In this episode of Scale Point Podcast, Heather Wanninger sits down with Joey Vitale, founder of Indy Law, to talk about a topic most coaches avoid until it’s too late: protecting your brand legally while scaling your business.

Joey shares his journey from litigation lawyer to trademark specialist and explains why coaches who want to scale beyond solopreneurship must think about trademarks, contracts, and risk management early on. Using powerful analogies (like “spare tire” vs. “four flat tires” legal issues), Joey makes the case for why trademarks are not just legal red tape but strategic assets that increase the value of your business.

For coaches stuck in the golden handcuffs of doing everything themselves, this conversation sheds light on how to step into your CEO role, protect your brand, and set up systems and teams that give you the freedom to truly scale.

Key Takeaways:

• Why trademarks matter if you want to build a sellable coaching brand.
  
  
• The difference between manageable legal risks and business-stopping ones.
  
  
• Why a comprehensive trademark search is crucial from day one.
  
  
• How niching down simplified Joey’s law practice and fueled his growth.
  
  
• The role of VAs, automation, and client communication in sustainable scaling.
  
  
  

Timestamps:
 00:00 Introduction to the Scale Point Podcast

00:36 Guest Introduction: Joey Vitale from Indy Law

01:30 The Importance of Trademarks for Coaches

04:58 Legal Considerations for Scaling Coaches

08:23 Trademark Application Process

15:39 Joey Vitale's Journey and Business Insights

21:57 Building a Team and Automation

23:46 Client Communication and Experience

30:37 Conclusion and Special Offer

Ready to scale with peace of mind? Don’t wait until a legal issue forces you to pause your growth. 

Visit Joey Vitale online:

Website: https://www.indielaw.com/

LinkedIn: https://www.linkedin.com/in/thejoeyvitale

In this episode of the Scale Point Podcast, host Heather Wanninger sits down with Paul Sokol, automation strategist and former Infusionsoft expert, to discuss how coaches can scale smarter—not harder. Paul takes listeners behind the scenes of his automation philosophy: relationships at scale.

With a blend of storytelling, tactical advice, and real-life case studies, Paul shares:

• Why good automation mimics real human interaction.
  
  
• The “weekly redeemer” follow-up strategy that increases client response rates.
  
  
• How to avoid the most common automation failures.
  
  
• What to document in SOPs so your team actually uses your systems.
  
  
• When coaches should (and shouldn't) start automating.
  
  

If you’re a coach who’s ready to ditch the chaos, reduce repetitive tasks, and create better client experiences, this episode is for you.

Don’t forget to grab Paul’s free mini-course: https://lp.paulsokol.me/automate-like-a-pro-free-mini-course.html

Timestamps:
 00:00 – Welcome and intro to Paul Sokol
 01:38 – What “automation” really means for coaches
 06:55 – Paul's journey from Cutco knives to Infusionsoft
 11:32 – How automation builds relationships at scale
 17:04 – The “Weekly Redeemer” timing technique
 23:45 – Common automation mistakes (and how to avoid them)
 30:14 – Automating with the customer journey first
36:01 – Real-life examples: follow-up workflows and coaching emails
41:18 – When to automate (and when not to)
46:33 – SOPs and training your team to use systems
51:47 – The 80/20 rule of AI in automation
57:12 – How coaches can start automating profitably today
1:01:25 – Get Paul’s free course: Automate Like a Pro

Subscribe for more weekly episodes on how to scale, own, and exit your coaching business.

Visit Paul Sokol online:

Website: https://www.bepro.events/?utm_source=linkedin&utm_medium=profile&utm_campaign=cta

LinkedIn: https://www.linkedin.com/in/voyicks/

#CoachingSystems #AutomationStrategy #ScalePointPodcast #OnlineCoachingBusiness #PaulSokol #BusinessWorkflows #KeapCRM #AIForCoaches #ClientExperience #ScalingWithSystems

In this episode of the Scale Point Podcast, host Heather Wanniger welcomes Laura Wright, founder of EPIC at Sales, to dive into the real metrics that define success for coaching businesses. Laura shares how she scaled her business by streamlining her offers, building a lean team, and shifting her mindset from hustle to intentionality.

Listeners will learn:

• Why income shouldn’t be your only success metric
  
  
• How to structure a high-ticket offer without it draining your time
  
  
• The critical mindset shift between being in servitude and being in service
  
  
• How Laura’s “CEO Schedule” and boundaries actually tripled her income
  
  
• Her simple but powerful framework: DDD (Delete, Delegate, Decide & Do)

Grab the highlights:

00:00 - Intro: Why coaches are burned out

03:10 - What real success looks like (hint: not just income!)

07:40 - Laura’s personal story of freedom and redefining success

11:15 - Coaches and the “doing it all” trap

17:05 - The myth of high-ticket = high-touch

22:50 - How to slim down your offers and increase profit

27:30 - Laura’s 100K offer structure

32:45 - The CEO schedule that tripled her income

38:00 - Her energy-first approach to business design

43:10 - Practical steps to reclaim time and simplify delivery

48:15 - How small shifts can produce massive results

51:20 - Final thoughts and encouragement

If this episode got you thinking differently about scaling your coaching practice, it’s time to take action. 

Visit Lauren Wright online:

Website: https://epicatsales.com/

LinkedIn: https://www.linkedin.com/in/epicatsales/

#CoachingBusiness #ScaleYourBusiness #HighTicketSales #TimeFreedom #CoachLife #LauraWright #ScalePointPodcast #CEOcoach #FreedomLifestyle #BusinessMentor

Deirdre Tshien shares her extraordinary journey from hospitality to SaaS and coaching, revealing the wins, setbacks, and pivots that shaped her career. With experience scaling and exiting seven businesses, Deirdre talks about building CAPShow—an AI-driven content marketing platform for podcasters and coaches—born from her own content burnout. Learn how she achieved a 5x business sale, why market timing matters, and how to design a scalable, sustainable business that works for your life—not the other way around.

Key Takeaways:

• Don’t get trapped by your product—obsess over messaging and market fit instead.
  
  
• Marketing is more important than a perfect product. Visibility is key to sales.
  
  
• Exit ≠ failure. A well-prepared exit can lead to a higher multiple (her business sold for 5x EBITDA).
  
  
• Build systems that support scale: franchise-ready models attract better buyers.
  
  
• Coaches need to create scalable marketing assets without losing their minds—CAPShow does just that.

Timestamps:

00:00 Introduction and Host Greetings

00:12 Star Wars Skeleton Crew Discussion

01:31 Entrepreneurial Journey and Challenges

04:07 Interview with Deidre Chen

06:05 Deidre's Business Ventures and Lessons

12:34 Navigating Business Exits and Setbacks

19:52 Transition to New Ventures and AI Exploration

24:38 Identifying Market Pain Points

28:12 Transitioning to AI in Podcasting

28:43 Overcoming Initial Challenges

29:55 Pivoting to Digital Marketing

31:55 Launching CAP Show

38:27 Navigating Market Changes

43:27 Focusing on Sustainability

49:53 Final Insights and Offers

Try CAPSHO.com FREE for 7 days
Use code ABUNDANCE to lock in 50% off forever
Learn more at ScalePointPodcast.com

In this inspiring episode of the Scale Point Podcast, hosts Heather Wanninger and Jenny Wright sit down with Dustin Stout, the founder of Magai, a powerful AI platform helping creators and coaches streamline content creation. Dustin shares his incredible story of rebuilding after personal and professional collapse—and how hitting rock bottom led to a business built on purpose, recurring revenue, and service-first leadership.

Dustin opens up about what it took to let go of ego, build lean, and lead with authenticity. His story is a masterclass in resilience, smart tech adoption, and creating systems that multiply your energy, not drain it.

Key Takeaways

• Why your lowest moments might hold the seed of your next big idea
  
  
• How Magai helps creators scale with AI-powered efficiency
  
  
• The power of leverage over hustle
  
  
• Why recurring revenue and customer love are worth more than one-time wins
  
  
• What happens when you build for people, not just with tech
  
  
• Lessons in rebuilding your identity and business from the ground up
  
  
  

Ready to turn a setback into your scale point?

Let Dustin Stout’s story inspire you to rethink how you build—and who you build it for.

Subscribe to the Scale Point Podcast and discover strategies for purpose-driven growth.
 ➡️ scalepointpodcast.com

Visit Dustin Stout online:

Website: https://magai.co/

LinkedIn: https://www.linkedin.com/in/dustinwstout/

#ScalePointPodcast #DustinRiechmann #MagaiAI #EntrepreneurResilience #RecurringRevenue #CoachingBusiness #AIForCoaches #FromFailureToFreedom #ScalingSmart #StartupFounderJourney #DigitalToolsForCreators #PurposeDrivenBusiness

In this episode of the Scale Point Podcast, branding strategist Barbara Carneiro helps coaches, founders, and creatives navigate the often tricky shift from a personal brand to a business brand.

If you're feeling stuck doing everything yourself—or if your business feels like it can’t move without you—this conversation will give you the tools, frameworks, and clarity to step into something scalable.

Key Takeaways

• Why being the face of your brand can limit your business’s scalability
  
  
• The difference between building a brand and building a movement
  
  
• How to hire and train a team that becomes your “mini yous”
  
  
• What to consider when evolving your messaging and visuals
  
  How to shift your identity as a founder without losing your authenticity
  
  
• Why now might be the perfect time to make the leap
  
  
  

Timestamps
00:00 Introduction to Scaling Your Business

01:22 Meet Barbara Carneiro: Founder of Word Revolution

02:35 Starting the Journey from Personal Brand to Business Brand

04:48 Building a Strong Team and Company Culture

07:22 Creating a Visibility Plan

12:23 Defining Core Values and Manifesto

16:26 Transitioning from Personal to Business Brand

20:13 Realizing Business Independence

22:22 Overcoming Doubts and Embracing Growth

23:08 The Power of Delegation and Teamwork

26:33 Defining Your Business Identity

27:31 The Importance of Discovery in Branding

36:02 Scaling with Purpose and Impact

40:24 Finding the Right Coach and Mentorship

44:09 Conclusion: Scaling on Your Own Terms

Tune in now and learn how to build a business that represents your vision—whether you’re in the room or not.

Visit Barbara Carneiro online:

Website: https://www.barbaracarneiro.com/

LinkedIn: https://www.linkedin.com/in/bcarneiro/

#PersonalBrandToBusinessBrand #BarbaraCarneiro #ScalePointPodcast #BrandStrategyForCoaches #ScalableBranding #MovementMarketing #LeadershipBrand #MiniYous #CoachingBusinessGrowth #EntrepreneurBranding #CoachToCEO #VisionDrivenBrand #VisualBranding

Ready to scale your coaching business without burning out? In this power-packed episode, Shawn Quintero breaks down the 7 roles every CEO must master to step out of hustle mode and into scalable, sustainable leadership.

From creating predictable lead systems to building a team and implementing repeatable delivery systems, Shawn shows you how to become the kind of CEO your business actually needs. If you’re tired of being stuck in the day-to-day and ready to lead with purpose, this episode is your blueprint.

Timestamps
00:00 Introduction to the Episode

00:24 Welcome to the Scale Point Podcast

01:01 The CEO vs. Coach Role

02:59 Responsibility 1: Create Leverage

04:45 Responsibility 2: Define Your Clientele

07:13 Responsibility 3: Develop Company Capacity

08:51 Responsibility 4: Create Intellectual Property

14:11 Responsibility 5: Design Your Dream Team

15:25 Responsibility 6: Develop Strategic Relationships

17:27 Responsibility 7: Manage Financial Health

19:59 Conclusion and Final Thoughts

Want to shift from doing everything to leading everything?
This episode is your step-by-step guide to becoming a strategic CEO who scales sustainably.

Start by identifying which of the 7 roles you're stuck in—and what’s missing.
Then, take action. Build your systems. Build your team. And build with intention.

Resources:

Check out episode 8 - What If Your Rock Bottom Is Actually Your Scale Point with Dustin W. Stout. 

Subscribe to the Scale Point Podcast and discover the strategies that will move you from hidden to high-impact.
➡️Apple Podcasts

➡️Spotify

#ScalePointPodcast #ShawnQuintero #CEOCoach #CoachingBusiness #BusinessLeadership #CEOFramework #CoachingToCEO #SystemsAndStrategy #TeamBuilding #ScaleWithoutBurnout #AbundanceBusiness #VisionaryLeadership #EntrepreneurGrowth

When you're a coach who's scaled to six or seven figures, you're used to doing it all. But what happens when the hustle becomes unsustainable? In this powerful conversation, Heather sits down with Kris Langworthy to uncover what really needs to happen before you make your first hire—and it’s not just writing a job description.

Kris dives deep into the internal mindset shifts required to step out of burnout and into empowered leadership. From recognizing burnout signals to asking high-quality questions, doing inner work, and embracing the right tools (like the “why” assessment), this episode is your crash course in hiring the right person to complement your strengths. Whether you're considering your first VA or scaling your dream team, you'll walk away with actionable insight and renewed clarity.

Key Takeaways:

• Why your first hire shouldn’t be a clone of you—but a complement.
• The internal work you MUST do before posting a job listing.
• How to clarify your needs to avoid hiring from fear.
• The role of assessment tools in building strong teams.
• Why burnout is contagious and how to protect your energy.
• What it really means to “let go and grow.”

Timestamps
00:00 – Intro: Why Most Coaches Burn Out Before They Scale
 02:14 – Meet Kris Langworthy & Impact Zone Strategies
 04:01 – The Inner Work You Must Do Before You Hire
07:43 – Why Hiring “Another You” Is the Wrong Move
10:20 – How to Recognize Burnout Before It’s Too Late
13:06 – The Power of the “Why” Assessment
16:58 – Delegating Without Guilt or Control Issues
20:11 – How to Hire for Energy, Not Just Skill
22:45 – Leadership vs. Doing It All: Making the Shift
26:33 – Celebrating Wins (and Why It Matters)
29:30 – Final Advice from Kris to Coaches Ready to Scale
32:10 – Call to Action: Where to Start & What to Ask Yourself

Ready to scale your coaching business without losing your mind—or your mission? Start by discovering your “why” with the free assessment Kris mentions in this episode. Know yourself first, so you can hire the right person next. Take the Free Why Assessment

#ScaleYourBusiness #CoachingGrowth #HireWithClarity #AvoidBurnout #LetGoAndGrow #EntrepreneurMindset #WhyAssessment #BusinessMindset #CoachingSuccess #TeamBuilding #KrisLangworthy #ScalePointPodcast

In this episode, Amanda joins Heather Wanninger to share a powerful framework for scaling your coaching business without hiring too soon. She dives deep into how to optimize live challenges by focusing on the “Sign Up, Show Up, Stay, and Buy” model. Coaches will learn how to increase conversions, re-engage participants, and build a streamlined, repeatable system that works — even before outsourcing or bringing on a team.

Amanda also explores practical tech tools like bots, platforms for simulated live streams, and how to engage brand ambassadors. Whether you're burned out or simply want smarter systems, this episode is packed with real-world strategies to turn your challenge into a well-oiled sales machine.

Key Takeaways:

• Framework that Converts: Amanda’s “Sign Up, Show Up, Stay, and Buy” structure helps coaches pinpoint weak links in their challenge funnel.
  
  
• Challenge Optimization Before Scaling: Why you must fix clunky systems before hiring help or investing in ads.
  
  
• Bot vs Human Touch: When to use automation like Betty Bot versus personal brand ambassadors to enhance engagement.
  
  
• Reverse Engineering for Success: Amanda shares how reordering content and messaging led one client to 15%+ conversions.
  
  
• Sustainable Growth Tips: From repurposing challenge content to automated live streaming, Amanda shows how to scale without burning out.
  
  

00:00 Introduction to Scaling Your Challenge

01:43 Welcome to the Scale Point Podcast

02:21 Optimizing Your Challenge for Revenue

03:29 The Importance of a Compelling Challenge Name

05:29 Understanding Client Needs vs. Wants

07:28 Engaging Your Ideal Clients

07:56 Utilizing AI and Feedback for Improvement

10:58 Tracking and Analyzing Challenge Metrics

14:22 Creating an Engaging Challenge Experience

23:49 Engaging with Brand Ambassadors

24:36 Scaling Your Coaching Business

25:13 Utilizing Bots for Automation

26:43 Human Interaction vs. Bots

31:44 Optimizing Conversion Rates

36:06 Outsourcing and Automation

40:23 Maintaining Consistency and Avoiding Burnout

45:20 Final Thoughts and Encouragement

Before you hire a team or launch another ad, take a step back and optimize what’s already working! Listen now to learn Amanda’s battle-tested framework and see how you can build a high-converting challenge funnel that’s simple, scalable, and sustainable. Ready to scale with sanity? Hit play now!

Visit Amanda Engler online:

LinkedIn: https://www.linkedin.com/in/amandavengler/

Facebook: https://www.facebook.com/avengler/

Instagram: https://www.instagram.com/amandavenglerllc/?hl=en

#CoachingBusiness #ScaleSmart #SalesFunnels #OnlineCoaching #ChallengeFunnels #BusinessOptimization #MarketingStrategy #CoachingGrowth #LiveChallenge #OnlineBusinessGrowth #CoachLife #SalesConversion #SalesSystem #DigitalScaling

In this episode, Amanda joins Heather Wanninger to share a powerful framework for scaling your coaching business without hiring too soon. She dives deep into how to optimize live challenges by focusing on the “Sign Up, Show Up, Stay, and Buy” model. Coaches will learn how to increase conversions, re-engage participants, and build a streamlined, repeatable system that works — even before outsourcing or bringing on a team.

Amanda also explores practical tech tools like bots, platforms for simulated live streams, and how to engage brand ambassadors. Whether you're burned out or simply want smarter systems, this episode is packed with real-world strategies to turn your challenge into a well-oiled sales machine.

Key Takeaways:

• Framework that Converts: Amanda’s “Sign Up, Show Up, Stay, and Buy” structure helps coaches pinpoint weak links in their challenge funnel.
  
  
• Challenge Optimization Before Scaling: Why you must fix clunky systems before hiring help or investing in ads.
  
  
• Bot vs Human Touch: When to use automation like Betty Bot versus personal brand ambassadors to enhance engagement.
  
  
• Reverse Engineering for Success: Amanda shares how reordering content and messaging led one client to 15%+ conversions.
  
  
• Sustainable Growth Tips: From repurposing challenge content to automated live streaming, Amanda shows how to scale without burning out.
  
  

00:00 Introduction to Scaling Your Challenge

01:43 Welcome to the Scale Point Podcast

02:21 Optimizing Your Challenge for Revenue

03:29 The Importance of a Compelling Challenge Name

05:29 Understanding Client Needs vs. Wants

07:28 Engaging Your Ideal Clients

07:56 Utilizing AI and Feedback for Improvement

10:58 Tracking and Analyzing Challenge Metrics

14:22 Creating an Engaging Challenge Experience

23:49 Engaging with Brand Ambassadors

24:36 Scaling Your Coaching Business

25:13 Utilizing Bots for Automation

26:43 Human Interaction vs. Bots

31:44 Optimizing Conversion Rates

36:06 Outsourcing and Automation

40:23 Maintaining Consistency and Avoiding Burnout

45:20 Final Thoughts and Encouragement

Before you hire a team or launch another ad, take a step back and optimize what’s already working! Listen now to learn Amanda’s battle-tested framework and see how you can build a high-converting challenge funnel that’s simple, scalable, and sustainable. Ready to scale with sanity? Hit play now!

Visit Amanda Engler online:

LinkedIn: https://www.linkedin.com/in/amandavengler/

Facebook: https://www.facebook.com/avengler/

Instagram: https://www.instagram.com/amandavenglerllc/?hl=en

#CoachingBusiness #ScaleSmart #SalesFunnels #OnlineCoaching #ChallengeFunnels #BusinessOptimization #MarketingStrategy #CoachingGrowth #LiveChallenge #OnlineBusinessGrowth #CoachLife #SalesConversion #SalesSystem #DigitalScaling