Episode #189 Relax with Money Buckets

January 11, 2024

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Tight jaw, heavy chest and tense body = nervous system hijacked by money scarcity.

It happens to everyone.  Life whammies happen.  As entrepreneurs we get the added bonus of business whammies and sales scarcity.

This episode isn't about how to soothe your nervous system when this happens.  This episode is about prevention.

How great would it be if you could just relax?  Even better, what if you didn't have to feel this way ever?

Perhaps 2024 is the year to finally create your money buckets.  Not sure what I mean and how to create them?  I'm sharing tips and some special buckets you may have never considered.

Join me as I share a few of my lessons learned from 2023 expensive business experiments and life whammies.  Lessons learned always lead to "What would be better next time?"  This is the perfect question as we head into the 2024 Business Vision & Plannign workshop.

In this episode we explore:

  • Lessons learned - expensive business experiments & personal whammies
  • Planning experiments and FB ads based on costs
  • Business & Personal Money Buckets
  • The 3 Types of Business years
  • How to bring these concepts in your 2024 Business Vision

Consultations are a make or break aspect to many businesses. They are the critical moment to learn what a potential customer really needs and how your product/service is the perfect solution. If you don’t have enough consults or you’re not successfully converting the consults into paying clients, your business will suffer.

This episode is for you. 


There are tons of people that need your help. But, if your Connection skills are off, you’ll be tempted to keep yourself occupied with busy work. That doesn’t keep a business afloat. I have a special course to share with you. I’ll show you the exact psychology and authentic approach that will get you fully booked.


As for the consult itself, guess what? It’s just a series of process steps. Which process steps you may ask? Why, the Clarity Steps of course!  Seriously, this Secret Sauce works on everything!


In this episode I’ll reveal how to use The Clarity Steps as your framework for a Consultation call that converts to a paid client.  You’ll learn how to connect with heart, with their exact needs and deliver on what is most valuable to them.  The Clarity Steps gives you a Win - Win.  A win for them and a win for your business, everytime.


In this episode we explore:

  • An off the shelf offer to help you book more consultations
  • What a consultation actually is
  • What to do before a consultation call
  • How to structure the consultation call (using the Clarity Steps!)
  • A good idea vs. a valuable idea
  • The difference between innovative projects and improvement projects


Time Stamps

[3:00] The Connection Factor course- If you’re not booking consultations, I have an off-the-shelf offering for you (and a coupon code!).


[4:43] Taking a potential client to a paying client- If you are booking consultation calls, it is time to make sure you are converting a high percentage of those to paying clients.


[4:51] Let’s define consultation- Just to make sure we’re all talking about the same thing, I’m going to tell you what a consultation actually is. 


[7:58] Pour on the Secret Sauce- The clarity steps are back! They are the secret sauce to many components of your business, today we’re using them in your consultation calls. 


[9:27] The Work before the Work- Doing some “pre-work” before your call will help you go into the meeting feeling prepared. 


[14:25] The structure of a strong consultation call- The Clarity Steps are going to help you approach each consultation with the same overall structure. This consistency will give you more confidence and lead to higher conversions. 


[16:07] Guide their vision- Ask some questions, step into their dream with your potential client. This is also when you find out what type of project they have in mind for the potential work. 


[20:03] Good ideas aren’t always valuable- If the product or service doesn't sell, that might mean that your idea doesn’t hold value for your business right now. 


[23:31] Measuring success for potential projects- Success will look different for different types of projects, so asking the right questions in this step is important. 


[25:15] Bridging the gap- In this part of a consultation call, you’ll share how what you do can get them from Point A to Point B in their project. 


[26:27] Hearing ALL the obstacles- Connecting during this part of a consultation could be what really helps you turn a potential client into a paying client. 


[31:05] What have you tried?- The experiment step for the consultation call centers around finding out what the potential client has tried, and why they are seeking help now. 


[32:05] Uncovering requirements for a successful solution- The lessons learned step will guide the conversation to the must haves within a chosen solution 


[33:10] Extending an offer- If you know you can help, and the potential client is a good fit, it’s time to extend an offer to work together! 


[35:17] Celebrating a two-sided YES- Don’t forget to celebrate the WIN! 


[37:52] Things to keep in mind- This is all a process and your own mindset plays a role.


[41:33] A quick recap- If you need help beyond the application of the Clarity Steps to your consultations calls, I would love to support you.


[44:17] Staying authentic- No matter what type of project, what type of offer, or who the potential client is, don’t forget to add your personal touch to all your consultations.

Consultations are a make or break aspect to many businesses. They are the critical moment to learn what a potential customer really needs and how your product/service is the perfect solution. If you don’t have enough consults or you’re not successfully converting the consults into paying clients, your business will suffer.

This episode is for you. 


There are tons of people that need your help. But, if your Connection skills are off, you’ll be tempted to keep yourself occupied with busy work. That doesn’t keep a business afloat. I have a special course to share with you. I’ll show you the exact psychology and authentic approach that will get you fully booked.


As for the consult itself, guess what? It’s just a series of process steps. Which process steps you may ask? Why, the Clarity Steps of course!  Seriously, this Secret Sauce works on everything!


In this episode I’ll reveal how to use The Clarity Steps as your framework for a Consultation call that converts to a paid client.  You’ll learn how to connect with heart, with their exact needs and deliver on what is most valuable to them.  The Clarity Steps gives you a Win - Win.  A win for them and a win for your business, everytime.


In this episode we explore:

  • An off the shelf offer to help you book more consultations
  • What a consultation actually is
  • What to do before a consultation call
  • How to structure the consultation call (using the Clarity Steps!)
  • A good idea vs. a valuable idea
  • The difference between innovative projects and improvement projects


Time Stamps

[3:00] The Connection Factor course- If you’re not booking consultations, I have an off-the-shelf offering for you (and a coupon code!).


[4:43] Taking a potential client to a paying client- If you are booking consultation calls, it is time to make sure you are converting a high percentage of those to paying clients.


[4:51] Let’s define consultation- Just to make sure we’re all talking about the same thing, I’m going to tell you what a consultation actually is. 


[7:58] Pour on the Secret Sauce- The clarity steps are back! They are the secret sauce to many components of your business, today we’re using them in your consultation calls. 


[9:27] The Work before the Work- Doing some “pre-work” before your call will help you go into the meeting feeling prepared. 


[14:25] The structure of a strong consultation call- The Clarity Steps are going to help you approach each consultation with the same overall structure. This consistency will give you more confidence and lead to higher conversions. 


[16:07] Guide their vision- Ask some questions, step into their dream with your potential client. This is also when you find out what type of project they have in mind for the potential work. 


[20:03] Good ideas aren’t always valuable- If the product or service doesn't sell, that might mean that your idea doesn’t hold value for your business right now. 


[23:31] Measuring success for potential projects- Success will look different for different types of projects, so asking the right questions in this step is important. 


[25:15] Bridging the gap- In this part of a consultation call, you’ll share how what you do can get them from Point A to Point B in their project. 


[26:27] Hearing ALL the obstacles- Connecting during this part of a consultation could be what really helps you turn a potential client into a paying client. 


[31:05] What have you tried?- The experiment step for the consultation call centers around finding out what the potential client has tried, and why they are seeking help now. 


[32:05] Uncovering requirements for a successful solution- The lessons learned step will guide the conversation to the must haves within a chosen solution 


[33:10] Extending an offer- If you know you can help, and the potential client is a good fit, it’s time to extend an offer to work together! 


[35:17] Celebrating a two-sided YES- Don’t forget to celebrate the WIN! 


[37:52] Things to keep in mind- This is all a process and your own mindset plays a role.


[41:33] A quick recap- If you need help beyond the application of the Clarity Steps to your consultations calls, I would love to support you.


[44:17] Staying authentic- No matter what type of project, what type of offer, or who the potential client is, don’t forget to add your personal touch to all your consultations.

Consultations are a make or break aspect to many businesses. They are the critical moment to learn what a potential customer really needs and how your product/service is the perfect solution. If you don’t have enough consults or you’re not successfully converting the consults into paying clients, your business will suffer.

This episode is for you. 


There are tons of people that need your help. But, if your Connection skills are off, you’ll be tempted to keep yourself occupied with busy work. That doesn’t keep a business afloat. I have a special course to share with you. I’ll show you the exact psychology and authentic approach that will get you fully booked.


As for the consult itself, guess what? It’s just a series of process steps. Which process steps you may ask? Why, the Clarity Steps of course!  Seriously, this Secret Sauce works on everything!


In this episode I’ll reveal how to use The Clarity Steps as your framework for a Consultation call that converts to a paid client.  You’ll learn how to connect with heart, with their exact needs and deliver on what is most valuable to them.  The Clarity Steps gives you a Win - Win.  A win for them and a win for your business, everytime.


In this episode we explore:

  • An off the shelf offer to help you book more consultations
  • What a consultation actually is
  • What to do before a consultation call
  • How to structure the consultation call (using the Clarity Steps!)
  • A good idea vs. a valuable idea
  • The difference between innovative projects and improvement projects


Time Stamps

[3:00] The Connection Factor course- If you’re not booking consultations, I have an off-the-shelf offering for you (and a coupon code!).


[4:43] Taking a potential client to a paying client- If you are booking consultation calls, it is time to make sure you are converting a high percentage of those to paying clients.


[4:51] Let’s define consultation- Just to make sure we’re all talking about the same thing, I’m going to tell you what a consultation actually is. 


[7:58] Pour on the Secret Sauce- The clarity steps are back! They are the secret sauce to many components of your business, today we’re using them in your consultation calls. 


[9:27] The Work before the Work- Doing some “pre-work” before your call will help you go into the meeting feeling prepared. 


[14:25] The structure of a strong consultation call- The Clarity Steps are going to help you approach each consultation with the same overall structure. This consistency will give you more confidence and lead to higher conversions. 


[16:07] Guide their vision- Ask some questions, step into their dream with your potential client. This is also when you find out what type of project they have in mind for the potential work. 


[20:03] Good ideas aren’t always valuable- If the product or service doesn't sell, that might mean that your idea doesn’t hold value for your business right now. 


[23:31] Measuring success for potential projects- Success will look different for different types of projects, so asking the right questions in this step is important. 


[25:15] Bridging the gap- In this part of a consultation call, you’ll share how what you do can get them from Point A to Point B in their project. 


[26:27] Hearing ALL the obstacles- Connecting during this part of a consultation could be what really helps you turn a potential client into a paying client. 


[31:05] What have you tried?- The experiment step for the consultation call centers around finding out what the potential client has tried, and why they are seeking help now. 


[32:05] Uncovering requirements for a successful solution- The lessons learned step will guide the conversation to the must haves within a chosen solution 


[33:10] Extending an offer- If you know you can help, and the potential client is a good fit, it’s time to extend an offer to work together! 


[35:17] Celebrating a two-sided YES- Don’t forget to celebrate the WIN! 


[37:52] Things to keep in mind- This is all a process and your own mindset plays a role.


[41:33] A quick recap- If you need help beyond the application of the Clarity Steps to your consultations calls, I would love to support you.


[44:17] Staying authentic- No matter what type of project, what type of offer, or who the potential client is, don’t forget to add your personal touch to all your consultations.  

January 12th & 19th- Free Workshops

Make 2024 the Year It Happens in your Business!

Get your business working and finally smash the glass ceiling.  All while taking care of your Mental Health.

Walk away with your customized framework and system to keep you focused and unstoppable. 

BONUS - 5 Essential Components of a Business Vision micro-video series

Learn More

Janaury 26th - Free Webinar

Your heart wants to help so many people.  And you're really good at helping.
So why can't you reach them?

Head over to the webinar registration page to learn the answer...and the solution.

 

Learn More

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