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Are you making things more complicated than necessary with your business finances? How do you organize the “system” of looking at your numbers? Are you clear on the role or purpose of your business in your life? If so, is your business fulfilling this role?

Today we dive deep into the often overwhelming world of business finances with expert Mark Butler from Let’s Do The Books.

Mark and I discuss the importance of having a simple system for managing your money and the crucial question of knowing what your business's job is in your life.

We explore common financial mistakes coaches make, from unnecessarily complicating their banking accounts to overspending on high-ticket masterminds and coaching programs without tangible returns.

Mark also shares invaluable tax strategies, dismantling common myths and offering practical advice to keep your business's financial health in check.

Whether you're struggling with digital disorganization, overspending, or simply need to streamline your business operations, this episode promises to equip you with actionable steps to achieve financial clarity.

Click here for the full transcript, notes, links, and more.

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Would your clients say your onboarding experience is so-so, above average, or luxurious? How smooth is the process for you? Do you have it documented?

Today, I'm talking about how to efficiently structure and document your onboarding process to ensure consistency and a positive experience for all your clients.

I share four real-life examples from other coaches in the industry, walk you through the steps to document your onboarding process, and give you a few things to consider...

1. Does your onboarding process and what your new client experiences match your brand? Is it high-end, customized, uncluttered, fun, or stylish?
2. Is there anything you can simplify in this process? Delegate? Automate?
3. Is each step documented? Are all links needed to do this process included in each step
4. Have you tested your documentation? As you test it, make any adjustments to improve it.

As you reflect on your current processes, identify areas for improvement by thinking about:

• Is your money collection process effortless?
• How do you get the information your client needs?
• Do you have an email welcome or nurture sequence set up?
• Do you need to add any appointments or reminders to your calendar?
• Does your process create reassurance or safety for new clients after making this big decision?
• Is it clear to your client what their next step is?
• Does your onboarding give off "care and thoughtfulness" vibes?

Be encouraged. Reflect on your current processes, identify areas for improvement, and make changes that align with your brand and client-experience goals.

If you want help documenting processes, join Organized Coach Academy today!

For links to the coach examples mentioned, click here.

Click here to watch the training call replay.

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➡️ Join before Saturday to receive $250 off the price AND a private 1:1 call with me where we'll streamline and organize your bookmarks bar to save you SO much time every time you open your browser.