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

Want an organized and profitable coaching business? Learn the 3 Simple Steps to an Organized (and Profitable) Coaching Business! FREE Brand New Workshop! Are you an organized coach? In this episode, I share six habits an organized coach does daily. Developing these six habits will help you be more organized. These six habits have the power to help you accomplish what you set out to do. They will help you stay focused and produce more value and stay out of being overwhelmed and confused.  As you listen, think of which ones you are already doing. Celebrate this. It is evidence that you are an organized coach. Then, choose ONE habit that you want to start doing or improving. The best way to create a new habit is to tie it to something you already do. In the beginning, until it becomes a habit, hang a note or add a reminder or an appointment in your calendar so you don't forget. DM me on Instagram and share what habit(s) you think needs to be added to this list.  Until next time, happy habit developing! Your Organized Habits Coach, 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!

Hi Coach, Want an organized and profitable coaching business? Learn the 3 Simple Steps to an Organized (and Profitable) Coaching Business! FREE Brand New Workshop! What tools do you use to run your coaching business? Do you have specific tools and organizational structures in place that will support you and your business as you grow?  What if I told you that you could run your business using five simple tools? These tools will create ease in everything you do. They will save you time and reduce decision fatigue. You will be able to focus your creativity on your clients and making money instead of searching for what you need, scrambling, and spinning in overwhelm.  After years with my own business, I’ve finally figured it out and simplified what tools to use to keep everything organized without having to add more software or complicated things to learn.  Listen in as I share these five tools that keep all of my clients, ideas, content, and business assets organized.  Please send me a DM on Instagram to share what you use. What tool helps you stay organized? If you're struggling with disorganization, reach out to me. Join Organized Coach Academy, where I teach you the organized mindset, organizing skills, and all the assets you need to create an organized business that can grow and make the impact you've been called to make. It is 100% possible for you! Let's do it together. Your Simplifying 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!

Register for the new FREE workshop: 3 Simple Steps to an Organized (and Profitable) Coaching Business Are you struggling to grow your coaching business? In this episode, TaVona Denise explains the foundational principles of business by describing her ABCs of Impact. Getting these foundations in place is the solution to growing your business. Plus she shares the one thing most coaches forget to set up in the beginning.  How do we create more income, more impact, and more flow? Have these five foundations (TaVona's ABCs) in place:   Attract the right people. TaVona helps you evaluate and create a strategy to attract your ideal client based on your personality, preferences, strengths, stage of life or business, and business model. Networking anyone? Being a good human. Making friends. Connecting. Build relationships and rapport. Educate and nurture and make these people feel safe and take steps toward their desired outcome. Creating content is this step. Convert from potential clients to paying clients. Deliver the services you sold. Evaluate each of the four areas above.  Which of the ABCs do you find most challenging? Once you have your strategy in place there are three reasons you might not be able to effectively execute it. If you find yourself here, do you have a gap in one of these areas?   Mindset Skillset Assets If you want to find out the ONE thing that coaches forget to do in the beginning, listen to the episode. Here's a clue: Don't be driving around burning up all your gas. Are you going the scenic route? Tollway? Train? Or plane? Coaches, consultants, and experts go to TaVona when their business isn’t moving like it should or it hurts when they try to move it. She uses her unique background as a physical therapist turned master certified life and business coach to help entrepreneurs with big hearts build businesses full of their favorite clients that make lots of money…WITHOUT burning themselves out or giving up their values in the process. Using her approach to offer creation and Minimalist Marketing™, her clients have generated 6-figures plus with an email list of only a few hundred people and less than 2,000 followers on social media, all while working 4 days a week. When she is not handling business, you can find her singing karaoke or enjoying the white sands and beautiful blue waters of Mexico which she currently calls home.   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!

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!