Most coaches I work with started up their business by networking and getting referrals.
While this can be an excellent way to start up, as soon as they begin increasing their client base, they also run out of time to continue networking. Their calendar is full of coaching sessions and there is less and less time and energy to go out and have the conversations required to get more clients.
Sound familiar?
If you are wondering what the next step is, this article is for you.
Because now is the time to start streamlining your business by installing automatic systems.
Automatic systems can help you:
Below are five systems that you can use right now in your coaching business.
System #1 – A Calendar System
All the back and forth messaging to try and arrange a meeting can take up so much time. Would you like someone to take care of all that scheduling for you so that you can use that time on other things?
Good news - You don’t have to go out and hire a personal assistant. An automatic calendar system can do the job for you.
A good calendar system works like that:
System #2 – Automatic Networking follow-up campaign
Networking can be an excellent way to build relationships, exchange referrals and find potential clients. But a major aspect of the success of networking is following up with new contacts you meet in networking events.
To streamline your follow-up efforts and save time with this process, I recommend creating a networking follow-up campaign.
This is a simple system that works like that: When you add a new contact into the campaign, the system automatically sends a series of follow up emails and SMS messages, eliminating the chance of missed opportunities due to referrals or leads falling through the cracks.
And, isn’t the fortune in the follow-up?
System #3 – Online Lead Capture System
A prospective customer is very unlikely to hire you during their first visit to your website. This is why it is essential to have a lead capture system in place.
A lead capture system can take many shapes and forms. They all have the following in common:
System #4 – An Introduction Email campaign
Congratulations, you have new subscribers!
But this is only the beginning. Now is the time to nurture the new relationship.
You start by sending a welcome email campaign.
The welcome email is your chance to introduce yourself and to build a relationship that feels more personable. Here is how it’s done:
Note: The welcome email campaign is sent only once to each contact. It is important to have a mechanism to ensure that if someone is added to your database again, they do not get the welcome email a second time.
System #5 – Automatic New Client Onboarding campaign
As a coach, you probably already have an onboarding process. This is what you do right after a new client signs up for your coaching services. You may be sending a welcome email or video, invite them to schedule your first one-on-one meeting, let them know what to expect and much more.
A positive onboarding experience confirms to your clients that they made the right choice. It also, ultimately, helps you retain them as clients.
Instead of sending emails manually, implement an automatic system that can be triggered by their first payment of when they sign a contract with you.
When you set up an automated system for onboarding you can take all your hard work in preparing a campaign, enter the information once and let the sending be done for you.
In conclusion
You now have a roadmap to streamlining your coaching business with automation.
If you're ready to streamline your coaching business and you feel you need some help, let's talk.
