All right, welcome, welcome, welcome to Office Hours.
This is one of your benefits of being a Prosper Leader member, right?
There's all kinds of things that you get in addition to the Prosper Vault on the Prosper
Leader membership with lots of teachings.
We're together twice a week, heaven and earth.
So Wednesdays, it's prayer, it's promise, it's biblical practical to grow you spiritually.
Thursdays, office hours to focus on your business, specific, actionable, practical things you
can do to move forward.
And so this gives you access to me helping you, heaven spiritually and earth on your
business, right?
So it's a great time to ask questions.
I'm going to open with prayer, then you can type a question in the chat.
You can raise your virtual hand, you can unmute yourself, whatever works.
And I'm going to start with prayer and we'll just go forward.
Father, I give thanks for this day.
This is the day that you have made and we rejoice in it.
We thank you that in this 24 hour container is infinite possibility, is access to your
very throne room.
You've told us to come boldly to the throne.
You've told us in James to seek wisdom.
So Lord, I'm asking that wisdom, revelation, insight flows in this container.
I'm asking that you raise every single prosper leader sister, whether she's listening to
the recording or here live, that you raise her up into the fullness of everything that
you've called her to with courage and boldness, with wisdom and discernment, with creativity,
with love, with passion, with purpose, with power, with profitability, Lord, that they
will build biblical kingdom businesses that integrate you and are led by you in every
area of business, that they will no longer see business as something that we do on the
side to make money, but they will see business the way that you see it as a kingdom opportunity
for global transformation, bringing heaven to earth, changing lives, stewarding our gifts,
prospering, creating change.
Lord, what a beautiful opportunity.
Thank you.
Move mightily in this circle.
I ask in Jesus name.
Amen.
I was writing something down and then you guys can go ahead and start raising your hands
if you have it.
I was writing something down under partner with God.
I'm teaching on 1111, as you know, 9 a.m.
Partner with God.
And I started just asking some questions about that.
What does a kingdom business really look like?
How can you build a profitable faith integrated business?
Because most people live very disconnected lives.
We're very disconnected.
Natalie, it is so good to see you.
Hello.
So we're disconnected.
We're disconnected from God.
We're disconnected from our heart.
We're disconnected from our food.
We're disconnected from each other.
Like there's this giant disconnect happening and we're disconnected from our business,
from a place of purpose, from a place of stewarding gifts,
from a place of advancing the kingdom of God on earth.
We're so disconnected.
We've come to look at business as something we do to make money.
That's like the smallest minuscule way of looking at business.
And because we're disconnected, often it makes us stagnant.
It makes us...
It impacts.
I did a live in the...
In the Total Soul Prosperity, formerly the Prosper Women Facebook group, yesterday, last night I did a live,
that just like God has used the body as a way of explaining the kingdom of God in each of us,
that every single part of the body is important, and when one part is hurt, the entire body is hurt, right?
I went dancing last night, my big toe is kind of bruised.
That affects everything, affects my whole foot, the way I stand, my knee, my hips, it affects everything,
just a little small part like that of the body.
The same thing happens in business, you cannot go into business disconnected and not have it affect your marketing,
affect your messaging, affect your profit, affect the way you build your team, affect the way you look at money,
affect the way you treat your clients, you understand this is all integrated,
and so part of my passion is bringing the pieces back together, bringing heaven and earth back together,
bringing the spiritual and natural back together, bringing the wholeness of who God created you to be,
that you're stewarding your gifts and you're using them for great good.
If not, we get stuck, and we keep repeating patterns, and we keep repeating stories.
I had a call yesterday, and there's no judgment because she's not the only one,
and I never come from a place of judgment or criticism, but I see myself, I see others, I use it for teaching.
So I had a call, and I don't think she remembered that she's reached out and had calls with me before.
I keep good records, those of you know, I use Coach Accountable, I encourage you all to use it,
if you haven't used it, I give you a link to try it for free, why?
Because super inexpensive, every single tool is there.
My billing, my scheduling, my creating links, my delivering things, my serving,
like everything is in one place, and it costs you five to ten dollars active client.
So it's just a powerful resource.
Okay, so in there, you only pay for your active clients, but you don't ever lose your inactive.
So anybody that's done anything with me, it's still in there.
So I look up the name, I recognize the name, I know her, I've talked to her before.
Look it up, she did a free call with me in 22.
She did another free call with me in 24.
She's doing a free call with me in 25.
I opened up, you know, I always ask a questionnaire or worksheet, I encourage you all to do that.
You've got a questionnaire before you talk to someone.
They were carbon copies.
Five years has passed, and they're saying the exact same thing.
I'm stuck. I need clarity.
Like, they're carbon copies.
She's on the stuck bus.
Because the story is repeating, and then we're living out that belief,
and then we're living out that story.
Okay, and this happens to all of us in small ways, big ways, right?
So it got me asking lots of questions.
And I'm going to put some of those questions out to you to be reflecting on,
because we're going into a very powerful season.
The leaves are falling off the trees.
The air is getting cooler.
Many things are going dormant.
So the trees almost look like they're dead.
But are they?
The root system is deepening.
Change is happening inside.
And new life is going to come out in the spring.
And all of a sudden, like magic,
like just think like a child for a second.
Where do those leaves come from?
You've got a tree that just sticks.
And come here in California, March, February, March, April.
And all of a sudden, leaves are going to be all over the tree.
And then by the summer, fruits are going to be all over.
Where do the leaves come from?
Where does the fruit come from?
Does it borrow it?
Does it drop down from heaven?
Does it borrow it from another tree?
Have you ever thought like a child and ask a question like that?
Because it's the same in your business.
Where do the leaves come from?
Where does the fruit come from?
Where does the life come from?
What comes to you when I say that?
That's just fresh revelation right now.
I didn't even write down that question.
That's an extra question.
It just came to me that it comes from me.
Like it comes from my joy, my purpose, what I'm rooted in, what I'm called to do.
Like if I'm grounded in, then I'm going to, my leaves are going to shine.
And then like you said, they're going to fall off and I'm going to regrow again, your purpose.
Yes.
It's all within you.
It's Christ in you.
You already have in you, when you accept your Christ, you have the mind of Christ.
That's what the Bible says.
You are the temple of the Holy Spirit.
That's what the Bible says.
That means you're the container for God.
That means you're the container for infinite wisdom, infinite understanding, infinite possibility.
Do you understand that?
And yet where do we get stuck?
We keep looking outside ourselves for someone or something to change, the government to
change, the economy to change, my boss to change, my husband to change, my circumstances
to change.
They're not changing because you're not changing.
Yeah.
We get in our own way.
You come back in.
And so I wrote down these questions, I just free handed this morning.
Who do I need to be to attract what I desire, what I say that I desire?
Who do I need to be to attract what I desire?
What am I allowing or tolerating?
Because you get what you tolerate.
What am I allowing?
Am I allowing chaos to continue?
Am I allowing this story to perpetrate year after year?
Am I allowing my body to become stagnant without movement?
Am I allowing my mind to be stagnant?
Am I allowing my time to be wasted?
Am I tolerating people and things that are pulling me off court?
Like what am I allowing?
What am I tolerating?
One of my coaches asks it differently.
Am I crafting or am I coasting?
So what areas am I crafting and what areas am I coasting?
Which can also, another question that downloaded to me this morning.
What am I neglecting?
This is so good.
This is so good, girl.
Oh, good.
Straight from the book this morning.
Good.
What, what am I neglecting?
And so a biblical concept is stewardship.
We're managers of everything.
We don't own anything.
So we answer to God for how we use what we do with what he's given us, including our
gifts, our talents, our spiritual gifts.
There's a lot of scripture about that, okay?
So the first thing he gives you stewardship over is your body.
Because your body is the container of God.
Your body is how we live on this planet.
So the first thing he gives you stewardship over is your body.
What are you allowing in your gates?
Your mouth gate?
Your ear gates?
Your eye gates?
Your heart gate?
What are you opening your gates to?
Is it making you more or less of the person you want to be?
So what am I neglecting?
First thing we're steward is our body.
Second thing that we are a steward over then.
So our body is a container of our spirit, our soul, our mind, okay?
So we steward that.
The next thing that we're steward over is our living place, our home, our apartment,
our cottage, whatever you live in, the room you're at.
Am I stewarding that?
Because it's the container for me, my body.
life for many of you your business. It's the container for your business.
Are you stewarding your home?
Your business is also a container.
How are you stewarding?
Your clients, your prospects, your list. I want to talk about that today. Your relationships,
your money, your profits.
You feel me?
So what am I neglecting? What seeds?
Because scripture says everything starts with seeds. Things don't just drop out of heaven.
Your new Bentley doesn't just fall from the sky.
Everything starts with a seed in nature. Okay, I haven't seen the sky open and, you know,
a prize horse fall down, a prize car fall down, a prize man fall down. I just have never seen that.
What I've seen is that he gives us seed and we plant that seed and we nurture that seed and
it grows into something amazing based on our capacity is how much it grows. Capacity for love,
capacity for receiving, capacity, right? So what seeds are sitting dormant in my pocket?
What seeds? So part of that is looking at your spiritual gifts.
What gifts has God given you? So those of you that know me, what do I love to do? Cast vision,
inspire you, speak, write, teach, right? These are seeds.
What am I doing with the seeds? Scripture's really clear.
Plant a few, expect a small harvest. Plant a lot, expect a big harvest, right? You know,
it's directly proportional. It's actually in God's favor. It's not even proportional. You plant
a seed and you get a tree which has multiple fruits, which has multiple seeds. So there's a
compounding effect. So what seeds are in my pocket? What story am I stuck in? What am I still saying?
The example I gave earlier, the story she was stuck in, she still hasn't started her business
all these years and she said because the tech overwhelms her. I'm like, freaking, we can have
your tech solved today. You could build an empire with just Zoom and Coach Accountable. Stop.
Stop. You could build it with a Facebook group and Zoom. Stop. So what story am I stuck in?
How am I showing up and how am I not showing up?
Do my actions align with my goals?
Okay, just some questions. Get you a little water. Get you a little ready to do some thinking, some acting,
some transforming. All right, so let me hear from you. What questions does that raise? What are you
working on? Any of those questions we can work on or if you have a different one? Marisa, I'm going
to bring you here forward with me so we can see you. Okay, yes. So I love this. I still have
scarcity and lack playing out and I had a practitioner who needed some practice work,
so I volunteered to allow her to go on me and it was really good because I was still
stuck in receiving. It came down to being judged for receiving. It was a story from my past
that again, you and I definitely know this in coaching that it had this emotional tag on it
and so I had to release that and realize what self-limiting commands I had and then change
those to my I am power affirmations. And so yesterday I took bold action. I'm waiting for
it all to come in alignment today. I realized that open to receiving in the past had been painful
and had been vulnerable and that I was being judged by others and of course, it came down to
worthiness. And so.
So I've cleared that out and now I've changed
because just like that gal you said,
I used to be intimidated by tech too.
I would get overwhelmed and I would stop.
And now I do without even using the prosper forms
that I just pulled out again
that you had given me years ago,
I'd already started doing that
where I do a little bit every day towards it.
Like I will set a time for an hour.
I'm being more patient.
I'm actually watching the videos
and I'll have the videos up while I'm doing it.
So I'm almost, I believe,
finished with getting my coach accountable up.
I did have a couple of questions on it.
Let's give her a snap.
I want you to pause before you go.
Let's just honor you right now and celebrate together.
Who picked up some things?
Number one, she had awareness.
Awareness is the first step to transformation.
So what am I stuck in?
I'm stuck in lack.
But she didn't just stay stuck in her story.
What did she do?
She got support, okay?
And so she had an opportunity to get this coaching.
I have a lot of things.
If lack is what's holding you,
I'll work with you and give you some more ideas, okay?
Then she took action, okay?
So remember that the success formula
is mindset plus skillset plus right action equals results.
So she worked on the mindset,
she's working on the skillset,
and she got into action, all right?
And I wanna, that's amazing
because you have to move that stuck energy
by actually moving and doing something, right?
Okay, so keep going.
That feels good too.
I don't recognize myself enough,
so that, where before that might feel uncomfortable,
that felt good.
So thank you for that,
because I don't pause and do that recognition for myself.
So thank you.
I'm so proud of you.
Just since we started coaching over like the last week
or two, I'm seeing so much change.
Like go girl.
Yeah, thank you so much.
So my question is,
can I upload my current client agreement contract
into Coach Accountable?
And when I do, do I send it to them
through like a DocuSign to have them sign it?
That is a really great question.
There are ones in there.
If you went in, did you see the sample files in there?
I didn't look at the samples
because I'd already crafted my client agreement
and it's really strong.
I'm thinking it's so close that you could take that one
and create a copy and then pop in yours on top of it.
And because it often has,
and I haven't looked at theirs lately,
but the beautiful thing of theirs
is you've got opportunity to do all of that.
So that's one way to do it.
The other way is to save it as a file
in your Coach Accountable and send it as a file.
And the other way, like you say, is using the DocuSign.
So all three of those work.
I would go in and look at what they've done.
I haven't looked at it for a minute with the contracts.
So I would go in,
because they're always upgrading what you can do.
And they're always, this platform is constantly improving.
So I suspect every coach is using those.
It must already have the ability
just to sign with a pen right here,
right within the platform,
because it's got all of the sample contracts.
And so I don't think you have to go outside
of the platform, honestly.
And that-
Okay, yeah, that's what I want to know.
I want to be able to send it to them.
Yeah, have them sign it.
Yeah, yeah.
And it's probably got everything that you can use.
So that was one of my-
Probably you can imprint.
Yes, yes.
Probably import your signature right on there.
You know, copy it and import it in there.
So I haven't looked at it for a minute,
but I can look at it with you later.
But if not, go in there and look at what they've done.
And remember, whenever you go into Coach Accountable,
whatever area you're working on,
so let me just go in with you for a second
and show you something.
Whatever area you happen to be working on,
this is me just messaging the group,
but let's just pick something.
I don't care, it doesn't matter.
Setting up appointment.
Whatever feature you're going to use,
there's always a light bulb
that walks you through every step.
Yes.
And it's super detailed.
Okay.
Okay?
As you've looked at the light bulb, I mean, there's always
charts and graphs and links and more ideas. They're very
thorough in their training. You still don't see the answer.
There's an email us right there. And they respond within 24
hours. So I'm going to ask that question. Just in case, I'll
look further into that then. Yeah. And I'll email them.
Fine. I simply have not looked at contracts for a few years.
And I know they've changed stuff. So, okay, good. I have
just two more questions. Yeah. So when can I share your
affiliate link with other coaches that might be
interested in using coach? Absolutely. Okay, you have it.
Correct. Yep. And then moving forward. So if I'm
understanding how this you could do that right now. And that's a
you're going to have two separate coach accountables. And
you can toggle between them. In other words, you're a client in
my coach accountable. So whenever we're meeting, you're
in there, then there's the toggle, there's yours that is in
your branding and your colors for your clients. Correct. Now,
you're using the free month that I gave you with the affiliate.
Correct. And once you and I don't know what it is $20 $40.
It's almost nothing. Okay, once you sign up with your own at the
end of the month, okay, you will have your own affiliate link. So
go ahead and use it for you. Okay, so how that was part of my
next question. So how does that work? Does it alert me when the
30 days comes up? Yeah, I just have to have a client in there.
Like how? How does that work? alert you and if you go in to
do anything, and it looks like it's not letting you do
something, it may say that you need to again, things change
every month every year. So they may have but they will always
let you know that it's expiring and give you the link to join.
And so when you look at joining, me go back again and share the
screen. Yeah, because I don't want to lose any of the work
that I've done building this out already, I would, I'd probably
just be safe and just join it. Um, so under your name, okay,
you're going to see two things, you're going to see my account,
and you're going to see my referral account, as well as
everything else help resources, news, switching accounts between
Okay, yeah. And so your account, um, then it's going to pull up
all these things, and you're going to see subscription, okay.
So this is the subscription. And so the starter is, if you've
got zero to two actives, it's going to be $20. So pay the
$20. And you can have your first two clients in. Okay, as you add
clients, there's going to be a bill date. And you want to put
that bill date on your calendar. And the day or two before, you
want to make sure you clean out anybody that's not an active
client, move them to inactive, they don't go anywhere. But that
way, you're only paying for active. So your first five
clients, then from three to five is going to cost you 40, which
is eight bucks a client, a paying client, nothing, right
peanuts. After six to 1070, it goes down to $7 a client, okay,
up to 20 120. Okay, I typically have between 20 and 50 in there.
So I'm typically paying somewhere, you know, in this in
this range, okay, especially time it like if you're like,
when I do a masterclass, like I've got on 1111. And there is a
link. And so when I created that link, I created part of the
link. So when you're creating a link, you're going to have two
components to your link, you're going to go to setup, you're
going to have your offering, which is describing what you're
offering. And then you're going to have you need to save that
you need to create an engagement. If it's free, you
don't need an engagement. But if you're charging, you need to
create an engagement. And you need an engagement. That's how
money is collected. You need an engagement. If it's just full
pay, that's one engagement. Now, once you create the offering,
and you create the engagement, you can make a copy of the
engagement and then just change, like full pay, monthly, three
pay
ever you're doing. So then you've got the few engagements.
So you're going to have an offering that you can just make a
copy of with each engagement. So the offering, let's say I was
charging I'm not it's free, but let's for Tuesdays 1111. So
let's say partner with God, let's say that it was $300. I'm
just making up something. So I would create sure the offering
configuration and I would write partner with God full pay as the
title, the description, and then I would go in and create an
engagement full pay, then I would copy it and I would do
partner with God three pay, and I would create the engagement
for three pay. Okay, so you're going to have a few offerings.
Okay, so then they're going to be in here under the offerings.
Okay, so let's take take total soul prosperity. I've used this
for a lot of years. So I've got a lot of stuff in here. Every
workshop I've ever done and that you can go back to and recreate
and use it. But let's say I'm total soul prosperity. 90 day
reset, there it is full pay 3997 three installments of 1550.
So I've got two offerings with two engagements. Okay, I only
create Yeah, and I clone it and then I just change the
engagement. Okay. Now this is important, even if you only have
one, even if you just have full pay, I'm going to show you a
secret. Okay, once you've created the offering, go in and
create a collection. Okay. And the reason you want to create a
collection, the reason you want to create a collection is is
several. Number one, in in the example that I just gave you for
total soul prosperity, I've got two they can they can pay in one
pay or they can pay in three pay, correct? I've got one link
that they can choose right there. Now what I do is I go in
and that's a long link. You can save that and that's your link.
Copy it. It works. You can give them that no problem. Okay,
personally take one extra step if this overwhelms you forget
that if it doesn't overwhelm you, I use bitly the it that's
right. Okay. And I go in and I create a short link. And also
sometimes if I'm doing live speaking, I create a QR code
right in there so that people can just scan the QR right
there on the spot. So what happens then is I took that
link I just showed you. Okay, now there's different links. I
created a masterclass for 1111. So look what a nice link I just
created bit partner with God masterclass. I like sending that
it looks nicer. This is the coach accountable link, right?
So that's one possibility. And so once you've you've created
that so here is the here is the 90 day reset. See, I made it
into a nice short link instead of that long link. Okay, make
sense. Um, so yes, I'm following what I'm gonna I'm
just gonna post a long link because I already copied it for
a second. So what does your client see? This is why I tell
you to make a collection. What does your client see? Your
client sees both offers at once they can go forward. And they
get to see this is like a little mini landing page in the
description. Okay. But the description only shows when you
do the the collection. So you want to create the individual
one, then you create the collection, right? So we just
did the one so let's just say
um,
and then Brenda, if I'm understanding you correctly,
once that is built out, I then email, I guess the link to the
client, use it however they want to use it in text messaging, use
it in emailing, pop it in social media in the comments, use it, I
use it everywhere. Like right now, I'm so they go so. So I
like to create the Bentley because it looks nice. That's
just me. Okay, but agreed. It's the same link either way. Now
I've got that link.
Some of them, I just have memorized, so for example, bit.ly forward slash schedule Brenda.
That's my scheduling link.
I always know it.
I can give it away so easy, okay?
But if not, I can go, whatever it is, I can go find that link, okay?
Just copy it.
So if you do a social media post and say link in the comments, put that link in the comment.
If you do an email, say click here to register.
Put that link there.
If you're texting someone or you're inviting them to something by text or in messenger,
put the link there.
It works everywhere.
Isn't that cool?
I understand the link.
Yes, I understand the link part.
What my additional question is, is do they have to have already set up their coach accountable
to then go in?
No, what will happen when they click on the link, it'll automatically pop them in.
Now what I like to do, I like to create groups in coach accountable.
So what's going to happen is it's going to pop them in your coach accountable.
So let me just show you what happens.
And then I'm going to show you.
I hope this is helpful for everyone else.
Thank you for taking this time.
I think it is because I'm recommending this for everybody and so we might as well go through
it.
I'm glad that you're asking.
Okay, so let's just go straight into, get out of bitly here, and let's just go straight
into my coach accountable for a second.
So what's going to happen is when they click on that link, it's going to pop them in, not
your library, don't ask me why that happened, it's going to pop them in right here to your
active clients and it's going to show you what they were added from.
So she originally, she's bought other things.
She was added.
That's how she first got in here.
Okay.
It's going to show that.
Now, if they get added the first time, you're going to get an email, they're going to get
an email and they may not notice there's an invitation that they get to join coach accountable.
And so if they haven't, like all of these, let me see if I have, I think, you know, all
of these have already, they're already joined.
Oh, there's one.
Okay.
She's new.
I had a call.
She was added.
She clicked on the link for a complimentary breakthrough call.
Okay.
She did not join.
It's in here.
I have all of her information and she got the, she's going to get the scheduling information
and all of that, but she has not actually accepted the invite.
So when you see that, then you can go in and remind, you can click on that little invite,
you can change the wording if you want, it's kind of a little one.
So I'd like to set you up.
I like to, you know, kind of come right there and just say, I'm inviting you to join my
coaching portal.
This is where we'll do coaching or this is masterclass.
So make it simple, but then that lets them go ahead and come in now before the billing
date.
Remember I told you to know your billing date.
Okay.
My billing date is the 28th.
So I'm not worried about it till the 28th, but before the billing date, I'm going to
go through and clean out.
Okay.
Now she had a free call with me.
We've already done it.
Now she's got a link to choose which package she wants to work with me.
So I don't really need to keep her in here unless she's in a group or something else.
I'm going to go ahead and go right here in this managed client and I'm going to deactivate
her.
Okay.
So now she's inactive, but I'm not being billed.
When she clicks on the new link to buy, it's going to pop her right back in here.
Now for my organization, when I'm offering something that I want to be able to message
everybody, I want to use this kind of like a CRM.
I make part of the offering that they go in a group.
You get to choose that.
And so I will create.
So you know, right now, for example, you guys are all in the Prosper Membership Group.
Okay.
And so what that means, the reason I do that as part of the offering is I can go to the
group now and I can create a group stream.
I can send you all an action.
I can send you all a metric.
I can send you, this is the email, I can send you a message.
I can send you a worksheet to work on.
I can send you a file, everybody in the group.
So you can use it, you know, as a CRM individually and also.
as a group.
So when it's something that I know
I wanna communicate with everyone,
like the Prosper Leader membership,
every email you guys get,
and this is all, you guys all see this,
you get it in your email
and it's also in your coaching portal.
You can go back and scroll,
but everything I've sent you,
I've sent through the group.
Does that help you?
Okay.
That helps me.
I think the last little piece is,
so again, I'm giving them this link.
That's how they sign up for a package.
That's how they pay,
whether it's like you said,
three payments, full pay.
They're there.
You get notified.
They get notified.
Do you put anything on your website?
Because initially I was building out Calendly
and I'm not.
So what goes on your website for them to-
Put your scheduling link if you want,
whatever.
You can create a link for whatever you're doing
in Coach Accountable
and shorten it to a Bitly if you want.
You can put any of that on your link.
So if you go into any of my websites,
I've got a book.
I've got a book coaching one.
I've got my courses and I've got my regular,
but let me just pick my regular website.
Okay.
You're going to see on my regular website,
schedule a free breakthrough call.
Guess what that link is?
Coach Accountable.
It's going to go into your Coach Accountable.
Yeah.
So whatever it is-
That's good to know.
Because mine used to just go to an email.
Like for my discovery call,
mine just used to go into my email.
This is, see, but the beauty with Coach Accountable
is that you can attach the worksheet,
create a worksheet so that a worksheet is part of the call.
You make the call and offering.
Yes, I've done that, that welcome worksheet.
And you make the worksheet part of that.
So that, love this, right?
So here's one of my links, right?
Schedule Brenda.
So somebody comes in.
This could be on my website.
It could be anywhere.
Somebody comes in and they schedule with me.
They're going to click a time.
They're going to click it.
Then it's going to ask them to continue.
It's going to ask them to fill in their information.
Now, look, I attached a worksheet to this.
The questionnaire is part of them registering for the call,
which you're going to have in their coaching portal
and you're going to get an email.
So before you ever meet them,
you already know about them.
Does that help?
Yes, thank you for taking all that time.
I'm grateful for that.
Yeah, I'm just, it's just a different paradigm shift.
I'm just changing the dynamic of how I did it
now that I'm incorporating.
But I'm glad, I'm glad.
Yeah, thank you.
I personally think what really takes coaches off course
is they've got Calendly over here,
an email system over here,
a client management system over here,
an app over here,
and none of them are talking to each other.
I personally like everything in one place.
My billing, my client management,
my appointment setting,
my delivering of any courses,
my organizing of group,
I like everything in one place.
Now, I have a high-end membership site.
I could build even that in Coach Accountable,
but I have a super high-end that's like a Netflix,
you know, for personal development.
That's on a different platform.
So your Prosper Leader membership vault,
which is membership.prosperandallthings.com
is not in Coach Accountable.
That is separate because it's just,
it's too beautiful to not have, right?
So all of you that are, you know, regular members,
oops, that's just automatically did something
I didn't mean it to do.
So it's just membership.prosperandallthings.com.
So that's on my website in a way,
it's on my URL, okay?
But this is a very-
Okay, so that's separate if they do that membership.
That's what I want you to know, it's separate.
This is a very high-end.
You don't have to download anything.
You're playing right off of here.
And I've got every course I've ever created
that can be delivered from here.
So I could do everything in Coach Accountable,
but I already had a very high-end.
So you may use your website for different things
than Coach Accountable, but you don't have to.
So somebody that's brand new,
I could put every one of these courses.
is in Coach Accountable, and I could deliver them.
I could sell them.
I have them in there.
If you look at my courses, I have done some of my courses.
There's a jumpstart that's in there.
And building a course in here is super easy.
It's drag and drop, OK?
So everything's possible.
So when people say, tech freaks me out, everything.
If you have Zoom, I would have a Facebook group,
because there's so much you can do in a Facebook group to reach.
I do.
I have a Karen's Coaching Premier Group
that I haven't totally built out, but it's already up.
Well, we'll talk about maximizing the use of that.
Because I maximize the use of that.
So if I was going to have only three things,
I would have Zoom, Coach Accountable, and a Facebook
group.
If I'm brand new, I hate tech, and I want to lead generate,
and then I want to just nurture the bejeebers online,
take them offline onto Coach Accountable,
teach everything on Zoom.
That's all you need.
Yeah.
Those I have.
I just need to build out my Premier Group.
Going from zero to six figures is one set of what you need.
Going from six figures to seven figures, we go higher.
Like, I use one of the top CRMs, where
you can do all kinds of things with your lists and all
of that, OK?
But you don't need that when you're brand new.
You could start bringing in clients with just
Zoom and Coach Accountable.
Zoom, Coach Accountable, and a Facebook.
You don't need it to start making your first six figures.
We get you at $10,000 a month without any extra stuff.
Nothing.
Yay!
Thank you for asking.
I think that's important.
Does that bring up questions for anyone else?
I think that this was a great question.
So I think Natalie had to hop off.
She said, Charla, Tracy, I know sometimes you guys
get bogged down.
Does this raise more questions?
Or what comes up for you guys?
I know we've got, like, five minutes.
But I can go a few minutes later to answer your questions,
worst case.
It's fun to watch somebody who's actually
really in the process doing it.
And it gives them some motivation
and watch those processes.
Now, did I learn the processes?
No, but I know where they are.
And I know how to find out.
Well, the secret, if you don't already
have a Coach Accountable, use my affiliate link
so you get to play for free for a month.
Once you're in there, just try it.
And what's the first thing you need?
Set up your appointments.
And like I said, everything has a light bulb and an email me
if you have questions.
And then you can reach out to me as well.
So I would set up my appointments
as the first thing that needs to be done.
I would set up a 15, a 30, and a one-hour appointment.
So the first thing is set it up with your calendar,
whatever calendar you use so it feeds that calendar
and it reads from that calendar.
So I use my Google Calendar.
So that means my clients don't see my personal calendar,
but I can block off anything.
I've got a dentist appointment and I'm traveling.
I can block off.
That means Coach Accountable will not be able
to put anything there
because there's already an appointment.
It reads from my calendar.
And when they do make appointments, boom,
it goes on to my Google Calendar.
So in one calendar, I can see my personal appointments
and everything Coach Accountable has scheduled, okay?
So good, I'm glad that you're understanding the picture,
Tracy, thanks for sharing that.
So the first thing I would do,
I would set up my appointments, okay?
Once you set up the appointments,
I would create those as an offering.
You don't need an engagement, it's free,
but I make that as an offering.
That means it can describe what you do
during the appointment and it gives you a link.
You have to make an offering to have a link.
So it has a nice scheduling link.
You can shorten it.
Like I love, I shorten mine to bit.ly forward slash
schedule Brenda.
I can always remember that.
I can give it anywhere, anytime.
I've also got a 15 minute link.
So, and then when they schedule on that link,
you can have the worksheet, create a worksheet
so that you have the questionnaire to go with it.
So that's the first.
First thing I would do is set up your appointments
and make an offering
so you've got your links for your appointments.
Second thing I would do is if you have already packages
or things you wanna sell,
I would start creating those as offerings and engagements
and I would set yourself up with Stripe.
If you don't already have Stripe, get it.
It's easy if you already have it.
Then Coach Accountable will connect to Stripe
and that way it will bill at whatever level
in one chunk, three chunks, monthly, whatever.
Boom, it automatically goes in your account.
You don't have to mess with anything.
I don't mess with scheduling at all.
My clients know they're responsible to schedule themselves.
I don't baby.
People are big girls.
They need to schedule themselves
if they wanna meet with me.
Coach Accountable will send you nudges and reminders
if you don't and it's gonna schedule,
send me reminders if you don't.
So I don't touch my scheduling.
Who's got time for that?
I don't mess with it and it's on my calendar.
I do not mess with that, number one.
Number two, I do not mess with billing.
Whether you're paying me in one chunk, three chunks,
six chunks every month, it's automatic.
You're billed.
I get notice if it doesn't go through.
Okay?
And it's going to give you notice
that it doesn't go through,
but I'll also follow up and make sure.
Okay?
So that's all automatic.
Money goes in the bank every month.
I'm not messing with billing.
Who's got time for that?
So you see how I wanna automate your life
so that the things you're doing,
you don't have to go hire a VA to do this.
You don't need an expensive tech to do this,
a big billing system.
You don't need it.
It's all there.
So that'd be the second thing I would set up.
Okay?
And then we could go from there,
but that would get you moving.
You can move your files into there.
You can move your worksheets into there.
You can create products in there, courses in there,
but you don't have to do all that stuff,
but it's there if you want to.
Does that answer?
So, if you were gonna summarize everything
that you just heard,
what was your aha?
What did you realize or learn?
What was your awareness?
And what is your next right action
so that your seed is not in your pocket?
You're not just stagnant.
You're moving forward.
Marisa got in there and just tried it.
Let's go.
Let's start building it.
And was it really hard, Marisa?
No, it's pretty self-explanatory.
It's a lot of steps,
but I know this is worth laying this foundation
because I want a one stop.
I don't want to be messing, like you said,
with the billing, with the appointments.
So, I know the benefit of taking the time
to build it out now.
And they're really great.
Like I put in the chat,
watch his video and then have your coach accountable.
And I would pause his video and I would go over and do it.
And then I'd play the video again,
and then I'd pause it and go over and do it.
And there's great templates that they have in there.
Love it.
The only thing, Brenda, that is a little...
Way to take action and way to...
Yes, the only thing that's a little confusing.
Go ahead.
Right, is the offering and engagement.
And I know you explained this in the past.
That's the one thing that confuses me is why the two?
Yeah.
So, the engagement is simply,
how do you want coach accountable to collect the money
and put in your bank?
So, you need an engagement
in every way you collect the money.
If it's free, you don't need an engagement.
If it's single pay,
you just need one offering, one engagement.
If you're offering any kind of payment options,
so two pay, three pay,
then you need to create an engagement.
So, the engagement is telling coach accountable,
how much money do I take?
How often?
So, prosper leader membership.
Those of you that have the discounted level
of the prosper leader membership, okay?
You're getting $197 a month for 99 at this moment,
let's say.
So, it automatically does that ongoing
as long as you're a member, it's done automatically.
So, that would be like an ongoing monthly engagement.
Some things like you saw, my 90 day coaching,
they're gonna full pay or they're gonna break it
into three payments, two engagements.
One is says just pull out 3997, put it in my bank.
The other says, pull out three payments of 1350
and stagger them three weeks apart, four weeks apart
and put them in my bank.
It's just automatic billing for you.
So the offering is what you're offering.
So the offering is the description?
The offering is the description,
the engagement is how much money pull out how often.
Perfect.
Good, glad you asked.
Thank you for clarifying.
And isn't that cool that you can do that?
Isn't that cool?
So you're gonna have some things that you say,
it just continues until someone stops.
You're gonna have some things that say
continue it for 12 months.
You're gonna have some things that say
continue it for three months.
You're gonna have some things that say
pull it all out at once.
It's just a one-time deal, one and done.
A workshop is gonna be a one and done, 47, 97, 127.
It's just one time, one time engagement.
Yay, great question.
Any other questions that this raises for you?
But I love that you took action
and that's the beauty of Coach Accountable.
When you click on that light bulb,
there are charts, there are videos,
there are templates that walk you step by step by step
so that don't let that fear stop you.
Just dedicate an hour a day to setting it up
or dedicate a weekend to setting it up,
whatever works for you, for your brain.
Then you'll save a lot of money
because all those other apps cost a lot.
Not only will you save time and save your mind,
you're gonna save a lot of money.
Like I said, you're ending up paying $20
or five, six, seven, $10 an active client.
Like you're saving a lot of money for everything.
Yeah, agreed.
Yeah, good.
Any other questions as we wrap this up?
This was good.
Kind of half inspirational and half practical.
All right, so your calendar,
make sure you've been probably seeing me post a lot
about 11.11, that's gonna be powerful.
It's all fresh materials,
partnering with God in business, 9 a.m. the 11th of November.
Okay?
So that week, there's gonna be three things.
There's gonna be on the 11th, which is Tuesday,
the partner with God.
Wednesday, we'll still do our power hour.
Thursday, we'll still do office hours.
So it's gonna be a powerful week.
I'd like you all thinking about
if you wanna offer something for Black Friday,
be it free or be it charging
so that it's a tool to be nurturing and activating
and getting your lists to raise their hand.
Okay?
So that also, I'd like you to be thinking
about between now and Black Friday,
and we can work on that as well.
Okay, any questions?
If not, I bless you, and I'll see you soon.