Free Course–Step Seven–Setting Boundaries

Even with a clear communication plan and format in place, your client may push the limits. Setting boundaries is a primary task for your peach of mind and your client's best coaching experience.  

  • Clients may keep you on the phone longer than you intended
  • They will email you more than is allowed
  • They might text you for non-emergencies
  • They will send you messages on Facebook, on Twitter, on Voxer, or anywhere else that is convenient for them—regardless of your preferences

Does This Work Both Ways?

Are you tempted to reach out on the weekend to answer a question or schedule a call on a Sunday afternoon because that's when your client is available. You might think this is good business—after all, you're building a relationships.

The idea is not the best for you. The situation will lead to burn out because your boundaries are weak.  You'll always feel like you must do more for your clients. Sooner or later, you'll lose touch with your own health and personal space.

Setting boundaries is the answer for both you and your customers. Establish from the outset exactly what your coaching package includes, and be sure to include when contact takes place.

 For example, you might say:

Your coaching package includes one monthly, 50-minute phone call with me and one question by email each working day.

 My workdays are Monday through Thursday from 10 am to 4 pm Eastern, and I'll answer all calls and emails during that time.

With this format, you are setting boundaries and have included 

  • What the client gets (one phone call and once daily emails)
  • When she gets it (Monday through Thursday from 10 am to 4 pm)

You’ll also need to establish exactly how your clients should contact you, and what will happen if they do not follow the procedures. Setting boundaries includes  specific email addresses and phone numbers or conference lines exclusively for your client use.

Another step is to create “planned responses” to send out when a client attempts to contact you outside of your established boundaries.. For example, if you receive a Facebook message (and you don’t offer this as a form of contact) you might respond with:

Thank you for reaching out, and I'm happy to help you with this big issue. For better organization of my client files, though, I do ask that you send all your questions to my email address at yourname@yourdomain.com.

A gentle reminder for setting boundaries creates a better coaching relationship for both of you.

To keep phone calls shorter, use a simple kitchen timer. At the start of the call, tell your client, "We have XX minutes today, so I'm going to set a timer for YY minutes to remind us when it's almost time to end. That will help ensure I can answer all your questions."

Then set your timer for 5 minutes before the call is to end. When the timer goes off, let your client know you have 5 minutes remaining, and ask if she has any final questions before you hang up. Following this simple system will prevent those endless phone calls that trample all forms of boundaries. 

Resist the temptation to allow calls to be booked outside of your working hours, or to respond to questions on the weekend, or to book additional appointments "just this once." 

Doing so will make it appear to your client that your boundaries are flexible, and will invite them to push the limits as well. After all, if you email on the weekend, it must be ok, right?

 

Exercise: Map Your Work Hours

 

Sun Mon Tue Wed Thu Fri Sat

6am

 

Exercise: Craft Your Boundary Responses

How will you set the expectation at the start of a call, so it does not run too long?

How will you respond if a client contacts you outside your established system?

What will you tell yourself when you fail to respect your own boundaries?

 

Free Course–Step Six–Determining Your Price

Having trouble pricing your coaching program? A coach's difficult decision to make when determining your price is to consider value to your client and the your time not only to prepare, but also to coach.. 

Beginning coaches in all niches tend to price their time, content and value to the client way too low. You might charge as little as $97/month, while top business coaches can easily command $40,000, $50,000 or even $100,000 per year. Where will your program fit? A variety of factors affects this answer, such as:

  1. A year-long program is costlier than a 6-week offer.
  2. Certain industries, such as business, can demand higher price tags than others.Determining your price by comparison includes the value and end result for your clients. 
  3. Beginners will be less likely to shell out big bucks for coaching than will more advanced clients.
  4. If your result includes an increase in profits for business, then a higher-priced program is possible.

In addition to these elements, consider comparable programs from your coaching colleagues. What do they offer and for how much?

Exercise: Determining Your Program Price for Length 

Note: You can create multiple levels here as well. For example, you might offer both a 3-month and a six-month program.

Program Duration

Cost

Free Course–Step Five–Your 1:1 Coaching Package

At the heart of your 1:1 coaching package is giving a client access to you. Your clients most want the ability to consult with you and learn from your experiences.

An important part of your coaching package design is to determine exactly how you’ll connect with your clients, when the contact will happen, and where.

Your options

Here are  flexible options and can include:

  • Email
  • Phone calls
  • Private Facebook group or forums
  • Voxer
  • Text messaging
  • Mastermind group calls
  • In-person, VIP days

In addition to determining how your clients will connect with you, you also need to decide how much contact will be allowed. Again, the details are completely up to you. You can offer:

  • Weekly phone calls
  • Monthly phone calls and daily email
  • Emergency phone calls only with daily emails
  • A limited number of “Urgent,” on-demand Skype chats
  • Monthly mastermind group calls + private calls
  • Monthly Skype calls with text messaging for emergencies

 

And here's a tip: Daily access via email is a highly valuable benefits.

Few people will actually use it.

Making yourself available to clients in this way shows that you value your customer.

 The Bottom Line

What will make your customers feel supported without causing you to burn out? 

Aim for that contact frequency and format.

Also, consider how your clients will contact you.

  • Find online the conference line that I use... UberConference.com is free and easy to use. The Zoom app has allowed me also to talk with persons around the world without charge.
  • Email access is easy, but keep client work organized. One better idea is to establish a dedicated email address that you use just for coaching clients. It will be particularly useful if you offer something like daily email questions with a promise of a 24-hour response time. That way your important client emails won't get lost among store coupons and pictures from your cousin's wedding.
  • Higher-touch coaching packages might offer in-person or virtual VIP days or even group retreats.
  • VIP days can take place entirely online via Skype or Zoom, or your clients can visit you in your location.
  • Typically, a long-term coaching program might offer one or two VIP days per year for the opportunity to work together--hands on, side-by-side-- in her business or life plan. Without the distractions of home and kids, you and your client will accomplish a lot during a single VIP session.

 

Exercise: Decide Your Access & Availability

Contact Type

Frequency

Duration

Phone calls

Email

Mastermind call

Text messaging

VIP Days

 Other

 

Go to Step Six -->

"Determining Your Price"

Free Course–Step Four–Your Coaching Tools

Do you follow a proven format for coaching clients? If not, consider that the best 1:1 coaching programs not only follow a proven format, but they offer more than phone calls and Skype meetings as well.

 

Coaching Tools Include

  1. Reading material (books, e-books, blogs, etc.)
  2. Video—either for training purposes, to illustrate a point, or to offer inspiration
  3. Audio content
  4. Checklists
  5. Worksheets
  6. Templates
  7. Simple printables to help explain ideas and concepts

 

Many coaching tools are  easily repurposed from your own business. For example, if you have standard operating procedures or a variant of checklists that would be beneficial to your clients, rebrand them and offer as PDF downloads.

You can also create a reading list of your favorite books. Compile a list of useful You-Tube videos. Package your email responses to share.

Worksheets that offer fill-in-the-blank questions can help your clients work through complex or confusing processes, and will serve as a reminder in coming weeks or after their coaching program is completed, so they can continue to benefit.

Another option for high-end coaching programs is to send your clients physical books that will help with their growth. If you’ve written a book, another idea is to send clients a physical copy of your book, perhaps even customized for them, with notes in the margins or sticky notes to highlight important chapters.

Exercise: Plan Your Coaching Tools

What tools, training, worksheets and other resources will help your clients achieve their goals?

Tool Format Complete (y/n) Notes

Go To Step Five –>

"Design Your 1:1 Coaching Package"

 

Free Course–Step Three–Your Coaching Action Plan

To achieve significant results, coaching clients needs a focused, step-by-step coaching action plan. You design your best personal coaching programs that guides the client logically through each step in the process.

Big breakthroughs don’t happen overnight, and they don’t happen by chance—as your clients have no doubt discovered by now. In fact, your ideal client has probably been struggling for a while. She's read blog posts on the topic, watched dozens of webinars, attended conferences, read books, listened to podcasts, and still, her problem is right there--in front of her all the time.

For example, a coaching action plan designed to help freelancers get started online might include:

  • Developing service offerings
  • Ideal client discovers
  • Pricing packages
  • Creating a website
  • Keywords and SEO
  • Developing a sales funnel
  • Creating contracts
  • Marketing methods
  • Sales calls

Each step in the coaching action plan  is necessary, and also are dependent on one another. You cannot market your website if it doesn't exist yet. You can't work out pricing if you don’t know what services you offer.

Your coaching action plan, as well, will benefit from a logical flow of steps. Keeping your desired outcome as well as your ideal client in mind, think about

  • Where is she right now in business and life?
  • Where is she going with the help of your coaching?
  • Next draw the mind map to get her there, and this becomes the steps of your coaching program.
  • How long your program will last?

.One-to-one coaching programs range from a few weeks to a year or more, depending on the depth of the information and the outcome clients will achieve.

Realistically, how long will it take for your customers to work through the steps of the coaching action plan?

Be sure to consider outside influences such as:

  • Day jobs—if your customers are building a business while still working outside the home, it will reduce the amount of time they have available
  • Family obligations—toddlers in the house, summer vacations, elderly parents and a host of other life events can limit the time a client can dedicate to your program.

If your program includes elements that take time, consider extending the length of your coaching to accommodate them.

In step five, we'll talk more about contact access and frequency, but for now, only start considering how long your overall program will be, and what the steps to completion include.

Exercise: Brainstorm Your Coaching Action Plan Steps

What do your clients need to learn so that they can achieve your desired outcome? Spend a few minutes creating a list, and then organize it in a logical order.

 

In what order should your clients cover the topics listed above?

Exercise: Plan Your Program Duration

How long will it take your clients to work through all the steps above?

________ (weeks/months/years)

Go To Step Four–>

"Design Your Coaching Tools"

 

Free Course–Step Two–Establish Outcome for Client Problems

Knowing what client problems you solve (and for whom) is the next step. You need to know what outcome your clients will achieve.

If you've ever written a sales page, then you're familiar with the concept of features vs. benefits. Features describe the product. Benefits are the outcome of purchasing and using the product.

  • A feature of a showerhead is that it’s “low flow.” The benefit is that you save on your water bill.
  • A feature of exploring relationship issues is to identify personal desires and develop a plan to meet those desire.
  • A feature of your new curtains is that they block light. The benefit is that you can sleep in on the weekends.
  • A feature of your coaching program is that you are an expert in a specialized niche. The benefit is the outcome your clients will experience.

When you're thinking about the result you provide, try to see it from your potential client's point of view. The client problems cause her to struggle to find a solution.

  • What will her life or business look like once she's completed your program?
  • Will she make more money? How much? In what time frame?
  • Will she find her dream date? Get engaged? Married? How soon?
  • Will she grow her email list? By how much?

This significant benefit—or desired outcome—is what will sell your coaching program, which solves client problems, and is  the light at the end of the tunnel in which your client is stuck. Every aspect of your coaching program should lead in this direction.

You may feel challenged now, as you determine to create the desired outcome of your coaching package. Real case studies and testimonials—and even your own experiences—can help.

Look to your past clients and their achievements. What have they gained as a result of working with you? Chances are you have some testimonials you can turn to for details, but if not, don’t be afraid to reach out to them to ask about their results.

Pro Tip: Create an “exit interview” as a part of all your training programs—both group and 1:1—so you can find out about results, ask for testimonials, and make improvements to your programs as well.

Exercise: What Will Your Client Achieve?

As with your statement of the problem, write the desired outcome of your program. (Example: My clients learn to dramatically scale their marketing efforts to triple their income within a year.)

 

Go To Step Three –>

"Plan Your Platform"

How Planning Creates Your Success

If you have heard the phrase that what you can conceive, you can achieve, you may realize that few people truly understand the implication. The paradox of achievement is to adopt success into your life or work endeavors. Yet, how do you know when you have succeeded? Do you know success? Most people do not, and that shocked me. 

 

How Will You Know If You Succeed?

My client Marian used to wait for success to happen.  Sometimes it felt like she was waiting for disaster instead of success to pop up in front of her. Are like Marian:

You set no goals? Or, you set the wrong goals... like if you looked seriously at those goals, you would freak out. Perhaps you dread waking each day because you feel aimless, and yet, you need that paycheck!

If you do not have a game plan, your heart doesn't feel like you put out the effort.  You don't feel like the results are satisfactory. However, you have the power to change those results.

The following three attitudes or mindsets impede success:

  1. Procrastination
  2. Wasting time
  3. Lack of effective time management.

If you think of setting in motion a positive feedback loop for your achievements, you will be more confident each day. Then when life happens, or problems occur, you will feel more power to overcome obstacles.

If you say yes mentally when you face an issue, you empower action. You won't shy away from obstacles. On the contrary, you'll overcome obstacles, feel successful, and hopefully, continue to grow your success rate into positive numbers. Why?

You learn how to achieve. Start with how to be smart. Most successful people use SMART GOALS

  • Specific
  • Measurable
  • Achievable
  • Realistic
  • Timed

What is your primary goal? This goal can be ambitious or not, depending on whether you can fulfill the steps and make that goal real,

The next action is to break the goal into steps that are realistic, and you have a road map to success! Today you have success. Tomorrow, you feel more successful and happier. The next week, your success loop continues to strengthen.

Strengthen Success Loop

Setting a goal can help you measure your progress. The minute you set a goal you become responsible for attaining it. You now have a place to start from and a completion date. This allows you to see how far you have come and how far you still have to go.

Setting goals helps give you a sense of direction in your life and in your business. Having a clear and specific goal gives you a purpose; you have something to work towards. Who doesn't want to have something to look forward to?

Setting goals defines a purpose for you. This applies to both personal goals. How many times at work have you tried to look busy? But when you have a goal to reach you are automatically busy, as you don't want to be the one to miss the goal.

Setting goals helps you plan out a method for reaching them. If your employer tells you that you have to finish a 20,000 word report by the end of the month, you don't want to miss your deadline. Instead you will focus on how to create a plan so that you make your deadline. If reaching your goal means involving other people to help you then you will figure out a plan to do so.

Setting goals gives you energy and determination. As soon as you set a goal your mind starts to think about them and this gives you increased energy and drive. If you know you have a goal to reach at work, you are more likely to wake up feeling energized and ready to tackle the goal each day. When you don’t have a goal, the thought of going to work each day is without purpose other than to supply you with a paycheck.

Setting goals gives you a sense of pride. Smart employers will know that when they give their employees goals they are filling them with a sense of urgency and pride. Companies that continually set goals for their employees  report that morale is higher and that their productivity levels are high.

 

 

 

 

Coaching Online–Attracting Clients

Making money online with your coaching business means you will need clients. Attracting those clients could be difficult, but with practice the process can become easier.

Attracting Clients

Step 1 – Know Your Target Market

Narrow down your target market. Don’t try to get just any client. Choose a specific group or area of expertise that fit those people you want to coach or work with.  Shape your message to serve this specific segment. Use the words they use for emotional topics or soft skills, Talk about the specific benefits you offer that provides solutions to their challenges.

Examples of target markets:

  • Realtors who are faced with a lot of competition in a slow market.
  • Hair salon owners wanting to find a way to stand out among other salons or who are overwhelmed with their work.
  • Parenting coaches choosing to work with a special needs segment of the school population.
  • A Family Coach who want to coach mothers and children through the divorce process.

Can you begin to see how attracting clients is your task and focus most every day. An this process could be automated. 

Step 2 – Have confidence in your coaching service

Show you believe in your services and value your time in everything you say and do. Clients will see your value as well. How do you act or speak with confidence? Do you speak about how you offer services? Then switch the discussion to the vapes and emotional benefits your clients feel and experience when they work with you. 

Step 3 – Connect with prospects    

When talking to prospects, really listen and connect with them. Let them that feel you understand. Take the time to let your prospective clients know you as a person. Become known as someone who is friendly, helpful and willing to go the extra mile.

Step 4 – Be where they gather

Go to the forums, meetings and social media outlets where your prospective clients are hanging out. Interact with them. Network with them at events.

Step 5 – Show yourself as the expert

Get your knowledge out among the crowd by answering questions and helping others in the places where your clients are gathering. Write articles and books on your niche. Use social media as a way to create a buzz around your coaching business. Use Twitter, Facebook and your own blog to help spread the word about your services. 

Volunteer to speak at networking events and conferences to build your reputation as an expert. Choose Facebook Live as a venue for coaching or educating prospective clients. Ask for testimonials from current clients to build your authority. Form alliances with other coaches and people in your niche.

Step 6 – Ask for referrals

Ask your current and past clients for referrals. Everyone knows of a friend, colleague or family member who might be a good fit for your services.

Step 7 – Create a compelling marketing message

Your marketing message, tagline and elevator speech should grab the attention of prospects and make them want to call you.

Step 8 – Create your services package

Package your services, what you offer and what you know into courses and systems that make the prospective client take notice and want to work with you. Your coaching packages should be positioned so they sell themselves also apart from packaged programs.

Step 9 – Create a marketing plancoach-training-global

Create a specific plan to help you reach your prospective clients. Don’t put all your eggs in the same basket. Use several different types of marketing. For example, some methods that a parenting coach might use to become better known in their community would be to

  • offer a free parenting talk at the local library
  • write for a local parenting newspaper, to magazine

 

Step 10 – Learn to close the sale

Once you have attracted your ideal client, age next step is making a sale. To do that, learn how to close the sale properly so you don’t scare a person away or leave them hanging by not providing the next step. 

Attracting your ideal client gets easier the more you do it. Spending time in the right places and using the right marketing plan can help.