80. How to offboard clients who are TOO SUCCESSFUL WITH YOU!

80. How to offboard clients who are TOO SUCCESSFUL WITH YOU!

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.


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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...

Katie's Birthday May Challenge


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.