Starting any business is hard, and it’s even harder when you’re the product. As a health coach, you have all the work and stress of a business, plus added pressure to keep yourself looking and feeling great for your clients so you can provide the best service!
But how do you actually do it all?
The truth is, the pros stay on top of everything by using some major organisation hacks, which is why I wanted to share my favourite options that’ll get you on the right foot for 2021 (because let’s be honest, after the year we’ve had, none of us knows what’s around the corner!)
Organisational hacks to streamline your health coach business
#1 Plan Your Downtime
I find that if you don’t schedule in time for yourself, there will always be ‘something’ that becomes more important. ‘You time’ just gets pushed to the bottom of the list!
Many people start coaching with the idea that they’ll have greater flexibility and a better quality of life, only to find that they’re working for the toughest boss ever – themselves. Business owners seldom allow themselves time off. They are constantly thinking of ways to win new clients and keep existing ones engaged.
So, putting a non-negotiable holiday in your calendar for between six and twelve months’ time gives you something to look forward to. Alternatively if that seems too few and far between why not schedule some mini-breaks in there.
It will remind you to take time for you, but better yet, it will help you focus on setting up systems and automations to get your business running (and making money) without you there all the time. Which is the first step to scaling up your business.
Top Tip: Plan a trip that will rejuvenate you in every respect – mind, body, and soul. With COVID making travel tricky for the foreseeable future, delay paying deposits and plan a local alternative. Remember, this is non-negotiable!
#2 Be More App-etising
As your business ramps up, it can be difficult to provide as personalised a service as you’d like. Just keeping track of messages, appointments, and payments can be overwhelming.
Fortunately, there are several excellent apps designed specifically for health coaches. These are just a few that could be beneficial:
Healthie is a practice management app created for health coaches and entrepreneurs. You can store your client records, manage appointments and billing, and even hold client sessions through the virtual care video chat facility.
Your clients are also able to use the app and can journal, take selfies, and log workouts and body data. Holding them accountable to their goals becomes almost effortless.
Shore management software gives you online access to schedule bookings and to send appointment reminders. It helps you store contact details and handle customer payments.
Shore is particularly great for marketing – it helps you design customised newsletters and create targeted ads through Google. Your customers can also leave feedback.
MYBODY360 lets you design personalised health and nutrition plans for your clients and deliver them electronically. You can choose to customise one of the plans on the app or build your own from scratch.
The app stores all the necessary information to allow you to monitor client progress and hold them accountable.
MealGarden is where you’ll find thousands of healthy recipes. They come with the option to use them in meal plans that are automatically adjusted for your clients’ goals.
Your clients will receive recipes with nutritional detail and even shopping lists. The app allows you to customise the plans with your personal branding, making everything streamlined across each platform!
#3 Find Your Niche
Trying to be all things to all people is a sure-fire way to burnout. By focusing on a specific area, you can target your prospective client base more precisely. You also distinguish yourself from the crowd and make it easy for people to refer you. (Even other health coaches can add value to their clients by sending them your way for specialist advice.)
Working in one defined field makes program development and marketing content much easier too. You’ll find it frees up your time enormously, and being a specialist means you can charge premium rates.
To decide on your niche, think about what really interests you and what you naturally do well. Doing work you’re passionate about, with people you enjoy helping, can be rewarding in itself.
Top Tip: Start by looking at your current or previous clients! What do they all have in common? Did they all have an interest in a specific service of yours, or perhaps they are all from the same location. Figuring out your niche can be as simple as finding the common thread and building on this in your branding and business.
#4 Create a Content Plan
Social media can be an effective and affordable way to attract new clients. It also tends to be the first thing we drop when we get stressed or busy. Then, after the rush, we wonder why things have gone quiet.
Your social media presence must be consistent to maintain a steady flow of incoming business. And to register on search engine results, your content must be well-thought out to have a purpose.
Take time at the start of this new year to create a content plan for the rest of 2021. Planning ahead allows you to think of seasonal themes and will cut down on time deciding on topics. It also helps keep you focused and allows you to free up time later in the year for building promotions and products that coincide with themes!
Top Tip: Include a call-to-action in your content. Let your readers know becoming a paying client is their first step to a healthier 2021 and remind yourself in your plan exactly what you’re hoping to achieve each month. Mini goals can help keep you motivated, inspired, and organised on what you should be promoting at each time.
#5 Automate everything you can
There are some things in a business that you can take off of your plate straight away! Automations that work to keep you organised include:
Lead generation and funnels – do you have a newsletter or mailing automation that allows you to turn cold leads into paying customers without you having to do anything? This generally starts from your website and encourages someone to sign up.
Client onboarding templates – most of the services you provide will have a similar framework to them, so make your life easier and automate the onboarding sequence. Create templates that you need clients to fill out with pre-written emails so that you can send them straight away and streamline the service. You could also have links to personal questionnaires already created in a welcome email as soon as someone purchases your services.
Marketing and social media – this is probably the easiest because you can create your content and then add to a scheduler to go out throughout the year! December is the best time of year to do this because it prepares for the New Year rush! Setting up your social media to automatically post keeps you fresh in the mind of your audience but doesn’t take up a huge amount of your time!
#6 Make a MAT
No, I don’t mean you should take up weaving! Guy Kawasaki, the Silicon Valley venture capitalist and marketing specialist, explains this method in his book “The Art of the Start.”
He suggests entrepreneurs establish goals or milestones (the “M”) and at the same time note down the assumptions (the “A”) they make in setting them. Then list the tasks (the “T”) that need to be performed to achieve the milestones.
At regular intervals, you should measure your progress, BUT you must also check whether your assumptions are still valid. If you’ve since learnt that something you thought would work, won’t – don’t keep chasing the same goal. Change it and make it relevant.
I suggest setting milestones a year in advance, but only doing the detailed tasks for the three months ahead (rolling).
#7 Just Say No
If you didn’t realise it before, doing your MAT and your content plan should make it clear exactly how much work you have to do in addition to your coaching. You now have a perfect reason to just say no.
Friends and family don’t always understand that working from home is still working. Or that flexible working hours doesn’t mean fewer hours. So often, we’re asked to run errands, or otherwise make ourselves available, during the working day on the presumption that we have the time for it.
Taking your business seriously means taking yourself seriously. You don’t have time to be anyone’s gopher. If anything, people should be taking stuff off your shoulders while you get yourself established. So don’t just learn to say no guilt-free – be prepared to ask for help if you need it!
There’s no sign of the popularity of health coaching waning anytime soon. In fact, 2020 has made people more determined than ever to live healthy and fulfilling lives. To take advantage of this trend, you should organise yourself and streamline your business. This entails a mix of personal development and practical business hacks. Work on both, and you’ll be set for success!
If you need help with your website or branding so that you’re organised and ready to take on 2021, get in touch and I’ll see how I can help!