The Secret To Helping More Clients Without Adding More Hours

Hello and welcome to the YouCan podcast. I'm your host Sarah Jolly-Jarvis and today we're going to be talking around how you can provide high value client support without overloading your schedule, how you can serve more clients without adding more hours to your day, to your work day to fit those clients in.
So you've got that traditional mindset of we often believe that direct, the face-to-face time is the most valuable, you know, getting access to that person and that's where that value is for those clients. And to a point, I 100% agree with you.
I was talking to a client recently and she said she'd signed up for somebody else's program and she'd gone from having that opportunity to speak to that individual

to having no access to her and she felt rather cheated by that and I totally understand that we're not talking around taking any contact with you away but what if I was to tell you that you can actually provide more value and help more people and work smarter or freeing up your time all whilst actually providing those individuals with the support they actually need and the value that they expect. Tailored advice is super important.
It enables you to take that theory or the process that you're learning or the information that you're taking on board or looking at someone's perspective and it enables you to take that information and relate it to your individual scenario and feel confident implementing it and that's where a lot of the time this tailored sort of advice comes in is actually providing you with the confidence that this will work with me this reply applies to me and this is how to apply it to my situation but for example every client that struggles with lead generation that comes to me they need to refine their marketing strategy their target audience and their growth tactics

okay that's the foundational work it's the same for everyone it doesn't matter if they're coming

to me as a coach or consultant or expert it doesn't matter to me if they're coming to me as a producer of something if they're not getting enough leads then those to be looked at. Okay.
It just needs to be applied uniquely to that individual, but the principles are still the same. So as an efficiency, if I was to teach every single one of those from scratch, every time, it would take three to four hours per client, but there is a smarter way.
Okay. So before a session with me, clients complete structured training modules on the marketing, the target audience and the audience growth.
Okay. The benefit to the client of that is that they learn at their own pace that you can't, you can't rewind me.
You know, I do do recordings of the calls, but they're not going through slides. They're not going through visuals.
They are very basic because I'm talking to that individual. So they're able to learn at their own pace in their own time.
You know, we are busy individuals. Some of us work well by sitting down and working through something all in one go.
Others of us feel overwhelmed with that. And so it's better to break it up.
And so they might do sort of 15, 20 minutes at a time. They're able to revisit that material at any time.
They're able to do that material at any time. Whether they're snatching time or whether they work better in bitty times or whether they're going to block out a whole session.
You know, some of us, I work really, really well at night. Okay.
So if I was to be using my optimal time, it would be evening when everybody else is winding down, everyone else is going to bed and I am working and I can really then bosh things out. I can really focus on stuff.
Now, if I was working with somebody who actually they're a morning person, we're never going to match up. And so, you know, it enables that individual to do it in their own time at the time that works for them.
Okay. They're able to come to sessions prepared with information.
So rather than me putting them on the spot, for example, with, you know, ideal client that comes up a lot. Everyone's always like, yeah, I've done an ideal client.
I've had one client in the whole time that I've been working with businesses who has actually had all that information to hand right there and then. And we've been able to move on from ideal client because they've already got those foundations there.
I've been able to take on that information, but it has not been an exploratory process for them because they've already had it there. Everybody else, there is something that they can learn from the exercise alone.
And so by getting them to tune in with that and then provide me with the information, we are able to make better decisions. The information is more focused.
We're able to make informed decisions based on that. If there is anything that they need to go away and think about, I'm not having to put them on the spot in that session in order to move the session forwards because they can go away and they can work on this and come to the session ready.
And so there isn't any time wasted. There isn't any guesses made because we don't have the information there and then.
But from a time point of view we need to to keep moving on and so it's a much more rounded um resource of information bank of information that we are then able to draw from so that is a much smarter way of working the time they have got with me one-to-one to get that tailored advice i'm actually giving them tailored advice specific to their scenario it's time efficient it's to the point. And they're not getting that watered down with overwhelming other questions, other bits of information that we need to get.
You know, you've all been in those meetings where at the end of it, you just feel like, oh my gosh, I feel like I've run a marathon. And so because you've had to do so much mental work in there.
So that's the benefits of the client. But what about for you as the expert? Well, it can save you three to four hours per client.
Yeah, just in that initial setup alone, that's what it saves me. It allows you to serve more people because you're not having to provide that information.
It also obviously enables your business to scale because you can take on more people within that time. So you've got more of more those time efficiencies and it also enables you to have continuity and quality control over the information

that you're providing you know if you speak to me at the beginning of the day really early

my sort of explanation of stuff might not be as good as as if you spoke to me in the evening

whereas you've got consistency there with the information that you're imparting as well

if anybody's got any questions if things you know keep cropping up that show that the

Thank you. as if you spoke to me in the evening.
Whereas you've got consistency there with the information that you're imparting as well. If anybody's got any questions, if things keep cropping up that show that the information isn't as in-depth as it needs to be, it doesn't confirm all the information for them, then you can go away and you can add things to it to make sure that you've bolstered it out.
And so it's not necessarily a create once and never come back to. It is sometimes a working resource, but very quickly you get that resource to a point where, you know, it is good, it is decent, it is creating the outcome that you're looking for.
So I'm going, right, okay, so what you do is you send people off and you have pre-recorded resources, but what does that really look like? And in this part of the podcast, I'm going to break down for you what that looks like, where that looks like for my business what that looks like for a lot of my clients so normally what would happen is you would onboard a client I onboard clients and they are given access to what's my training area within my training area is hours and hours of training now not all that training is going to be relevant to them thank thank goodness. You know, I've got probably over 100 hours worth of training in there now.
So, you know, for some people, they're not going to be starting a podcast. For other people, they're not going to need one pages.
For other people, they're not going to want to go to automation and software straight away. And so, you know, it's really about having those resources there that I've built up over time.
I have never pre-recorded them. No, I haven't.
They have all come from live workshops and trainings that I've done where I have saved those recordings. And so for me, that works very well.
I haven't on some cases re-recorded from those, normally, again, in a live workshop,

to enable the information to come across more clearly, et cetera, et cetera.

But it has all been derived from creating as I go.

So I have never had to sit there and be like, right, I need to create a resource which does this, this, this, and this. And that's what is normally the process for my clients.
so i'll say to them, you know what, let's start looking at taking some of this information and putting it into a course, a resource that stands alone from you where you don't have to keep using your time and trading that time for money. And so I will get them to start recording stuff for clients they've currently got.
And then, or I'll get them to do it if they've got a group, that's really good. I tend to not record and save the recordings where it is just one client.
It tends to be for clients who, and when it's a group, if you don't have a group, then, you know, sometimes it does make sense to rather than have that one individual on there, and it'd be a bit awkward, because you then end up talking more specifically about their business is to do that training as a bit of a standalone but all you do is you think right okay you know what um john my client he needs information on this this and this so i'm going to create those videos and you have that person in mind and actually it is really powerful to have a group of people to or to have an individual in mind when you are creating these resources not so you can make reference to their individual businesses because you don't want to do that but just so you can be clear in your own head over what you need to cover and what you want to say I often when I'm doing these podcasts think about who I am talking to and the type of person who would need that information and what information that they would need and then so you record those resources you can record them on something as simple as zoom obviously there's other platforms available and whichever works for you from there you're then downloading that and then you're uploading it into somewhere which can hold those videos now you can start off with and I'm going to go into this next week with where automation fits in your business. And so do tune in next week for that one.
But I do like people to start off with something very, very basic. And so you are testing that concept.
You are making sure people want it. You're making sure it works before you go and invest in anything.
If you're that little bit further down the line, you've got the clients, you've had the clients through, you know that you're confident that you need this resource. You're already using an email system.
You're already using a CRM. Please tell me I'm using a CRM.
I probably need to do a podcast on that soon. You've also got, what else does it do? So calendar, managing calendars, anything like that.
If you're already doing those sorts of things, you may already be using Go High Level. You may already be using a white labeled version of it there's a lot around um we use go high level it responds um it's it's the answer to so many different things they've now bought out an app it's very much um looking to address the demand for things like school click funnels um active campaign was our email provider thinkific we was where where the platform we used to keep all our trainings on.
And it's really taken that and just put it all under one place. And that is Go High Level software that we use.
The courses are easily accessible. The plus point for me is that it's also very easy to upload.
So when I have done a training, I will go in and I'll just upload it into the training area. I don't even get anyone else to do it because it is so quick that in the time that it would take for me to brief somebody else I might as well have just where it needs to go etc etc category I'm already opening it up to look at the category so it's just putting it straight in so that works really really nicely the dashboard can be customized so when the user end user experience can be customized, so you can have different looks to it, different feels to it.
The entire process can be automated. So I just say that somebody's got access to an offer and that's it.
It sends them an email, granting them access, giving them their details, their login details, et cetera. And so it is very user friendly.
We used to have things where we would use zapier to zap between the different technologies so somebody would sign up they'd then zap it over to think if something went wrong with the zaps which it did one time and all the automate all those zapping automations went down and you know you're then having to look sort of look through and investigate where it went wrong when it went wrong and and manually doing stuff so for us it was a bit of a no-brainer we've got an agency account with them which is quite a bit more sophisticated than the most basic level that you can get with them and we offer sub accounts out we have clients when clients on board with me they get access to an account on go high level for the duration of working with me because that you need that access you want that access to those different resources so that when I say to them you know what you'll need a landing page for this or you'll need a sales page for this or you'll need a checkout they can just go away they can use one of our templates and they can create it so if you are interested in bringing all those things under one roof if you're looking at doing courses if you're thinking yeah you know what putting something digitally um there for my clients would make sense then um please do get in touch we offer sub accounts um and if you email me, Sarah at UCAN.online

with the heading of Go High Level,

then I'm more than happy to give you a two week free trial

to see for yourself how it can work for you and your business.

It really is really good.

It's just getting you to be,

to have everything under one roof

and to really be able to work those leads within that CRM.

The CRM, we used Close.io before, and I really like the Go High Level format of being able to track those leads. I much prefer it to the Close.io.
It is a very good all-in-one solution. It does all sorts because now it does apps and stuff like that.
I haven't gone that far with it yet. It does quizzes, all sorts of things.
But, you know, I'm very happy with the support that I get through it and also the functionality that it has. So the key thing here is if you've already got somewhere to keep the pre-recordings or if you're just starting trying this process, you can even put them into the G drive, a G drive or a Dropbox or whatever else.
So Google drive, and then give people access to that training. The fundamental thing is, is, you know, creating it as you go so that you are not creating something in advance and then trying to sell it.
You are creating it in real time for people who need this resource, for people who need an explanation about ideal client in my case or lead generation or, you know, doing them market marketing analysis. So, you know, you're providing it when there is a demand for it as opposed to creating something and hoping that people will come and that there'll be a demand there.
you also want to be thinking around as you go through and what you're working with clients one of the sort of telltale signs that your business is ripe for this is when you find yourself repeating things on a regular basis even at the end of a client call just jotting down at the bottom of your notes and then reviewing those notes um to say you know what you covered so i've you know i covered this i covered this theory i covered that and getting them to go away and to look at it can free up your time. You are still giving them tailored advice.
You are still guiding them over their particular situation, whatever that might be. And so you're able to work with them with their variables, but you're able to point them in the direction of resources that stand alone and that you don't have to be going through yourself.
Honestly, onboarding alone, it saved me that three to four hours, which is really good. It also gives people a really good onboarding experience for them to be able to go away and start taking action before we get on a call.
So if you're interested in setting up your own system and you haven't got one already, email me sarah at youcan.online and you know if you've got any questions, so if you're wondering you know what do courses work for me, how would this work, I'm more than happy to have a quick chat and point you in the right direction. Okay but the key thing is to think about how you structure your time with clients, how that time is best spent, where you really do add value and where actually when you think about it, is there a more convenient way for them to access that information and access you.
I've got clients who are doing digital resources with drop-in sessions. I've got others who actually it's better to have a kind of WhatsApp chat available to the individual for a particular length of time whilst they're going through the material so they can ask any questions.
So there's no formal time where they're going to meet, but it's just the access. They know that route to being able to tap into that person's knowledge.
By using a pre-recorded training for foundational work, you save time, you deliver more value and you can help more people. It's a win-win.
So that's it for me this week, guys. I hope you have enjoyed this week's podcast.
If you have, then please do like, share everything else to help the podcast get out there and reach more people. Please do review as and when you can and make sure that you are subscribed.
So that's it for me this week, guys. I look forward to speaking to you next week where we're going to be talking a little bit more around automation and when to automate and

when automation is not a good idea. So that's it for me this week, guys.
Have a great rest of your

week. Bye for now.