15 Lessons from More Than 15 Launches

There are so many ways to launch a product or service online from doing a small promotion to a big production. I’ve done all kinds of launches and want to share 15 big lessons that I’ve learned along the way

There are so many ways to launch a product or service online from doing a small promotion to a big production. I’ve done all kinds of launches and want to share 15 big lessons that I’ve learned along the way:

1 – It never goes as planned

Nope, never. Planning is essential so that you know what actions to take and in which direction to march, but you better be ready for sh*t to hit the fan.

You might think that your sales page sucks but your opt-in offer is solid but you could be completely wrong! The bonus you think won’t work might be the most popular thing you’ve ever created. You never know until you put it out there.

2 – You always want to do more than you can

When planning a launch it’s fun to dream big. I’m going to create a graphic for this and a video for that and a custom workbook and Facebook ads and, and, and….

You probably can’t do everything. Make a list of the essential elements and a list of the dream elements and do the best you can. You can always add more next time!

3 – It’s important to set goals

I’m all about tiered goals as I talk about in this blog post: How to Find Your Goldilocks Goal (comes with a free goal setting worksheet)

What are tiered goals? Well, I have a “keep the lights on goal”, a “goldilocks goal” and a “unicorn goal”. (I explain what each of these are in the blog post above).

4 – Buuuut i’s more important to be unattached to your goals

Say whaaa? Unattached to my goals? What’s the point?

Goals exist to give you clarity, much like a plan. Unfortunately, many of us get so attached to what we WANT to happen that we become completely crushed when it doesn’t go that way. (See point number one!)

How do you unattach yourself from your goals? I’ll show you in #15 🙂

5 – Launching is crazymaking

This is obvious to anyone who’s done it and I feel obliged to warn anyone who hasn’t yet!

Creating something and then putting it out into the world and asking other people to spend their hard earned cash to buy it is scary.

You can ease this craziness by not getting yourself in over your head. Launch small before you go big. Beta test your offer before you get a sales page created. Make damn sure that people want that thing before you invest in selling it to anyone.

6 – You’ll get better the more you do it

Like anything, right?! Last year I forced myself to do a mini launch almost every single month so that I could get used to it. This is exposure therapy at it’s finest and something I recommend for newer entrepreneurs.

7 – Scarcity matters…a lot. So do bonuses.

Human beings wait until the last minute to do ANYTHING. You do know that, right? So why do you think that you can “soft launch” your new service and then magically have clients coming to you? It doesn’t work like that.

80% of your sales will happen just before the cart closes, the bonus ends, the price goes up. EIGHTY PERCENT!!!

You’ve got to have a reason for people to buy now. Limited time, limited bonus, limited number, limited price. It’s up to you, but it’s gotta be there if you want customers.

8 – You need to be your biggest cheerleader

There’s a lot of B.S. online about how “easy” it is to launch an e-course and make millions.

Not in my experience.

You can’t half-ass an email sequence that’s completely impersonal and expect peopel to buy.

You’ve got to craft emails that feel like personal letters from friends, tell stories that make people root for you, consistently deliver value that makes people think, “how did she know I needed this?!”

9 – You have to repeat yourself 100x

What do you say in a sales email sequence without shoving your offer down people’s throats?

Essentially the same thing over and over again… but without people being able to tell.

You have to be in love with your topic so much that you WANT to talk about it all day because if you don’t, you cannot possibly make anyone else want to listen to you all day.

It’s all about stories, vulnerability, possibilities, truth.

Oh, and you’ve gotta tell people when those bonuses are expiring…because that’s when they’ll buy 😉

10 – Good customer service is magical

OMG it amazes me how many people just want to get a personal response. (Probably because I NEVER email other business’ customer service? Maybe I’m weird?)

But it’s true.  So many people just want to talk to a human being, share their questions, get validation, and then they are ready to buy.

This means that you need to prepare for customer service in advance. Who will be answering emails? What dates and times will be the most crucial? What will be your answers to the common questions?

11 – Everyone is wondering “But is it for ME?”

This is the essence of every customer service question. People want VALIDATION.

It helps to decide in advance who is / isn’t a good fit and make a list of qualities so that you can honestly answer people’s questions.

12 – Tech glitches.

They happen. If you whine about it, you’re unprepared. Have a plan B (and C) and a good sense of humor because… why not?!

13 – Never, ever, ever launch to a cold audience

No one wants to hear about your brand new service if they can’t remember who you are or how they got on your list.

I’ve found that it’s best to warm up your audience about a topic at least 4 weeks before launching, but more is better of course! One reason we get high conversion rates at The Rule Breaker’s Club is because we’ve sent out weekly newsletters for more than 3 years with valuable content.

14 – You need support

It’s ok if you’re doing your first launch solo but you’re definitely going to want to hire at least a VA as soon as you can. There are so many moving parts to a launch and you will kill yourself trying to manage all of them.

15 – Prepare for the worst

Maybe a weird tip for the end? But for serious, my friend, prepare for the worst.

I can’t stand seeing business owners investing their life’s savings into launching an offer and being crushed when no one buys it. I know you’ve got optimism coming out of your pores so here’s how to balance that: Prepare for the worst.

What if your launch doesn’t go well?

What if no one buys?

What will you do then?

What’s the worst case scenario?

Making a plan for this will help you with tip #4 (stay unattached to your goals) because you won’t be betting your life’s worth. This is truly the best and most important tip that I can give you about launching. If you plan for the worst, you’ll wind up implementing all of the other tips by default because you’ll have your head on straight.

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What You Need in Place to Launch an Online Course

In this post I’m giving you my take on when to know if you’re ready to launch an online course (and what to do instead if you’re not).

Hello friend!

I feel like there’s a lot of buzz around the online business world about launching online courses, membership sites, and other scalable, many-to-one type of products.

This isn’t anything new. I’ve talked about this topic before here and here.

I also realize that here at The Rule Breaker’s Club I offer programs to help with both booking out a service based business as well as launching and selling online programs.

So you might be confused…

Should I offer a high end signature service or launch an online program?

What about group services?

In today’s post I’m giving you my take on when to know if you’re ready to launch an online course (and what to do instead if you’re not).


The point I’m making in the video is that you need all these things in place to launch a program. If you’re missing any one of them, you’re not going to see the results you desire.

I’ve got a whole arsenal of free blog posts that dive into the specifics of launching here:

See behind the scenes of my first Yay for Clients Launch (including all the key numbers!)

For writing launch emails, you’ll want to Steal My Email Launch Sequence

Want a launch map that tells you what to do? Here’s the 3-Part Launch Strategy that Works Every Time

Avoid a crash and burn launch! These are the 5 Biggest Launch Mistakes

These are the 8 Steps to Launch Your First Course

And when it comes to writing copy, you know I’ve got you covered! This is the Ultimate Copywriting Checklist for Your Next Launch.

That is some SERIOUS content about launching that you definitely don’t want to miss. Take a few minutes to read the post linked above that speaks the most to what you need right now.



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Earning a Full Time Income From Your Business With Denise Duffield Thomas

Hey rule breaker!

I’ve got a little surprise for you today that’s a bit different from my usual blog post.

*So exciting*

In today’s video I’m interviewing Denise Duffield Thomas from LuckyBitch.com. And I’m asking her YOUR burning questions about women, money, and making a full time income from your business.


Haven’t heard of Denise? You’re in for a treat!

Denise is a money mindset mentor for women entrepreneurs. Essentially she helps you to uncover, declutter, and overcome the sneaky mindset programming that’s keeping you stuck so that you can have an outrageously successful life and business.

Denise is the ONLY entrepreneur who I have been following for the past five years (yes, five!) Her book, Get Rich, Lucky Bitch! is in the running to be my favorite business book of all time and is the only book that I’ve read more than once (I’ve read it nearly 5 times).

It is truly a full circle moment for me to be able to share this chat with you. In the interview we talk about:

  • What Denise’s business was like when she was struggling to make consistent money (and why she didn’t give up)
  • Why working with women is so important — now more than ever — and what that means for you as a business owner
  • Whether or not you can have it all. What would that even look like?
  • The one metric Denise says that you must track in your business (I’ve already started and it’s super powerful!)
  • How to know if you have limiting beliefs around money


And in case you hadn’t heard…

Denise has just released a new Money Mindset Workshop…and it’s free.

You can now watch both of the videos instantly (they will expire soon so you won’t want to wait).


And there’s another big surprise: Denise is hosting a LIVE webinar on 5 Strategies to Upgrade Your Money Mindset

I know, right? It’s almost too many fun things to do. But here’s the thing. These free trainings from Denise are only available for a super limited time so if you plan on watching them, you best do it now.


Register for the webinar here! (affiliate link)

And of course! Here are the links that we discussed in the video:

The book, Get Rich, Lucky Bitch! that catalyzed my personal money mindset transformation ==> Get a free chapter here

Denise’s blog (where she posts every single week) is here.

Hope you enjoy this special video 🙂


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How to stop procrastinating writing copy once and for all

You are not the only person who hates writing. You’re not the only person who gets writer’s block. You’re not the only person who struggles to know what to say.

I don’t know if I can emphasize enough the fact that I’m LAZY.

I need you to know that I don’t love getting work done. In fact, the only reason I’m getting work done is because I am rewarding myself after this!

You are not the only person who hates writing. You’re not the only person who gets writer’s block. You’re not the only person who struggles to know what to say.

The difference between you and me is that I have a magical set of tools to help me overcome this dread and horror and GET IT DONE.

I’m going to talk to you about how to stop procrastinating when it comes to writing copy because this seems to be the WORST thing for people to do.


So first…

1. Break down your process

  • I talk a lot about the writing process and for good reason – the ONLY reason you will ever get writer’s block or procrastinate is because you don’t have a process. Everything else I’m going to teach you in this video / post is a part of the process
  • The ONLY reason you are procrastinating is because you don’t have a solid process.
  • Whenever you’re overwhelmed I want you to think of this motto “Take one small step!”
  • Are you trying to be brilliant off the top of your head? Get away from your computer, do a free write, refer back to your templates. What is the smallest thing you can do right now?

2. Engage with the topic

The problem is trying to sit down and have ideas about a topic that you haven’t been marinating in. If you’ve been doing all these things that are not creative, you’re not going to be in the right space to then jump into creativity. Try:

  • Connect with the topic to get in the zone
  • Watch a youtube video about the topic
  • Google the topic
  • Open one of your favorite books that talks about the topic

3. Set a timer

  • The temptation to take an early lunch break and watch Netflix is real (I’m currently using the “timer” method to write + film this post before I eat lunch and catch up on Scandal.
  • If you have a small piece of writing you need to do (take one small step) then give yourself 20 minutes to do so and then let yourself do something that you want to do instead ie a reward.
  • Gamification like this is a great method for creating behavior change. It’s why I walk more when I wear my FitBit (gotta hit those 10,000 steps) and why we all love checking things off of our to-do list.
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4 Shortcuts for Coming Up with Great Copy on the Spot

Great tricks for coming up with great copy that your audience will love!

This morning I wrote an email in a marketing sequence for a big promotion we have coming up and I referred back to an email sequence I sent last month to see how I had structured the previous email.

You want to give yourself some writing prompts to spark your creativity and I’m going to show you how to come up with writing prompts that are customized for your business, your voice, and your audience.

Why do you want this custom language?

Well my friend, you want to use the exact language that your audience is using in all of your marketing and whenever you talk about what you do because that is what they will resonate with!

#1 – Read your target clients’ minds

I wrote an entire blog post about this that you should check out here: http://www.rulebreakersclub.com/read-minds

#2 – Keep a running list of the following:

  • Questions asked
  • Frustrations expressed
  • Desires expressed

You’ll find this language in your reader’s emails, blog comments, social media comments, on client calls, in surveys, etc.

Example: After running the last round of Yay for Clients, I sent a feedback survey. Then, I combed through the survey and organized the feedback into “questions, frustrations, and desires” so that I have language for future marketing as well as ideas for improving the program.

#3 – Repurpose your own content

I often get asked if I re-write entire email sequences each time that I launch a program. The answer is HELL TO THE NO!

Even if you are writing a completely new email sequence for an entirely different service or product, you should have a template for creating email sequences.

When I write launch email sequences I always refer to my formula in The Launch Copy Kit or look back on past emails that I’ve written (though usually I do both!)

#4 – Whenever you’re “stuck” writing something, refer back to this language!

Writer’s block = a shitty writing process

If you have writer’s block it means that somewhere along the line you skipped a step and are trying to be witty, creative, brilliant off the top of your head.

I don’t know about you, but I’m terrible at being brilliant off the top of my head. It’s certainly not a sustainable business strategy, either!

Wouldn’t it be nice to have a place to keep all of this language? I’ve created a Google Doc template for you to copy and save for your business!


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My 6 Go-To Rules for Writing Web Copy

I’m unleashing my inner linguistics nerd in this blog post and dishing some of my personal copywriting secrets. Honestly - these 6 tricks I’m about to teach you will REVOLUTIONIZE all of your writing whether you have to write email, social media captions / posts, sales copy, blog posts, about page, etc.

Hot diggity dog! I’m unleashing my inner linguistics nerd in this blog post and dishing some of my personal copywriting secrets.

Our theme right now is writing website copy and as such I thought this would be a good chance to share with you 6 rules that I have for writing copy on the web.

You can (and should) follow these rules when you write any kind of copy for your business whether it’s your about page, services page, email sequence, opt-in copy, Facebook ads, etc…

Honestly – these 6 tricks I’m about to teach you will REVOLUTIONIZE all of your writing. If you’ve ever wondered, “How does Courtney consistently come up with great language?” THIS blog is the answer to your question. It’s not magic! It just takes a little practice.

Psst! It might have to go without saying that seeing as this is the Rule Breaker’s Club every once in awhile it’s AOK to break each and every one of these “rules” 😛

Click “play” to learn my 6 favorite copywriting rules!

I want to give you a quick recap of what I talked about in the video, but before I do that make sure to grab the “Before You Click Publish Checklist”!

You should use this checklist every time you write something. Don’t be afraid to print it out and pin it to your bulletin board (or tape it on the wall next to your desk).

RULE #1 – Write to one person

If you’ve been through The Rainbow of Sales training, you can think of one of your muses! trying to talk to too many people at once means you’re not talking to anyone in particular.

RULE #2 – Use the “girlfriend” filter

Feel like your writing is bland, boring, and academic?

Picture that you’re sitting down for a glass of wine with one of your best friends (or maybe your muse) and ask yourself would you say it this way when you were talking to them!?

RULE #3 – Get rid of weak verbs

Go to one of your past blog posts, emails or something of that nature and circle every time that you have any of the following:

  • A word ending in -ing
  • The words “is”, “am”, “are”, “being”, “was”, “were” or any other form of the verb “to be”.
  • For you grammar nerds out there, I realize that these aren’t all instances of passive voice, but I think the best rule of thumb is to (a) find more specific verbs and (b) put them in the active voice so that the subject of the sentence is doing the action (i.e. “He hit me” is active but “I was hit by him” is passive)

RULE #4 – Stick to short paragraphs

People have a short attention span online and you will be hard pressed to find me write a paragraph that has more than 3 sentences.

RULE #5 – Format for scannability

Use more…

  • Headlines + subheadlines
  • Bullet points
  • Bold key words
  • Use all of these things sparingly or they lose their effect – when you do too much of it then it loses the effect altogether.

Psst! I’m using all of these elements in this blog post as well. Have you noticed?!

RULE #6 – Spend words like your own money

It’s great to braindump or freewrite, but if you tend to be wordy and repetitive you probably need to reduce your writing by 50%. Don’t fight with me on this one.

Over-wordiness is a sign that you haven’t (a) edited properly or (b) put yourself in your reader’s shoes.

Tell me in the comments below! What is the one rule you’re going to implement now?

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The 3 Things You Want People to Do When They Land on Your Website

Hey rule breaker!

In last week’s post I taught you my system for getting your first 500 subscribers without a website.

Well, today, we’re finally going to talk about your website! And sucking people into your universe! And turning them into raving fans!

This is going to be fun 😀

I’ve also created a worksheet for you to use to implement this week’s video called 10 Ways to Suck ‘Em Into Your Universe. Grab it now before you watch the video!

When you’re ready, click play on today’s video to find out how to set up your website to turn strangers into clients:


The very first thing that must happen when a new person lands on your website is that they need to understand who you are, what your business does, and how they can work with you.

It is important that they understand your business model and that you are a business! You don’t want people to be under the impression that everything you have is for free. When you position yourself as a business that is selling things, it makes people happier to consume your free content.

The second reason you want to make sure they get it up front is because if they don’t, they’re going to quickly click away from your site. Once they click away, they’ll forget you in two seconds and all the work you did to get them there in the first place will be lost.

Here’s a couple of tips to help people immediately get what you do when they land on your site:

  • Have a solid tagline:  If it’s not clear by your business name by what you do, you need to make sure there’s a tagline right at the top that tells people what you do. Don’t make this clever and cute but rather clear what they can expect from your business.
  • Have simple, clear navigation: This will let people click around your site and learn more about your business. You want to have an about page and a work with me page that let’s people know the various ways they can hire you.


Have you ever landed on a new website and you were compelled to read everything you can find? This is the goal for every reader that lands on their website.

When you get people telling you that they landed on your website and lost two hours of their life plus they’re buying everything you have to offer, that’s truly the dream!

The first tip is to make sure that your blog content is super compelling and easy to find. While my website isn’t perfect, I do put the blog content front and center on the site. You can see right up front what I want you to read and there’s recommended posts at the bottom of every post to help you decide what to read next.

The second tip is to add compelling calls to action on your about page that help them know where to get started. Give people some topics that they can read about on your blog. Give them an opportunity to opt in to your compelling offer!


If you have one big, main opt in offer, you want to draw their attention to that offer all over your site. This should be pimped out on your homepage, your about page, your social media – basically wherever you can!

The other thing you can do is to create content upgrades for each piece of content that is specific to what you’re talking about there.

For this post, I’ve put together a worksheet for the 10 Things You Can Do To Your Website Right Now In Order To Suck People Into Your Universe. I’ll go into some strategies I didn’t discuss in this post that are pretty easy to implement and make a big difference on getting people nurtured and falling in love with your business.

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Get Your First 500 Subscribers (You Don’t Even Need a Website!)

In the last few blogs, I’ve mentioned that I’m not a big fan of people starting a website or taking their business online until they’ve built a solid foundation for the service they want to deliver.

For example, in a recent video I talked about the 3 things you need in place to start a business in a week and the things you DON’T need to have in place.

Today I want to focus on how to actually take your business online!

In fact, we’re going to focus on how to get your first 500 email subscribers, without even having a website.

The website is the least important thing in this entire equation (and is often a huge distraction) so we’re going to do all these steps without it.

Want to learn how to get your first 500 email subscribers without a website? Click play:

#1 Create a compelling opt in offer

This is an important feature to building your online audience.

Many businesses have multiple opt in offers to entice people to sign up for their mailing list. You’ll notice that I have an opt in offer for almost every post – including this post!

The opt in offer is so important because it’s the entry point to your funnel and will affect every other step in this process.

You want this to show people exactly what you do and help them take the first step towards what you’d help them do when they’re working with you.

It should be uber specific to your signature service and give them a taste of how you can solve the problem they’re struggling with.

I’ve created a tool to help you create just the right opt-in for your audience which you can grab here:

Here are a few types of opt-ins you can create that are working right now:

  • Diagnostic tool – quiz, questionaire, a form they fill out that will tell them where they are right now. This helps them get clear on the actual problem they have and where they are at right now. When they are clear about that they can see the gap between where they are now and where they want to be.
  • Take action – Create something that will prompt them to take specific action and get immediate results.
  • Basic training – If you do something a little more complex, start with an essential part of the process that will get them ready for the rest of your content and services.

#2 Capture leads for your offer

Once you have an opt in offer, it’s time to create a landing page where people can sign up to receive it! This is where we’re replacing a website, for now, to get people on your mailing list.

I love, use, and recommend Leadpages for building your landing pages to capture leads. This is something I recommend using and it’s a lot cheaper, faster than a website.

This is where you’ll send people to get your opt in offer whether it’s on social media, at a networking event, or to your friends, you’ll have a URL to give them.

#3 Deliver the offer

Once you’ve created the compelling offer and captured the leads who want it, you’ll need a way to deliver it. To do this, you’ll need an email marketing system like Convert Kit, MailChimp, Infusionsoft, Active Campaign, etc.

Pick one to use to deliver the offer and create a follow up sequence to nurture your readers.

You can also use this email system to send out your content if you don’t have a website! You can send a video you post on Youtube or the content you’d put in a blog – without a website!

#4 Find people

Pick one social media platform to create an audience with it.

If you already have a blog and website, use Pinterest! There is nothing like Pinterest for getting blog traffic so use it. I highly recommend Melyssa Griffin’s program, Pinfinite Growth (affiliate link) if you’re interested in learning more about how to use Pinterest.

If you don’t have a website yet, focus on something like Instagram. It’s one of the best places to go to create an audience using hashtags, challenges, and opt in offers.

What about Facebook? This works best if you’re going to start a free Facebook group to grow your audience or if you’re planning to run Facebook ads.

But don’t forget it all starts with a super strong opt in! Without that opt-in, none of the system will work.

Grab your copy of Create the Perfect Opt In here:

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The Tools You Need to Manage a Client Based Business

If you are starting, running, or growing a client service based business, today’s video is for you.

I have put together a list of all the tools you need to run your business. I’m going to run through the overview of the types of tools you’ll need to run your business.

On top of that, I’ve created a sample client folder in Google Drive to show you exactly how I recommend using Google Drive to organize your client docs.

Of course, there are tons of great client management tools out there. Let’s start by breaking down the categories of tools that you’ll need to serve your clients.

I asked some of my favorite service-based entrepreneurs to share their favorite client management tools. Here’s what they told me:

“My favorite tool for managing my clients is Kajabi. I have a store at Vlog Boss University and what I love about it for my clients is that I can add them and give them access to all my products as well as exclusive content so they have more information they can work on between our coaching calls. The experience customer service-wise is so much more incredible because of that resource.”

#1 You need a Payment Gateway

Perhaps the most exciting part, getting paid! You need some way to send out invoices and receiving payment from your clients.

Some easy tools to use for accepting payment are things like PayPal and Freshbooks.

You can use more sophisticated tools as you grow but keep it simple when you’re first getting started.

#2 You need to Send out forms

You’ll need to send out forms, surveys, questionnaires as you serve your clients. I use these to do the following:

  • Gather info from potential clients before we get on a sales call
  • Gather info about new clients before starting the service
  • Gather info after the service to see how you can improve + get a testimonial

I like to use Google Forms or TypeForm to send out any sort of fillable form to my clients. I use Google Docs for just about everything I can in my business so it makes sense to keep them all in one place.

#3 You need to Organize + keep track of client docs

The third thing that you’ll also need is a place to keep track of all of your client docs.

I recommend keeping things off of your computer and store them in the cloud so again, I’m a huge fan of Google Drive / Google Docs for this.

Copywriter win: Google Docs allows me to work on a document at the same time as my clients which makes co-editing SUPER easy!

I also use Google Folders to organize all of the information for an individual client. This allows me keep all of the docs for that client, call notes, etc are in one place.

In fact, today’s post comes with a sample client folder that I’ve created for you so that you can see a hard copy of how I manage clients using Google Drive:


#4 You need a Project management system

Finally, you’ll need a system to manage your client flow. I personally use Asana (it’s free) to organize all of the projects in my business so clients go in there as well.

Whether you love Asana or would prefer something like Trello (which is more visual), be sure to check out today’s download with all the tools so you can see what your options are when it comes to project management and all the other tools we’ve discussed today.

Recommended resource for Trello: Abagail and Emylee, the powerhouse duo at Think Creative Collective, have an awesome blog post you should check out on how to Organize Your Business and Life with Trello. I’ve also heard a tremendous amount of positive feedback about their Trello course.

Recommended resource for Asana: I’ve personally used Natasha Vorompova’s Asana for Small Business Guide for becoming an Asana master. She shares some seriously powerful tutorials and tips!

Other project management tools that I’ve heard are excellent for managing clients include 17 Hats and Dubsado. These are both great all-in-one solutions for doing everything from sending contracts, questionnaires, invoices, and to-do lists!


 Vlog Boss Amy Schmittaur of Sexy, Savvy, Social shares here favorite client management tool: 

“My favorite tool for managing my clients is Kajabi. I have a store at Vlog Boss University and what I love about it for my clients is that I can add them and give them access to all my products as well as exclusive content so they have more information they can work on between our coaching calls. The experience customer service-wise is so much more incredible because of that resource.”

P.S. Amy is INCREDIBLE at video and YouTube – grab her book, Vlog Like A Boss. I’m reading it right now. Also, if you’re not doing video yet, you must.

Brand and social media strategist for Wedding Professionals at The Wedding Concierge, Ginny Krauss shares her favorite client management tool:

Currently, I am la-la-loving Asana! I recently migrated from Trello over to Asana and it has truly been a game changer in my business and productivity. Using Asana has allowed me to effectively work with my teams a lot faster and efficiently, break down big goals into smaller action steps, and create a blog workflow board that has rocked my socks! Plus, the more productive you are, the more flying unicorns fly across your screen.


Maggie Patterson and Brittany Becher from Scoop Industries share their favorite client management tool:


Basecamp FTW. It’s super easy to keep all of our clients in there with their own projects. It’s no frills so clients don’t need to spend a ton of time learning it. I also love the feature that allows you to make items internal only so that you can manage internal parts of the project that your client doesn’t really care about or need to see.

#5 You need Contracts

Last but certainly not least! One of the important tools I didn’t mention in the video is that you need a system for sending contracts to your clients. In the past, I have used Adobe Sign and HelloSign. You can also use one of the all-in-one services like 17 Hats or Dubsado.


My own amazing business manager, Tressa Beheim, recommends HelloSign for new entrepreneurs.
“Getting a contract signed every time with every client can be a huge stumbling block for service providers so one of the first tools I recommend to my own clients is HelloSign. Its so easy to get started and use that it removes a major excuse for not getting contracts out and signed that protect both you and your clients!” 




Don’t forget to grab the sample Google Folder I created for you so that you can see an example of how a client management system works:

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Do less work, charge more money, have happier clients?

Today I want to talk to you today about something pretty exciting! We’re going to talk about how you can do less, charge more, and actually have happier clients?

So what’s the secret?

Do things one time and leverage that work indefinitely.

When I work with entrepreneurs to build new signature services, the biggest mistake I see them making is that they are spending way too much time doing the same thing over and over again delivering that signature service.

Do you find yourself doing any of the following?

  • Sending the same form over and over
  • Writing the same content in an email
  • Doing a training on a specific topic
  • Spending a session training them how to do one thing

Well, these are all things you need to stop doing!

#1 Create a Leveraged Training

First, I want you to create a leveraged training for your clients for the topics that they need to know to get started.

Turn this into an audio or a recorded training that they can consume before they get to their one on one time. The whole point of your one on one time is to customize the material they need – not to talk about the same topic in the same way over and over again.

I did this with my recently retired service, Sales Page CPR. I found that I was constantly covering the same items over and over again that I had already packaged in my Sales Page Kit. So, I doubled the price of Sales Page CPR and included the Sales Page Kit as pre-work for the session. It was a win-win for because the client could get the training they needed but get more out of their one on one session with me.

#2 Categorize your clients into three groups

There is no such thing as a unique client so stop wasting your time customizing your service to each and every one of them. There are universal problems that they are all struggling with so treat them as such.

I’ve discussed this in a variety of blog posts so Link to blog posts about signature services here:

Never Write a Proposal Again
The Exhaustive Guide to Packaging a Service

Break down your clients into three groups whether it’s a beginner, intermediate, or advanced or a specific way the problem manifests itself in that group.

#3 Work on the behind the scenes

Start by creating a checklist for everything involved with delivering your service. Follow the steps you document to treat every potential and actual client in the same exact way.

Make delivering the service repeatable and simple so you can cut your time to deliver it in half!

Once you have everything systematized, you’ll be able to outsource a lot of the steps to your team so you can focus on the things only you can do.

This will help you cut your workload in have when you can have your team do things like contacting clients, scheduling, or sending out invoices.

#4 Shift your mindset

This is one of the most important things there is when it comes to succeeding in your business. #Mindsetiseverything!

You have to stop thinking about your work in terms of trading dollars for hours.

When you’re creating this leveraged content, you are creating value that is more than the actual sum of the hours you are putting into it. You will start making money on work that you only did one time and that can be a huge mental block for women entrepreneurs.

So start thinking about how you feel about making more money on work that you only did once. It may make you feel a little uncomfortable if you really start thinking about it.

The trick here is to remember that the value of your service is not simply the time or energy you are putting into it but rather what your client is getting on it. Check out this video on how to express the value of your offer from a recent video.

When you put those four things into place you can definitely do less work, raise your prices, and still have your clients be way happier.

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