Ep. 2 - How I Created My Ideal Virtual Coaching & Consultancy Workflow

Uncategorized Jan 24, 2019

**Before getting started, please know that this is not a guarantee of income. This episode is dedicated to helping you set up a user flow for both lead generation and managing your virtual coaching and consulting clients. This system has worked for me, and I’d simply like to share it with you. When I mention things working, I strictly am referring to the functionality of this system, not a guaranteed income.**

In today’s episode, I’ll be talking about how I designed an ideal onboarding flow for my virtual coaching and consultancy business. Before I decided to step away from that to concentrate on Budgetpreneur, I was charging between $100-$350/hour between my virtual and in-person coaching sessions. Budgetpreneur still proved to be a greater calling, so I’ll be telling the masses how I did this instead of keeping it to myself.

Before you get started, you’ll definitely want to know how much you’ll be charging potential clients. Once you offer a rate to a specific client, consider it locked in. While you can raise and lower your prices anytime you wish, it’s best to have a pretty accurate idea of what you’ll charge going forward. Of course, as time goes on, client retention rate will speak to the value of your services naturally.

Once you have people in your door, a good coach or consultant will have a decent intake form or questionnaire to obtain as much information as possible. If you truly want to build your business on a budget, then having this in place will save you both time and money in the long run. Not to mention, it allows for a high value for the client because of how familiar you can become with their goals and aspirations.

Of course, none of this will do you much good if you can’t service this customer after they sign up. So I’ll discuss what I did to optimize the flow and grow a steady stream of online coaching and consulting clients. The best part is, most of these tools are free forever, but you’ll hear me mention Kajabi quite a few times in this episode. They are not a paid sponsorship, but I do have an affiliate link with 25% off for you by clicking here.

Use the Kajabi link provided for a 28-day free trial where you’ll have plenty of time to get your online coaching or consulting off the ground! I wouldn’t suggest this tool if I didn’t use it myself with success in many online ventures.

Are YOU Ready To Build Your Brand On A Budget?

Budgetpreneur is designed to help online entrepreneurs, all over the world, build and grow their brands on a budget. Don’t be turned away or intimidated by creating an income online due to a lack of knowledge and know-how. If you’ve been wanting or trying to make money online, the proper way, but haven’t had any luck then you’ve come to the right place. It’s time to grab the reins and take control of your future by creating the ideal online brand to reach your goals. Learn how to do all of this and more with Budgetpreneur. Sign up for FREE on our website by clicking on Build Your Brand.

Build Your Brand Boot Camp: https://budgetpreneur.com/boot-camp/

Podbean Podcast: https://podcast.budgetpreneur.com

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iTunes: https://itunes.apple.com/us/podcast/budgetpreneur-podcast-series/id1435214759?mt=2

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