Welcome to your online portal I’ve created for you!
When I began my business, I had no idea the specific resources I needed to access as well as which services, programs and marketing materials were actually worth the money, so from trial and error (great investments as well as not so great investments, I’ve compiled my best & favorite resources for you!)
Make sure you check this out on a regular basis, as you may forget about an amazing resource in here, so you can come back and see what will be helpful for you as you build your business!
Disclosure: This online portal may contain some affiliate links, meaning I may receive a small commission if you decide to make a purchase through my links, at no cost to you. I only share with you products or services that I 110% believe in and want to share them with you to speed up your journey as a business owner by sharing what has worked well for myself and my clients.
Personal Finance Budgeting Spreadsheet: https://docs.google.com/spreadsheets/d/1TtDspx-Dm8GWIm404zRm1AFbA5Ptbn5LpTtopI4DBqs/edit?usp=sharing (just click File > "Make a Copy" and you will have your own copy)
Monthly Business Income & Expenses System: https://docs.google.com/spreadsheets/d/1hU-9a4xPTYWD8ZhK2oUCW_Va0D0tqEwI9Bl5XwJaxoc/edit?usp=sharing (just click File > "Make a Copy" and you will have your own copy)
Check your credit score for free
JotForm for creating client contracts
Canva for creating graphics and marketing material
MailChimp for creating an email list
Zoom for virtual client appointments, meeting with potential referral partners remotely, etc
4 Things you need in your health & wellness business to save time, money & energy
How to Save Time in Your Business & Be More Productive & Profitable Now
Best Courses for Female Entrepreneurs
How to Make Your Online Coaching Business Secured & to Cover You Legally
Step by step how to set up Acuity for client appointments
Here is a video of me showing you how to create a client contract in JotForm
Acuity for booking in client and potential appointments (over the phone, over Zoom, in person, etc)
Acuity is a fantastic scheduling system that will honestly save you hundreds of hours! Instead of going back and forth with what days you are available and then a client/potential client/someone new you are meeting checking their schedule and then getting double booked in the meantime, Acuity syncs automatically with your Google Calendar to seamlessly schedule your appointments.
The paid version is 110% worth it because of the added features of automation that will save you so many hours. I use it for my onboarding system as well as you can have an e-mail automatically go out once a client has booked in and in that e-mail you can attach all documents that you need a client to sign and you don’t have to physically stop during your day to send that information, which actually takes a lot of time! It will also send out reminder e-mails which are great for your clients and at the bottom of their confirmation e-mail, they can add their appointment right into their Google Calendar. Acuity literally pays for itself every single month!
Figuring Out Your Profitable Niche as a Health/Wellness Coach
One of the most common struggles for coaches is that they try to help everyone, which in theory sounds great. But in trying to serve and help change everyone in the world, what happens is that you end up speaking to no one because you aren’t specific. When you aren’t specific, potential clients don’t feel like you understand their specific situation, their specific pain points and what they really want. I’ve seen too many amazing coaches who were afraid to “niche down,” struggle to get clients and therefore, make no income and not be able to help anyone. I want to tell you that the riches are in the niches, say this over and over again to yourself! I loved the Niche Training for Health & Life Coaches, I have personally taken it and it is what helped me craft my “I help [insert WHO you are here to help change their life]” statement, which is where the gold is at. A potential client needs to see very quickly, who it is that you help. If it takes them longer than 30 seconds to figure that out, they are going to go to someone else, who has more clarity. Not only do you figure out who you are here to serve, she walks you through how to make that clear to your audience and how to draw your dream clients in, the people you work with who you want to duplicate and work with more people like them! Angie Lee does a fabulous job in this course, walking you through figuring out WHO it is that you serve, so you can be clear and finally attract those clients in and make the money that you deserve to be making!
Save You Hundreds of Hours When Creating Client Meal Plans by Using This INCREDIBLE Service!
That Clean Life is a really neat company that you can use to create client meal plans. I know personally just how long this takes when I was doing this studying my diploma in holistic nutrition. You can spend ten+ hours creating a meal plan that works for a client’s specific diet requirements, their goals, their health, food sensitivities and likes and dislikes. It can cost you more money to create the meal plan than you are actually receiving (I’ve seen this happen time and time again). That Clean Life saves you hundreds of hours in creating meal plans by having done for you systems. The amazing part is that they have so many different types that will work perfectly for your clients, ex: sugar-free, keto, candida diet, low-glycemic, thyroid health, leaky gut, PCOS, elimination, vegan, anti-inflammatory, etc. This is a service that will literally pay for itself. For health and nutrition coaches, this is your secret weapon that will save you time, energy and you can actually increase your income because you can take on more clients and you can offer more custom meal plans!
Getting a Client Contract Legally Created, Website Legal Documents
I know it can be overwhelming when it comes to the legal side of your business and often, many people resist it because it seems too complicated. protect you! I want to recommend someone I have personally worked with who was fantastic! She made the whole process really great to go through and she was fantastic dealing with helping me in my business! You don't want to leave yourself exposed and wish you had taken the time to do this before! If you are a health, wellness, life, business coach, etc, you need to check Christy Westerfeld out! She will help you figure out exactly what you do need and how to take precautions to protect yourself and your business!
Increase Your Income Working as a Virtual Assistant - Learn How to Become One Through Taking the Course I Recommend
Here is a blog post I’ve written that goes more into detail about being a Virtual Assistant, skills you can monetize as a virtual assistant and how to get started.
Kajabi for all in one system - you can build your website, landing pages (for sales pages for your programs and coaching), email system, to host courses, etc. I started off using all different services because I was cheap in the beginning and thought it would save me money, but they ended up costing me more, so I switched over to Kajabi.
I took an NLP certification course in person and it was by far the best training I have ever done! I came out certified in 5 techniques: NLP (neuro-linguistic programming), clinical hypnotherapy (I have personally been using hypnosis in my life for 4+ years now and I am a huge fan of it), TIME techniques, EFT (tapping) and success and life coaching. The skills that I gained were so incredible, for myself and to use with my clients to overcome their mindset blocks, hurdles and obstacles faster so they can achieve their goals even quicker. I came out learning so many practical techniques I could use with my clients whether in person or online. Some of the things I learned how to address were: overcoming limiting beliefs, overcome mindset struggles, challenge my clients more while being empathetic, how to help my clients have their own breakthroughs and overcome really what’s holding them behind, on the deepest level.
I absolutely LOVED my training. There was pre-training to do at home and then you finished in person. You can choose to do it in person or at home, but I am grateful I chose to do it in person because you get direct feedback in the moment from the instructors as you are doing the different techniques as well as you are actually working on a person, so you are receiving feedback from them as well. If you are wanting to improve your mindset more than you ever have before and learn techniques to improve your effectiveness of working with clients, I highly recommend taking an NLP program!
Learn how to save money in your personal finances so you can grow your business faster.
We use NLP, tapping and other mindset techniques to help you shift what is blocking you from earning more money in your business.
If you are more established in your business we will work together on increasing profitability & paying yourself.
Join Me on Instagram as I Share Daily Financial & Business Tips & In My Facebook Group for Coaches as Well
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All the best in the world to you!
Mandyy Thomas
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