In this episode of HSDT, I had the pleasure of interviewing Anne-Marie Rose, an online business strategist and offer alignment expert with a wealth of experience in helping service-based leaders scale their businesses with clarity and confidence. Anne-Marie shared valuable insights on how she leverages high impact workshops to book out her online agency and attract high-ticket clients.

During the interview, Anne-Marie shares:

• How high impact workshops have the power to provide value to potential clients while also showcasing expertise and building trust.
• The difference between webinars, masterclasses, and workshops
• Why teaching impactful content in workshops is more impactful than the pitch.
• Why charging for workshops is more likely to attract participants who will convert into high-ticket clients.

Anne-Marie also introduced a valuable resource, a quiz which helps business owners determine the ideal workshop format for their specific business needs and goals. This tool provides a personalized workshop format recommendation and a sample agenda to guide business owners in creating impactful workshops.

To take the quiz, go to myworkshopgameplan.com. 

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Do you have trouble creating and holding your business boundaries?

As service providers, it can sometimes feel hard to enforce the boundaries that we’ve created but then, when we don’t, we often feel taken advantage of and burned out.

Our guest today, Jackie Ellis, shared her journey of moving from running a gym to running a successful Facebook ads agency and how important she’s found building boundaries along the way.

Jackie and I dive into the challenges of establishing and maintaining boundaries, especially for women and moms in the online business space. We discuss the common struggle of feeling the need to be available at all times and the impact it can have on both our personal and professional lives.

Key Points Covered:

• The challenges of setting boundaries as a service-based business owner.
• How Jackie learned to establish and maintain boundaries in her agency.
• Strategies for supporting your team in setting and respecting boundaries.
• Client feedback on agency boundaries and the importance of attracting aligned clients.
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Listen to the episode for tips on how Jackie implemented boundaries in her agency, such as setting strict working hours, avoiding work-related activities in certain spaces, and respecting her team's boundaries. One of the highlights of the episode is our discussion on the importance of leading by example and supporting your online team in upholding boundaries to create a cohesive and respectful work environment.

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In this episode I'm sharing valuable insights on how to "agencify" or productize your offers and create a scalable offer system for your online agency.

Why is this important? By templatizing your offers, you're able to carry out your services in the exact same or very similar way from client to client, no matter which team member is assigned to the project. It creates time efficiency and saves you money when you're not reinventing the wheel every time. And last but not least, it allows the services process to run without you!

In this episode we'll be walking through these 5 steps to agencify your offers:

• Get clear on your offers
• Create a high-level view of your processes
• Make note of where project plan templates, checklists, canned emails, etc can be incorporated.
• Create templates & SOPs
• Train your team on the process

Creating a scalable offer system may take time but is essential for freeing up your time and allowing your agency to run smoothly without your constant involvement.

Apply for a $25,000 grant package with HoneyBook via the Breakthrough Grand program. Learn more at tashabooth.com/breakthroughgrant

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In this episode of the How She Did that Podcast, we’re welcoming back my good friend Melissa Froehlich. Melissa specializes in business alignment strategy, helping women entrepreneurs scale their businesses. Her unique approach is holistic, weaving in KOLBE and Human Design principles to craft effective, sustainable, and personalized business strategies. 

Melissa says these awareness tools can be used to help CEOs understand their innate strengths and in turn build businesses that align with their unique capabilities. 

In this episode you’ll learn: 

• What the KOLBE and Human Design awareness tests are and what they can teach us
• How to use these awareness tools to gain a deeper self-awareness
• How to integrate these awareness tools into our hiring processes AND how we manage our team members day to day
• Why knowing your results isn’t enough - you must apply what you learn! 

Connect with Melissa on Instagram at @melissafroelich_biz or visit her website at melissafroehlich.com. 

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In the final episode of this 2-part series, we delved into the importance of creating company core values. Core values serve as guiding principles that uphold a business's beliefs and conduct. They're a personal and intentional promise to you, to your company, to your team and to your clients about what they can expect and depend on.

In this episode, we break down:

• The five questions to ask yourself AND your team as you begin to brainstorm potential values.
• How to narrow down and refine the values you've brainstormed
• Examples of company core values such as integrity, accountability, and respect.
• Using your core values to determine if a client or a team member are in alignment with your company.

Take action today by creating or revisiting your agency's core values, sharing them with your team, and posting them online or on your business' website to ensure consistent alignment with these values.

If you liked this week's episode, check out Part 1 of the series where we covered the difference between a mission statement and a vision statement and how to turn them into statements that truly guide your company's direction and decision-making! Listen to Episode 196 here.

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In this episode of the How She Did that Podcast, our focus is on the importance of mission and vision statements for your business. These are not just documents to be created and forgotten; they are the guiding stars for your business's direction and decision-making.

I broke down the difference between mission and vision statements and provided examples from well-known companies like Starbucks, Nordstrom, Duolingo, TikTok, IKEA, Disney, and the BBC.

I also shared practical tips on how to infuse these statements into the daily life of your business, such as:

• Post them on your company website.
• Include them in client intro and onboarding content.
• Engage your team by asking how they've lived out the mission or worked towards the vision.
• And more!

Join me next week for Part 2, as we delve into creating strong core values statements.

Head over to tashabooth.com/podcast for more resources and ways to work with me!

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In this episode of the How She Did That Podcast, I am sharing three key steps to creating the perfect agency SOP.

SOPs or Standard Operating Procedures, are an important part of creating templated systems and processes within your agency. With these guides in place, it is much easier to ensure consistency among your team as they work together and support clients.

In this episode you'll learn:

• The importance of breaking down complex processes into smaller, more manageable SOPs
• How to set up your SOPs to accommodate different learning styles
• Best practices for housing SOPs

Click here to watch a video demonstration of our SOP creation process at The Launch Guild.

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In this episode of the How She Did That podcast, we dive into the art of client satisfaction without the need for extravagant gifts or expenses. I share three actionable strategies that can significantly boost your client's happiness and ensure a thriving, repeat business relationship.

1. Define Success with Your Client - Understanding what success looks like to your clients is crucial. This ensures that you're focusing on what truly matters to them and addressing any potential fears they might have about the partnership.
2. Keep Your Clients in the Loop - Communication is key. Clients may feel anxious about the process because they're not the experts. By keeping them informed about the progress, what's happening each week, and what's coming next, you can alleviate their concerns and build trust.
3. Follow Through on Your Promises - Simply put, do what you say you'll do. Clients appreciate transparency and accountability.

By implementing these three strategies, you can create a business that not only meets but exceeds client expectations, fostering a relationship they'll want to return to time and again.

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In this episode, I'm sharing a fast and furious list of the 10 Things Successful Agency Owners Have in Common (plus a couple bonus tips too).

Between my three different coaching programs, where I'm working with close to 100 different agency owners at all different stages in their journey, I've been able to see first hand the commonalities that set successful agency owners apart.

1 - Mastering Delegation: Successful agency owners practice the art of delegation, understanding that they can't do everything themselves.

2 - Handling Tough Conversations: They may not enjoy it, but they don't shy away from difficult discussions, knowing that addressing issues early prevents bigger problems later.

3 - Prioritizing Effectively: They focus on what's truly important and avoid getting sidetracked by tasks that may not be necessary at the moment.

4 - Staying on Top of Your Numbers: Knowing their numbers is crucial for maintaining profitability and making informed decisions.

5 - Balancing Work and Personal Life: Having hobbies and interests outside of their business makes them better CEOs by providing fresh perspectives.

6 - Being Proactive, Not Reactive: Anticipating needs and planning ahead helps them avoid "Oh crap" moments and stay ahead of the curve.

7 - Consistent Marketing and Sales: They make lead generation and sales activities a non-negotiable part of their routine.

8 - Learning to Say No: They understand the importance of setting boundaries to focus on what truly matters for their business and personal life.

9 - Their Team is Now Their Clients: They shift their focus from client support to team support, recognizing that a well-supported team will take good care of clients.

10 - They Don't Major in the Minors: They don't sweat the small stuff and allow minor issues to derail their focus or their business.

BONUS TIP #1 - Embracing Failure as a Lesson: They view failures as opportunities for improvement rather than a closed door.

BONUS TIP #2 - Decisiveness: They aren't afraid to make decisions, understanding that indecision can be more harmful than making an imperfect choice.

I hope this list resonates with you and helps you identify areas where you can align your actions and mindset with those of successful agency owners. Let me know which traits you connect with the most by reaching out on Instagram at @thetashabooth.

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In this episode of the How She Did That podcast, we are talking about 3 powerful ways to break free from a business mindset rut. As a business owner, you are bound to experience disappointments and challenges from time to time, and sometimes those situations can leave us feeling stuck or completely unmotivated. I'm sharing a bit about my own experiences with mindset ruts and offering strategies to help you endure the tough times and reignite your passion for your business.

In this episode we cover:

• What a mindset rut is and the negative impacts it can have on your business
• Show Yourself Your Evidence of Awesome and reflect on all the amazing things you HAVE achieved!
• Take action and challenge yourself even when you think you can't find an ounce of motivation.
• The power of community and knowing you're not alone in your struggles.

By implementing these strategies, you can overcome mindset ruts and propel your business towards success. Stay motivated, believe in yourself, and embrace the journey ahead!

Learn More About the Agency Alliance Membership!

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