Can you believe it folks? We are HALFWAY through the year already! 😱

So how are things tracking for you?

How are you doing with the goals you set back at the beginning of the year? Have you accomplished some of them? All of them? None of them?

Or - maybe some of those goals don’t quite fit anymore, because things have changed. No worries. It happens.

And - that’s why this is the perfect time for a little midyear review.

Fall season will be busy - so now is an ideal time to think about getting organized and giving your systems an update. And one of the best ways to do this is by finding the right tools.

Today I’m sharing my favorites with you. After countless hours of research and road testing, these invaluable tools save me time and money, prevent stress, and keep my business humming along beautifully.

You might want to take notes, 😎 because in this episode, you’ll learn …

• The exact tools that I use to run my practice, AND precisely how I use them.
• The tool I use to create a frictionless experience for my clients.
• A free tool that lets you work and collaborate with anybody.
• The one tool that automates 90% of my work around course creation and group coaching (and a cheaper, simpler alternative if you’re not ready for all the bells and whistles).
• My favorite tool for project management (and why it’s not for everybody).
• Why I have one space for working, and another for storing critical files.

And more!

But wait a minute … what if you’re less technical and more old school? What if you’re more analog than digital? 🤔

Fear not, my friend! I’ve got you covered too …

I’m also sharing some of my favorite notebooks, along with the processes that I use to brainstorm, mind map, capture my thoughts, and organize my lists.

Because, as much as I love tech tools, sometimes you really need to write it down.

(#Fact: our brains absorb and retain information differently when we physically put pen to paper).

So, let’s get you organized.

If you’re not quite sure where to start, take a look at my IP 360 Scorecard. This free assessment tool will take about 10 minutes of your time and give you a complete overview of your business, including where you’re winning and where you might need some help.

And if you have any questions at all for me like, ʺhow do I do this?", or ʺwhich tool can help me with that?", hit me up on Facebook, y’all. I’m always happy to help.

Now, for your first task: give this one a listen!

~Wendy
xoxo

P.S. If you're enjoying the podcast as much as I hope you are, could you help me spread the word? Do you have 2 friends or colleagues who could really use a boost of encouragement each week? Please share this episode with them - and thank you!

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MENTIONED:

Episode 83. Cleaning Your Digital House: How to Get Your Office in Order for a Fresh Start in the New Year

Episode 105. Can Astrology Actually Help You Build Your Ideal Practice? A Conversation with Taylor Shuler

Support the Show.

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor

www.WendyPittsReeves.com
Wendy@WendyPittsReeves.com

If you’ve followed me for a while, you’ll know that I talk often about the 7 Pillars of an Ideal Practice©, that is, what it takes to build a thriving, healthy private practice …

Purpose, People, Product, Process, Payment, Promotion, and Perspective.

Well, today I want to talk about the one Pillar that a surprising number of you struggle with: your processes.

That is: the habits, systems and boundaries that you have in place to help your business run more smoothly (and - hopefully - with a little less involvement from you!).

More specifically, we’re talking about the process around your client’s journey. Because guess what? Better processes, better systems, mean better service for your clients AND less stress for you.

You may think your relationship with clients starts the moment they’re ready to hire you - right?

Well, actually …. No.

As it turns out, there are actually 7 stages in the life cycle of your client’s journey. (So many 7’s today! 🤭).

And get this: 2 of those happen before you even MEET.

Today, I’m going to walk you through each stage, and we’ll talk about why you need a system for each one.

We’ll also cover:

• How to take yourself out of the process.
• The stage where you’re most likely to drop the ball (and how to avoid this).
• What it means to deliver “service after the sale”.
• Key steps to keeping your clients engaged.
• The stage that will bring you repeat business.

As one of my favorite coaches used to say this all the time:

Wherever there is stress, there is a lack of habits, systems, or boundaries.

And she was right - so let’s take a look at that.

Where are the stress points in your practice? Where are the balls getting dropped? What’s really annoying you, and where do you find yourself doing the same thing over and over?

Then ask yourself:

• What could be automated?
• What could be turned into a template?
• What could be delegated to somebody else like a VA?
• In fact, what could be eliminated altogether?

(Gasp!! 😲 Just imagine the freedom of never having to do that thing again!).

Friends - my point is this … you will waste less time, spend less energy, make fewer mistakes, miss fewer opportunities, and make more money by better serving your clients when you have systems in place for each and every phase of your relationship with your peeps.

Sound good?
Yeah - I thought so too.

Give it a listen. 🥰

~Wendy
xoxo

While you’re here, can I ask a favor?
If you enjoyed this episode, please share a 5 star review and maybe a few words over on Apple Podcasts? Your support means more than you can imagine. Thank you! 🙏

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MENTIONED:

Episode 10. How To Become a Networking Ninja (Even if You’re an Introvert)
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YOU MAY ALSO LIKE:

Episode 83. Cleaning Your Digital House: How to Get Your Office in Order for a Fresh Start in the New Year

Support the Show.

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor

www.WendyPittsReeves.com
Wendy@WendyPittsReeves.com

If there’s one topic that makes us all break out in hives at the thought of it, it’s marketing. 😵‍

Marketing is such an essential part of any successful practice, but for a LOT of you, I know the concept itself just brings up images of used car salesmen out to run a scam.

Yeah ….yuk!! 😬

BUT - my friends, I want you to think about it this way.

Marketing is just a conversation with those who you can help, about how deeply you understand them, and how you know you can help them.

Today’s guest, Mika Ross is a wildly successful licensed psychotherapist, relationship coach, speaker, and private practice owner who has spent the past 18 years providing live workshops, retreats, and comprehensive online programs.

And she sets an example we can all learn from.

After booking out her one-to-one therapy sessions, Mika realized that she could have far more impact by providing courses and homework-style videos to her clients. She also realized that if she wanted to reach a wider audience, she was going to have to up her marketing game.

But instead of following a generic route, she embraced a more authentic, genuine, and not-so-perfect style of putting herself out there.

I’m not trying to be perfect; I'm just trying to be…me! — Mika Ross

Mika discovered that her own experience with unhealthy belief patterns was actually one of her superpowers. So in this episode, we had a really interesting conversation about how much of yourself to share in your marketing.

In particular, we talked about the difference between sharing from the place of a scar, versus sharing from the place of a wound.

(This was SO enlightening! I really think you’ll love it.)

You’ll also hear:

• Why people need to see themselves in your marketing.
• Why your marketing doesn’t have to be perfect (and why, in fact, it can have more impact when it’s not).
• Mika's genius shortcut to building trust with her patients.
• Why being effective is more important than being consistent.

Here’s the thing, people are overwhelmed.

If they knew what to do, they would do it already.

So make it simple for them.

Let them know who you are. Tell them how you can help them. And tell them how to find you. It's really that simple.

And be yourself while you’re doing that.

Because everyone’s Ideal Practice(c) is different, and what resonates with your ideal patients will be completely different from what resonates with someone else’s.
As Mika says:

The people I am a good fit for figure that out way before they sit down on my couch.

And THAT is the power of showing up as yourself.

Give it a listen!

~Wendy
xoxo

P.S. If you enjoy this episode, would you mind giving it a quick review on your podcast app???? 🙏💞

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TODAY’S GUEST: MIKA ROSS

Mika Ross is a licensed therapist, relationship coach, speaker, and mom to 3 who has dragged thousands of couples and individuals into better relationships, communication, and well being through he

Support the Show.

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor

www.WendyPittsReeves.com
Wendy@WendyPittsReeves.com