The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

Michele Olender, a Vegan life coach and podcaster, shares her journey of transformation through working with an organizing coach. She opens up about the realization that led her to seek coaching and elaborates on her unique approach to helping midlife women embrace a plant-based lifestyle. Michele discusses the importance of practice over perfection, how organizing impacts both personal and professional growth, and the strategies she employs for daily wins. Her insights on digital organization and family management also highlight the profound benefits of tailored coaching.

Do you find yourself struggling with time management? Not following through on your calendar? Forgetting to do important tasks that will grow your business? I am here to help. I work with coaches (and non-coaches) to improve their time management. In Organized Coach Academy we spend a whole module on organizing our time. By knowing exactly what they need to do to get clients, fill their programs, and market their coaching businesses, they feel more confident and execute their calendar at a higher level. Try it! In this episode, I share some simple and effective Google calendar tips that have helped me and my clients. But first I think it's important that you know how you are currently spending your time AND what you need/want to do in your business every day, week, month, and year to run it like an organized CEO. Listen to see what I recommend you do first. The key moments in this episode are: Analyze how you are (and how you want to be) spending your time. Data is needed along with a breakdown of tasks to run your business. Create an Additional Calendar to Organize Time and Tasks: Establish a calendar for daily, weekly, and monthly tasks. Make appointments at the week's start and adjust them to specific times during planning. Turn Off Notifications: Minimize distractions by disabling audible notifications. Customize reminders to strike a balance between staying informed and avoiding constant alerts. Play with using both Tasks and Focus Time: Schedule distraction-free project time. Customize preferences for notifications and meeting declines. Sync with Booking Calendars: Ensure your booking calendar syncs with Google Calendar to prevent double bookings. Your Time and Calendar Expert, Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

Can you resonate when I talk about coaches purchasing a LOT of courses, joining a lot of programs and masterminds, and enrolling in a lot of certifications and memberships, all to learn, improve their skills, and ultimately grow their businesses? That's one of the reasons coaches hire me - to help them organize, prioritize, and execute the programs they've already invested in. But, the fear of missing out (FOMO) keeps all of us distracted, looking at new programs, certifications, and downloading all the shiny objects that promise results. In this episode, I share five tips that will help you organize your courses and programs. I teach you Where to store everything How to organize it all How to access it quickly A system to prioritize what to work on next What to do to STOP buying   The key moments in this episode are: 02:42 I've ended some things for 2024 and opened 1:1 private coaching spots 05:19 Tip #1 - Slide all courses, programs, certifications, and freebies into a folder called "Education." 08:08 Tip #2 - Download course material into subfolders  09:15 Tip #3 - Make a folder on your Bookmarks bar to hold all the links to key material  12:21 Tip #4 - Prioritize using the cost, deadline, and these three questions 17:45 Tip #5 - STOP buying more programs.  Which tip will you implement first?  Your Systems Expert, Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

If you're frustrated because you're spending countless hours creating content but not seeing the reach and engagement you desire, then you are not alone! Many coaches struggle with this same challenge, pouring their time and effort into creating valuable content only to see it go unnoticed. Repurposing your content can help alleviate this frustration and finally get your message in front of a larger audience. By implementing effective repurposing strategies, you can maximize the reach and impact of your content, ultimately leading to increased visibility and engagement. My special guest, Brittni Schroeder, shares how she... repurposes her content, organizes it in a content database,  documents her process so her virtual assistant knows exactly what to do, only working 5 hours a week, organizes her Canva monetizes her content Brittni recommends three actionable steps for the listener to take. If you're feeling overwhelmed, it's the perfect time to implement systems. Take the time to create a strategy and don't rush the process. - Brittni Schroeder The key moments in this episode are: 00:02:19 - Brittni's Content Creation Process 05:15 - Leveraging Searchable Platforms 09:25 - Repurposing Content Across Platforms 14:47 - Content Creation and Organization 15:23 - Using Airtable for Content Tracking 18:55 - Importance of Standard Operating Procedures (SOPs) 22:12 - Creating Consistency with SOPs 29:44 - Monetizing Content and Lead Magnets 30:46 - Organizing Graphics in Canva 31:50 - Importance of Naming Files Businesses fail for two reasons: they don't grow fast enough, or they grow too fast and lose their integrity. Implementing systems and strategies can prevent both. - Brittni Schroeder Your Organizing Expert, Tracy Hoth   Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

Happy New Year! Have you been reflecting on your goals for the upcoming year? Are you like me? Drawn to every planning event out there? Desiring to make a perfect year plan?  There are a LOT of planning events being advertised right now. And my curiosity about how people plan their year draws me to these events like a bug is drawn to the light. But, they never seem to be exactly what I want. So... I've decided to take matters into my own hands and create my own planning process and 2024 calendar. It is... SIMPLE. Visible. All in one place. Content-based. I detail the essential elements of my personalized calendar and planning process, emphasizing the importance of having clear goals, a focus for each week, and visibility of my podcast episode (or for you, it might be content (blog, YouTube, Live topic) and projects. The calendar includes sections for goals, weekly focuses, month views, podcast planning, project tracking, and WINS. Ahhh, the beauty and simplicity of this design is helping me stay organized already. I share my preference for printing it out as a PDF first, getting messy with it, and then printing it as a wall calendar in Canva and hanging it right near your desk to update and follow all year. I share my plan to use it to document wins and accomplishments, creating a visual record of success. And the best part is...  I want to share it with you! You can get access to my exact calendar. It is ready for purchase at simplysquaredaway.com/plan. This includes a PDF version to print and plan messy, a Canva template that you can print in calendar form, and a tutorial video. Highlights: Desire: To plan my business year with a simple, suitable planning tool. Frustration: I can't seem to find exactly what I want. Solution: I make my own customized calendar that includes sections for clear goals, weekly focuses, month views, podcast planning, and project tracking with a clean, simple design for staying organized. Instruction: How I use it to plan my year. WINS: Document successes on it. Get yours! My 2024 calendar is available for purchase at simplysquaredaway.com/plan, including a PDF version to print and plan messy, a Canva template that you can print in calendar form, and a tutorial video. xo, Your Year Planning Expert    Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

Are your business finances the neglected stepchild? My guest this week, Carla Moats, and I discuss the common neglect of finances in the coaching space, where revenue takes precedence, and profit becomes an afterthought. Carla emphasizes the importance of financial knowledge for small business owners, especially in coaching, to overcome the fear and intimidation associated with numbers. Do you want to improve your business's financial management and increase profitability? Learn how to achieve better financial control and organize your business finances for increased success and stability. Empower your small business's financial future as Carla dismantles the profit paradox, guiding you through the crucial steps to separate, track, and prioritize your revenue to maximize your company's success. In this episode... Carla stresses the importance of tracking revenue and expenses monthly and highlights the common oversight in the coaching space where many are unaware of their profit until year-end tax consultations. Carla suggests various tools for financial tracking, ranging from QuickBooks and Xero for larger businesses to spreadsheets, Wave, YNAB and HoneyBook for simpler needs but ultimately emphasizes the need for a system that records both income and expenses for accurate financial insights. We discuss the significance of setting profit goals for coaches and small business owners and encourage everyone to take an intentional approach to spending and investments, emphasizing the practice of deciding upfront how much profit to take. Carla advises business owners to assess their financial health regularly, considering factors like profit, cash flow, and personal income by implementing a monthly finance hour, either self-led or with a bookkeeper, to review financial statements and understand key financial metrics to guide their strategic planning. She recommends identifying 5 to 7 KPIs that directly impact revenue and expenses, tailored to the specific business model, highlighting the value of tracking KPIs alongside financial metrics to gain a comprehensive view of business performance. We conclude the episode by discussing the importance of having a mindset shift toward intentional spending and investment decisions. Carla is a fractional CFO and financial and money coach for female coaches and other service business owners who are making money, but not keeping enough. She brings her 30+ years of finance and accounting experience to her clients, helping them understand their numbers and become profitable so they can scale profitably and still have the money to live the lifestyle they dream of. Don't wait for your tax guy to tell you how much you're making. You should know every month how much money came in, how much money went out. - Carla Moats The key moments in this episode are: 00:00 - Neglecting Business Finances 07:53 - Organizing Business Finances 10:39 - Financial Tracking Tools 14:37 - Hiring a Bookkeeper and Understanding Financial Statements 16:51 - Setting Profit Goals and Paying Yourself 18:54 - Profit First Principle and Intentional Investments 23:23 - Intentional Spending and Personal Financial Goals 27:29 - Business Expenses and Costs 29:08 - Key Performance Indicators (KPIs) 30:20 - Importance of Bookkeeping   Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

JOIN US to get your business streamlined and organized for 2024 and beyond! Today (12/19/23) is the final day to get 25% off on Organized Coach Academy. Ever felt overwhelmed in your coaching business? My guest today, Stephanie Griffin, suggests using your overwhelm as a signal to go back to your customer journey. She lays out a compelling case for defining your customer journey as the antidote to marketing chaos. Listen in as she walks us through the crucial steps, starting with a clear definition of your product(s) and niche. She continually brings us back to looking through the lens of your customers and what they experience as they interact with your business, from initial contact to successful engagement and happy ending. With practical tips on documentation, testing, and gathering feedback, Stephanie equips coaches with the tools to refine their strategies and ensure a positive end to the customer journey. This episode is your guide to mastering the customer journey and transforming overwhelm into a well-defined path to success. #MarketingStrategies #CustomerJourneyMastery #CoachingBusiness   Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

"Declutter" is a word that packs a powerful punch! It creates space. It provides opportunity. Decluttering, at first might be scary or hard to do, but ultimately it feels like freedom and peace and calm. Decluttering is what we're focused on in Organized Life Academy 2024. It's what we're doing in our businesses in Organized Coach Academy. I used it to decide how to invest in my business next. There is so much power in the act of decluttering. Listen to learn five tips to declutter your life and business in the new year. I invite you to join me and 50+ other women in Organized Life Academy 2024 to declutter your home and life. If you have a coaching business, join me in Organized Coach Academy. The doors are open now. Get 25% off until they close on Tuesday, December 19, 2023. We will start 2024 learning how to think like an organized CEO. I will walk you through each step as we create an organized computer, gather and organize our assets, learn new ways to manage our time, tasks, and to-do lists, and document our processes and our next launch. This process will impact the future of your business and the mindset shifts will affect all the areas of your life. Are you ready?    Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!      

✅ JOIN Organized Coach Academy TODAY!  If you have been doing any of the following: keeping all of your processes and organization in your head waiting to be creative until you clear off your desk thinking more about all that you have to do instead of thinking about your clients and what they need staying stuck and overwhelmed because of your ADHD dreaming of one day having a team but not knowing what to do first Then you will LOVE this episode. Listen in as Cynthia Coufal and Dustie Gimblet share their struggles, what drew them to want to get organized, their experience inside Organized Coach Academy, and the UNEXPECTED benefits of organizing their businesses.  When you learn the skills of organizing, they spill over into all the areas of your life - time management, thinking more organized, more time, confidence, etc. ...And that's a magical thing. Let's go! The key moments in this episode are: 04:23 - Cynthia's Motivation to Get Organized 05:49 - Dustie's Need for Organization 06:47 - Expectations from Organized Coach Academy 09:29 - Impactful Concepts 13:49 - Importance of Systems and Organization 14:58 - Freedom and Calmness in Organization 16:36 - Technology and Efficiency 18:41 - Organization in Business and Life   Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

Register now for the FREE Workshop on 12/07/23 3 Steps to Organize Your Digital Files To Save Two Hours a Week! Doors open on 12/07/23 to Organized Coach Academy Hey coach, Get a sneak peek into the lives of three life coaches as they share their journey of implementing organization in their businesses. Discover how Angie, Danielle, and Liz transformed their productivity, confidence, and client satisfaction through the Organized Coach Academy. If you're feeling overwhelmed and disorganized in your coaching business, struggling to keep track of digital files, failing to schedule daily, weekly, and monthly tasks, getting stuck in overwhelm losing links and wasting time searching for them and more... Then you are not alone!  Our guests, Angie Robinson, Danielle Thienel, and Liz Rose will share the truth and how they have implemented organization via the Organized Coach Academy to increase efficiency, confidence, and their ability to serve clients effectively. They've reduced decision fatigue, closed skill and mindset gaps, and freed up mental space to be creative and focus on their clients. You can do the same! The key moments in this episode are: 02:30 - Guest Introductions 05:17 - Guest's Motivation 14:29 - Importance of Using a Calendar for Organization 15:57 - Clarifying Priorities and Time Management 16:57 - Overcoming Skill and Mindset Gaps 18:49 - The Value of Templates and Group Support 23:04 - Advice for Getting Organized 28:02 - The Impact of Organization on Confidence and Coaching 29:43 - The Impact of Organization on Life 30:29 - Gratitude for the Organized Coach Academy 31:06 - Where to Find the Guests   Click here for the full transcript, notes, links, and more. Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!