The Real You
1:1 Long-Form Interviews with Interesting People Doing Amazing Things
In-depth discussion of people's journeys to tap into their full potential and find ways to be the truest version of themselves.
The Real You
EP 29: Navigating Change: Lisa Klein on Balancing Personal Well-Being and Business Success
Lisa Klein, a business coach and process strategist, joins me on this episode to share her journey from finance to becoming a health coach for women and business coach for entrepreneurs.
Her pivotal career shift, sparked during maternity leave and driven by personal challenges, including her mother's battle with breast cancer, led her to discover a passion for health coaching.
Our conversation with Lisa reveals the balance of personal well-being and professional success, something she passionately advocates for by empowering entrepreneurs to build sustainable strategies that resonate with their personal values.
We discuss the often-overlooked necessity of self-care, especially within demanding professions like teaching, where burnout is a real threat. Lisa offers invaluable advice on breaking societal norms that pressure individuals, particularly mothers, into neglecting their own needs.
She shares her insights on crafting tailored lead magnets and aligning them with sales funnels, underlining the importance of understanding audience needs through diligent market research and feedback.
Her strategies for content creation and audience engagement on LinkedIn are not just about consistency but about fostering genuine relationships.
Ever thought about the courage it takes to pivot one's career? Lisa illustrates the significance of listening to one's intuition and the potential growth that comes from hiring a coach.
Her story is a testament to the power of embracing change and trusting yourself through the process.
Lisa's LinkedIn: https://www.linkedin.com/in/lisakleinco/
David's LinkedIn: https://www.linkedin.com/in/david-young-mba-indy/
David's Website: https://davidjyoung.me/
Welcome to the Real you Podcast. This is episode 29. I'm David Young, your host. I'm a LinkedIn content and business coach. I help coaches with less than 3,000 followers grow their business through better storytelling and content creation. I launched this podcast in March of 2024 to spotlight interesting people doing amazing things, and today I'm joined by Lisa Klein, a business coach, process strategist and your go-to cheerleader for launching and scaling your business without overwhelm. We'll dive into her journey how she pivoted from health coaching to supporting online service providers, her secrets for creating sustainable strategies and how she helps entrepreneurs take bold steps to grow their businesses with confidence. Lisa, thanks so much for taking time out of your day and joining me on the show.
Speaker 2:Thank you so much for having me. I appreciate it.
Speaker 1:Yeah, absolutely. So. We have known each other for about a year now, in part because of LinkedIn, but more than that is that my wife hired you about a year ago. At the end of around this time last year we were wrapping up my wife's a teacher and it was one of the worst semesters that she had had and she just wasn't in a good place mentally or physically and just the toll of teaching had taken a lot on her and I essentially mandated that she hire a coach and so I got found you through LinkedIn and you guys met and kind of hit it off and then you guys worked together the first quarter of last year and what you did with her really made a huge difference and I was sad when you left health coaching because I know it made.
Speaker 1:I saw the impact that it made, but I know that you had reasons for doing that. So that's kind of how we know each other. And then obviously, we've been connected and communicating ever since. So you and I share the finance world background. You did accounting for a lot longer than I did it. So talk about kind of how you got started and how you got into the world of finance and then how you eventually got out.
Speaker 2:I mean, that was a lot to unpack right there and I am thankful for you because I think you were one of the very few that reached out. In my DMs on LinkedIn was like I need your help, let's chat. So I appreciate that and you connecting me with your amazing wife, and that has been part of my journey, right. Like you said, I did start my career in accounting and finance. That's where, when I went to college, it was what do you want to do with your life? I wasn't really sure.
Speaker 2:My sister was an accounting major. I followed in her footsteps. My dad was an entrepreneur. He owned his own business, and so we were kind of grew up in that world of business finance, although my mom was a teacher. So part of me growing up right, I always played school. I always wanted to be that teacher as well. But when I was in school, I remember being in my accounting classes and I handed an exam to my professor and I said this isn't for me. I knew then this wasn't for me. It was my junior year and he was a mentor of mine and he said do you want a job when you graduate? And I said yes, yes, I do that's the goal here.
Speaker 2:And he said okay, then you're going to stick with accounting. So I did, Of course. That summer, before my senior year, I had an internship with at the time, Big Five Accounting Firm, which then led me to a job time big five accounting firm, which then led me to a job offer even before I had started my senior year of college. So went through it, had a job when I graduated and started in public. Accounting Lasted right around three years, needed to get out, made a change and I switched over to corporate accounting. Same type of work, Same Same rule, right, All the Excel sheets, all the financial reports.
Speaker 1:Journal entries ledgers.
Speaker 2:Yeah, yeah, yeah Did that for quite some time and eventually parted ways.
Speaker 1:You made it so much longer than I would have. I knew 30 seconds in that I had made a terrible mistake, and then I grinded it out for 18 months, so you put a lot more into it than I ever would have. So it's truly well. I didn't think it was that job. I thought it was financial analysis, it kind of was, but it was cost center accounting and I was like I wouldn't have signed up if this would have been on the job description. I wouldn't have even applied. Month end close. Yeah, it's a lot. So were you you thinking? So, as you kind of went through that, did you have in the back of your mind were you coaching people on the side? Or like, when did you start thinking about maybe coaching?
Speaker 2:no, it was actually a couple jobs in. I was actually on maternity leave with my daughter and the company was with was going through a reduction in force and they said you can take a job in kansas city, or you can take the job in Kansas City or you can take the package. And I was like I'll take the package and luckily it worked out in my favor. But again, I never expected to be a stay-at-home mom. I expected like, okay, she would go off to daycare and I would go to work and all of that. So there was a period of time where I was doing some part-time work and then that got it to the point of this is a lot. This is, even though part-time work. I by then had our second child and kind of threw in the towel on that. Knowing accounting and finance is not for me, but I didn't know what was next.
Speaker 2:And so fast forward, or I should say rewind to about this time 11 years ago, my husband challenged me to a 90 day fitness program. So if you knew me then I was the one like sitting on the couch with my bag of chips watching soap operas while the kids napped. It was fitness. Exercise was not in my vocabulary and so I kind of laughed. But at the same time, my mom was going through chemo. She was she's breast cancer survivor and so I knew, going through that I needed to start taking care of my health, like if I was could control anything. It was what can I do for myself? I need to start doing something. And so when he approached me about this 90 day fitness challenge and I laughed in his face, I also knew, okay, I need to do something. So we threw up the calendar on our gym wall, our basement wall it wasn't even a gym at the time and started checking off the days. So it kind of became a little friendly competition.
Speaker 2:I got through it.
Speaker 2:I got through the 90 days and I posted it on Facebook.
Speaker 2:I just got through 90 days of P90X and had somebody reach out to me and they said have you ever considered being a coach? No idea what you're talking about, but for those of you who are familiar with the world of Beach Body, that was my entry point into a way of helping others. And so it was, if I can do this, from literally sitting on the couch every day to 30 minutes of working out consistently six days a week, and so much changed in that time. Yes, there was weight loss, but it was that feeling of having more energy going to bed at night, sleeping better, not counting down the hours till it was time to put the kids to bed, really just feeling accomplished of I did something for myself and I'm feeling better. So a couple months later I started taking other people on the journey with me and not just having group accountability, groups type things that I was housing on Facebook, and I kind of started entering into that role of coaching, which led into a lot more down the road.
Speaker 1:Yeah, you mentioned the weight loss. After that P90X did you just feel so much better, just stronger, and you just felt good.
Speaker 2:Yeah, I really wish I had kept a journal or videos of what it was like on day one, because I honestly remember laying on my gym floor and that, like I'm supposed to be doing a push-up, but I was like what?
Speaker 1:right.
Speaker 2:I can't right like I can't do that. So the strength I gained physically made also such an impact mentally to be like I can do it by day 60.
Speaker 1:Yes, I was doing push-ups yeah on day one, I wasn't yeah well, it's Well, it's a great analogy for stacking days. You hear that a lot like just put in the work day after day and that compounds. So you see that you saw that pretty quickly. That's what I would tell my wife a lot, because she wasn't doing a lot of physical. She was doing intermittent physical fitness and training and stuff, and I would do it for because I do it for races, cause I do it for races, you know I'll train for races and then I stopped and I trained for races and I stopped and she's not going to do that, she's not going to race. Uh, do any of that.
Speaker 1:I would always tell her it's like life fitness.
Speaker 1:She needed to work out and take care of herself because of the, the energy, the mental and physical energy it takes to teach every day and be on your feet and you're giving five or six lectures.
Speaker 1:You have she has 150, 180 students, so you have that interaction like it's just, it's a, it's a physical drain and mental drain, so you're getting in shape to was to be able to absorb that, and so when she wasn't doing that, then that worked especially. You know, august to december. So you've got four, four and a half months and yeah, there's some breaks mixed in, but it was just by the time she got to December she was just fried, like mentally and physically fried, and then having to get through finals, and then she'd get there and just limping to the finish. And so that's when I was like you've got to, you have to make changes. Like you got to work with someone and that's why I pushed her to do it, cause I was like you. Just it's like the race is life and you have to get just be able to handle it better.
Speaker 2:So I love that, like you said, the physical led to the mental and you get the combination of both I think so much of what I saw for myself and you know, like for your wife, is not recognizing the importance of prioritizing yourself I think, you have to do for everybody else, right for families, first for students.
Speaker 2:Or for you know like you're doing everything for everybody else, right For families, first for students. For you know like you're doing everything for everybody else and it's like yeah, yeah, I'll get to me later where it's. We need to flip that to say I need to take care of myself first so that I can give to my kids, my family, my students, work, whatever else is going on in your life work, whatever else is going on in your life.
Speaker 1:Yeah, I think society has. I think they did a good job of flipping the narrative in the wrong way, especially for moms, like because it's just, you know, kids first, and especially when they're younger and they require so much, and so it's their needs first. And then I think you get in, you kind of get in a habit of not doing for you and then you just kind of it just just kind of keeps going unless you really are intentional about breaking, about breaking the cycle, and it's the same thing. It's the old cliche on the airplane, right, they gotta put your oxygen mask on first, because if you can't, if you can't breathe or you're incapacitated, then you can't take care of the people around you. So, like, you have to do that first. So I'm happy that that you were preaching that and talking to people about that and even still I know you're not doing that now, but it's the same principle of you matter, and if you're not healthy and able, then I can't really do anything else.
Speaker 2:Exactly, exactly, and I know for me, like I called it, my meat I still do right, it's my 30 minutes in the morning is my me time, it's what I can do for myself so that, like you said, have more energy, be more productive. Like if I skip my workout I'm not doing any, I'm doing disservice to myself and to everybody else that I'm trying to help.
Speaker 1:Yeah for sure. So you did, uh, I think you did the health and wellness then coaching. You did that for quite a while, right, Close to 10 years, or give or take. Yeah, and I what? What was the? At what point did you start thinking maybe you wanted to move away from that, or was there a particular tipping point? Or what was that process where you're like, okay, I've done this for a while, I've liked it, I've helped a lot of women, but I want something new or different.
Speaker 2:I think things kept popping into my mind but I didn't know what was next. And it was kind of the same thing when I went from finance to coaching. It was like I knew there was something but I didn't know what. And so, probably I would say two years ago or so, things just kept coming up and I'm like I'm not sure. And then, in October of 2023, I went to a business retreat and all the women there were showing up with like I have this new offer and this new thing I want to do. And I was like I really love my one-on-one coaching, I love working with my clients, I love being a part of their health and wellness journey. And I left there in a place of I'm all in on my one-on-one coaching. I just need to look for in a different place for clients. And that's actually when I got on LinkedIn.
Speaker 2:I've been in the world of Instagram for you know, back in the old days on Facebook and then Instagram, and so that's when I hired a LinkedIn and sales coach and started my journey on LinkedIn. And, as I told your wife, if I could have a 100 clients just like her, I'd probably have stuck with it a bit longer. But in the back of my mind. I knew, like I said, there was something missing. I just didn't know what. And one of the turning points was and I don't have a post on this, it probably will be coming soon was I was on Instagram with one of my friends and stuff she was talking about, and I was like you could turn that into a lead magnet, like that is a masterclass right there. And I just started. It was more of that business mindset of you could do this, you could do that. And she was like you're so good at this.
Speaker 1:Maybe you're onto something.
Speaker 2:Yeah, and so it was more conversations like that that I was having with my friends in the DMs about things that they could do to take their businesses to the next level. She was a Pinterest manager, a social media manager, right. It was all these other connections that I had, not for health coaching, it was just other relationships that I had built and I was helping them with their businesses.
Speaker 1:So that's kind of how it was born. Did you do it a little bit on the side and you were still? Were you doing both at one point? Yeah?
Speaker 2:a little bit, you know how it is Just also to see one. If this is really what and it's changed as you've seen I started thinking, okay, maybe I don't want to be face-to-face with clients, I'll do more of the backend work and give myself. Maybe that's the break that I needed. I quickly learned that wasn't what I needed or what I wanted. I really do love working one-on-one with my clients and being a part of their journey and having that being involved in their processes and strategies to help them grow.
Speaker 1:Well, I mean I talked a little bit about it this past week. Experimentation is key when you're in this space, because you don't really know. Until you do it you can think about it, you can talk to other people that are doing it. It's not the same. You have to work with people. You have to, like you said, you have to do behind-the-scenes work. You have to compare that to one-on-one work. You're like I like that's what I paid for and this is what we're doing, and then they're fighting against themselves and it's just simply not sustainable.
Speaker 1:So you kind of have to feel around and work with people, whether it's on the side or for free. Even to get started, you need action, you need feedback to kind of know how it feels and then how the people that you're working with, what's their response, what results are they getting, and then you just know way faster than trying to think it right, writing it down or conceiving it in your head. So kind of explain what you're doing now. So I know lead magnets are a big part of it. You're obviously working with people. Just kind of talk about you, start working with a new client, like a little bit about your process and like what that would look like.
Speaker 2:So right now, focusing more of my one-on-one coaching and mentoring with those people that have been in the business a while. They know where they want to go. They have all the ideas, the vision for what they foresee for their. Most of the clients I work with, I should say, are coaches, whether it's health with, I should say, are coaches, whether it's health coaches, life coaches, mindset coaches, career coaches. In that realm, the world that I've been a part of for so long, and so typically they have a one on one program or group program or something new that they are creating. So I help them through that pre launch phase.
Speaker 2:Launch phase and beyond is kind of the three parts to it, and so a lot of times when looking in the pre-launch phase, it is creating some sort of lead magnet, something to add into their sales funnel, to bring in new. So they're not continuing to talk to the same people, whether it's on social media or already on their email list. It's bringing in new leads and then taking them through and nurturing them through that sales funnel. Some of my clients don't have an email list yet, so they might have been in business for two, three years and are just doing their thing. They started out their business was thriving because they already had a warm network. But soon that warm network and those hot leads kind of run dry.
Speaker 2:Did it dry up Mm-hmm, we all know right. So, uh, that's kind of where I come in and help them continue to grow nice, that's funny.
Speaker 1:You mentioned about coaching coaches. There's somebody wrote it's been a few months ago and I don't remember who wrote the post, but they were joking that linkedin is just one big pyramid scheme of just everyone, just coaches, coaching coaches to coach, to coach people, people to coach, to coach. And it's just like this. Like every everyone is just looking for coaches and there's all these different ways to work with them, and I thought that was really funny, am I true? Not all, not all the way, true, but it is a lot, because there is there's a lot of different aspects to business. So, as a coach, you can hire so many different people to help you because there's all these different areas. So I thought that was funny. So the people you work with do they have to have like a new, like a launch? Do they have to have a masterclass or a webinar, or can they just? They're just doing traditional, either one-to-one or one-to-group coaching. You could still help them too.
Speaker 2:Absolutely. Yeah, it's kind of what, and that's where I don't have. I don't have a rigid program, just like I was doing with my health coaching, because everybody is so different. Everybody's goals are different, what their needs are different. They might have already have experience in one aspect and it's like, okay, well, you're good there, let's work on. You know this over here, so, and sometimes it's too, it could be their one-on-one program that they love and they have been very successful with it's okay. Relaunching Everything is kind of depending on the season, a launch period, just finding new ways to market message. Sometimes it's small tweaks to things can make a big difference.
Speaker 1:Yeah, that's a good point. I think some people they have stuff that's working and then they want to get away from it because it's like not new and you're like, if it's working, keep doing it, don't change. What do you see as the biggest struggle? Like, if we're talking lead magnets specifically, is it simply creating one? Is it marketing it, is it both? Like, where do you see kind of the biggest struggle?
Speaker 2:I always use my own example, and it's one that I see often, is people have a lead magnet that doesn't fit into their sales funnel. So my example when I was health coaching was I had an amazing lead magnet. It was a five-day meal plan with recipes and a grocery list. Everybody wants free recipes Everybody.
Speaker 2:I mean hundreds of leads that I got through this one lead magnet that I had out there on my website banner for years, except it didn't make that connection to how do you go from you have free recipes to one-on-one coaching, and so I wish I had learned you know, then knew okay, if somebody is going to work with you, they need to know more about you. How do you help them? What piece of this big puzzle of your health and wellness can you help them with? Okay, maybe it's something nutrition related, but maybe it's mindset, maybe it's fitness, and so that's a lot of what I see and the challenge that people have with lead magnets. It's not making a digital download or maybe they can hire somebody if they can't do it themselves, but what makes sense for their offer?
Speaker 1:Yeah, it's more so. It's more of that intentionality around matching the lead magnet to the offer or the service, instead of it just being not necessarily random, but too adjacent, too far away to make the connection.
Speaker 2:And then I would also say it's fitting to your audience. Is it something that they need and isn't actionable? Does it add value to them? And I think we're right. We're in that stage now where people are a little hesitant to give over their email. They know what's coming. But if it's something where you have built the trust in that relationship ahead of time, it makes that easier. They, you know, they're like I get you, I'm familiar with you and you have this awesome, amazing, whatever it is. Masterclass workshop digital download yes.
Speaker 1:How often do you recommend I know you said you had that the recipe a five-day planner for a while. How often do you recommend people changing lead magnets or does?
Speaker 2:that vary based on how it's doing. I would say it's more of what you have that you're offering. So for every service or offer that you have, you should have one lead magnet that goes you know, fits into the funnel. So if you have a one-on-one program, if you have a workshop, if you have a group program, each should have a different lead magnet to flow to it.
Speaker 1:Okay, yeah, so it's not one size fits all. What do you think holds most people back from either having that intentionality, or having a lead magnet, or having the sales funnel? Do you think it's a lack of awareness? Do you think it's too difficult, because I don't think a lot of people have this set up in the right way. What do you think is the biggest? What do you think the friction is?
Speaker 2:I think a lot of business owners know what they should do. It's that there's so many pieces to the puzzle and so a lot of people don't recognize or realize what they ought to do first to help them in the process. Right, they're thinking about the end goal, they're thinking about selling that one-on-one program, and so they're going all out on their messaging and marketing for this one-on-one program without doing the market research, without nurturing their audience. So that's kind of the importance of creating that pre-launch, the lead magnet to get them there.
Speaker 1:Yeah, that's a good point. Is it set up? I think your health and wellness was a 90-day program. Is your current program also 90-day?
Speaker 2:I do have a workshop. I'm not sure when this is going to be airing, but in January, and I plan to probably do more like that. That is going to be a four-week series where we're going to take kind of through the process of creating a lead magnet I call it, from concept creation to conversion. So actually in that four weeks span for you to go out and do the market research, figure out what your audience needs, create something of your own whether it is a digital download or setting a date for a masterclass later and then doing the messaging and the marketing behind that, so that in those four weeks after week four you have something to put out into the world.
Speaker 1:Yeah, world yeah, no, that makes sense. What you say that this will air, it should air at the end of january. So I might I might miss the depending on when you're doing it, but that seems like something you could do like maybe not every month, but at least like every other month, which I think is a great, almost like a pull through, you know, for working with you on a kind of short term basis, by the investments you know a lot less than the 90 day program, and then they see the value and then you know can continue working with you more in depth. So I think that's a good. I think that's a good.
Speaker 1:I like that I like that setup.
Speaker 2:Yeah, and I feel like it's what the need has been with my clients recently and I'm like I'm doing this on repeat. It's just a different client that I'm working with. How can I package this, like you said, to help more people and to do it in a short period of time where you can actually get this done?
Speaker 1:Yeah, how do you recommend your clients do the market research? Is it try to do free discovery calls where it's just asking questions? Is it a poll? How do you recommend them going about trying to find out what their audience needs and wants?
Speaker 2:Yeah, all of the above. I know you had even done that too right. Having those calls are so valuable when you're talking to the right people, when you find like, ooh, you'd be my ideal client, being able to connect with more of those people, which sometimes is hard to find. But within your community, just even asking your people that you're connected with do you know anybody? And building those relationships doing I'm a huge fan of polls and that's kind of what I did with the recipes. It was everybody wanted the recipes, so that's what I gave them right. So it's finding what your audience wants, what they need, but also that fits into your sales funnel. Another way to do market research is taking your existing clients and always getting feedback from them. So at any point, whether it's in the middle of if you're doing something longer or, most importantly, at the end, what was their takeaways, the most valuable piece of what you had done together, and getting their feedback.
Speaker 1:Yeah, I think that's really important. You hear it's VOC or voice of customer, voice of client. I think it's really important especially when you're doing one-to-one or one-to-group is really understanding the people that you're working with, using their words almost verbatim, so their struggles, their goals, their frustrations, like all of that stuff, and then using that in your marketing, because that's how you're going to attract more people like them, assuming that you want to be working with them. It's so much better and just more direct than Google searching or trying to think of it yourself or guessing like that's. You might get there, but you won't get. You won't. Even if you got there, you won't use the same like terminology in the exact same language. So I always I advise all of my clients to do the exact same thing with their business is you've got to find out truly, like their words, in their words, what they're like, what they're looking for. So I think that's a great idea.
Speaker 2:Yeah, and that goes too with even discovery calls, even if they don't become a client, but the struggles, the pain points, whatever they're speaking to and how they're speaking, like you said during those calls, to use that in your messaging. So when somebody else sees that they're like that's me right, that's the golden ticket. You want somebody to say oh, I need you.
Speaker 1:I need you. Yeah, you want exactly. You want them to picture themselves in that same boat and you're like, oh, they're talking to me, like I have. That's, that's what's going on right now in my world and I would love to get help, like that's. That's the goal. I'm sure you probably do something similar.
Speaker 1:So I have two different questionnaires. So I have one that I send manually. I have another one, depending on where you book your initial call with me. It's integrated into the booking system. That's also another great way to get feedback, because again, they're having to type the answers to the questions and it's typically about, like, their struggles, their journey, their goals, that type of stuff, and so that's again.
Speaker 1:That's another, even if, I mean, you typically would still have the call. But you can use that too, you know, cause? That's just all, and you can start to put it together and you start to look for repeating patterns. What are people saying consistently? So it's like a repetitive problem, and then you know that you're onto something and then you can talk about that and even from a lead magnet perspective, like maybe you're starting to think about creating a lead magnet that starts doesn't necessarily solve the whole problem, but it like starts to address. You know those beginning stages and frustration. So I'm slowly learning that in my business the intentionality and like really being thoughtful about your messaging and like what you're doing and then like the problems you're solving are they really solve problems that people want like to actually have solved?
Speaker 2:Right, and that's, and, like you said, like part of the onboarding process, but also the offboarding, and a lot of times too, that's what I'm helping my clients with. Right, they have this one on one program, but they're missing that piece. Where's the feedback, or that customer service, that customer experience that you want somebody to have, so they will refer their friends and their community to you as well? Right, Making that the whole process from start to finish.
Speaker 1:For sure. Talk a little bit about your LinkedIn. I know your post today was about your Post post-it notes and calendar and like content creation. Your content's always really consistent, it's always really good, it gets really high engagement. But obviously you said you hired a coach kind of at the beginning, which was a good idea, so you weren't winging it and but you haven't been doing it for that long, so it feels like you've made quite a bit of progress in a pretty short period of time on a social platform that you weren't previously using. So just kind of talk about like how you think about content, maybe your writing process, and then kind of like what goes into that.
Speaker 2:Yeah, I think helping me when I first started, cause, yeah, like you said, when I came on a little over a year ago, I had maybe 200 followers and I just hit like over 8K.
Speaker 1:Oh wow.
Speaker 2:So, um, what helped me was that I was consistent on instagram. I had been doing for years social media, so I think that in and of itself led me to, yes, very different. For a little while I was doing both, I eventually a couple months in I. I think it was about March 2020.
Speaker 1:Too much.
Speaker 2:Yeah, and I'm done on this. I'll still show up there, support my friends, and every now and then it's a different platform, it speaks to itself. But that helped when I came to LinkedIn, knowing, okay, if I want to grow my audience, if I want to build the relationships, I do need to show up consistently, I need to be intentional, I need to do have engagement and outreach and all those, all the things, like I said, that I was doing before. So for years, if I went back, I have a drawer here on my desk and if I went back, you would be able to see my months and months of what I call my content calendar and I just did.
Speaker 2:I just printed this one out yesterday, so it's almost time to get ready for January, and so I've been doing it for a while. It's a system that works for me. I print out a blank Google calendar and then I use my little sticky notes and when my husband comes in, he's like, really, I mean, they're everywhere, they're everywhere. And I just start jotting down ideas. Yes, they're everywhere.
Speaker 2:I Google Sheets or I have my Notes app on my phone, and especially when you've been doing it so long. Content ideas that's the easy part, and like this is why I have this pile here that I haven't used yet, and I don't even remember when I wrote these ideas down. What does this one say? Lead magnet leading nowhere. Now what, right? So it's just little things. What else is on here?
Speaker 2:Time saver, repeatable processes, fear of visibility. It's just ideas that come to me and then what I will do is, when it's time to sit down to plan my content, I take those ideas and strategically put them into my calendar based on what I have going on. So right now, obviously, I'm going to be promoting my workshop. So what is going to be going into that? That would then lead to content that I'd be creating. It also kind of opens your eyes up, more than just like one post at a time so that you can say, okay, I'm going to talk about a client transformation, you know, sharing that social proof. What is relatable to me Now? Right now, as we're airing a talking December in the holidays, right, content that is going to be a little less business and a little more fun.
Speaker 2:Yeah what is everybody doing for the holidays? What are your holiday traditions, movies, so having kind of themes go with. Whatever your content is for that month, any special anniversaries, birthdays, and that kind of just goes down on the calendar. And then my process with the sticky notes is because I can move them. I had these on a calendar at one point but didn't feel like writing about that, or something else came up, or a client had an amazing win that I wanted to talk about. So I start just moving things around and pushing things out and maybe some of these will come to fruition and maybe they won't.
Speaker 1:No, I love it and I think the real, the two things I love about that is A, just the consistency, so you know you're going to do it. And then two, you created a system that works for you and that's the key. There's no, I don't think there's one. I think everybody does content a little bit differently and that's totally fine. It's just whatever, how your brain works, how you process information, how you create ideas, then your writing space, like whatever, whatever works, and so you develop a system and like I love it. So, whatever you can do, do you write? So I know some people batch, create content. Do you write the day or night before? Do you write like a week ahead of time? Like how far in advance do you write?
Speaker 2:I have to be in a creative space to sit down and write. So sometimes I mean, ideally I would love to sit down on like a Sunday and write for the week. It rarely happens that way, but I do block my calendar. It rarely happens that way, but I do block my calendar. So Mondays I do have time to kind of just for all admin business, for things to get done for my own business where I don't have client calls or anything, and so that's when I try to. Sometimes, again, it doesn't happen that way.
Speaker 2:So I do schedule my posts the night before and if something comes up I am not very strict on like if I had to post plan for tomorrow but something comes up and I won't be able to be on LinkedIn to engage, I don't post anything. So I'm not. I'm more of look at the calendar If I can consistently show up four to five times a week. That's that's what it is. It's not. You have to be on seven days and again, everybody has their own philosophies and their own rules they live by. But I'm very much of do your best and forget the rest.
Speaker 1:That's a good motto, especially these days with organic reach tanking on the platform and so many people are panicking. It's out of your control. Just keep putting out good content, keep reaching out, keep building relationships, send messages, support other people and it'll take care of itself. You can't.
Speaker 2:You can't force the impressions and a lot of what some of what I do with my clients is too, is I help them and review their content. I actually wrote a post yesterday and I was like, did I just write this same thing for my client? It starts to blend in together. But I more so review what they've written and I I'm like, okay, let's fix the hook, let's add it and engage. A call to action that's something you know, that that I feel like that's the piece that people most submit, miss the most is that call to action. That's easy for somebody to respond to. Um, because I know, for me, when I'm getting on LinkedIn and I do want to engage and I do want to build those relationships'm like that's really hard. I don't even know how to answer that, I don't even know what to say, right, and it's start and I'm like, okay, I'll come back to that later, which, of course, I never will come back to it later.
Speaker 1:So yeah, no, that's a good point. I did that post last week on the 10 things to think about for every post, which I know is a little overwhelming for probably some newer creators, because it seemed like it was so many things to think about. It's really not like once. You're like in the habit but it goes back to the theme we've talked about so far is like being intentional with your content, like understanding the goal of your content, right? Are you just trying to grow your followers and connections? Are you trying to grow your business? Are you trying to do both?
Speaker 1:There's a way to go about and it's different. And so thinking about and then, like you said, planning it out so you know, like, what am I talking about? You want a mix of types of content, right? You can't? I mean, we're all kind of saying the same thing but you're saying in a slightly different way, understanding that? Um, I think it's a great point. On the, the call to action, a just making that simple, like whatever you want them to do, like visit landing page, sign up, sign up for newsletter, sign up for the workshop whatever very clear as to like what to do and then, if you're going to ask a question at the end, also making that question like very easy to answer.
Speaker 1:I think too many people ask I even said this in a piece of content. It's like a behavioral interview question. It's like tell me about a time when you did this. You have to like dig deep into your memory. People just aren't going to do that. Like they're on their phones, they're scrolling, they are not going to take like three minutes to come up with this like long winded scenario that fits your post Like don't do that.
Speaker 2:Yes, yes, yes A lot, I know. A lot of times I'm like okay, if this question, even if it's like your morning routine or something that you think is simple, might not be so simple for your audience or for the reader. So then it's like give them an A or B choice. Is it coffee or water? You know, like how do you start your day Workout or water, and then it leads into either A answering it easily or them giving their own. You know, kind of gives them that prompt.
Speaker 1:Yeah, for sure. It's like they teach you to do that with, like younger kids. Uh, cause they can never make a decision. It's like just give them two choices, Like do you want, you know, hamburger or chicken? Do you want to go? Are you wearing these PJs or these PJs? Right, Don't ask, never ask. Like a three-year-old, like what they they'll be like. Actually it's the third but either way you get the answer.
Speaker 1:So, yeah, yeah, I think choices are good. Yes, no, um, just something very high level. It's very easy to you, don't have to think about it. It's very easy to answer and then not only will you get more engagement, but you'll typically even get. Then you'll start to get deeper and more thought provoking answers. But when you ask for those immediate turnoff, Exactly.
Speaker 1:Yeah, Reverse, reverse psychology. But yeah, your content is just really good and it's consistent. And it's not easy to do as someone who looks at a lot of content and helps people with their content, like good quality, consistent, day in, day out content is is definitely more in the minority from from what I see and probably what you see too. So what's next? You've pivoted. You're good at both. You've kind of even tweaked the business coaching a little bit. Where do you kind of see it going and what's not necessarily next in terms of switching, but where do you see it going?
Speaker 2:Yeah, I am excited for this new workshop and, like I said, we'll see. It'll be the first time and I'm hopeful that it will be something that I can repeat throughout the year, because I see the need, I see what I'm doing with my one-on-one client, so that's kind of what I see in the 2025 realm of helping my one-on-one clients, maybe one day doing some sort of group for launching. But again, I think so much of it is specific to the person, the business, that people get more benefit, unless it's something where they're starting new and everybody's coming in as a new entrepreneur, everybody's kind of coming in at different places and have different needs, and so that's kind of why I'm sticking with the one-on-one, for sure, and then hopefully interjecting these workshops throughout and probably some free masterclasses in between.
Speaker 1:Nice. So the workshop is the January workshop is a paid workshop. Have you done? Have you done paid workshops before Interesting? Yeah, I'd be curious to see how that goes. They I know there's typically, from what I understand they're typically you get less people than versus a free one, but you get much more engaged because they've had this, even if it's not a ton of money. It doesn't even really matter what you're charging, but it's typically much less than like whatever your full package is. So it's comparative. But even if you have fewer people, they're just more serious. They've invested some money, they're going to take it more seriously. They'll show up. They'll usually more likely do like what you're, what you're showing them. So that'll be. That'll be interesting to hear, like your feedback from that in terms of like results compared to just like a free master class. And then, so how so that start? When does that start?
Speaker 1:it starts mid-january yeah, january 21st okay, and you said it's once once a week for four weeks. Yes, okay.
Speaker 2:And so, yeah, the goal is with the workshop is right to have the training, but also time for hot seat coaching so that people can really work on it and kind of have that homework between want to do a masterclass, but what are all the steps to get there? Because a lot of times and I just shared about this in a post recently my client did her first masterclass and she was like at the end she was like I didn't realize how much work goes into it. And a lot of times people fall kind of flat where the masterclass is done and they're like and I good, and I'm like okay, well, now you've gotten here, that master class was free.
Speaker 2:How do you get them from here to be selling your services so? Yeah, it doesn't sell itself yeah, exactly exactly a little bit more work needs to go into it well, that's.
Speaker 1:The other thing too is like getting back to the call to action. You know you have to. You have to make it very easy for them. Like you can't assume they know what to do. You can't assume, because they showed up to that class, that they're automatically going to inquire about working with you. Like you have to tell them, like you know, this was a free masterclass, this is what I offer, and usually there's like some kind of a special for you know, attending the class or whatever. But you have to tell them.
Speaker 1:And then you have to reach out and like it's not, it just it doesn't, isn't just like a one-off. And then, like you said, like sit back and just watch, watch the money and clients like roll in, like it doesn't work that way. Um, even if you're really good at what you do, like you still have to hold their hand and tell them yeah, um, yeah, and the followup people get busy. They have stuff going on, like you said, this time of year and holidays and travel and all that type of stuff, and so there's a lot. So you have to, without being pushy, but you have to be mindful, try to stay as top of mind as possible and send reminders and follow-ups and the people that are going to do it aren't bothered by that, and then they'll do it, and the people that are, they're never going to sign up anyway. So you're not really losing anything, which I also think people don't really realize.
Speaker 1:So so, yeah, so, as we kind of finish up here, this has been great. I love your insight and your journey and kind of how you've acted on like what you've wanted to do and you haven't stayed. I think a lot of people doing the health and wellness coaching that you were doing and you've done it for a while and had success. I don't think people would have switched. I think they would have been like this works I know I can do it, like I'm just going to keep doing it. So I I applaud you for feeling a little bit of the strain towards the last couple of years and then figuring out like a new path. I think it would be easier for you to just keep going.
Speaker 2:Yeah, and I think for me too. Right, it's a different season of life that I'm in, so when I started 10 years ago and I had a young kid right, it's where I am now in my own life.
Speaker 1:No, that's great. Any final parting thoughts. My own life so no, that's great. Any final parting thoughts, whether you're, you know, thinking about launching something or running a class or just growing your business like any, any insider wisdom there and then tell people how they can find you on LinkedIn and I'm pretty sure you have a website or the masterclass website, you know. Feel free to plug those and then I'll put that in the show notes as well.
Speaker 2:Thank you. What I would say is go for it. You know, if you are feeling the pull or nudge to do something different, go for it. Maybe even a little leery of all the things that you see out on LinkedIn or social media. Do your research before you hire somebody as a coach. That's kind of my like. Follow your intuition, do your research, get referrals and do whatever is best for you.
Speaker 2:I think a lot of people get scared off. I can't post on LinkedIn because I can't. You know ABC. It's like okay, do what you can do and make it work for you. Just like a content calendar. Mine probably, is not what most people, how most people's brains work. It's what works for me and so yeah, just kind of follow your path and put your blinders up to everybody else. Stay in your lane. I know imposter syndrome is a big thing people focus on. I'm like, nope, and I've done this for years. I'm like it doesn't matter what other health coaches were doing, it doesn't matter what other business coaches are doing. I'm going to do what works for me and I'm going to create my program that works for me and my clients and just focus on that. So yeah, so clients and just focus on that. So yeah, so everybody can find me. I am 99.9% of the time on LinkedIn at Lisa Klein Co. But you can search my name. Might be the only one that is where I am.
Speaker 1:Oh, that's great. That's a great point. To finish on with the whole like just focus on yourself. You can look at what other people are doing, you can certainly learn, but everybody's at a different stage, different part, different stage of the journey. So you have to be careful. You have to make sure you're comparing. You know similar stages and sometimes we compare the people that have been doing it for several years and we're like, oh, we're not there yet. It's like, well, you've only been doing it for six months, you shouldn't be there. So, yeah, be careful with that. But hiring a coach is great, no matter what you're trying to do. I think just having someone who can guide you and lead you and save you time. You're always paying with time or money and I think people forget that. Like, ah, coaching, investing in a coach is a little bit expensive, can be, but what's the cost of doing it yourself and having it take three times as long? There's a cost there too.