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    14 | 6 Steps and 1 Tool to Organize and Streamline Your Coaching Clients

    14 | 6 Steps and 1 Tool to Organize and Streamline Your Coaching Clients

    FromThe Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

    Start listeningView podcast show

    14 | 6 Steps and 1 Tool to Organize and Streamline Your Coaching Clients

    FromThe Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

    ratings:
    Length:
    17 minutes
    Released:
    Aug 1, 2023
    Format:
    Podcast episode

    Description

    Are you a coach seeking to elevate your practice by streamlining your client management process? Do you often find yourself overwhelmed with juggling client information and yearn for a smoother coaching experience?


    Look no further! Join me in this transformative episode where I unravel the secret to effortless client management. Over the past 3 years, I've honed a simple yet powerful 6-step process, complemented by an indispensable tool - The Client Tracker - that has revolutionized my coaching practice and the experiences of my clients.


    I'll guide you through the 6 easy-to-implement steps and unveil the one tool that will empower you to create a well-organized and seamless client journey. Say goodbye to technological overwhelm as you embrace a confident and prepared approach to your client sessions.


    Leave behind the stress of scattered information and embrace the path to a harmonious coaching relationship. Tune in now and embark on your journey toward becoming a more effective and empowered coach. Your clients will thank you for it!
     
    Resources:
    Client Tracker
    Idea Tracker
    FREE File Naming Formula Cheatsheet
    Get Time Freedom with a Systemized and Organized Business 
    FREE Workshop: 3 Secrets to Organize Your Digital Files 
    Connect with me:
    Website 
    Email 
    Instagram 
    Released:
    Aug 1, 2023
    Format:
    Podcast episode

    Titles in the series (56)

    ❓Do you feel like you’re constantly putting out fires instead of creating an organized, streamlined, and automated business? ❓Do you struggle to stay organized and on top of your to-do list, overwhelmed and bogged down by administrative tasks? ❓Are you ready to scale your business but need help knowing where to start implementing systems? ❓Would you like to work less and make more money? ❓Do you want to create a healthy, organized mindset that will set you up for success? If you answered yes to any of these questions, my podcast is the perfect resource. I’m here to help you get your life coach business organized, systemized, and streamlined, so you can focus on what really matters: helping your clients. As a 15-year veteran professional organizer and certified life coach, I understand the unique challenges of being an entrepreneur and running a successful business while also serving clients. I’ve helped hundreds of people get organized. But organizing my own business was more challenging than I thought. I had to figure out what worked, how to create processes, what software programs to use, how to track clients and leads, schedule social media consistently, and so much more. My journey hasn’t always been easy. I’ve faced my own share of obstacles and setbacks, and I know how difficult it can be to navigate the ups and downs of entrepreneurship, keep things organized, and create systems and procedures ALL while doing everything else in my business. That’s why I created this podcast, to share the strategies, tools, and mindset shifts that have helped me build a strong foundation in my own business. That’s also why I’m passionate about helping other life coach clients overcome these challenges and achieve success on their own terms. Through my podcast, you’ll learn how to: ? Streamline your business processes and automate repetitive tasks ? Build a solid foundation for scaling and growth ? Develop a healthy, organized mindset that supports your success ? Prioritize and create an organized calendar so you can work less and make more money ? Reach more people and make a bigger impact ? Organize your office, paper, digital assets, Canva, and anything else that I can think of that would help you. Whether you’re just starting out or have had your coaching business for years, my podcast has something for you. If you struggle with ADHD or feel like you’re missing the organizing gene, I can help. If you love all things organizing, this will be easy and fun! So if you’re ready to take your life coach business to the next level, join me on this journey and let’s get organized, systemized, and streamlined together to become Organized Coaches! ✅ Learn → https://simplysquaredaway.com/ ✅ Connect → tracy@simpysquaredaway.com ✅ File Naming Formula Cheat Sheet → https://bit.ly/3Ztn5g6 ✅ Systemize and Organize to Scale → http://bit.ly/40IkFLK ✅ Instagram → https://www.instagram.com/tracyhoth/ ✅ FREE Workshop: 3 Secrets to Organize Your Digital Files → https://training.simplysquaredaway.com/3-secrets-workshop ? Book a call with me where I help you create your business’s File Structure → https://simplysquaredaway.com/call/