Select Page
Year End Planning and Making Sales for Wellness Coaches

Year End Planning and Making Sales for Wellness Coaches

by | Planning-Organization-Productivity

Michele Duwe from Miss Task | Year End Planning and Making Sales for Wellness Coaches

We’re digging into something incredibly crucial for all you wellness coaches out there – planning and promotion for the fourth quarter of your coaching business. Yes, I know it is the beginning of August, and hear me out. Typically the fourth quarter is the best quarter for selling. Whether we want to believe it or not, the final stretch of the year is upon us, and with kids heading back to school, it’s the perfect time to focus on building up your business.

So, grab a cup of coffee or your favorite drink, get comfy, and get to it.

Why Year End Planning is Essential

Yes, I know. We're only one month into the third quarter, and this time of year is essential for any online business, especially for you, my wellness coach friends. Before you know it, you'll be kicking off with all your new coaching clients in January. Taking a few hours each quarter to review and plan for the upcoming months is essential. Why? Because what you focus on improves.

I'm not sure about you, but things do not get done if I do not block time on my calendar. Start by scheduling time on your calendar for this year end planning session. I know not everybody loves to sit down and plan, but trust me, it's so worth it for your decision fatigue and for your business. Block off at least two hours, ideally on your CEO day or whenever it actually works for you. You want to review the fourth quarter from last year and set your new goals for the upcoming fourth quarter.

Setting the Tone for Year End Planning

Before you dive into your year end planning, set the tone to really get you in the right mindset. 

Grab your coffee, water, wine, or essential oils if you have a diffuser. If that's your thing, let's begin with a meditation to really get you focused. Turn off all the distractions. Yes, this means notifications are off, the phone is in do not disturb, and close all those extra browser tabs. You know what I mean, right? 

Personally, I love to pop in my earbuds and play some brown noise on my Insight Timer App. It helps me drown out all the distractions so that I can focus. I really need that in order to really get in and focus and be able to get things done in a shorter amount of time because we all want to get things done in a shorter amount of time. Am I right?

 

Reflect and Review

Once you have your year end planning day set and you're ready to go, the first thing you need to do is reflect on the current year. How is it going for you? Are you in line to reach your financial goals? If that makes you feel a little bit squeamish because you struggle to focus on money, think about your impact goals instead. How many people were you planning to work with this year? Are you close to hitting that target?

Pull out your quarterly review from the fourth quarter of last year. I'm guessing a lot has changed in your business over the last three quarters. However, it's a good base for year end planning. What worked well? What didn’t? Did you hit your goals? If not, why? This reflection is crucial to moving forward effectively. Take five to ten minutes to jot down your thoughts. I'm not expecting you to spend a whole lot of time and energy on this, but I just want you to get all your thoughts out on paper. Anything that comes to mind regarding last year's success or learning lessons?

Revisit Your Vision

Next, revisit your vision for this year. Personally, I do this monthly. I like to have a new splash on my desktop with my goals for the month and my vision for the year. If you haven't looked at your vision since the beginning of the year, does it still align with where you are now? If not, adjust it. Write out your three-year goal, so you know where you're going and where you want to be in three years. Then use that for your one-year vision to ensure alignment. Focus on just the last 90 days of this year. What do you want to achieve in this time? Make sure your quarterly goals align with your one-year vision. This alignment ensures that every step you take is pushing your business forward in the right direction.

Michele Duwe from Miss Task | Year End Planning and Making Sales for Wellness Coaches

Set Concrete Goals

Now, let’s set some concrete goals for the last quarter. Ensure these goals will impact your one-year vision. Break down those goals into actionable steps—who, what, when, and if needed, a little bit of how. Remember, commitment is key. Are you willing to devote two hours a day to these goals? If not, reconsider their importance. Map out important dates on your calendar: out-of-office days, kid events, holidays, and launch dates—all need to be accounted for. Reverse engineer your goals from these dates.

 

Prepare for Black Friday

Let's talk a little bit about Black Friday. Do you have a plan? If not, don't worry. You're not alone. Many small businesses find themselves either winging it or scrambling at the last minute. But today, we're changing that. Because it's August and we're looking at our Black Friday specials, we want to start by setting a revenue goal. Look at your numbers from last year and set your good, better, and best goals for this year. Determine your budget for ads if that's your jam and set a dollar amount that is reasonable.

Do you need to hire any additional help to make this year end plan come to life? You may need to budget time for a virtual assistant. Decide what you’ll be promoting at the end of the year. Will it be group coaching for January or one-on-one coaching packages? Plan your mini-offer or low-ticket offer for Black Friday that flows into your high-ticket offer.

Michele Duwe from Miss Task | Year End Planning and Making Sales for Wellness Coaches

Create Your Action Plan

Then create your action plan to get it all done. Action drives everything. You need your landing page, email sequences, shopping carts, onboarding process—the works. This preparation will make your Black Friday promotion and end-of-the-year promotions run smoothly and successfully. If you need help, I have just the low-ticket offer for you, a Black Friday Google Project Plan done for you. https://misstask.com/black-friday-project-plan

Time To Wrap This Up:

So there you have it—a quick start guide to year end planning your fourth quarter and gearing up for Black Friday. Remember, consistency is key, and taking the time to plan now will pay off in the busy months ahead. Focus on building your email list with a valuable freebie and keeping your audience engaged. You've got this, coach. Keep your mind, body, and spirit healthy, and let’s make this fourth quarter the best one yet.

Thank you so much for your support, I appreciate you and hope you make it a wonderful week!

Aligning Your Long-Form Content Calendar with Your Promotional Calendar

Aligning Your Long-Form Content Calendar with Your Promotional Calendar

by | Content Systems

Michele Duwe from Miss Task | Aligning Your Content Calendar with Your Promotional Calendar

Are you having trouble creating a long-form content calendar that aligns with your business goals and helps drive revenue in your health coaching business?

Well, friend, you're not alone. If you're tired of throwing spaghetti at the wall with your long-form content—like blog posts, podcasts, or YouTube videos—today, we're diving into how to simplify content creation and align it perfectly with your promotional strategies. This isn't just about growth; it's about boosting your income as a wellness coach.

Creating a content calendar for your wellness coaching practice keeps you consistent and helps avoid decision fatigue. And here's the thing—consistency isn't just a buzzword; it's the best way to build connections and reach the right people who will benefit the most from your expertise.

Understanding Content Pillars:

Let’s say you're just starting out and want to establish content pillars aligned with what you help people achieve. If mindset is your main focus, you might have pillars like mindset in eating, exercise, or goal setting—these are the big topics you help your clients overcome and should be the core of your content calendar.

You could structure your content to focus on one pillar per month, diving deep into that topic over several episodes or posts, or rotate through your pillars every six weeks. The key is aligning your content calendar and pillars with your promotional calendar to ensure every piece of content nurtures your audience and leads them toward your offers.

Scheduling and Consistency:

One of the easiest strategies I've found is content batching and planning for the next four to six weeks or creating a 13-week content cycle. This allows you to plan ahead and maintain a fresh flow of content without burning out. Aligning your content pillars with a 13-week cycle ensures that every part of what you want to cover is discussed.

For example, if you're transitioning from one-on-one to group coaching due to reaching capacit. Your content over those 13 weeks should lead to the launch of your group coaching, solving the problems your program addresses and inviting people to join a waitlist.

Aligning Content with Promotional Activities:

Each piece of content should naturally lead to your business offers, whether it’s coaching sessions, courses, or workshops. Your content should guide them down the path to that promotion, helping you attract the right people most aligned with your programs and personality.

Michele Duwe from Miss Task | Aligning Your Content Calendar with Your Promotional Calendar

Managing Content Volume and Organization:

Have you ever been overwhelmed by the volume of content? One of the best ways to handle this is to create a content system using tools like Trello, Asana, or Google Drive. These tools allow you to have a consistent checklist that covers all necessary steps.

Don’t be afraid to go back and refresh old content to realign it with your current promotional calendar or business goals. Tools like the Yoast plugin can help rewrite and republish blog content, ensuring it stays relevant and serves your current audience.

Practical Steps to Implement Today:

I want you to act today by mapping out your content pillars and sketching a basic promotional calendar highlighting key dates and events. These should run in parallel, each benefiting the other.

Best Practices for Creating an Effective Content Calendar:

Start by setting clear goals aligned with your promotional calendar. Know what your content aims to achieve, whether attracting new clients, establishing expertise, or building your brand.

1. Set clear goals: Before you begin creating your content calendar, take the time to think about your goals. What do you want to achieve through your content? Are you looking to attract new clients, establish yourself as an expert, or build your brand? Having clear goals in mind will help you create targeted and effective content.
2. Conduct a content audit: Take inventory of the content on your website and social media channels. Look at the type of content, the topics you cover, and the formats you use. This will help you identify any gaps in your content and areas for improvement.
3. Consider your ideal client: When creating your content calendar, consider your ideal client and the problems they are trying to solve. Ensure your content addresses their pain points and meets their needs.
4. Plan for variety: Don't just stick to one type of content. Mix things up by repurposing your podcast into a blog post or video or changing an already published blog post into your next podcast episode. This will help you reach different audiences.
5. Utilize a scheduling tool: A scheduling tool like Metricool will help you plan, organize, and schedule your content in advance. This will ensure that your content is published regularly and consistently.
6. Be consistent: When it comes to creating a content calendar, consistency is key. Aim to publish content regularly and at the same time every week. This will help you build an audience that knows when to expect new content from you.
7. Be adaptable: Be prepared to adjust your content calendar if something isn't working. Use analytics to track the performance of your content and adjust your strategy accordingly. One sure way you know that your content is hitting the mark with your promotional calendar is with money. Yes, I know. But in order to make the most impact, you have to bring money into your business. This is a metric not to be overlooked.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

Book Now!

Time To Wrap This Up:

Friends, I hope today's episode helps you see how aligning your content calendar with your promotional calendar can simplify your processes and amplify your impact. Remember, that long-form content you create is out there forever, simplifying your business goals. Don’t shy away from repurposing old content to give it new life.

Thank you so much for reading. If you're looking for more resources, check out the free quarterly planner. This planner will help you set clear goals and align your content strategy.

https://misstask.com/free-planning-workbook  

Have a wonderful week, and remember to stay consistent and aligned with your content calendar!

Mind Mapping Your Project: An Easy Peasy Process To Plan Your Next Big Wellness Project

Mind Mapping Your Project: An Easy Peasy Process To Plan Your Next Big Wellness Project

by | May Contain An Affiliate Link, Online Business

Disclaimer: If you happen to purchase anything I recommend in this or any of my communications, it’s likely I'll receive some kind of affiliate compensation from these products that I use and love. Please do not feel obligated to purchase anything through my links. 

Michele Duwe from Miss Task | Mind Mapping Your Project: An Easy Peasy Process To Plan Your Next Big Wellness Project

 Are you gearing up for that next big project but need help figuring out where to start when planning? As a wellness coach, are you ready to launch a new offer, a course, or podcast episodes? Beginning with a clear plan can set you up for success. One thing that works magically for me is mind mapping. It serves as a simple yet powerful first step. Mind mapping enables you to visualize and organize your project as an activity that enhances your creativity and clarity. 

 

Getting started with your mind mapping 

If this is new to you, mind mapping should be defined as transforming your project thoughts into a visual brainstorming session. It allows you to visualize all the following action steps as more than a daunting to-do list. 

Getting started with your mind mapping is easy. All you need to do is place the title of your next big idea, your next big launch, maybe it's all wellness course or podcast series at the center of your paper, or in a digital app, something as easy as MindMeister and you're going to encircle it. Now, get creative here. If you like to use colors, go ahead and pull up those pens and highlighters. 

From there, I want you to draw lines or spokes out to all the major tasks or categories related to your project in the middle—like everything you need to do, all the things that will bring your project into reality. This becomes the focal point of your planning, helping you prioritize the tasks and visualize the workflow that needs to happen.

Detailing Your Plan From Your Mind Map

Next, we will detail your plan. 

The more granular you can make each action step, the easier it is. Stick with me here; I know it sounds like a lot. But the goal is to break down all the big steps into many little tasks. Please look at each action and ask yourself, can I complete this in 10 minutes?

How much easier is it to bring your project or your next big vision into reality? When you know, you can do that in 30 minutes a day. All of those things will bring your project to reality. 

Don’t be afraid to do mind mapping to outline your podcast episode. It may be a simple way to keep you consistent with content creation. Use a mind map to design a coursework sheet or prepare a coaching tool list. The more details you break down, the easier each step will be to manage. 

For your next course creation, these might look like individual modules. For coaching offers, there can be different session themes. And for your podcast, you can use mind mapping to ensure your episodes align with your next promotion. 

This step helps you outline the core structure of your project and ensures that all key elements are considered. By breaking down your project into bite-size tasks, you'll clear your mind and ensure nothing is overlooked.

Reflect and Adjust

Once you have your mind map, you will reflect and adjust it. 

Does it feel complete? I want you to take a step back. 

Does it cover all aspects that need to take place on that project? Is there a flow to the task that makes sense logically to you time-wise? 

Sometimes, a quick break, a walk around the block, or a change of scenery can spark additional insights or necessary adjustments to that plan. Ensure your mind map feels exhaustive and comprehensive. You should look it over to identify any gaps that you missed in the steps along the way.

Transition to Project Management Software To Take Action

The next step with your project map is transitioning to your project management system. 

With your detailed mind map ready, the next step is to transfer those tasks into your project management tool. If you do not have project management software and planning is easier for you with a mind map, then MindMeister and Meister Task are excellent options for you. MindMeister is particularly seamless because it integrates all of your tasks from the mind map into Meister Task. 

This setup lets you turn your mind map directly into tasks within the project management software. Allowing you to easily assign deadlines, prioritize tasks, outsource to your team, and manage your project effectively from one central location

Setting Realistic Timeframes

When setting up your project, set realistic timeframes. I don’t know about you, but I do not like to feel behind schedule because I have not set realistic deadlines for completing a task. 

After laying out all the steps, you need to estimate how long each will take.

Take a moment to consider how long it is. Go ahead. Do it right now; estimate how long each step might take, and I want you to double that estimate. 

Why double that time estimate? 

Accurately assessing your time is crucial. Do you recall earlier when I mentioned a 10-minute task? The last thing you want is to say you're setting aside 10 minutes for an activity and then take 20.

Do you see why I suggested that you double that time? It is crucial. 

It's always better to account for foreseen delays. All the random unplanned actions that come up during the day, especially if your kids are home. Things come up, and they always do.   

I’ve been in your shoes. Unknown things will happen in your day when your family might need you because you have an unforeseen emergency or meltdown.

You will feel like you're behind the eight ball when you add unforeseen meltdowns and a poor time estimate. 

This approach will help you set realistic expectations and manage your time more effectively. Remember, if you've finished early, you can always move forward or take a well-deserved break. 

This method will help ensure that you stay on track without feeling rushed and overwhelmed.

Michele Duwe from Miss Task | Mind Mapping Your Project: An Easy Peasy Process To Plan Your Next Big Wellness Project

It's More Than Just a Map Your Project

Mind mapping can go beyond just a map of your projects. It is a versatile tool, not limited to project planning. It can be used to jot down your daily gratitudes, set personal goals, organize your thoughts on wellness topics, or even map out your daily activities when you sit down to plan out your week. Incorporating mind mapping into your daily routine can ensure that both your personal and professional life feels balanced and in control.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

Book Now!

Okay, friends. It's time to wrap this up. 

A mind map is more than just a planning tool. It's a powerful technique for unlocking your creative brain and thinking and organizing your projects effectively. Start your next wellness project with a mind map. Give it a try. See if that works for you. Is it a strategic first action that brings clarity and structure to your creative process? It allows you to visualize the entire project at once and make adjustments as needed. You'll ensure a smooth transition from idea to execution. 

Embrace this technique to make your planning process as impactful as the wellness services you provide. Start with your main idea, branch out into your essential tasks, and use your project management tool to keep track of everything and keep you on track. Dive into my mapping and watch our project planning transform from overwhelmed to under control. 

Thank you for reading. I appreciate you, and I hope you have a wonderful week.