149: 3 Easy Ways to Stay Organized in Your Coaching Business

Prosperous Coach Podcast

If I’ve learned anything from life it’s that simple is better. Less is more. And that’s true when it comes to staying organized in your coaching business. Find the full transcript for this episode at prosperouscoach.com/149

I happen to be one of the most organized people I know. But I wasn’t always like that.

I also used to be a lousy money manager.

I also used to be hopeless at writing.

I also used to suck at managing people.

So, no matter what you think you’re hopeless at now, you can change that. You can grow into whoever you want to be and however you want to live your life.

What changed those things for me? First, I stopped telling myself what I’m no good at.

The harsh way you talk to yourself is the main habit to stop. You’ll be so glad you did. It’s a life skill. If I can do it, you can do it.

Now try this … every time you think you’re not good at something get curious.

Curiosity is a powerful game changer. It quiets the amygdala – the part of your brain associated with fear. And then, attention and creativity take over.

When you explore something with curiosity, dopamine — the reward chemical — floods your body and you feel good. And then you can easily get past the “way it used to be”.

So, get organized coaches. It feels good. And it will mean you can serve clients better while you earn more.

Template Everything You Can in Your Coaching Business

This is my secret weapon against the limits of time. Everything that can be templated in my business is templated.

For example, I have a template for my Session Recap for clients. Of course, it’s customized where it needs to be within the template so it’s valuable for both of us.

I have a template for typical responses to prospects’ questions. But that’s doesn’t mean they don’t come across as personalized. They do.

I template processes. I have a 15-page Word document with 15 different processes I take my clients through in my Signature Program so I can cut and paste them into emails as we go along. My clients always say – I love how fast you respond. Part of it is about the templates.

I also have pre-made guides for my clients to save us time in session.

So ask yourself …

What can be templated now to save me time later?

And then be sure you create a place where it’s easy to find and use the templates. Me? I have a folder in my email for Templates.

Prep for Tomorrow and Next Week

This may seem basic but you wouldn’t believe how many people don’t do this.

Prep tomorrow today. Prep for next week at the end of this week.

I have a master to-do list with 2 categories – Personal and Business. And it has tasks that need to be done soon and later. I pull from the master to-do list to partially create my plan for tomorrow and for next week.

But here’s the secret – my daily to-do list is super short. No more than 3 things. If I have extra time after completing the 3 things, I’ll pick from the Master list tasks that will fit the time I have open.

Ask yourself …

What must be done tomorrow?

What must be done next week?

What will help me get ahead next week?

• Rhonda Hess helps new coaches leverage their zone of genius into a profitable coaching niche and launch with confidence.
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