In case you prefer watching me explaining how adhd entrepreneurs can offboard clients... video version's above!☝️
The perfect offboarding system for ADHD entrepreneurs to set ex-clients up for continued success!
Oh boy, this episode's topic can be a squirmy one: how to offboard clients who have become too successful with you!
It's about finding balance when your clients just can't get enough of your magic touch but you know they've outgrown you.
It's a delightful problem to have, but still a problem, am I right?
So let's work together to solve it!
Hey, I'm Katie McManus, business strategist and money mindset coach, and this is my podcast "The Weeniecast!"
The seduction of reliance
First off, a little warning!
While some coaches love creating that clingy client relationship, that’s not my jam.
It's like teaching someone to fish but then tying them to the pier. Nobody wants that. Least of all your client.
So, I'm all about showing you how to empower my clients to avoid getting gobbled up by that fail whale.
Have you ever thought about why establishing independence is crucial for your clients' long-term success?
There's this move we need to dance between nurturing a client's growth and knowing when to let go of them and wave them on to their next phase.
I'm sharing a couple of personal stories in the episode if you want to listen (click play on one of the players on this page) - one involving a client who found personal growth overtaking her business goals, which leads us to question the very definition of success.
And the other one which talks about an interesting business dynamic I have with my podcast producer, who does all the things.
This is counter to how I'd normally work as a service provider, but it works for him and it's ideal for me!
But in case you're more of a reader...
Celebrating your client's achievements
Ok, so you’ve hit the jackpot! Your clients are smashing their goals left, right, and center.
But guess what?
They've got aspirations bigger than Everest and are hungry to put their stamp on the world. And you're realizing they're equipped with everything they need now to make it happen.
It's our role to cheer them on, solo!
Not only is it the ethical thing to do, but it's a sign of your quality as a coach.
Which brings us on to the next part...
Getting the testimonial.
But it's not a simple case of asking them to say nice things about you.
You need to help them with the packaging and set them up for success.
After all, it's their goal to help you get more clients, right?
Make it as easy for them to do that as possible.
You're great at what you do.
They think you're great at what you do.
It's time for them to tell your future clients that you're great at what you do!
But what happens when a client's personal growth overshadows their business success? This happened. I share the story in the episode.
But in summary, I worked with a client who didn't act on the training I gave her. She gave me a gushing testimonial anyway, because the outcome she thought she was going to get wasn't the one she actually got.
Which was clarity and focus on what she actually really wanted!
Don’t Be a Marketing Yo-Yo
Consistency is king. That won't be news to you. Every single person in the world that's read "Marketing for Dummies" (I have no idea if that actually exists but anyhoo!) will tell you this.
Skipping the marketing yo-yo means avoiding the dreaded feast or famine cycles.
I talked more in depth about this on my recent episode about boom and bust.
Here's the link to listen right now if this is a major and regular stop on your struggle bus and you want to pass it from now on!
Assuming you've listened already, let's look at how you can maximize your chances of a successful offboarding situation with your client.
Or choose your favorite app:
The Art of Offboarding
Bittersweet is the parting adieu as our clients sail into the sunset. Hey, I need to keep practicing my French so I don't lose it.
Side note - did you catch the video of my producer and I the other day where I explained the subtle difference between English and French when it comes to refrigerators.
Oh my god.
Here it is.
Anyway, back to the point!
Here's the lowdown on offboarding.
Wrapping up with finesse and inviting those much-coveted testimonials without the ick factor.
Creating a smooth offboarding process can be emotional, but it's necessary.
I mean, who doesn’t love a tidy conclusion?
So make sure you do the opposite of what my former Fractional COO did.
Send everything they're gonna need to continue with success, in a simple and clean fashion, whatever that will look like for them.
Got some videos hosted that won't work for them once they've completed with you and you've closed their account?
DOWNLOAD THEM FOR THEM!
This is so important.
You do not want a situation where they're complaining about you to their business besties because you've left them more frustrated than a hormonal Hermione when her spells aren't working!
Stay in Your Professional Lane But Do You
I'm friends with all my clients. And that's how I like it. But you do you, boo.
If you want to keep those boundaries clear, then that's goods. But still check-in regularly, my weenies.
Even though we're bonding with outstanding clients when we're working with them, that doesn't have to be the end of our story.
This isn’t summer camp.
We're here to do a job, and do it well.
But staying in contact in way that feels safe and appropriate can help with keeping you front and center in their mind when they're referring their friends to people who can help.
As always, if you need help with understanding any of this, or feel you need me to help you design a strategy that will take care of all of this for you, you know where I am. And if you don't, my contact details are below.
Now, tell me, what's your offboarding process like? Share your perspective; I'm all ears!
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Timestamped Summary:
00:02:12 - The dangers of fostering dependency in our clients.
00:05:20 - The necessity for steady marketing.
00:08:45 - When coaching becomes personal development.
00:12:30 - Maintaining professional boundaries.
00:15:45 - Real-life examples of clients who thrived after completing with me.
00:19:55 - Why referring a client to another coach is sometimes the right move.
00:23:10 - How organized offboarding influences referrals.
00:28:25 - How to ask for GOOD testimonials, without awkwardness.
00:33:40 - The emotional and logistical elements.
00:37:50 - Proactive communication when discussing service cancellations.
Your next steps after listening
Realizing it's time to work with me? Book your free initial strategy call with me - weeniecast.com/strategycall
Get more support in your ADHD entrepreneur life by joining my hyperfocus community! - https://weeniecast.com/hyperfocus
Wanna get this content earlier, and totally unbleeped? Subscribe to the Apple Podcasts premium version of this show - https://weeniecast.com/winners
Want to just buy me a coffee in return for some helpful insight? Thank you! Here's where you can do that - https://www.buymeacoffee.com/katiethecoach
My May Birthday challenge
Clients can't hire you if they don't know you exist... Which is why it's SO important to post content to Social Media.
Consistently.
But that's easier said than done...
To learn how to post consistently, you have to DO consistently. Which is why I've created the 31 Day Challenge- to hold your feet to the fire so you can create content, post, and finally attract your ideal clients to you, rather than chase them down...
00:00:00
In this episode, I'm going to tell you how
00:00:03
you can handle when your clients have too much success with you and it's
00:00:07
time to flee the nest. Hi, I'm Katie McManus, business
00:00:11
strategist and money mindset coach. And welcome to the Weenie cast.
00:00:14
Squirrel. One of the coolest things about starting a
00:00:18
business based solely on work that you're passionate about
00:00:21
doing and being super conscious about developing
00:00:25
a niche that attracts people who are not only your
00:00:28
ideal client, but are just your ideal people.
00:00:32
Like, they are the people that if you bumped into them in the real
00:00:35
world, if you weren't running your business, you would probably become
00:00:39
friends with them. It is one of the greatest joys
00:00:43
in the world, because not only are you making money doing
00:00:46
what you love, you're making money working with people who
00:00:50
you genuinely enjoy spending time with. And you're not just
00:00:54
working with them, you're helping them transform some
00:00:58
element of their life. It is one of the
00:01:01
greatest gifts that we can give ourselves is to start a
00:01:05
business where we get to do that day in and day out.
00:01:09
But it does have its dark side.
00:01:16
When a client starts to work with you, they're gonna work with you for a
00:01:19
bit, and there's gonna come a moment where they're done.
00:01:23
Your work with them will end. And I can tell
00:01:27
you, as a coach, there's, like, a certain sadness. There's a very specific
00:01:31
sadness that comes along with completing with a client.
00:01:35
Mainly for me, it's I get sad that I'm not going to get to talk
00:01:38
to this person every week. You know, I get really close with my
00:01:42
clients, and oftentimes we continue the friendship beyond our
00:01:46
professional engagement. But as a business owner, when a client
00:01:49
completes with you, there are some other things that go into it. A,
00:01:53
you no longer have that income coming in, so you then have to start thinking
00:01:56
about backfilling that client. B, there's also this element of,
00:02:00
oh, my God. Like, was I good enough? You know, you can start getting imposter
00:02:04
syndrome because they don't want to work with you anymore. Even if
00:02:08
they're done working with you, because they reach their goals, it's super
00:02:12
easy for that voice of doubt to pipe in and be like, oh, you weren't
00:02:15
good enough. They're done. They don't want to work with you anymore. They probably never
00:02:19
want to speak to you again. They're probably just being nice because they don't want
00:02:22
to be rude, because they don't want to, like, leave this uncomfortably. They
00:02:25
want you to feel good. But like they're going to tell everyone that you suck.
00:02:29
And see, once you get over that imposter syndrome,
00:02:33
one of the things you want to prioritize is getting a testimonial from this
00:02:36
client. So I want to walk you through how you can set up an off
00:02:40
boarding process that is going to work really well for you and
00:02:44
really well for your clients and have you ending those relationships. On a really
00:02:47
solid note, I'm also going to walk you through what my philosophy
00:02:51
is when I complete with clients. So you can kind of see how I put
00:02:55
it into practice and how I use this philosophy to really
00:02:58
help me strategize my whole business.
00:03:03
So how you off board clients actually starts with
00:03:07
how you onboard them. One of the things that you want to design
00:03:11
with them, either verbally or in your agreements,
00:03:14
is what it looks like to complete. So let me give you a couple
00:03:18
examples here. So if you're doing contract work where
00:03:22
they are signing up to work with you for a very specific amount of
00:03:25
time, you're starting with them in January, you say that you're going to work with
00:03:29
them for nine months. So that means at the end of September, your
00:03:32
contract is going to come to a close. And that is where they have the
00:03:36
option to either finish the work or sign
00:03:40
up for, for another contract. You want to know that going into it. And
00:03:43
of course, your client's not going to sign up not knowing that, so it's really,
00:03:47
really necessary. You can also have it set up in a way where
00:03:51
clients just sign up with you and they pay you monthly until they're done. This
00:03:54
is the retainer model. This is the model that I find works really, really
00:03:58
well. If you are charging less than
00:04:01
$1 a month. Once you start charging more than $1
00:04:05
a month, that whole model of it continues forever until you say you're
00:04:09
done. Gets a little squirrely. Clients have a kind of a hard time
00:04:12
sticking with something when you're charging that much. But if you do
00:04:16
have that retainer model where it's just continue until you're done, you do have to
00:04:19
explain to them how they ask for cancellation,
00:04:23
right? Cause remember, it's awkward for you. It's awkward for them. When you're
00:04:27
working with someone and you're paying them, you're aware that you are making up part
00:04:31
of their income. And it's one of the hardest
00:04:35
things to say, hey, I no longer want to pay you for this thing.
00:04:38
Even if it's coming from a really amazing place, even if it's coming from
00:04:42
like, you've helped me reach my goals and I'm so happy for you. To make
00:04:45
this a positive experience for everyone involved, you have to be the person
00:04:49
who lays all the cards on the table first. And you need to be very
00:04:53
specific about, here's how you do it, and here's how you notify
00:04:56
me, and here's the conversation we're going to have, and blah, blah, blah, blah, blah,
00:04:59
blah, blah. And as you're imagining this, you're going to
00:05:03
get really squirmy, right? You're going to get really uncomfortable because
00:05:07
this is going to be an uncomfortable conversation. And that's
00:05:11
okay. It's okay for you to get squirmy about it. It's
00:05:14
okay for it to feel unsettling for you. But
00:05:18
the more you lean into it, the more you're open about it, the more you
00:05:21
talk about it proactively with your clients, the less awkward
00:05:25
it will actually be when it happens. I want you to think about talking
00:05:29
about money. For instance, say you just started dating someone and you're trying to get
00:05:32
to know them. You think everything's like pretty aligned and you're getting
00:05:36
serious and you're thinking, okay, I really want to create a life with this person.
00:05:40
If you guys have never talked about money
00:05:43
ever in the relationship, but that's one of the things that you
00:05:47
need to know, like what is their approach to money? How much debt are
00:05:51
they caring? How much savings do they always have? What are their
00:05:55
financial goals for the future? Because that's really important for you to know when you're
00:05:58
partnering your life with someone else. If you've never brought that
00:06:02
conversation up before, and it's never even been referred
00:06:06
to talking about it, bringing it up when they're high
00:06:09
stakes is really uncomfortable for everyone.
00:06:13
So when you start off talking about those things earlier on,
00:06:17
it makes it easier for those big topics to come up when they matter
00:06:20
most. It's the same with your clients
00:06:24
and the whole cancellation process.
00:06:29
So when your client comes to you and they express their
00:06:32
desire to complete working with you, your job is
00:06:36
now explaining how this goes. All right? And of
00:06:40
course, it's different for every business owner depending on what kind of work you
00:06:43
do. For the kind of work I do with my clients, one of the things
00:06:47
that I always like to address is amazing. I'm so proud of you for getting
00:06:51
to this point where you feel like you do not need support from me anymore.
00:06:54
Here's what I want to do in our final few sessions is
00:06:58
I want to make sure that any questions you have about what's going to happen
00:07:02
in your business in the next six months, we cover. Now,
00:07:05
I also want to hold you accountable to completing any
00:07:09
of the projects that we have started, kind of gotten halfway
00:07:13
through and haven't completed yet. And if I can't
00:07:16
hold you accountable to finishing them by the time we complete our work
00:07:20
together, then I want to make sure you're walking away with a
00:07:23
plan, knowing exactly what you need to do to bring it to
00:07:27
completion. If you're doing more consulting work
00:07:31
where you're doing some stuff for your client, then of course you're
00:07:35
going to have deliverables that you want to make sure you're handing off to
00:07:38
them. Say you've been doing their social media marketing
00:07:42
for a year and a half, and they've decided at this
00:07:46
point that like, maybe they're going to switch to an ads model
00:07:49
and they don't necessarily need to be creating as much organic
00:07:53
content, and they just want to kind of reuse what's already been created. At
00:07:57
that point, what you're going to do is you're going to transfer over
00:08:00
all of the assets and content that you've done for them and make
00:08:04
sure it is all nicely organized and ready
00:08:08
for them to take the reins with. And you want to make sure,
00:08:11
especially if you're handing over assets, that they understand
00:08:15
where everything is, that they understand how you have it
00:08:18
organized, that they understand how they're going to take ownership over
00:08:22
these computer files. Right. If they're in a shared drive, do they need
00:08:26
to download those files by a specific date? I can tell you that
00:08:30
people that I've worked with in my business who've done this well, I refer business
00:08:34
to, even if I'm not working with them anymore, they are
00:08:37
my go to. Like, I'm so happy with what they did. Even
00:08:41
if they no longer fit my business, I want to send more business to them
00:08:44
because I know how professional they are. I've had one
00:08:48
really bad experience where I had a
00:08:52
fractional COo. It was my first fractional COo in my business.
00:08:55
And when we transferred everything over, she actually didn't transfer
00:08:59
over. A lot of the training videos that I had for some of my programs
00:09:03
and where we were storing them for my
00:09:06
courses wasn't working. Like, the whole system just never
00:09:10
worked from go. And unfortunately, she lost
00:09:14
everything. So I had to re record everything. And
00:09:18
that was super frustrating. It left a terrible taste in my
00:09:21
mouth, and I think you can bet I'm not referring business
00:09:25
to her. So this is the importance. Like, you
00:09:29
handing everything off in a really professional, organized manner
00:09:33
can make the difference of hundreds of thousands of dollars worth
00:09:37
of business, depending on how many people this person could refer
00:09:41
to you, depending on how much you charge
00:09:44
and so many other factors. So you really do want
00:09:48
to do this. Well, and the last bit,
00:09:52
I know it's awkward. I know it feels like you're fishing for
00:09:55
compliments, and who am I to ask them to say nice things about me?
00:09:59
But you do need to ask for testimonials. I'm terrible
00:10:03
at this. I'm so bad at this. I know my podcast
00:10:06
producer is always on me to ask you guys to, like, go
00:10:10
onto Apple podcasts or whatever, to review
00:10:14
this podcast and say, if there's anything that is specific that you like about it.
00:10:18
And I feel super awkward and cringe about it. Even though I train on
00:10:21
this, it's always funny when a client
00:10:25
completes with me, and I've trained them on asking for
00:10:28
testimonials, and they're like, Katie, aren't you
00:10:32
forgetting to ask me for something?
00:10:36
And I laugh and I'm like, yeah, yeah, I absolutely do want a
00:10:40
testimonial from you. Thank you so much. I'll send you some questions. Asking
00:10:44
for testimonials a. It's awkward af. The reason it's
00:10:47
awkward Af is because you're not a
00:10:50
sociopath, you're not a narcissist.
00:10:53
Congratulations. You're safe to be amongst
00:10:57
other people. But it also means you're gonna get really weird when you're asking for
00:11:00
testimonials. That's the downside. Asking for testimonials is
00:11:04
one part of the hurdle here, getting over the fear of it and being
00:11:08
comfortable with it. But you also have to understand that most testimonials that people give
00:11:11
are really bad. They're not helpful for other people who are considering hiring
00:11:15
you, it may sound really nice for someone to write a testimonial saying, oh,
00:11:19
my God, tim was so kind. I really enjoyed
00:11:23
every single one of my sessions with him. He was super helpful,
00:11:26
and I just really appreciated all the support he gave. What
00:11:30
the does Tim do? You have no idea. Like, who is this
00:11:33
person? Where did they start from? What did they accomplish while they were
00:11:37
working with Tim? What's the result that they're getting now
00:11:41
after they've completed the work? What made Tim stand
00:11:45
out more than anyone else? That made them choose to work with him? When
00:11:48
someone's looking at a testimonial of yours, yeah. They're doing it to make sure
00:11:52
that you do what you say you do. And that you're a good person. But
00:11:56
more than that, what they're looking for is, is this person who gave the
00:12:00
testimonial like me, was their life like mine when
00:12:03
they signed up for this? What are they saying about how it was to work
00:12:07
with this person, and what's the result that they got?
00:12:11
So one of the things that I have found super helpful, and I train my
00:12:14
clients on this, is to send them a very specific
00:12:18
list of testimonial questions. Some people love this, some people hate
00:12:21
it. I had one client in my BYOB program who, when I trained him
00:12:25
on this, he was like, this just sounds like, so
00:12:28
formulaic and cold, and it's like, cool.
00:12:32
Then this doesn't have to be your process. But when you do ask for testimonials,
00:12:35
you want to give people a little bit of direction, because if someone's going to
00:12:38
write a testimonial for you, they want to write a testimonial that'll actually help you
00:12:42
get more business. I can't think of a
00:12:46
single Yelp review that I've written that was positive about a
00:12:50
restaurant that I wrote because I didn't want them to get more business. The
00:12:53
reason we give testimonials is because we want to promote this business that
00:12:57
has had a positive impact on us. So set your
00:13:01
clients or your former clients up for success so they can do that
00:13:04
effectively. The other thing about asking for testimonials,
00:13:08
and this is true across the gambit of any favor
00:13:12
you are ever going to ask of anyone, ever, in your life,
00:13:16
how a lot of people treat asking for favors is.
00:13:19
Is. Here's a hot potato. I'm just gonna throw it at you. Ow. Now it's
00:13:23
your problem. Now you have to manage the hot potato. You have to make
00:13:27
sure it doesn't burn your hands. And if you drop it, then that's your
00:13:30
fault. As someone who moved 16
00:13:33
times in nine years, because the real estate situation
00:13:37
in San Francisco Bay area is fucking miserable, I can tell you I moved a
00:13:41
lot, obviously. And when you move, unless you're
00:13:45
hiring movers, I mean, there are times in there that I couldn't afford to hire
00:13:48
movers. Cause I was in my twenties and I was bad with money. So I
00:13:51
had to ask people to help me move. You know, I had to ask the
00:13:54
friend who has the truck, and I had to ask the friends who I knew
00:13:57
were strong and wouldn't hurt their back, and I had to arrange all
00:14:01
these things. Now imagine if I asked someone to help me
00:14:04
move, and they said yes, and I was like, great, and
00:14:08
then never communicated something else to them. Didn't tell them
00:14:11
where to come to help me with my stuff and where we're going or
00:14:15
what time or what day. Didn't give them a heads up on, like, the kinds
00:14:19
of stuff we were moving. Like, if we're moving a grand piano, that's something they
00:14:23
should know. I don't play the piano, so I don't have one, in case you
00:14:26
were wondering. But when you're asking someone for a favor,
00:14:30
it's your responsibility to remind them. It's
00:14:34
your hot potato. You're the person who has to
00:14:38
communicate the details. You're the person who has to remind them
00:14:41
of, hey, just want to touch base. I know I asked you for help with
00:14:45
this. This is the date. Does that still work for you? Do you need
00:14:49
reminders? Do you want me to call you at 05:00 in the morning? Cause we're
00:14:52
gonna be doing this super, super early to wake you up. When you're asking other
00:14:55
people for a favor, the kindest thing you can do is to
00:14:59
carry as much of the mental load of remembering to do it
00:15:03
as possible. So when you're asking people for a
00:15:06
testimonial and they say, yeah, absolutely, I want to do that, you're going to say,
00:15:09
okay, amazing. What I'm going to do is I'm going to send you some questions
00:15:13
that you can answer. And I know you're really busy, so
00:15:17
if I don't hear back from you in a couple days with answers, I'm just
00:15:20
going to send you another follow up email. Because I know what it feels like
00:15:23
when you offer to do something for someone or you agree to do something for
00:15:27
someone and then you forget and then you start feeling bad, and I don't want
00:15:31
you feeling bad. And also, if you decide you do not
00:15:34
have time for this, or you've decided for whatever reason, you don't want to write
00:15:38
a testimonial for me, no bad feelings at all, just let me know so I
00:15:42
don't pester you with it. Without that design, if you're reminding
00:15:45
them, without you explaining that upfront, you reminding them can feel
00:15:49
like you're chasing them down and pestering them and annoying them to get
00:15:53
this thing from them, and it feels really gross. But when
00:15:57
you design that and you say, hey, listen, I'm gonna do all these things to
00:16:00
kind of manage the mental load for you because you're doing this
00:16:04
incredibly kind thing for me, it takes a weight off of their
00:16:07
backs. It allows for them to keep living their
00:16:11
lives and also do something really nice for you. Small caveat
00:16:15
here. If you did not like working with this person,
00:16:18
don't get a testimonial from them. Don't use a testimonial from them.
00:16:22
Words carry energy, and when you use the words of
00:16:25
someone whose energy did not match up with yours for whatever
00:16:29
reason, guess what kinds of people those words are going to attract
00:16:33
more of? That's right. You're going to attract more of that kind of
00:16:37
person. So you want to be super hyper specific about the
00:16:40
kinds of testimonials you're actually utilizing in your business, and you
00:16:44
only want to use the ones from the people that you really enjoyed working with.
00:16:48
I also want to name that the people who give you testimonials and the people
00:16:52
who give you some of the best testimonials you might be shocked
00:16:55
about. I had this one client about three years
00:16:59
ago who started working with me because she wanted to start a coaching
00:17:03
business. And we worked together for half a
00:17:06
year, and we had these amazing sessions where we planned what she
00:17:10
was going to be working on and how she was going to
00:17:14
really hone in on her niche and start marketing and doing
00:17:17
sales and all the things. And I trained her on a ton of stuff that
00:17:21
she would need when she started the business. And every session I'd say, cool. What
00:17:24
did you accomplish from last session? Nothing. No, I just. I didn't
00:17:28
get around to it or it just. I don't know. I was resistant to it
00:17:31
for some reason. And at the end of six
00:17:35
months, she was like, I want to write a testimonial for you. And she
00:17:38
hadn't started a business. Like, she hadn't gotten a single client. She didn't market
00:17:42
anything. And I was like, oh, okay.
00:17:45
Yeah, absolutely would love to have a
00:17:49
testimonial from you. And I'm like, oh, my God, what is this person even going
00:17:52
to say? They're probably going to write a testimonial about how they didn't get any
00:17:54
results. And she wrote one of the most beautiful testimonials that I've
00:17:58
ever seen that made me feel so good about my work
00:18:02
that she had signed up to build a business and
00:18:05
that when she signed up with me, she thought she wanted all these
00:18:09
things. And through our work, she didn't necessarily get what she thought she wanted. She
00:18:13
got what she needed that she didn't realize that she needed from
00:18:17
our work together. She also named that she'd been in an MBA
00:18:21
program, I'm sorry, an NBA MBA.
00:18:24
She'd been in not the National Basketball League or
00:18:28
National Basketball association. Whatever. I know sports.
00:18:32
Absolutely. I also know acronyms. This is honestly
00:18:36
why I can never work for another company, is I can't handle
00:18:40
acronyms. Is because I can't handle acronyms.
00:18:44
I can't even pronounce the f word. Also, as I'm
00:18:47
recording this, I'm really sleep deprived, so just don't mind me right now. I
00:18:51
apologize. I will be better rested for the next episode, I
00:18:55
promise. What was I talking about? So she even
00:18:59
explained that she had been through an MBA program. She
00:19:02
was trained in business, and she named that she learned more about how
00:19:06
to start a business and get clients and market yourself and do all the
00:19:10
things from working with me for six months than she ever did in the whole
00:19:14
two year program she was in. You will be shocked. The
00:19:17
kinds of positive impact that you have even when your clients don't
00:19:21
necessarily get what they signed up for. If you treat your business a little more
00:19:24
professionally and you don't, you don't pursue friendships with your
00:19:28
clients, one of the things that you want to design with them also is,
00:19:31
what am I going to say next? Well, you'll have to keep listening to find
00:19:34
out. But first, squirrel, squirrel, squirrel, squirrel, squirrel.
00:19:42
If you treat your business a little more professionally and you don't, you don't
00:19:45
pursue friendships with your clients, one of the things that you want to design
00:19:49
with them also is like, a six month check in,
00:19:53
just to check in to see how they're doing for you as a business person.
00:19:57
A, this helps you kind of check in to make sure that they're doing well
00:20:00
and that you can speak authentically about their success.
00:20:04
B, if you get to that .6 months from now and they've decided that
00:20:07
they want to, like, start working with you again, that's that natural
00:20:11
conversation for you to have where you're discussing picking the work back up.
00:20:15
What I run into with my clients is, you know, I become friends
00:20:19
with them, so I have to design with them. Hey, now that
00:20:22
we're not working together anymore, still call me,
00:20:27
still stay in touch. Just because we're not in a
00:20:30
professional agreement anymore doesn't mean we
00:20:34
have to stop talking. And I'm so glad I do this because I've made some
00:20:38
of the most incredible friends in my life through working with
00:20:42
them. So that is your offboarding process. Those are all the things that you have
00:20:45
to consider when clients complete with you.
00:20:51
Now, I want to share with you a little bit about what my philosophy is
00:20:54
about my clients and how long they work with me. And them coming to
00:20:58
completion at some point, and I wanted to name that. There are
00:21:02
some business models out there that are reliant, right?
00:21:05
So my relationship with my podcast producer,
00:21:09
Neil, I'm not going to do any of the things he does for me.
00:21:13
If he and I, for some reason stopped working together, there just
00:21:16
wouldn't be a podcast. I'm not learning how to edit,
00:21:20
okay? I'm not figuring out how to upload things to
00:21:24
places and have other stuff go
00:21:27
on. I don't even know the things. I don't wanna know the
00:21:31
things. What I like about our professional
00:21:34
relationship is I get to show up sometimes with an idea. I get
00:21:38
to talk into a mike for anywhere from an hour to 2
00:21:42
hours, and he turns it into an episode and does all the things
00:21:46
and I don't really have to worry about it. And all I have to do
00:21:48
is have incredible conversations with people who book sales
00:21:52
calls with me because they want to learn about working with me, because they listen
00:21:55
to my podcast. That is what I love. So that's a reliant
00:21:59
relationship. That is, you know, Neil in this case, is
00:22:03
not building independence in me because I don't
00:22:06
want it. I'm sure if I did, he would find a way,
00:22:10
we would design a package for him to train me on all that. But no,
00:22:13
thank you. I'm good. My philosophy with my clients is very
00:22:17
different. I'm not working with clients so that they're always going to
00:22:21
be dependent on me to grow and run their businesses. My
00:22:24
ultimate goal is that a client works with me from
00:22:28
wherever they're starting from and throughout our work, however long
00:22:32
we work together, be it six months, a year, three
00:22:36
years, my goal is to see them, to reaching their
00:22:39
goal, whatever that is. And absolutely,
00:22:43
I have clients who've worked with me for years and years and years,
00:22:46
and who are committed to just continue working with me forever until they
00:22:50
hit that goal. And I love them. I will always have
00:22:54
space in my business for those people. And also I have
00:22:58
clients who work with me. They might join BYOB beginner
00:23:01
for a year and get their first, like, five high
00:23:05
paying clients and really understand, like, the simple ways that they can market
00:23:09
and sell their services and realize, cool, this is good
00:23:13
enough. I don't need anything else. I have clients who will go through the
00:23:16
BYOB advance program. Program, and we'll get all the infrastructure
00:23:20
built in their business, from their websites, their email marketing,
00:23:24
to creating lead magnets, and understanding how they can do webinars
00:23:28
and so on and so forth. And once we have all that set up.
00:23:32
They're good. They don't need to continue working with me,
00:23:35
and that's my goal. My goal is to
00:23:39
create a self sufficient business owner
00:23:43
who knows that they can do it on their own in some instances. I'm
00:23:47
also not the right coach to continue with them. I had a client
00:23:50
a few years ago who just this incredible coach.
00:23:54
We worked together for nine months. She did this beautiful job of building her
00:23:58
business and establishing multiple different revenue streams for the
00:24:02
work that she did. But when we came to the end of our nine months,
00:24:05
you know, one of the things that she was struggling with was she was the
00:24:08
mom of two small children and her husband had a very time
00:24:11
intensive job. So she was really struggling with how to manage her
00:24:15
time, how to balance the demands of her new business that was
00:24:19
doing really well and the demands of her
00:24:22
two beautiful toddlers. And I'm not a mom. I don't have
00:24:26
toddlers. I spend time around kids very rarely, if my
00:24:30
friends have kids, those are the kids I'm spending time with, but I'm not
00:24:33
taking care of them. I'm not managing their lives. I'm not dealing with them when
00:24:37
they're, they're sick. I'm not liaising with their preschool. I have no idea
00:24:41
about that stuff. So, for this client, you know, she'd gotten to this really beautiful
00:24:44
point in her business, and what she needed next was
00:24:48
a coach who could help her work on balancing
00:24:52
motherhood and business ownership, and that wasn't
00:24:55
me. And so it was a natural conclusion for
00:24:59
her to move on to someone who really fit her needs for that time. When
00:25:03
you approach your business with this kind of philosophy, it becomes a lot less
00:25:06
scary when people compete with you. It becomes a lot less
00:25:10
imposter syndrome inducing because you've made it about them getting
00:25:14
to the point where they need to be. I've bumped into several
00:25:18
business coaches out there in the world who,
00:25:21
when you start, like, being in their world, they start trying to
00:25:25
set that expectation that once you hire them, you're always going to work with them.
00:25:29
Once you hire them, you're going to be with them for decades, and
00:25:33
often not always. These coaches will play on
00:25:37
the insecurities of their clients to sow fear that they can't
00:25:41
do it on their own. And let me tell you, if you're starting a business
00:25:44
and if you're looking for support to start and grow this
00:25:48
business, stay away from people like that, because what they will
00:25:51
create is reliance in you. They will so doubt that you
00:25:55
cannot do this on your own. They will give you just enough to help you
00:25:59
with that next little problem that you have or that next little goal.
00:26:02
But they won't set you up to be able to tackle the whole thing on
00:26:06
your own, or at least to understand who you need
00:26:10
to hire to help you tackle the big goal. Cause hopefully, if you have really
00:26:13
big, massive dreams, you're not doing it all your own. Hopefully you're
00:26:17
hiring someone to do your social media. Hopefully you're hiring someone to do ads
00:26:21
and to do some pr and to get you booked on stages and to
00:26:24
liaise with your literary agent for the third book that you're gonna be
00:26:28
publishing this year. But as a business owner, you
00:26:32
ultimately can do that on your own when you have the confidence
00:26:35
and the know how. When I work with clients, my number one
00:26:39
goal is to build that confidence and to establish that know
00:26:43
how. The
00:26:46
clients who it really makes sense for them to see stay working with me
00:26:50
for an extended period of time are the ones who are
00:26:54
starting from absolute scratch. They know that they maybe
00:26:58
want to do coaching or they want to do consulting, but
00:27:01
they need to first figure out, like, what their niche is going to be, what
00:27:05
their offer is going to be, how much they're going to charge, how do they
00:27:07
market it, how do they sell it. But, like, that's just the
00:27:11
beginning of their journey. Like, they. Yes, they want to,
00:27:15
you know, have some clients and they want to make a lot of money, but
00:27:18
the clients who tend to stay with me the longest are the ones that have
00:27:22
the biggest dreams. They're the ones who look out in the world and
00:27:25
know that if they stick with this, if they're
00:27:29
deliberate and they have the correct strategy, they're going to be the kind
00:27:33
of person who is Oprah's life coach. They're going to be the
00:27:37
kind of person who gets paid crap ton of money to
00:27:40
be a keynote speaker at major events and conferences.
00:27:44
They know that if they have the
00:27:47
right action plan, that they can launch themselves
00:27:51
into the stratosphere and become famous, not
00:27:55
just for the sake of being famous, but for the sake of
00:27:58
bringing their wisdom and their gifts to the world. Because
00:28:02
they know in their bones that they
00:28:06
have this deeper gift to give to the world and they feel a
00:28:09
duty to deliver it. And those are the clients
00:28:13
that I will always make space for in my one on one practice.
00:28:17
Because I can't tell you the pride at seeing
00:28:21
someone grow from making $0 a year in their business
00:28:24
to hitting their 1st $100 a year, to
00:28:28
hitting their first hundred thousand dollars
00:28:31
month, to getting booked on stages, to
00:28:35
writing their book, to doing all these things that they
00:28:38
only ever dreamed of. But because they were brave
00:28:42
enough to put their money where their mouth was and brave
00:28:46
enough to actually get to work and stop being a weenie about it,
00:28:49
they actually make it true for themselves. Those
00:28:53
are my people.
00:28:58
If you really struggle with that fear when a client completes because
00:29:01
you're worried about backfilling them, then one of the things that you really need to
00:29:05
start working on in your business is consistent marketing.
00:29:08
Without consistent marketing, you're just constantly going to have
00:29:12
a artist boom and bust cycle happening. And if you want to learn more
00:29:16
about what that is, then I want to point you to episode 74, where I
00:29:19
talk all about what that is, the impact it has on your business and
00:29:23
how you can avoid it. But essentially, you want to become
00:29:27
so consistent in your marketing that even when you're at full capacity
00:29:31
with clients that you have inquiries coming in. Right. And
00:29:34
the only way to do that is to be ironclad
00:29:38
in your consistency. Squirrel. Squirrel. If you're ready to stop being
00:29:42
a weenie and actually run a business that makes money, then go ahead and
00:29:46
book a generate income strategy call with me by going
00:29:49
to weeniecast.com
00:29:52
strategycall. On this call, we will talk about your goals,
00:29:56
your dreams, and your frustrations in getting there.
00:30:00
And if it's a fit for both of us, then we can talk about different
00:30:03
ways to work together.
00:30:08
Boom. I got excited about the word smorgasbord.
00:30:13
Squirrel, squirrel, squirrel, squirrel.