by the beach. It was awesome. Tell everybody, yeah. Tell everybody about, you know, kind of your evolution To your now area of incredible expertise. Thank you. Yeah. You know, it’s interesting. Cause it’s like at one point when I decided I wanted to leave the version of motherhood,

 

that was the stay at home, the homemaker version of motherhood. What else is out there for me? I really did not know what that looked like. And I just thought, how can I get paid to be creative? I didn’t know what that meant. There was a whole entrepreneurial part of the journey that I was just like, so outside my realm of possibility at that point,

 

I didn’t know what I didn’t know. And so I did, I went on a journey for a couple of years of just allowing myself to say, Hey, I would love to get paid as a personal stylist. As an interior designer, I rebuilt and refinished furniture. I paint on canvases, like all kinds of things and then fell into finding that I had a knack for writing.

 

And then writing led me to copywriting and copywriting led me to branding and branding led me to photography. And then it was like this whole full circle cycle where it was kind of like, Oh, branding, photography, personal style, interior design, all of that is all so well encompassed and all the facets in one nice and neat package. And I was like,

 

Oh, so like, I didn’t even know branding was a thing. So I really pursued that path. And I really loved it. I worked with some great women, helping them build their brand, writing content, helping them create launch strategy. And then they would do nothing, right? Like they would pay me thousands of dollars to develop these concepts.

 

And then they would get stuck in their own brain. And in their own minds of feeling like they were an imposter or they couldn’t figure out how to then become visible in their business, even though they thought they were hiring me to solve the problem of, Oh, as soon as I have the copy, I’m good to go. As soon as I have the images,

 

I’ll be good to go. As soon as I have a launch strategy and I have the bird’s eye view, I know how to take steps. I just need somebody else to show me, help me see the way. And so I thought, Oh great. I’ll be happy to be, get paid to be creative and do all of this. But then I found that they were just not taking action in the business.

 

And I thought to myself, okay, what is it that is keeping some people from taking action and some people did not. And then it kind of, I stumbled down the path of NLP, which is neuro-linguistic programming. It’s a modality for coaching through the mental and emotional blocks that keep you from creating success in your life. And I found some of my own blocks and healed and transformed theirs.

 

And then I was like, sign me up. How do I become a practitioner? So I put a pause in offering creative services so that I could bring this to my clients so I could support them mentally and emotionally while they are creating a brand so that they’re not living in this tension of who they are portraying themselves on social media versus thinking there’s somebody different in real life.

 

And so as a really a matter of eliminating that tension and helping them see that they are the best and the worst of both of that and owning the good, the bad and the ugly so that they could actually move forward with their business. So there’s the long and the shit of it. Yeah. I mean, that’s so it’s so important. I think there are so many people listening that have spent so much money on valuable deliverables like you were creating,

 

right. And they thought that that’s what they’re missing and they still don’t take action on it. And so I love that you were so intentional and you’re like, wait a minute, you’ve paid me thousands of dollars and you’re still not using this stuff. What’s the problem here. So I love your journey. It’s very much who you are now that I know you kind of being like,

 

okay, now where let’s take another step back, where are we getting stuck? Where’s the bottleneck. So today on the show, we’re talking about how to build a personal brand that lasts a lifetime. And we’re really talking about a really how to encompass that. And there’s so many different things that we’re going to dive here. And, you know, if you’re listening and you have bought many things before and maybe felt like you were stuck and you haven’t taken action,

 

this was a really important episode for you to keep tuning into cause Nicole’s can actually take you through her framework in order to actually that outlines a thought process for you. So you can make intentional decisions, which is so cool. But before we get into that, let’s kind of set a baseline for somebody who’s listening that might not know. So first of all,

 

let’s define the difference between a company brand and a personal brand and kind of dive into that just real quick. If anybody, I wouldn’t say, if anybody I know who so many people ask me these questions, like, should I brand myself or should I brand my business? And what’s really the difference. So can you just basically explain that for anybody who might be wondering?

 

Sure. So when you’re branding a business, you’re branding a solution that appeals to a particular ideal client. And so everything that you’re doing within a brand of a business is okay, who’s our ideal client. Who’s willing to pay for the solution that we’re offering. What is their price point? Is it for a business to business solution? Is it a business to consumer solution,

 

right? It’s all about the consumer and the problem that they’re attempting to solve when you’re in a personal brand, you’re still very focused on the client, but the client also wants to feel like they’re resonating with the person who’s delivering the solution, who’s delivering the transformation. And so the personal brand aspect is just, it’s a bit about who you are as a human and you’re injecting those qualities into a brand.

 

And the very simplest way is to take like, like you and I were talking about previously is just taking, you know, a few basic adjectives about who you are as a person and injecting that into the visuals of your brand. And so that when people meet you in person, they feel like they already know and connect with who you are, because your feed or your,

 

you know, the way that you speak, the energy that you have comes through. And so there’s, there’s no disconnect there in the personal brand, from the visuals we’re seeing online and the person that they meet in person, right. Because you don’t, your brand is speaking for you long before you’ve actually connected. One-on-one Right. And something you said to me before we started recording,

 

that was just super important is that you said the personal brand also tells the idea of clients. It tells them a story of what’s possible. So they are actually able to see what they personally, it’s very hard to find, see yourself personally, in a company brand, right. But when you’re looking at a person and you’re seeing their life and what they’re doing and how they’re going about doing that,

 

where they go and what they’re wearing and who they’re hanging out with and all those things, all of that is representative of what is possible for them when they work with your services. And I thought that was so important for people to understand. And that really speaks a lot to, if anybody has that question, should I brand myself, or should I brand my company?

 

There are very important. We could have a whole podcast on that, but just, just to take away, there are some very important to note that doing both is very important. Moving forward to a certain extent, obviously, based on, on your company and based on honestly, based on your company, exit strategy, if you want to have your company acquired and things like that in the future.

 

Okay. So let’s go ahead and dive into why it’s important now. So some of the reasons why it’s important to create an authentic personal brand that is really, really true to who you are in a couple of things I want you to define for us, if you could, please are number one, what is imposter syndrome? Because that word is used quite often and people might necessarily not necessarily know the actual definition.

 

And then what’s in between that in self-doubt. Yeah. Thanks for asking. And I did bring up the definition just because I want to make sure that I am saying it correctly, because the way that I, well, I’ll just go with it. So imposter syndrome, according on a quick Google search, it says that it’s loosely defined as doubting your abilities and feeling like a fraud.

 

And it’s disproportionately affects high-achieving people who find it difficult to accept their accomplishments. And so basically when I say, what, how self-doubt and imposter syndrome differ is it, imposter syndrome says that you even look at the evidence and then you diminish it. You actually say, Oh, I’ve created 40 grands in my business, you know, in X amount of time.

 

But that was just a fluke. Like I got really lucky. These three things happen, X, Y, and Z. I didn’t really make that happen. It was a fluke. It was by accident, all that. So you diminish what you’ve accomplished and also hold it against yourself. And so the self doubt is what keeps you from taking action in the future.

 

So then you’re now diminishing. What’s possible for you, even though you have evidence that supports that you can create Results because you’ve done it. You’ve now diminished it and created self doubt that then prohibits you and even self sabotages. You moving forward with the expertise, the zone of genius that you have, the skillset that you’ve nurtured, or your natural talents that you have,

 

right? Like all of that, you then now discount and say, it’s not, I mean, I can’t really charge. I don’t really know what I’m doing. Like I just, you know, whatever. So now you’re discounting what you can do in the future. And the imposter syndrome kind of is how you reflect on what you’ve accomplished and say,

 

I’m just surprised if, if only people I, the fluke made 40 grand or whatever it is. Right. Right. Okay. So just a random question for somebody who’s listening. I mean, most of our listeners are in this growth and scale phase of their business, but for those that are listening, that are brand new business and they haven’t done anything yet,

 

like they’re starting from scratch and they’re looking around and being like, like, how do I do this? There’s all these other people that are better than me that have been doing this longer than me, that LA LA LA like all these things that they’re saying to themselves in their mind, we’re going to go through this framework here, which I’m so excited for you to share your framework.

 

But is there something that you would say to them specifically? Oh, for sure. So all the time, and I mean, this is, I’m not making this statement up. People say it all the time, but it’s like, you cannot compare your beginning to somebody else’s chapter 47 or whatever it is. And so you have to allow yourself to,

 

to be bad, to be a starter, to be fresh, to be new. And also, if you really want to look at what you’ve accomplished in your life, you can lean back and evaluate self-evaluate every job you ever had, even as a babysitter when you were 14, right. Like take it way back and go old school and look at every job you ever had and look at the skills and qualities and things that you have honed and created from each individual job.

 

I mean, I know I worked at a bagel shop when I was a child. Like not<inaudible>. Yeah. You definitely got through that. I mean, 15, we were children. Right. We thought, we thought we were so big, but yeah. So, you know, 15, I worked at a bagel shop and then I worked at a law firm when I was 16 years old,

 

just, you know, working in the back. And so every single job that I’ve had, I’ve been able to look and see like, okay, well, if I could do that job at age 16, then what did I get from that, that qualifies me for what I’m doing now. And you can actually go back and just prove to yourself and self-evaluate and say,

 

actually, I had no luck, I’ve done a lot, acquired a lot of skills. And so it’s the human condition to look at where we’re lacking, as opposed to where we’re actually having the skillset and honoring what, what we do know. And so you have to literally train your brain to not look towards the negative and seek out the positive. Okay.

 

So, and then one of the, one of the ways that this works, even with one of my clients recently is that she was like, I was like, okay, tell me a time in which you felt really successful. And she was like, Oh, I don’t know. I’d have to really think about it. And I’m like, don’t think about it.

 

Just tell me a time in which you felt successful. She’s like, well, I don’t know if the is like successful enough. And I was like, see right there, right there as a, as a feeling of not being good enough. And the reason why is because if I said, tell me something that sad that happened, you could immediately go to a sad memory,

 

but you wouldn’t second guess, was that sad enough? Was that the status memory I’ve ever had? Probably not. Right. And so it’s a human condition to really look at the least important parts of the detail and make them the most significant things you have to retrain your brain. And so that’s a process that I actually teach my clients. That’s the reframing process that I’m going to teach you right now.

 

It’s a bit of, a lot of different things that I’ve learned. There are so many teachers out there who teach different parts of this. And for me, pulling it all together was not a feat in the sense where it was a hard accomplishment, but when I really saw the full picture, it just kind of blew my mind. And so until that process,

 

yeah. Do you want me to Right into it? Yeah. So let’s tell him, let’s kind of set everybody up for what’s about to come. So there are seven steps to it and you actually break out the word reframe into an acronym. So sh so you’re going to guide people through this process. And so at the end of this process, like when they’re done with this,

 

they’re going to have a clear thought process to make decisions on building their personal brand. That will last a lifetime. So that’s the outcome of what you’re about to teach here. Yes. Okay. So let’s go ahead and dive in. Yes. Tell us your reframe process. Okay. So when you are reframing something, the first thing we want to do is really look at,

 

okay, what is the real and undeniable facts? What is the reality? That’s what they’ll let our RFC on spore. And so what we want to really do is break it down into three words or less of the problem that you’re trying to solve and take away all of the unnecessary words and all of the emotion and just simplify what you’re trying to create.

 

And so if what you’re trying to do is sit down and create, copy, offer a website. Or if you’re trying to write sales content in an email, or if you’re trying to start a nurture sequence in, in social media, you know, you just don’t make it into a big problem. You just like writing content. You know, what’s the most simple way for you to say this is the problem that we’re solving with the reality of the situation.

 

And so then the next letter is E which is experience. And so you really want to talk about like, what is the experience, the reference in which we want the person plays through the event of the thing. So in reference to writing social media content, when it’s the experience that I want my clients to have, when they’re reading through this, what is the experience I want to have when reading this same thing with writing content,

 

for an email sequence or in sales page, what is the experience we want people to have? And what’s the experience I want to have, right. Do I want to feel confident? Do I want to feel right? So that’s actually F I dumped right into the next step. It’s, it’s such a natural process that I can lead right into it.

 

And so the next letter of reframe is F. And so then you think about, okay, well, what are the feelings I want to accomplish in the writing this piece of content? I want to convert our readers into clients. How do I want to feel the number, one thing that people neglect to feel as confident, or like they know the answer to their client’s problem.

 

And so they sit down and they start to go into this worry, like, I don’t know what to write. I don’t know what my clients need to hear. Oh, what am I doing? Who am I anyway? Right. So they go into this emotional mind drama instead of sitting with confidence that they’re the expert and they know how to solve this problem.

 

If you can tap into that energy and get into that feeling and dictate the experience you want your clients to have. And so when will you, right? So like, let me Over to like building their personal brand. So once somebody listening would be, you know, you’re thinking when you’re writing the copywriting for your social media or in your website, you know,

 

really going through, you know, what is reality? What isn’t, you know, what is the experience you want people to have when they experience your personal brand? How do you want them to feel when they experience your personal brand? Yeah. This process is so good. Okay. So, and then R yeah, so the R is for the reaction.

 

And so a lot of times there’s an unintentional way that we react to our own thoughts and feelings. And so just how I was saying, when you’re sitting down and you’re thinking, okay, what is it, how do I want to be feeling when I’m writing the sales page or developing my brand and deciding who I am in the world and how I’m offering my services,

 

who am I, what are the feelings I want to have? This is the reaction of going in and thinking immediately the human design of just saying, I don’t know what I’m talking about and having that knee-jerk reaction of, of discrediting or diminishing all of the things that, you know, to be true and accurate about yourself and the a and the next one is just assuming radical responsibility and choosing an action instead.

 

And so instead of having the negative reaction and making decisions about your brand, what if you were just really intentional and you chose to like, trust yourself and believe in what you were saying and believe in who, who you were being and not live in that tension of that, your online personality or your online identity, and that brand is any different than who you are at home.

 

Sometimes there is some tension there, and that’s the mental and emotional awareness pieces that you have to kind of get the coaching on because the strategy is nothing. If you don’t have the mental and emotional pieces that support who you’re becoming and who you’re growing into in the online world. And so the M and reframe is for mindset awareness. And this is a different way of looking at it than most people usually do,

 

because a lot of times people think that mindset is, you know, like you’re either in growth mindset, you’re either moving towards something or you’re in limited mindset, or you’re in a lack mentality. And sometimes there’s something in the middle called neutral that nobody really gets to. And so I like to really attribute the mindset awareness to even like a storyline. So if you have a story,

 

there’s like a hero that’s out there, like saving the world. And they’re the ones that are in the growth zone and they’re making all the magic happen. Right. Then you have the other side, which is the victim mentality, the fixed mindset. And then sometimes there’s these innocent bystanders that are just part of the story, but it’s not really their drama,

 

but they’re just there, they’re a neutral person. And so sometimes I think that when it comes to in a mindset, when we’re looking, especially if you’re trying to build your brand, you coach people on this all the time, like find your competitive people, look at what they’ve got, what they don’t have assess their brand what’s missing. And then from there,

 

fill in the gaps with what’s natural and true to you, and really honor what you’re better at, but then get out of there and do not stay in the place where you are now living in comparison land and looking at their, at their content. And now going into the victim mentality that your brand is not as good as theirs, you know, all that kind of stuff.

 

You just need to get back to neutral by just removing that negative feedback from your own brain, by just knowing who they are, knowing what the competition is, and then not living in their world is the only way you’re going to create success. And so you have to just decide, am I going to grow into this? Can I go into neutral?

 

Or am I going to tumble down into victim world and, and be in a limited mindset? And now second, guess everything that I’ve made a decision on. And then the very last word is E which is the three E’s. Cause I could not pick one. There’s too many great words here, but listen, you have to experiment. Okay. So you just have to shift things and just be willing to experiment live in the curiosity whenever you’re testing your brand and you’re validating your offers,

 

you just have to say, what’s working and what’s not working and really take the failure of things landing or not landing away from who you are as a person, a failure. Is it about an event? A failure is not an adjective of me as a human, right? But it might be a rat. The failure of a specific idea that I had,

 

the idea was a failure. That doesn’t mean I’m a failure as a person. So you have to be able to experiment with curiosity, obviously, execution of all things, right? You give strategy to people all the time, how many people are taking strategy in and implementing, right? Like this is the disruption that you want to create in the market.

 

And, and in your industry of saying, okay, like, listen, information is not enough. If you’re not executing and implementing, you’re missing the Mark. And you, I know as a, as a brand and as a company are wanting to really change that. And then self-evaluation, I mean, here’s the thing, the reason why we fire people in business is never the reason why we hire them.

 

So if you can’t go back and look at why you’ve fired employees and you’re not learning anything from that experience, right? So the same for ourselves, like if we don’t self evaluate and look at where we, what worked, what didn’t work and allow ourselves to grow through all the circumstances, building a brand, launching an offer, all those things. If you’re not able to self-evaluate without being hypercritical of yourself,

 

right. It’s like critiquing and experience without being hypercritical of the self, that’s a learned skill set. So, and that’s one of the things that I found is that people were just, their inner critic was so harsh mine too. Right? Like I was like, everything that I did was not good enough. And I did not become an expert in overcoming imposter syndrome because I just learned from a book.

 

This is the crab. I don’t know if I can say cuss words on here, but I’m like, this is the S H I T that I went through to overcome my own self doubt and my own imposter syndrome and be like, actually do know a lot and had to go through this process. So this came from a year’s worth of wanting to get out of my own damn way to be honest.

 

Right. Right. And I love your framework. And I just want to highlight something you said, just kind of in recapping here, it was under the mindset piece. I love the neutral piece. And I think that you’re so right. I don’t hear that spoken to very often too, though, the gross or the fixed mindset, but what you said is you have to just decide to grow through this.

 

And I think that is so important because I mean, there’s nothing sexy or glittery about that. You just choose to go through the process of taking the action, which is your next step, you know, really in believing in what you do. And you just choose, take action to continue on, to force that wall down. And I think that that is so important that you said that.

 

So let’s go ahead and just kind of recap this reframe. So this is your reframe process. And what our listeners can expect is when you go through this and you take these concepts and you apply them to developing your personal brand, it gives you the thought process. So these are things that you think through as you are developing your visual in your written brand and the way your brand is represented to the world.

 

And so first you said the Aras reality, what is real and what isn’t the E is experience. And you elaborate on that. So beautiful. The F is diving into your feelings. The R is the reaction that a is assuming radical responsibility, love that the M is really the mindset piece. And then the ESA experiment execute. And self-evaluation, was it evaluate?

 

Yeah. Yeah, it was evaluate. It’s also good. It’s also good. And so this really is a thought process. I love that you have created a process of thinking to make sure that people are making strategic decisions about their personal brand personal branding. And I think that that’s why so many people get stuck, but when we’re branding a company, you know,

 

it’s totally different and we can pivot brand strategies and all those things. When you are personally branding yourself, especially putting it out on that forevermore timestamp on social media and what that looks like online, things that, you know, we cannot take back. Like once we put them out there, they are there. I think that’s also why people like there’s some confusion or fear or worry of doing it incorrectly,

 

but you’ve just done a beautiful job laying out this framework to have people really consider, you know, this is what I want to create. This is why I want to create it in a very intentional way. That is in fact, going to build a personal brand that lasts a lifetime. So thank you so much for taking the time for people. And how cool is it?

 

Like it’s always through our own journey that we build the most incredible solutions for other people. So the one thing I do want to say, I just want to say one thing is that a lot of times too, people put, they put this feeling of this as like, Oh, it’s, it’s forever, right? And it’s, it is building a lifetime brand doesn’t mean that you have to choose this one thing,

 

and then you’re going to stick to it for the rest of your life forever and ever. Amen. It just means that, you know, like you’re going to be true to yourself no matter what. So your brand is going to be aligned with you for the lifetime of your brand. It doesn’t mean that what you’re choosing today is the thing you have to stick to for the next 72 years.

 

It’s just how to be aligned for the lifetime of your brand. No matter how your alignment, the ebbs and flows of your own journey can always re attribute and rebranding is a thing. People do it all the time. You don’t have to say this needs to be set in stone. So don’t worry about that part. Just know that your brand will always be a reflection of you.

 

If you are really in tune with your and who you are as a human and confidence in that is what creates the most beautiful brand identities. Right? So well said, thank you so much for being on the show, Nicole, and we’ll put it all in the show notes here, how people can find you, but in the meantime, for those just listening,

 

tell everybody about your business and how they can find you on social media and online. Thank you. Yeah, I do personal concept coaching and I do brand identity coaching. And really it is the beautiful part that I love is to support the woman, to feel like she is the best of who she is in real life. And then making sure that that transfers into her brand.

 

And so that it feels this like it’s business, it’s personal and it’s, it’s a one beautifully reflective relationship. Instead of living in the tension of that, my website is really simple. Nicole herring.com and I C O L E H E R I N d.com. I have brand retreats coming up. Let’s all fingers crossed. The travel opens up internationally for right now,

 

we’re doing some, you know, a mainland of retreats. And of course I do coach my clients on a one-on-one basis. And I do have a group program that the sweet life company is helping me to get out into the world. So that’ll be exciting. And yeah, on social media, you can find me on Instagram as Nicole Herring, brilliant or no mine mastery coach.

 

Sorry. I recently changed the name of that. And then of course, I’m on clubhouse under Nicole Herring, just my name. So come find me, I’ll be getting on there and helping women to break through their self belief and limitations within themselves so that they can just get out there and make a difference. Yeah. And I will say, I actually get a lot of questions on who does our photography.

 

So this is the woman you guys, if you’re following me on Instagram, you want to know who’s taken all of our pictures. Nicole is the one and people have been asking me actually like, who is she? I want her to come to me and on my retreat. So those are, those are all good things. And what she’s teaching here in her coaching process sets you up to make sure the outcome,

 

the visual outcome is in line with who you are. So yes, the photography, the retreats are amazing, but I would highly recommend if you aren’t sure, and set and confident in who you are and who you were supposed to be to the world to really make sure that you’re honing in with Nicole and getting that set first. So everything you build and create is manifesting in the way that it is supposed to,

 

and it’s in line with you. So thank you so much for being on the show. I absolutely adore you. Thank you for who you are to us and the things you do for us as a company as well. All right. You’re welcome.

Episode 218: Entrepreneur Sleep: How To Thrive As A Peak Performer – with April Beach and Mollie McGlocklin

Mollie McGlocklin SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Join the SweetLife Entrepreneurs Club on Clubhouse to join an upcoming room with Mollie and April

Who This Episode is Great For:

If you’re a sleepless entrepreneur, this show is for you.

Summary:

Sleep is affecting our businesses. Whether good, or bad, your sleep is connected to your company’s performance in some capacity. And, beyond that… our health and livelihood as humans.  But we all know that, right? 
 
If you’re like me – You have no desire to listen to a podcast that discusses everything you already know!  But this episode is different. Sleep expert, Mollie McGlocklin dives into tracking your sleep with tech, understanding Heart Rate Variability HRV, and simple small-steps you can do each day to work with your Circadian Rhythm. 

At the end of this episode you will:

  1. Know how your Circadian Rhythm affects peak performance
  2. Know how to read the date from your wearable sleep technology
  3. And have basic things you can do tomorrow morning towards more productive and healthy sleep

Resources Mentioned:


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. Hi everybody. And welcome to episode number 218. And I’m April beach, your host founder of the suite Life company. And I am so glad to be talking to you again, usually on this show,

 

we’re talking about scale strategies, online, offer creation, how to create your courses or your mastermind and funnels and marketing. But we are all about building a business to give you the life that you want. And so that requires a holistic view on strategies for both business and life. And so I love doing shows like the ones that we were doing today.

 

And let me be completely clear with you about why this show really hits home for me. About two weeks ago, I landed in Philadelphia from Denver for a weekend to visit my oldest son who plays lacrosse for the university of Delaware. And I was on my laptop. The whole entire time got out of the airport, got in the rental car, turned on clubhouse,

 

and I was really tired. You guys, I had just gotten to this point where I had been going, going, going, by the way, I thrive on going, going, going, but I turn on clubhouse and I was browsing through the rooms of what I should listen to. And there was a room that popped up regarding sleep and it really hit home for me because I knew that this is something that I do not do well in this area.

 

Now a little bit more behind the scenes. I don’t like sleeping. I love being awake. I do really well from 10:00 PM to 1:00 AM. You know, the world falls away, everything’s silent. And that’s when I really thrive as a creator, frankly. And so I would much rather be awake living life than be sleeping. And that’s the way I’ve been my whole entire life,

 

but it’s really taken a toll on me and let’s even go a little bit deeper in transparency behind the scenes. What I used to think when people talked about, Oh, you know, I hit quote unquote, that wall. These are the things that I thought, Oh, you’re going to love me. Or you are totally going to hate me and never listened to this podcast.

 

Again, here’s the honest truth. When I heard anybody say or tell their stories about how they got like super tired and hit a wall. These were the things that went through my head, keeping it real. I thought I am stronger than those people. I thought that will never happen to me. And I thought I am born to thrive in like this balls to the wall type of a life.

 

It’s always how I have been. I love living like this. These people just aren’t built like me. Okay. Talk about really, really judgmental. And that’s when things like hit us on the face because it is in the face because that’s exactly what happened to me in over the last couple of months, I have gotten completely exhausted. The second part of this and why this episode is so important to me personally right now is that I lost my father to dementia.

 

And I realized that the way my brain is functioning is not the same way. It was 10 to 12 years ago. And for whatever obvious reasons that is, you know, age, maybe being one of them, I’m not taking care of my brain. And it is one of my greatest assets. And so when I heard our guests today speak on this clubhouse room about sleep.

 

I knew that I personally needed for her to come in here and deliver some insane wisdom to me as a CEO, as a business owner. And I believe that there are some of you guys out there that need to hear this message and what she’s talking about as well. Now here’s the deal. If you’re like me, you haven’t seriously, no desire to listen to a podcast that discusses everything you already know that you aren’t doing right?

 

But this episode is different. Our guest today is going to dive into tracking your sleep and understanding technology behind sleep trackers. And she’s talking about simple steps, okay? Simple things that you can do. You know, we’re not going to come in here in this show saying you got to get sleep, but that’s not at all with this show is about,

 

which is why I personally appreciate this episode so much. So let me introduce you to who our guest expert is today. Molly McLaughlin is a creator of sleep as a skill, a company that optimizes people’s sleep through a unique blend of technology, accountability, and behavioral change. She created this company from her own experience when she literally has had not slept well her entire life,

 

she had massive, poor sleep habits. And all of a sudden she found herself in for months. She dealt with insomnia in her background is in behavioral change. And so she went down this rabbit hole to figure out like, what is going on with these disturbances in my sleep. And she really went in a way that did not include sleep AIDS. And because of her experience,

 

now this company was born and she is an absolute expert at helping you know, how to really get the sleep that you need and understand sleep. And that’s what we’re talking about on today’s show. So at the end of this episode, you will know how your circadian rhythm affects your peak performance. You will know how to read the data from your wearable technology,

 

which was super cool because I wear sleep technology, but frankly, I really didn’t understand how to read the data. And so that is very cool. We’re talking about this on today’s show as well. And you’re going to walk away with some basic things you can do. First thing tomorrow morning to move towards more productive sleep in more healthy sleep. So here are the background notes,

 

everything we’re talking about, including a link to join the Sweetlife entrepreneurs club in clubhouse, where Molly and I are going to be going live. And she’s going to be chatting with you about your Entrepreneur sleep and peak performance questions can be found by visiting the show notes for this episode. There’s a lot of things in here and even more tools that Molly’s given you.

 

So if you want to know more about, we’re talking about Connect with Molly further, be part of this conversation and frankly learn right alongside me, visit Sweetlife co.com click on the podcast. And this is episode number 218. So let’s go ahead and dive in with Molly.<inaudible> All right. Hi, you guys. Welcome to another episode of the Sweetlife entrepreneur in business podcast.

 

I am so excited to be joined by my guest today. I’m actually found her on clubhouse. Many of you know, who’ve been listening that I am bingeing clubhouse and can’t get enough of it. And this is exactly why, because I get to dive into spaces that I never would have been able to before in find people like Molly. How do you say your last name off?

 

Yes. Perfect McLaughlin. Absolutely. Yes, I know. Is it phonetic? Is it not? Yes. And find people like Molly McLaughlin. I am so excited to welcome you here on this show. Can you introduce everybody to your area of expertise in super power? And just give us a little bit of background before we dive into what we’re talking about today.

 

Absolutely. Thank you so much for having me here. This has already been a pleasure. I can’t wait to get into more with you. I am the creator of a company called sleep is a skill that helps people optimize their sleep through a blend of technology, accountability, and behavioral change, and a little bit background on me and why I’m so obsessed with the topic of sleep and why it’s totally changed.

 

My life is that for so many years, I did everything not to do for your sleep. You know, every article you read what to do. I was doing the opposite in a lot of ways, but it really didn’t think it was much of a problem. I didn’t think much of it at all. Living in Manhattan as an entrepreneur, burning the candle at both ends stressed to the max.

 

And I just thought of my sleep as a lot of labels. I thought of it as I’m a night owl, I’m a short sleeper. I’m not the greatest sleeper. Oh, it must be in my jeans. That’s just how it is for me. And, and you know, a number of different things, but didn’t think of it as something that I would have much of a say of how to transform.

 

And I didn’t correlate when I was starting to get more and more sick at different things, you know, just getting run down anxious. I had guessed straight as I had shingles. I had a number of things that were just indicators, right. That you are stressed and things are not working. So, so yeah, and then it was not until I went through my own period of insomnia while traveling internationally.

 

So in different countries, you know, not speaking the same language and I cannot sleep. And it was really a lot of the entrepreneurship part of it that, you know, our businesses weren’t ready to be taken on the road yet. My fiance and I, and how it manifested was suddenly I can’t sleep. And the amount of anxiety that was happening during that period,

 

I went to the doctors in Croatia, got, you know, with Google translate and leave with their version of Ambien. And in that moment, kind of like, what is the game plan here am. I’m supposed to just take something like this for the rest of my life, that doesn’t align with my identity of who I think of myself and yet I’m desperate to sleep.

 

So what do I do? So what ended up happening was really just getting up under this area, going really down the rabbit hole of what it would take from a, what I learned to chronobiology and circadian rhythm perspective to transform my sleep. And then from that place, it really just snowballed into like podcasts, newsletters, courses, all of the things.

 

Okay. So you said so many things and we’re just going to kind of come together and pack it. But right now, I mean, your super power is helping high performers and entrepreneurs and small business owners have a healthy life and sleep. Yeah. That we all identify just like you said, I mean, I am you back in the past, right?

 

I definitely, I do not sleep as much. It goes in flows. I have an inconsistent sleep. You know, I have kids which brings a whole nother dynamic into that and I travel about five months a year. So with that being said, I think I have like a recipe for disaster relief disaster. And so I’m so excited to learn from you today.

 

And I know our listeners too, are going to be like, Oh yeah, that’s probably me. I’m like, so let’s start by just really unpacking this. So you said circadian rhythm. What is that for anybody that is not really aware of that term and what part of our bodies function in that capacity? How does that work? Yes. Perfect.

 

And I also want to say for what you’re sharing too, despite that being one of the lowest points at the time of my life was what it felt like, you know, just nothing is working. This is the worst thing is horrible. And yet I do now look back on it as being one of the best things that could have happened to me.

 

So if you are at any given spot in your journey around sleep, I think there really is so much to learn from it. It really, no pun intended woke me up and had me transform my life in ways that I don’t think I would have, unless it was at such a rock bottom place. So having said that, Well, just along the lines to thank you for saying that.

 

Cause I do feel like, I mean, I’m really transparent here with our listeners on the podcast. I mean, I do feel like, like I had hit a wall, I just turned 45 this week and I’ve always been able to push and push and push on a high performer, had tons of energy, always been able to do it. And it was just finally a couple of months ago as a first time in my whole entire life where I was so tired and I couldn’t push through,

 

I’ve still always been able to do that. I like, literally couldn’t think I literally couldn’t speak, like the words were coming out of my mouth incorrectly, but it was the first time ever where I feel like I hit that wall and I couldn’t keep pushing it forward. And so I knew at that point in time, and this was prior to Christmas that like,

 

I’m not healthy. I’m like, it doesn’t matter. I go to the gym every single day. All those things don’t matter. Like I knew that I was literally aging my brain and frankly, as with my father had dementia and these are all things that I’m starting to think about. And I’m saying, listen, I have really hit this wall and I need to sleep.

 

This is no longer something that, and I don’t want any of our listeners too. And this is the whole point of the show. Like, don’t get to the point that Molly did. Don’t you get to the point where I am, where I’m like stalking this woman on clubhouse. You guys help me. I have hit a wall. So we don’t want you to have to be to the point where I frankly am literally at this recording and where Molly was,

 

because how much more are you capable of being before you ever, ever get here and so on and so forth. So thank you for saying that. And that’s why I stopped you. Yeah, absolutely. It’s really important because I won, you know, I was reading nonstop, all these different things around how to improve my sleep and speaking with all these different experts and one thought leader in this area had made the point that when your sleep is not working,

 

there’s something that your body is really trying to tell you. And I’m not trying to say that in a loose, like esoteric way or anything, but I think that’s really important because how I was running my, this didn’t come out of a vacuum. This was from, you know, years of kind of a mismanagement of my time, my days my,

 

you know, keep pushing it to the next level. And, and so it occurred from a snowballing of that. And so what it really took was that to actually, for me to listen. So I don’t know the plus side while I at the time didn’t want to go through it. It actually was a blessing. And so I hope that there can be that message and that there is,

 

there are so many success stories on the other side of people being able to shift this area. So one, I acknowledge you for the sharing and the, the vulnerability there, because it’s so important. And to, you know, so then the, how, so what you said about the circadian rhythm, why this is important in this conversation is one just to kind of bring it back to the basics.

 

So no matter where you’re at and where your sleep journey is that we can always start to come back to one that this is a skill that, okay, so this is learnable. So let’s just let’s learn. So from the strategic rhythm perspective, one that exists on a spectrum was something that I didn’t understand. So the circadian rhythm is this 24 hour rhythm as human beings that we function within.

 

But that rhythm, the queuing system for that rhythm can either be on the spectrum of, from a strong side or weak side. And you might be falling somewhere in between that spectrum. Then I would make the argument that many of us are on the weaker side of that just as a modern society, how we’re, how we’re functioning and as diurnal creatures.

 

Yeah. This is all kind of coming from this concept around chronobiology the science of really time and how that impacts our biology as diurnal creatures. We are meant to be active during the day and at rest at night. And of course, in my example, I was doing the opposite, like, you know, upside down living. So we’re looking to,

 

how can we bring things back and align with those cue givers that will help our rhythms be strong? So we, you know, those people, those friends of ours that might go out, everyone goes out and out super late, but they still wake up at the exact same time, you know, early morning. And you’re like, how are they doing that?

 

That’s crazy. That’s actually what we’re looking to train for is that kind of specificity around just the automaticity of waking up routinely going to sleep routinely around the same times, but there’s tons of things we can do to get to there. Okay. Fascinating. And I know those people I’m married to one of those people that it doesn’t matter what time he goes to sleep.

 

It is like, this is what time he gets up every single day. Yeah. Okay. So talk to us about, you know, really why is this important for fully understanding for those higher achievers busy entrepreneurs? How does this fit into our, you know, whole life business strategy? Because to me, as a business strategist, the way I need to form it within my own brain is say,

 

this is part of my strategic business in life design. This is just as important is marketing and selling and other things. So it’s a very holistic approach to business and life. And so how for entrepreneurs and small business owners are really just high achievers who are listening to this, why is this so important? How does this really affect their everyday? And honestly their profit and their performance.

 

I mean, that’s what we’re really getting down to get to if that’s the driver great, that’s the driver, are you not making as much money as you could be because frankly you aren’t sleeping. Right. I’m sure that there’s some data and some correlation there. Absolutely. Well, so there’s so many places we can go with that, but I can just even say anecdotally that my fiance owns companies that help train poker players at the table that are high stakes,

 

lots of stress, and how to make those decisions, that their decisions in their thinking from a cognitive athlete perspective will impact, you know, possibly thousands and millions of dollars as a result. Right? So one of the first places that they begin is the sleep optimization perspective. And I work with tons of poker players in the management of that. And so I share that just because that’s a very tangible experience of at the table,

 

you can either walk away with lots of money or not. And so it’s kind of entrepreneurial in nature, but you apply that in the high stakes of your days of your, you know, business interactions with people and just that cognitive ability to show up consistently and reliably, like, you know, so in the example of myself for years, I, there wouldn’t be accountable illness around how I would be when I’d wake up in the morning.

 

It wouldn’t be like, Oh, okay. So for that next, really important client call or what have you, I will be bringing my a game. It wasn’t like that. It was like, I hope I get a good night’s sleep and you know that I can have that functionality. Right. Like, That’s me, I’m raising my hand. If you guys are watching the video,

 

it’s like, this is me. Yeah, for sure. Yes, exactly. Cause that, you know, and there’s tons of studies that will point to this. So whether it just error rates, if you’re sleep deprived and the amount of errors that you might make, if you’re taking scent, you know, test, or this is important for pilots,

 

you know, these would become life or death elements, but certainly from a productivity perspective, like you’re gonna have all your faculties available to you in those really times. So just to scale it back, I think of it as a couple of things. One, I think of it as super, super important for that productivity perspective. And also because I had so much of that mental health component in there with anxiety and stress and moodiness and crankiness and freak out,

 

then, then with that just, it provides for me just a really important space to be at a equilibrium with how I’m approaching the world around me and stress levels and anxiety levels. And we can get into some of the wearable indicators for that. So it’s not so esoteric. It really has some kind of quantified data behind it. Right. Okay. So yeah,

 

let’s go ahead and do that actually. Can you, I definitely want to talk about the wearables at the time of this recording. Probably if you’re listening to this six months or eight months from now, the wearable part will probably not be accurate enough today because the technology is evolving. And that’s what we’re kind of talking about behind the scenes, but let’s go ahead.

 

Can you start just by sharing a couple of steps for those of our listeners who listened, they’re like, okay, this is, I am April right now. I mean, just tell me like, what should I be doing to get on top of this, the process of bringing this into order. Yes. Great. Okay. So step number one.

 

What I actually say is despite the fact that a lot of what I’ll be talking about from the circadian rhythm kind of lifestyle perspective is that a lot of it’s kind of how to harken back to almost Hunter gatherer days and like, you know, aligning with sunrise and sunset. I’m not saying everyone needs to rise with the sun. I’m not making that at all,

 

but I’m saying that there’s a lot of things we can do to bring about that workability with those rhythms of nature, because that’s going to really result in higher sleep efficiency and quality of our sleep. And at the very same time, despite the fact that I’m saying that I’m also gonna promote the marriage of technologies. And so much of this technology is at the source of our kind of being off-kilter with the,

 

that relationship, ironically, then bringing in tech, I’ve found to really make a difference to game-ify this. So again, you know, down the road, you’re listening. What I would say is the first place to begin is a logging system of where your sleep is at right now is really, really eyeopening to people because often people say, I know I’m not sleeping well,

 

but then we try to get up under will. How much, how many hours are we sleeping? What times are we sleeping? How many wake ups, what’s your sleep onset look like? All of these sorts of things. And a lot of it is like, well, I don’t know some gray areas, a lot of question marks because it is it’s,

 

it’s such a hard area to track. So getting a proper or getting a sleep tracker of whatever at the time of listening to this is known to be one of the most effective on the market at the moment. Right. And follow them On Instagram or club ads. Cause I’m sure she’ll be up to date with this. So yes it is. She will.

 

I’m sure be talking about what is the most up-to-date thing when you are listening to this episode? Yes. I’m often fondly known as gadget girl by the end of the clubhouse. So we were talking about that was my name and not from a perspective that these are infallible, there’s still things you don’t want to just blindly listen to whatever stats are coming back.

 

You want to be aware of what they’re good at, what they’re not so good at, but either way, what they tend to be pretty solid at is are you asleep or are you awake? What time does that look like? But then also some health metrics that indicate the, your recovery that you attained throughout the course of the night. So all of those things will give us,

 

you know, kind of a window or insight into your sleep. So I say, start with that first place because, and years back, what it was, one of the first recommendation was keep a sleep diary, you know, write it out manually. And now you could do that, but also, you know, to begin to start tracking, it will be automated for you and often provide a way more insight that you might be surprised by some blind spots.

 

And along those lines, I have a question for you about one of those metrics with one of my slit trackers that I, that I had used in the past. And you mentioned it when, before we started recording this, which was heart rate variability, can you explain? I mean, I saw it on my sleep tracker. I, when I’m like Googling it online,

 

it was actually really hard for me to understand why that was so important. Can yes, it was a one Oh one on that. I’m so glad you said that. So this metric, this one metric you could devote into multiple podcasts, there’s actually entire podcasts that just talk about how to kind of understand this one metric and influence it. You’re not alone in the confusion of it better.

 

I’m like, why don’t I get it? So it, but it’s the reason why it’s I foresee one, it’s already ballooned in popularity around understanding this. And I foresee it being even more and more influential in our health. So the one, what is it? It’s heart rate variability HRV is basically the time interval in between your heartbeat and indicator of your recovery.

 

So if you can think of heart rate as kind of your load, that’s put on to you, you know, moment to moment, then HRV is reflective of how quickly can you recover from moment to moment? So it’s recovery of both mental elements of recovery, but also physical elements of recovery. And that physical can be about like the foods you’re eating the workouts,

 

you’re doing the air quality in your space, preexisting conditions that you might have going on. But then the mental component is really eye-opening to just how you’re relating to the world around you as entrepreneurs to, Oh my goodness. Like that can be really eyeopening. You get a lot of stuff on your plate and suddenly that that number will show that impact. And that can be a really cool way for those of us that might want to do that.

 

Push through, push through mindset. And I’m so one of those to start to respect the importance for recovery time and almost relating to our body, like an athlete would to build in that really next level of recovery so that you can take on all the things you gotta take off. Okay. Yeah. And I can see that I do understand a certain aspect and the correlation of that because when I used to train for fitness competitions and we used to do the heart rate training,

 

and when you know, between the things I was doing, like how fast would my heart recover between sets? And so is that kind of the same thing that we’re talking about here that’s happening in sleep that we’re measuring? Yes, exactly. So that’s why a lot of people are excited about particularly longitudinal nocturnal HRV. So there’s, you can measure, of course your HRV 24 seven and the nighttime HRV can be really eye-opening because that’s giving us an indication while there’s not presumably as much noise that’s happening because there’s a lot of noise on your measurement of your HRV during the day.

 

Cause you’re, you’re eating, you’re, you’re talking, you’re working out all these things. Whereas when you’re sleeping, presumably that’s largely recovery time and that is what HRV is all about. But so if you wake up and traditionally, this is very simplified because there’s way more nuances to this metric, but often the higher it is from your baseline, the more recovered you are and the more you see it kind of dipped down,

 

then that can often indicate that you are being more taxed, you’re stressed or you’re getting sick. So it’s actually really popular right now. That’s why it’s trending to with COVID that a lot of people are looking to this as indicators and days in advance of when you might even feel that you’re getting rundown, that that number is shifting. Then that can be a signal to really prioritize that recovery.

 

So those are just some of the ways that you can relate to it. But in the practical application, what I see with my clients is so all the clients are wearing wearables. They’ll see, Oh my God, my HRV is really dipping like significantly. So then they’ll prioritize recovery from whatever that looks like. So if they’re big time athletes, then they will adjust their training to really lower that.

 

And to take that off time, if they’re just entrepreneurs and they might kind of scale back some of their calls or what have you to really make a difference with that number and then get recovered in a way that can make a difference. The following day, That’s amazing. This is so much great information. Okay. So number one, log, make sure that we’re paying attention to what we’re doing.

 

Get a wearable let’s, you know, we’re not going to do with the archaic way of tracking when we go to sleep. I mean, there is just absolutely so much data out there that I’m hearing you say that it’s important for us to track know and be able to understand so that we can adjust things. So what else would you recommend for those people who are listening after they go through these first steps?

 

Like what type of common adjustments are typically? I know every single person is different, but are typically beneficial that you have seen with high performers and entrepreneurs. Yeah. So one asterisk that I would put for the wearables is just ensuring that you’re, we’re not getting like a no CBO effect by saying, Oh my God, I have so many friends that literally would come because I’m only getting 20 minutes of deep sleep,

 

30 minutes of REM or whatever. And so one just know that as of, at least this time, the recording, most of the hand and wrist wearables, they are said so much great information. I love what is available there. And the sleep stage classification in particular. So knowing is this deep is this Ram is this light, it’s not the best.

 

So to not get yourself all riled up around that part, instead focus on those basics that we talked about, what time did you go to sleep? What time did you wake up? And then some of those recovery metrics, so to stay in that zone. So that’s just my aspect around that. But then what I would say for, for all humans and particularly entrepreneurs is this concept of circadian rhythm.

 

Entrainment is really, really valuable to have a framework by which you set up your days so that you can strengthen that circadian rhythm. So you can be like your husband, right. And just kind of the goal is to be like your husband and to basically wake up around the same time off to go to bed at the same time, all of that comes from that.

 

So this is actually a term you can find in any kind of chronobiology textbook of understanding that you are in training your circadian rhythm, but that is from a number of what they call time givers that are external to you, that you are playing a role in from a behavioral perspective of getting so a couple of those that’ll just rattle off real quick. The top down most important one is light,

 

particularly sunlight. And the timing of that. So if you get nothing out of what I’m saying, then I would definitely say that first thing in the morning, how to train yourself to get even just a few minutes. I mean, ideal would be more, but a few minutes of sunlight outside. And unfortunately behind a window, doesn’t really count. It counts,

 

but takes much, much longer estimates with Jamie’s ICER out of Stanford, puts it at anywhere from 50 to a hundred times a longer to reset your master clock each morning, if you’re getting sunlight behind a window versus outside. So you want to just get yourself outside, but also expose particularly your eyes to that morning, sunlight, you know, you want it to be wherever you might be on the globe.

 

We’re aiming for that to be in the morning hours usually before like 10:00 AM of getting that morning light. And the reason for that is that behind your eyes is the super charismatic nucleus, which is your master clock that influences all your peripheral clocks as to what time it is. And why that’s important is then a whole cascade of kind of hormones and functionality happened based on what time the body perceives it to be.

 

And so we want it to be as consistent, those triggering systems as possible. So that’s that light in the morning and then dosing it throughout the day. But then you want as bright days as possible and as dim nights as possible. And when I say dim, it’s like post sunset, you want to be getting, I mean, really the, the actual recommendation is like candles,

 

but I know that’s not always so practical. So even like, I got like red lights over here. So, you know, you can, that can be another thing that you can bring in if you’re not willing to do the candles. But so we’re looking for very, very dim lighting that allow us to have our cake and eat it too. So versus like how things used to be sun would set.

 

We kind of go to sleep not long after for thousands of years now, we want to be able to still like, you know, do things, but we don’t want to impact our melatonin production. So that kind of red light candles or worst case scenario, incandescent lights that have more red in them, those can make a difference. So that getting that light right,

 

and then the next step would be temperature. So being mindful of really having this arc of your body temperature throughout the course of the day. So high temperature throughout the day movement activity, eating, you know, having engaging in lots of dynamic, cognitively demanding tasks, all those things during the day. But then in the evening, shifting over to fasting,

 

you know, relaxation, resting, connecting kind of calming everything down. So for entrepreneurs, what we do is create really like say layout of your day, where you have a set wake up time, he was set bedtime. And then from that place that had a Creek kind of two parts of your day, like a day mode and a night mode.

 

And then even just these little things like understanding like, Oh my God, when I have my food will influence the timing of when I fall asleep. And when I wake up and, or the amounts of wake-ups that I have throughout the night, things of this nature can be super, super empowering for people I learned so much. I never knew that about the sun in the morning.

 

Thank you so much. I’m like, literally I’m here taking notes. It’s just incredibly fascinating. And so the sun and the light, obviously all makes sense now that you explained that, but that would never be anything that would be, you know, just obviously common knowledge to those of us who aren’t experts like you. And so thank you so much for sharing that.

 

Okay. You have given us a ton of information. I have one last question that I’m curious about how you’re going to answer. Obviously I don’t know it, and that’s why I’m asking it. Is there a minimum amounts of sleep that general and I’m sure everybody’s different, but generally speaking that you believe people need to function in a healthy capacity. Oh yeah.

 

That’s the million dollar question. Everyone wants to know that one for sure. And you know, so some of the, the known recommendations are having us as it, a healthy adult, as it changes throughout the years, basically what age you are. But as a healthy adult than getting anywhere from seven to nine is the recommended amount that we’ll have thrown out.

 

There are other people that will speak to that you can, for some people might make sense to be in the, you know, six is range and what have you, based on their, the quality of that sleep. So I will say that it’s kind of split on that, that topic, but certainly what you can do is through the tracking element of things,

 

start to get up under that. The more we have some of these kind of top down, most important things addressed, then what often begins to emerge because, you know, sometimes you got to get past all of this sleep deprivation and built up time of variability, of sleeping all kinds of hours, and then not enough and ups and downs. So once we start having those structures often,

 

what emerges is more of your kind of set point for your sleep at the age that you’re at and at the health level and energy expenditure that you’re at each day. So you can have a clear understanding of that once everything else just kind of falls into order as well, is what I’m hearing you say. Okay, I lied. I have one, one more question.

 

Can you catch up on sleep? Mm, yeah. Good question. I know. Cause then it’s like that sleep debt topic was very popular for a number of years. So that is another one that is a bit of a point of contention, but there’s different schools of thought so well, if we go back to the conversation around dementia that you mentioned,

 

that’s a really big topic that’s come out of. This looks like a really strong correlation between sleep deprivation and neurodegenerative disorders. So whether it’s Parkinson’s, Alzheimer’s dementia, different things of that nature really linked because of the lack of proper cleaning. So glymphatic drainage was the coin, the term that was coined around this. So glymphatic drainage meaning versus lymphatic it’s glymphatic and glymphatic is the cleansing process of the brain each night during sleep,

 

during deep sleep in particular. And what it’s doing is it’s basically rinsing out with a janitorial process of your brain, of the buildup of waste products in the brain each night. And that’s what amyloid beta plaques are. Basically what’s left over. It’s a kind of calcification in the brain if we’re not having that proper amount. So the concern, so the reason I mentioned that is that we don’t see a lot of great ways to counteract that.

 

So say if you’ve been doing that for years and years, and there’s this buildup of this kind of a dirty brain, if you will, that buildup, and it’s very similar to brains that we see for late stage Alzheimer’s dementia or what have you. It looks a hand in hand and we don’t have a really strong way to then reverse that. So what I would say,

 

even from that perspective alone, is that we don’t want to rely on this kind of messy relationship to sleep where I’ll make up for it on the weekends, or what have you, because also if we just get back to the basics of what we know for great sleep, that the more we have that variability and the up and downs, one of the term for it is actually social jet lag.

 

And so social jet lag being this concept that, you know, Oh, around five days of the week, I’m really great with my sleep. I do pretty consistent, but then on the weekends, you know, I want to let loose and then you stay up late and it’s like three hours difference and, or more or whatever. And so with that,

 

then it’s, you’re having the experience that’s similar to, from a biological perspective, similar to jet lag. When you try to get yourself back on your normal schedule on Sunday night or Monday or whatever, but you didn’t go anywhere, but you’re still having that negative impact on your body. So the long and the short of it is it doesn’t seem to be a reliable method to build that sleep debt and kind of knock it out by having these long stretches of sleep.

 

Because then that also impacts cause quality sleep is a measurement of how your sleep was the night before the night before that. And they, before that. So it kind of all plays a role in there. So if you didn’t sleep so well, one night, often people will benefit from what’s known as kind of rebound sleep because you now, the body is really craving to get itself back on track and it will,

 

you know, kind of greedily get the sleep staging that it needs, but you can’t rely on that as a sustainable element because then that throws off your circadian rhythm. And now you’re getting tired at the same time. And it’s so frustrating. Right? All of that makes sense. Oh, thank you so much. I learned so much today. Thank you so much for being a guest on the show and we’re going to make sure everybody knows how to find you in the show notes,

 

but can you tell everybody who’s listening to this? Like, Oh my gosh, I need more of Molly. I need her help. I need her in my life. You know, what does that look like? How can people work with you more? Yeah. Well, number one, just thank you so much for having me. Thank you so much for your also just transparency and vulnerability about how you’re relating to your sleep.

 

And, you know, just gives us all hope in these different periods when we are struggling to hear, okay, I’m not alone. Cause you know, that’s really what I was dealing with with my sleep. So, and it’s takes courage to share that cause you could be like, Oh yeah, I’ve got my whole life together. And dah, dah,

 

dah. So, you know, I really, really admire that. So great work with that. And then yes, if you are struggling with your sleep, this is a real mission-based thing for me. so1@sleepasaskill.com, there’s lots of things that are available for free. We have a weekly newsletter, so I call it Molly’s Monday obsessions, cause I’m pretty obsessive about this topic.

 

And so all of these, you know, things that I’m obsessing about in the world of sleep and also kind of asleep experiments, lots of graphs and fun charts and whatever. And so that’s every Monday when you sign up for that, you also get a free downloadable PDF. That’s optimized bedroom, how to optimize your sleep environment comes right along. And then we also have a sleep assessment that you can take.

 

So whatever you’re dealing with with your sleep, then that will get you some kind of tailored advice around those areas. We have weekly podcasts with different sleep experts and you know, sleep tech and what have you. So all of that is available for free. And we put out a lot on social media and we’re really amping that up as well. And then if you are really struggling,

 

you need more than that. Then we do have courses and one-on-ones and different ways of working together as well. Wow. All right. Thank you so much, Molly. I’m definitely going there and I appreciate your time and your expertise and pouring into me and our whole entrepreneur community. And I am sure that this is going to be an important topic. It has been,

 

but really, as you said, moving forward. So we just really appreciate your expertise and, and being here with us today and it was such a pleasure to get to meet you same here. Thank you so much. You are welcome. Thank you.<inaudible> What a great show. Thank you so much for learning alongside me and hanging out. Most likely you knew a lot about this information.

 

Probably a lot more than I did, but it’s just such a pleasure to, to learn. And I took a million notes if you’d like to join Molly and me in a clubhouse room where we are talking all about sleep, wearable technology and all these things so that you can function at your peak performance as an entrepreneur, whatever that looks like for you go to sweet life,

 

community dot and There you can join by link our clubhouse club. You still need to join separately on clubhouse if you’re not a member, but you’re going to get an email with reminders and, and an invitation to this room with a direct link to this room. So again, you can go to sweet life, community.com to join our Sweetlife entrepreneurs club on clubhouse to talk to Molly live about this.

 

And of course, all of the show notes can be found by visiting Sweetlife co.com click on the podcast. And this is episode number 218. Have a great day. And I’ll talk to you guys soon.

Episode 216: The Untapped Power of a Thank You Page – 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:

Get Kajabi free for 14 days to generate perfect funnel pipelines with ease – www.aprilbeach.com/kajabi

Who This Episode is Great For:

New online entrepreneurs who are new to building high-converting funnels or offline businesses newly tapping into online marketing. 

Summary:

There’s much to learn about tech when you’re launching your business and terms like “funnels”, “lead magnets”, and “email automation” are common topics of discussion. Many of these topics we cover extensively on this show. But, on this week’s podcast episode we’re talking about one specific component that is often overlooked when creating a new lead’s journey into a relationship with your business; the Thank You Page.  
 
Many companies overlook the power of what a well designed “Thank You Page” can do for your business. But not you… because in this episode we’re covering the role of “Thank You Page”, what should be included in yours, specific uses for “Thank You Pages”, and the two primary “Thank You Pages” that every company needs! 

At the end of this episode you will:

  1. Know the two “Thank You Pages” every business needs
  2. Understand the purpose of a well designed “Thank You Page”
  3. Have your wheels spinning for what should be on your “Thank You Pages” to make them awesome.

Resources Mentioned:

Get Kajabi free for 14 days to generate perfect funnel pipelines with ease – www.aprilbeach.com/kajabi
 


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, you guys are welcome Back to the show. This is Sweetlife entrepreneur podcast, episode number 216. And today we’re diving into the untapped power of a thank you page. This episode is really great for those of you guys who are in phase two of my start to scale up system also called the sweet life entrepreneur roadmap.

 

This basically means that you are in the launch phase, and if you aren’t sure what phase of business design launch growth and development you’re in, you can cruise and take a quiz a really short one, but it’s going to give you a lot of insight by visiting Sweetlife co.com forward slash quiz. So today’s show is for those of you guys who are in phase two.

 

So if you’re a new online entrepreneur or you are new, so you’re going offline and coming online and you’re tapping into online marketing. This is a really great show for you because here’s the deal. There is so much to learn about the tech when you’re launching a business in terms like funnels and lead magnets and email automation are common topics of discussion. If you’re new and you haven’t noticed that yet,

 

those are terms you’re going to hear quite often. And many of these topics, we actually cover extensively here on this show. But on this week’s podcast episode, we’re talking about one specific component that’s often overlooked when creating a new leads journey into a relationship with your business. And that is the welcome. Thank you page many companies actually overlook this, having a well-designed thank you page can do crazy,

 

powerful things for your business. And so I want to make sure that we are covering the power or the untapped power soon to be power of your thank you page. And here’s what you can expect from this show. At the end of this episode, you’re going to know the two primary, thank you pages that every single business needs. You’re going to understand the purpose of a well-designed thank you page.

 

And you’re going to have your wheels spinning with what should be on your thank you pages to make them super awesome. So if you’re ready to dive in with me, let’s go ahead and talk about, thank you pages. You guys. Okay. Let’s go ahead and start chatting all about thank you pages. So all of the show notes and everything we’re discussing today can be found by visiting Sweetlife co.com

 

simply click on podcast. This is episode number 216, and if you haven’t actually cruise to our podcast website, yet, it’s really powerful. You can actually search by any key phrase or any business topic. And our website will pull up the exact place in the exact episode from four years of podcasting, where we talk about whatever it is you’re looking for.

 

So of course the show notes from today’s show are going to be in there, but it is also a really powerful business library that we have for you over there. So cruise to Sweetlife code.com and just click on podcast and all of that’s there for you. Okay? So in today’s show, we are talking all about thank you pages. A thank you.

 

Page is one of the most underused tools to convert cold leads to super fans. Seriously, most businesses have no idea how powerful thank you page could be. And so they don’t even include them in their funnel. Most businesses overlook. Thank you pages altogether, but not you. And that’s why we’re here having this conversation today. So if you’re here, you’re still listening to me.

 

It means you are a new online entrepreneur or you’re an established business, and you’re looking to tap into online marketing and funnel strategy. So welcome. I’m super glad that we’re connected here on today’s show. You’re definitely in the right place. So let’s go ahead and start with some basics. First of all, where is this? Thank you page located, you know,

 

where is the thank you page live that we’re talking about? So this particular thank you page that we’re referencing on today’s episode lives after someone enters their name and email to receive your lead magnet. So on last week’s show, we talked all about lead magnets. So if you’re unfamiliar with what a lead magnet is, lead magnet strategies actually stop listening to me right now.

 

Please turn me off, shut this episode down and go back to episode number 215, and I will be waiting right here for you actually at, even the spot we paused for you to tap back into this episode after you listened to two 15, but I want to make sure that we’re building upon the online marketing foundations. And so if you aren’t familiar with lead magnets,

 

please turn me off, pause this episode and go listen to last week’s episode number 215. If you know exactly what I’m talking about with lead magnets, let’s carry on. So here is the flow or the journey of how people get to this specific, thank you page that we’re speaking of here today. So the very first stop to get to this. Thank you.

 

Page is actually your landing page, your landing pages, the short page that you design that talks about your lead magnet or whatever it is that you are giving away for free on that landing page, there is a form and your cold lead we’re talking specifically about, well, they could be a little bit warm leads, but people that really don’t know who you are yet lands on this page.

 

They decide that they’re going to trust you, that they’re going to give you their contact information, which is really, really powerful to share their contact information with you in order to receive whatever it is you’re giving away for free or low cost or paid costs, which we’re going to kind of get into that a little bit later, they fill out your form and then what happens.

 

So most businesses, when they fill out this form, we’ll just have like a little button that pops up that says she thinks form submitted, or go check your email, or we got ya. And then maybe it’ll even keep them right there on that same page, but not you. This thank you page that we are speaking of should live after that form has been submitted.

 

And it is a free standing thank you page that we want to send people to next. Okay. So the first thing is where is the thank-you page located? Following that journey? We just talked about, it goes landing page form filled out. Thank you page. All right. Are you with me now? Let’s just take a little squirrel moment here.

 

If you’re wondering how to build this easily and well, we love Kajabi. Kajabi builds these pages and sews them all together for you. And if you’d like a good job, you free trial with a whole bunch of business boosters, then just simply go to April beach.com forward slash Kajabi. So I’m just going to put that plug in here, cause you’re probably wondering how do I even build this?

 

And I’ll also put those in the show notes for you as well. So step number one is where this where’s the thank you page located step number two or point number two I’d like to make today is really talking about the untapped power of this page. So here’s, what’s happened. Your lead has trusted you enough to share your, their contact information with you.

 

They have said, Hey, you know what? I trust this person is going to give me something of value. And so this thank you page is an opportunity for you to confirm they’ve done the right thing. It’s really, really important. And it is essential, especially in today’s online business environment, to have an opportunity to confirm that trusting you was a very good choice.

 

And so what this thank you page does, and we’re talking about the untapped power of it. It’s an opportunity for you to say, Hey, you have done the right thing. I’m a good person. We’re a good company. And you know, thank you for trusting us. You did the right thing. We’ve got you. It also gives you an opportunity to talk to them.

 

Okay? So we’re going to dive into how to do that here in just a minute. And it gives you an opportunity to give them a shortcut to the best way to work with you. This is not a sales pitch. These are tripwires and upsells. It’s just an opportunity to introduce somebody to your signature offer. The very best thing you do. And here’s why this is important.

 

There are some people that will come to you and they don’t feel like going through your whole funnel. They just want you, whatever it is, it doesn’t matter. The cost. You’re so amazing. They know they need your help and they just came upon you through this free thing. You’ve given away with your lead magnet, but why make them crawl through the deep sand to go through the whole process of having to get your emails and then having to see the next thing when frankly,

 

they just want to buy you. So this thank you page is an amazing opportunity to just very simply just say, if you aren’t yet familiar, this is our signature service, or this is our signature program. And just give them an opportunity to just check it out immediately from there without having to make them crawl through a sales process and our way of sales process.

 

Because frankly, those people that know that they just want to hire you or buy whatever it is that you’re selling. Just want to do that. Now they want to save time. They want to save money. They like you let them buy. So the untapped power of this thank you page is just introducing them very clearly to your signature program or service or offer whatever it is that you do when this thank you page is built correctly.

 

The next opportunity you have with it is to create a relationship with your new audience. And this is a really cool time to put opportunities on this page to ask about them. People love to share about themselves and the struggles they’re facing or the problems, you know, that they might be having, or even the victories that they’ve had. And so this thank you page allows you to really build a relationship with this new audience and introduce them to the whole entire world of your business and really listening as well.

 

And so the first thing you need to do when we’re talking about the untapped power of this page is really decide the job of this page. What do you want this page to do for you and for your company and in the relationship that you’re building with your new audience, how does it fit into the overall feel, the culture, the feeling that you want people to associate with you and your company when they’re first introduced to you.

 

So now let’s talk about what are some of the awesome things that we can actually put on this page. Cool things to consider to put on your thank you page could be a welcome video from you explaining what they just got. And so when we’re talking about, you know, the fact that they’ve just grabbed something of yours, a free asset that is going to give them some knowledge,

 

so a short welcome video explaining what it is. They just got congratulating them for grabbing it and letting them know what are the next steps that are going to come. If you’re emailing the asset to them, then didn’t say, Hey, you know what? In about three or four minutes, check your email for me because that’s going to be where this XYZ lead magnet is that I promised you that was coming your way.

 

So a video is an amazing opportunity to put on this page so they can see you and they can hear you, and they can really get to know you better. Also, you can include in that video or in, in writing in the copywriting on this page in introduction to your next step program, this is what I was just talking about a minute ago.

 

It isn’t a full sales page into your next program. It’s just a shortcut. It’s just saying, Hey, and if you’re recording a video, you can say, Hey, you know what, by the way, this is our signature program. And if this happens to be what you may be struggling with, I just wanted to let you know that this is also available to you.

 

And so there’s nothing pushy is just saying, I just wanted to let you know that here’s this awesome resource that could be perfect for what you need right now. And just very simply include a button to that next level program or your signature program, or maybe a wait list for when you’re going to open your new pro your next program up again, also cool ideas to put on this.

 

Thank you page. And of course it’s all relative to how you need this page to function is possibly even a short questionnaire to embed on this page. Again, people love talking about themselves. So what if you put a little teeny quiz or a short question you’re on that page asking how you can help them asking, you know, what is the number one thing that they’re struggling with and why they chose to receive the asset,

 

the lead magnet, or the help that you are providing possibly even how they found you. Now don’t make this be worked for them. You don’t want it to feel like you are fishing for, you know, research. This is not market research. You can even make an anonymous where, you know, it doesn’t even have their name and email address.

 

It’s just saying, what is one question that we can answer for you? And it’s just giving them an opportunity to really share about themselves. So however you approach that, it’s also a really cool opportunity for you to consider that could be on that. Thank you page. And then also you could include a link to schedule a call with you. If a call is how you convert those leads to buyers,

 

scheduling a call is always a great kind of call to action. You know, no pun intended for them to connect with you. So you can, you can put a link to your online calendar on there. You can embed your calendar on there. And you know, you can include a link to schedule a call. Here’s the deal. We don’t want to have too many calls to action on this.

 

Thank you page. It’s usually a schedule, a call button. If that fits in with your business, an opportunity for them to check out your next level of program and simply some sort of relationship building tool like a questionnaire, or just a place where you can interact with them, whether that’s connecting with you further on your social media or following you on clubhouse or even sharing their clubhouse handle so you can follow them back.

 

There’s some really cool things and untapped power that this thank you page can provide, especially when we’re talking about relationship building and relationships are what sell. And so one of the things I don’t really recommend you put on this thank-you page, however, is the download of the lead magnet that you provided. We really still want that to be delivered by email. If you are utilizing email marketing for sales,

 

here’s why we need them to go check their email and open it from you from your email address to confirm that you are a safe sender. And if they don’t do this really the first time, especially if they’re new to being added to your email marketing list, they might not ever receive emails from you. Your emails might end up in their promotional folder or their junk folder forever.

 

And that’s never a great thing. So my recommendation is to actually not deliver the asset right there in the thank you page, give them the instruction that the asset is going to be sent to them by email. And in the meantime, here’s some things that you two can chat about, or here’s some other resources that you have available to them right here.

 

And now, while you’re waiting for that email to be sent. And then one of their things I wanted to chat with you about in today’s show are two, thank you, pages that every single business needs. And so we have covered the basics of a general thank you page that somebody would get to after they opt into your lead magnet, after they land on your landing page and they fill out your form and they receive the amazing free thing that you have given them.

 

So depending on how much you have a bandwidth, one opportunity is to create one thank you page where it can be used for all of your opt-ins. So this main thank you page could be for all of your opt-ins. Instead of doing a specific video, you can do more of a general video like saying, hi, I’m April. Welcome to the Sweetlife company you have just received,

 

or you have just requested to receive the free tool that we talked about. And I wanted to let you know, that’s coming to your email in just a few minutes while we’re waiting for that. I just wanted to pop in here and say hello to you and say, thank you so much for visiting our business. This is what we do. And so I’ve crafted the language,

 

that video to be very general. So it, depending on your bandwidth is not entrepreneur, how many people you have on your team, how tech savvy you are, if you only have the capacity right now to build one, thank you, page, build a general like that. Still make sure you include a link to your next level program, possibly a link to schedule with you,

 

but just keep it really, really general. And that that can be used for any sort of opt-in or lead magnet that anybody would receive as you continue to add those assets into your business. The other thank you page that every single business needs is a thank you. Page, welcoming somebody to your paid program. This is very, very, very important.

 

So anytime somebody purchases your services or your membership, or your course, or your group coaching program, or purchases a package, a design package, or a health coaching package or whatever it is that you sell, we want them to immediately be directed to a thank you page, confirming that their purchase of your program was an amazing idea. So I highly highly recommend that you have a general thank you page for your primary lead magnet,

 

but then you also have a thank you page specific to the paid program that somebody has just bought for you. Those are the two thank you pages that every single business needs. And by creating these, you are going to build an even deeper relationship with your audience and make crazy super fans that are following you forever, because they know that you’re honest that you value the relationship with them,

 

whether they have paid you before or not. And then one last advanced tip for you. If you have the basic thank you page, you have your thank you page for your paid programs created. You can create specific thank you pages for each opt-in for each free lead magnet that you give away. So if you have very specific primary kind of core assets that you give away in your business to generate new leads,

 

you can create specific thank you pages for each one of those that only speak to what that particular asset is about. That’s an advanced online business funnel strategy. That’s where we definitely want you to be, but I understand that we have to kind of start somewhere. So going back to the basics, just starting somewhere, number one, create a general thank you page for any sort of free opt-in number two,

 

create a thank you page for your paid program, your signature offer that somebody is buying. And then when you’re ready, you can go back and create more. Thank you pages for each one of the lead magnets or opt-ins that are offered within your business. Again, from a tech strategy, I’m going to tell you right away, my favorite place to do this is in Kajabi,

 

but we have clients that build these funnels in numerous different platforms. From click funnels to WordPress, there are tons of different options on the tech side for you. So here’s my tip to you. You have to just know how it works, even if you’re hiring somebody else out, make sure that you are choosing a tech platform that you are comfortable and confident with in the end of the day.

 

Again, even if you’re not the one that’s doing it, you need to have confidence in your business, and you need to understand the flow of what’s happening in the backside of your company as the CEO. So whatever tech platform you choose, please just make sure that you personally like it. I can’t emphasize that enough. All right, you guys, so that’s a wrap on today’s show is a really quick show,

 

but today we talked about the untapped power of a thank you page and how by creating a thank you page. After somebody opts into your free asset or purchase your program, it gives you an opportunity to build a deeper relationship with them and create super fans forever. In that most companies don’t do this. We talked about the purpose of a well-designed thank you page and how it confirms that somebody made a good choice,

 

either giving you their contact information or choosing to buy from you. And we talked about different ways for you to get your wheels spinning of what can be included on that page could be a video. It could be a short little quiz or questionnaire. It could be a button just introducing your signature offer. It could be anything that you feel like fits in with the culture in the feeling and the relationship that you want to build with your new leads.

 

Don’t underestimate the power of this page. And I highly recommend if you don’t have one created that you add that into your lead funnel today. All right, this was episode number 216 here on the sweet life entrepreneur podcast. I love chatting with you guys, all of the show notes, all of the business resources we have for you can be found by visiting sweetlifeco.com.

 

Have an awesome day. And I’ll talk to you again next week.

Episode 215: Lead Magnet Strategies For Every Stage Of Business – with April Beach

SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

Get Kajabi free for 14 days to generate perfect funnel pipelines with ease – www.aprilbeach.com/kajabi

Who This Episode is Great For:

Established businesses who are not yet using online marketing, or new entrepreneurs who are just now launching your first online marketing strategies. 

Summary:

If you’re an established business and not utilizing online marketing, this is where you’ll want to begin! Or, if you’re a new entrepreneur and you want to be sure you’re strategically creating content, you’re in the right place.  In this week’s show we’re talking about what is Lead Magnet Strategy and the one thing about lead magnets that no body tells you! Plus how to use it in your business in such a way that builds trust and increase sales into your paid programs.  We’re also talking about tech steps to get started. 

At the end of this episode you will:

  1. Know What is a Lead Magnet? 
  2. Understand Why Is this Important In Today’s Marketing? 
  3. Know What Kinds Of Lead Magnets Are The Best? 
  4. Learn The Most Important Lead Magnet Strategy That No One Tells you

Resources Mentioned:

Get Kajabi free for 14 days to generate perfect funnel pipelines with ease – www.aprilbeach.com/kajabi
 
Follow us on Clubhouse App: @aprilbeach
 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, April Beach. Hey, you guys welcome to episode Number 215 here on this sweet life entrepreneur and business podcast. And I’m so excited to dive into this fundamental online marketing topic that we’re talking about in today’s show.

 

This should be a rather short episode for you, but it’s going to be jam packed with important information that if you aren’t using lead magnet marketing strategy in your business, you’ll want to make sure that you stay with me here today. We’re talking about lead magnet marketing for every business stage and who is this for when I say every business stage? So just like all of our podcast episodes,

 

each one is tagged to a stage or a phase of business that you’re currently in. There are five phases to my business design launch growth and scale roadmap. And you can find out what phase you’re in by visiting sweet life co.com forward slash quit. And when I say lead magnet strategy for every business stage, I really truly mean that it’s every stage of where you are in my business roadmap in my start to scale up system.

 

But we are specifically talking to a couple of you guys. So let’s hone in a little bit tighter here. This episode is great for established businesses who are not yet using using online marketing or new entrepreneurs. We’re just now launching your very first online marketing strategies. So let’s kind of break that up. This has been really a hot topic again, even though this is what we would consider an online marketing foundation,

 

like a newer concept, it’s been a really hot topic, especially for the last 12 months is so many offline businesses or service-based businesses are now pivoting to offer online services. So some of these online marketing strategies that might be widely known to quote unquote, marketers might be new to you. And I appreciate that. So this is actually we’ve recorded episodes on this about three,

 

four years ago, but I really understand the need to kind of go back to these online marketing and foundations for those of you established businesses, because it’s important that we give you the tools. So you can start implementing these right away in your business as well. Again, this is for established businesses and you’re trying to leverage and use online marketing strategies. You’ve been in business.

 

You do a great job at what you do. You could be like the best in town at what you do, but you don’t yet understand online marketing fundamentals. And so this is an important episode for you. And of course, if you’re a new business, if you’re a new service based entrepreneur, you’re just launching from scratch, then you’re in the right place for this show as well.

 

So in summary, if you are not utilizing online marketing, that this is where you’re going to want to begin. So in this week’s show, we’re talking about what is a lead magnet? What is the strategy behind it in the one thing about lead magnets that nobody tells you it’s really important. We’re going to dive into some lead magnet strategy in reference to overall program development or service development.

 

And I’m going to make sure that, you know, some of the strategy that very very few coaches will tell you, and this is the one that’s going to make or break it for you and creating the right lead magnet for your business. At the end of this episode, you are going to obviously know, what is it, lead magnet. You’re going to understand why it’s important and today’s marketing.

 

And you’re going to know what kind of lead magnets are the best for you. And of course, you’re going to learn the most important lead magnet strategy that no one tells you. So if you’re ready, let’s go ahead and dive into today’s show all of the show notes and the resources which we have a ton on our podcast website, a free grab and go resources can be found by visiting Sweetlife co.com

 

and simply click on the podcast. All right, let’s go.<inaudible> Okay. So to kick us off, let’s start with the basics. What is a lead magnet? Other words that people use for lead magnet could be like a freemium or a freebie. Those sound really fluffy to me. I don’t really like those words. I’m a strategist. So I’m like,

 

okay, what is a lead magnet? It is literally a magnet that magnetizes and draws cold traffic to you for the purpose of generating the lead. It’s a piece of information of high value. We’re going to come back to that of high value, a piece of information or an information piece of high value that you give away for free in exchange for the name and email address and contact information of a cold lead that we’re going to turn into a hot prospect,

 

but they’re pretty cold at first with this strategy because they usually have not ever heard of you before, or is their very first time they’re visiting your social media or your website. So why is this important in today’s marketing? So a lead magnet allows you to start a relationship with tomorrow’s clients. It’s a very, very, very special thing, and it shouldn’t be taken lightly.

 

It’s incredibly strategic. And we’re going to talk about some of the strategies here on how to choose what lead magnet content that you’re going to deliver. But it’s a privilege for us in today’s over information overload world, to have an opportunity to connect with somebody who resonates with what we do, who just might be able to, you know, use your services,

 

they might need you desperately, or maybe they’re just kind of fishing a little bit and wondering what it is that you do. So, first of all, lead magnets are important because it gives you the privilege of starting a relationship with somebody that could become a client. It is a privilege that should not be taken lightly. People are incredibly busy and they have very little attention to give unless they are dealing with a major problem right then and there at that moment,

 

or here’s the other side of it. People love to collect great resources and save them for later. So there are two different ways that somebody is going to accept or want your content in your lead magnet. Number one, if you are literally talking about a problem that they are currently facing something that they’re saying to themselves in their mind, something that is top of mine,

 

something that they are currently looking actively looking for a solution for, or it’s actively a deep desire of theirs, and they’re wondering how to fulfill it. So those are the first people that are going to grab your lead magnet piece of information. The other people are the hoarders of information. I mean, how many times have you grabbed something for free or saved a bookmark?

 

Because you’re like, Oh, this is so cool. I want to come back to it later. Well, people do that. And that strategy and utilizing that, building that relationship from that strategy definitely has to be taken into considerations because people love to collect great resources and save them for later as well. Both of those are great reasons, terrific. Whether they want your thing right now,

 

or they think they might need it later. That is a pre-qualified person that we want to have an opportunity for you to build a relationship with. So both of them are great opportunities and develop great rapport for you and your potential clients. Now, with that being said, what happens with a lead magnet? So when you give them this piece of information,

 

you have a chance to connect and build trust with this new audience. And that depends like how well you do this, frankly. It depends on how great of content in how great of a micro transformation you are going to give them with your lead magnet content. So let’s go ahead and answer the question that I know you’re asking is, you know, really what,

 

what kind of lead magnets are best. So, first of all, let me give you some high level examples of lead magnets that I know that you’ve seen quizzes, PDF downloads, free recipe planners, workouts of the week, 10 steps to XYZ or five ways to pack your family more efficiently for vacation. Those are all examples of lead magnets, but in order to actually figure out what is the best we’re going to go back a little bit in history,

 

not too far back because you know, online businesses technically only been around for a couple of decades. So let’s talk about the history of lead magnets. This is really important for you to know. I want you to bring like level up your entrepreneur history IQ here, because this is going to affect what you choose to create. And I also want you to understand the psychology of buyers and what they’re doing,

 

how they’re behaving right now. So going as far back as we can go in the lead magnet history from about 2010, probably a little bit earlier than that, 2008 tell about 2000 and I would say 17, we would give away these amazing, huge pieces of content. His lead magnet is a matter of fact, the bigger the lead magnet you gave away,

 

the better and the faster your list grew. So you would see lead magnets that were given away, you know, a big, long hour long, two hour long training videos, or, you know, huge white papers that were like 50 pages long. And people loved them because it was the first time in history that information was seen as a commodity until the more information you were giving them,

 

they were like, Oh my gosh, this person is so great. I love this business. They just gave me a hundred pages or they just gave me a five-hour video to watch. And so with like this competition, if you will, amongst entrepreneurs to give the biggest, most bad-ass best lead magnet ever. Okay, well now, like let’s slow down a little from 2018 on,

 

we started seeing this onset of massive information overload in busy-ness all of us did you did. I did our people, did our kids, did everybody did like your grandma even did, right? And so this massive information overload has made it. So people are like, wow, you know what now is most valuable thing to me, my time time is much more valuable than money and much more valuable than all the information you’re about to dump on me.

 

And so people have started to strategically not want to grab your lead magnet as free and wonderful as it may be. If it’s going to require them two, three, four hours to go through it because their time is more valuable than the information you’re going to give them. So starting now about three, four years ago, we are diving into a different era of lead magnets,

 

if you will, where they deliver high value in shorter time. And there’s a third part of it that if you listen to me for years, you know, I geek out on this. It is also the lead magnets that create a transformation in the people that received them. And I’ll kind of save that a little bit and we’re going to come back to that word transformation,

 

but let’s kind of go back to the actual content itself. The lead magnets that generally seem to be doing the best at the recording of this episode in 2021 are the ones that deliver high value in a short period of time. So here are some very specific samples in honestly, it can be anything just think high value, short time, high value, short time,

 

okay. Here’s some specific examples of different lead magnets that are currently doing a great job at this quizzes and self-assessments are winning. And they do a great job because they also provide curated, customized information. So the people that are taking them know that they aren’t just getting the same information as everybody else, but it’s curated based on how they respond. And we all want something that’s customized to where we are.

 

So quizzes and self-assessments or any type of assessment, super great consider the length of it, right. You know, we have some assessments out there that will take us 50 questions to get through. That’s not a great lead magnet assessment. And in most cases, it certainly depends on how it correlates with the program that you’re selling next, but quizzes and assessments overall are great.

 

The second thing are quick items that really are able to be implemented by your people that grab it, your we’ll call them your future clients without really much thought. So examples of this are templates that they can just grab swipe files, swipe files, and swipe copy are literally like pre-written marketing copy or pre-written things or pre done graphics. It can literally swipe like,

 

think like Dora the Explorer, like swiper, no swiping, but we’re like, yes, wipers swipe it. And they can literally swipe it and put it into their business with little or no modification. I just probably aged myself because my oldest son was watching Dora the Explorer have these people listen to airplay, like what the heck is Dora the Explorer. Okay.

 

So these swipe files are really, really great. Other ones are grabbing NGOs. So anything they can literally grab and apply into their program or their client process or any other thing that they can grab from you and go, and it relieves a pain that they have had good. These are wins like these are LinkedIn ending with winners. Okay. Another example of a great lead magnet right now are forms.

 

So again, templates. So if you can give somebody some sort of a template to start with that they can either fill out on their own, helping them come to a decision about something or that they can share, even within their company, just don’t put any intellectual property or any of your logos in there. Then those could be great solutions for you as well.

 

So generally speaking quick things that they can implement right away without much thought. So any sort of done for them solution of really any kind is amazing. And those are doing really well as lead magnets that are getting people results and converting very well. You know, calendars other types of things. But I will say this, I don’t know your business. I wish that we were live on clubhouse right now.

 

So we could have this conversation back and forth, which wink, wink that will be happening very soon here on this. We live entrepreneurial podcast. So if you’re a listener that is coming guys, I’m very excited about that. But right now, unfortunately it’s a one-sided conversation. So what I’m going to say next, take it with a grain of salt because I don’t have my eyes on your business.

 

So I’m not exactly looking at your content, but I want to tell you that like general PDFs that are just kind of like the, or anything else like that, doesn’t tend to have a ton of value as much as it used to, but they could be very valuable. And this is on a case by case basis. But a lot of people are told that,

 

just create a PDF of like 10 steps to do this or whatever. That’s just creating content just to share more content, nobody needs more content. We need to give people and I’m going to come back to this word I said earlier, but our job as teachers, as coaches, as mentors, as leaders, as service providers, to give people a transformation when they come across our programs and our content,

 

the transformation could be huge transformation, or it could be what I call micro transformation. We have to do that within your programs, the way we extract your information and your expertise and all of your assets and build it into your programs or your main services has to be transformational program design. Even in the lead magnet, we need to give a micro transformation.

 

It is our responsibility to not just throw information at them, but to give them a transformation. So nobody needs more information. They need transformation. And that is what we are talking about with your lead magnet strategy. So if you want to do a PDF, download great, but ask yourself what transformation is somebody going to experience from the beginning of this?

 

Either reading it or filling out the PDF or whatever it is to the end of it, what can they expect? What’s the end result from spending their time, downloading my PDF, getting all my lists and did I wow. Them, did I show them that I’m trustworthy to take them to the next level? You know, so really think about that in your lead magnet strategy.

 

So I’m going to dive in here at the end and just actually break down the tech side of it. If you’re worried about that, if you’re thinking this and you’re like, Oh my gosh, I don’t really understand the tech. Don’t worry. I’ve got you. We’re going to talk about that last year, right before I wrap up. But the next thing I want to get into is an extension of what we just talked about the transformation.

 

So this is a really important thing and lead magnet strategy that nobody probably tells you again, we don’t want to just pick the lead magnet. We want to create one that is a winning lead magnet and it does a job. Okay. So here is a way to choose a lead magnet that does the job that we want it to do. Number one,

 

what are you selling next? Oftentimes lead magnets are just created without thought is to their connection or their step within the greater process that you self serve or deliver. Right? So what are you selling next? Here is just some, a little more help on that. If you’re new, then go through the process of laying out your program or your offer or service of outlining that if you’re an established business,

 

you want to ask yourself, what is the primary offer or service program that we want to drive people to with this lead magnet, you want to make sure that the lead magnet is a direct connection to what you’re selling next. Here’s another way that I like to teach it in. This might resonate and help you understand it even more. If you might be struggling with this,

 

think about your lead magnet as a prerequisite. So do you remember when it was time to register for your college classes or even your high school classes? If, if you went rogue and did something fabulous and, and didn’t go directly to college or college at all, we had to go through this process of saying, okay, I’m not allowed in this class unless I’ve met the prerequisite,

 

which could have been another class or, you know, an understanding of something to be allowed into that content. Your lead magnet is the prerequisite to your program. So you want to ask yourself, what do they need to know, understand, agree with, learn, decide upon, or what’s the one thing they need to get overall clarity on for one reason,

 

for them to decide if they want or need to work with you more. So let me say that again, your lead magnet has a very big job. That’s why like just these little checklists, aren’t really cutting it when I’m talking about business strategy, because I’m a business strategist. Like I want you to do even better than that. I know you can.

 

And this is how we do that. We want to look at what you’re selling next. And then we look at that lead magnet, a prerequisite to either pre-qualify, we’re disqualify people from working with you in your next step program. We want to disqualify the people that are not the perfect fit, just as much as we want to qualify those people that absolutely need what you have next.

 

Your lead magnet has a really big, like heavy lifting job. Think of it as like mighty mouse. Okay. It might be like little teeny mini, but it has a big job and it’s super strong. And it’s going to lift people up to the next level for them to know if they want to join your signature offer or your program or your membership,

 

or your course or whatever you’re selling next. So that’s a lead magnet strategy that very few people I speak to are aware of. And I want to make sure that you guys here, you know, all of our suite lead podcast listeners, it’s been about three years since I’ve talked about this on the show. I feel like I talk about it all the time,

 

especially over the last 12 months with so many businesses scaling online. So we’re kind of going, this is honestly online business basics. And I just want to make sure that you’re nailing it. So whether you’re a new business or you’re an established business and you haven’t leveraged online marketing in this capacity yet, I hope this episode helps you in springboards you to get started in a very strategic way.

 

Now, I promised you I’m going to kind of break down the structure of what happens, the flow of what happens on the tech side of it on the back end of it. So if you feel like a little stumped here, I’m going to try to simplify the best I can for you. We’ve talked about the content, you know, that we’re delivering within the asset of that piece of information.

 

That’s all the things we’ve been talking about so far. Now let’s actually talk about the delivery of this and how it works on the techie side. Here is the order of pages or the order of flow that people are going to go through on the tech side. The very first thing is we’re going to direct them to either a landing page or your homepage of your website.

 

We have to have that part built a landing page, and I have done specific episodes just on landing pages. You guys. So if you’re totally wanting more information on that, make sure that when you’re in our sweet life podcast website, you can actually search that and it’ll bring up the episodes that we’ve talked about. So a landing page is a specific page designed with only one job in mind,

 

and that is for somebody to fill out a form to get your lead magnet. That’s it it’s really basic. It doesn’t even scroll down that far if at all. And there’s some very specific things there’s really only one call to action on that landing page is not, is fill out the form, get your lead magnet. A whole page has obviously other things going on as well,

 

but we also can create a way for, to download your ma your lead magnet from your homepage. That could be a banner across the top or something that is located very clearly. And what a website technical term is called above the fold. That means that on a desktop, they don’t have to scroll down to find it. And so you can put the form or your lead magnet either on a separate landing page or on the homepage,

 

or frankly, any other page of your site. So stop number one, like in this little lead magnet tech journey is the page has to have a form on it. And then what happens is somebody fills out that form. Then we use the magic of what is called email automation, and it is going to automatically send to the person that filled out the form,

 

your lead magnet, whatever your lead magnet is. It is all done on complete automation. And that is the way we scale your business. Everything needs to be done automation in. I actually just spoke to the client today, honestly, just a little tangent. And she has an amazing business she’s been doing for almost 20 years and she has 150 people going through a program that she has every single month.

 

And she has had this you guys for, I think about three or four years, every single person that joins she has not had the opportunity to learn these strategies. And she sends them a personal email with the link. That’s 150 people. She’s personally sending an email to every single time they joined and it’s running her life. So with a few little technical software pieces in place,

 

we can take your company from the way that it’s working, but into a way that works, that is going to increase your sales scale. Your business increase the value and the quality of your life and help your business grow to the next level. So if that’s you and you don’t have any email automation in place, I’ll put the resources in the podcast,

 

show notes for you, but we are a big advocates. We love Kajabi. And there are a lot of other online software platforms as well that we do recommend. And frankly, we even have a separate side of our business that builds websites and landing page funnels for clients. So if you need that, you can always check us out@sweetlifeco.com. With that being said,

 

let’s go ahead and do a quick recap of what we talked about today. Today, we talked about what is a lead magnet. We talked about understanding why it’s important for your business in today’s marketing, in the really specific and powerful, like mighty mouse job that it has. We talked about knowing what kinds of lead magnets are best. And I just want you to remember one key word and that word is transformation.

 

We want to give people a transformation within experiencing your lead magnet, and that’s going to set them up to be like, wow, look what they just did for me. I wonder how amazing their paid programs are. If this is what I’ve experienced in a free capacity. And we had talked about learning the strategy of your lead magnet content, being a prerequisite to what you’re selling into next.

 

So I helped that. That was incredibly helpful for you. This is again, this is lead magnet marketing for every single stage of business, and it applies across the board, whether you’re established or new I’m April beach host of this podcast and thunder of the Sweetlife company. It’s certainly a pleasure to get to speak to you again on another show. This is episode number 215,

 

and you can find all the show notes and everything we chatted about by visiting Sweetlife co.com. And please follow me on clubhouse. I’m at April beach and we host a weekly strategy room at 12 o’clock Eastern time, every single Wednesday. It’s totally free. If you have a question about this strategy, as we’re dropping this show, please jump in there with me and ask,

 

all right, you guys have an awesome week and I will look forward. See you again soon. Bye bye for now

Episode 214: 5 Signs You’re Ready To Scale – 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:

Schedule a complimentary business scale triage call here.

Who This Episode is Great For:

This episode is for those in Phase  2 – 3 of the Start Up to Scale Up System™ who want to scale but you’re not sure the key markers that dictate readiness. Not sure what Phase your business is in?  www.sweetlifeco.com/quiz

Summary:

Scaling your business is the key to growth, but you may not be sure when to scale and if your company is ready. In this episode we’re chatting about 3 key indicators that it’s time to scale, and how to know when to break the rules and scale before you’re “on paper” ready.

At the end of this episode you will:

  1. Know the 3 must do things before you scale 
  2. Know when to break the rules
  3. Understand the types of offers that scale the best

Resources Mentioned:

Schedule a complimentary business scale triage call here
 


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. Hey guys, thanks for jumping into another episode here on this wheat life entrepreneur podcast with me, I am E-Pro beach, the host of your show and business development strategist for entrepreneurs who are ready to design launch,

 

and scale their business online. Super glad that you have tuned in with me today. This is episode number 214 here on the show, which means that to look up any of the resources I say you can just click over to Sweetlife co.com and search for podcast. Number two 14 today, we’re talking about five signs, you’re ready to scale. So let’s kind of dive into what you can expect out of hanging out here with me for about the next 15 to 20 minutes on today’s show and what you’re going to know at the end of this.

 

So here’s a little background story as to why we’re talking about this today. So we offer business triaged calls to entrepreneurs. And in the process of this, we ask a few questions before somebody books a call with us. This is my company, this sweet life company. We ask these two questions we ask, what phase of business are you in either launch scale or impact.

 

And then we ask how much money are you currently bringing in consistently per month? And frankly, more often than not people say they’re in the scale phase almost frequently, somebody will say, yes, I’m in the scale phase, but their revenue is like less than $4,000 a month. And so I thought it would be good to dedicate an episode completely geared towards scale readiness.

 

And so here it is, who is this episode for this episode is for those of you guys who are in phases two or three of my start to scale up system. So we asked that question in the triage call, but honestly, if you’re not sure where you are in the business launch or growth or scale cycle, if you’re not sure what phase of business you’re in,

 

I have a self-assessment that you can take this self-assessment will tell you exactly what phase of business you’re in, what you need to do. You’re going to get like a very clear checklist of what you need to do to get to the next phase in that system. And some things to be mindful for as you’re going from phase to phase, you can take that self-assessment simply by,

 

by visiting Sweetlife co.com forward slash quiz. So it’s really pertinent to what we’re talking about here on today’s show. So this episode is for those of you guys who are in primarily phase two, the launch business phase, but you really want to get to scale, which is phases three and four. There’s different types of scaling we do as we progress through and continue to grow your business.

 

So there’s a tool for you to find out exactly where you are. This episode is great for those of you who want to scale, but you’re not exactly sure what key markers dictate your readiness. And the summary of what we’re talking about is this scaling your business is absolutely key to your growth, but you may not be sure when scaling is right for you and if your company is ready.

 

So in this episode, we’re chatting about five different indicators and five different things that you should do and have in line before you think about scaling your business. And then also I’m going to share with you one way, when I say, Hey, throw all those out the window, it’s a cool to break the rules and go ahead and scale your business in this one particular area,

 

faster, the end of this episode, you’re going to know these five things you should do before you scale. You’re going to know when to break the rules and you are going to have an understanding of some of the most common types of offers that companies are using currently at the recording of this episode to scale their business. So if you’re ready, let’s go ahead and dive on it again.

 

This is episode number 214, and you can find all the show notes by going to Sweetlife co.com clicking on podcast. And we’re at two 14.<inaudible> Let’s go ahead and first talk about what does it really mean to scale your business? And what’s the difference between growing your business and scaling your business? There are quite a few conversations we have around this frequently.

 

I do, particularly as a business development in a business scale coach, but the best clear definition I found came from lighter capital.com. And so I’m going to read you part of their description. So what is growth in your business versus what is scaling your business? So growing, according to this resource, which is, I’ll share it in the show notes with you is when companies grow,

 

you’re increasing your revenue revenue equally as you are adding resources. So that means if a company gains $50,000 in new revenue, you’re turning around and spending that to hire new salespeople. So your company’s gains and losses are equal. The difference now is scaling your business is when you add revenue at a faster rate than you’re taking on new costs. So you can scale your business and you can gain $50,000 in new revenue,

 

but you might’ve only spent $5,000 on software or email marketing tools. And so your gains outpace your losses and your expenses, and this allows you exponentially scale your business faster. So that’s the difference between growth and scaling. One of the things we do at the Sweetlife company is we help you develop programs and services and offers that scale. And so, of course,

 

that’s why this podcast is important to dive into. So let’s go ahead and keep moving forward. So in reference to that, in reference to the fact that companies come to me and whether it’s your, a business triaged call or whether it’s through our mentorship and our business strategy programs, these are the things we look at first. And so these are the five areas,

 

the fifth one being the rule breaker, but also in my opinion, the most important thing for you to consider. So here are the five key areas or the five signs, the five things you need to make sure are in line for you to scale your business. So the first area we look at is your demand. This can be different for every single business as an entrepreneur.

 

You’re going to feel your demand differently than your neighboring entrepreneur mind. But what we mean by this is have you reached capacity. So have you maxed out your one-on-one services? Are your services in demand, are people hiring and paying you for the result that you deliver right now in your business? And do you have a wait list? So we want to take a look and making sure,

 

first of all, that your minimum viable product is good, that you have proven your MVP or minimum viable product to be true, that it is needed in the marketplace and that it is giving people Results. We know that because that means that you’re reaching capacity, your services are sold out. You just, frankly, can’t serve people one-on-one anymore or deliver services in the way in which you have been doing it in the past.

 

Maybe it’s done for you services, maybe it’s one-on-one coaching or consulting services, or just delivering your end result on a one-on-one basis. So the very first area we want to look at is your demand. Have you done a great job and have you reached capacity? Do you have a wait list and is your service in demand? Number two, we take a look at your finances.

 

So we have to get your books in order and inherently entrepreneurs are not awesome bookkeepers. That’s why I love the episodes, honestly, on this show we have with so many financial planners, because you know, I’m sitting there taking notes, just like you are. We’ve had some like Daniel Hayden has been on the show, you know, entrepreneurs we’re creators. We don’t always like looking at the nitty-gritty of the finances and this becomes a problem when it’s time to scale your business.

 

So the question that we want to ask an answer is are your finances in order, can you afford to invest in the things that you want to, to scale your business and also grow your business? So can you afford the team? Is it time to increase people on your team? Do you want to grow your team? Do you want to grow your sales people?

 

Do you want to add on marketers? Do you have the money to do that? Or do you know where we’re going to get this money from? You might not have it right now. And that’s part of developing a scale strategy, but we know when we’re going to have the money, according to a plan that is laid out in front of you.

 

So you know where that’s going to come from in the future. And do you have the money to invest in the software and the marketing automation and the things that we need to invest in to deliver an amazing client experience online in, in a lot of cases, if you are looking at your finances and you’re not really sure what you’re spending your money on,

 

you’re not really sure how much it’s going to marketing, how much is going to software. Maybe you’re spending a ton of money in these areas and you shouldn’t be, maybe you have purchased five different softwares that maybe you could consolidate in. Only have one that does it all. We talk to clients all the time, they’re having reoccurring fees and software fees that are going out,

 

and they don’t even realize that they’re paying for these things or frankly, why they ever bought them in the first place. And so it’s really important area. Number two is to take a look at your finances, making sure that your finances are in order and that you have the money, or you have a plan to have the money to grow. The way that you want to.

 

The third area is actually taking a look at the software. So when we’re talking about scaling businesses online, the new quote, unquote brick and mortar is your forward facing software that clients come into your business, they experience what you have, and that we can bring them through a client experience online that feels very personal and they love being part of what you’re doing.

 

They actually feel like you are with them, even though they’re just going to your website. So we take a look at your software and we want to make sure that you have the online platform that’s ready to grow, and that’s ready to deliver the programs and services your clients want, need and expect. We want to make sure that your software is going to grow with the way your company is going to grow.

 

Just a little sidebar here. One of the number one areas that I work with with clients that come to us and they are ready to scale is their software is like a bunch of different pieces, all spread out everywhere, and nothing is really talking to each other. So having a conversation, making sure your software works for you and with the important experience you want to give to your clients moving forward,

 

we have to make sure your software plan, I call it your technology recipe because it’s different for every single business, but we’re bringing together the technology. You need to grow the software to give the client experience. And we’re saving as much money as possible. Doing that while still not cutting corners, we have to build out your software intentionally. So the third area we look at as to whether or not you’re ready to scale is making sure that your software houses in order,

 

the fourth area we look at is your track record. This goes back and it connects to number one, which was the demand. Your track record is this, do you have an established system or method or process or steps of service or program or offer, that’s gotten your client results in the past. Have you tested what you do on a smaller capacity so that when we build it into an offer that is going to scale for you or an online program,

 

a hybrid program, a custom program, whatever that is for your business, that we’re utilizing a methodology that you’ve tested, and that has gotten people results in the past. If you have never ever done something before it’s best to practice it, I should say it’s called testing and traction. And making sure that you’re getting people results, your job as an expert or a teacher or a consultant or a coach or a deliver of exceptional services is to give a predictable transformational measurable result.

 

We do this by creating your process or your method or your framework and turning it into your signature offer. We talk about your signature offer all the time on this show because we have a high level program called your signature offer. So I’m always talking about why that is important on the show. What we’re talking about here on this podcast is making sure that you’ve laid out your method and your process,

 

and that you have a tracker to get a track record of getting people results so that when we scale it into scalable offers, we’ll talk about those in just a sack, but we scale it into scalable offers that we have a process to drop into a framework of business that can grow with you. And the fifth area, the bonus area is this. This is the way where I would say,

 

okay, it’s totally fine to break the rules. If you find yourself in a place where your life is not working with your business, for whatever reason. So when you are ready to break out of the current operations, that’s happening within your daily business, and re-invent your offers into scalable programs that work for you. This is a very good reason to scale.

 

So another example of this is we meet with a lot of companies that have been doing business, and it’s probably going to date me. I’m 44 years old, but like the traditional way, where before we had, you know, scalable funnels, online systems and all this fancy stuff, we have an online business now. And there are some amazing industry leading companies that are still establish,

 

but businesses, maybe not even brick and mortar, boutiques, but established businesses and they’re still doing business one-on-one. And so if you are in that place where you’ve been doing business one-on-one for a really long time, and maybe you don’t have all the demand in the world, maybe you have to sit down there and work on your books and figure out what your finances.

 

In most cases, you have no idea about the software. You need to scale because that’s a whole nother beast in land. You’ve been so honed in on doing what you’re doing on an amazing level that all the software development and this and that has just kind of passed you by because you’re so busy being good at what you do. And you definitely have a track record of getting people results.

 

So the fifth sign that it’s time to scale is if this is you, if you have been doing what you’ve been doing for so long, and you’re so freaking good at it, but you might not have the quote unquote step-by-step checklist that, Oh yeah, I’m ready to scale my business. If that’s you, it’s time to reinvent your services, scale your offers and scale your business by developing your signature offer by developing your signature online programs,

 

whatever that may be for you to be determined. And so that’s the case. When I say, Hey, it’s time to break the rules. Even if not, all of your other ducks are in a row. If you are miserable with the way you’re working and you’re tired and you’re ready to level up your lifestyle, then it’s time to have a really serious scale conversation.

 

Yes. We’re going to go back and make sure that you have the demand. Take a look at what your most popular services. Yes. We need to look at your finances and probably redirect some money and some resources. And yes, we need to have a software plan for you. But if that’s you, then I highly recommend you step forward and you consider what it would look like to scale your business.

 

So with that being said, when we scale your business, you do two different things. You scale your systems and you scale your offers. That’s how we scale your company by scaling your systems internally. There’s so many other things, and we’ve actually done so many podcasts on them. There are massive systems that have to be scaled on the inside of your business in order to handle the flow client intake systems,

 

onboarding systems, marketing systems, there’s tons of systems to scale. We’re just talking really high level here so that I can help you at the end of this show. And about two minutes from now know exactly whether or not you’re ready to move forward and scale. So again, we want to scale your systems and we want to scale your offers. And both of those are needed to have exponential results so that you can scale your business.

 

So what we talked about today is if you’ve reached the capacity, if your one-on-one services are filled, if you have a wait list of people that want to work for you, or if you just frankly want a better life, I want you to start by looking at the basic set of processes and how you can improve those. And then you can move towards growing your team,

 

increasing your leads, automating a lot of things in your business. And of course, increasing your profit in a strategic way that enables lifestyle freedom by developing your on line programs. So that is today’s show. I hope that you found this beneficial. I appreciate you hanging out with me here and here is a recap of the resources we have for you. Number one,

 

if you aren’t sure what business phase you’re in, go take that quiz. It’s a six question. Self-assessment that you can take that@sweetlifeco.com slash quiz. You’re going to get a total rundown of where you are a checklist to grow your business to the next phase. And really just a lot of helpful information so that you can stay hyper-focused to grow your business faster.

 

And of course, in the show notes of this show, I want to make sure that we leave a link where you can set up a complimentary scale strategy call with our team. That will be in the show notes here by visiting Sweetlife co.com click on the podcast. This is episode number two 14, or you can just go to sweet life co.com forward slash schedule.

 

And you’re going to get our scheduler link is there. And we would certainly be happy to talk to you review this kind of scale readiness and give you steps to move forward. Thank you so much. I love hanging out with you here on this podcast for years running. I really appreciate you guys listening to this show up arrow in it and sharing it off of Spotify,

 

wherever you’re listening. We’re now on audible, which is really excited. I think we’re literally on every podcast app that is available. Thank you to my amazing producer, Brittany Felix, with podcasting for coaches, by the way, if you need a podcast producer, she is your girl, and we just really appreciate you guys for always tuning into the show,

 

your face faithfulness, and the fact that you are growing businesses that are doing amazing things, totally adore you. Join me in a clubhouse room coming up. We’re actually going to be figuring out how to record this podcast, live in a clubhouse room so that we get to take your questions. I’m very, very, very excited about that. So you can look forward to that coming and to find me on clubhouse.

 

If you’re listening on clubhouse, just look up at April beach and I will talk to you in a room soon. All right, you guys have a fantastic night. Bye. Bye

Episode 213: How To Lead In Your Niche By Creating Your Scalable Signature Program or Offer – with April Beach

SweetLife Entrepreneur Podcast April Beach

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

 

Episode Bonuses:

8 Steps to Create Your Signature Framework or Method

Who This Episode is Great For:

Entrepreneurs and experts who are ready to take the lead and become an Undisputed Leader™ in your space.

Summary:

If you’ve been spinning your wheels or struggling to get noticed, you’re not alone. In today’s fast paced world of online leaders, it’s not a surprise when new and established businesses struggle to get traction. So… how do you become known in world where every one is an “expert” and you’re too busy in the grind to toot your own horn to stand out. 
 
The answer… develop Your Signature Offer™ guided by your leading framework, method, system, or process.  When you create a signature program, online course, membership, event, service, offer, and method things quickly change in your company that will impact your message, marketing and profit like never before. In this show we also dive into the most common types of scalable offers and which may be right for you. 
 
“A signature program or offer is a unique service, that you create from your experience, method, framework, or expertise, that delivers predictable-transformational-measurable results”  – April Beach 
 
This show is an expansion of the Your Signature Offer™ trainings provided by April Beach and the SweetLife Company.

At the end of this episode you will:

  1. Identify if you’re ready to scale with a signature program or offer
  2. Identify areas of need you may have to stand out in your niche
  3. Know the most common types of scalable offers
  4. Know the two types of signature offers 
  5. Know the true definition of what a signature program or offer really is

Resources Mentioned:

 


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 

You’re listening to the SweetLife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. Hey everybody. And welcome to episode number 213 here today. I’m April beach, your host, and it is such a funny, Sure. To be able to talk to you again yet another week here on the show today,

 

we’re talking about how to lead in your niche by creating your scalable signature program or offer. It is one of my favorite topics to discuss, because this is one of my super powers is helping you create your signature offer and your unique methodology. And so we’re continuing the conversation we had on episode two 12 last week. And we’re diving into the signature program creation side of your business.

 

We’ve honestly talked about this so many times on the podcast, you can cruise to our podcast website at any point in time. All you have to do is type in the words, signature offer or signature program. And you’re going to be able to pull up all the times over the past four years that we’ve discussed this topic to help you get better results in this area.

 

So here we are for another show about this and let’s be really specific and who this episode is for. So this is for any of you guys who are really ready to scale your business, you have an established business you’re ready to, we’re going to talk actually about the fundamentals of scaling on this show, but you’re ready to increase your profit. And it’s time,

 

it’s time to create a framework of programs and offers that you have so that you can scale your business, increase your profit and duplicate yourself even faster. So that’s what we’re diving into. If this is you, this means that you are in phase three of my start to scale up system. If you aren’t sure what phase of the start to scale up system you’re in,

 

you can cruise to Sweetlife code.com forward slash quiz, and you can take a really short quiz. And you’re going to find out exactly where you are in this whole entire lifestyle business roadmap. This particular show is for those of you guys who are ready to scale, you know, you’re ready to scale, and this is phase three. This is a great episode for you,

 

entrepreneurs and experts who are ready to take the lead and become the undisputed leader in your space. Here’s the issue though. So this is why, you know, it’s good to hang out and listen to this show. So if you’ve been spinning your wheels and struggling to get noticed, you’re definitely not alone in today’s everything. Everybody is a leader expert everywhere.

 

You know exactly what I’m talking about. Everybody is an online expert of some kind. It’s really not a surprise that you might be struggling to stand out, even if you’ve been in business for a really long time and you want to become known, you’re probably very, very, very at what you do. And you might be struggling with communicating that across the board,

 

in your business, across social media and really across your messaging too. We’re going to dive into that today. The answer to that is to develop your signature offer and that’s guided by your leading framework method system or process, which we discussed last week on the show. When you create a signature program, an online course, a membership and event, or a service,

 

or really an offer, and it’s derived from your unique method, it will change things in your company and it will impact your message and your profit like never before. So that’s what we’re diving diving into on today’s show. And at the end of this episode, you can expect to be able to identify if you’re ready to scale with a signature program or offer,

 

you’re going to be able to identify areas of need that you may need to stand out in your niche. You are going to know the most common types of scalable offers, and you’re going to know the two different types of signature programs and offers. And you’re going to know the true definition of what a true signature program and offer really is. So if you’re ready for that,

 

let’s go ahead and dive in.<inaudible> Okay, guys. So first of all, I have to apologize to you because I’m slightly losing my voice. If you have been hanging out with me on clubhouse for the past couple of months, then it’s not a surprise. You totally know why I’m spending a lot of time. Our whole company and our whole team is spending a lot of time on clubhouse.

 

And we have actually talked about how to create your signature opera multiple times in private, in public rooms, on clubhouse. If that’s a topic beyond this podcast that you want to dive into more with me, please do so you can follow me at April beach on clubhouse, and we have our own clubhouse club. Now our clubhouse club sounds funny to say that clubhouse club,

 

our clubhouse club is called sweet life entrepreneurs. Of course it is. And you can follow our club or officially join our club. If you are on clubhouse, just search the word, sweet life, one word under the clubs. We jam a lot on this and I actually get to take your signature offer questions on clubhouse. But with that being said,

 

that is why I’m losing my voice. And I’m just super glad to be sharing this message with you on episode 213 here as well. So thanks for being here. So this is what we’re talking about. We’re talking about how to lead in your niche by creating your scalable signature program or offer. But first, let’s take a look at actually why this is important,

 

why this is an important conversation to have and why you may really need to be focusing in and leaning in with me here. Number one, it’s hard to stand out with your marketing. If you’re struggling with your marketing do usually because you aren’t being specific enough. And instead with this philosophy of going through in creating your signature program and offer, you’re going to gain an immediate audience who clearly understands what you do and identifies you as the undisputed leader,

 

that’s going to guide them. So the problem is you’re having trouble standing out. Your marketing is not specific enough. Problem. Number two is actually going through the process of creating a leading scalable offer. It’s important for you to understand how to organize your ideas, how to turn your thoughts into reality, how to turn your expertise into a signature program and actually regroup those things into your signature offer and the signature offer that scales.

 

So we’re going to talk about that as well here on today’s show. And if you’re struggling, because you have a lack of systemization in the back of your business, so your systems aren’t able to be scaled. You might not even have systems yet in certain places, creating your signature offer certainly solves that problem in a faster way as well. So, first of all,

 

let’s talk about some fundamentals here. What is a signature offer? This is a definition I wrote, gosh, back in 2018, when we first launched your signature offer masterclass, it was important to define actually what this is because there’s a lot of businesses out there that just launched a signature offer because it might be the most popular one or the most common one that sells.

 

That’s not really what a signature offer is. Don’t worry. I’m going to give you a lot more resources here that will help you take this to the next level. But let me just start out by reading this definition, a signature offer is a unique program or service that you create from your expertise, method, and experience that delivers predictable transformational, measurable results for your client every single time.

 

Okay? So it’s created from your IP, your experience, and we’re going to dive more into this as well. The reason why we’re talking about this so much here on the show and on clubhouse is because right now our industry leading signature program call that your signature offer is opening. Again. We open it up a few times a year to help you so we can roll up our sleeves with you to create your signature offer and become the undisputed leader in your space.

 

And so we’re talking about this on the podcast, in our clubhouse rooms, in our live streams, in our one-on-one calls, it’s all about the most important thing I’m so passionate about for you is creating your signature offer because it’s all in an effort to help you do two things. Number one, identify if your business is ready to develop your signature offer.

 

And number two, if you’re ready for an expert to guide you through the process and give the step-by-step method to develop your signature offer. So if that’s you and you already know you want more help with that, please visit signature offer.com and we’ll make sure that is in the resources for you as well. But if you’re ready to dive in with us and have us link arms with you and give you our process to do this,

 

visit signature offer.com. Okay, so now let’s go ahead and dive into how we’re going to break out the business training of this episode. We’re actually breaking it out piece by piece from the title. So let’s read the title of what we’re talking about here again today. The title is how to lead in your niche by creating your scalable signature program or offer.

 

So I’m going to break this up into three different parts. That’s hopefully helpful for you to take these little pieces, wrap your head around them and start implementing them right here from the show. I love being known as a podcast that gives you step-by-step business trainings that other coaches are gonna charge you thousands for. So I want to make sure you’re leaving with awesome action steps to get profitable and clear.

 

Results just from this podcast alone. So part one, we’re going to talk about how to lead in your niche. Part two, we’re going to talk about scalable, what scalable really means. And the part three of this show, we’re going to talk about the actual definition of what is a true signature program or offer. So let’s go ahead and dive into part one first,

 

breaking out the title of the show, how to lead in your niche. I know some of you say niche, sorry, I just call it a niche. So how you do this is by number one, having the very best program that you are the best of the best of the best at what you do, that you are undeniably the program to go to in your space,

 

in your market, in your area, in your geographic area, whatever that is for you. Most people it’s online area so that you have the very best program. That’s a number one way. It’s a development of your content into your program. That is how you lead. And this is not in any particular order. These are all parts of the ways of how you lead.

 

Number two, that you deliver the most transformational results. You guys are probably especially those of you guys that listened to the podcast a lot in, in our, always in our online business community, you’re probably sick of hearing me say transformational results. I’d say like predictable transformational, measurable results. Those are the three words, and you’re probably sick of it.

 

But here is what that means. This is why you need to deliver a transformation through your signature program. There’s a bunch of different types of transformation you can deliver based on your area of expertise, but how you lead in your niche is by creating the very best program that delivers a transformation of your area of expertise in your area of expertise. Also how you lead is by becoming the most trusted leader.

 

Now, really let’s kind of break out what trust really means. That means somebody is submitted to your guidance and your leadership that they are sold out in buying into the fact that you are going to navigate the way when they might totally be blind in this area. They completely trust you when you develop a program. And this is all obviously around to developing your signature offer.

 

But when you develop a program and you move forward and you are the trusted leader for the people they’d have just bought your program, they actually trust you. And they’re trusting you to guide the way then that’s how you lead in your niche. Also, you have the clearest message and therefore the clearest marketing messages, if you do not have your signature offer or your signature program developed,

 

you might be struggling with this. You might be one of the many entrepreneurs that I talk to. Even those that have been in business for years, that there’s so many messages because frankly, you’re so good at so many different things you want to talk about at all, but what that does in today’s day and age of online business, way too loud,

 

overwhelming drowning noise is that it doesn’t create that clear message and that clear marketing of your specific primary superpower. And so how to lead in your niche is to have the clearest message and to have the clearest marketing. Also, we want you to have some of the best, highest, most profitable sales. One of the ways that we know you’re a leader is that you’re making the most money doing this because people trust you because you deliver transformational results because you have the best program.

 

So therefore naturally you’re going to be, if not the most profitable, one of the most profitable programs, because people trust you and you deliver that transformation. And this is what this means in order to become that leader in your space. When you do these things, it means you have the deepest client commitment. It means that you are sold out in love with giving your clients and your customers,

 

a transformation that you promise that there’s nothing that’s going to get in the way of you committing to do that for your clients. And it also means that you have the most thoughtful client experiences. And when we talk about client experiences, it’s really important as we talk about signature offer development, we teach this in our, your signature offer leaders program is that there’s so much psychology behind the tactical things you’re delivering as well.

 

That there are a lot of mindset and important psychological benchmarks that your clients have to hit. And you are responsible to plan out, map out and guide them through in order to be the leader in that space. Part one, based on the title of this show, the lead in your niche, you need to have the best program with the most transformational results that you’re the most trusted leader with the clearest message and marketing that you have some of the highest sales,

 

if not the highest sales in this area, that you have the deepest client commitment and the most thoughtful client experiences. So that’s part one. And I promise you, we’re breaking this up into three parts, part two, let’s go back and summarize our title again. We’re talking about how to lead in your niche, which we just covered by creating your scalable signature offer.

 

So now we’re diving into part two, which is by creating your scalable signature offer. So what is a scalable offer? Scalable well refers to a company’s ability to increase profit customers or services by creating systems and offer structures that deliver those results. So in quick terms, it basically means the ability to make more money by creating systems and offers the decreased time,

 

increase efficiency, customer served and profit. It means we are creating structures in your company. Systemization behind the scenes automation behind the scenes, but the offers, the programs, the services, whatever they may be, courses memberships. We’re going to dive into that here in a second is that they are built and designed the structure of them. The architecture, the texture of those programs is designed in order to you increase your capacity while either keeping your time the same,

 

or actually decreasing your workload. So that’s where we talk about when we talk about, about what a scalable offer really, really is eliminates or reduces one-on-one work by adding this traditional type of online service. In most cases, it’s a course or a membership community or an online event, but that isn’t it. I love to talk about other ways of that.

 

They’re unique, customized, scalable offer creation strategies as well, but those are the most common that people know scale is also reached by designing custom or disruptive programs. Now, this is usually a hybrid type of a program. So these are also offers in services unique to your business, business goals, profit in purpose. You probably, we have heard me say before,

 

and you’re probably thinking yourself, frankly, you know, just because everybody else is launching a course, does that mean I need to do it just because everybody else is, you know, creating this sort of a program, does that really what’s right for my business and my goals and my profit plan. And of course the most<inaudible> your customers. So when we talk,

 

talk about scale, it’s really about the, and the design of what you’re doing and how you’re delivering your services. And it enables you to deliver the same results to more people, either the same time as you were working before or reduce time scaling also streamlines the processes that you teach coach or deliver so that then you can grow in your scale and scale your team.

 

We don’t just scale the offer. We scale your way of delivering it. So we can actually scale your method, scale, your teaching scale processes so that we can grow your team. And that’s what we talk about when we work with businesses to actually scale your team. And it really moves you from overworking to what I call cluster working. That’s a very important thing,

 

especially for entrepreneurs, you became an entrepreneur because you want to quality of life. And this is how we do it. It’s in the process of scaling your business, that you really start to achieve this life design that you had always hoped for. And as long as you do it in a strategic way, and your entrepreneurial IQ has leveled up on how to do that.

 

As long as you fully understand how to do that, you will achieve those results. Scaling also streamlined your operations and your systems. So it’s not just your team systems or your coaches system. It’s all of your system that your client onboarding system, it’s your client offboarding system. It’s your communication systems, your marketing systems. When we talk about creating scalable offers,

 

all of these things need to be part of it. And just for one clear definition, Webster’s dictionary defines scalable as capable of being easily expanded or upgraded on demand. There is a definition. So that’s the closure of part two. Again, part one, we talked about how to lead in your niche. Part two, we’re talking about by creating scalable.

 

And so we’ve kind of defined your really what scalable is. It’s not only the offers, but it’s the systems it’s taking your methods and reaching and serving more people at less time or reduce time to increase profit. And then the part three of the, this week’s episode, this is number 213 is by creating yours or scalable, which talked about signature program or offer.

 

And so we have to answer the question. What actually is that, what is a true signature offer or program? Again, I’ll read the definition that I originally wrote about four years ago, just to help you put it into context. So your signature offer is a unique program that you create from your intellectual property, that your experience, your method and your expertise that delivers people,

 

predictable transformational, measurable results every single day. Okay. So the note we have to make here is that there are actually two kinds of signature programs or offers. This is very important to understand because where you are in business, once we kind of understand this fundamental baseline signature program offer creation, it’s going to help you understand the lines of thinking that you can have to move forward to get results faster.

 

So there are two kinds and I’ll reference all the other podcast episodes over the last couple of years when I’ve talked about this as well, two kinds, number one is foundational. Number two is influential where you are in your business is going to dictate really what type of your signature offer you’re building both of those foundational and influential can scale, but which you choose truly depends on your business,

 

growth needs and capabilities right now. So a foundational signature offer. This is for those who have never created a signature offer or program before you may be new in your niche. And this creation of your foundational signature offer gets you on the map, either in a certain area of expertise online or in a geographical area based on where you’re located or it’s for those of you guys who are established business owners,

 

but you really have not gotten the traction or you really haven’t become known for something specific yet. So that’s a foundational signature offer in influentials signature offer is for those of you guys with an established track record of getting people Results. So you are known usually in a one-on-one setting for getting people results in this particular area that you’re creating your signature offer and program around.

 

And this influential signature offer stems from your unique method, process, framework, programming, mapped out steps, whatever you want to call it, which you have tested and proven to be true, your signature offer or your signature program stems from your unique method or framework, which you have used in the past, or you’re in the process of creating based on your experience or expertise and an influential signature offer makes you known for a specific outcome deliverable experience,

 

program service, and it makes your method well-known as well. And an influential signature offer when it is built correctly, can establish you as the leader in your industry so that other businesses are trying to follow along, trying to play catch up to you. This is how are your signature offer program is we’ve had this program for years. And honestly, people are just popping up trying to create programs like it,

 

but we’re well rooted in establishing our area of expertise in that because it’s our signature offer program. And that’s what I want for you as well. The, what you do, others are going to try to follow you, but you are the undisputed leader because nobody does it the way you do it. Nobody has your unique method, your unique process, and frankly,

 

your experiences that come into it, your personal opinions and the way you go about doing it and the method in which you get people results. So an influential signature offer can also really change the landscape of an industry and disrupt the space. Now let’s actually talk about kind of breaking down some of the fundamentals here. What makes a signature offer an actual signature offer?

 

Because we had talked about this in the beginning and they just cause it’s the thing that sells the most, or, you know, if you are, let’s say for example, a graphic design firm, the most common product somebody may purchase from you as a logo design, but that doesn’t mean it’s your signature offer. Okay. So I actually get asked this question all the time and I teach the components of a true signature offer and my,

 

your signature offer leaders program. But for the sake of this podcast and just wrapping up this post question again, we’re answering the question of the title of this particular episode, how to lead in your niche by creating your scalable signature program or offer. This is what I want you to take away. Your signature offer is unique to you. It’s created by you,

 

it’s derived from your experience, your expertise, your views, your theories, your styles, and your beliefs. Your signature offer is built from the foundation of your method, your process, your system, or your framework. And you can listen to last week’s episode 212 to dive all into how to create your unique method and your unique framework, and the difference between a method and a framework,

 

your signature offer delivers predictable transformational measurable results. That’s what a real true signature offer is also. And your signature offer provides the roadmap for your clients to navigate that physical, psychological, and or tangible roadblocks that they have hit while trying to do it on your, on their own. But now your signature offer is that roadmap that helps them guide through the way you are the trusted leader when they feel blind,

 

or at least partially unable to see, you know, how to navigate through and get to the end result that they’re looking for examples of business models of what your signature offer could be. So we don’t start with the actual business model. I’m a really big advocate for this. We don’t just say, Oh, I’m going to launch a course or I’m going to launch a membership site.

 

That is the last thing we do is actually building out the structure of the business model. But first thing we do is extracting your thoughts, turning your thoughts and your expertise into reality in the form of your signature offer. And then here are the most common business models that signature offers manifest and build into that could be a full blown program, could be a corporate program or a healthcare program or an educational program.

 

Our clients develop amazing signature corporate educational industry, leading signature programs. It’s really impressive. So that’s one of them. It could be a course in how you deliver that course, whether it’s live or on demand. That’s those are, we have a million other podcasts we can, you know, dive into about those. You’re welcome to search our podcast website,

 

just literally type in the word course. And it’ll bring you to every other podcast episode about courses and how to create your course. It could be a membership community. It could be an event, a live virtual event or an in-person event. Your signature offer could be a service. It could be a one hour service. You could have like the crazy,

 

most amazing transformational one hour service that is your signature offer that you are known for. It could be a mastermind. And of course it could also be a hybrid business model, which most of our clients are building hybrid business models in order to get there science Results. And of course, I always want you to be realizing and remembering. And frankly, just thinking along the lines of the fact that it can be anything else,

 

just because a business model hasn’t been created yet doesn’t mean that you can’t create it. If that what works best for you, you or your clients. So if you’re thinking, wow, well, I just kind of want to do and deliver my, my signature content this way. And my signature offer this way and my signature program this way. But nobody’s really doing that.

 

Please listen to yourself. You can do anything that you’re willing to build and strategize through. Here’s a quick story about that. And then we’ll just wrap up this episode for you. In 2008, I had a crazy thriving consulting firm. I had licensed my trademark to offices in seven different States, and I had three babies at home at that time, by 2008,

 

they were all under the age of six and I could not do one-on-one consulting work anymore. I did not have the bandwidth. And so I, without even being some strategy, decided to launch an online course. And it wasn’t because it was the sexy thing to do. Nobody was doing online courses and you guys, I mean, it was like we had to duct tape the thing together with a prerecorded Cisco WebEx.

 

It was really, really, really clunky. So I didn’t copy what anybody else was doing because nobody was doing that yet. I did it because I literally had to figure out how to scale an increase profit while not even keeping the same time this mama, I had to decrease my time because I was fricking exhausted. Okay. So I just want to inspire you that it wasn’t something that I just was following the crowd.

 

I literally had to do it because that’s what worked for me. And frankly, the companies that were coming to me to learn, to launch their own business, a lot of them were international in my time here in Colorado, didn’t work for their time in Australia, we’re Switzerland. And so they wanted things on demand. So I launched my first and one of the first evergreen on demand courses because it needed to be done.

 

So I share that story with you because if you’re thinking about delivering something some way that has never been done before, do it like go through the process. I would love to roll up my sleeves with you and help you develop out that new business model. I’m a big advocate that we’re always evolving and there truly is always a better, deeper, and more efficient way where we can get our clients Results.

 

So I’m just going to end this episode with encouraging you to be disruptive, to be creative on purpose, if that’s what works best for the creation of your signature offer. So thank you so much for hanging out with me today. Again, this was episode number 213 here on the Sweetlife entrepreneurial podcast. I’m April beach host here on the show. We’re going to begin re begin bringing a lot of our experts back into the show coming up here in the next few episodes.

 

So I’m excited to dive into back to some business trainings in the form of interviews. And today we talked about how to lead in your niche by creating your scalable signature program or offer. If you would like to work with me and my team to create your signature offer. We have two really fun things coming up. If you’re listening to this podcast in real time,

 

you can very simply go to signature offer.com. We have a one day live virtual event to create your signature offer. And we have our, your signature offer leaders program, which is opening up in the end of February as well. And I would love to link arms with you and give you my system to make sure that you are creating your signature offer and process to become the undisputed leader in your space.

 

I would love to do that for you. Okay? I hope you guys have a great afternoon or morning or night wherever you’re listening to the, whenever you’re listening to this and I’ll look forward to talking to you. Bye-bye for now.

Episode 212: 8 Steps to Create Your Signature Coaching Method, Process, or Framework – 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:

Grab the 8 Steps to Create Your Signature Process or Method here

Who This Episode is Great For:

Entrepreneurs who are ready to scale your business but lack a method, process or framework that delivers the transformational results your clients receive.

Summary:

You’re good at what you do, but you may be struggling to scale, get noticed or establish undisputed leadership. I often find this is because you’re lacking a proven method, process or framework that scales your business to the top. 
Though most business coaches don’t talk about method development, it’s usually the first place we start to get our clients results. Without a method, you’ll struggle to scale, become known and you could risk not delivering the transformational results you should be able to guarantee. 
In this show we’re expanding on concepts we’ve previously taught on Signature Offer™ creation and diving deep into signature methodologies. 

At the end of this episode you will:

  1. Determine your need for creating your unique method or process
  2. Have 8 clear steps to follow to jump start your method creation
  3. Understand how YOUR METHOD is the core of all services, offers and the future to scale

Resources Mentioned:

Grab the 8 Steps to Create Your Signature Process or Method here
Follow me on Clubhouse @aprilbeach
Join our Club “SweetLife Entrepreneurs” on Clubhouse for Rooms jamming on this topic!  

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. Aaron, welcome back to the show. This is episode number 212. And today we are talking about eight steps to create your leading method or framework. I’m April, each founder of the Sweetlife company and host here for the past four plus years on the Sweetlife life entrepreneur and business podcast.

And I’m super glad you’re tuned in today. This is a really important topic and something I’m incredibly passionate about something that I teach frequently. And so I’m glad to dive into it more on today’s show. So, first of all, if you’re new to listening to this show, we tag every single episode based on the phase of business that you’re in. I want to make sure that the things we’re talking about in the business trainings,

we’re delivering align with what you should be working on right now in your business. So each episode is tagged with a phase based on my start to scale up business system. If you are not sure what phase of business you’re in cruise over to sweet life co.com forward slash quiz. Again, that’s, Sweetlife co.com forward slash quiz. And just answer six simple questions.

You will learn the phase of business that you’re in and you’ll know exactly what you should be focusing on right now to grow and scale your business faster. So this particular episode is strategically designed for those of you in phases, two or three of the start to scale up system. Some of you may also know my business system as a suite life entrepreneur business system or roadmap.

And so this is the same system that we’ve had for years and so glad to be able to help you hone in and get focused on what you should be working on right now. So in today’s episode, we are talking to those of you guys who may lack a method or process or framework that delivers transformational results to your clients. So if you’re ready to scale your business,

but you’re lacking a method or a framework, we’re going to run into some problems. And so that’s why, what we’re talking about here is so important because you’re probably incredibly good at what you do, but you might be struggling to scale or get noticed or establish undisputed leadership. And I often find this is because you are lacking a proven method or a process or a framework that scales your business to the top,

but by doing so, you’re getting your people, your clients, these amazing predictable transformational results. That’s why we need a method. And honestly, most business coaches don’t talk about method development, but it’s usually the first place we start with our clients because without a method you are going to struggle to grow your business and other areas, but with a method we can exponentially scale your business across all levels,

across your offers in the content that you’re talking about. And so creating this methodology is usually the first step that we want to talk about. The first area that we look at in the process of working with companies that are really ready to take it to the next level and really ready to lead in your niche. So at the end of this episode, you will determine your need for creating a unique method or process.

You’re going to have eight clear steps to follow, to jumpstart the creation of your method or your process. And you’re going to understand how your method is the core of all the other services, your signature offers and your signature programs, and really the future of scaling your business. In addition to what I’m talking about here on the show, I’m also giving you a free resource.

We do this oftentimes with most of our episodes, you’re going to get some really cool free tools. This episodes free tool is literally a worksheet that guides you through the eight steps to create your method. And so you can grab that by going to sweet life co.com forward slash method. And of course we will have all these resources in the show notes for you.

So if you’re ready, let’s go ahead and dive on into today’s show.<inaudible> Okay. First things first, let’s talk about having a method and why it’s important. Having a method is important because this means that you are creating a system that guarantees predictable transformational, measurable results, every single time to your clients and in doing so, you’re going to increase your efficiency and you’re going to be able to better systematize and scale your business and your clients are going to get predictable transformational results.

Your clients are going to know what to expect in working with you, and then it has even more compound amazing effects. So you’re going to be able to create a team that you can scale, and you can train other coaches if that’s within your business model based on your method. So for example, in my company, in the Sweetlife company, one of our methods is called sweet live launch.

It’s a 90 day launch system. I’ve taught this system for over 12 years. I have other expert business consultants that I have trained on my method, and it’s very easy for them to follow. So when you have a method, you can actually train other coaches in your method and you have just created exponential results, like dropping a stone into a Lake.

And these ripple effects of going out of how many more businesses you can touch. And it really all starts with creating your method. And then you’re also able to become known and in a sea of much noise, it’s really important that we have your message clear and people know what your Ninja skill is, what your superpower is. And by creating your method,

that is the first step. One of the first steps that we do in the process of helping you to become known and stand out in your space. And then once you have your unique method created, you are able to create a suite of offers around it. These could be programs or products or books or signature talks all around your method. So the method is like the center of the earth.

The method is the core of what you’re known for what your superpower is. And then we build your signature program. Services offers your signature suite of products all around this, including all the other big dreams that I know you have because you’re an entrepreneur or you’re a creator. So you’re always creating all these things in your mind that you want to do truly it starts with your method.

So let’s go ahead and dive a little bit more into what a method is and why it’s important. And then I’m going to download you on these eight steps. And of course, don’t forget to grab the worksheet that goes along with this@sweetlifeco.com forward slash method. It’s going to be really helpful for you to implement the things that we’re talking about here on today’s show.

So a method is basically a set of principles and tools and processes that guide your clients to achieve a particular transformational result. Your unique coaching method is developed from your IP, your intellectual property, your experience, your expertise, but then also your beliefs and your systems and your processes that you use within your coaching process to support your clients. So it’s your technique,

it’s your system. It’s your way, it’s your method of getting people results. Now let’s just talk for a sec because there’s also another terminology that’s put out there that I work with clients to develop as well. And it’s called a framework. A method really is your unique way, your unique style of bringing people to Results. Whereas a framework is more of a structure.

It’s more of a loose system that allows for movement within that system, where your clients can bring in their own tools, their own system, their own information to be organized and better understood within the guidance of your framework. So frameworks, examples, you know, can be concepts or core principles or thought processes, even blueprints that people can build upon or springboard from.

In one instance, I’ve heard it referred to as we’re a framework is a noun. Whereas your method is a verb. If that helps you to kind of separate them. And honestly, clients work with me to develop their method and their framework. So a great example of this is a client of ours. Grace, who’s a founder of the hybrid.com. Grace has both a genius framework that she delivers within her incubator program and her unique method known as the zone of grace that guides our clients through core principles to achieve the highest business in life.

Results. And also just so you know, at the end of this episode, and we’re going to dive into the teaching here, but in the end of this episode, I’m going to share some of the frameworks that I’ve created within my companies that I’ve owned. And they’re truly the reason why we scaled past seven figures in multiple occasions. It’s because people know what to expect because we have a very clear framework of what we do and people know what to expect from us.

So let’s go ahead and dive into these eight steps to create your method or framework. Step. Number one is truly honing in on your ideal client. Now this might be like, thank you, captain obvious. I know I have to do that for most of you that are in the scale phase of your business. But when we’re talking about your method,

it actually might be a little bit harder. You might be like my friend, Brian Fanzo calls, like he’s like team, no niche where he can get a lot of different companies in a lot of different areas, great results. And that’s terrific wherever it is, whoever you’re serving, we do need to hone in on who the ideal buyers are. They don’t have to be all the same people,

but what pain point or deep desire is your method solving or is your framework delivering really, really focused? Maybe not so much on the people themselves, but on the problem or the deep desire. That’s what people buy. They buy a serious pain point. They need help overcoming or a deep desire that they want incredibly badly. So step number one is really deciding what solution,

what pain point is my method going to solve or deliver. And then step number two is actually laying out what I call the transformation story or your transformation timeline. And it’s your job as the teacher, as a leader to lay this out. And this is identifying where people are right now and where they’re going to be when they are done working with you.

When they’re done experiencing your method, following your framework, following your roadmap, blueprint process, those are all different interchangeable words we use for this type of coaching. And a couple of questions you should ask yourself, how is my method? How’s my framework or my process going to improve their life? How can it increase their sales, improve their business? Does it improve their efficiency?

Does it give them more clarity? Does it give them better health and wellness? Does it help them to serve more clients and scale their business faster? There is going to be a transformation that your people go through along the route of following your method or your framework. And it’s your job to actually lay out that transformation and determine where are they going to be when they are done with this transformation.

It’s our responsibility. As teachers, as coaches and consultants, as leaders to define the end result that we are going to take people through and it’s our job to get them there. That’s also why having a method is so incredibly important so that you can guarantee predictable results within your programs. And then step number three is to pinpoint the problems and define the process.

Now, along that transformation timeline of creating your method, there are problems and your problems become what I call your benchmarks along that way. But one of the things I want to caution you on is that these problems, these mini solutions or points of knowledge that you’re teaching them along, guiding them through your process, they can be both physical problems and psychological problems.

So here’s an example. I want to give you a client of mine. She has an amazing method that I helped her design and create called the convergence method. So Ariana grace is her name and she has the convergence method. And we developed her method specifically because she helps Christian course creators get their students better Results but Ariana realized that it wasn’t just what the people needed to learn,

that there were some spiritual blocks that people were experiencing going along through these courses. So Arianna’s method that she designed helps, Christian course creators, get their students better results by pinpointing the problems along the way that identify both the physical and the psychological needs within that method. So that’s an example of how you, when you’re creating your method should be thinking, I’m not just giving these business results,

or I’m not just giving these health results or these financial results, but what are the psychological needs that are happening? That what’s the mindset behind what I’m taking my students through as well, because it is just as important in some cases, based on what your teaching or your area of expertise to pinpoint both along the creation line of your establishing your method. And then number four is to actually produce your method,

outline, create your method plan, really sit down, get to work, outline your method, create the plan and make sure that you are at the end of the day saying, I know that I know that I know that I outlined this in a way that people are going to get the results that I promise when they follow my method, my process,

or work within my framework. Number five is to pace yourself and really think about it. How long is it going to take somebody to get results within your method? And this is not necessarily even talking about the business model of your method, but still talking about the process in which someone needs to follow and how long can your clients, can your students expect?

So number five is to pace yourself and to define how long it’s going to take somebody to get results within your method. Number six is to brand the heck out of it. So give it a great name, a name like Arianna’s, that is the convergence method, or like my other client, grace, which is the zone of grace, given an amazing name that is yours.

And nobody can take from you and it separates you from everybody else. But it’s also clear about what it is that your method delivers. So pick a name, brand it, own it, share it with the world. Number seven is really getting in and having testing, testing, and traction for your method. This is really committing to those first people that you are testing your method on.

That’s what we do. You need to make sure that you apply it to the world, but then you’re also committed to listen, get feedback, listen to your students in perfected. The first time we put something out there in the world, it’s not going to be perfect things, evolve our methods, our programs, our systems, all evolve. And that’s a process of growing as a leader while we’re,

while we’re growing our students and our clients as well is always being, being willing to listen, always being willing to have feedback and really taking a look at the method that you’ve presented and making sure that that is for sure working, getting the feedback from people that are in your process and in your method and testing it and making sure it’s getting traction and that they’re getting results.

And then step number eight is to scale and exponentially increase your profit. While in most cases you can decrease your time by choosing business models that scale. So number eight is scale and increase profit in double down and use your hard work and your method to create signature offers, programs, suites of offers and services that can scale your business exponentially. This is when you know what,

if you’ve nailed your method, maybe it’s time to write a book on it. If you’ve nailed your method, let’s turn it into your signature talk. There’s so many other things that we can do once you nail your method, your process, your unique methodology, that gives people amazing. World-class transformational results. That’s what we’re talking about here. That’s what we do as a company.

If you want to work with us, you can always work with us as well to develop your method and process. That’s what we’re here for. And that’s what I want to talk about today. On, on today’s show is really emphasizing the importance of creating your method and why every single coach or consultant or service-based provider needs a method that you can rely on and that your people can trust.

So let’s do a really quick recap. We talked about eight steps to create your method or framework. First one was choosing your ideal client. Second one was laying out for transformation. Third one was pinpointing the problems and defining both the physical and the psychological needs that your method has to deliver. The fourth is producing your method outline and your method plan. The fifth is pacing yourself and determining the timeline.

The six is picking your name and branding it. The seventh is testing and traction and the eighth is scaling exponentially. And so that’s a recap of why creating your method, your process, your framework is so important. And I told you, if you hung out until the end, I’m going to give you some examples of some of the methods that we have created as a program creator as a method creator.

Of course, I honestly have like a method for everything, but let me just share a couple of them with you so you can get your wheels spinning as well as you’re thinking about creating yours. So for example, my 90 day business launch system is called Sweetlife launch. My five phase business design launch and scale roadmap is the one we use here in the beginning of our podcast.

That’s the one that outlines all the five phases of business design, launch and scale. And it’s a long-term roadmap. Clients follow our roadmap for years. I have clients that are in phase three and four, and they’ve been there for five years. It’s the whole life cycle of a lifestyle, highly profitable business. We call that the sweet life business roadmap,

and it’s also referred to, and the tech side of it as the start to scale up system, that’s our framework. And so, for example, if you’re a podcaster, I love teaching other podcasts is to figure out a way to tag your episodes so that you can organize them. And you can really build a relationship with people in certain, with certain tags and then funnel them into your programs.

But you guys can do this for anything. You don’t have to be a podcaster to do this, but this is another example of why having a system, a process, a framework is so incredibly important. Another example is my process to teach entrepreneurs and experts, to develop your method and your signature offer and your signature programs. And it’s called my method creation system.

And then the last one, but definitely not least is my three step proprietary process. That turns everyday entrepreneurs into undisputed leaders who live life on their terms. And that’s called my sweet life entrepreneur system. So see, there’s like a method to everything, but these are things that I have learned and built over decades of coaching other businesses. These didn’t come overnight.

So going back to yours, your first step is to define what you want to be known for who you’re serving and create your method and talk about it, share it, share that you have a method. This develops a higher level of trust between your audience and you between your potential clients, because they know you’ve taken the time to develop a method. If you are one business and you might be doing Facebook ads and you say,

Hey listen, but we have a method of getting our clients results and you spell it out versus your competitor who also might do Facebook ads. Obviously it’s just an example, might do Facebook ads, but they just kind of put some services on their website. Let me tell you what I’m going with one with the method, because I trust that you have laid out the process to get me results.

That’s why a method is so incredibly important. Okay. Here is a couple of resources for you to take action on this now. So we want you to listen to this show and then we need to take action on it. Again, the first thing is grab the eight step guide to develop your method. You can grab that by going to sweet life co.com

forward slash method. The second thing we have for you is depending on when you listen to this show, we host a one-day live virtual event on creating your signature offer or method. So I will put this in the show notes for you, but you can join our one day live virtual event and creating your signature offer or method by going to Sweetlife co.com forward slash signature offer event.

And if you listen to this, if you subscribe to this podcast and listen to it real time tickets for that event for the whole day right now are on sale for only $77. It’s crazy. So again, Sweetlife co.com forward slash signature offer event. And I’m going to be helping you build out your methodology that day. It’s going to be amazing day.

And of course, if you are not yet on clubhouse, I talk about this all the time on clubhouse. So I’m always hosting rooms on clubhouse regarding methodology creation and signature offer and business scaling. I would love to chat with you. So if you’re on clubhouse, follow me at April beach, get notifications turned on and I will love to talk to you and answer your direct questions about creating your method and your signature offer,

and really, truly designing a blueprint for your business for high profit and the lifestyle you want, and then helping you reverse engineer it to actually get there. Thank you so much for tuning into the show. I dropped a lot of links and a lot of resources. There’s a lot of gold in this episode. So if you forgot every other link that we’re talking about,

here’s the last one and everything is going to be under this one link. You’re ready. Okay. You can go to sweet life podcast.com forward slash two one two. So Sweetlife podcast.com forward slash two 12 in all of the show notes, the transcription for this show, the summary of this show and all the links to all the resources we’re going to drop right in there for you to make it super easy.

You can also find the link to this show and the latest podcast by visiting us on Instagram at April beach life. All right, you guys have an awesome day. I love talking to you always thank you so much for being part of the show for so long. And if you’re a new listener here, it’s absolutely awesome to get to connect with you.

I’ll talk to you guys

Episode 211: How To Fill Your Programs Using Guest Speaking – with April Beach and Heather Sager

Heather Sager SweetLife Entpreneur Podcast April Beach

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

 

Episode Bonuses:

Grab Heather’s FREE training: How to Build Authority as a Speaker WITHOUT Second Guessing What You Say

Who This Episode is Great For:

Entrepreneurs looking to get in front of your ideal audience and establish yourself as an expert in your space but you’re not exactly sure how to go about it through the process of speaking. 

Summary:

If you’re an entrepreneur and you’re looking to get in front of your ideal audience, establish yourself as a trusted source and solution, and sell more of your signature programs, services or offers, speaking is a great way to do that. However there are strategic steps that should be followed in order to achieve your ideal outcome, and what we learn in speaking to this week’s guest is that you can actually send clients away by saying the wrong things.
 
And this week’s show, Heather Seger, strategic speaking advisor, guides you through her four-step Speak for Authority method to fill your programs using speaking. Heather also dives into statistics speakers need to know, how to tell the right story, and expert insights to make sure you are speaking up in the right way, to the right audience, about the right topics. 

At the end of this episode you will:

  1. Understand the four steps to the “speak for authority method”
  2. Know how to nail your message
  3. And understand quick strategies to choose your signature talk topic

Resources Mentioned:

 
 
 
 
Follow us on Clubhouse App: @aprilbeach


SweetLife Podcast™ Love:

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

Need faster business growth?

Schedule a complimentary business triage call here.


Full Show Transcript:

 
 

You’re listening to the SweetLife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. Welcome back to the show. This is episode number 211, And then I’m April beach. Super great to be connected with you today. We are diving in and we’re talking about how to fill your programs using guest speaking.

 

And we have Heather Sager, the one and only in the house. So what you can expect from today’s show is if you are a coach or a consultant, and you’re really good at what you do, even the leading expert in your space, but you’re having trouble getting noticed will speaking could be a really powerful way to establish yourself as a leader and get in front of the perfect audience.

 

And so today we’re talking all about the steps to do that and giving you the methodology from the expert herself, Heather Sager, but real quick, before we jump into that, if you’re new to hearing the show welcome, this is the Sweetlife entrepreneur and business podcast, and we give you step-by-step business trainings that are so good. There’s no way they should be free.

 

You can find all the resources we have by visiting sweet life co.com. And if you’re interested in scaling your business, developing your signature program, signature method, signature offers in truly scaling your business to live life on your terms for massive profit. Then we would love to help you get to that place. Visit Sweetlife co.com and that is our Ninja skill. And that’s what we do.

 

All right, diving into today’s episode. This is for entrepreneurs in all stages of my start to scale up system. So we like to tag these episodes in advance. So, you know, whether or not this is really a good, good opportunity for you to learn and grow based on the phase of business you’re in. So if you weren’t sure what phase of business you’re in and therefore what you should be focusing on right now,

 

you can go and take a very short quiz just by visiting sweet life co.com forward slash quiz. And we’ll give you a full download of exactly where you are in your business, growth and development in exactly what you should be focusing on right now, so that you can grow your company faster. So that’s one resource I wanted to share with you. And along those lines of this particular episode is for those of you who are in phases two,

 

three or four of that start to scale up system. So hopefully that will equip you to know whether or not you should hang out with us any longer. And I’ll tell you if you’re in this phase, you are not going to want to miss this episode. And one other quick housekeeping announcement. I know that we have probably been talking about clubhouse way too much,

 

but I wanted to let you know that you can connect with us and connect with our suite life podcast, guests experts. By following me on clubhouse, I am at April beach on clubhouse, and we now host a weekly room at 12 o’clock, every single Wednesday. And that is Eastern standard time. So if you want to be on the hot seat,

 

if you want my eyes and your business to help you strategize your next steps, find us on clubhouse and subscribe to our clubhouse updates. If you are not on clubhouse yet, or if you just want the updates you can visit Sweetlife co.com forward slash clubhouse. And we’ll keep you in the loop of what’s happening on clubhouse while you might be waiting to get on the app and we will send you reminders and invitations to our upcoming rooms.

 

So I know that was a lot of information and you can find all the information I just shared with you and the resources for these show notes, which is going to be@sweetlifepodcast.com forward slash two 11. Okay, let me int