The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

By Tracy Hoth | Certified Life Coach, Professional Organizer, Systems SpecialistBusinessEntrepreneurshipEducationHow ToMarketing
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The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur episodes

  • 37 | How to Repurpose Your Content with Brittni Schroeder

    If you're frustrated because you're spending countless hours creating content but not seeing the reach and engagement you desire, then you are not alone! Many coaches struggle with this same challenge, pouring their time and effort into creating valuable content only to see it go unnoticed.

    Repurposing your content can help alleviate this frustration and finally get your message in front of a larger audience. By implementing effective repurposing strategies, you can maximize the reach and impact of your content, ultimately leading to increased visibility and engagement.

    My special guest, Brittni Schroeder, shares how she...

    • repurposes her content,
  • organizes it in a content database, 
  • documents her process so her virtual assistant knows exactly what to do, only working 5 hours a week,
  • organizes her Canva
  • monetizes her content
  • Brittni recommends three actionable steps for the listener to take.

    If you're feeling overwhelmed, it's the perfect time to implement systems. Take the time to create a strategy and don't rush the process. - Brittni Schroeder

    The key moments in this episode are:

    00:02:19 - Brittni's Content Creation Process

    05:15 - Leveraging Searchable Platforms
    09:25 - Repurposing Content Across Platforms
    14:47 - Content Creation and Organization
    15:23 - Using Airtable for Content Tracking
    18:55 - Importance of Standard Operating Procedures (SOPs)
    22:12 - Creating Consistency with SOPs
    29:44 - Monetizing Content and Lead Magnets
    30:46 - Organizing Graphics in Canva
    31:50 - Importance of Naming Files

    Businesses fail for two reasons: they don't grow fast enough, or they grow too fast and lose their integrity. Implementing systems and strategies can prevent both. - Brittni Schroeder

    Your Organizing Expert,

    Tracy Hoth

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    39 min
  • 36 | Behind the Scenes - How I Plan My Year

    Happy New Year!

    Have you been reflecting on your goals for the upcoming year? Are you like me? Drawn to every planning event out there? Desiring to make a perfect year plan? 

    There are a LOT of planning events being advertised right now. And my curiosity about how people plan their year draws me to these events like a bug is drawn to the light.

    But, they never seem to be exactly what I want. So...

    I've decided to take matters into my own hands and create my own planning process and 2024 calendar. It is...

    SIMPLE.

    Visible.
    All in one place.
    Content-based.

    I detail the essential elements of my personalized calendar and planning process, emphasizing the importance of having clear goals, a focus for each week, and visibility of my podcast episode (or for you, it might be content (blog, YouTube, Live topic) and projects. The calendar includes sections for goals, weekly focuses, month views, podcast planning, project tracking, and WINS.

    Ahhh, the beauty and simplicity of this design is helping me stay organized already.

    I share my preference for printing it out as a PDF first, getting messy with it, and then printing it as a wall calendar in Canva and hanging it right near your desk to update and follow all year. I share my plan to use it to document wins and accomplishments, creating a visual record of success.

    And the best part is... 

    I want to share it with you!

    You can get access to my exact calendar. It is ready for purchase at simplysquaredaway.com/plan. This includes a PDF version to print and plan messy, a Canva template that you can print in calendar form, and a tutorial video.

    Highlights:

    • Desire: To plan my business year with a simple, suitable planning tool.
  • Frustration: I can't seem to find exactly what I want.
  • Solution: I make my own customized calendar that includes sections for clear goals, weekly focuses, month views, podcast planning, and project tracking with a clean, simple design for staying organized.
  • Instruction: How I use it to plan my year.
  • WINS: Document successes on it.
  • Get yours! My 2024 calendar is available for purchase at simplysquaredaway.com/plan, including a PDF version to print and plan messy, a Canva template that you can print in calendar form, and a tutorial video.
  • xo,

    Your Year Planning Expert 

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    18 min
  • 35 | Are Your Business Finances the Neglected Stepchild? with Carla Moats
    Are your business finances the neglected stepchild?

    My guest this week, Carla Moats, and I discuss the common neglect of finances in the coaching space, where revenue takes precedence, and profit becomes an afterthought. Carla emphasizes the importance of financial knowledge for small business owners, especially in coaching, to overcome the fear and intimidation associated with numbers.

    Do you want to improve your business's financial management and increase profitability? Learn how to achieve better financial control and organize your business finances for increased success and stability.

    Empower your small business's financial future as Carla dismantles the profit paradox, guiding you through the crucial steps to separate, track, and prioritize your revenue to maximize your company's success.

    In this episode...
    • Carla stresses the importance of tracking revenue and expenses monthly and highlights the common oversight in the coaching space where many are unaware of their profit until year-end tax consultations.
  • Carla suggests various tools for financial tracking, ranging from QuickBooks and Xero for larger businesses to spreadsheets, Wave, YNAB and HoneyBook for simpler needs but ultimately emphasizes the need for a system that records both income and expenses for accurate financial insights.
  • We discuss the significance of setting profit goals for coaches and small business owners and encourage everyone to take an intentional approach to spending and investments, emphasizing the practice of deciding upfront how much profit to take.
  • Carla advises business owners to assess their financial health regularly, considering factors like profit, cash flow, and personal income by implementing a monthly finance hour, either self-led or with a bookkeeper, to review financial statements and understand key financial metrics to guide their strategic planning.
  • She recommends identifying 5 to 7 KPIs that directly impact revenue and expenses, tailored to the specific business model, highlighting the value of tracking KPIs alongside financial metrics to gain a comprehensive view of business performance.
  • We conclude the episode by discussing the importance of having a mindset shift toward intentional spending and investment decisions.
  • Carla is a fractional CFO and financial and money coach for female coaches and other service business owners who are making money, but not keeping enough. She brings her 30+ years of finance and accounting experience to her clients, helping them understand their numbers and become profitable so they can scale profitably and still have the money to live the lifestyle they dream of.

    Don't wait for your tax guy to tell you how much you're making. You should know every month how much money came in, how much money went out. - Carla Moats

    The key moments in this episode are:

    00:00 - Neglecting Business Finances

    07:53 - Organizing Business Finances
    10:39 - Financial Tracking Tools
    14:37 - Hiring a Bookkeeper and Understanding Financial Statements
    16:51 - Setting Profit Goals and Paying Yourself
    18:54 - Profit First Principle and Intentional Investments
    23:23 - Intentional Spending and Personal Financial Goals
    27:29 - Business Expenses and Costs
    29:08 - Key Performance Indicators (KPIs)
    30:20 - Importance of Bookkeeping

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    33 min
  • 34 | Mapping Your Customer’s Journey with Stephanie Griffin

    JOIN US to get your business streamlined and organized for 2024 and beyond! Today (12/19/23) is the final day to get 25% off on Organized Coach Academy.

    Ever felt overwhelmed in your coaching business? My guest today, Stephanie Griffin, suggests using your overwhelm as a signal to go back to your customer journey. She lays out a compelling case for defining your customer journey as the antidote to marketing chaos.

    Listen in as she walks us through the crucial steps, starting with a clear definition of your product(s) and niche. She continually brings us back to looking through the lens of your customers and what they experience as they interact with your business, from initial contact to successful engagement and happy ending.

    With practical tips on documentation, testing, and gathering feedback, Stephanie equips coaches with the tools to refine their strategies and ensure a positive end to the customer journey.

    This episode is your guide to mastering the customer journey and transforming overwhelm into a well-defined path to success. #MarketingStrategies #CustomerJourneyMastery #CoachingBusiness

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    33 min
  • BONUS 5 Tips to Declutter Your Life and Business in the New Year

    "Declutter" is a word that packs a powerful punch! It creates space. It provides opportunity. Decluttering, at first might be scary or hard to do, but ultimately it feels like freedom and peace and calm.

    Decluttering is what we're focused on in Organized Life Academy 2024. It's what we're doing in our businesses in Organized Coach Academy. I used it to decide how to invest in my business next.

    There is so much power in the act of decluttering.

    Listen to learn five tips to declutter your life and business in the new year.

    I invite you to join me and 50+ other women in Organized Life Academy 2024 to declutter your home and life.

    If you have a coaching business, join me in Organized Coach Academy. The doors are open now. Get 25% off until they close on Tuesday, December 19, 2023.

    We will start 2024 learning how to think like an organized CEO. I will walk you through each step as we create an organized computer, gather and organize our assets, learn new ways to manage our time, tasks, and to-do lists, and document our processes and our next launch.

    This process will impact the future of your business and the mindset shifts will affect all the areas of your life. Are you ready? 

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

     

     

     

    20 min
  • 33 | Unexpected Benefits of Organizing Your Business with Dustie Gimblet and Cynthia Coufal

    ✅ JOIN Organized Coach Academy TODAY! 

    If you have been doing any of the following:

    • keeping all of your processes and organization in your head
  • waiting to be creative until you clear off your desk
  • thinking more about all that you have to do instead of thinking about your clients and what they need
  • staying stuck and overwhelmed because of your ADHD
  • dreaming of one day having a team but not knowing what to do first
  • Then you will LOVE this episode.

    Listen in as Cynthia Coufal and Dustie Gimblet share their struggles, what drew them to want to get organized, their experience inside Organized Coach Academy, and the UNEXPECTED benefits of organizing their businesses. 

    When you learn the skills of organizing, they spill over into all the areas of your life - time management, thinking more organized, more time, confidence, etc.

    ...And that's a magical thing. Let's go!

    The key moments in this episode are:

    04:23 - Cynthia's Motivation to Get Organized

    05:49 - Dustie's Need for Organization
    06:47 - Expectations from Organized Coach Academy
    09:29 - Impactful Concepts
    13:49 - Importance of Systems and Organization
    14:58 - Freedom and Calmness in Organization
    16:36 - Technology and Efficiency
    18:41 - Organization in Business and Life

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    28 min
  • 32 | Sneak peek into three coaching businesses to see how they got organized with Angie Robinson, Danielle Thienel, and Liz Rose

    Register now for the FREE Workshop on 12/07/23

    3 Steps to Organize Your Digital Files To Save Two Hours a Week!

    Doors open on 12/07/23 to Organized Coach Academy

    Hey coach,

    Get a sneak peek into the lives of three life coaches as they share their journey of implementing organization in their businesses. Discover how Angie, Danielle, and Liz transformed their productivity, confidence, and client satisfaction through the Organized Coach Academy.

    If you're feeling overwhelmed and disorganized in your coaching business,

    • struggling to keep track of digital files,
  • failing to schedule daily, weekly, and monthly tasks,
  • getting stuck in overwhelm
  • losing links and wasting time searching for them
  • and more...
  • Then you are not alone! 

    Our guests, Angie Robinson, Danielle Thienel, and Liz Rose will share the truth and how they have implemented organization via the Organized Coach Academy to increase efficiency, confidence, and their ability to serve clients effectively. They've reduced decision fatigue, closed skill and mindset gaps, and freed up mental space to be creative and focus on their clients.

    You can do the same!

    The key moments in this episode are:

    02:30 - Guest Introductions

    05:17 - Guest's Motivation
    14:29 - Importance of Using a Calendar for Organization
    15:57 - Clarifying Priorities and Time Management
    16:57 - Overcoming Skill and Mindset Gaps
    18:49 - The Value of Templates and Group Support
    23:04 - Advice for Getting Organized
    28:02 - The Impact of Organization on Confidence and Coaching
    29:43 - The Impact of Organization on Life
    30:29 - Gratitude for the Organized Coach Academy
    31:06 - Where to Find the Guests

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    34 min
  • 31 | Feeling the Mental Load in Your Business? 6 Areas To Get Organized to Find Relief

    REGISTER TODAY - Free Workshop: 3 Secrets to Organize Your Digital Files To Save Two Hours a Week

    Hey Coach,

    Are you tired of feeling overwhelmed and mentally drained while running your coaching business? Do you want to find a way to increase your efficiency and reduce the "mental load" you're feeling?

    I was intrigued when a client mentioned that they experienced a relief in their "mental load" from implementing the material in the Organized Coach Academy. She noticed that once this mental load was decreased she could focus better. Her decision fatigue was gone. She began to be more efficient and more creative in her business.

    If you want the same, listen to the episode where I unveil six powerful foundations for organizing your coaching business.

    Where you start isn't as important as getting started. Ask yourself, "Which would cause me to feel the most relief?" and choose one of these six areas to start organizing: your mind, computer, assets, time, processes, or your launch. Start there.

    If you panic and can't imagine doing any of this on your own, join my workshop 3 Steps To Organize Your Digital Files to Save Two Hours a Week. I'll show you exactly what to do and you'll leave with a plan to organize your digital files. This has helped so many people! 

    The key moments in this episode are:

    02:12 - Relief from the Mental Load

    02:25 - Liz's testimony
    04:00 - Six Organized Foundations for Your Coaching Business
    04:22 - Organizing Your Mind
    06:15 - Organizing Your Computer
    08:50 - Organizing Your Assets
    10:54 - Organizing Your Time
    12:20 - Organizing Your Processes
    13:20 - Organizing Your Launch
    15:32 - THE Question to Ask Yourself

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

    19 min
  • 30 | How to Organize Your Canva Account with Deena Rutter

    Does this sound familiar? You open your Canva and you immediately feel overwhelmed and frustrated.

    You've been trying to implement an organizing tip here and there, but this ineffective action only leads to more chaos and a lack of organization. The pain of searching through endless design files and feeling scattered in your workflow is all too real.

    If you are looking for a solution that will help you achieve streamlined organization and save you valuable time, look no further! Join us as our guest, Deena Rutter, shares her expert tips and tricks for organizing your Canva account, allowing you to find what you need quickly for hassle-free design work time. She also shows us how to set up a brand kit and organize our sidebar.

    Deena Rutter is the go-to graphic designer for life coaches. Her design business began back in 1999 with paper and fabric, but after becoming a certified life coach, her business evolved to creating logos and comprehensive branding packages tailored specifically for life coaches. She's passionate about helping coaches simplify their brand design so they can get back to doing what they love…coaching.

    Together we'll say goodbye to overwhelm and chaos and hello to a well-structured and organized Canva account that will transform your design process. Let's go!

    The key moments in this episode are:

    02:25 - How to Organize Canva Account

    07:09 - Creating a New Design
    09:43 - Sharing and Collaborating
    13:42 - Organizing Canva Folders
    18:10 - Setting Up a Brand Folder
    23:28 - Overcoming Design Stuckness

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

     

    29 min
  • 29 | Home Disorganized? 5 Essential Routines to Make Your Home More Organized

    Are you tired of coming home to a disorganized mess? In this episode of The Organized Coach podcast, I reveal five essential routines that will transform your home into an organized oasis.

    If you're feeling overwhelmed and frustrated by the constant clutter and disorganization in your home, resulting in wasted time searching for misplaced items and a lack of productivity, then you are not alone!

    Despite your efforts to create routines and systems, you may find that your current strategies aren't working as planned. Instead of achieving the organized and efficient living space you desire, you may be experiencing a never-ending cycle of chaos and stress. HELP!

    Don't worry, there are solutions to help you overcome these challenges and create effective home routines. Start with one of these 5 essential routines.

    Let me help you create the home you LOVE coming home! Join us in Organized Life Academy 2024.

    The key moments in this episode are:

    The key moments in this episode are:

    02:37 - Declutter Routine
    06:51 - Planning Routine
    08:19 - Tidy Routine
    09:58 - Maintenance Routine
    15:14 - Creating Efficient and Organized Routines
    16:48 - How Tracy can Help you get Organized
    17:47 - Testimonial from Cheryl, OLA Student

     

    Click here for the full transcript, notes, links, and more.

    Ready to organize your business and your digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

     

    21 min

About The Organized Coach - Productivity, Business Systems, Time Management, ADHD, Routines, Life Coach, Entrepreneur

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