Episode 223: How To Create A Transformational Online Course – with April Beach

Sweetlife Entrepreneur Podcast April Beach

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


Episode Bonuses:

Join the Waitlist to Create Your Signature Offer™ with April Beach

Who This Episode is Great For:

Entrepreneurs who are launching online courses.


Launching an online course isn’t enough. In fact, the sale of on-demand online courses fell by 13.4 billion dollars because people are weary of buying another course they’ll never finish, the material is not good, or they don’t receive the outcome they had hoped. 
For entrepreneurs and businesses looking to scale, online courses are still a powerful tool, but how to curate your content and deliver a transformation to your participants will determine whether your course is a huge hit or a huge fail.

At the end of this episode you will:

  1. Understand the basics of Transformational Course Design™
  2. Be able to assess your current course for needed change
  3. Have 4 steps to take action if you’re building an online course 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, April Beach to the show. I’m April beach host here at the Sweetlife entrepreneur podcast and founder of the Sweetlife company. Thanks for joining me again on another episode where you can take what we deliver to the bank.


This show is known for delivering new business trainings and coaching that other businesses and coaches charge thousands for. So thank you so much for tuning in with us before we get started today. And we’re about to talk all about online courses, which I know is a popular topic for so many of you. I want to make sure that you know how you can connect further with us here on the podcast.


Delivering information is one thing, but then you usually have questions or you want to know maybe how this applies in your business. So if you are on clubhouse every single week on Wednesdays at 12 o’clock, we host a room and this room is all about the podcast topic of the week. And I take your specific questions on what we talked about on this week show.


So if you’re listening right now to episode number 223, and you want to know all about how to launch a transformational online course, you’re listening to this podcast, and then you want to workshop with me and ask your questions. That is where you can find me totally free every single Wednesday on clubhouse at 12 o’clock Eastern time. In order to find that room,


you just need to follow me on clubhouse and I can be found at April beach, super simple. So let’s take this podcast from where we are now over to clubhouse, and I’m happy to have a deeper conversation with you and give you support in this area. So who is this episode for this episode is for those of you guys that are in the business launch or scale phase,


and you’re thinking about doing so with an online course. So here are a couple of important things to note launching an online course isn’t enough. All right. In fact, the sale of on-demand online courses in free courses actually dropped the consumption of them has dropped over the last couple of years. And that’s because so many people are weary of buying another course or,


or even spending their time on a free course. And they understand the material they’re getting really isn’t good, or it isn’t transformational. And they aren’t really getting the outcome that they had hoped that they would receive. So if you are, which you are listening to me here, an entrepreneur or a business, and you’re looking to scale online courses are still really a powerful way to do that.


In fact, we help most of our clients watch online courses, but how you curate your content and deliver a transformation to your students, to your clients will determine whether or not your course is a huge hit or a huge fail. And so that’s what we’re talking about today on the show. At the end of this episode, you’re going to understand the basics of transformational course creation and design.


You’re going to be able to assess your current courses and whether or not you need to make changes. And you’re going to have four steps to take action if you’re building an online course right now. So if you’re ready, let’s go ahead and dive into the show and all of the show notes and everything we have here for you can be found by going to sweet life co.com


Okay. So let’s first dive in and talk about what is a transformational course. A transformational course is an online course that delivers measurable transformational results, where your students, your, your clients actually are able to understand what you have taught them and actually practice and put it into action. Instead of so a lot of course, creators, actually, most of them just teach you how to kind of outline your content in benchmarks and basic reverse engineering.


You need to do much more of that. If you want to scale your business and become an undisputed leader in your space by creating a transformational online course. So that’s why this is so important. The problem is more content is not better. You know, nobody needs more content. Nobody is out there saying, please inundate me with more content. I know I’m not.


And I’m sure you’re not either your students and your clients and the people that are going to go through your course. They just need a transformation. And that transformation could be a micro transformation, or it could be a major transformational outcome for them. So in able to do that, or being able to do that as a course, creator means that you need to understand how to design your course,


that includes delivering a transformational measurable result in the end. And according to canto.com content overload is when too many different blog posts and articles and ideas and suggestions cover one specific area. And I know that as entrepreneurs, that you’re struggling with that if you’re talking about something that so many other people are talking about in that same area, it is a huge issue for your business.


And it has a couple of negative effects for one, it creates a vast quantity of material covering this one topic, and it makes a really hard for you to stand out. Another problem is that it turns off a potential audience and they don’t want to shift through endless content to find the one thing they’re looking to achieve. And you can read that article.


We’ll go ahead and put that link to that article in the show notes for you guys on our website. And so as an entrepreneur, I know you’re struggling with this. I know that you need to understand how to stand out, how to become known, how to become, like what I call undisputed leader. And I talked to hundreds of entrepreneurs every single month that are asking,


how do I make my course or my program or my service stand out. And it all starts with simplified transformational program design. So I want you to write those words down in your memory. If you’re driving your car to say with me transformational course or service or program design. Okay. And that’s what we’re talking about here today. That’s what we teach within the Sweetlife company.


If you’re looking for a resource beyond this podcast in this area. And so here are some steps I want to give you that you can walk away with though immediately so that you can take a look at your course. Step. Number one is if you already have a course, take a look at your curriculum, take a look at it. And if you’re in the process of building your online course,


take a look at what you’re proposing to build, and you need to be able to articulate the injuries Results so that people can expect, know what to expect fully in the end with the transformation they’re going to get from your course, not just what is the end, but what is the detailed transformation that they can expect? You don’t want to just say,


Oh, they’ll feel better as a parent, if you’re launching a parent coaching course, or they’ll know how to land speaking gigs, if you’re a speaking coach or they’ll know how to run or moderate a part, a clubhouse room, those are all too general. I recommend that you were able to specifically articulate and identify the transformation like this. So instead of they’ll feel better as a parent,


you should be able to say something about your course, like they will have crafted their parenting plan with confidence. So it’s really specific. And you’re talking about how they’re getting the transformation, or instead of they’ll know how to land a speaking gig. It’s something to the effect of, they will have completed the pitch process to land their dream stages. See it’s much more specific.


And it also alludes to how you’re teaching them, how to do that. And instead of launching a course that just says, Hey, you know, they’re going to know how to run a great clubhouse room. Instead. We want you to identify the transformation you’re delivering. And an example could be, they understand the guidelines of moderating inclusive clubhouse rooms. You see the difference in that.


So step number one is really taken a good look at your curriculum. Number one, do you actually understand the transformation that you’re giving people? Is that really, really clear to you? And if you don’t it’s okay. I don’t want you to feel like, Oh my gosh, I can’t believe, I don’t know the transformation because I literally speak with entrepreneurs all the time that are like,


wow, April, I’ve created this course. I bought all these other course creation programs. And I put all this content in there and laid it out. I still can’t articulate the transformation I’m giving people. So if that’s you just, first of all, know that you’re not alone. There’s a lot of people out there talking about how to teach course creation that might not even understand instructional curriculum design.


And so that’s not a reflection of you, and it’s certainly not a reflection of your content. So the very first thing to do is to look at the curriculum and be able to clearly identify the transformation in a detailed description. Number two, create transformational benchmarks. And so let’s talk about what I mean by this. I was just hosting a clubhouse room on this topic last week.


And I was asked this question and a woman said she’s had a course forever. And they were, I was so excited for her because they were going back through her course and actually understanding the importance of transformational course design they’re going back. And they were updating to redoing their course. It’s been, this killer course has made a ton of money for years.


And she asked me, should I measure the transformation in the whole entire course, or also, should I do it in each one of the benchmarks, each one of the modules. And here is the answer to that. Yes. As an expert, you need to understand, to be able to articulate the sub transformations within each benchmark of your course, or of your service,


or really this applies to any single business model. We teach transformational program development and design that applies to mastermind creation, membership creation. This can apply to a one hour coaching call with somebody. This can apply to any way that you deliver your content right now in this podcast, we’re just talking specifically about course creation. So step number two is create transformations within each one of your benchmarks and take a look and make sure that you understand them,


that you can articulate in a detailed way, the sub transformations within each one of your modules or benchmarks as well. And number three is to curate content the way people learn. Okay, this is really, really important understanding. The more content does not equal a better course or a program. We talked about that in the beginning, right? So your responsibility is to actually remove the content that does not directly apply to the end result that you are giving.


That is step number one, take a look at your course, or if you’re in the process of building the course, take a look at it and say, okay, what doesn’t actually have to be in here to deliver the transformation that I’m guaranteeing people, but there’s even more than that. As an entrepreneur, I understand that you’re not an instructional design expert or a scientific learning expert,


but if you’re offering a course, you have to curate curriculum with transformational program or service or coaching design. This is how you lead people to amazing results. And this is how you become an undisputed leader in your space. So I want you to understand this. Most people believe that repeated exposure to material, right? So going over the things that you teach them in each module and rereading it and practicing it and memorizing it is like the best way to get people Results.


But according to the McGraw center for teaching and learning at Princeton university, this is super time consuming and it’s actually less effective. Instead. They recommend making, learning difficult in strategic and desirable ways to enhance retention, retrieval and transfer of knowledge. Let me see, say that all again. You’re probably going like, Whoa, Whoa, you’re talking about Princeton university,


April, I’m a nutritionist or I’m a marketing coach, or, you know, whatever it is is totally doesn’t apply to me, but yet it does as course creators. It is important that we understand instructional design, especially if you are building your company and scaling your business with creating a product that gives people results and they have to go through a process of learning.


Let me say that again. A lot of course, creators<inaudible> course creators out there, put a bunch of content in a course, lay it out in a time in line and then give people homework for each benchmark. That is true. Really not the way to get people Results in your program. And what we find is just going over their notes or rereading the things that you’ve done isn’t necessarily the way to do it.


In fact, to this study by Princeton university, they actually recommend understanding and absorbing some of your content in your program and intentionally making it difficult, but doing so in desirable ways, creating challenges within your course that people want to overcome. They want to do. And it’s not super easy, but let’s go ahead and dive a little bit more into this because you might just be like,


totally tuning me out at this point, which I really hope you’re not because again, as a course creator or somebody that wants to offer a course, it’s important that you understand this in the process of building your curriculum. So does it irritable difficulties? So let’s kind of dive into that. What does that actually mean? Desirable difficulties is a term that Dr.


Robert York from UCLA came up with over 20 years and refers to conditions of learning that create challenges for the learners and even slow down some of the rate of learning. But in the end, they actually enhance the long-term retention of the knowledge and the skills that you’re giving that. So tell us, okay, this is, this is very instructional design and scientific learning,


and I totally get it. You’re like, okay, April, I’m not offering it MBA. I’m like just teaching somebody how to get more YouTube fans or whatever it may be. I totally totally get it. But you are a course creator and bringing your clients also known as your students from one place to another in knowledge or skill is what you’re promising them.


Right? And therefore you should include some measure of desirable difficulties. And again, what is that? So let’s take a look at your course either you’ve created a course or you’re thinking about creating a course. It desirable difficulty is placing a challenges, certain number of challenges and everybody’s program is different within your course, that they’re ready for non a challenge at every single week or every single module,


but really great challenges that your clients are ready to face. And by doing so, they get excited about doing it. They want to do it. They want to take what you’ve been teaching them and delivering to them over the past couple of weeks or months or however long or your program is. And they want to put it into action. It’s hard.


It’s really, really hard, but it’s the best kind of hard because they know that doing it is for sure. What’s going to raise them from where they are to the next level of where they want to be with you. Here’s an example of this at my company, at the Sweetlife life company, we have a program that’s called your signature offer, and we teach small businesses and entrepreneurs how to develop industry leading online courses.


We have taught this for over 13 years, as a matter of fact, way back when in 2008, we launched an online course on how to create online courses like before the whole entire online world was talking about it. And here is why the process of curating your curriculum and building courses in a way that embraces what you are capable of as an expert,


as far as scientific learning. But it also levels up your customer’s outcome. Your clients not only retention in your program, but the Results in your program. That’s how we build leading entrepreneurs and businesses. And we teach a process in my program called your signature offer. That actually takes your thoughts out of your mind and your expertise and puts them into a process that creates what we call transformational program design.


It is really hard work, but by the time we actually teach that in my, your signature offer program, people are ready for that. And so they’ve gone through the places in the benchmarks where they’re like, okay, bring it on. I am so amped up for this. I’m totally Agra, ready to grow. It’s going to be great work.


This is good, important work, because they’re ready for it. If we huge challenges for them throughout the whole entire program, they would never do it. If we created no challenges for them throughout the program, they would learn nothing and they’d have no transformation. So I always loved kind of showing you guys behind the scenes on our company and how we do things.


So let’s take that example and let’s look at your course or your program that you’re creating or that you’ve already launched. Do you have desirable levels of difficulty that are strategically placed that cause challenges that enhanced the outcome and the transformation people are getting within your course, if you don’t, then it’s time to take a look at that. And if you feel like you’re actually having a panic attack right now,


and you’re like, Oh my gosh, I don’t even know where to start then cruise over to signature offer.com and you can join one of my next white boarding sessions. I do these white boarding sessions for free all the time. And we’ll whiteboard out your course together. Or like I said, join me on clubhouse at noon on Wednesday, the week this show drops and we’ll,


we’ll be diving into this together. And here’s some things I want for you to consider as we’re wrapping up this really important episode here on the show. Number one, understand that action is part of your client’s learning process, but how are you going to implement that action? What is the difference between them taking action? And you just giving them work to say you gave them work,


or frankly you giving them no work because you just wanted your course easy to get through. Where is the measure there based on the transformation that you are promising they’ll receive from your course, number two, create challenges at the right points within your program, not just to create these challenges, but understand when and where people are ready to be challenged. And of course,


number three, which is how we started out this show, cut the content and focus on the transformation and the output of the process that you are teaching more content is not better. And if you take anything away from this episode, because I know we talked about a lot, number one is to simplify the content within your course, don’t overload people with more and more and more content.


Instead, look at the content within your course or your program and ask yourself, how am I going to make this transformational it, every single touch point within what I’m delivering to my clients. If you want to take your course, you want your course to take the lead in your space. You’re going to need to design it like a leader designs courses.


And this applies to mini courses, signature courses, and frankly, any program that requires learning and implementation based on the information that you teach. So we talked about a lot of things today, today in episode number 222 here on this wheat life entrepreneurial business podcast, we were talking about how to launch a transformational online course. This again is for those of you guys who are just starting to scale your business with online courses,


whether you have had a course for years like the woman I was speaking to in clubhouse, or you’re just now trying to tap into the power of scaling your business. Your online courses understand that launching a course alone is not enough. Also understand that the completion of online courses has fallen so much, that you have to understand how to engineer your curriculum in order to get people transformational,


measurable, predictable results, and the resources we have for you. Again, our join me in clubhouse. Let’s have a conversation about this. I’m happy to dive in, roll up my sleeves and link arms with you in our regular weekly clubhouse room on Wednesdays at noon. Again, follow me at April beach and we’ll dive in with this together. Or I want you to also check out signature offer.com


if you, to the place where you’re ready to take the lead in your industry. And you want to make sure that the courses that you’re developing are transformational industry, leading courses. That is where you get the steps to do it again. That signature offer.com and all of the show notes from this episode here can be found by visiting sweet life co.com. And I kind of geeked out on the research for this one.


So in those show notes, there’s a couple of really important resources. We have actually put the Princeton resource in there for you as well, as well as I’m putting a link to how to create strategic levels of difficulty from Dr. Robert Bjork here in the show notes as well. So if you want to dive in deeper to that, I’ve made sure all of these resources are here for you.


All right, you guys, thanks so much for tuning into the show. I can’t wait to talk to you again next week on a, another podcast that delivers a business coach. You can take to the bank. You guys have an awesome week. 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. 


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. 


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:

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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator a probate. Hi 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.


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

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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:

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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.


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:


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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate, 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.


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:

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Schedule a complimentary business triage call here.

Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. Hi 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 217: How To Create A Quiz To Generate Leads For 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:

Entrepreneurs in all stages of my business growth roadmap. To find out where you are, please visit www.sweetlifeco.com/quiz.

Who This Episode is Great For:

Small business owners and entrepreneurs looking to grow your list of leads using intelligent online marketing and business design.


If you’re a small business owner or entrepreneur looking to grow your list of leads using intelligent online marketing, then this is the show for you. In this episode, we’re diving into how to use a quiz or self-assessment to grow your list of ideal clients and discard those who aren’t a perfect fit for your company. 
We’re also diving into the steps to create the content, outcomes and questions of your quiz and wrapping it all up with the software we love and use for assessment creation.

At the end of this episode you will:

  1. Have the strategy of quiz list growth well understood
  2. Know if you should be using this strategy in your business
  3. Learn the exact process to design your quiz content

Resources Mentioned:

Text keyword QUIZHELP to the number 805-254-0880 for the 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 April Beach. Hi, everybody. Welcome to episode number 217 here on this feet, life entrepreneur and business podcast. My name is April Beach and I am your host here on the show. Half of these shows are just you and I rolling up our sleeves together,


working on online business strategies and the other half of our shows. We have amazing guests. So thank you so much for tuning in here. And today we are talking about how to create a quiz to generate leads for your business. It’s going to be a power packed episode, and it’s going to be pretty quick and short. And here is why I have a huge,


really cool extra bonus with this podcast episode for you, I am including totally free a one hour video training and a worksheet that goes along with this episode that tells you exactly step-by-step in depth, how to create a quiz or an assessment to generate leads for your company. And you can totally get that. No strings attached completely free. I’ll tell you this right away.


Here are two different ways. You can get it. You can go to sweet life co.com forward slash how to create a quiz, or you can text the word quiz help. That’s all one word quiz help to the number (805) 254-0880. And that’s going to be a link where you can access this training right away. Why am I super passionate about this and giving you a bunch of stuff or it’s really highly valued because I know it works.


We’ve had quizzes in our business for years, and they’re a powerful way for you to generate leads in your company. They’re also a really great opportunity for your clients, your potential clients. And so it’s a win-win situation for everybody. So here’s what we’re talking about today. This episode is great for those of you who are ready to generate leads for your small business.


That means you are in either phase two or three of my start to scale up system. It’s my business growth roadmap. And of course I have a quiz that you can take that tells you exactly where you are in the process of growing your business. Again, I’m a huge advocate for this type of list growth, and you can take my quiz, our quiz,


if you haven’t yet, by visiting Sweetlife co.com forward slash quiz. Now this episode is for those of you guys who are looking to grow your list, but you want to know how to do so in a mindful way, we’re going to, into the steps to create the content of your quiz, the outcomes of your quiz and the questions within your quiz.


And we’re wrapping it all up today, talking about software recommendations for where you can build your quiz. So the end of this episode, you’re going to have a strategy of whether or not quiz list growth is right for you. You’re going to know how you want to use this strategy in your business. Your wheels are totally going to be spinning here and about the next five minutes in a really good way.


And you’re going to learn the exact process to design a quiz and the content within your quiz. So if you’re ready, let’s go ahead and dive in<inaudible> Today. We’re talking about the power of quizzes. So when you engineer a quiz or a self-assessment correctly, it’s a very powerful tool for both you and your audience. Quizzes, give you an amazing amount of insight into where your clients are right now and what they need right now,


and also to where your marketing is landing. So we’ll talk about that here in just a sec, but with the knowledge that you get based on where people land and the results of your quiz, you can segment your list. You can decide to add more services. So how people are falling in the outcomes of your quiz is going to give you insight to whether or not you want to add more services or solutions or products for these people.


And you can hyper focus on those that truly, truly need your services and your solutions. And what’s also amazing about this is with this type of lead generation. You can move people to other places. You can create a journey for people through your products and through your offers, and you can move them to other places in your business through the knowledge that you’re receiving from the outcomes of their quiz.


Or of course you can completely remove clients all together. So based on your quiz results, you can disqualify those people that aren’t the perfect people for your business, and that is equally as powerful for you. And for them, we don’t want to waste their time if they’re not the right fit clients. And we certainly don’t want to waste your is either.


So quiz a quiz really, really does this. So let me take you behind the scenes. I know if you’re a listener you’ve been listening to the show for a long time, you have heard of my sweet life entrepreneur roadmap. I created this roadmap about eight years ago, and we have two names for it. I’ll be really honest who I call it.


In-house it’s a sweet life entrepreneur, a roadmap. The technical term is called the start to scale up system. Okay. So you might’ve heard it being called different names, you know, whichever one you like, it’s the same thing. Let me explain to you the quiz process of how we use this. So first of all, what it is is it is five phases of business growth starting from phase one.


When somebody’s just thinking about launching a company all the way to phase five, which is a social entrepreneur. So it’s a company that has hit the financial benchmarks they want to hit, and they’re doing so well. They’re making a huge impact. Basically, they’re making a ton of money to give a ton of money away or to free up the founder’s time to go start a new company.


So we have five phases in this literally roadmap to building a life first business. And within each one of these phases, there are different things that a company needs to focus on. So phase one is just figuring out starting phase two is launch phase three is scale. Phase four is also scale, but it’s a nix level scaling. There’s a difference between the first time you scale.


And when you continue to scale as a business and then phase five is impact. And so we have this quiz that I share with you at the beginning of every single episode, because we actually tag our episodes here on the podcast, based on what we’re talking about in what part, what phase of outcome this episode is appropriate, because also that’s a benefit.


I don’t want you hanging out here with me. If I’m talking about something that really only pertains to those entrepreneurs in phase five, and you’re in phase two, that’s how we get really overwhelmed in business and that whole shiny object syndrome. So that is our quiz. You can take it, you can find out exactly what phase of business development you’re in.


So I’ve just shared with you how we use that even on the podcast. But now let’s go a little bit further behind the scenes based on the outcomes of where someone lands in our quiz, we have certain business programs. So we are able to strategically design business coaching and strategy programs and services and courses and offers and communities and masterminds based on the phase of business that somebody is in.


So it’s helpful to me on the business side, because I know where the majority of our marketing is landing. For example, if we have marketing strategy and I put the quiz out there and the majority of people are, are in phase one, they’re just starting up. Whether they’re not our ideal clients, our ideal clients are businesses that are really ready to scale,


or they’re going through from offline to online to scale. They’re launching their first online business, or they have been in online business are really ready to develop their signature offers and have scaled strategy in. So it’s really important that I know whether or not our marketing is hitting the right people are perfect clients. So that’s, what’s really cool for us on the back end.


Now let’s also talk about, what’s really cool for the users of our quiz when they take our quiz. And again, if you’ve taken our quiz, you know, this, they get an entire list of exactly what they should be working on right now in their business. They get a summary that explains the phase of business that they’re in the highs and lows that pitfalls in the victories.


And they get a very thorough checklist of exactly what they should be focusing on. Right, right now. So even if they aren’t one of our ideal clients to join our mastermind or to join our next level signature offer program, they’re still getting amazing value based on where they are in business. So it’s a win-win for us as a company. Again, we have insight into who is coming into our marketing funnels and who’s coming into our,


our marketing efforts. We know exactly where entrepreneurs are. And so therefore we’re only going to offer entrepreneurs. The resources based on the phase of business are in, I’m not going to send an email to every single person about joining a program. That’s really only appropriate for those people and maybe phases four or five. So see how cool that is for us.


We have amazing insights. We have amazing intelligence into what people need from us, and we’re giving it to them exactly based on where they are in business. And they are getting exactly what they need based on where they are in business. So now let’s turn this, you, what is it that you do? What is it that need to know about your clients or what type of clients,


or maybe even phase of clients in their journey, do you serve quizzes, going to give you great insight into where your clients are and what they need? And with this knowledge, just like we do, you can segment your list. You can decide to add more offers or services, and you can hyper focus on those people that are coming your way.


It is an amazing opportunity for you. And it’s really, really a win-win, there’s a lot of lead magnets that we can create out there. Obviously we always want them to be a win-win, but I honestly don’t think any are as powerful as a self-assessment or a quiz. And I’m just speaking from our experience. And so the users get the amazing results.


You get the amazing results and it’s a win-win for everybody. So now let’s kind of dive in here for a minute and let’s talk about actually, how to create the content for you, your quiz. This is where people get stuck. They’re like, Oh yeah, I want to create a quiz. And then it’s like, they totally stop because yeah,


think it’s easy, but it’s actually easier said than done. So just like everything else. Yes we do in your business. We want to give them a transformation, even in your quiz, in your lead magnet strategy and a call with you, everything okay. In. So I want to make sure we’re taking them from one place before they’ve taken their quiz to knowledge or a different place in the end.


So the first thing that you want to ask yourself when you’re figuring out this kind of strategy of, okay, what’s my quiz on, like, what do I want to do here? What’s going to be awesome for everybody is what you know, really, what is the main topic of your quiz? How does your quiz relate to, or confirm your area of expertise?


So how can you create a quiz that relates to what you have sick skills at, what your company is amazing at, in really think about that instead of just throwing a quiz out there. And literally the next question I really want you to ask yourself is what is going to be helpful to you? What insight is going to be helpful to you as the business owner to understand about your audience.


For me, I need to know what phase of business somebody is in. When I know that I can deliver them pinpointed, perfect business coaching programs, to keep growing and scaling their company for you. What do you need to know about the people that are coming into your business to truly line them up in a perfect way for your services or your programs?


And then the next question is what is the quiz going to tell your users about themselves? What can you share with them that they don’t already know? Or what can you confirm to them that they might’ve had a feeling about? They might’ve had a suspicion about already, but nobody ever made it that clear. Here’s the deal when somebody takes your quiz and the outcome that they receive is so right on,


it blows their mind. They’re like, Oh my gosh, this person was in my head. I love them. They know more about me than I know about myself. I love this business. Like we’re creating super fans here when your quiz does this. So what do you need to know about the outcome of the quiz for your business and what do the users need to know about themselves or their situation.


That is what creates a powerful quiz. It’s so good. You’re going to love it. You’re going to get, you’re going to have people. I have people emailing me being like, Oh my gosh, April, this is right on. And thank you so much. And that’s what I want for you as well. So now we’re going to dive into just a little bit about actually how to create the quiz itself.


You know, me, I’m a program builder, I’m a service and it in a content course builder. So I have to teach you this side because this is where everybody gets stuck. I’m going to share with you the first three steps here. And then this is what the hour long training that is totally free with this podcast episode gets. And so it’s super duper important that if this is an area that you want to use in your business,


go take that training. Like there’s no strings attached. It’s not even a whole hour. I think it’s like 53 minutes. And I dive in, in depth and help you strategize the answers to these things we’re talking about, but this is how to create your quiz content. So, number one, you start with the end in mind. If you’ve tried to create a quiz and you’re starting with the questions,


you’ve probably struggled greatly. Instead, we want to start with the outcomes. Okay? So first you wanted to create the clear outcomes and give them unique names, give them names that people understand, but they’re unique names. You know, so our outcome is like phase one, planning phase two, launch phase three scale phase four, purpose phase five impact.


So they’re clear words, you know, we want to get fancy, but not too fancy. Just make sure there are very clear outcomes that people understand. So the first thing you’re going to do is really define the end results and define your outcomes. Step number two is then write each outcome of your quiz in paragraph form. And this is really important.


This is what’s going to go to them by email or what they’re going to find on a Results page on your website. You want to write it out. You want to say, Hey, listen, this is where you are. I hear you. I’ve got you. Like, that’s what this paragraph says. And you want to take your time to write out the response or the result for that outcome.


And you want to include any sort of details that are necessary and you sort of specific outcome knowledge or whether it is psychological or whether it’s physical or whether it’s, you know, strategic, any of those things you want to include in this outcome, including tips and steps and actions and recommendations. And then the third part is going in and then creating the statements or the questions that lead to each one of those outcomes.


And so that is a step-by-step process. Those are three of the six steps that we use to create an amazing quiz that converts and converts to the right people and just wows them. Even if they aren’t your right clients, we’re still going to wow them, right? Because you know what, they’re your right clients. Now. They might be a right clients next year.


And that’s a really important thing to remember. And so those are the three steps to actually go through and create the content within your quiz. And again, that’s really high level. You guys here on the podcast to be very efficient and making sure I’m giving you great information in a short period of time. But if you want to access that free video training,


all you have to do is go to Sweetlife co.com forward slash how to create a quiz, you know, all squished together to make it URL friendly. And then I’m also going to make sure that we put the links for how to access this free training. And it comes with a worksheet as well into the show notes of this podcast episode. If you’ve never visited our podcast website,


it’s like a whole entire business resource center. You can actually search anything by keyword and it’ll bring up exactly where we’ve taught that for the last four years on the show. This is podcast number 217. So that means the quick link to get to the show notes for this episode, all you have to do is go to sweet life podcast.com forward slash two 17.


So if that’s easier for you, then whatever’s easier. I want to make sure we’re getting the resources in your hand. Okay. So we talked about the importance of a quiz, the power of a quiz, showing you behind the scenes, on how we use our quiz and how we have for years and why we love it. And hopefully if you’ve taken our quiz before,


that’s going to really make it even clearer for you. I love showing you guys behind the scenes on things you’ve already used, because I think those are the best examples that we can have as we’re learning and as we’re growing. So now let’s kind of talk a little bit about tech. Okay? So we use a software called interact. I love these guys.


I love the software. I love the flow. I will go ahead and make sure that there’s a link or interact quiz boulders in the show notes of this episode. So if you’re wondering what we use, those are the guys we like we’ve been with them for years, but there are other places where you can create quizzes as well. Google forms is X for as an example,


creates quizzes type form creates great assessments. And even Kajabi has an assessment tool. I would say we haven’t recommended that highly quite yet, even though is, you know, we’re big Kajabi fans. I just find that there’s some other software out there that’s giving a better user experience with quizzes. So I’ll go ahead and drop some of those tech links down here for you in the show notes as well of this episode,


basically, here’s the deal I love self-assessments. I love quizzes are great for your business or a great lead generator. They’re highly valuable to those people that are either new to your list or already on your list. I mean, we have people coming back all the time in retaking our quiz to see where they are in this whole entire, you know, sweet life business roadmap in.


So that’s what I want for you. I want you to be able to create a lead generating list, growth quiz. That’s going to be highly valuable for your new people, for your established people and for you as a business owner. So that’s a wrap today. We talked again all about quizzes showed you behind the scenes in ours. We dove into the first three of six steps in order to create a powerful quiz.


And I gave you the tools and resources to access the free one hour training or a 52 minute training. It’s so good. You guys, it’s really helpful. If you’re serious about creating a quiz, it’s totally free. It’s on me. It’s my gift to you. I want you to be awesome at this. So go grab it again. You can grab it by visiting the show notes for this episode,


which are@sweetlifepodcast.com forward slash two 17. That’s where we’ll have all the tech links and everything as well. And if you just want to go directly to the place where you can get the training right away, you can go to sweet life co.com forward slash how to create a quiz. All right, you guys, I love chatting with you. Thank you for being a listener of this show.


Again, I’m April beach. If we haven’t spoken before, come cruise over and hang out with me on clubhouse. I know it’s hard. Not everybody can get there quite yet, but it’s the place where we hang out every single Wednesday at 12 o’clock Eastern time, we dive in deeper to entrepreneur business strategies. It’s a room that I host and I would love to meet you there.


If you’re on clubhouse, follow me at April beach, come into that room on Wednesday and just say, Hey, April, I listened to your podcast and you are also welcome to ask me any questions about any of the business trainings that we drop here on the podcast, in that clubhouse room. So if you’re going through these business trainings and you’re using our podcasts,


like a course, which is what it’s designed to be used for, and you have any questions cruise over, hanging out with me on clubhouse. That’s where I am every single week. And I would love to meet you all right. Have an incredible day. And I will talk to you guys next week.

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. 


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 ❤︎

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Schedule a complimentary business triage call here.

Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, a probate, 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. 


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

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

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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, 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


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:

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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. 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.


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.


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 ❤︎

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Full Show Transcript:

You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business mental and entrepreneur activator, a probate. 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. 


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 introduce you to our fabulous guest on today’s show. You get to hear from Heather Sager. Heather helps entrepreneurs structure their ideas, clarify their message and hone their speaking skills so they can deliver a magnetic live presentations,


videos, and workshops to grow their authority, whether on a physical or a virtual stage, she’s spoken on stages around the world. Teaching six to seven figure business owners, how to grow their company using effective communication. She also works one-on-one with business owners to prep them for the stage and help you manage and prepare your message for the most impact. So let’s go ahead and dive into today’s episode.


Again, all of those amazing resources that I shared and everything we’re talking about with Heather can be found by visiting Sweetlife podcast.com forward slash two 11.<inaudible>. All right, you guys welcome back to another awesome episode here at the Sweetlife entrepreneur business podcast. And I am visited today by none other than Heather Sager in what we’re talking about is something that’s so important.


I know many of you guys have questions about, so we are immediately diving into how to fill your programs using guests speaking. So Heather, thank you so much for being on the show today. Give yourself an awesome intro, an intro that you deserve because you are a very powerful at getting people amazing results and tell everybody about what you do. Thank you so much.


I’m thrilled to be here. Thanks for the chance to serve your audience today and talk about pressure on an intro. I mean, I mean, honest, I will say behind the scenes, so I have followed Heather on Instagram and it’s one of those things where you’ve been connected and a little bit connected, but not completely connected. And I knew that you guys needed to hear from Heather.


So very excited to have you here. Thank you. Thank you for that. So, as April said, I’m Heather Sager. So I’m a coach for online Entrepreneurs and essentially what that means. I always joke that I teach people how to do the thing that most people fear more than death, which is public speaking and in the online space. It’s kind of funny because we think about public speaking back.


If y’all worked in corporate ever, how you think about getting up in front of a group and giving a presentation or teaching a workshop, or we think about speakers as the people who live their life on the road at conferences on big stages. And none of those things seem to really fit in the online space of coaches and course creators and online entrepreneurs. And what I like to remind people is the fact that as business owners,


we speak to people every single day. So we are already speakers. It’s not like a label that we just, all of a sudden adopt. We’re already speakers. And so I, what I do is I teach people how to do it with intention and purpose. So what they speak about actually connects back to not only what they’re passionate about, but also what they do in their business.


I think your voice has the potential to be a magnet for other people, for them to go, Ooh, I’m not only do I like her. I want to learn more from her. And the more that you get out and use your voice on different platforms, the more you pull people back with you that they’ll want to join your programs and hang out with you more and buy from you.


So that’s what I do. My background is my many entrepreneurs is incorporat where for years I spoke on stages around the world as a corporate trainer, where I taught actually entrepreneurs in the medical space. So doctors and their teams, I taught them customer service and sales to very taboo topics in the medical space tell you, as a 27 year old kid, it felt like teaching doctors how to sell,


how to talk about what they did, how to talk to their teams, how to talk to their patients. That was an intimidating task at hand. So I had to learn how to speak in a very different way. I had to learn how to be influential and persuasive with an audience who was highly skeptical of my experience, my age, everything about me.


And so that’s where I got my like big girl chops around speaking. That’s where I had to fight through all my own insecurities about being a, I was talking about being like a baby nugget on a stage being an unexperienced or inexperienced professional. Like I had to work through all of those mental issues. We go through. I had to do that in a very highly publicized,


highly criticized space, but I did damn good job. And I realized that while I love my job as a trainer, what I really loved was teaching people how to use their voice for good. And I got really good at storytelling. I got really good at the body language and the hand gestures and all those things that come with speaking that are more than just the message.


And I started getting people asking me, could you teach me how to do that on a stage? Or could you teach me how to lead a workshop? And I found all of my free time in corporate was teaching my peers and other businesses how to do what I was doing. And at some point I was like, I don’t want to do this for anybody else anymore.


Why don’t I just do this full time? So I made the leap like many do, which is, let me start my own business and help other people do the thing that I love. But here’s the kicker. It wasn’t just about speaking. It was about speaking with purpose because I think speaking is like gasoline on a fire. I think speaking is one of the best marketing strategies that we can use in our business.


And I think people treat it as a skill, but speaking, it’s actually a strategy. So many things that I want to say, right, right now about all those things. First of all, now you guys know I wanted Heather on the show buyer that was like, okay, we can just end it, just go work with other, and she’s going to help you be just this insane speaker,


but you don’t really, you said so many things though. So as business developers and obviously that’s what we do at the Sweetlife company, we help people develop their programs and we help them develop life-changing programs and offers and these amazing services. Right. And one of the things that they are always asking about is, but how do I separate myself from other businesses that are delivering the same type of results besides doing it within the framework of my program?


Like how do I stand out? And it always comes back to taking the authority on what, you know, in stepping out and speaking about it. So that’s the first thing. And I can’t wait to dive into the strategies we’re going to talk about here today on the show, but something else that you said that it’s so true is that you’re speaking to people all the time.


It doesn’t always have to be a webinar or an actual live event. But when, as an online entrepreneur, when you have the opportunity to actually speak to somebody and take them on a journey that you have pre crafted, it is a skill. And that’s how you get people to follow you that are the right people. And I, I want to just kind of pause for a second saying,


even if you’re listening to the show and you’re like, wow, I, you know, speaking doesn’t fit into my business model, listen to what Heather’s saying, because you’re already speaking. So let’s make it so you don’t suck at it, right? Let’s make every single moment that you are having the, honestly, the privilege, just like I just felt very blessed and privileged that people listened to the podcast.


Right? All of us, when somebody is listening to what we have to say, it is a very unique opportunity and a privilege to be able to speak to these people. So what we say and how we say it is incredibly, incredibly important. So just love everything that you said there. And I appreciate how direct you are about the importance of this.


So you help establish business owners really take the lead in doing so by speaking an increase. What I love of course is the sale of their programs. Talk about how you do that. You have a very special method and I’m going to tout Heather’s method here for a second. By way. If you all don’t have a method we need, we want you to have a method to make you known into gain the trust of the people.


You’re leading. Talk to us about your method in what is that called? And can you guide us through your method today? Yes. 100%. I love methods. We were sharing our love of frameworks and methods, and just easier ways to help people understand what it is you do, right? We all think things make sense in our own heads, but really our own heads are a very special place that only we understand.


So we have to be able to articulate them. So my signature method that I teach inside my program speak up to level up. It’s where I teach online course creators and coaches, how to leverage speaking in a way that’s going to grow their business. We walk through something. I call the speak for authority method. And the reason why we call it the speak for authority method is every business owner has different goals related to speaking.


Some people might be like, Hey, I want to get paid to speak $10,000 for a keynote or $40,000 for a keynote. That’s one strategy. But when it comes to speaking, there are several strategies that you can apply. One can be growing your revenue in your program. So selling from stages, another could be driving leads to your social media accounts or leads to your list or leads to your offers.


Another one could be just not peeing your pants. When you go live on a platform, it could just be growing your confidence. But I think throughout all of it, speaking is like a business card for your business and all of these, their authority boosting activities that when you grow your authority, you have the ability to charge more, get on better stages network with the people that you want to network with,


collaborate with the business partnerships you want to have when you have authority, which is clout, where people see you as the go-to in your field, it seems like doors open naturally. So if you aren’t known, if people don’t know who you are, you could be the best at what you do, but until other people point at you and say, she knows what she’s doing,


or he’s an expert in this, by the way you don’t say you’re an expert. You let other people do that for you until that moment comes. It doesn’t really matter how good your program is. You have to articulate it, make it sound like a big deal and get other people talking about it. And that’s where growing your authority becomes a really important thing.


Wow. Okay. Yeah. So talk to us about this, speak for authority method. And I love how you preface it by saying that the reason why it’s so important is because all these goals are absolutely important and they do apply probably to every single person listening to the show. So what is the first part of this method? Where does somebody start when they want to take action on that?


Yeah. You’re going to love this one because this goes right up your alley of what you teach, which is number one is nail your messaging. What I mean by that is you have to nail, who are you talking to? What do you have to offer? And how do you talk about those core offerings, your messaging? So, what’s interesting is the first time I taught my program,


when I started working with groups of entrepreneurs versus one-on-one, I started by going, let’s create your talk and I would start extracting ideas out of their head and formulating a signature talk with them. And what I realized pretty quickly was, Oh my gosh, this was the first time they were vocalizing their ideas. And some of them didn’t even have their programs fully formatted or organized in a way that really got people Results.


So I found out, you know what, when people start moving from just writing down their ideas or drawing out their ideas, when they start articulating their ideas, that’s when they realized, Oh, this either makes sense or it doesn’t. So step number one, nailing your messaging means that you are not just thinking off, like speaking off the cuff or winging it all the time.


Here’s this big myth that happens a lot of times when we see experts where we see influencers on a podcast or on a video or on clubhouse, we think, Oh, they’re just so naturally gifted. But here’s the thing. These people have been talking about these things over and over and over and over again, they know what they’re talking about. It’s not by chance.


It’s on purpose now, sometimes it’s by chance because they’ve just done it enough where they know no, but they have discovered what their core talking parts are. You have to understand what should you, and what should you not be talking about to lead people into your business, not lead them to other people’s businesses. Like there is a difference. You can talk about a lot of things,


but if you don’t have your messaging nailed, you could be providing a lot of education, but then serving them up open doors to have other people help them because they don’t realize how it connects back to you. Wow. Okay. And to totally put you on the spot here, at least as because everybody’s saying like, Oh my gosh, shoot, am I doing this?


Am I, cause everybody wants to be out there and sharing information, a great value. Can you give us an example of how sharing some information as in a particular way, may lead somebody to go work with somebody else? Yeah. I’ll give you me. It’s an example. Okay. I talk about speaking, right? And I want you to imagine speaking.


This is like this giant ocean of information. It’s in the, the marketing ocean. There’s so many different things we can speak about. And one or two times I did podcast episodes or interviews where people are like, Oh, speaking on camera, Heather, will you come talk about getting over your fear of the camera? And I’m like, sure, I love this.


This is within my wheelhouse. But what I realized is when I would start doing all these interviews that were specific to getting over your fear of the camera or going live on Facebook or all these things, which I, I do teach, what I realized was my messaging was really specific to social media speaking. And my offer is how do you speak on all kinds of stages?


Get your messaging down, use guest stages. Yes. Use your stages. But the speaking on lives and Instagram stories was such a minute point. I don’t want people to know me as the person to help you get over your fear of the camera. Like that’s not what my program is about. Even though I have episodes around it, like the messaging while it was a good,


relevant topic, it wasn’t core messaging. That’s going to drive back to my program, speak up to level up. I mean, it’s a lesson in my program, but it’s not the core concept. So I think a lot of times this thing that happens is we’re like, Oh, it’s within the wheelhouse. Well, you have to think about, is it like a neighbor down the block in your content?


Or is it like on the block, like on your street, in the house that you’re trying to attract people to. Wow. That’s so important. Okay. I’m just going to take a little, left-hand turn tangent here as we are all diving into, or as many people as we possibly can, we’re driving into clubhouse. For example, I just did the recording of this hosted a,


a welcome event room for a bunch of women entrepreneurs last night. And they were all asking, what should I be talking about in these rooms? And I felt grateful now. I didn’t totally lead them astray, but it was always coming back to cause I’m obviously not the speaking coach, but it was always like, what do you want to be known for?


And I think that this is so exactly important what you said, because there are so many things that we can talk about. I can, you know, talk about a million components of, of our program as well in, in the ways and other things that are like supporting evidence, supporting document, but not that may nugget. So what I’m hearing you say in what I want,


all of you guys to hear is what Heather saying is that go for go after what you want to be known for. This is also important why we have your signature program created so we know what we’re selling people into. So it aligns with your program so important. And I think that there are so many people that are just looking for any opportunity to get in front of an audience that they are willing to speak on.


Oh, I can speak on that. Oh sure. I can speak on that. And what you’re saying is that is not strategy. Let’s be very strategic and make sure that in the little amount of time that somebody is willing to give you attention, to hear what you have to say, that you are making a good use of that in establishing an understanding of who you are,


who your brand is and the, in the end Results you provide bingo so power. And let me give you a visual for that, because I want to make sure hearing me say, don’t ever talk about those things. Right? Okay. I want you to imagine, do you remember back in, I don’t know if some kind of math class, when we were in school,


that something called a scam. I think it’s called a scattergram. It’s like the graph that you would draw with the dots. And it’s like, when you would have a point, it’d be like all these dots that you’d look for the trends of the dots. Maybe this is a terrible example, but go with me here for a second. I’m sticking.


Yeah. You guys should see behind the scenes in the recording. I’m like, ah, So if you think about like the dots, like mapping different coordinates, but I want you thinking about is you want to map like the bulk of your coordinates. I E the bulk of your speaking to your signature offer. But if you have a little dab, like,


Ooh, I’m going to talk about this because it’s sexy or I’m going to talk like, I’ll do a room talking about how do you do your voice on clubhouse, not what I teach, but it’s a sexy topic that people want. Like if my little scattergram, gosh, I hope that’s what it’s called. If I have like a couple of beeps and boops of topics that are outside of my core,


that is not going to dilute. I’m known for, it’s just going to expand it. But if I spend too much time outside of my core topic, then I will be unforgettable because there’s no repetition on my core topic of people seeing over and over again. Oh, I want to speak on guest stages. Heather, Sagers a speaking coach for online entrepreneurs.


Oh, you want to know how you speak into this strategy? Heather, Sagers the coach to help you with that. Like you have to make sure your repetition in your wheelhouse is happening in order to earn the right to have those scattered topics. Absolutely. Awesome. Visual. Thank you so much. I have no idea what you’re talking about because frankly,


I think I was skipping school in stoned, every high school math class, but just keeping it real with that being said, I can totally get the visual and that completely makes sense. My teenage boys are going to listen to this podcast and yeah. It’s cool. Your mom’s super cool. Oh, they they’ve heard all the stories. Okay. I am redeemed.


Whew. Anyway. Yes. Totally makes sense. Okay. So you’re going to be unforgettable the closer you stay to what I’m hearing you say, the core, the center of that. Scattergram like the primary message. So powerful. Super awesome. All right. So step number one is like, we’re still at step. Number one, you guys, this is our goal.


The information that Heather has given you here. So nailing that message in deciding what we’re talking about. So the second step in that is obviously an extension of that. The second step you say is creating the actual signature talk itself. Sure. A little bit about how to go about doing that. Yeah. So for those of you who like cooking, I love cooking.


Imagine step one is like your amazing applause where you get all your ingredients out and you know what you’re going to make. Step two was actually following the recipe to build your delicious food, whatever you’re making your meal. So your signature talk, you’re not coming up with random things on the fly. It’s strategic because you’ve already done that homework. So your signature talk needs to guide your audience from where they are to where you want them to go,


which doesn’t have to be like a hub, but a tricky to buy my program. You need to guide them in their thinking and equip them with the tools to be successful on whatever the transformation they want. Your program just helps them do it faster. So your signature talk, it has to include stories. You have to be speaking to people’s beliefs. You have to be hitting that really good balance around insights and awareness and speaking to where they are.


But gone are the days where you can just talk about the why fluffy stuff for your whole talk. People hate that they know when they’re being sold or when somebody is bringing fluff. So people in today’s market, what tangible tips and strategies. So you have to balance your talk with both. How do you provide insights and teach people how to think differently about your topic?


You can’t skip over that because if you do, when they go back in their business and try to apply it and something’s off, you, haven’t equipped them with the right context for them to be successful, to be able to maneuver it in the context of their business, you have to teach them how to think. And then you have to give them some tips and strategies.


How I recommend people do that is you teach the why, and then you teach the what, and it’s gonna get a little technical, but I feel like your audience might love it. My format that I follow with people is you go, why, what, how easy model for a presentation? And you sandwich it with an opening story and a closing story.


Like not rocket science. It’s what I work with. Every client on opening story, closing story in the middle of the sandwich is the what, why and how, and if you’ve worked with April and you’ve been around her world, the what section is essentially your method. So you’re almost there. You just need to work on, okay, how do I get this messaging in?


And what’s the right place to talk about it in the how to make people hungry for more. But your signature talk should be like an accordion where you can deliver your signature talk in five minutes because you know your talking points, but you also can expand it and make it, I mean, a full day workshop, maybe even a full course, right?


So you should be able to know what your talking points are within your signature talk. And that becomes your business card on those guest stages. And it perfectly segues into purchasing your signature program. And I mean, this is just absolutely the journey that you take people on it and how you nail and get it and get people really understanding what you do and your zone of genius.


Couple of questions for you about the stories do you find? And maybe there isn’t a right or wrong answer, but I’m just asking the questions. I think that possibly your audience is hearing. We should totally do a clubhouse room on this, like in conjunction with the week we dropped this, we should, we should do a clubhouse room and take Q and a I’m here for it.


And that would be so much fun. So talking about really quickly about the stories, are they usually a story about another client, personal stories about how the expert themselves or the leader has overcome? Like what type of stories? I mean, are we making people cry? Does it depend on the context when we’re talking about stories in general, is there a quicker,


seriously? You guys follow us on clubhouse because Heather and I are going to do this. I’m just putting her on the spot right now. We’re going to house the clubhouse room on this. So just join our clubhouse room and you can ask your story. Questions, go to our Instagram. Bio is go to Heather’s Instagram bio. I’ll give you a little to give you a little teaser.


The secret to good storytelling is knowing what emotion you want people to feel. That’s the key thing. You have to be intentional with the emotions you want to evoke. So for example, when I was working with Tyler McCall last month, we wanted people to feel heart, but we also wanted to laugh. So we talked, we did a story about the time he went to forestry camp and was too embarrassed to tell his father that he had to take a dump.


So he had to go home. So like outside of the content, very weird left story about like 11 year old Tyler, that was one. But like, you have to catch people off guard, but you have to know what emotions are you going for? And obviously your stories have to have a point. There was a business lesson in that story.


I promise you. Yes. I’m sure there was, yes, we’re too. Like on the nose with our stories where like, I hate this people’s signature story where they’re like, let me tell you about my perfectly curated journey, which pumped me out of this perfect place to be your expert. No, I think it’s bullshit. Your audience is not in the exact same space that you were.


You can’t say I was in your shoes because I think it’s obnoxious and rude because you don’t know what their shoes are. I think we have to tell our journey stories differently in a more authentic way. If we want to attract the kind of clients we want. That’s if you want to have, I think, authentic, ethical, meaningful relationships that make impact,


you have to tell stories differently than what we’ve been told with the bro marketing online. Ah, here’s here’s my class name. There you go. Nice. Yes. Yes. Okay. Awesome. All right. Step. And we are going to do a clubhouse to room on this. So let me just say you go to sweet life podcast.com forward slash two 11,


which is this episode number. And we will make sure there is a link to how you can get into this club has room and has asked Heather your questions. Also follow us both on Instagram because we’ll post our events on our Instagram accounts to Heather. What’s your IgE handle at the Heather Sager at B Heather Sager. Awesome. Okay. So step number three,


we’ve nailed the signature talk. We are on a roll. What happens next? What’s the next most important thing? Okay. So I think as entrepreneurs, we get by a lot by writing things out and typing things in our Google docs to post on our blogs or whatever else. But if you want to speak, you actually have to speak. Which means the first time that you speak your signature talk out loud should not be on a stage.


It should be in the privacy of your home office, where you can sound like a blubbering idiot because you will. So, so step number three is becoming magnetic with our delivery skills. So you have to learn how to speak in a way that’s captivating and entertaining that serves your audience gone are the days where you can just show up and shoot a video on something good on a,


how to people’s attention spans are short. Even our live events are like on clubhouse. People can jump in and out of rooms quickly. So you have to understand that your delivery skills, it’s not just the words you say, how you say it matters more. So you have to think about, am I speaking in just audio right now? Or am I also,


do I have video when it comes to communication? There’s three parts. The words that you say, how you say those words and your non-verbals. And I think people put a disproportionate weight on those. What it works out to studies that came from Southern California universities in the seventies, show that in marketing, when we’re talking about things that have an emotional message,


which most of our marketing messaging does, 55% of what we communicate is our non-verbals. So our facial expressions, our gestures now posture over half of what we communicate, which is why video is so powerful in allowing us to see, Oh, she’s authentic. Or she’s not like video is powerful because you see those. But 38% of what we communicate is the,


how we say it. The, the pace, the volume, the emphasis, those kinds of things. It’s 38% leaving. Only 70% of our communication to our words. Now, as online entrepreneurs, we’re used to writing, we’re used to emails. We’re used to captions. We’re used to putting all the weight there. So it’s scary to think, Oh crap,


I have to focus on these others, but I see it as a gift. You don’t have to be so precious with your words when you’re speaking. In fact, I screw up all the time. If you rewind this back, I have misspoken. I have I’ve strung words together to didn’t actually make a sentence. I speak like war all the time,


wrong words, whatever. You just keep moving because your energy, how you deliver it in your body, language carries you and your message. So if you don’t get intentional with how do you want to be received? What kind of energy do you want to create for other people? What do you want them to feel when they hear you? See you listened to you.


If you don’t practice that, you’re leaving it to chance. And I don’t know about you, but I don’t, I don’t want to leave to chance what people say about me. Like, I want to be intentional and be like, damn, I want to work with Heather or, Oh, you can get speaking coach. That’s going to help you bring your energy up,


work with that. Like, I want to be more intentional. I don’t want to like be caught up and obsessed with what people say about me, but I know I can influence it. So I say, why not? Yeah. That’s amazing. Those stats are very interesting. I had not personally heard those before, so super, super surprising. And then step number four.


Okay. So how do we, how do we go about wrapping all this up together in this is your speak for authority method. This is your unique IP, your methodology. You have gotten people Results going through this process going through these steps time and time again. So wrapping this up, what’s that last really important thing that people need to do? Yeah.


So building your authority means you need to make sure that your speaking strategy fits your strategy. That you’ve outlined. So if you determined that speaking is going to grow your authority, you have to say, okay, what podcast stages do I need to be on? Which live events do I need to be on? Who would I need to partner? How do you identify the right player in your industry to help position you in that way?


If your strategy was to grow your leads, all right, in this stage, we’re going to make sure the freebie that you offer on stages correlates with your signature talk. So it’s not just a, one-off like, Oh, go take my random free training about something. That’s not what I’m talking about. You’re not going to drive that. So that’s what we’re going to talk about.


How do we get results from our speaking determined by the strategy that you identified as your number one, so making money, but that’s negotiating a higher fee. Great. If that’s selling your program, great. If that’s driving leads great, like it’s kind of a pick your own pathway there. You haven’t figured out what strategy you want for you. And then we have the template to say,


okay, how do I make that happen from a stage? Fantastic. How powerful is this? You guys? All right, let me make sure that I can summarize your four steps as clearly as possible, because there was so much gold throughout this process. So your speak for authority method that you just laid out like a red carpet here. I mean,


this is gold. You guys, you would have had to pay Heather a lot of money to get this information. And so make sure that connecting with her more, both on clubhouse, and we’re going to give you some ways to work with Heather after this. So the first part of your method is really nailing your message. The second part is really creating that signature talk.


The third is delivering it with confidence in the fourth. Part of your method is elevating your authority. Did I summarize that correctly? You did great. You did great high fives and applause for your articulation. Okay. Students, good students. You guys should see my, see my notes behind the scenes. I’ll just share personally, you know, public speaking has just always been something that I love to do.


And once I get up there and once I get on a roll, I’m great, but it is such a head trip for me to get up there in the beginning of it. And my biggest fear, I tried to figure out what I was afraid of. Cause clearly I talk all the time. I’m not afraid to speak, right? And I really don’t care what people think about what I look like.


I’m one of the few speakers that usually takes a stage in some sort of flip-flops. But what I realized I was afraid of is that people were going to leave that room. And this was when we were having, you know, regular events that people are going to leave that room unchanged. And I realized that, wow, what if somebody says that was a biggest waste of an hour?


I ever spent it scared the shit out of me seriously, forever, because I was like, gosh, I just want people to leave here and have some sort of a transformation. And I was taking that. I’m really an advocate for that. As you know, like that’s how we develop programs, your programs should deliver a transformational measurable result. And I wasn’t really sure that my signature talk was doing that.


And so if you guys are listening and you have whatever issues, like Heather said it at the beginning, people would rather wet, like die than speak on stage. What is that saying in the beginning? Yeah, it’s a good Jerry Seinfeld joke around more people would rather give eulogy or a B in the coffin than give their own eulogy. Right? That is awful.


We were all given a voice for a reason. We’re all called to do great things for a reason. And using what Heather told you guys today in this show and her method is going to help you get clarity on all of this. And I’m super excited and appreciate your expertise and your time here today on the Sweetlife podcast. So we’re going to do a couple things to wrap up this episode.


First of all, Heather has a way to get you started. Obviously we want to give you tools to take action right now. So Heather, where do people go to learn more about working with you directly? Yeah. So the speak for authority method we talked about today, I outlined this in a little bit more detail and at a little slower pace,


if you want to head over my free training is up right now. If you head over to Heather singer.com forward slash free, you can download that free training. You can watch it right away and go through it. And I teach you how to actually use this method to start driving leads into your program. So you can grab that. Now it’s really designed for coaches course creators and small business owners who do not have a large following,


but want to start establishing their self as authority. So that’s perfect for you, but also if today’s conversation was of interest and you’re trying to out what kind of stages would even work for me? Like how does this even play out? I think maybe we should go on a second date. So maybe let’s jump into a training. Let’s go on a second date.


So I have a podcast it’s also on that page. Heather sager.com post free. You’ll have two options. The podcast is the Heather Sager show and you get like a little Besta playlist that you can hear a little bit more around how I speak. You can get used to my style a bit, steal it, use it for your own and start getting more comfortable with this concept of what does it look like to speak on other people’s stages,


but also use daily opportunities to exercise your voice, build your confidence. And most importantly, be more intentional with your message that you want to share so you can make a bigger impact. I love it. Okay. So I’m looking at my phone here. If you guys are watching the video behind the scenes, looking at the schedule, this show is live on January 25th.


It is episode number 211. So that means sometime this week, you and I are going to host a clubhouse room and we are going to implement and talk to our audience and answer questions for people that are listening to this show. So I’m so excited to, we’ve been talking about like, you know, doing rooms together. So here is how you find out when this room is happening.


First of all, you can go to sweet life co.com forward slash clubhouse, and you’ll get a list of events and the direct link to the event so that you guys won’t miss it. Cause clubhouse is a lot of fun things happening. If you are not on clubhouse, then listen to my podcast that I recorded episode number 209, about how to get started on clubhouse.


And I just want you guys just to take a second here like me. I do have many notes. If you feel like you are struggling to be seen as a leader in your space, that you really want to connect with people on a more personal relational level relationships sell. That’s what sells and you want to get in front of your ideal audience and give them an experience,


transform them through your speaking so that they can work with you more. I highly recommend speaking in general, but specifically hitting up Heather to see how you can do that more confidently. So Heather, thank you so much for being on this show so much gold. Again, this is Sweetlife podcast.com/two one one. So episode number 211, we’ll have all the links that Heather mentioned cause we dropped a lot of gems in this.


So all the links, so you can find Heather and work with her more. And of course, a link to our clubhouse room when we get that scheduled<inaudible> Hey guys, thanks for tuning into the show to get updates and join Heather live in our clubhouse room, please visit Sweetlife co.com forward slash clubhouse. And follow me on clubhouse at April beach. If you would like to have Heather’s buys on your business and ask Heather your questions and also to our weekly clubhouse rooms,


every single Wednesday at 12 o’clock Eastern time. Thanks so much for tuning into us and I will talk to you next week.

Episode 210: How To Generate Leads With Pinterest Stories, Videos and Hashtags – with Laura Rike

Laura Rike 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 Laura’s Pinterest Toolkit

Who This Episode is Great For:

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Start to Scale Up System™ Not sure what Phase your business is in?  www.sweetlifeco.com/quiz


Pinterest could be the sleeper tool you’ve been looking for to generate leads and grow your business. Pinterest is not a social media platform but a powerful tool that can increase website visits and bring you great new clients. But, few companies know how to use Pinterest. This episode covers the 101 of how to use Pinterest stories, videos, hashtags and more.

At the end of this episode you will:

  1. Understand how to use Pinterest stories 
  2. Have a starting plan to use Pinterest
  3. Understand the 101 of how to get started

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. Hey everybody. Welcome back to episode number 210 on the Sweetlife entrepreneur podcast. Thanks so much for tuning in today. Happy January, 2021. We obviously just finished commitment week 2021 for entrepreneurs and small business owners.


And we had our fourth podcast anniversary birthday last week. So first of all, great way to kick off 2021. Thank you so much for being a listener of this show for the last four years and keeping us a top of the charts for business development online for entrepreneurs. We love you guys. If you haven’t had a chance to yet, please cruise over and leave us a review on Apple podcasts,


or just simply share this podcast from your Spotify up to your Instagram stories, or share this on LinkedIn. We appreciate you spreading the word about this show and just honestly how awesome you guys are as listeners. I get direct messages from many of you on Instagram and on LinkedIn, and just appreciate them so much. So we’re kicking off our fourth year with more proven business trainings that you can take to the bank.


We are known for giving you business steps and strategies that coaches charge thousands of dollars for. And it’s all totally proven. I’ve been coaching entrepreneurs for 24 years and the guests that also come on the show are proven experts in their space. So I’m so glad to turn you over to another guest expert on today’s show. We’re talking about how to generate leads with Pinterest stories,


videos, and hashtags. And let me give you a quick little backstory. I don’t do Pinterest. I’m not the Pinterest kind of girl whatsoever from a business strategy standpoint though. I definitely want to be where our clients are in where it’s a great place for our company to be, which is called the sweet life company for people to access our resources in the content that we distribute here on the podcast.


And so last year we got on Pinterest. We recorded a show about Pinterest with a guest expert, and my team quickly got to work implementing all those steps in our Pinterest engagement grew by something crazy. It was like 813%, which could be two things. Number one, it could show you how terrible we were at Pinterest before. So, you know,


there’s only way only one way to go is up or the strategies once are implemented with Pinterest. You can see almost instant results when you’re using Pinterest correctly. But with that being said full transparency, I still am not great at Pinterest. I’m grateful to have a team that does Pinterest. I’m not really on Pinterest. And so as an entrepreneur, I had a lot of questions for our expert today on,


you know, really who should be on Pinterest? What can you do on there? And especially all the new Pinterest stories feature. So on today’s show, we are talking to you guys about the fact that Pinterest could be that sleeper tool that you’ve been looking for to generate leads and grow your business. It’s not a social media platform. We’ll talk about that in today’s show,


but it’s really a great way to get eyes on your business and have people land on your website and increase your website, traffic and therefore generating leads. But honestly not a lot of companies are still leveraging Pinterest really well. So inter today’s expert, Laura rag is in the house today and she’s at Pinterest powerhouse who helps high performing business owners, content, creators,


and influencers grow profitability the right way with sustainable systems using Pinterest. She’s helped clients and students bring in over $50,000 in monthly revenue with her strategies. I mean, she’s really rad. You guys are gonna love her. And she’s been featured as a guest on podcasts like tailwind, ultimate marketer, twin cities, collective, and small business revival. And Laura lives in Minnesota with her family.


And she can be found@laurareich.com and we’ll of course, make sure all the links and everything we’re talking about in today’s show are going to be available for you guys in the show notes. If you’re new here then just so you know, you can find all the show notes and all the bonuses that we deliver with this podcast, by going to Sweetlife co.com, simply click on podcast,


and then you can click on the podcast number, or you can just type in the number of the podcast in our search bar. This is episode number 210. So welcome here to the sweet life entrepreneur podcast. And just a little bit of housekeeping before we dive into today’s show, if you haven’t yet held your seat or joined the early registration waitlist for my,


your signature offer masterclass, that is coming in February. So now is the time to get on that wait list. It’s a two half day intensive, so not two and a half days, but it’s two half day intensive that I’m going to be teaching in the middle of February. And this is going to teach you how to extract your own intellectual property.


Take a look at all the assets and all the great things you’ve created, and we are going to together build your signature program. Course mastermind, membership, whatever the business model of that is, we’re going to help you extract it all and create it into a signature offer. That’s perfect. Should give you the results that you want. Make sure that you’re joining that early registration list by cruising over to signature offer.com.


Okay, let’s go ahead and dive into today’s podcast training.<inaudible> I’m super excited to be here with Laura Reich. And I will say that we did reschedule this episode because we’re both moms and that is what happens in our life. And Laura, you guys have to see this behind the scenes, this video, make sure you go to our YouTube channel and to our Pinterest,


there’ll be videos on there because she is glowing because she is beautifully eight months pregnant. And we had to make sure we recorded this show before baby, right. Number three, arrived. So we’re, we’re getting this out of here for you, Laura, welcome to the show. Thanks so much to everybody. A little bit about yourself. Yeah, for sure.


I thank you so much for having me. I am a mom of two boys with a girl on the way. So we are so super excited over here in this neck of the woods. And I am a VA gone rogue is what I call myself. So I used to try to do all the things and with a family that doesn’t work. So I picked one thing I love,


which happens to be Pinterest and design. And I have been going hard at that ever since and just love it. That’s awesome. Okay. And what is your URL? So people can find you, even though we’ll put all this in the show notes for you. Yeah, of course. It’s just Laura wrike.com. So it’s L a U R a R I K e.com.


Awesome. Okay. So today on the show I have a million Pinterest questions. So we had Melanie fountain on the show a while ago, almost a year ago, really diving into Pinterest Pinterest marketing. It was a great episode. I will say, as a case study, we took those like Pinterest one Oh one steps, and we tried them. And as a company,


we had crazy results. It was like we went from being nowhere on Pinterest, having random pins to, you know, having thousands and thousands of impressions. And it was like an 813% increase with applying some basic steps. And so I am a believer in Pinterest now, but I will also say I am completely still Pinterest illiterate because my, my team does it.


And I get questions all the time from business owners about, you know, still, should I be using this? What is this look like? What can Pinterest really do? And so today’s show is all about kind of dissecting some of those high-level business questions. So our listeners can, first of all, determine whether or not they should be in Pinterest.


So number one is this worth your time, number two, how to get started and you have a toolkit for people to get started, which I wish that we had had in the beginning, I will say for sure, you know, really what is this toolkit? How do we get started with this? But there’s so many things kind of spinning around with Pinterest.


So let’s kind of start, I would say, spinning around in my head with Pinterest. So let’s go ahead and just start with question number one. How does Pinterest rack up and compare to other social media outlets such as Instagram or LinkedIn? Yeah, for sure. Really the biggest difference is it’s not a social media platform like Instagram or LinkedIn. LinkedIn is been known for the more professional type connections and Instagram.


You have conversations and the comments and things like that. Pinterest really does not focus there. They really focus on you putting in the conversation into the copy and making sure that you have the keywords there so that people can find you when they find you. Then they read that conversation and they click through to the destination, which is where you can take it from there.


So it’s more search based and it’s more top of funnel based because you can utilize Pinterest to send it where those conversations are happening right now and bring in a wider audience over there. Okay, fascinating. So it’s SEO, it’s search engine. It’s a way to take a conversation and become the top of that question for you. Is Pinterest owned by Google or is it a Google product or something of that sort?


It is not, no, it’s separate. It actually plays off of Google’s domain authority and their own domain authority. So when you have your website and then you have a Pinterest profile or business account, right, you’re going to get more domain authority with your profile on Pinterest than you are your own website. Unless, I mean, you’re some super big wig,


but it has been around forever. Right? But like my website is not going to have as much domain authority as Pinterest. And so I really use that and play off of their authority to be able to bring people to my website. Very cool. Okay. So what businesses should be there. And so let me rephrase that question. You know, obviously who should be on Pinterest,


but as a business strategist, my brain works the other way, what buyers are on Pinterest, like who is actually looking for content to increase maybe their performance, their profit, their business ability or whatever it is. You know, we have a lot of marketing coaches, brand new coaches, video coaches, health coaches, a lot of physicians, a lot of attorneys and even a lot of CPAs that listened to our podcast are their buyers.


Absolutely. So there’s kind of two different ways that I tackle that for people. One, I am a Pinterest junkie, right. It’s my jam. So I’m always going to tell you, yes, there are buyers there to give you kind of an unbiased opinion. I tell everybody to go to the platform type in something that your buyers would be searching for,


right? Like what is the problem or the pain point that they are having and how would they find you? Other places on Google, on Facebook? Like what are they looking for? And if what pulls up underneath that search is offering or information or education that you can provide to them because you know how to do that as well. Then 1000000%, that’s where you should be listed because you’re missing that opportunity.


The other thing that I like to talk to people about is really when you’re thinking about buyers, like where are they? Right. Cause everybody has a different stage. And so we talked about this for a second too. Like, it might not be that they’re a startup or they’re established or whatever, but where do they aspire to be? So if they are someone who is earning three figures right now,


they’re not going to be looking for how to earn three figures on Pinterest. They’re going to be looking at things like how to grow your email list to earn five figure months. And that’s because they aspire to be in that position. So that’s also something that you need to kind of reverse engineer and think, okay, is my buyer talking to where they’re at right now?


Are they aspiring to be a five figure person? Are they aspiring to maybe lead a life where it’s freedom, right? And so they have more time in their day or their moms or whatever. And that’s really how you want to address it too, when you’re going about it that way too. So smart. Yes. And you know, there are always,


people want to hang out just you and I do too. We want to hang out with people that are just slightly ahead of where we are. Right? Those are, those are the best people that are going to hold our hand and grab us to the next level. And that totally makes sense that that’s the same thing people will be looking for on Pinterest as well.


How often should people post let’s actually talk about the content that should be posted on Pinterest? What is like the baseline, if you’re going to get started, this is how often you post. This is what it really looks like. Yeah. So it used to be an everything that I’m going to tell you guys here is how I handle it, right?


So I am not saying this is the end all be all. I’m not saying this is a hard and fast rule. You have to do it this way. This is what I’ve implemented for myself and my clients and my course members and things like that, where they see the results. So one of the things that I really tell people is it used to be pin 20 to 30 to 40 different times a day,


and you would pin your stuff and other people’s stuff. And really that’s not necessarily required anymore. What I teach is that you need to be consistent on the platform. So if you’re someone that’s just starting out and maybe you don’t have a ton of content out there, which I can try to prove you wrong, because there are multiple places that I can find content you have already posted online that can work for this.


But if you’re thinking content in terms of like landing page or sales page or blog posts, and you’re feeling like you don’t have a ton, then start at one or two pins a day, right? Even if it’s a time constraint, like how do I create all these pin designs? Start at one to two pins a day, then start to work your way up.


If you’re someone that’s been blogging or you have tons of an audience, and you’re looking to really expand on that and you know that you have tons of content, then start hire. We did a case study actually on my website. It showed, even though they had a smaller audience and the other account had a larger audience, one pinned, I think it was like seven times a day.


And the other one pin 21 times a day, they still saw the same incremental increases on their own accounts because they were being consistent. And it was the quality over how often they were posting that gave them that feedback to know that that was beneficial. Wow. That’s so awesome. That’s super encouraging. I know because our listeners are like thinking like, Oh shit,


20 times a day. Like, how am I going to ever do that? Like that is not ever going to happen. And so that that’s super cool to look at the case study and the stats and, and really just the incremental growth that’s happening with. What’s being posted now, little tangent, what software do you recommend that people use to manage their Pinterest?


So I go back and forth on this. I personally use tailwind. I love them dearly because they have tailwind tribes. And that’s really like a community-based where you’re sharing ideas together. And then, I mean, sharing other people’s ideas and really having that community type feel like you would on social media. The problem with me only telling you to pick one platform that I see though,


is it’s not a good fit for everybody all the time. So if you’re out there and you’re like, I’ve tried tailwind, it doesn’t work for me. I apologize that it didn’t work for you. I love them. They are amazing. But what I urge you to do is go to Pinterest and make sure that the scheduler you’re using, whether it’s ladder,


whether it’s meet Edgar or whatever is a Pinterest approved platform. Because if it’s not, you set yourself up for possibly getting marked as spam or even shut down because they might not be following Pinterest best practices. Wow. Okay. I know that is such a fear. I’m so glad you said that because people would never know, know to even look, they’ll just think,


Oh, well, because this platform offers it does works. Great. I’ll just take this one, but it is so important with not just Pinterest, all the different social media platforms that whatever schedule are you using does it does abide by their regulations. So thank you for that. And we’ll go ahead and make sure we leave some resources so that you guys can find Laura.


And then also to some of the software tools in the show notes of this show. So we’re not going to totally leave you all hanging out there with that. So this week I was on Pinterest and I have a confession to make. I am never on Pinterest. I’m not a Pinterest girl. I’m just not okay. And so this week I thought,


okay, I’m going to go ahead and post a video. I think I had posted something to a LinkedIn story downloaded, like the little five second video. And then I, you know, distributed it or long all of our, you know, Instagram and LinkedIn story channels. And then I’m like, well just sitting there on this little five second video,


why don’t I just try to put it on Pinterest? And so I went on there, not knowing even that Pinterest had stories, I was just going to post it like as a little video on there and, you know, boom, I’m sure everybody who’s listening to. This is like, yeah, duh, April Pinterest is had stories for a while.


You know, but to me that was, I was like, what, it’s another thing with this story. So what are Pinterest stories? What should be posted there? What is the purpose of a Pinterest story and how can they be leveraged in the business? Yeah, for sure. So it’s actually not something that’s entirely like completely past you, right?


So it is new. So don’t worry about that. Some people have had it around for a little while, but it has now opened up to more people. And so a lot of people are seeing the get early access symbol when they’re locking in, there are two sides of it, which is awesome. One side is the, I really feel like Pinterest is stepping up their game in terms of providing an opportunity for content creators,


to be able to tell a story better, to be able to educate more. Because when you think about it, you only have one graphic and you can only have so much on that one image to try to tell that story and capture their attention. So the purpose of stories right now is to be able to have multiple images so that they can kind of tap through.


And it’s kind of like a slideshow. I teach people to do more of like step-by-step, or this is what I’m working through or behind the scenes, or like more of that conversation visually in those stories. The only downfall to stories that I see currently, which I’m hoping they open up in the future is it’s not clickable to an actual landing page. So you wouldn’t use it like you do a static image because you can’t get them to use that referral traffic in our research that we’ve done in the past few months,


though, it really does help increase the brand awareness and authority on your account. So you will see that if you are using it, to teach people things and to educate them and to provide more information for them at the end, Pinterest puts on a follow button so they can start following you on Pinterest. And it’s really bringing in that authority from that platform.


And then we’ve also seen the link clicks and the traffic and the leads increase on the other things that we’ve been consistently putting out there because of the help with the stories. Okay. Totally makes sense. And leads me to, first of all, say, that means I really failed on my first story. Cause I just uploaded that one video and I was like,


wow, they want me to share more. I don’t have any more right now. All right. What the hell? I’m just going to upload this one video. So first of all, how people find your stories if they’re not already following you, does Pinterest use hashtags? Yeah. So Pinterest uses hashtags. This is one of those controversial type things though.


Pinterest, a while ago said no hashtags. Then they said, yes, hashtags. Now they’re saying don’t use them a ton. So my philosophy has always been when they’re, when they opened up hashtags, don’t use them to keyword stuff. Use them within a sentence that you have put into the description, like use up your entire 500 character limit. And then if you have room and you can’t put on a whole,


a full another sentence in there, but there’s a hashtag or a phrase that still is relevant to what you’re sharing, then use it as a hashtag. Right. And just kind of take it that way. I’ve never done more than like three on a pin at most. So I don’t really see it being a problem. As long as you use it,


that way, those that have gone gung ho or followed the ups and downs of the hashtag or no hashtag I think are starting to not see the best results. The hashtags are still searchable, so you can still find them in search. So it really just depends on, on what placement you have for them in the description. So if your pin is about how to create a content marketing strategy,


and it’s like a download of a calendar or graphic, you’re not going to use a hashtag girl boss. I hate that hashtag by the way, every girl listening to the show is going to hate me for saying that I can’t stand that term. Yeah, no, it’s too general. Yeah. Right, right. You know what I mean? You’re going to put like content marketing or content calendar or a social media calendar or something.


Yeah. So two that don’t do the girl boss. I’m not a huge fan of that either. I like the terms that actually are like leading me somewhere. Right. Like that seems anyway. So I would say if you’re talking about content marketing though, in the description, don’t waste your hashtag on hashtag content marketing, maybe do calendar download or calendar template or something like that.


So it’s still relevant, but it’s playing off of a different type of search that someone would do. Maybe they don’t know about the content marketing calendar, but they’re looking for calendar templates or some sort of business template or something like that. That way. Then you have the conversation, it still flows. You’ve got the keywords in the description. And then you just add in a couple of those hashtags that are still keywords,


people would search for, but you couldn’t put it into the sentence flow that you were creating. All right. I got you girl. That totally makes sense. So with our stories, can you add hashtags? I kind of went back to that question. How did, how do people find my stories if they aren’t following me? Stories are still there like a collaboration of pins.


So you get to put three or five or however many you want in there and you still get a description on each one. So it’s still going to be searchable. You still can put a couple of hashtags in there if they’re not already following you and they search for something, it’s going to show up in the feed, just like any of the other static pins or video pins.


So in terms of your video, you could have uploaded it just as a pin instead of a story. And it works the same way as a static pin. You do get a little bit more tagging capability in terms of topic, tagging for videos. Then you do a static pen. So you can also use the tags for keywords that you want to be found for.


And that increases the searchability as well. Okay. So let me make sure I understood this correctly. The stories are basically a collection of pins related to the same things, is that right? Yep. So if I have a static pain, can I like Instagram? When you have something in your feed, that’s a post, can I push that to story?


Like, can I push a static pin to story or is it a separate, complete way to post that It’s a separate, complete way to post that you can repost it? The only problem that I see by doing that though is Pinterest is very heavily encouraging people to do fresh content. So they will see that same static pin posted. And then again on your stories and they’ll consider that as like a spam duper kit.


Got it. Okay. I lied that. Wasn’t the last question before. Thank you listeners for bearing with me. I hope I’m not asking like questions that you all know the answers to. I really include this in this area. And so it was, I’m so glad to have you here, Laura. And so how long the stories stay in a story?


How long are they shown for So completely different than social media? They stay on there just like a Pinterest pin, unless you go and delete them, they will be on your profile. Awesome. Okay. That makes me really happy. Nothing bothers me more than posting a really great Instagram story that people only get to see for 24 hours. So that’s super awesome.


Thank you. I’m super excited about stories. Like I said, Kelly and JC on my team really create our Pinterest content and post that. So thank you. By the way, to those of you guys who have been following us on Pinterest it’s, it’s cool to see that and those interactions and things, but I’m totally personally Pinterest illiterate. So I’ve just have so many questions that I am not able to answer for our clients.


So I’m very excited about all this. Okay. So let’s chat a little bit about video pins. Now, what is the parameter around video pins? Are they all vertical? How long can they be? And are they clickable? Yeah, so they Do not all have to be vertical. I still suggest it because then you’re taking up more real estate on the feed.


I personally don’t want to go more than a minute to a minute and a half. I believe you can go longer. I think it’s like two or three minutes that you can go up to. I’m not a hundred percent positive because I stick on the lower end. And then what was your other question? That was my other question. Oh, it’s are they clickable?


Oh yeah. So they are not clickable unless they’re used for ads. They have been clickable in the past. Again, I’m not sure if that’s something that’s changing or updating because there have been a lot of changes in the past, like four to six months on the platform, but they really do help with that growth of the account as well. When we’ve seen a lot of people come to us and say,


you know, I had a huge spike in October and now it’s December and everything’s dropping and I don’t know what to do. They post a couple video pins, they do a story pin and they’re back up again. Right. And they’re doing that consistently. I’m not going out there and telling everybody to post one and you’re going to be like woo through the roof and like,


awesome. But like, if you keep doing that, you’re going to keep seeing the results go up and back in the direction that you want them to go. Love that. Love that. Thank you so much. I have my million of Pinterest notes here and, and Laura, the couple of things. So for our listeners who want to get started with Pinterest,


I will say in full transparency, even though I’m not the one that does it, I’m really grateful for an amazing team that manages our Pinterest there. We really have seen amazing results and growth from using Pinterest as a platform with our audience. So I will say that from what I I’ll just say, if you guys are considering using Pinterest, definitely have a strategy behind it.


And really what I would like is to direct people towards some steps to get started. Nobody wants to recreate the wheel and you have a Pinterest like toolbox a toolkit it’s really cheap. It’s like 37 bucks or something that people can get started with what is inside that toolkit and what can people expect with that? Yeah, for sure. So the toolkit is really put together for anybody that needs that simple strategy,


right? That’s actually gonna help them convert on the platform. And so it’s easy. We provide different templates for them, whether they’re static, pen templates, video template, story templates. I have an awesome keyword swipe file in there too. So I’ve gone through over 700 different type of niche, specific keywords and hashtags in this swipe file. And the cool thing is,


is we constantly update that. So the swipe file for fun stats has actually brought in over $33,000 for clients and toolkit. So That’s been super fun. Yeah, That’d be good work. That’s so good. Talk about an ROI. Yeah. Tons of other stuff too. Like we have a call to action, swipe file a branding blueprint to help them really understand how to brand their pin images.


And then there’s some bonuses of course, like a custom dashboard for Google analytics and how to track and make sure you’re getting the ROI and stuff like that too. So Yeah, I mean, when we, when we got started and we started implementing what I was saying is so true, like if we had had a toolkit like this, we would have grabbed it in the second.


And so based on our listeners in our show, if you guys are thinking you want to get started with Pinterest, we’ll go ahead and make sure we leave a link to grab this toolkit in the show notes for this episode. So make sure you guys go over and grab this. I would recommend those of you guys that are listening to get started here.


It’s a low investment and it saves probably months and months of time and years of learning because you’re getting Laura’s wisdom for only $37. That’s crazy for those of you guys that are scaling your business. So for those of our listeners, you’re scaling your business. You have a team like me that you really just, you want to delegate this, you know,


you, you probably want to be on the platform. Maybe your team doesn’t know Pinterest. They aren’t experts. Then I am going to point them towards you, Laura, we’ll go ahead and make sure that we put these show notes and I would really consider like hiring Laura’s team out to manage your Pinterest for you or something like that. At least chatting with Laura on the phone.


I know she has a bunch of other stuff for you guys. So based on our listeners, I always try to give recommendations. So if you guys have ever gone through and taken our quiz to figure out what phase of business you’re in, I’m going to tell you exactly who needs to buy kind of what here, if you want to do this, if you’re in phase one or two,


then I would go with the toolkit. If you’re in phase three, four or five, then I would go with one of Laura’s other done for you services. If you don’t know what phase of business you’re in, go to sweet life code.com forward slash quiz. And you’re going to get a whole rundown based on where you are of your phase of business development,


and then we’ll direct you there. But for those of our listeners, most of our faithful listeners already know what phase of, of our start to scale up system they’re in. And so they know, so phase one or two, you guys are the toolkit people three, four or five, then really done for you services near you’re ready to scale. Thank you so much.


Yay. Love everything that you shared. My, my Pinterest entrepreneur IQ, just like totally leveled up three levels. I feel like awesome. And I can’t wait to, you know, for our team to like start implementing some of the stuff that we talked about on the show as well. So super appreciate your time. Congratulations on your new baby. When this airs he’ll be here and I’m so excited for you and we’ll make sure we leave all the show notes for everybody to get their hands on these things.


I will say you guys, honestly, Pinterest has been a real nice pleasant surprise. We’re not on Tech-Talk or anything. We’re not on Twitter. And Pinterest has been really awesome and powerful for us to grow our audience. So thanks for being on this show. Yeah. I love hearing that. And I mean, honestly, it is such a great platform.


I’m so glad that your team can help you with that. That’s absolutely amazing. And thank you so much for having me. Of course. Yes, of course. Thanks for being here. I’ll talk to you soon. Thanks. Awesome. Some show. Thank you so much for tuning in and sticking with me here with Laura at the time that we recorded this,


Laura was expecting, and now she is probably listening to this episode, holding her beautiful baby girl in her arms. And so we just really appreciate Laura’s time and making sure we were able to record this episode for you guys before she gave birth and went on her maternity leave in such great information, follow us. If you aren’t yet on Pinterest, you can find us at Sweetlife podcast and you can see some of the things that our team has been doing over the last year.


You can even see how our, even our branding and our usage of Pinterest tablets has evolved how we’re using Pinterest stories and how we’re using video. We’d love to connect with you there and follow you back. All right, you guys have an awesome day. Again, all the show notes can be found by visiting Sweetlife co.com. This is episode number two.

Episode 209: How To Get Started On Clubhouse: For Entrepreneurs – 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 Clubhouse room notes, highlights and tips for entrepreneurs. Even if you’re not on the app yet! Follow me on Clubhouse @aprilbeach
By Text: Text the word “clubhouse” to 805-254-0880 

Who This Episode is Great For:

Entrepreneurs looking to create deeper relationships with clients, peers and mentors.


Clubhouse is a new social media networking opportunity for entrepreneurs. It truly takes the box it’s placed around you from other platforms and allows you to create deep relationships, establish yourself as an expert, learn, gift, and grow. But you may just be hearing about Clubhouse or be on the app and not exactly sure how to use it. Though we are not clubhouse experts This short episode gives you the 101 on how to get started on clubhouse what to expect and great opportunities for entrepreneurs using this app. 

At the end of this episode you will:

  1. Know the first three things to do when you get on Clubhouse
  2. Understand why Clubhouse is so special
  3. Start to strategize your clubhouse funnel and company growth

Resources Mentioned:

Get Clubhouse room notes, highlights and tips for entrepreneurs. Even if you’re not on the app yet!
  • By Email: www.sweetlifeco.com/clubhouse 
  • By Text: Text the word “clubhouse” to 805-254-0880
Direct Links to Join My Upcoming Clubhouse Rooms 
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. You guys Welcome to the Sweetlife life entrepreneur podcast. I’m April beach, and I am super excited about this episode for a couple of different reasons. First and foremost, it is our fourth podcast birthday.


So thank you so much. You’ve been tuning in for the last four years. We have dropped an episode faithfully every week. And those of you guys who’ve been longtime listeners. I mean, those are you guys around the podcast launch team. I appreciate you so much for being part of this show, making this show what it is today and sharing it with your friends.


Thank you. Thank you. Thank you. If you’re new to listening, it’s so great to meet you. This is a show where we are known for dropping some serious gems. Sometimes those that other companies and coaches charge thousands for a lot of our episodes come with bonuses that are so good. Like you can’t even believe they’re free. So cruise over to Sweetlife co.com,


click on the podcast to get all the goods. If you have never ever been there before today is a special episode. Not only because it’s our birthday. As a matter of fact, a little behind the scenes, I was going to do a real special birthday episode and you know, we’re going to do this whole shindig and it was going to be great,


but there’s something way more exciting than our fourth podcast birthday that I absolutely had to scrap the schedule. And that’s what we’re talking about today. Today, we are diving into all things, clubhouse the new clubhouse app, especially for entrepreneurs. And I’m going to share seven steps to get started on clubhouse. Before I do this, I need to have a little disclaimer here.


I am not a clubhouse expert. As a matter of fact, there’s probably somebody, many people who can speak to this way better than I’m going to do. But I have taken the time to lay out seven steps based on my experience or the last couple of weeks inside the clubhouse app, things that I have learned by following other people and just really things that I’ve gathered about being on this app.


So I’m sharing with you my experience and what I’ve learned, and guess what you know, what’s so cool about the new clubhouse app. Honestly, there aren’t any experts yet everybody is new, and that’s why I’m so excited to share today’s Sweetlife entrepreneurial podcast episode so that you can get on clubhouse. You can be a drop of a big bucket that this app I believe is going to make.


So let’s go ahead and start with the fundamentals here. So, you know, whether or not you’re in the right place and you should continue hanging out and listening to this episode with me, number one, who is, is episode four, this is for, and all phases of my start to scale up system. So if you don’t know what business phase you’re in,


you can very quickly go to sweet life co.com forward slash quiz. And you’re going to receive a segmentation based on your business phase and very specific, customized recommendations to grow and scale your business to the next level. This particular episode is for entrepreneurs in all phases of my system. Just if you’re a new listener, the reason why I did note that is because some of our episodes are just based on a specific phase in business.


And I note that phase in the beginning of every single podcast episode. So frankly, you don’t waste your time. If you’re hanging out here with me, I want to make sure that this is a valuable use of your time. And so I tag every episode based on the phase of business that that episode applies to this one, however, is for all phases.


So let’s go ahead and move to the next thing, who is this episode? Great for this episode is great for entrepreneurs looking to create deeper relationships with clients, peers, and mentors. If that is you keep listening. Now let’s go ahead and dive in a little bit here. Clubhouse is a new social media networking app and opportunity for entrepreneurs. It really truly takes the box out from around you that other social media platforms have created the limitations.


The restrictions in clubhouse enables you to create deep relationships, establish yourself as an expert. It also allows you to learn, gift other people with your knowledge and grow, but you may just be hearing about clubhouse and you’re not really sure if it’s exactly, you know, what you should be on or how to use it. And so in this short episode,


I’m going to give you the one-on-one on clubhouse, based on my experience, those experience of my colleagues and the people that I am following. So my mentors, so that you can get started on clubhouse fast and in the right way. And we’re going to also talk about actually how to get into the app as well. At the end of this episode,


you’ll know the first three things to do when you get on the app, but I’m actually giving you seven steps to actually onboard yourself onto the app. You’ll understand why clubhouse is so, so special. And you’re going to be able to start strategizing your clubhouse processes, what you’re doing on clubhouse personally. And of course professionally, because I’m a business coach and that’s what I talk about.


All right. So if you’re ready for that, let’s go ahead and dive into the seven steps to get started on clubhouse for entrepreneurs.<inaudible> Okay. So welcome to call the house. We help. That basically means that I know that not everybody’s on there yet. You may be listening to this show being like, what the heck, April? This is so not fair.


I am not on this app. So here are a couple, just one. Oh, about getting on the app. First of all, currently at the recording of this, something can change literally the next hour with this app. You guys, but at the recording of this, which is only a week before the show drops, I did, this is close to the time of the show dropping as I could.


It’s only available to iOS users. Those you guys that are on Android, you’re going to have to wait a little bit longer. I have zero details on that, but I just wanted to let you know that it’s only available to iOS users. If you are an iOS user, you can go and we have it in the show notes here, you can go download the clubhouse app and let’s go ahead and dive into step number one.


The very first thing that you do even before you’re on the app is you should create and save your username. Now, here are some tips that I have seen. And from what I’m learning about your clubhouse username, unlike on some other platforms where you would take it, the name of your brand or your business clubhouse is like a real deal, real relationship app.


So it’s best to make your username, your real name, or as close as you can get to it. So that’s step number one. When you reserve your username, you’re going to be put on a waiting list to get in the app. Some people are waiting weeks, maybe even months to get into this app. And I understand that it’s frustrate.


Keep listening, hang in there with me, listen to the rest of the show. Cause I’m going to tell you exactly what, what to do. Once you get on the app, you can cut to the front of the line and we do this by getting a sponsor. That is also, what’s so cool about the clubhouse app, but you kind of have to know somebody that knows somebody to get in there.


They have to have your phone number literally saved in their phone. So you don’t just kind of know them. You actually have to really know him. So I was waived to the front of the line. My experience was I went downloaded the clubhouse app, reserved my name. I am at April beach on clubhouse. They Kevin’s my name. I was really excited about that.


And I was immediately waved in by my sponsor. Brian Fanzo you guys might know him as I social fans on Instagram brands also been a guest here on the podcast and he’s one of my mentors that helps me to increase my speaking career. And so Brian immediately got an alert that I was trying to get in the app and he waved me to the front of the line.


He endorsed me in. So what happens now on my profile, his endorsement of me is always on the bottom of my profile in my bio, which is really, really cool. And that can lead to a whole nother conversation about who you should endorse, maybe who you should not endorse on clubhouse, but that’s just my story of how I got it.


Otherwise you can be invited in and skip the wait list. When somebody, you know, on the app is a member of a group, which we’ll talk about groups and clubs are clubs on the app and they can nominate you. So those are a couple of ways that you can actually cut to the front of the line and get on the app. Otherwise just keep waiting.


You’ll get on there soon enough and believe me, it is worth the wait. So step number one is creating your username. Make it your real name. Again. This is like a real deal app. Step number two is creating your bio. There are clubhouse rooms on how to create great clubhouse bios. You are welcome. If you’re already on clubhouse,


cruise over, check out my bio at April beach, say it’s perfect. I’m not a clubhouse bio expert, but it’s been working for me to connect with the people that I really want to connect with. So you’re welcome to steal what I’ve done there. Now, overall in your bio. I want you to know that clubhouse is very, very generous.


It gives you a great deal of space in writing room to really bullet point, what you do and be very intentional about who you can help and who you want to connect with. So in your bio, you should make it really clear what you do to the problem you solve in really your intent tensions. Why are you on clubhouse? What’s your intention for being there?


You might also want to share something unique and funny, maybe a little something like behind the scenes. Like you love to ride horses or like Brian Fanzo my sponsor has that. He’s like a pager wearing millennial. I mean, that’s funny like who even wears a Pedro at all anymore. Right? And so you might want to include some of those things.


It’s in the bio. One of the things that I understand is that your bio is also searchable. And so within the app, the first few lines in your bio carry a lot of weight. So currently if you search online business strategist, I will come up as the top of that search in clubhouse. That’s because in my bio, the very first three words,


bio our online business strategist. So that’s step number two, creating your bio step. Number three of getting started on clubhouse is connecting really, really. So the first version you should connect with is your sponsor. You should follow your sponsor back, okay. This is really keeping it raw. I cut somebody right to the front of the line, who I’ve known in business for a really long time.


And this person is not following me back. It’s just a courtesy, right? So follow your sponsor back now, with that being said, you can learn a lot from your sponsor. So follow your sponsor. And there’s a little bell next year sponsors name you’re going to want to turn on. That means you get a notification whenever your sponsor is talking,


go in and listen to those rooms that your sponsor is in. Go and listen and learn and be a sponge. The first part of connecting on club house is just sitting back kind of watching the flow of how it goes. It’s a really amazing way too. Honestly, you’re dive in head first into this. It’s not even like a Cannonball. If there was like an upside down Cannonball and that’s what happens.


You just are in here. And all of a sudden you’re in these places and people are talking, it’s like a whirlwind. So just chill, just sit there and just absorb and take as long as you need to, to do that. Bet, we’re going to talk about not taking too long and jumping in right away. The next thing you want to do is when you’re listening to somebody speak,


and I’m going to share with you exactly the breakdown of how you find those places, where people are speaking here in a sec. But when you’re listening to somebody who, somebody who is speaking, when you’re in a room is what it’s called. Look to the people, to your right, and look to the people to your left. What you going to see is people literally hanging out,


standing next to you in a room, listening to somebody, speak on stage. Now this is all on an app. It’s all on a screen. So the speakers are going to be at the top of your screen. The people that the speakers follow are going to be the next section down, and then the rest of the audience is going to be underneath that clubhouse.


We’ll probably change that up in some capacity in some way, I’ve heard some thoughts of other people on that, but currently the recording of this that’s the way it is. So look at the people standing next to you on your right and your left tap on their bio. Maybe give them a follow. If it’s something that really aligns with, you know,


what you want to connect with. And then the next step is connecting off the app. Clubhouse does not have any hyperlinks, your bio, your neighbor’s bio, nobody gets hyperlinks except for there’s two places that clubhouse currently links to you. And that is Twitter and Instagram. And this is a really powerful thing I will say in my 10 days, maybe 14 days now being on clubhouse,


my Instagram following has tripled because my clubhouse account is connected to my Instagram account. And so how people connect with you is through DMS is through relationships on Twitter and Instagram, because there really isn’t a way to connect except for within talking within the rooms in the clubhouse app itself. So just so you know, that’s how you connect with people off the app.


There’s a lot of strategy behind that. As far as building funnels, can’t get into in this episode, this is just your seven steps to get started, but I’m sure your wheels are spinning. Okay. So that’s step number three. Step number four is search and find. So in clubhouse just a few days ago, they just released the ability to search by topic.


They’ve done a really good job with this. And so you can actually search and get notifications on rooms. So discussion rooms that fall under those topics here is the only downfall that I see of that. So far, the only rooms or discussions that you’ll get notified of are currently those that are hosted by clubs. We’re going to talk about clubs here in a minute.


So if you search entrepreneurship where you search parenting or you search gardening or whatever, you’re only going to get notification of the discussions under those topics that are hosted by a club, not all the rooms. So if I were to launch a room on gardening, because I don’t yet have a clubhouse club, you would never get notification of that. So just part of being part of an app,


that’s in the beta process, but you can still search by topics that you want to learn from. Also, I would recommend that you search by topics that you want to lend to. So this is getting into a little bit of business strategy. If you are an expert, if you are an expert funnel builder, or you’re a Facebook ad strategist, or you’re a graphic designer search for the rooms,


obviously in your area of expertise, so that you may be able to lend some information to the host of that room, the moderators of that room and the listeners of that room, or frankly, just so you can up your skills and be even better at what you do. And then the next tip I have for you under search and find is search for totally random rooms too.


One of the cool things about clubhouse is there are starting to be rooms on everything. I came across an amazing room. It was an 80 HD room and it’s just for people like me that have trouble focusing. And the room is hosted where they work in sprints and everybody’s sitting there in the room together and the host puts on music and then everybody goes to work for a period of time.


And then everybody together like takes a break and has their distraction moment. It’s a great way to increase productivity. So those are some cool rooms happening inside clubhouse that are totally not business-related at all. In addition to that, I will tell you if you are a faith person, if you’re a believer, there are some amazing rooms. This morning, I was in a room hosted by Myron golden business building like kingdom business building.


There’s amazing prayer rooms, Bible study rooms, really for all religions. Those are just the ones that I’m in. And so very cool things that you can search that are totally not business-related at all. Like if you need prayer and you don’t want to go to your neighbor or your sister, you can go on clubhouse and you can raise your hand and say,


will you please pray for me? I mean, how amazing, Oh my gosh. Like the power of this is just so unbelievable. Okay. Sorry. I’ll get back on track. Step number five, navigating. This is kind of just a one about how to navigate the app. The very first resource I have for you, that is a place that you should be tapping into is clubhouse guide.com.


We have put a resource to that in the link of the show notes here, please make sure you go to clubhouse guide. It’s how to get started on clubhouse clubhouse. One Oh one clubhouse best practices, a lot of the black and white and the meat and potatoes of what I’m explaining here on the show. Although I’m just sharing it with you from my personal experience so far,


that’s where I want to direct you to. That’s always going to be updated on, you know, the really the one-on-one and navigating the platform. It’s clubhouse guide.com. So let’s talk about nag navigating the platform and some of the terminology. The first thing you need to know is that there is what’s called a hallway. You have your own unique curated hallway and the hallway is showing you rooms,


discussion rooms based on the topics of interest that the app determines you may want. Now, again, what determines what you want are the topics that you follow, but also the people that you follow. So when you get on the app, you’re going to see a hallway. It’s like a list of conversations happening right now. All you have to do is tap on any of those rooms.


You’re immediately put into the audience and you can listen and see if you want to stay. When you enter a room, you’re put on mute. So you don’t have to worry about it. You can just tap on there, do the dishes, you know, drive your kids in the car or be at the gym, whatever. So the first thing you need to know is a hallway.


The second navigation point is the events tab. The events tab is in the top of the app. It looks like a little calendar, and you’re going to see a couple of different options for you. First of all, they’re suggested events for you, all events. And then the third tab is your events. And we’re going to talk about those in a minute.


So clubhouse will suggest events and scheduled rooms. Events are rooms that are, prescheduled both rooms that are prescheduled by clubs and individuals that you may want to attend. You’re also going to receive notification. So anybody you follow when they start a room, or when they’re speaking on stage in a room, if you have notifications turned on for that person, clubhouse will notify you.


And they’ll say like, Hey, so if I’m speaking in a room and you follow me, clubhouse would be like, Hey, April’s talking over here on this room on blah, blah, blah. And you can immediately tap that notification and enter the room and start chatting with me. How cool is that? Step number three is following clubs. So clubhouse enables people to create clubs.


Now we’re going to be doing many podcasts on this. I’m sure this is a very, very new app. Again, it’s in beta testing. I am not a club owner, so I can’t speak to that yet. But what I can share with you is that you can apply to have your own club. It’s going to be like the new Facebook group.


Many of you listened to this podcast, you know, how much I load Facebook groups. So I’m really looking forward to an opportunity to create community on a different platform. So just clubhouse, you can apply to start your own club. The application process currently is very backed up, but when you get approval for your club, then you can invite club members.


And when you have club members, they’re going to get notified every time your club hosts a room or an event. And so many other things, they can nominate other members to your club. I mean, it’s really an amazing way to grow your community. So one of the tips for you is if you want to start a club from what it is right now,


the way I understand is you need to host and schedule some individual rooms so that the app sees it. You’re not just like a flash in the pan that you’re really here. You’re really committed to build a longterm club with this app. You need to prove it to them. And how cool is that? It’s not like anybody can just start a group,


right? You have to be in it to give and to serve and to win it. And so you have to apply for a club and you have to prove to the app that you are worthy of being there and hosting that club on their app. Now you can follow clubs as well at the bottom of each person’s bio. If you go to the bottom of my bio,


I follow a ton of clubs. And I’m, I’m a member of really a great deal of clubs, maybe too many. Cause I got club happy and in applied, cause I was so excited just to talk to all these people. But if you go to the bottom of my app, you can see the clubs that I am a member of or that I follow.


Honestly, I’m not really sure that delineation between that. I think they’re the ones, I’m the member of in the bottom again, see, I’m learning here and you can click on that club and you can follow the club. Once you followed the club, the club hosts can have an opportunity to invite you to join the club. So you can follow a club and you can join a club.


So two different ways to connect with clubs. And then again, we talked about creating your own club, go to clubhouse guide.com for more information on creating your own club, but you’ve got to prove it, that you’re worthy of that. And you’re, you’re ready to be a leader on this app in order to get approved. For that, I promise this is going to be a quick episode and dang,


I have more to say than I thought I’m just clearly. So like a kid in a candy store, excited about this app. Number six be you. Okay. So when you join a room, if you have a question, raise your hand and ask the question, the host or the moderator will bring you to the stage. When you get on the stage currently in the app,


you are un-muted. So please, please mute yourself because you’re basically going to be disrupting the whole conversation when you get on stage and maybe they’re not ready to have you speak just yet. So be patient when you get on stage, mute yourself, listen, wait for the moderator to say, Hey so-and-so did you have a question or something that you’d like to say?


And here is a second thing. It’s okay to be nervous. It is crazy. Some of the really big influencers and leaders that I’ve seen get onto the stage for the first time and their voice is a little shaky or frankly, they’re just like, I’m nervous. And why somebody said it really well. I forget who said this, otherwise I would so credit them.


Literally. It’s very true. Somebody said, it’s not that you’re nervous to speak, but I think that we all understand the gravity of what this app could do for our relationships and our business. I think that’s where the nerves come from. It’s having an opportunity to speak to people that you would probably otherwise not have a chance to connect with. As an example,


I have been honored to be on the stage and to invite influencers to my stage, such as Myron golden and so many others. And I would never be able to connect with these leaders. Otherwise I send them an email. Obviously I can’t get a cell phone number, you know, and these are people that I highly value and I want to learn from in clubhouse.


It’s okay to be nervous when you go on the stage, just ask your question. And one of the other tips I want to leave with you is don’t ask to speak unless you have something really valuable to say, you know, those people who like raise their hand because they just want to speak because they like to hear themselves talk. Don’t be that person on clubhouse.


Seriously. If you want, if you have something genuine that you want to contribute, if the host says, Hey, does anybody want to contribute or ask a question, do it, don’t hesitate, jump up there and do it, but definitely make sure that you’re being respectful of both the hosts and the moderators and everybody in the audience time based on what you’re going to say and just don’t be that weird fan person just be respectful.


So if you are invited on a stage or if you’re in a room, you’re going to look around, you’re going to see some really big name people in this space. They’re just people too. They’re just, they’re listening and talking and sharing in the conversation. And it is absolutely a beautiful place just to be authentic, build relationships, learn, give,


grow, and create amazing networking with other companies. And then the last tip I’ll leave you with step number seven is starting your own room. Dive in, create a room. I have literally been buried in Instagram DMS about people asking me questions about clubhouse or companies who want to work with me based on the rooms that I’ve hosted. And now what they know my area of specialty is from clubhouse.


Literally my calendar is totally full. Okay. That is because I dove in and I started a room. I didn’t know what I was doing. And I was like, Hey, you know what? This is my first room I started. It was about the podcast episode of the week. I was like, okay, Hey, cool. I already know that I’m talking about this on the podcast this week.


How cool would it be to start a room? That’s a conversation about the podcast. And so I started a room and it was just talking about five areas of focus for the upcoming year in your business. And that room grew and grew and grew and grew. And I invited people to the stage and I made people moderators with me. And there’s other strategies behind that and why I did that.


We can talk about it another episode. But the reality is, is that just start a room. You know, I was speaking to somebody of course, again and Instagram DMS, and she is starting a business in an area where, you know, she just needs to do a lot more market research. And so I suggested to her, start a room,


asking a question, asking, are there any XYZ experts out there or are there any people with this experience out there, come join my room and let’s talk about it. So she didn’t even have to be the expert of that room just because you hosted doesn’t mean you’re the expert, a great colleague of mine, Heather and Haven would we host a lot of rooms together.


Now started a room a week ago, week and a half ago on how to monetize virtual events. Very simply because she wanted to know how and that room grew to the largest room. We have coasted on clubhouse so far with amazing virtual event and speaking influencers coming to our stage. The whole experience frankly, is blowing my mind. As you can probably hear in my recording of this show.


So you don’t even have to be an expert. Just ask a question. You might say, Hey, does somebody want to co-work with me right now? Hey, is anybody else having trouble potty training their kid? I mean, it can be about anything. Dive in, start a room, get started on this app, building authentic relationships. Okay.


So I don’t think I was succinct as I wanted to be. I apologize for that. Let me recap. The seven steps to get started on clubhouse for entrepreneurs. Number one, go get your username. Hopefully you won’t have to wait too long to get in. Number two, create your bio number three. Connect that’s following your sponsors and intentionally connecting with people and making other networking connections on the app.


Number four, search and find the right topics, the right rooms, and totally random rooms. Just to see how they’re doing things. Number five, navigate the hallway. So make sure that you know how to tap into rooms, how to leave rooms quietly in how to follow clubs, be part of clubs and get more of the topics that you’re interested in listening to in your hallway.


Number six, be you. It’s cool. Just be you. You can show up in your pajamas. Nobody cares be you and number seven, dive on in. Okay. So in the show notes of this episode, which you can find by visiting sweet life podcast.com forward slash two zero nine, I have a ton of links for you. You are going to find obviously the link to download the clubhouse app.


You’re going to find the link to clubhouse guide.com and you are also going to get an opportunity to get notifications from me. Now, clubhouse gives a lot of notifications, so we kind of to create a work around for this. So if you want to know, when I’m chatting in a room, join me in a room to chat. And then all of the other amazing entrepreneurs that I moderate and cohost rooms with,


you can very simply go to sweet life co.com forward slash flub house. Let me say that again. Sweetlife co.com forward slash clubhouse. If you are not on clubhouse, go there. And I send a periodic notes about the rooms that we are in highlights from rooms, in other things that we have seen and experienced just being in this app in the early phases.


So if you want updates, room notes, highlights, amazing quotes. I have about 20 pages of just blow your mind quotes. And then you can get those things by going to Sweetlife co.com forward slash clubhouse, or you can text them word clubhouse to the number (805) 254-0880. All of those things are in the show notes. Also in the show notes, I have provided direct links to join my upcoming rooms.


So if you’re already on clubhouse, you can go to the show notes for this episode and you can click on the direct link to join my show. I hosted a show, not a show room. And so used to saying show with podcasts. I host weekly room every single Wednesday at 12 o’clock Eastern time. And they are business strategy sessions for entrepreneurs.


Very similar to the things we talk about here on the podcast, but you and I get to talk about about it and I get to help you and help you strategize and answer your immediate questions about the topics January 13th. If you’re listening to this show live, I am. Co-hosting a room on license in your content. So how to scale your business by licensing your content.


I’m co-hosting that room with a few different, amazing attorneys that are copyright attorneys, IP attorneys definitely join that room. If you’re thinking about scaling your business by licensing your content courses and other strategies, or frankly, you’re just wondering about it, January 20th, I’m hosting how to grow your six figure coaching business with podcast and PR and January 27th. I am hosting a room on how to create your methodology,


your process, and turn it into your signature offer. Those are all on Wednesdays at 12 o’clock Eastern time. I would love to chat with you in any of my rooms and literally there’s so many other awesome rooms. I can’t wait for you to jump in and join this app when you do make sure you follow me at April beach. And if you aren’t yet,


you can DM me on Instagram. I am at April beach life on Instagram, and I will send you a link, a direct link from IgG on how to get all hard clubhouse, insider notes, and links to join me in all these rooms. Ooh, as longer than I thought it was going to be so much for hanging out with me guys,


I got to get back to clubhouse. Yep. That’s pretty much what it’s like. I’m hosting a room tonight, a female entrepreneurs round table, and so excited to jump in and learn from some of these amazing men and women leaders. And I can’t wait to talk to you in there too. Again, the direct show notes for this episode can be found@sweetlife.com


Forward slash two zero nine. All right. Talk to you guys soon.

Episode 208: How Be A Peak Performer In Health, Wealth, and Relationships in 2021 – with Eric Partaker

208 Eric Partaker 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:

The 3 Alarms, Free Digital Book and Training

Who This Episode is Great For:

Entrepreneurs and leaders in all phases of business who feel like you just can’t catch up, and you know there’s a better way to live. Not sure what Phase your business is in?  www.sweetlifeco.com/quiz


To kick off the new year, I’ve brought Peak Performance Coach, Eric Partaker, on the show to help you get started on the right foot and make 2021 the year you become the most productive version of yourself in multiple areas of your life and business. Eric has worked with and led high-performing teams at McKinsey & Company, Skype, and Chilango. He is one of 300 people worldwide certified as a High Performance Coach, by the High Performance Institute. Over the last 20 years he has studied and modeled the traits and habits of the world’s most successful people, in order to help his teams and clients break through their barriers and reach their highest potential, in both their work and life.

At the end of this episode you will:

  1. No longer waste time
  2. Have a strategy to root your identity in who you want to be (even before you get there)
  3. Stop being an amateur and become a pro

Resources Mentioned:

Email Eric Partaker | eric@ericpartaker.com

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 2021. The first show, and we are starting out with a major bang that is going to be a game-changer for you. I’m so excited to dive in and help you understand how to be a peak performer in your health,


wealth, and relationships this year and beyond with our guest expert, Eric partaker. So let’s chat about what we’re doing here and why this show is so special. You know, as entrepreneurs, as leaders, as human beings, we all want to operate at our highest level. We all want to be that person that we envisioned we would be right. But what happens is we get burned out.


We get stretched thin, and there are some things that just don’t balance out to equal the vision that you might’ve had for what you wanted your life and your company to look like. And so we’re going to dive into that and we’re going to start out with a powerful plan and strategies to really be a peak performer in your health, your wealth and your relationships in 2021.


And let me just tell you, this is not another piece of content or some other podcasts on how to become productive or how to set goals. No, no, no. Our guests today shared strategies that I have never ever heard before. These aren’t the same old, same old things. These things are game changers. You guys, if you watch our video episode of this,


it is totally me behind the scenes taking massive notes. The things that he was saying was just gold. And so this is an episode that is definitely not to miss for those of you that really want to operate at your highest level in 2021. And, and frankly take back control of your health, wealth, and relationships, which are all things that we have left behind struggling with this last year.


We all hope and pray. So let’s talk about, you know, really what you can expect out of this episode. In this episode, we’re talking with Eric and I’m going to give you a bio on him. This guy is super duper awesome. So we’re talking with Eric, who’s a peak performance coach and author of the bestselling book, the three alarms,


a simple system to transform your health, wealth, and relationships forever. And the information on this show, like I said, it’s not going to be the same old, same old. You’re going to discover powerful new ways to increase your productivity, deep root your identity in who you’re supposed to be. And you’re also going to understand how to become even stronger with each challenge that comes your way.


It’s really, really good stuff. You guys. So at the end of this episode, if you apply the strategies in here and the bonus, that’s going to be given to you here with this show, you’ll no longer waste time. You’ll have a, to root your identity and who you want to be, even if you’re not that person yet. And you’ll stop being an amateur and become a pro.


Now let’s introduce you to Eric partaker. Eric’s a CEO coach and mentor, author, and peak performance expert. He was named the CEO of the year in 2019 business excellence awards. One of the top 30 entrepreneurs in UK 35 and under by startups magazine and among Britain’s most disruptive entrepreneurs by the Telegraph, he’s advised fortune 50 CEOs while at McKinsey helped build Skype’s multi-billion dollar success story and has founded several businesses of his own.


He’s a certified peak performance coach and has also completed a coaching certification and apprenticeship with professor BJ Fogg who leads Stanford university’s behavior design lab told you this guys it’s just super rockstar. He continues research evidence-based studies in psychology, neuroscience, habit, change leadership and peak performance. And he is giving you a totally free digital copy of his book. You can cruise over to Sweetlife co.com.


This is episode number 208, and a link to download his book will be found in the show notes. So if you are really ready to make a change that is going to stick and your business and your work and your relationships so good. You guys let’s go ahead and dive into today’s show.<inaudible> Alrighty. You guys, I’m so happy to be joined by Eric partaker here today,


and we’re talking to all about peak performance, peak performance, usually in the past, have you been listening to the show for a long time? We talk about peak performance with extreme and adventure sports. And as that relates to the company you’re building basically. So you can have more time to take off and play with your extreme inexpensive venture sports. But today we’re really talking about peak performance that comes before that something that is not discussed often enough in the entrepreneur space.


And that’s about really performing at your highest level all the way across the board, so that you have an opportunity to reap all those benefits and rewards. And Eric is in the house today, talking all about his new book and how you guys can get to this state of becoming a peak performer and doing this in your business. You can do it in your life.


Eric. Welcome. Thank you so much for taking the time to join us here on the Sweetlife podcast. Super glad to have you tell everybody a little bit about yourself. Yeah, thanks April. And thanks everyone for taking the time to listen. Yeah, I’ve, I’ve been obsessed with peak performance for over two decades, but well, first, definitely in the wrong way.


And then in a, in a much better way. So about 10 years ago, it was all, you know, work. It was hustle mentality, and that’s how I was for the whole first half of my career. You know, so a hundred plus hour work weeks at McKinsey and company and helping build up Skype before we sold it to eBay,


few of my own businesses. And you know, I’m on a plane. Start to feel unwell, Dr. On-board rushes over, takes my vital signs and says, we need to land the plane immediately. I think he’s having a heart attack 10 years ago, playing emergency lens, where to a small town in France, the runway shut down. They take me off into a waiting ambulance where they administer nitrates to open up the arteries and increase the blood flow to the heart.


And as the ambulance sped off to the local hospital, I looked up to the eyes of the French paramedic looking down at me and I said, please don’t let me die. I have a five-year-old son. I didn’t say, please don’t let me die. I need to clear my inbox. And you know, my point there is that as entrepreneurs we’re so into the hustle,


we’re so into, you know, what, what do we got to do next? And, and it can all go at any moment at any time. And what I said in that moment, it really truly changed my life because the next morning I woke up and I thought, you know, all of my success to date at that point had come at the price of my health and relationships.


I almost lost my life. And then the very first words out of my mouth had nothing to do even with my own life. But, you know, with my boy at the time, right, my two boys now, but at the time, my, my only son and then that just struck me as, okay, that’s the three legged stool.


That’s what peak performance means. You know, we need to perform at a peak level across our health, our wealth, our work as a wealth driver and our relationships. And when I say peak performance, I’m not meaning turning. Yeah, I don’t, I don’t mean like in a turn a person into a Ferrari, you know, I mean, close the gap between your current and best self across all the areas of life that matter most,


you know, on the health, you know, work and home front. That’s the mission that I’m on now that I’ve been on for the last 10 years. And my book, the three alarms is, is about that mission. And it’s about how I’ve, codafide it as if you want to reach your best on the health, wealth and relationship fronts,


you need to do it through IPA, like the beer, but better for you and the IPA standing for identity productivity and antifragility. Yeah. And thank you so much for sharing your story. You guys watch the videos of these, you know, any sort of story like that. I’m here, like tearing up behind the scenes, but I understand that there are so many people that are on their way to hit that point without what you’re talking about in this book and,


you know, praise God, you were able to come back and figure it out and, you know, share it with the rest of us and really be able to leverage this to the next level and come in here and step in and help entrepreneurs. And so this is a perfect episode before we were recording. I was thinking, I wonder, are we going to air this?


And this is a perfect one to kick off 2021, because some of the things that you’re talking about, you know, we all want 20, 21 to be different than 2020. And it wouldn’t be nice if we just woke up and the whole entire world that was glittering on January 1st and everything was perfect again. And, and, and it’s okay to want those things.


But what we know is that we need to have a plan regardless of what comes about. And that’s what you talk about here in your book. And I love that now you have worked with really high level executives and entrepreneurs and your work in the past and getting people results in this. And it has really been extraordinary. And so I’m super excited to dig into what we’re talking about on today’s show.


So you say how to become a peak performer with IPA identity productivity, and antifragility, let’s go ahead. Can you dive in a little bit, and let’s kind of dissect each one of these things. So our listeners have an idea of some immediate actions and some areas in their life that they can, you know, rebalance or correct, or take a look at and,


and make some adjustments. Can we dive into IPA and the identity first? Yeah, let’s do it all. Talk about each and a practical tool. And the book of, I give loads of practical tools, but we just give like one quick win takeaway for each, each section. And let’s go ahead and say this too. If I can just interrupt.


You also said, all of our listeners are going to get a free digital copy of your book and we will make sure that is a huge gift you guys, and we’ll make sure that the link to that is in the show notes for this show@sweetlifepodcast.com forward slash two zero eight. So yeah. So let’s go ahead and dive in. Yeah. Cool. And,


and I just want to step back just super quickly once again, and say, you know, 20, 20, it was a challenging year. And part of what I’m trying to do with getting the message out around this book is to have it perfectly timed with making 20, 21, a rebound year making 20, 21 the year where you stepped back up to the plate,


right? Where you take things back up a level and you kind of dust things off and you say, all right, let’s go again. And IPA is the path forward. And, and one other thing to remember, my definition of peak performance is not turning you into a Ferrari. None of this is about achieving perfection. This is just about you showing up as your best self in the areas of life that matter most.


This is about you kind of gaining entry to what Abraham Maslow estimated was the 2% of people in the world who realize their full potential. So IPA for me is about gaining entry to that 2% club. So identity, identity, why don’t we start with identity? So the why here is because we cannot become a better version of ourselves now and going forward,


if we continue to be the person that we’ve always been, that doesn’t line up. So what got you here? Won’t get you there. You need to make a change. And entrepreneurs leaders, CEOs are very intentional when it comes to work, they get it. They know that I need to have envisioned. I need to model myself after that vision,


but they don’t bring that same intentionality often to their health and home, or you know, their, their health and relationships. So what I talk about in the book, the three alarms is how I decided, okay, what is the best version of me look like on each of those fronts? And that’s what I’d like everyone listening to do right now.


Just ha have a thing. If you were to give the best version of you, you at your best, a name on the health front, what would it be if you were to give the best version of you, a name or a phrase or a persona on the work front, what would it be? And if you were to do the same on the relationship or the home front,


what would it be? So I gave an example of what I’ve done with myself. So on the health front, it’s not me who goes to the gym in the morning, I’m a world fitness champion. That’s who goes to the gym in the morning. That’s the person who walks through the door. And when I’m in on, in a particular exercise and I get to the eighth rep,


and I’m not sure if I’m going to get to the 10th, a little voice goes off in my head and says, of course you will, because you’re a world fitness champion. And that’s all being driven by identity because behavior follows identity. When I take a Spider-Man costume and I put it on my seven-year-old Leo, I do not need to teach Leo what to do next.


He doesn’t need to go through Spider-Man training camp. I put the Spider-Man costume on and he starts shooting webs from his wrist, jumping around, making funny noises. Right? So what it really, all I’m trying to do here is to get everyone listening to, you know, remember that you’ve already done this. You did it as a kid. You picked an identity,


maybe when you were playing, you changed into that and it changed your behavior. Same concept. You’re just remembering back to something you used to do. Every time I go to the gym now I’m wonder woman, perfect world fitness champion. Now I have that on my phone as an alarm at 6:30 AM, I’ve changed the name of the alarm. And it says world fitness champion to prompt that intentionality.


Okay, because I’ve segmented my day into three parts and I’ve chosen basically a best self identity that will power each of the segments. And so 6:30 AM world fitness champion goes off. The next alarm on my phone goes off at 9:00 AM and it says, world’s best coach, am I the world’s best at all of these things? Of course not. But that’s the version of me.


That’s going to start the Workday. How does that version of me show up and behave in the world? You know, how decisive inspiring and reliable will I be for my clients? If I’m coming from the vantage point of the world’s best coach versus just Eric and at 6:30 PM, the game-changing alarm for me, we’re all different for me. This is a game changer.


It goes off and it says world’s best husband and father to prompt the, how would the world’s best husband and father walked through that door right now? That’s the power of intentionality, right? So I’ve chosen, what does best look like on the three areas of life that matter? Most, I queue it at a particular time of day, that would most benefit from being powered by that best self identity.


And I get three massive benefits. It brings intentionality into the day. It brings wise counsel, you know, into a moment, you know, okay, what should I say in response to this person? What should I do next? Well, what would the world’s best husband and father do? And number three, it prompts, reflection, because if I do lose my cool with my seven year old,


for example, I’m not perfect then because I had something so high to measure against, I feel like a real jerk afterwards. Right. And that’s good because that’s making the gap painfully obvious and it means that I get better and better at closing it. So that’s the identity piece I’m taking course millions of notes here. I’ve already named all of my different sections of my day and who I am.


So I just I’m appreciating this and eating it up. I’m a sponge here, loving this information. I love that identity too. And it’s so true. Like when along the lines did we forget who we believe that we are rather than, you know, what the world tells us. And so, and I, and I love that. And you’re so right about the fact that as entrepreneurs,


we are so apt to believe that before in our business, but maybe not so much in our health and our personal lives, those things for sure are not the same. Maybe it’s because money doesn’t drive it. And it’s not because they aren’t as important to us. Well, maybe the health at first, you know, so I think this is super awesome.


Loving this so far. So let’s talk about productivity, the identities, EEI, and in IPA, what do you do and what do you recommend as far as productivity and how does that, why did you choose productivity as part of your methodology for obtaining people? Yeah. Great question. So, okay. So context then, you know, setting. So first we start with,


well, who is it that we want to be? That’s the identity piece. So now we’re operating from the vantage point of our best self and the three areas of life that matter most. So what do we do now to make progress? Because we’re just awesome, but we’re standing still, right? And we need to progress. We need to climb the mountain now.


Right? And so we do that through action. So that’s why we talk about productivity because knowledge isn’t power anymore. These days I can Google anything and be knowledgeable about it. Within seconds. Knowledge is not where the game is played. It’s about taking consistent persistent deliberate action. That’s where the game is played. And that’s why we need to optimize ourselves for productivity,


because we don’t want to just be taking any action. We want to take the right action and most efficiently, so smart. So there’s loads I go into in the book and productivity. I actually, it’s a big thing that, although the IPA acronym is it’s only three letters I had to do productivity planning and productivity execution, because it’s about, you know,


plan, execute, plan execute. Right. Right. And I think before you go into it, you’re an expert in this. Did you realize that I know a lot of entrepreneurs that have the best laid plans, but then zero ability to execute. Is that why in your experience of dealing this, you know, entrepreneurs, we can think of these,


Oh, this is going to be the plan. We can even set the plan, lay the plan out the steps of the plan, reverse engineer, the plan, Gantt chart, the plan, whatever it is, but then actually doing it tends to be a lot harder. So is that because we all struggle in this? Yeah. Yeah. Well,


I was a chronic over planner. I would just plan, plan, plan, plan, plan. The other thing though, too, that I noticed with myself was that I was also a world-class procrastinator and may have something to do with the entrepreneurial mindset because of our tendency to dream and to, you know, think about, you know, big opportunities and the next big thing,


it’s almost like this, you know, proneness for distraction, right. Or at least it was for me. And so I had to transform myself from a chronic procrastinator to a super producer. And, you know, we won’t have time to go into all the productivity tools, but I want to drive home. One in particular that I think is mind blowing.


So the average person loses and this, this data, I first picked up, by the way from the book, the one thing, the average person under observation loses 28% of their Workday to multitasking and effectiveness. So the person thinks that they’re multitasking in an efficient way, but what they’re really doing is they’re doing what’s called task switching, going from one thing to the next,


very, very rapidly. And that leads to a 28% loss in the day, because rather than sticking with one thing, they’re jumping around. So when they get back to the thing that they originally intended to work on, they’ve lost their place. They have to retrace their steps at the regain, their momentum, all of this leads to lost time, 28% loss of a day.


Now the book just leaves the stat right there. And I thought, hang on a second. This is like not doing that stat justice. So I took that number and I said, well, let’s generously take off six weeks for vacation in a year. So let’s do 28% loss against 46 work weeks. That means that the average person is losing 13 weeks a year,


which is an entire calendar quarter. So of course you don’t feel productive. Of course you don’t feel like there’s not enough time for everything you’ve lost a whole quarter every year Because you aren’t productive. And because you would have lost all that time. I mean, you’re playing a game of basketball and you’re going against the competition. You get to the end of the third quarter and then news to you.


Somebody says, Oh, by the way, we’ve got to tell you, but you and the rest of your team had to sit out the fourth quarter. You’re like, huh. And you’re like, well, how do we even have a chance of winning then? And they’re like, Oh we don’t. Yeah. It’s. So if we extrapolate that across a 40 year career,


that means that the average person loses an entire decade. What could you do with an extra decade? That’s like two more careers potentially. Wow. So what’s the problem here? The problem is people just jumping around too much throughout the day that in their phone disturbed their, their focus and the concentration, having too many browser tabs, open notifications coming in left,


right and center all of these lures to kind of guide us off our path for peak performance, our path for realizing our full potential that’s the issue. And so what we have to combat all of that with is developing the power of single tasking, which is a bit of a lost art, especially nowadays with smartphones angle tasking is nothing more than making sure you stick with what you’re working on for a good chunk of time.


At least 30 minutes provided there’s 30 minutes of work to do. I like to shoot for, you know, 30 minute chunks throughout my day. And then I take a break after 30 minutes. And the way you can develop the habit of single tasking is by becoming a lawyer for a few weeks. And what I mean, what I read is that lawyers timesheet their days because otherwise they don’t know where to assign the client time.


And when I thought about that, I thought, well, if a lawyer can do this every single day as part of their career, then I could certainly should be able to manage it for like, you know, few weeks. So all I did was I had four columns activity start time, end time, total minutes. And I literally recorded every single task I did from the time I woke up to the time I went to bed kind of before and after work,


I was more like grouping stuff together. You know, it’s like getting ready for example. But once I started the Workday, it was everything. So working on presentation nine to nine, 13, nine, 13 to nine 17, LinkedIn nine and 17 to nine 20, you know, Google search nine 20 to nine 23, reheated coffee and check Twitter.


And the alarming thing that it revealed was just how much task switching was going on. On the first day that I did this, I had 77 entries in my Workday. Wow. As I was bouncing around unknowingly from one thing to the next. So when you do this, it does two things. One, it raises an unprecedented level of awareness in you in terms of where is my time actually going and how often,


you know, am I switching and bouncing around? And then two, it starts to become kind of painful when you have two for the third time, for example, on a day, right. Facebook 20. Right, Right, right. It’s really eye-opening. And I could see how that would be incredibly. Eye-opening really, really fast. And gosh,


I mean, I just think that there is so much last time, by the way, the one thing is one of my favorite books of all time. And we’ll make sure that the notes to that book as well are in the show notes for this show. And I think that one of the things that you’re saying here was really, really interesting, the art of single tasking.


So when we single task and chunk our time and block calendar, a block and tackle and do those things, how fast and how much more of an increased you see in productivity in your clients that you have do that. I mean, is that like instant results that they’re seeing when they actually change these are, what are your case studies working with clients who have,


who’ve really tried to apply this. Yeah, that’s a great question. So we’re not machines, we’re not robots. And so what that means is that we can’t actually reclaim the entire 28% and then that may lead you to believe that, okay. So then I can’t actually get the full quarter back. That’s actually not true because when you start to develop your ability to focus,


it also speeds up your output for the 72%. That wasn’t an issue anyway. Right. So what I see is, well, beyond then the 28% capture, it’s almost like people are becoming twice as productive as they previously were and that’s life changing, right? Because you’re producing more with the time you have. And that suddenly gives you the time that you are yearning for when it comes to your health and your relationships.


And yeah, it’s been life-changing for me to personally, because I just work, you know, with an extreme sense of focus I’m intensely on and then intensely off. And there’s no real anxiety during my Workday. There’s so much to be said to this. Like you were saying, I mean, it’s, you guys are just going to be super excited when you get a chance to experience Eric’s book with that being said again,


there’s so many things we could talk about, but moving on to the anti-fragility, let’s talk about that and why that is so important. We were talking about it a little bit behind the scenes before we started recording. What exactly is that to our listeners who are just wondering, I don’t even know how to define that necessarily in my life. Yeah. Okay.


So let’s play a game. Let’s say that you are a shipping container, you know, and my question would be, well, what does the container or the crate, you know, say on the side, if you’re that crate, what’s your label, is it fragile? And then that means you get hit a couple of times you break. And then my question to you would be,


well, what’s the opposite of being fragile. And then you’ll say probably something like robust, you know, or strong, robust, and strong synonyms, you know? So that just means that, okay, I can kick you a few more times and eventually you break and then you might say, no, no, no, no, no, no,


no, no, no. I’m resilient. Okay. Well, by definition, that means that we can keep hitting you and you’ll absorb the shock and you’ll stay the same. It’s like, Oh, okay, well that’s pretty good. Enter antifragile. The more we kick you, the stronger the crate becomes, wow. That’s where we want to be.


Now people, when they first hear this say, okay, wishful thinking, that’s like, you know something in a Marvel movie, that’s, that’s not reality, but then you’re dead wrong because every single person, your body is a perfect temple for anti-fragility. You stress a muscle and it causes it to grow. You expose the body to germs and bacteria.


It builds the immune system. You expose tissues to, you know, small doses of, you know, ultra by light. And it actually generates vitamin D you’re already, anti-fragile physiologically your body’s already doing it without you even realizing it. So it’s hard coded in your DNA. You just need to get what’s happening in your body, up into your head.


And so anti-fragility is about realizing that the gym, where you go and you train doesn’t need to just be there in the gym. You can turn life into one massive training camp. So every moment of adversity, challenge, frustration, disappointment thing, that doesn’t go your way. It’s nothing more than a personal trainer in the gym of life, walking up to you and saying,


Hey, here’s a Dumbo. Do you want to curl it? And you can either grab the dumbbell, curl it, complete the repetition and grow stronger as a result. Or you can wimp out and walk out of the gym. So it’s up to you. And the antifragile mentality says, yeah, I’ll take that dumbbell. Yeah. And if you’re in an argument with somebody,


for example, and now they escalate the argument, all that’s happening there is that they’re saying here here’s a heavier Dumbo and you could walk away or you could stay there and you can curl it with your best self. So loads of different ways of building this mentally, you know, anti-fragility, you know, that I cover in the book, but probably the most powerful,


I mean, there’s so I have so many favorites, so hard to choose. Okay, I’ll go with this one. If you can embrace this, just this, if you forget everything else I’ve just said, and if you just embrace this one thing, even if you forget to pick up the free digital copy of the book, that’s fine, but just don’t miss this point.


And that’s in 2021. Do you want to remain amateur in life or do you want to turn pro let’s start with an amateur. So the first half of my career, I let an amateur existence by that I made feeling for me, preceded action. I needed feel like doing things in order to do them. So feeling generated action. That’s how an amateur lives their life.


And the amateur will get amateur. Results a pro knows that it’s action that generates feeling the equation is literally flipped, which means they don’t need to feel like doing something in order to take action. They take action, whether they feel like it or not. And in fact, when you really upgrade this kind of way of being or mentality, the less you feel like doing something,


the more discomfort it presents you, the more you step into it, the more you say it’s there for in that direction. I must step, you know, it’s sorta like elite warriors are trained to run towards the sound of gunfire, not a way. Right? And so turning pro versus remaining an amateur, what do you want 20, 21 to be?


And where have you been an amateur in life? And where can you develop a professional mentality and know that action generates feelings, not the other way around. Wow. Eric, I’ve never heard it explained as well as you just explained that there, thank you so much. I mean, that was just, I mean, the anti-fragility part in one of the things you said,


let me look back at my notes here. So I have it, is that the resilience you bounce off and stay the same. And so many you hear that talked about so often like, Oh my gosh, well, you need to be resilient and just bounce around and just pop off this. But what we’re talking about is, yeah, resilience keeps you exactly where you were before you don’t go forward.


You don’t go backwards. You just bounce off and you remain the same in the way that you’ve just explained that with actually changing with actually becoming stronger from each one of the blows, the pushes, the drops, whatever it is super amazing. And I love everything that you said, and I know our listeners are just really going to get a ton out of this.


Not only that that’s so generous of you to give away a digital copy of your book and for your time here on the show, this is the perfect show. So Jeff Goins introduced us. Thank you, Jeff, for bringing Eric here on the show. Jeff was a guest on the show. Oh my gosh. Like almost four years ago now in the very beginning,


when we first launched and he was right on about you being perfect for our audience and your message that you wanted to share. And I’m so glad that you’re here and this is exactly what we were looking for for honestly, for me personally, to kick off 2021, you know, we have guests on the show. I learned so much from you and really wanting to find somebody that was saying exactly what I selfishly personally needed to hear right now is an entrepreneur and a mother and a leader.


And what I would consider was a peak performer up until 2020. And now I just feel like I have been resilient and I have not necessarily gotten stronger through this. And so I will look at myself very, very closely after today’s episode. And I’m super excited to dive in more to the work that you’re doing and really appreciate your time on this show.


And so tell everybody how they find you. I’m really into reading print copies. I love holding a book in my hands, how they can experience your work, where you hang out when you are being incredibly focused and hanging out online, not all the time and how they can work with you when they’re ready to really take their business and their life to the next level.


Yeah. I just have to say April that, you know, when you say, wow, I really needed this personally. Hey, me too. You know, the reason that I’ve done all of this is not because I wasn’t born thinking this way. I had to become an expert about all this stuff because I really needed it. I needed to become anti-fragile.


I needed to become more productive. I needed to start living more intentionally. So we’re all on the same boat on that. So I just wanted to say that. So, okay. The book, if you like print copies of the book, please head over to Amazon, amazon.com, amazon.co.uk. I’m based here in the, in London, in the United Kingdom,


but either Amazon will have the book. If you head over to my website at Erik, Erik with a C Eric partaker, just like it sounds partaker.com got a free digital copy of the book waiting for you there. And I have some free three-part video training with worksheets as well, waiting for you there that will help you further embed some of the concepts in the book I’m coming out with an entire video course that I’m filming actually this week,


like over 40 different modules, all about IPA, which will be available on the website by the time this airs. And then if you’re listening and you’re like, look, I think I benefit from even just a chat, a single kind of peak performance insight session, which, which I run, you know, on a free basis with people, or if you’re like,


I need a coach or any of that, then just get in touch via the website. And, you know, we can have a chat, basically. I’m looking after, at the moment, 24 CEOs, entrepreneurs, other coaches, and they’re running everything from billion dollar businesses down to pre-revenue, you know, they’re just getting their funds raised to start their business,


but they all share the same quest. They want to close the gap between their current and best self. They want to reach their full potential and they want to do it. Multidimensionally and then, you know, my email, Eric, Eric partaker.com. So there you go, Thank you so much and we’ll make sure all those links are in the show notes.


And thank you so much for your time. I am super stoked to kick off 2021 with you, Eric and great to be connected with you. Thank you.<inaudible> Right. And that is a wrap for episode number 208 here at the Sweetlife entrepreneur and business podcast. You can find all of the show notes and the digital copy of the book that Eric’s promised you here on today’s show by visiting Sweetlife co.com


simply click on podcast. And this is episode number 208. And for those of you guys that are really ready to kick off this year with a bang, make sure to join us for commitment week 2021. It is coming up on January the 11th, totally free to join, and we are going to be covering five different aspects to reset and refocus your business for 2021.


It’ll take less than seven minutes a day. You guys it’s insane. We’ll go ahead and leave the link to join commitment week 2021, as well as the link to download Eric’s book in the show notes, or you can also just simply join commitment week by visiting Sweetlife coat.com forward slash commitment dash week dash 2021. Right? You guys be awesome. Can’t wait to talk to you next week.


Bye bye. For now

Episode 206: 3 Tips To Put Family First As An Entrepreneur & Create More Time Freedom – 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 Choosing the Online Business Model That’s Right for You

Who This Episode is Great For:

This episode is for those in Phase 1 – 2 – 3 – 4 – 5 of the Start to Scale Up System™ Not sure what Phase your business is in?  www.sweetlifeco.com/quiz
Small business owners who are looking to gain control of time and manage family and company growth. 


Growing a company while raising a family is a lot of work. Oftentimes entrepreneurs feel maxed out, and “Cat’s in the Cradle” by Harry Chapin breaks your heart. You started your company for freedom, and you know you can obtain it, but you don’t want to wait to sell or years more of hard work before reaping family life’s rewards. 
In this episode we break down 3 practical systems you can implement this week, that require minimal work and will gain you maximum time freedom.

At the End of This Episode You Will

  1. See how you can tweak your business model right now to create more time
  2. Know the power of messy days, how to schedule them and why you’ll love them
  3. Know more creative ways you can connect with your #1 team (family)

Resources Mentioned:


SweetLife Podcast™ Love:

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Full Show Transcript:


You’re listening to the Sweetlife entrepreneur podcast, simplified strategies to grow your service business and launch a life you love faster with business, mental and entrepreneur activator, a probate. Hi, you guys. And welcome to episode number 206 of the sweet life entrepreneur podcast, and Merry Christmas to those of you who are listening to this live and happy holidays to everybody, regardless of what you celebrate here,


we are celebrating family, and I just hope that this show reaches you and that you’re blessed by what we talk about today. Thank you so much for tuning in with us over the holidays. We’ve never missed an episode so far. And this year with all that’s happened in 2020 is no exception. And so today we are talking about three simple ways to put family first as an entrepreneur and create more time.


So whether you’re listening to this live and it is Christmas week here in 2020, or you’re listening to this down the road, everything we’re talking about is a proven business strategy that you’re going to be able to take to the bank and create more time in your life, whatever you want your life to look like. I know that many of you who’ve listened to this show for years.


You know, that half of the time my teenage boys are walking in and out of the door. On the other side of, of my office recording here, you know, with their friends or to the skate park, you know, wherever it is that you are doing life, we need to create a business model, a lifestyle around enabling that. And so this show fits really well into what we’re talking about right now with the holidays,


with, you know, really cherishing life. I think the one thing that for us, it was just such a hidden blessing that came out of 2020 is just really loving being together at home and cherishing time. The one thing that money can’t buy is a second of time. And so a lot of things we’re talking about here on the show we’ve been talking about for years,


but in this episode is all strategies to control time into a create as much time so that you are enabling family first in your business. This episode is for those of you guys who are in any phase of my start to scale up system. And so that’s phase one through five, whether you’re just thinking about starting a business, or you are a seasoned entrepreneur,


that’s making a huge impact this show. And what we’re talking about here applies to all of you guys who are looking to gain control of time and manage family and company growth. Because the reality is, is a growing a company and raising a family is a lot of work. And oftentimes we as entrepreneurs feel super maxed out right in that song, cats in the cradle,


I’d sing it to you, but I’ve a really terrible voice that song comes on and it’s like heartbreaking. And, and I was actually just listening to it last week with my boys. And one of my kids asked guys, you know, I love song, but what does it actually mean? And I was like, ah, you know, it’s about this dad that worked so hard that he never had time for his kid and he regretted it.


And it was like, Oh, that through the gut, I know we feel that as entrepreneurs. So that’s how we were talking about some strategies here on the show. At the end of this episode, this is what you’re going to know. So you are going to see how you can tweak your current business model right now to create more time like instantly right now,


as you’re listening to the show, we are going to talk about the power of messy days, how you can schedule them and why you will love messy days. And I’m going to share with you some behind the scenes about how I schedule these types of things. And you are going to know more creative ways that you can connect with your number one team,


which is your family. And if you don’t have kids in your listening to this show, this family, your family is your support system, your network, whatever that looks like to you, all of our lives are beautifully different. And so whatever that looks like to you, you’re going to be able to take the strategies that we talk about here on this episode and apply them right away to your business and for all the show notes and the resources we mentioned here in the show,


cruise over to Sweetlife co.com. Again, that Sweetlife co.com click on podcast. And this is episode number two, zero six. Okay. Let’s dive into today’s strategies. It’s going to be a real quick show cause it’s a holiday week, but really powerful. So stick with me.<inaudible> Step number one, in order to create more time in your business for family and lifestyle freedom,


we need to look at your business model. So your business model can either bury you or save you. So the first thing I want you to look at is really how you’re serving clients. How much of that time does that of your time, does that take within a week and understand the demands of delivering certain projects or services places on your time, energy and your ability to focus.


First of all, what do you do? Take a look at what you do. Just kind of picture your, your week and how you’re working with clients. Do you work with people? One-on-one do you work with people, one on group? How does that really look in your life? And right now I want you to assess that. And I want you to understand the time that’s required,


that you are spending currently working with your clients and take a look at this current business model that you have. What does that look like? How do you work with people? Is it one-on-one? Is it one on group? How frequently in the first thing you want to do is you want to ask yourself, you know, Hey, is this working for me or is the actual amount of time that I’m spending with my clients taking away time from family?


Now one might say, well, wow, isn’t that great? You know, you’re, you’re so busy. Your business is so busy. You have so many clients. Yes, that is true, but busy doesn’t equal. Good. So we’re going to give you some tips here to take a look at turning busy-ness into profit and time. And so the first thing I want you to do is I want you to ask yourself,


what can I change right now? So that would be, are you seeing clients five days a week? You and these are just some suggestions for you. Can you block and tackle your client days as an example, I only work with clients privately on Thursdays and Fridays. And I’ve shared this with you guys on the show before, and I’ll share with you again,


because I just get great feedback from this time. Number one, I think, I think best when I consolidate my work. So if I know that Thursdays and Fridays are, or my business coaching days, when I work with entrepreneurs and small businesses, then I get in that mindset and I know what I’m doing. I also then can look at my business model and I can say,


okay, all of these businesses are in this same type of need, this same type of area. And so now I’m going to create groups and I actually scale my business model and I always do this again, reassess it. So I have, if I have five clients that are in the same place and need the same things, I actually will offer a group strategy call for those clients.


It’s great for me, it’s great for them to network with other people and everybody gets the same results. So I want you to look at your business right now and ask yourself, can I number one block and tackle my days. And then within those days, what sort of smart scaling can I do for my business model? So can you create group offers?


Can you create some on-demand content that your clients or your customers might want to absorb, instead of saying the same thing to different people? One-on-one can you create maybe an online resource center for your clients to tap into some of your more, more frequently asked questions to help save some of that time or even create a course or an actual program for them to go through online.


Other strategies for you are creating maybe a membership committee, unity, or an online forum this year can be done with Slack or something easily with boxer, where you create a group of people that you want to connect with and you want to help them Connect with each other, but you don’t want to launch a full-blown membership site because that might not really work with your actual business model.


So those are some suggestions of things that you can look at right now in your business, so that you can say, Hey, listen, what can I actually change immediately? What can I actually group together to save my time? And what are the dates phase where I would like to serve my clients? Another reason I haven’t mentioned it here, but why I serve clients on Thursdays and Fridays is because of the entire beginning of my week is on business building content creation and actual strategy.


And so I take care of the business building inside in the beginning of my week, when my mind is fresh. For example, I’m recording this podcast episode on a Monday, usually record on Mondays or Tuesdays. When I know that I can put really powerful, highly impacting content. And then I take care of serving my clients because once I go in and I start immersing myself in my client’s businesses,


it fully takes over all my thought processes. So that’s one of the reasons why I serve clients towards the end of the week. And then I have that weekend break in between. So action item. Number one is take a look at your current business model. Can you group together the days that you serve your customers, serve your clients, and can you make some changes to how you’re serving your clients?


Creating group offers a membership community, or even just an online forum and really take a look at controlling instead of spreading yourself out throughout the week, consolidating your work into different types of work that you were doing at a time. That’s really strategy. Number one, within that same strategy. We talked about this a few episodes ago on the show within that same strategy,


you should be planning your year in advance. So planning what you’re selling when you’re selling it. So, you know, we have a big macro plan and then we have a micro plan week by week. So you really should be taking a look at what’s happening for the year to come. Regardless of when you’re listening to this episode, you can do this at any point in time and really know what you’re selling when you’re selling it and what demands that’s going to put on your life and your family,


okay. Strategy, or I should say, tip number two is my favorite. And I call it for the love of messy days. This is what a messy day is. A messy day is a day that I have scheduled in the middle of my week. My messy day is always Wednesday. And that day is a break between my strategy and my content creation at the beginning of the week.


And my client service at the end of the week, messy days are totally to be spontaneous. And this is an amazing thing. It’s especially amazing if you have teenagers like I do. So on my messy days, I really don’t schedule any client meetings, but this is the day I schedule like the kids’ teeth cleaning, or if I need to stop by the grocery store or any appointments like I would have for myself,


like going to get my eyelashes glued on or a haircut, all of those things are always scheduled on a Wednesday. This is also the day where I am completely able to be spontaneous with my kids. Do I have to get work done? Yes. I still work on messy days. So Wednesday is my favorite day to be this day. But it’s also the day that,


you know, if my kids just want to sit down and, and have a cup of coffee and hang out where I always don’t have somewhere to be, I always can make sure that that is in that day. And they literally throw the plan out the window again. Do you have a list of things you have to get done on messages? Yes.


Are they so regimented and scheduled? Not at all is one of the things I love doing with my kids on messy days is we have this taco wagon down the street and it’s just this amazing Mexican food that’s here in Lafayette, Colorado love taco wagon, and the kids will just be hungry. I’ll say, Hey, let’s, let’s go to taco wagon and grab some tacos and it’s super spontaneous and they love it.


We listen to music. We play music messy days are the days where I can just stop and walk out of my office and share songs with the kids and listening to what they’re listening to, or watch YouTube videos or sit down and play call of duty, which by the way I suck at on Xbox. But I try, you know, those are the things we do on messy days.


And so messy days are a day sometime in your week, if you can’t fit it in every single week, maybe plan and schedule a messy day every two weeks. And again, this is the time for you to know this is when you can fit in your haircuts teeth, cleaning, having to run an errand, maybe go to the post office. But it’s also the day where you can totally stop and have a cup of coffee with a friend who just might really need you call your aunt on the phone,


who you haven’t talked to in forever. And all those things that get scheduled out because the schedule is too regimented. Messy days is totally to not be regimented, but you will love it because you’ll actually get more work done in the other days. When you know, you have your messy day, wherever that may land in your week. And then the third tip I have for you is to really over communicate with your family over communicate with your team.


Again, whoever that is, it can be, you know, young, old, it can be your dog. You know, I used to communicate with my toddlers, my boys, when I was working from home and say, okay, you know, mommy really has a lot of work to do for the next two hours. But after that, we’ll sit down and we’ll watch Mickey mouse together or whatever.


And so as long as you’re over communicating, what’s about to happen with your team. Then everybody is going into that with open eyes and they understand how they can support you in that process. Again, it doesn’t matter if they’re three or if they’re 35, they all understand that. So some suggestions on how to over communicate with everybody, but in a way,


that’s not going to take you too much time because that’s would be against the point of this whole entire episode is number one. Every single Sunday night, just have a quick weekly powwow. We do this all the time. We go through the week, we look at our calendars, see what’s coming up and everybody’s just on the same page. It literally takes five minutes and that’s for a family of five to do,


but it helps to just communicate and what’s to come. It also helps us all mentally prepare for the week ahead and how we want to show up in that week. We also have a nightly pregame. And so a nightly pregame again, literally takes like one minute saying, okay, this is what the morning is going to look like. This is what I have today.


This is what you know, you have going on this next day. This is what this looks like for our family. Let’s again, have everybody be on the same page. It’s also the place where I can take a minute. If my kids need to talk about school or things they’re struggling with and help them strategize a plan to, you know, maybe make up some schoolwork,


which frankly has been a lot since everybody’s doing online school and it’s a freaking mess. I won’t go down that rabbit hole, but it’s a time for me to really connect with my boys and hear like, yeah, I just have this, I have this math test tomorrow. I have no clue what I’m doing and really be able to focus in on them.


And I know that they really appreciate this nightly pre-game as well. Couple of things we also do and we’ve done for years and years and years is we calendar share. We’ve also taught our boys how to add things to our family calendar. So we have one Gmail address where we manage all of our kid and family things. And so anytime one of our kids has something they want to do.


They want to ride to the skate park or they want to go sleep over with a friend or whatever it may be. My boys can add that event and share it to our family calendar. So without even talking, we all know what everybody wants and needs over a period of time. And so everybody’s on the same page without taking any time whatsoever. And you might be asking like,


okay, how do I do this? My kids are five. Well, of course this is age appropriate, but I will say that we started teaching our boys to add things to our family, shared Gmail calendar when they were as young as nine years old. So these kids can do anything with tech, right? So you would be very surprised at the wishes we receive on our family calendar.


And it’s really cool. That’s how our kids get to do things because it’s planned in a way that works for everybody. And then the last suggestion that I would have for you is a family chat or a family WhatsApp channel or family Voxer. If you’ve never tried any of that, those are all awesome places to create a group chat where everybody’s on the same page.


And you as the business owner can even just shoot, instead of calling this person and telling this person to pick up that person, you can just get on your boxer and just say, okay, you know, I’m running 10 minutes late from this meeting. We’re having chicken for dinner. I’ll see you soon, whatever it is that you need to say,


you can, you can put in a box or chat to your family. And it’s a really efficient way to actually create more time. Again, if your family is, is a roommate, if your family is, you know, your other business team, or if it’s friends, whoever your people are, these are three simple ways to put those people,


to put your family first as an entrepreneur and create more time in your business. And so here’s what we talked about today. We talked about how does your current business model and know how to group your days together and what you can tweak and scale and your business model right now, in order to create more time each week, we also talked about messy days,


why you need messy days, why you’ll love them, why your family will love your messy days and really why it just frankly, it’s going to make you think, wow, I’m so glad I’m an entrepreneur instead of wow, crap. This is way harder than I thought it would be. Is there ever going to be a light at the end of this,


you know, constant tunnel of demands, messy days, fix that, like in an instant. So if any of these things I can say, I love my messy days the most. And then the third thing is think of more creative ways to connect with your family, whether it’s calendar share or Voxer and different ways to communicate, whether it’s a weekly powwow or a nightly powwow.


We talked about that as well. I hope you found some of these suggestions helpful to you and your team, your people, all the people that love you. And you know what it’s really special to have people in your life that love you so much. They just want more of you and they need more of you. That’s a gift. And you know,


I know we’re also grateful for that. So it’s really important as small business owners that we take strategies like this business model, calendar share and more practical lifestyle strategies in order to create this time and in life freedom, I’m here to help. I’m here to support you. It’s what I do here on the show. I’m a business strategist, but I’ve built multiple companies with kids.


I think I launched my first business when my youngest was six weeks old. So I totally get it. Whatever phase you’re in of parenting. Thank you so much for listening to this show. Again, happy holidays. Happy new year, let’s kick 2020, like to the curb behind us. And I’m so excited to start 2021 with you. We have a lot of amazing things coming up on the show,


including commitment week 20, 21, five days. I’m only 10 minutes a day to completely lay out your entire 20, 21 business plan coming up here next week. And so I dive into commitment week 2021 with us next week’s episode number 207. All right, you guys, I will talk to you soon. Have an awesome day.

Episode 205: How To Scale With Systems and Grow Your Team – with Ravi Abuvala

Ruvi Abuvala 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:

Access Ravi Abuvala’s Free Course: The Exact Steps We Took To Scale 2 Companies To 7-Figures In 18 Months!

Who This Episode is Great For:

Entrepreneurs and small businesses who want to scale by hiring Virtual Assistants but you don’t have the time to look for staff, the expertise to find the best help internationally or the systems in place to onboard your team to scale faster. 
This show is ideal for entrepreneurs in Phases 2-4 of my “Start To Scale Up System” – Take the quiz to learn your current business status


It’s time to grow your business and you need help. But how do you find the right team members when you don’t have time (or knowledge) to onboard them? In this show, we’ve covering how to hire international help, how to onboard them correctly, and how to do this by using an outside agency. Ruvi Abuvala, founder of scalingwithsystem.com is on the show dishing the powerful secrets his company uses to help other businesses grow and scale with team, systems and “The Ramping Bible”, and how to leverage these in your business right away. 
We’re answering these questions about Hiring/Working With Virtual Assistants
  • When is the right time to hire your first virtual assistant?
  • Should everyone hire one? When would you not want to?
  • Where do you hire your virtual assistants from? What are the pros and cons of those areas?
  • How do you know what to take off your plate (delegate) first?
  • How do you make sure there is strong communication and reliability?
  • Should you hire one virtual assistant for everything or multiple virtual assistants for each task?

At the End of This Episode You Will

  1. Understand the exponential scaleability of teams
  2. Be aware of the need for (or update of) onboarding systems 
  3. Know which onboarding systems to create first
  4. Have all the answers to the questions posed above

Resources Mentioned:

For help building offers, courses or programs that Scale visit www.signatureoffer.com

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 another episode of the Sweetlife entrepreneur podcast. I’m April beach, your host, and I’m super glad That you’re here today is a heavy heading show. And you’re going to get a lot of powerful,


valuable information. I can’t wait to introduce you to our guest, but if you’re a new listener here to the Sweetlife entrepreneur podcast, I just wanted to say, hello. I’m April beach, the host of this show and founder of the Sweetlife company. And we help experts, entrepreneurs and small businesses scale online, develop your signature offers and become the undisputed leader in your space by providing business consulting and services to service-based entrepreneurs and companies looking to grow and scale with online services,


programs, and digital products in everything that we do here on the show. This is our outreach. This is where we deliver proven business trainings from decades of business coaching that you would pay thousands of dollars to get this business strategy. We deliver to you here on the show, totally free. So thank you so much for tuning in, and I can’t wait to dive into today’s show today.


We’re talking about how to scale with systems and grow your team. This is episode number 205, which means all of the show notes can be found by visiting sweet life co.com click on podcast and episode two Oh five on today’s show. We’re specifically talking to those of you guys who want to scale your business by hiring virtual assistants, but you don’t have the time to look for the staff yourself.


You might not have the expertise in the areas you’re looking to hire. And so it’s hard for you to sort actually who’s the right candidate because you yourself may not know or be a master in a certain area, and you need systems in place to scale your business faster. This show is ideal for those of you guys who are in phases, two, three or four of my start to scale up system.


If you aren’t sure your current business status, cruise over to sweet life code.com forward slash quiz, you can just pause this episode for a second and you can just answer six questions. You’ll get your exact business status and a checklist of things you should be focusing on to grow and scale your company faster. So it’s time to grow your business and you need help,


but you need to find the right team members. Today’s cast is absolutely insane. You’re going to love this guy in the very best way. He is the founder of scaling with systems. And on this show, we are dishing out powerful secrets that he uses in his company to scale his business faster. And these are the questions that you are going to know the answers to at the end of this episode,


when is the right time to hire your first virtual assistant? Should everybody hire a VA when you not want to hire a VA, where do you hire your virtual assistants from what are the pros and cons of those areas? So US-based versus internationally. How do you know what to take off your plate and delegate first? So at the end of this show,


you are going to have a list of the most common roles first fulfilled by virtual assistants, by companies looking to scale, how do you make sure there is a strong communication and reliability when you hire out internationally and should you hire one virtual assistant for everything or multiple virtual assistants for each task? Today’s guest expert is rubby of Evolla. And he’s the founder of scale with systems and business accelerator that works to bootstrap and scale their client’s businesses leveraging paid advertising sales funnels,


and fully trained overseas VAs, which is the area we’re focusing on today. And the past 14 months, not 14 years in the past 14 months, he has scaled to seven figure businesses with less than a thousand dollars of his own capital in four commission-based employees. Today, he’s worked with over 500 firms around the world and place 300, excuse me, 630 virtual assistants.


And he’s spoken on some of the largest stages into the industry, including being featured by Fox news, Forbes and entrepreneur. So without further ado, let’s go ahead and dive into today’s podcast episode. Again, all the show notes can be found by visiting Sweetlife co.com. And this is episode number two, zero five<inaudible> Are you guys well, I am joined by Ravi ABA Vala here on the show because it’s time for us to talk about how to scale your business with teams.


And this is not something that comes naturally to most entrepreneurial leaders. You know, we’re really good at our area of genius. You know, our zone of genius, what we do the ways in which we give people Results, but when it comes to scaling, there’s a couple of bottlenecks. One is usually business model and the second one is growing teams.


And this is something that I have really struggled with as a leader of both of my own companies as well. And it’s not something that comes naturally to me. And so I was super stoked that Ravi wanted to be on this show. And today we’re diving into really how to scale your business, not only by initially growing teams, but growing teams and then sub teams,


and really how to scale the actual teams themselves. Some things that I don’t think we talk about enough as entrepreneurs and experts as leaders. So Robbie, thank you so much and welcome to the show April. Thanks so much for having me here. I am super excited, listen to the podcast for a little bit as well. And I know that majority of it is just pure value.


So that is exactly what I aim to give everybody that’s listening to this today. So thank you guys for your time and you as well, April. So thanks for having me here. Yeah, I’m super stoked. Okay. So today we’re Going to dive into a couple of different areas. First of all, remote teams, internationally based remote teams. We’re going to talk about,


we’re also going to talk about your expert process of growing remote teams, how you onboard people, and then we’re going to dive into how to scale your teams within your teams. So I think one of the first questions that we need to tackle for our listeners here is just breezing by this, because they’ll have all your resources and where to find this more,


but just as a foundation, you know, how do people really find expert remote, highly qualified individuals, really outside of the U S to work for them? Yeah, that’s an awesome question. And it’s one that we obviously hear all the time, and I think with anything in life, you have two kind of ways of doing it. It’s like,


you’re going to roll up your sleeves. You’re going to figure it out. You’re going to do it yourself, which is awesome. Especially if you’re just starting and you have like the training and everything to go along with it. And you want to take them from just like an anybody to the expert of their fields. That’s one way to do it. And the other way to do it as essentially,


you know, working with some kind of third-party company or working with a recruiter, to finding somebody who already has a lot of the skills and qualifications of the tasks that you’re looking to get completed, and then pretty much transplanting them into your team at that point. And then you’re pretty much only selling them on your culture and your vision. So you have two different avenues.


You can kind of go down. I see people going through both. We do both, depending on what we’re going, if it’s like a hyper specialized expert in a certain field that like, I don’t even know how to deliver that result. Like, as you grow in scale, if you’re listening to this, everyone’s like go only delegate to people. What,


you know how to do it. Well, then you’re locked in this like sphere of like knowledge. And instead you’re gonna get to the point where it’s like, I don’t know how to do this, but I want to do this. And so, you know, I need to hire someone that already knows it. So there’s that aspect of him, which is a little scary,


but it was almost like, we’ll talk about later, you communicate KPIs. I think it’s okay. And then like on the other side is like, Hey, I already know how to do this. So maybe I don’t have to go find somebody else that knows how to do this. I can just teach this person to myself, but then you kind of create those systems and that ramping Bible that I’m sure we’ll talk about here in a little bit,


that helps them kind of grow along that process. Okay. So this is a really good opportunity. I want people to know, how did you get into this? Like you didn’t, you didn’t start this, did you say I’m going to be a scale expert and help people build teams? So share a little bit of your background in, in why this is now your Ninja skill.


Yeah, so I keep it really short because I want to stay on the value. But very long story short was going to go to law school, graduated college. My dad was diagnosed with stage four lung cancer. I had to go take care of him. Instead of law school, I finally got into law school, decided it wasn’t for me. I dropped out sort of my first company prospect social was an advertising agency and knew nothing about systems.


You don’t think about process. Like I was just like, I’m going to come at this just with pure hard work, like pure grinding hustle mode. And for the first eight months I gained about 50 pounds. I was like losing hair. I was getting gray hairs and I made $3,000. The first six, eight months of business, $3,000 as a screenshot on my website.


You can see it. And I almost thought that I made the wrong decision. Then I hired my first coach or consultants. I went to a mastermind. I hired my first coaching consultant. He showed me really the powers of virtual assistants, the powers of systems, the power of sales funnels. I know a lot of the stuff that you guys cover as well.


I implemented that stuff. Next month, we did $30,000. Within six months, we had done a hundred thousand dollars in one month and now that’s a multi seven figure business. And just from that moment that I hit the map by having that first month to a, you know, a few months later when people started seeing me living abroad and traveling the world,


I just had a bunch of people reaching out to me. How did you do this? You know, we were in the same Facebook group and at the same level and all of a sudden you’re shot up here. And so I just pretty much was like, yeah, that’s pretty much just like the sales funnels and these virtual assistants. And here’s how you do it.


And long story short, you know, I think a lot of great businesses if you know, like Slack or a few others, like it’s never really, the intention for that main business was ever to start it, but you just have people like banging on your door. Like, you know, you’re trying to sell one thing and they’re like, I want this other thing.


And so that was kind of the Genesis of scaling with systems. Yeah. I love it. I love it. And we’ll make sure there’s a link to your company and how to work with you as well to do this. So we have these first hires and it is, it’s such a big problem for business owners. You know, we have these first hires,


but they’re on board, but let’s talk about actually how to interview them. You have a really special onboarding process this too. I know from talking to so many companies and I personally know within my own business that developing the onboarding process is a ton of work to do it right in. Sometimes, you know, you really fail in a way that you’re not going to get the end result for that new person.


So talk to us about your it’s. You call it the ramping Bible and really how to do this, how to bring people, team members on board. Yeah. It’s super interesting. It’s like, you know, anytime you just sit down and I know you work with a lot of like people that are creating their intellectual property on coursework or whatever it is.


And so, you know, I don’t know about anybody else, but when I’m doing it, it’s like, I’m not getting paid for that necessarily yet. And so it’s really hard to like, take that time, carve it out and do it. It’s it’s just like, there’s like leverage data and you’re like, I’m going to get paid later for this.


But right now this is really difficult. And the onboarding process is something super similar. And so a lot of people, they don’t have any kind of onboarding process. They don’t have any kind of training. And so instead what they’ll do is just hire someone and they’re like, okay, go do this thing. Or then they’re trying to spend all this time training them and that’ll work with their first hire and maybe for the hire after that.


But if you’re smart enough, you know how to, which I wasn’t smart enough with just so everyone here knows I had to learn the hard way, but now we help our clients avoid it. You can create this kind of onboarding training process. We call the ramping Bible inside of scaling, which systems is 35 pages long. It’s a Google document. And it literally starts out like we have one for our commission-based sales position literally starts out with just like,


Hey, this is why we’re hiring you. And this is the importance of this position. These are the KPIs. And then these are also the<inaudible>. These are the goals. If you do this, you’re going to make this money. If you do this, you’re going to make this. So there’s no like end of the year bonus, there’s no like,


you know, you’re going to get promoted at Rockefeller. And it’s just like, here’s how you will make more money and graduate in our company. And we lay it out from everything into Z. And then after that, I’m telling them because a lot of people mistake this and they don’t even have this systemized, but why should you work for scaling systems?


Why should you work for this company? Like, what’s the vision here? What’s the dream here? What are our past clients? Like you have to sell your employees on working with you. And if you don’t and they’re going to leave the first opportunity that they get. And so then we have a few pages on like who we are, what my bad,


that story. I just told you a second ago, like about my dad, the lung cancer, the drop out of school. And then we get into kind of the hard skill stuff, which is like, Hey, here’s how you send cold emails. Usually you scrape leads. Here’s how you send LinkedIn messages. Here’s how you do demo calls. There’s do qualifying calls.


I mean, it took me probably two months to get the whole thing together. But now, you know, between the 1800 virtual assistants that we’ve hired in the past two years, and then, you know, I personally have onboarded 35 different team members inside of our company. All I literally do is, and I’ll tell you guys a little hack, which we don’t have to get into,


but our salespeople pay us $1,500 to come work for our company and make us money because we give them a pretty much a done for you course almost. That’s like, here’s how you make money online. These are you doing. And we just have our service as a thing that they deliver for. And so we’re teaching them to be like top 1% salespeople,


you know, top 1% lead generators. And so some of my sales guys, I have a guy in Canada he’s 17 years old and making like close to $10,000 a month at 17 years old selling our stuff. And so if you can have something that comprehensive from a to Z, then you can get a 17 year old in Canada to sell for you.


You can get someone in the Philippines to do ads for you or client fulfillment or whatever, the backend stuff for us, but it kind of all lays on and falls on that foundational ramping Bible or whatever you want to call it. That someone gets whenever they join your company. Okay, that’s genius. I’m sold. I want your ramping Bible. And I want my own ramping Bible for the Sweetlife company.


Absolutely. You know, I thought our brand introduction onboarding process was cool. Well, definitely no where doesn’t even hold a candle to this. So if you guys are listening, clearly this is the gold standard. This is what needs to be done that alone. We could end this podcast episode on, well, you could just do that. You’re going to scale exponentially just by doing that,


this ramping Bible, you have it for your own company and your own systems, but then do you also help other companies develop their own ramping Bible based on what you have established there? Let’s talk about that a little bit. Yeah. A hundred percent. So like if I was to just get people, the Randy Bible straight as we haven’t and probably overwhelmed a lot of people,


right? Unless they like have multiple team members already and they have people to work on and consume the content. It’s like people would lose their minds. So instead we’re kind of build pieces of the ramping Bible together. So they get to see ours, they get understand what is involved in ours. We help them build it. But instead of being like,


Hey, do this for every position in your company, usually cause we place these virtual assistants for our, we start there and we’re like, okay, this is what they need to be trained on. And we actually train them for our clients. So we do, they do a 60 day bootcamp and we do all the work for them. So they’re kind of getting the done for you,


virtual assistant, but then it’s like, Hey, you know, what do you need to, we teach them how to great, obviously SOP standard operating procedures. So, you know, what do you need to reference back to what happens if you make another hire, right? What happens this virtual assistant leaves, whatever it is. And so we help them build this ramping Bible with them.


And we usually start in the lead generation side because that is an, our experience where a lot of people are lacking in their business is just like, you don’t have enough appointments or people in their calendar. And then once we get past that, then we can start talking about ramping Bibles for sales or ramping Bibles for our account management or ramping Bibles for chief operating officers or any one of those other positions.


Yeah. So we kind of help our clients create that after they joined scaling with systems and then we’ll give them the virtual assistant, who’s going to go through it already, fully trained. Right. Oh my gosh. What an amazing outline, what amazing program you guys have. Okay. So this brings us to the next area that I really want to talk about.


So the majority of the listeners to this show are established small businesses, but if you really, they call us micro businesses. You know, if you look at a small business, it’s still, you know, a hundred people. So we’re talking, you know, businesses that have anywhere from eight to 20 team members or businesses that are listening to this show that might only have three team members right now,


but they need to get to 12 in order to fulfill all the roles within their company. This brings in so many other growing pains as far as from a management and scaling standpoint. So talk to us about your expertise, what you can pour into our listeners when it’s time to actually scale the team itself. What are the primary roles? We talked about a little bit behind the scenes before recording,


but what are the primary jobs that most companies seem to fill first when they’re starting to delegate and grow their team? And how do you recommend companies go about managing that scaling process within the team itself? Yeah. So there’s a great concept called a scorecard. I didn’t create it myself. It was from the gentleman who created HubSpot. They wrote a great book called inbound marketing,


and they’re talking about the scorecard inside of there. And the idea of it is like, you know, every day as a CEO, other team members should be reporting on their scorecard to you the 10, 12, 15 most important statistics in that company. So, you know, number of leads generated number of appointments, you know, number of cash collected yesterday.


You compare that to last week, whatever it is. So the first thing you have to do before you even talked about scaling a team and making the hires is like, are you systemized? And then once, you know, you’re systemized, if someone was going to take this role, what is the expected KPIs? Where’s this expected goals I would want them to do.


And a lot of people’s like, I don’t know, but let’s just say, have you focused solely on email? And you knew that you could send out 300 emails a day and you could probably get five people. That’d be interested in what you’re doing. Then, you know, that’s while you’re still trying to juggle 15 other things at the same time.


So if you hire one person to do this, full-time they could probably get eight to 10 leads day. That’s a, probably an average or a conservative number to use. And so then you hire the person who said, Hey, I’m expecting eight to 10 positive responses, leads, booked appointments in my calendar. If you do this every single day, they say,


yes, you go great. Then what you’ll do is you’ll try a bunch of things out, LinkedIn, email, Facebook, Instagram, or whatever kind of department that you’re in. Obviously whatever’s relevant to that. And then you’ll see what’s working and you’ll see what’s not working. And a lot of times it’s like one thing is blaring obvious that it’s working.


And a lot of other things aren’t. And the biggest mistake, I see people doing whatever their scaling teams is. They keep everyone focused on this like kind of general level where like, everyone’s just doing everything instead of being like, okay, majority of our booked appointments are coming from email, but I keep on trying to do Facebook messages or LinkedIn messages or whatever it is instead of okay,


email works. I’m gonna put you full time on email and they’re going to hire another person to do full-time on email as well, but that’s doubling our efforts. So the first thing that I’ll usually say is like, you figure out what’s working through your KPIs and your scorecard. And then you can double down on that as long as it’s something that you want to double down on such as sales or lead generation,


right? The typical flow that I see people doing in a business, especially higher ticket service based businesses, which is kind of what our wheelhouse is, is virtual assistants for lead generation is mostly the number one thing that you do then what’ll happen is pretty soon you’ll get so many leads that you literally can’t do. The sales calls. You’re like, you know,


dizzy from doing eight to 10 sales calls every single day. So the second hire that we used see is sales. And at this point you have kind of the front end of your business taken care of. You’re waking up, you’re out, you’re having the BA generate leads, a sales person closed deals. And now you have the back end you’ve got to work on.


And I know you work with a lot of hyper scalable or you help people become hyper scalable through like courses or kind of intellectual property. Exactly. So then we start working on that. How do we kind of make your offer a little more hyper scalable? So before we even hire somebody, you know, you don’t want to hire someone in to do something that’s inefficient because then you’re just spending money to do something that’s inefficient.


So how can we streamline your backend process a little bit more, your offering your coursework, whatever it is, working with one niche. And then you’ll usually hire a virtual assistant of a bill for you or some other specialized person. Then it’s an account manager to handle everything that’s going on. And at this point you’re pretty much just operations, right? You got someone generating leads,


you’ve got someone closing leads, you’ve got someone onboarding clients, you got someone delivering for you. And that’s honestly all really low cost because you’re using virtual assistants and commission only salespeople. And then you kind of have room to do the next hire, which is a little more higher level, but just like chief operating officer, essentially, this is the person that is now managing all these people.


And they’re the ones that look at the KPIs and everything else. And now you’re pretty much free to do what, like I’m doing. A lot of my other clients are doing which like podcasts and play with ads and do content and grow a YouTube channel and work on your products onto the backend stuff, which is a dream state for me personally, I had to make sure that the whole company is growing and scaling month over month.


Right. And, and you’re the only one that can do those things. Nobody else can do those, but you, you know, it’s your genius. And I, and I absolutely love that. And so what we’ve done is a company is, you know, we grow really, we have grown from the top down and I say this the time on this podcast.


So my listeners know that I really suck at management. I don’t mean to be, I’m really nice, but I’m just not a great person to work for because I’m super entrepreneur creator, not, you know, not a great systems person, but then Kevin’s, I have those systems people to do that. But you know, we’ve really grown it from that CEO position that,


you know, CMO position and then down. But I love this idea. Granted, we started growing 16 years ago, but I love this idea about really filling this in. So are companies that come to us and the people that listen to the show, I mean, everybody knows the power of scaling. They just don’t know how to go about it.


And there’s budget different ways. We’ve talked about scaling, you know, scaling your offers, you know, to figuring out your systems, how your, your business model, which is all the stuff that I geek out on this scaling through teams is absolutely seems the first foremost, everything you should be thinking about those you guys who are listening, whether you’re just getting started or you’re just at that tipping point where it’s time to scale.


For sure. I want you to process what re what Ravi is saying here, because it’s incredibly important and I totally see this. Okay. So let me ask you some questions here. As I’m getting through to kind of thinking about some questions that our listeners would be asking. So we talked about finding the right people and whether you outsource or, you know,


you’re, you’re kind of going through the process of finding them on your own finding the right people is, is a big, heavy lifting job. And so that is something that your company takes care of. And we’ll make sure that our listeners know how to find you this ramping Bible, again, huge project, huge project. And so based on where our listeners are in this love the value of taking your expertise in your template and creating their own from that.


And one of the things you said that was really important that I just want to hit on is having our team members find themselves in our mission is a big thing. I know for me personally, we just got back from our 20, 21 planning retreat in Florida. We were in Florida last week. And one of the biggest things for each one of my team members has been like,


okay, what is your vision? And how can you find your vision within my company? You know, how is this great for you in addition to being really awesome for me too. And so I love it. That’s something that you guys hit on and there, do you feel like we can do that as well with international teams as we can growing US-based teams?


And how do you create that culture within your team? I did not tee you up for this. You did not know I was going to ask this, but how do we create that sort of team culture when your team is spread out all over? So I’m super happy you asked it. And, and it’s funny, cause like culture is kind of like one of those little buzz words that people just say,


you know, on an Instagram video or whatever it is. But if you have a team, you understand that like culture is the difference. If like when COVID happens and you’re a business campaign payroll that they’re still working, right? Like that’s a difference in culture. And obviously, luckily we didn’t have that problem because we’re online. But like my brother had that issue cause he had restaurants.


And so culture is a difference in like, you know, you not being able to make salary next month, culture difference. And like you having to ask someone to work later when it’s, you know, it’s supposed to be their night out with their girlfriend, whatever it is. And they are like, no problem, I totally get it. And like finding those people,


it’s a great book, good to great. By Jim Collins, he talks about, you know, getting them on the bus and it’s like finding those people is super, super important. And to do that, you have to develop the right culture and that really starts with, and I’ll be really honest. I will listen. I was really great at this in the beginning.


Then we went from six employees to 36 in a matter of three months. And like, I really lost myself and I lost that kind of culture. Like the address was delegating. Like you didn’t do the culture, you do the culture, whatever it is. And what I’ll tell everyone here is why I brought it back from me and what it was in the beginning was like every 90 days we have performance reviews with our employees and I delegated those out for a little bit time.


Cause I was just so busy, but we care about personal financial and professional goals. So we would say, Hey, you know, what’s been going great the past 90 days, what do we need to work on? You know, this is both of us, everyone get the feedback. They can knock the CEO. They want to, I think it says,


awesome. Let’s talk about goals here. So in the next 90 days, and then even further and beyond what are your professional personal and financial goals. And so some of our team members it’s, I want to lose weight. So when I go back home from Thanksgiving or I go home for Christmas, you know, I look better or maybe it’s like,


I want to be able to buy a house, but my credit is for whatever it is and what you’ll realize. A lot of times it doesn’t have to do with money. Like these are not money goals here just like access to certain things or knowledge or information. And so what you can do as a company is help them reach those goals. If they help you reach your goals.


So Hey, if you hit these numbers that we send this many outbound messages. If we get this many books appointments, then I will pay for a credit repair service. So you can start getting your application for your home, whatever it is. And I was doing that really well in the beginning. But then, like I said, I lost touch.


And recently, literally about a week ago, right in the middle of the move from California to Florida, I’m doing 36 performance reviews in three days. And I’m just like 12 a day, pretty much. I’m like, Oh my God, I’m going crazy. But in that timeframe, I actually was able to like finally go back down and touch every single person and just like hear how much our company has impacted them.


And then like what their future goals are and what, and at the end of every single call, they’re like Ravi, I can’t believe you took the time out of your day to do this call with. And I’m thinking in my head, like, I’m grateful for you. Like, please don’t leave me. Like you’re in the big part of this.


I’m not, this is nothing like you’ve done everything up to this point. And so I guess that’s the point of building that culture has to really do with like asking your employees what they want, including overseas virtual assistants. The ones that were the most honest with me were the ones in the Philippines. And they were telling me like, they want to have kids,


but it’s a little difficult for them to have kids because of like biological reasons. And so we’