Ep 359: Automate the Admin, Amplify the Impact: Tech that Supports Rest, Not Rush with RachelO’Connell

Feeling buried in the back end of your coaching business? We sit down with fellow  team membeat the REALIFE Process®  Rachel O’Connell to demystify the essentials: a simple website, a clear lead magnet, and a short email nurture. Rachel shares how an all-in-one platform can streamline websites, email, calendars, payments, and automations—so you can coach from a place of rest, not rush.

What You’ll Learn
The three must-haves to start or simplify your coaching presence
How to design a basic client journey that actually converts
Why email still matters—and why “simple PDF” lead magnets still work
What an all-in-one system can centralize: site, funnels, email, CRM, calendars, payments, and workflows
A peek at our automated certification onboarding (and how it created space for more personal touchpoints)
A discernment filter: what’s life-giving vs life-draining for you as a coach

Resources & Mentions
Jubilee Marketing House (Rachel O’Connell) – https://jubileemarketinghouse.com/

Call to Action
Ask yourself: What’s life-giving and what’s life-draining in my business right now? Choose one next step—either learn a small piece of tech or book a convo with someone who can help.

FREE RESOURCES:

Take the FREE Intro to Needs & Values Assessment

Ready to discover what uniquely matters to YOU? CLICK HERE to take our FREE Intro to the Needs & Values Assessment.

FREE Download: 4 Steps to Simplify Your Calendar

Ready to uncover more time on your calendar? This FREE download will help you remove what doesn’t matter, so you have space for what does. Click here to get this FREE resource!

OTHER RESOURCES:

Join the REALIFE Practice Membership!

The REALIFE Practice Membership is designed for those who want to grow spiritually, but feel like REALIFE is getting in the way. We’ll learn how to integrate meaningful spiritual practices and tools into our daily lives through live group calls, group coaching, training videos, downloadable resources, and an interactive community. Visit www.therealifeprocess.com/membership to join us today!

Check out our YouTube Channel!

Prefer to watch AND listen? Check out our YouTube channel for the podcast episode on video! Make sure to subscribe so you get all the latest updates.

My Book Link

My new book, Do What Matters, is available NOW! Banish busyness and discover a new way of being productive around what truly matters. Learn more at DoWhatMattersBook.com.

LifeMapping Tools

Would you life to discover  Life Mapping tools to help you recognize and respond to God in your Story. Check out these tools here https://www.onelifemaps.com/

JOIN OUR COMMUNITY & CONNECT WITH ME:

Become part of the FREE REALIFE Process® Community! Connect with Teresa and other podcast listeners, plus find additional content to help you discover your best REALIFE.

Connect with your host, Teresa McCloy, on:

Facebook - The REALIFE Process® with Teresa McCloy

Instagram - teresa.mccloy

LinkedIn - teresamccloy

About Teresa McCloy:

Teresa McCloy is the founder and creator of the REALIFE Process®, a framework designed to empower individuals and groups with the tools, training, and community needed for personal and professional growth. Through the REALIFE Process®, Teresa is on a mission to help others grow in self-awareness, establish sustainable rhythms, and enhance their influence and impact by integrating faith and work into their everyday lives. She lives with her husband of 42 years on their 5th generation family farm in central Illinois and enjoys great coffee, growing beautiful flower gardens and traveling as much as possible. 

About Erica Vinson:

Erica Vinson helps clients walk through defining moments with confidence and courage enabling them to move forward in freedom and embrace fearless living. As an ACC Credentialed and Certified Professional Life & Leadership Coach, she uses wisdom from all 3 Centers of Intelligence to help clients gain deeper self-awareness and grow in relationships with others both personally and professionally. Erica is a certified REALIFE Process® Master Coach, an ©iEnneagram Motions of the Soul Practitioner, and has a certificate in Spiritual Transformation through the Transforming Center. She lives in the Metro East St. Louis area and enjoys spending quality time with friends and family, golfing, tennis, boating/water skiing, traveling, is a bit of a technology nerd and loves learning!