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Is It Time to Consider the Big Picture of Your Life + Business?

Is It Time to Consider the Big Picture of Your Life + Business?

by | Sep 21, 2022 | Big picture

We are well into September and it’s precisely this time of year, as we near the end of quarter 3 and the start of 4, that I like to check in with my life and business to see if I’m on track to have the year I set out to have and more importantly to make sure that I am living the life, I want to live.

There are a few reasons I like to do this now. Firstly, the back-to-school vibe that’s in the air gives me renewed energy and excitement for the season ahead and also let’s be honest, trying to do our reviewing and planning in December (along with the holidays and all the stress that can bring) is sort of bonkers.

Instead, starting in September, I like to take my time and spend an hour here and there, looking at the big picture of my life and business with plenty of time before the holiday season hits. That way, when the year ends, writing up my goals and business plan for the year ahead is a pretty quick and simple task.

As I do this work, I thought it might be helpful to share with you what I’ve been up to.

Reviewing my offerings 

Over the last few weeks, I’ve been reviewing my business model and contemplating what, if any, new products and services I might want to birth in 2023. I also look at which products or services I may want to retire. 

I’ve already closed down my Back to Basics monthly subscription, to make space for new things I want to do next year. It’s always hard to let go of offerings you have created, especially when they’re bringing in money and have paying customers, but I learned many years ago that if I want to call in my true heart’s desires, I have to be willing to make space by letting go of that which no longer serves me. 

What has informed my thinking here is looking at my business model to figure out what makes most sense from a sustainability point of view. That means looking at my offerings from the point of view of how much time and effort they take versus the income they bring. If the former greatly exceeds the latter or I know that for the same amount of time, I could bring in more, I know that it’s time to make a change.

Tracking my finances

I track and review my finances on a monthly basis because I believe that, like anything, our finances thrive when we give them our loving attention and whither when we bury our head in the sand and pretend like they don’t exist.

Around this time of year, I can safely estimate what my end of year income and expenses will be. This helps me to set future financial goals that are rooted in reality rather than setting pie in the sky targets that I inevitably never reach.

Armed with this knowledge, I can do the maths to figure out what I want to make next year and how many of each of my products and services I would need to sell to make that happen.

Loosely thinking about my vision and goals for 2023 

I’ve also been giving myself permission to tap into my goals and dreams for 2023. Not just business but generally. Asking myself questions like: where do I see myself and my family next year? What are my priorities? What didn’t work this year that I would like to change? 

As I start to gently consider how I want my business to run next year, I can’t help but consider the life I want to live. That includes things like the number of hours I want to work each day and the number of days I want to work each week. How many holidays do I want to have a year and how much time do I need for my personal hobbies and fitness activities?

Given that I’ve been doing this kind of reflection for years, my business model is pretty well set up for having a healthy work life balance. However, it is very reliant on my 1:1 coaching practice, something that I’m giving more and more thought to is how to reduce my reliance on my 1:1 income and start bringing in more solid revenue from group offerings and digital products, thus allowing me to make more per hour of my time.  

Resistant to planning? 

I love doing this kind of thinking and nothing gets me more excited than a fresh page in a notebook and the intention to make new plans. I do know, however, that not everyone shares my same passion for planning.

With this in mind, if you are someone who typically avoids planning, I would encourage you at the very least to spend some time tapping into what isn’t working for you right now and what needs to change as well as what has worked well over the course of the year and how you can best make the most of that going forward.

Above all I would suggest that you give yourself permission to dream. I truly believe that we are all powerful creators and that when we put our minds to whatever it is that we want to create, magic happens.

Over the next few months I’ll be running several workshops on Creating a Sustainable Business model plus a 2-part Business Review and Planning Workshop. To receive dates and registration details, be sure to subscribe to my Soulful Strategies Weekly here.   

 

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Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

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Five Things I Ask All New Clients To Do

Five Things I Ask All New Clients To Do

by | Sep 15, 2021 | Big picture, Business model, Planning

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

~ Abraham Lincoln

After opening up a number of new coaching spots on my calendar, resulting in having several first sessions with new clients. It dawned on me that it might be useful to share with you the five things I always focus on with new clients to make the best use of our time together. These are, in my opinion, five of the most important things we need to work on to ensure the best chance of success. I should warn you this is a long one but definitely worth working through.

1. Activate your network

Nine times out of ten, one of the pieces of homework to fall out of the first session with a new client is to do my outreach challenge in order to activate their network.

We all have a network, whether we think we do or not. Our network includes all sorts of people:

  • Colleagues — people we are working with or have worked with (either in a former job or with our current business),
  • People in our audience — our followers, subscribers and consumers of our content,
  • Our clients — former, current and potential,
  • People we admire — the people in our industry who we follow, our mentors, the people who inspire us.
  • Personal — friends, family and general supporters of our work.

When we are busy working on our business, we tend to let some of these relationships go quiet, we forget to keep in touch and as a result our network becomes dormant. Activating our network means keeping these connections alive. Reminding people that we are here. Being of service to our network and becoming front of mind for people. This way they are more likely to think of you when someone they know is struggling with the very struggle you help people to overcome. It not only makes good business sense but it also feels good to be connected.

The challenge in a nutshell is to reach out to 50 people in 7 days simply just to check in, free from agenda and with the sole purpose of connecting or re-connecting. For the full instructions (which I highly recommend you follow if you want to take on the challenge) click here. Be sure to watch this video before getting started.

2. Set up your ideal schedule

When people first start working with me it’s quite common that their schedule or calendar isn’t as organised or as optimised as it could be. I usually start by inviting my clients to consider what their ideal schedule would be and answer questions like:

  • What timetable do you want to have? What days will you work? What days will you have OFF? What will be your working hours? When will you take breaks?
  • On which days do you want to do client calls? Is your calendar wide open to your clients or do you only want to do live calls on certain days or at certain times of the day?
  • What key activities will you schedule in each week? When will you do outreach? When will you create content? When will you check email?

I usually walk them through my schedule using the ideal schedule I’ve created in my Google Calendar, which you can see below.

Initially some people find my schedule overwhelming because every space is blocked off but it needn’t feel overwhelming. As I always say to my clients, if you set up your schedule to include everything that needs to get done including the breaks you need to take then you’re creating the conditions for success.

If Monday afternoon at 2pm rolls around and your schedule says check email and you really want to work on some content you can always move things around, but having things scheduled in, shows you at a glance what needs to get done over the course of the week.

One area I’d encourage you not to move is your breaks. If you’re in the flow it can be very tempting to stay at your desk and work through your breaks but I do believe you pay the price later on with a lessened ability to focus and inevitably less energy. Breaks are essential to maintain our focus and energy throughout the day.

3. Create a content schedule

Consistent content creation is one of the first things I like to get my clients started on if they are not doing it already. One of the most important steps you can take on your journey to consistent content creation is to create a content schedule. Whilst many people think that scheduling their content is a sure fire way to stifle their creativity, I assure you that if you give this a try you may be very surprised by the results. To create your content schedule you’ll need to follow these 3 steps:

1. Choose your channels. Rather than have 5 or 6 channels you show up inconsistently on choose 1–3 channels to show up on. If you are just starting out with content, I would recommend getting started with one channel and not adding in another until you are consistent with that one.

2. Choose your rhythm. Once you’ve chosen where you’ll share your content, you’ll need to consider when you want to publish content. Take into account that with one new piece of content a week, you can publish far more frequently than that simply by repurposing.

3. Create your plan. Your plan should bring together the where and when, (as determined above) with the what of your content. Your overall plan might then look something like this, which you can then populate with actual topic ideas later on.

 

4. Plan out your year

I invite all my clients and Mastermind participants to create an annual business plan at the start of the year, but no matter when someone starts working with me, if they haven’t already, I invite them to set an overall objective for the rest of the year, up to 3 strategic priorities to help them achieve that objective plus a set of simple goals under each priority.

To give you an example of what that looks like in practice, here are mine for this year.

My overall business aim for 2021: To put in place the systems, services and products to scale the success I’ve achieved in 2020 to double my annual income without working more than 7 hours a day.

My Strategic Priorities:
1. Systems
2. Business Model
3. Products

The goals under each:
Systems: 1. Make Notion my business hub. 2. Get SOPs in place. 3. Streamline software and apps. 4. Improve and streamline client improvement.
Business Model: 1. Deliver workshop plan. 2. Retain 30% of current Mastermind participants and get glowing testimonials. 3. Maintain full roster of 1:1 clients with increased rate.
Products: 1. Research, design and deliver a new product or products that can bring in passive income.

5. Simplify their business model.

Last but not least, I usually invite my new clients to simplify their existing business model. Many business owners fall into the trap of thinking that the more they offer the better their chances are of getting the sale. I’ve actually found the opposite to be true and that the more simple my business model is, the more money I make because it’s easy for people to access and choose how they want to work with me.

What we usually do is close down any service that isn’t bringing in regular income to allow us to focus on the service or services that are or that we want to be.

So there you have it, 5 things I work on with new clients so that we can then continue the journey together with the essentials addressed. Each of these could be a whole article in itself but I hope you have enough information here to have a look at each of these in turn and take some action to better set yourself up for success.

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Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

If you want to receive the Soulful Strategies Weekly, simply share with me your name and email address below and you’ll start recieving emails right away.

Trucking Through The Downswings

Trucking Through The Downswings

by | Jul 14, 2021 | Big picture, Mindset, Productivity

“I believe there’s a natural ebb and flow to our weeks and months. Sometimes we’re up, everything comes easy and we have an abundance of energy. And sometimes it’s a huge struggle to even work one hour per day.”

~ Niall Doherty

This piece is titled after a blog post I read and loved many years ago, written by the legendary Niall Doherty. I loved this piece because, at the time I first read it (circa 2011), it so well put into words a phenomena I was well-accustomed to but hadn’t realised that we all face.

What I’m referring to is the unavoidable fact that there are times in our life, during which we feel completely motivated and full of energy and there are times (sometimes for no apparent reason) that we’re simply not. In fact, even more so, we feel positively de-motived and seriously lacking in energy.

This state of affairs, if not managed appropriately, can be seriously damaging for the solopreneur. Rarely do we have someone available to pick up the slack when we’re off our game so our business inevitably suffers. Also, if we repeatedly fail to handle these periods properly, we can become disillusioned and depressed about our ability to run a successful business.

We all know how important consistency is to our success, right? So how do we maintain consistency of output when our energy and motivation levels fluctuate so regularly?

And let’s get real here, when we’re talking about the downswing, it’s not just the natural ebb and flow of our energy that we need to consider, it’s all the other things life throws at us along the way, such as illness, emotional upheaval, holidays, distractions and general life stuff. Given how much life throws at us in the course of our daily lives, it’s no wonder that our “flow” is, more often than not, reduced to a trickle rather than a steady gush.

So, what are we to do with this?

I wish there was a simple fix but unfortunately there isn’t. The reason for this is two-fold:

a) downswings (or rough patches) are a natural part of life and therefore cannot be eliminated entirely and
b) the way to better handle a downswing is extremely nuanced. There is, unfortunately, no one-size fits all approach.

By nuanced I mean that there are times when the response to your downswing is to get tough and display some serious discipline and at others it’s to give yourself a break and allow yourself to recover and regroup plus a plethora of responses somewhere in-between.

The problem I see most people face is that they are either consistently hard on themselves and are therefore on a fast track to burnout, or they consistently let themselves off the hook and as a result, never really make ground with their businesses.

I have a few suggestions to help you better manage this:

1. Raise your awareness

Raising your awareness of your emotional, mental and physical state is absolutely key for navigating the highs and lows of life. One way I love to do this is a practice called morning pages, where, first thing, before doing anything else, I free write 750 words, no editing, no purpose, just writing whatever is present in the moment, this can really help you to better understand what’s going on for you. When we know what’s going on and have an awareness of how we’re truly feeling, then we’re better equipped to choose an appropriate course of action.

2. Get honest with yourself

With your awareness raised, you’re far better placed to choose an appropriate response to whatever is going on for you. Feeling tired because you stayed up late and binge-watched Netflix episodes? Then suck it up and get back on track, because giving into the temptation to lie in is a slippery slope. Feeling run-down because you’ve been sick, whilst working too many hours on your business and caring for a family member? Then consider giving yourself a break and/or some nurturing self-care. If you have taken the time to truly understand what’s going on for you, and follow that with being really honest with yourself about what you need then the appropriate course of action will become clear.

3. Make the most of the upswings

Knowing that a downswing can strike at any moment, it’s crucial to make the most of those times when we’re on fire and feeling like we can accomplish anything. Feeling in the flow with your writing? Why not batch create a few blog posts so that you have something in reserve for the weeks you’re really not feeling it? Feeling lit up by creating graphics in Canva? don’t stop at the ones you need for this week, batch create enough to cover you in less productive times. Taking into account the fact that your upswing will inevitably transition into it’s well-known counterpart, allows you to make the most of your periods of increased creativity to put in place things that can cover you during the low.

And if all else fails, use your downswing as inspiration for your business. The idea for this post for example came during  the middle of one of my own personal downswings and rather than pull out my hair trying to figure out what to share, I looked at what I was experiencing and chose to share this: my best advice for dealing with this very situation.

This is important for several reasons. First of all because it gets my mind thinking about what I personally need to do (or not do) in order to feel better and secondly it’s important for my audience to know that I too struggle with periods of low energy and a lack of productivity. If all I did was present to you my best self, that would suck because it might have you believe that what you feel when your motivation levels are on the floor isn’t normal and is somehow a failing on your part.

Rest assured it’s not. We all struggle. We all have downswings and there is a way to succeed in spite of them.

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Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

If you want to receive the Soulful Strategies Weekly, simply share with me your name and email address below and you’ll start recieving emails right away.

My 2021 Strategic Business Plan

My 2021 Strategic Business Plan

by | Feb 17, 2021 | Big picture, Planning

 

“A goal without a plan is just a wish.”
~ Antoine de Saint-Exupéry

What is it that I really need my business to do in 2021?

To put in place the systems, services and products to scale the success I’ve achieved in 2020 to double my annual income without working any more hours.

My Overall Plan for 2021

Strategic Priority 1 — Systems + Processes

Goal 1: To streamline tech systems/software to reduce expenses and minimise overlap.

Goal 2: Write out all the SOPs for my business. (if you don’t know what an SOP is, this definition from Tara Mcmullin is helpful: “A Standard Operating Procedure is the process you use to complete a given task in the same way, every time. Every business has unique processes that are core to its administration, marketing, value delivery, team management, etc.”

Goal 3: Create email templates for all of my most commonly used emails:

Goal 1: Create and deliver a schedule of low-cost workshops over the course of the year.

Goal 2: Create and execute a launch/marketing plan for the workshops.

Goal 3: Launch one new 5 week group program

SIGN UP FOR MY SOULFUL STRATEGIES WEEKLY

Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

If you want to receive the Soulful Strategies Weekly, simply share with me your name and email address below and you’ll start recieving emails right away.

How Long it Really Takes to Succeed in Business

How Long it Really Takes to Succeed in Business

by | Jul 12, 2019 | Big picture

“Most people overestimate what they can do in one year and underestimate what they can do in ten years.”

~ Bill Gates

In this post I want to talk to you about one of the biggest misconceptions (if not the biggest) I see in the world of online business. That is the time it takes to reach a level of success in business that is both sustainable and self-supporting.

Here’s the thing, building a successful business is not easy. Despite what you might have read online, building a successful and sustainable business takes consistent effort, working on the right things, over a number of years.

I can’t begin to tell you how often I see marketing messages online that imply a very different story. We are bombarded with tales of overnight success, coming at us from the very people who are trying to sell us something that will, so they tell us, bring us that same overnight success.

As a result, many new business owners I speak to, genuinely believe that they are only months away from having the business (and the income) of their dreams, even though they currently have no real audience, no clients to speak of and no clarity about the problem they solve for people.

Before I get on a coaching call with someone new I always request that they answer the following questions:

1. What stage are you at with regards to running your own business?
2. Where would you like to be with your business in the next 3, 6 and 12 months?

Nine times out of ten, people answer, something to the effect of, just starting out to the first question and something to the effect of a full roster of clients and consistent income in answer to the second.

I’d like to make the case that this kind of success is extremely rare. Going from making no money to making enough to cover all of your outgoings and then some, in the space of 12 months or less, can certainly be done, but it is definitely the exception rather than the norm.

Before you can reach the holy grail of consistent income, there are two key things you need to have in place:

  1. A growing and well-engaged, audience of people who know like and trust you and who have a specific need or problem.
  2. A well designed product or service that specifically fulfils this need or solves this problem.

Both of these take time to create and before you can even think about creating a well-engaged audience and a set of relevant products and services that serve their needs well, you have a whole lot to figure out. Which requires a whole lot of research, a whole lot of trial and error, a whole lot of putting yourself out there and a whole lot of showing up consistently (often to the sound of crickets!) before you even begin to get some traction.

The problem is that generally, people don’t have a lot of staying power. With so many different “no fail” strategies out there, competing for our attention, it’s easy to see why people flit from strategy to strategy without ever taking the time required to make any single strategy work for them.

Something I hear a lot from people, when I’m suggesting a viable business strategy is, “I tried that and it didn’t work” and my response is always the same: Define “try”. Because when we scratch beneath the surface, what they actually mean by try is that they did it a few times and nothing happened or they did it for a few weeks, didn’t see any results and gave up.

The reality is that most people give up far sooner than it would take to see the very results they are so desperate for. 

The world of business and success is littered with examples of insanely successful people who endured failure after failure before finally realising their goal. To name just two there’s JK Rowling who had her first Harry Potter manuscript rejected by 12 different publishers before finally getting a break, which led to her book series being translated into 73 languages, selling millions of copies and accruing over $20 billion through movie adaptations and sponsorships.

How many people would have given up after 2 or 3 rejections? Or not even finished the manuscript in the first place?

Or there’s Sir James Dyson who went through 5,126 failed prototypes over the course of 15 years before creating the best-selling bagless vacuum cleaner leading to a net worth of $4.5billion. This kind of tenacity is rare but it’s oh so crucial to business success.

There are countless other examples of people who persevered (and triumphed) in the face of failure. Check out this article for more.

Now before you get dismayed by what I’m sharing here, I want you to consider that building a successful business is a process, one that takes time, commitment, consistency and perseverance but that doesn’t have to be bad news. Consider this quote:

“When we plant a rose seed in the earth, we notice that it is small, but we do not criticize it as “rootless and stemless.” We treat it as a seed, giving it the water and nourishment required of a seed. When it first shoots up out of the earth, we don’t condemn it as immature and underdeveloped; nor do we criticize the buds for not being open when they appear. We stand in wonder at the process taking place and give the plant the care it needs at each stage of its development. The rose is a rose from the time it is a seed to the time it dies. Within it, at all times, it contains its whole potential. It seems to be constantly in the process of change; yet at each state, at each moment, it is perfectly all right as it is.” 

~ W. Timothy Gallwey

When we can accept where we are in the process of growing our business, we experience less frustration and self-doubt. When we understand that success takes years rather than months we can feel some relief instead of disappointment. We can tune out the hype online that tries to sell us on the idea of overnight success and get on with the job of following through on our strategies and getting what needs to be done, done.

Some of my favourite resources on this topic, which I highly encourage you to dig into, are listed below:

“I should have made it by now!” a video by Marketing for Hippies
10 Year Plan for Authentic Business a blog post by George Kao
The Four Stages of Business Development a free course/assessment by Heart of Business.

I’d love to know what you get from reading this post. Does it give you some perspective on where you are in your business journey. It’s my sincere hope that in some small way it allows you to let go of any feelings that you should be further along than you are. Let me know in the comments below.

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Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

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How to Simplify Your Business

How to Simplify Your Business

by | Apr 15, 2019 | Big picture

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.”

⁣⁣~ Hans Hofmann

I’ve always been a big believer in less is more, but when it comes to business building, it’s so easy to get sucked into a mindset of more, more, more. Combine that with the entrepreneurial tendency to have more ideas than hot meals and it’s no wonder that we sometimes get ourselves and our businesses in to a complicated mess.

In this post, I want to share with you some simple ways that you can simplify your business and as a result, feel more sane and less overwhelmed. But before you read on, I want you to take a moment now to ask yourself the following question:

How can I simplify my business?

Close your eyes, take a few deep breathes and really dedicate some space to lean into the question. What comes up? If you feel inclined to, you might take some time to journal on the following questions:

  • Which parts of my business could be simplified?
  • What specific actions could I take to simplify my business?
  • Considering the various areas of my business that would benefit from being simplified and the actions I have identified, what feel like my top three priorities?

“Simplicity is the ultimate sophistication.”

~ Leonardo da Vinci

If you are struggling to come up with ideas for how to simplify your business, don’t worry I’ve got you covered. Below you’ll find some of my best ideas:

  • Close down social media accounts that you are not active on. Having inactive accounts drains your mental energy and looks unprofessional.
  • Close down any Facebook Groups or pages that you are not regularly interacting in or providing content for, for the same reasons as above.
  • Simplify your offerings. Are your products and services simple to access or do they feel complicated and convoluted?
  • Consider “retiring” any offerings that are not bringing in any or little revenue. (You may choose to look at these again later in the week).
  • Do you have a complicated sales process or system for people to buy your products? Consider ways you can simplify.
  • How many inboxes are you managing? Do you need that many or can you afford to lose one or two?
  • How many duplicate or completely unresponsive subscribers do you have? Is it time to de-dupe and/or unsubscribe a few peeps? Depending on your provider you might be paying for subscribers who stopped opening your emails a year ago! Now is the time to let them go.
  • Are there parts of your business message that you could simplify? Does your mission statement roll off the tongue and get greeted with nods of understanding or do you always have to explain it? How can you simplify it?
  • Is your niche complicated? Are you trying to be too many things for too many people? Can you narrow it down in the name of simplicity?
  • Are your sales pages or service pages on your websites simple to understand or would they benefit from simplification?
  • Have you ended up with more than one website like I have? Are they all necessary? Could you simplify?
  • Are you paying for domain names you’ll never in all likelihood use? Let them go, believe me, I’ve been there and it’s freeing.
  • Is your website navigation a mess? Do you have more menu items than can fit on a screen? I’ll say it again. Simplify.

Hopefully that gives you enough ideas to get started, once you’ve taken some time to journal and make notes, I want to leave you with one question.

What ONE thing will I do this week, or this month, to simplify my business?

It can take time to simplify and when we’re already feeling overwhelmed and busy, it feels easier to just plod on as we are but this is a classic case of short term pain for long term gain. Take some time out of working in your business to work on your business and you’ll feel the benefits, I assure you.

Where in your business could you use some simplification? Are there things you’d like to simplify but it’s a case of easier said than done? Share with us in the comments below, I really would love to hear from you. (This post was adapted from a free 5-day Challenge I ran last year called Spring Clean Your Business. I’ll be running it again in early June so make sure you are subscribed or a member of the Collective (button below) to be sure to get the details of when I run it again). 

SIGN UP FOR MY SOULFUL STRATEGIES WEEKLY

 

Once a week, in the form of an e-letter, I share the best of what I know about building a business with integrity for conscious business owners.

The intention behind these letters is to be a voice for integrity within your (undoubtedly) cluttered inbox. To be the one email you can count on to contain strategic and soulful advice for building a business without selling your soul.

If you want to receive the Soulful Strategies Weekly, simply share with me your name and email address below and you’ll start recieving emails right away.