WW 267: 3 Bottlenecks to Assess If You’re Struggling to Get Financial Coaching Clients - Solo Show
For today's episode, I want to focus in on the attraction/selling piece. Many of my clients build and start to market their programs and then start to feel a little bit stuck, and struggle to get clients to book. I've identified 3 major bottlenecks that tend to keep clients stuck in various ways, so for this episode, I'm sharing those 3 things and how to fix them so that you can clear up some of those blockages and start bringing in clients! Loving this episode? Take a screenshot and share it on Instagram! Tag me so I can send you some love (@Tess_Wicks)
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A Quick Recap from this episode
For today's episode, I want to focus in on the attraction/selling piece. Many of my clients build and start to market their programs and then start to feel a little bit stuck, and struggle to get clients to book. I've identified 3 major bottlenecks that tend to keep clients stuck in various ways, so for this episode, I'm sharing those 3 things and how to fix them so that you can clear up some of those blockages and start bringing in clients!
Bottleneck #1: Understanding if you’re getting in front of leads
Do you feel like you're getting in front of the right people that would ultimately want to buy your services? Mostly, you can figure this out if you can look at your audience and determine if you have an audience or not. It doesn’t have to be huge, but ask yourself if you know who they are and where to find them.
If you’re just starting out and don't have a big, captive audience to begin with, then you can go out and find captive audiences that already exist, that are made up of your ideal clients. Wherever your audience is, make sure that you’re spending time there and interacting regularly.
If you feel like you aren’t sure about your audience, then this is where we need to focus. This is where we need to spend our time, first and foremost, because that's the first piece of getting people into your funnel that ultimately leads to getting financial coaching clients. If we don't know where our clients are, aren’t spending time where they are, or aren’t interacting and making ourselves known, we have to solve that problem first.
Bottleneck #2: Your content isn’t hitting right or the interactions that you’re having aren’t hitting right and, ultimately, aren’t converting
You may feel like you already know where your audience is or already have a community built with your ideal clients, so what is the next breakdown?
- Is your content relevant to the topic that you speak to as well as your ideal clients? (Don’t be afraid to niche down!)
- Are you fostering engagement?
- Are you actually talking about your offer?
- Is this actually the major bottleneck where you’re getting stuck?
Bottleneck #3: The sales calls or conversations aren’t converting
If you know you’re getting in front of ideal leads and your content is landing, then it’s time to take a look at your sales process (I’m assuming your doing some type of sales call or having some conversation). We have a lot of other episodes surrounding this piece, so make sure you check those out.
Have respect for your potential client’s boundaries, but make sure you’re setting up a follow up process to avoid getting ghosted when potential clients don’t book with you right away. Work with potential clients to make a plan with them for how to get started or take a deposit. Don’t pressure people into buying from you, but make sure you’re doing your due diligence in explaining their options and then following up in a timely way.
If sales aren’t converting because you’re getting a lot of objections, then you have to learn to handle those objections, but remember that their thoughts and comments are worthy, and even if you think they’re ridiculous, you need to come from a place of understanding and being willing to discuss it.
Lastly, if it’s just not a perfect fit, can you down sell them into something else? One of my coaches used to call this a secret menu item - something that you don’t market publicly but have ready to offer when you need it (such as gaining access to the curriculum of your program if they can’t afford the full program with the calls with you).
Those are the three bottlenecks to assess. If you're having a hard time finding clients to join your program, go through those three bottlenecks, and I hope you were actually able to determine and spot what that is and what you need to be focusing on.
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