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

Tracy Hoth | Certified Life Coach, Professional Organizer, Systems Specialist
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Aug 27, 2024 • 24min

69 | How to Organize Your New Client Onboarding Process

Click here for the full transcript, notes, links, and more. The doors to Organized Coach Academy are open! Until Wednesday evening, a very special bonus is included. Learn more and purchase here. Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented? Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients. I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider... Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish? Is there anything you can simplify in this process? Delegate? Automate? Is each step documented? Are all links needed to do this process included in each step Have you tested your documentation? As you test it, make any adjustments to improve it. As you reflect on your current processes, identify areas for improvement by thinking about: Is your money collection process effortless? How do you get the information your client needs? Do you have an email welcome or nurture sequence set up? Do you need to add any appointments or reminders to your calendar? Does your process create reassurance or safety for new clients after making this big decision? Is it clear to your client what their next step is? Does your onboarding give off "care and thoughtfulness" vibes? Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals. If you want help documenting processes, join Organized Coach Academy today! For links to the coach examples mentioned, click here. 
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Aug 20, 2024 • 53min

REPLAY | 3 Steps to an Organized and Profitable Coaching Business Training

Click here to watch the training call replay. Click here to join Organized Coach Academy during this special promotion period and save MONEY! The promotion period ends on Saturday, August 24, 2024. ➡️ Join before Saturday to receive $250 off the price AND a private 1:1 call with me where we'll streamline and organize your bookmarks bar to save you SO much time every time you open your browser.
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Aug 13, 2024 • 24min

68 | 10 Things I Wish I Had Organized Sooner in My Business

Click here for the full transcript, notes, links, and more. Register here for my LIVE class to learn 3 simple steps to an organized and profitable coaching business, plus the ONLY 5 digital files you need! It's a FREE training! Are you ever mad at your past self for not doing a better job organizing your business from the beginning? It would have been so much easier if someone had given us the resources and knowledge we needed. But... we didn't know what we didn't know. This week, I experienced this myself when making a list of my podcast guest appearances. They were not all in one place, so I "wasted" time trying to put this list together, annoyed that I hadn't done this from the beginning.  My experience inspired this episode. I thought of the things that I wish I had organized from the very beginning, and I thought of my clients and what they wish they had organized. Let me tell you, getting organized takes a lot more work when you've accumulated all the stuff. So, if you are new to business, take notes. And if you've been in business for a while and are wishing you had started sooner, NOW is the time. Your future self will thank you immensely.  What do you wish you had organized from the start? Please message me on Instagram and let me know what yours are that I missed. I share 10 critical elements I wish I had organized from the beginning of my coaching business. These elements include maintaining digital files, tracking podcast guest appearances, organizing funnel links, recording assets and freebies, and more. I've packaged my solution to all of these in Organized Coach Academy where I help all coaches get their businesses and their assets organized. I break it down into simple modules and include monthly calls so you don't stay stuck.  Tune in to discover practical tips for creating a streamlined and efficient coaching business today!
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Aug 6, 2024 • 51min

67 | ADHD and Executive Function - Coaching Success Strategies with Paula Engebretson

Click here for the full transcript, notes, links, and more. FREE CLASS on August 19, 2024. Register here. Learn the ONLY 5 files you need to organize your digital files and the 3 steps to create an organized (and profitable) business. It will be live and improved! Don't miss it. Do you have ADHD? Do you lack executive function in areas of your life and business? This episode will help you understand how ADHD presents itself and the obstacles it causes for both the coach and the client. I have the honor of talking with Paula Engebretson, an ADHD coach and productivity expert, on this topic. We discuss: What ADHD is and how it's connected to executive functions. How ADHD impacts a coach running a coaching business AND a client taking that program. How coaches can make their programs and courses more ADHD-friendly. Paula shares 5 key areas coaches can explore to make their content more ADHD-friendly. How Organized Coach Academy supports ADHD brains. Listen for the simple but compelling question that can help you and your clients understand why you're not doing what you want to do. We close by inviting you to review your current content and identify ONE area where you could incorporate additional scaffolding. This could include... Turning on captions for videos Creating a step-by-step checklist to make a complex process visual Creating simple guided questions for group coaching calls Asking a 1:1 client: what would look like amazing support for you What will you choose to do?  
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Jul 30, 2024 • 21min

66 | Get Organized Using Your Alter Ego

Enrollment is open for my 6-month small group mastermind, Organized to Profit. Learn more and apply here. This is a safe place and a very small group (2-4 people) where we focus on the goals you set in your business that will make you money. In this episode of the Organized Coach Podcast, we are unpacking the concept of the alter ego as a tool to help you become more organized in your personal and professional life.   We will unlock your inner organized self with the power of the alter ego.   First, I explain what an alter ego is; then, I share the example of Beyonce's Sasha Fierce and the comic book character Superman.   I provide practical tips for creating and stepping into your own organized alter ego, the one you can make today that fits you, your way of thinking, and your stage of life.   Even if you think, "But I really don't have any organizing skills, Tracy." or "No one has ever taught me...I feel like I don't even know how to imagine what an organized person would do," try this! This concept can be just as helpful for those with ADHD or missing organizational skills.   Tune in to learn how to make it fun! Use your creativity and routines to activate your organized self and make strides in managing your business or home efficiently.   Click here for the full transcript, notes, links, and more.   Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!    
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Jul 23, 2024 • 20min

65 | 3 Things to Organize for the Biggest ROI - Return on Investment

Enrollment is open for my 6-month small group mastermind, Organized to Profit. Learn more and apply here. This is a safe place and a very small group (2-4 people) where we focus on the goals you set in your business that will make you money. I read a statistic this week that people waste 2.5 hours a day searching for things they need to do the work they need to do. WHAT!!! That needs to stop. In this episode of the Organized Coach Podcast, I share three key areas to organize in your coaching business for the most significant return on investment (ROI). These areas include organizing your digital files, setting up an efficient bookmarks bar, and creating a documented process for your marketing activities. As you listen to the episode, choose only one task at a time to commit to organizing. If you experience stress, overwhelm, or frustration because you are constantly looking for things, reinventing the wheel each time you take action, or lack efficiency, then listen in. Investing time to organize these three areas will save you so much time and create joy and peace as you work on your computer and in your business. Join the Organized Coach Academy for personalized guidance and support to actually get this work executed. If you are ready to make more money in your business, apply here to join Organized to Profit.    Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!
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Jul 16, 2024 • 43min

64 | From 1 Client to 12 in 6 Months with Cynthia Coufal

Click here to apply for the next round of the Organize To Profit Mastemind. In this episode, I'm introducing my 'Organize to Profit' small group (only 2-4 coaches) mastermind to my podcast listeners! Learn more in the episode as you listen to Cynthia Coufal, who participated in the first mastermind round. She shares the program's transformative impact on her business and her confidence. Cynthia, a teen anxiety coach, went from having one client when she joined the mastermind to twelve in only 6 months. She tripled her podcast downloads based on some changes I suggested. She created her workshop, identified and created her signature formula/intellectual property, streamlined her 1:1 coaching program and learned how to pitch it at the end of her workshop, created a valuable bonus that she now teaches at conferences, created an organized template for her client notes, and more!! You can hear her confidence and excitement as she talks about her business. It's so exciting to know she is on her way to helping thousands of teens with anxiety. I love the effectiveness of really small groups and am having so much fun helping coaches in this container. This small group allows for impactful coaching and very specific customization for your exact stage of business and goals. When I see inside your business, I can also offer organizational help that will save you time, create efficiency, and simplify your processes. As you listen to Cynthia's results, consider the impact this mastermind could have on your business. Apply here.   Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!
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Jul 9, 2024 • 24min

63 | 5 Things You Never Knew You Needed For An Organized Business

This episode was sparked when one of my clients told me, "Tracy, I never knew I needed this, but it's helped me get/feel so organized!"   In this solo episode of The Organized Coach Podcast, I introduce five essential systems or tools for streamlining your coaching business...that you never even knew you needed.   I discuss shortcuts with the bookmarks bar, an idea tracker for organizing thoughts, the power of having everything in one place, templates to save time, and a business dashboard for centralizing key business information.   Then, I also provide practical steps for implementing these strategies, helping you save time and reduce overwhelm. This leads to increased productivity and a smoother-running business.   Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!  
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Jul 2, 2024 • 53min

62 | Pain Points? How Systems Are the Solution with Emylee Williams

Can you identify the pain points you are experiencing in your coaching business? If so, a system is most likely the solution you're looking for. My guest this week, Emylee Williams, is a founder, best-selling author, and consultant working with small business owners to create efficient ecosystems within their operations and marketing. She's obsessed with helping others design and run lean, aligned, highly profitable businesses. Our conversation delves into the importance of systems and processes, how to identify and address pain points, and the benefits of staying organized and consistent in business operations. Emily shares her unique perspective, from co-founding a seven-figure agency to starting her lean consulting business.  You will gain insights on tools like Airtable, Miro, Otter, and Zapier and learn practical steps to streamline tasks and manage your businesses more effectively. This episode is packed with actionable advice for anyone looking to work less, stay organized, and increase profitability.   Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!
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Jun 25, 2024 • 44min

61 | How to Use LinkedIn to Grow Your Business with Kristin Dabney

Do you use LinkedIn as a marketing strategy to connect, grow your network, and get clients? In this episode of The Organized Coach Podcast, my dear friend Kristin Dabney, a career strategist and leadership coach who helps professionals optimize their LinkedIn profiles, tells us exactly what to do to optimize our profiles, engage effectively, and use LinkedIn as a powerful marketing tool to grow our businesses. We discuss the importance of having an optimized profile, personalized engagement strategies, and how to leverage LinkedIn for professional networking and client acquisition. We also touch on the benefits of using LinkedIn for referrals, learning, and establishing oneself as an expert. Tune in to learn the do's and don'ts of LinkedIn marketing for coaches. Then, please connect with both of us on LinkedIn: Tracy Hoth and Kristin Dabney!   Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

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