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Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First”...

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Pillar 4 Week 3 Video 2 1 Become A Health Coach Certification Pillar 4: Proven Marketing & Business Systems Week 3 Copyright © 2015. All Rights Reserved Not For Commercial Distribution
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Page 1: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 21

Become A Health CoachCertification

Pillar 4: Proven Marketing & Business SystemsWeek 3

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Page 2: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 22

How To Get Clients From Networking

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Page 3: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 23

Learning Objectives:• Review the step-by-step flowchart that outlines specifically how to get clients from networking

• How to network when you’re an introvert

• What to do about business cards

• 25+ networking ideas

• Discover how to prepare and prequalify potential clients for your CTD conversation

• Learn how to keep your client engaged between the CTD and Session #1 (instead of dropping out, freaking out or disappearing)

• Find out what to say if a potential client is a no-show

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Page 4: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 24

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Page 5: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 25

How To Get Clients From Networking• Choose & book networking events

Ideal is 1-2 per week (4-8 per month) Will share 25+ networking ideas at the end of this video Make sure you block schedule time to research and plan your

networking events In Sample Health Coach Calendars from P4, W1, this happens

for 1 hr every Thursday

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Page 6: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 26

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Page 7: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 27

How To Get Clients From Networking• Attending networking event

What support and/or stretch do you need to make attending inevitable?

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Page 8: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 28

How To Get Clients From Networking• How to network

The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How can I help

you?”

How to network when you’re an introvert Ask to be guided to the top 1-3 people that are best for you to meet Release the pressure to be someone you’re not

What to do about business cards Focus on getting business cards instead of giving them

Why? Because then you control the follow up Make notes on business cards for easy follow up

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Page 9: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 29

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Page 10: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 210

How To Get Clients From Networking• Use hot hook to answer the question “What do you do?”

Use networking events to test your Starter Hot Hook Play a game with yourself to say Starter Hot Hook to at least 20 people and

observe their reaction

• Within 12-24 hours, send 1-2 types of follow up emails:1. Potential Referral Partners: Email, text, or call potential referral partners to

continue the conversation over coffee, tea, lunch, skype or phone2. Potential Clients: Send personal email invitation into CTD conversation

Send “Prepping For Your Session” email to prequalify and schedule

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Page 11: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 211

Why is it important to prepare your client for the CTD?

It’s not just important – it’s CRUCIAL.

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Page 12: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 212

In Pillar 2, Week 2 we introduced you to the “Prepping For Your Session” Email, and we’re revisiting that email here.

The goal of this email is to “prequalify” your potential clients.

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Page 13: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 213

What does it mean to prequalify a potential client?

A basic definition of the word “prequalify” is: “to qualify in advance to take part in something”.

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Page 14: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 214

We don’t want you to have just anyone with a checkbook and a pulse coming to your CTD – our goal is to help you attract as many IDEAL clients into your CTD as possible.

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Page 15: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 215

To do that, we want to qualify potential clients in advanceto determine if they’re:

• Coachable

• Eager

• Ready to do the work

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Page 16: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 216

That’s why you’ll send the “Prepping For Your Session” email before the CTD.

The email copy asks your potential client to take several actions. Whether or not she takes them will tell you a lot

about how coachable, eager and ready to do the work she is.

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Page 17: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 217

Let’s review that email copy now – you can download the handout below this video to follow along if you like. It’s titled

“Prepping For Your Session: Sample Email Copy”.

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Page 18: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 218

Prepping For Your Session: Sample Email Copy

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Page 19: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 219

SUBJECT LINE: Prepping for your Body Transformation Breakthrough session...

Hi [insert name],

Congrats on making the decision to uncover what’s stopping you, slowing you down or keeping you from having the body you want…. and what to do about it.

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Page 20: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 220

This email is all about prepping for your Body Transformation Breakthrough session, [WIIFM] so that our

time together will be super valuable for you.

[PRE-FRAMING] This session is 60 minutes and takes place on the phone. If you can, make sure you’re in a quiet,

private place for the call.

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Page 21: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 221

It’s easy to book your session – just do these 3 quick things....

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Page 22: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 222

1. [ACTION #1] Click on this link to access my online calendar and book a time and date [insert online calendar

link here]

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Page 23: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 223

2. [ACTION #2] Fill out the attached Body Transformation Intake Form and email it back to me at [insert email

address] prior to our session. (This will give me a chance to get to know you better so we can focus our time on helping

you transform your body the RIGHT way! All information will be kept confidential.)

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Page 24: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 224

3. [ACTION #3] Go to my Success Stories page [link to website] or Yelp [link to Yelp] to hear others’ experiences with working with me & get inspired by great women just

like you who were terrified that they’d never transform their body, then finally discovered how to look and feel hotter

than ever. (Woo-hoo!)

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Page 25: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 225

(Important note: [GUARANTEE POLICY] If you have to cancel or reschedule your session for any reason, I ask

that you give me 48 hours notice. If you cancel or reschedule within 48 hours of your session, I can’t

guarantee that I’ll have a new slot available.)

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Page 26: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 226

If you have any questions, just hit “reply” to this email. I look forward to connecting!

[BRANDED SIGNATURE LINE] Here’s to your Body Transformation....[Insert your name]

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Page 27: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 227

A potential client who is willing to take the actions requested in the email is more likely an ideal client than

someone who doesn’t take any of the actions.

You WILL notice a difference in the quality of potential clients you’re attracting if you do NOT send out the pre-

qualifying email.

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Page 28: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 228

Two notes about this email1. Online calendar

• TimeTrade

• Your BHC Website

2. Intake Form

• Why Stacey created this form

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Page 29: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 229

[Stacey’s] Intake Form

Thank you for taking the time to fill this out. Please email the completed version back to me at [insert email address]

prior to your [Total Body Breakthrough Session].(All information will be kept confidential.)

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Page 30: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 230

1. What is your main health concern?

2. What have you done in the past to work on this health condition (include both alternative & traditional modalities)?

3. What has proven effective?

4. What is your current diet like? Please be specific: list breakfast, lunch, dinner, and snacks, as well as the times you eat.

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Page 31: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 231

5. Are you taking any supplements? Please list what you take and what its for.

6. What would you like your health to be 30 days from now? How about 90 days from now?

7. What obstacles, challenges, and struggles do you come up with regarding diet/lifestyle?

8. What do you hope to get out of our time together?

9. What are 5 things you LOVE about your life?

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Page 32: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 232

Great. Let’s go back to our Flowchart.

So you just sent the “Prepping For Your Session” Email.

The next step is…

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Page 33: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 233

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Page 34: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 234

Flowchart (cont)• Deliver CTD and, if appropriate, invite to become client

• Process payment

• You chose a payment processing method during last week’s lesson

• Send stick strategies

• What is a stick strategy and why do you need one?

• Welcome Email with Program Agreement

• “Box of Goodies”

• Coupon booklet (strategy is in next week’s video)

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Page 35: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 235

Flowchart (cont)• Deliver program

• Give next/renewal offer

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Page 36: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 236

BONUS COACHING TIP: What to do when a potential client is a no-show!

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Page 37: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 237

Sometimes life gets in the way and appointments slip through the cracks, we forget to call and cancel or

reschedule. We’re all human – it happens.

Before you get angry, hurt, disappointed and start contemplating your worthlessness… step back, shake it off,

and shift your attitude.

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Page 38: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 238

How do you know that the client intentionally flaked out? How do you know that the client missing the CTD means

that they don’t want to work with you? Adjust your attitude.

Visualize that this client actually DOES want to work with you and will be thrilled that you are following up!

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Page 39: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 239

Use the “Are you okay?” email below to reach out and compassionately continue to hold the vision that this client wants the change and is ready to work together and just

needed that extra nudge.

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Page 40: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 240

The “Are you okay?” Email (You can also use this for a phone call.)

SUBJECT LINE: Are you okay?

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Page 41: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 241

[First Name], Hi, Just wondering, did you mean to miss our appointment this morning? I was worried about you….

Please let me know you are okay!

With love,Stacey

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Page 42: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 242

BONUS NETWORKING TIP: Add contacts to mailchimp email list set up by event.

This way you can keep in touch with contacts from various networking events.

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Page 43: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 243

25+ Networking Ideas!See handout below this video.

Now that you know how to network, and the flow of how someone you meet at a networking event becomes a client, in our next video we’re going to do deeper into connecting

with Referral Partners, which can be a lucrative steady source of clients.

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Page 44: Become A Health Coach Certification Pillar 4: Proven ... · The Golden Rule is to “Serve First” Ask: “What resources do you need?”, “Who is your ideal client?”, “How

Pillar 4 Week 3 Video 244

Before you go onto the next video, leave a comment and let us know – what was your favorite part of this video

training?

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