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    Business

    Coaches on a Mission

    Want to know how the best business coaches think? Coaches on a Mission pulls back the curtain.

    Host Dallas Travers coaches volunteer guests in real-time on their toughest business challenges. You’ll hear every strategic decision, every question that cracks the code, and the exact moment a vague problem becomes a concrete action plan. You’ll learn how to find coaching clients, build profitable offers, and create a business that generates consistent income while you listen to masterful coaching in real time.

    Each episode tackles real obstacles coaches face: inconsistent income, unclear messaging, fear of selling, scaling without burnout. Dallas brings creative intelligence and 20+ years of business strategy for coaches to every conversation, showing you not just what to do, but how to think like a successful business owner.

    Whether you’re here to improve your own coaching skills or get the business strategy you need to make money coaching, you’ll leave every episode with ideas you can implement immediately.

    Coaches on a Mission: Get inspired. Take action. Repeat.

    Advertise

    Copyright: © Dallas Travers

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    220. Four Steps to Design A Membership Your Clients Crave Jun 30, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join The Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault.

    2. Check Out The Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side.

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of.

    Today we’re going to talk today about a simple, first step to scaling which is small group coaching. My guest is Brynn Barale who empowers breast cancer survivors to lose weight without dieting so they can live a kick ass life after cancer. Last year, Brynn launched her first power group, which is the way we describe small groups inside The Hive. While Brynn loved working with her small group, she realized that she needs a retention plan to enroll her members into the next offer - whether that offer is to continue in the group or move into a different container. So, Brynn and I got to work designing the shape of her group coaching container and outlining a plan to invite current clients, power group members and even former clients into it. This was one of those coaching conversations where the client leaves feeling so enlivened and clear about their vision that they’re moved to tears. I love coaching sessions like this because they show us when we’re all aligned.

    Let me highlight the steps Brynn and I took to turn her dream of a group coaching program into a clear vision she can act on.

    Step One: Understand what your clients need.

    Step Two: Build your program around your client’s feedback understanding what your own boundaries might be.

    Step Three: Remember that less is more. People join a community to experience belonging more than anything else.

    Step Four: Invite folks into your program. This can be a full blown launch, or it could be as simple as personally inviting a handful of current or former clients to get the ball rolling.

    Okay, now that you’ve heard the high level overview, let’s get into the nitty gritty of designing a smart, simple and aligned retention program to serve your clients long term.

    Timestamps & Key Topics

    [04:14] What Brynn wants coaching around [06:03] How to prepare clients for the “what’s next” conversation [07:18] Renewing the program without additional content creation [09:34] Importance of community and support using a survey [11:35] Brainstorming the shape of the follow-up program [13:53] The importance of community building and self-nurturing experiences [16:00] Online gathering spaces and communication platforms to use [17:55] Aligning program design with survey feedback [20:00] Potential for in-person retreats [21:14] Inviting previous power group members to join [23:49] Use of a survey to reach out to previous clients [26:15] Naming the program and setting membership terms [31:21] Final thoughts

    CONNECT WITH BRYNN:

    INSTAGRAM: @yourkickasslifeaftercancer WEBSITE: www.CoachBrynnB.com


    219. Design A Webinar That Converts Jun 23, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    Decluttering Coach, Kate Evans is ready to launch her first course with a webinar. But she’s feeling foggy about how to structure a webinar that delivers value and also sells. Dallas Travers steps in to share her Foolproof Webinar Formula and the two coaches outline a complete webinar in no time flat.

    Key Takeaways

    1. Webinar Strategy is Crucial for Sales 2. Understanding Emotional Barriers 3. The Power of a Structured Yet Flexible Approach 4. Effectiveness of Client Stories in a Webinar 5. Professional Guidance Is Invaluable

    Timestamps & Key Topics

    [02:35] Kate shares the challenge of creating her first webinar [02:56] The importance of a strategic approach to webinars [06:08] The importance of creating a script for your webinar [07:29] Identify the desired outcome and reverse engineer the webinar based on this outcome [12:00] Dallas explains the Foolproof Webinar Formula [14:13] Dallas and Kate determine if the 3 lessons chosen are finite enough or can be broken down further [16:01] Kate describes how she would coach around the topics in her webinar [18:40] Dallas explains the 5 S’s of the Foolproof Webinar Formula [24:53] A common mistake that happens in webinars and how to avoid it [26:50] Creating anticipation in the webinar for the offer [30:35] Kate describes how she would coach around the process for topic 2 [33:24] How sharing a success story can illustrate the effective application of a webinar subject [35:39] The importance of narrating the before, during and the after during personal client stories [39:19] Third step in a webinar should lead into the offer [45:47] Kate and Dallas discuss the next steps

    CONNECT WITH KATE:

    INSTAGRAM: @soulfulspace.coaching

    FACEBOOK: @soulfulspace.coaching

    WEBSITE: www.soulfulspacecoaching.com


    218. Can You Really Build A Biz You Love? Jun 16, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    Today’s episode tackles an important question. Can you really, actually, truly build a business you really love? Building a business requires hard work and anybody saying otherwise is not giving you the full picture.

    Our guest Tara Rhodes came into today’s episode wondering what happens when you realize that the business you’re building isn’t the business you want anymore. Tara is committed to helping quiet rebels who feel stuck in the middle be willing to look at their stuff so they can figure out who they want to be in the world. And over the last year and a bit, Tara has realized that a traditional coaching model isn’t the model for her anymore. So, the two of us had to rethink what it means to build a business you really love. And here’s the cool part…in the beginning, Tara really did not think that she could create a business model that lights her up while still being profitable. But when we tapped into the experience she wants to have inside her business and designed a model from that place, she began to really believe that it is possible to build a business she loves. We started by simply asking the question “what is it you truly love?” And that opened the doors to a whole new vision for Tara and her business. The end result? No more coaching. Instead, Tara plans to launch a podcast to build a subscription community that feels a lot like summer camp. You’ll understand why as you listen in.

    Key Takeaways

    1. Follow Your Passion 2. Innovative Revenue Models 3. Lean Into What You Love 4. Explore Creative Revenue Models 5. Listen and Adapt

    Timestamps & Key Topics [02:34] Tara's vision for her business [03:50] Tara's Aha moments [05:42] Transition challenges to a community-based business model [07:25] Tara outlines her vision for the future [09:44] Providing equity and accessibility in her business [10:32] Tara describes her ideal community members [13:45] Dallas pitches the idea of a podcast [16:37] Exploring New Revenue Models [19:37] Monetization strategies for the podcast [22:15] Setting Realistic Expectations [23:10] Tara’s next steps [25:05] Potential revenue with the podcast [29:03] Tara reflects on her business goals [30:25] Identifying when it’s time to expand in your business

    CONNECT WITH TARA:

    INSTAGRAM: @coachtararhodes

    LINKEDIN: @tararhodes

    WEBSITE: www.tararhodes.ca


    217. How To Fall In Love With Selling Jun 09, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    So, this episode addresses the quiet fear a lot of newer coaches (or let’s be honest… veteran coaches like me) sometimes feel when we enroll a new client or roll out a new offer. What’s that fear? What if I won’t be able to deliver? What if I can’t actually help this client the way they want me to? That was the fear holding today’s guest back from actively selling.

    Betsy Seybolt is a coach who believes that mindset is everything and she works to help you find time for yourself and stop your negative thinking. And even though she's a pro at helping others overcome negative thinking, she had some of her own worries to work through during our conversation. You see, though Betsy has a ton of life experience, her coaching business is pretty new and she hasn’t worked with paying clients yet. So a part of Betsy worried that she would not be able to serve her clients fully once they hired her. And it’s really difficult to sell coaching if you don’t quite believe in it. But Betsy has so much evidence in her life to prove that she is capable of holding a coaching container that can indeed deliver. She just needed a new perspective, which is exactly what we worked toward during our conversation.

    I want to tell that you that about two weeks after we recorded, our friend Betsy signed a client. So something definitely shifted from our conversation. And I hope you experience a shift as well. If you ever worry you don’t have what it takes, this episode is for you.

    Timestamps & Key Topics [03:19] Betsy 's discomfort with selling [03:58] Difference between marketing and selling [05:07] Betsy's fear concerning sales [06:46] Reframing "doubt" to "inexperience" [07:37] Betsy’s tactical concerns with selling [09:45] A template for managing capacity and delivering value [12:06] Power of narration in client and sales conversations [15:28] How to handle objections [17:42] How to sustain momentum in booking sales calls [20:01] An approach to transparency & setting expectations [21:59] Setting micro goals to cultivate sales skills [24:08] How to maintain consistency in sales calls [25:42] How to make practice sales calls realistic [28:03] How to find joy in the sales process [29:04] Centering the client during the sales process [31:04] Difference between between politeness and kindness [32:50] Working outside your comfort zone

    CONNECT WITH BETSY: INSTAGRAM: @coachbetsyseybolt WEBSITE: BetsySeybolt.com


    216. How To Step Back From Your Business Jun 02, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    Have you ever just needed to take a break from your business? Whether it’s health issues, a big move to another city, furthering your education or just family stuff, sometimes, life might require you to put your coaching business on the back burner. My guest today is Briana Wyatt who guides ambitious professionals to live more bravely, EMBOLDENED by self-trust, self-love and sacred power. Briana has been going through some major life shifts that require her to step back from her business. And though she knows a sabbatical is in order, she’s worried about feeling like she has to start again from scratch when she is ready to return to her business. So, the two of us talked through a process she can use to take a break while ensuring her business still has a pulse. Here’s the process we went through together:

    1. Understand the two seasons every business flows between 2. Paint a clear picture of what a sabbatical looks + feels like 3. Identify any obstacles that might prevent that picture from becoming reality 4. Clarify success metrics to manage the obstacles 5. Outline small and measurable actions to balance time off with time connected to the business

    Key Takeaways

    1. Normalize Sabbaticals in Entrepreneurship 2. Creation Without Pressure 3. Maintain Agency and Flexibility 4. Define Personal Success Metrics 5. Maintain Community and Connection

    Timestamps & Key Topics [02:45] Briana shares what she wants to coaching around [05:37] The seasons of expansion and containment in a business [07:18] Dallas' personal story about the necessity of containment in business [08:30] Briana reflects on her journey and the balance between personal life and business [11:42] Briana shares what a sabbatical looks and feels like [14:15] Briana shares internal obstacles she encounters during a sabbatical [19:13] Using success metrics to manage obstacles during a sabbatical [19:45] The importance of feeling worthy without client attachment [24:40] Identifying personal creative expression and setting associated success metrics [28:36] Measuring self-expression and maintaining visibility as an entrepreneur [31:20] Practical actions to keep the business alive during the sabbatical [36:50] The idea of creating community without business pressures [38:05] Dallas summarizes the plan for Briana’s sabbatical

    CONNECT WITH BRIANA: INSTAGRAM: @brianawyatt WEBSITE: www.brianawyatt.com


    215. Is Your Marketing Message Honest Enough? May 26, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    So part of building a business you’re proud of is giving yourself permission to take an authentic stance about your work and the path your dream clients walk down. Sometimes taking a firm stance feels easy and inspiring. Other times… it’s tricky.

    1. What is it I really want to say? 2. Will people even get it? 3. And if they do, will they get it enough to want to hire me?

    Those were the questions my guest, Angela Beeching, brought to the conversation today. Angela helps musicians get more of their best work out into the world so they can become the artists they are meant to be. She’s worked as a coach for many years and over that time, her confidence, her methodology, and her motivation has evolved. But Angela’s marketing message hasn’t completely kept up with that evolution. So we put our heads together today to help Angela lean into her stance and identify the message underneath Angela’s message. If you’d like to bring a little more bravery to your marketing, this episode is for you.

    Key Takeaways

    1. Align Your Marketing with Your Core Truth 2. Narrate Your Journey 3. Use the Awareness Ladder 4. Use the Fourth Wall Technique 5. Practice Truthful Conversations

    Timestamps & Key Topics [02:29] Angela's experience as a Hive member [03:36] The goals for today's coaching session [04:57] The disconnect in Angela's marketing and her desire to align it with her deeper purpose [06:57] The spiritual aspect of Angela's work and it's challenges [08:45] Angela's need to lean into her core message in her marketing [09:40] Identifying the gap in Angela's marketing and her struggle to fully express her truth [12:38] Practical ways for Angela to practice integrating her truth into her marketing [16:53] The challenge of distilling complex truths into a marketing message [19:27] The awareness ladder and its relevance to Angela's ideal client [22:22] The balance between concrete goals and deeper truths in marketing [24:22] The long journey of client readiness and the role of truthful messaging [25:25] Using the fourth wall technique [29:48] Suggestions for catchphrases and a truth audit [33:54] Attracting clients who are hiding from their work and addressing their readiness [35:18] Practicing truthful conversations with potential clients [37:03] Truthfulness audit and next steps for Angela

    CONNECT WITH ANGELA: WEBSITE: angelabeeching.com FACEBOOK: facebook.com/angela.beeching


    214. What's It Really Like Inside The Hive? May 19, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    I wanted to take you behind the scenes of The Hive a bit, which is why I’m sharing a conversation between two coaches who are OG Hivers named Brian and Michelle. Their journeys have been so very different, yet equally fulfilling and I think they paint an accurate picture of what it’s like inside The Hive. Let me introduce them again…

    Brian Patacca helps actors get what they want without suffering and Michelle Pollack works with high achieving women to own what they bring to the table and live & lead on their terms.

    Key Takeaways

    • Client Surge to Success
    • Power of Authentic Branding
    • Community and Coaching
    • Data-Driven Decision Making
    • Resilience and Readiness


    Timestamps & Key Topics
    [02:30] Michelle shares key milestones/breakthroughs in her business since working with Dallas

    [05:50] Brian shares key milestones/breakthroughs in his business since working with Dallas

    [9:45] Michelle and Brian talk about the coaching style and effectiveness of Dallas

    [18:25] Michelle and Brian emphasize the supportive community within The Hive

    [15:14] Brian and Michelle discuss what makes Dallas different from other coaches

    [18:16] Michelle and Brian discuss the benefits of the supportive community within The Hive

    [21:20] Michelle shares the realization of needing to be both a coach and a CEO

    [23:57] Brian and Michelle discuss surprising aspects of Dallas

    [26:55] Brian and Michelle discuss another benefit of The Hive is learning to use data to determine your success

    [30:20] Michelle shares the one tool, strategy or mindset that helped her coaching business

    [31:42] Brian shares the one tool, strategy or mindset that helped his coaching business

    [32:55] Insights into launching products and learning from the process

    [37:57] Brian shares one piece of sound advice he learned from The Hive

    [40:02] Michelle shares her one piece of sound advice she learned from The Hive

    CONNECT WITH MICHELLE:
    INSTAGRAM: https://www.instagram.com/michelleepollack/

    CONNECT WITH BRIAN:
    INSTAGRAM: https://www.instagram.com/briansaysthat/

    APPLY FOR THE HIVE: Dallastravers.com/Hive


    213. A Strategic Approach to Mini Courses May 12, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault. To join the Pod Squad go to https://dallastravers.com/squad

    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side. To check out the Hive, go to https://dallastravers.com/hive

    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of. Follow me at https://instagram.com/dallastravers

    Before I introduce today’s episode, I’ve got an invitation for you. I’m hosting a special workshop that you simply must attend. It’s called The Profitable Coach Roadmap and it’s one part training session, one part roundtable discussion. In fact, one of the guest speakers is Liz Thogerson, who’s actually my guest on this very episode.

    Liz went from earning $17K to $150K in about a year and half and she’s going to take you behind the scenes of exactly how she made that happen. She’ll be joined by two other Hive members who’ve got similar stories and tools to share with you, so I hope you'll join us at the Profitable Coach Roadmap. Plus, if you’ve been thinking about The Hive, this will give you the perfect behind the scenes look at what that program is truly like. Grab your free spot at dallastravers.com/roadmap.

    Timestamps & Key Topics
    [03:55] Liz shares her remarkable revenue growth since implementing the Ripple Effect system
    [05:23] Liz shares her goals
    [06:49] Paid programs vs Free lead magnets
    [10:47] Identifying Liz's core programs and defining the outcomes
    [14:00] Difference between belief-oriented approach and action-oriented approach
    [14:40] Defining an action-oriented approach for Liz and her clients
    [16:00] Brainstorming potential mini-course topics
    [21:15] A key strategy for client success
    [22:05] A marketing strategy to promote the mini-courses
    [23:55] Strategies to ensure a seamless transition from mini-courses to higher-tier programs
    [32:50] Refining checkout process, emails and nurture strategies
    [38:10] Benefits of segmenting your audience
    [45:55] Action steps and a timeline for Liz

    CONNECT WITH LIZ:
    INSTAGRAM: @rise.styling

    WEBSITE: www.risestyling.com

    Want to see the courses Liz created?

    Makeup Shake Up

    Buy a Better Bra


    212. Does Your Niche Have to Match Your Purpose? May 05, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault.
    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side.
    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of.

    My guest today is Matt Winters who recently changed his niche away from helping gay men go from feeling stuck and lonely to having the authentic connections they want in all areas of life. Now, Matt plans to leverage a career full of experience to help leaders relate to people as humans instead of as simply resources. Matt came to the conversation feeling conflicted and murky and he felt stuck. The two of us started by just questioning the idea that if you are indeed values driven, every aspect of your work must be filled to the brim with purpose. From there, we just explored Matt’s new niche and addressed each fear he had around it. Then, we wrapped things up by identifying three clear steps Matt can take to complete some marketing research and start bringing in new clients. Matt showed up with so much authenticity and care throughout the episode. You’ll hear it right away. And as coaches, there’s nothing better than working with an open hearted, truly coachable client, which was 100% Matt. By the end of our conversation, I think we both felt grounded and clear about how purpose and meaning show up everywhere when you are a person who cares about purpose and meaning.

    Key Takeaways:

    • Alignment over Palatability
    • Refine Your Deep Niche
    • Target Ready Clients
    • Embrace Fluidity
    • Practice Self-Compassion

    Key Topics & Timestamps

    [03:00] Matt's desire for clarity
    [03:57] His guilt and feelings regarding the niche change
    [04:41] Matt's challenges
    [06:03] Aligning purpose with work
    [08:15] Matt's past experiences and expectations
    [11:00] Distinction between narrow and deep niches
    [12:52] Refining Matt's deep niche.
    [14:48] Communicating authentically without worrying about palatability
    [16:00] Awareness ladder & potential clients
    [19:22] Targeting the right audience for referral marketing
    [20:17] Ideal client profile and how to identify them
    [23:33] Value of engaging with individuals who may not be ready clients
    [25:02] A “Getting Started Action Plan”
    [25:48] Integrating market research into Matt's Client Surge process
    [28:17] The power of mindset
    [34:57] Next steps for Matt

    Connect with Matt:
    WEBSITE: www.mattwinterscoaching.com
    LINKEDIN: linkedin.com/in/mattwinters1


    211. The Case to Ditch All The Apps You’re Paying For Apr 28, 2024
    Show notes

    Welcome to Coaches on a Mission. You've got three important steps to take as you listen to all of the episodes on this show (they're pretty binge-worthy, aren't they?).

    1. Join the Pod Squad: Access playlists, PDF transcripts and other freebies from every episode inside this members-only bonus vault.
    2. Check Out the Hive: The folks you hear on this show are members of my 12-month mentorship program, The Hive. If you get value from these free episodes, imagine what's possible when you join this incredible community and have Dallas at your side.
    3. Follow Dallas on Instagram: Where you'll get quick lessons to stay motivated as you build a values-driven, profitable coaching business you're truly proud of.

    My guest today is Angela Tan, who is like a systems fairy godmother. Angela believes that the fastest yet most sustainable way to make it easy for your people to discover you, pay you, and rave about you is by automating your marketing, sales, and client management process. Dreamy, right? That’s why Angela is passionate about educating online business owners on easy-to-implement automated marketing, sales, and client management workflows, so you can run a sustainable and hands-off business. But Angela understands that many of us waste way too much time and money on apps that we simply don’t need. Well, that pattern stops today thanks to Angela’s four step process to help you make informed choices about what tools your business actually needs and which ones work best for your brain.

    I wasn’t joking when I said that this episode might save you money and a ton of time.

    Timestamps & Key Topics
    [02:32] A harmful practice that can hurt your business
    [05:41] Financial implications and challenges of switching software
    [07:10] Finding software tailored to individual business needs
    [08:00] Treating software choices as thoughtfully as hiring employees
    [11:42] Quarterly software audits
    [14:33] Using free software trials
    [18:27] Exploring software features to optimize business processes
    [25:23] Avoid premature investment in courses for new software
    [28:23] The 4 step process for your tech stack
    [29:37] Self-trust in making software decisions
    [30:00] Cultivating self-trust as a business owner
    [30:30] Embracing uniqueness and developing a systems mindset

    Key Takeaways:

    • Regular Audits
    • Individualized Approach
    • Free Software Trials
    • Explore Software Features
    • Delay Investment

    Connect with Angela:
    INSTAGRAM: @thesystemsrx
    WEBSITE: www.thesystemsrx.com


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