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January 23, 2025 • 43 mins

Lisa Klein, a business coach and process strategist, joins me on this episode to share her journey from finance to becoming a health coach for women and business coach for entrepreneurs.

Her pivotal career shift, sparked during maternity leave and driven by personal challenges, including her mother's battle with breast cancer, led her to discover a passion for health coaching.

Our conversation with Lisa reveals the balance of personal well-being and professional success, something she passionately advocates for by empowering entrepreneurs to build sustainable strategies that resonate with their personal values.

We discuss the often-overlooked necessity of self-care, especially within demanding professions like teaching, where burnout is a real threat. Lisa offers invaluable advice on breaking societal norms that pressure individuals, particularly mothers, into neglecting their own needs.

She shares her insights on crafting tailored lead magnets and aligning them with sales funnels, underlining the importance of understanding audience needs through diligent market research and feedback.

Her strategies for content creation and audience engagement on LinkedIn are not just about consistency but about fostering genuine relationships.

Ever thought about the courage it takes to pivot one's career? Lisa illustrates the significance of listening to one's intuition and the potential growth that comes from hiring a coach.

Her story is a testament to the power of embracing change and trusting yourself through the process.

Lisa's LinkedIn: https://www.linkedin.com/in/lisakleinco/


David's LinkedIn: https://www.linkedin.com/in/david-young-mba-indy/

David's Website: https://davidjyoung.me/

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Welcome to the Real you Podcast.
This is episode 29.
I'm David Young, your host.
I'm a LinkedIn content andbusiness coach.
I help coaches with less than3,000 followers grow their
business through betterstorytelling and content
creation.
I launched this podcast inMarch of 2024 to spotlight
interesting people doing amazingthings, and today I'm joined by
Lisa Klein, a business coach,process strategist and your
go-to cheerleader for launchingand scaling your business

(00:21):
without overwhelm.
We'll dive into her journey howshe pivoted from health
coaching to supporting onlineservice providers, her secrets
for creating sustainablestrategies and how she helps
entrepreneurs take bold steps togrow their businesses with
confidence.
Lisa, thanks so much for takingtime out of your day and
joining me on the show.

Speaker 2 (00:37):
Thank you so much for having me.
I appreciate it.

Speaker 1 (00:40):
Yeah, absolutely.
So.
We have known each other forabout a year now, in part
because of LinkedIn, but morethan that is that my wife hired
you about a year ago.
At the end of around this timelast year we were wrapping up my
wife's a teacher and it was oneof the worst semesters that she
had had and she just wasn't ina good place mentally or

(01:02):
physically and just the toll ofteaching had taken a lot on her
and I essentially mandated thatshe hire a coach and so I got
found you through LinkedIn andyou guys met and kind of hit it
off and then you guys workedtogether the first quarter of
last year and what you did withher really made a huge
difference and I was sad whenyou left health coaching because
I know it made.

(01:22):
I saw the impact that it made,but I know that you had reasons
for doing that.
So that's kind of how we knoweach other.
And then obviously, we've beenconnected and communicating ever
since.
So you and I share the financeworld background.
You did accounting for a lotlonger than I did it.
So talk about kind of how yougot started and how you got into
the world of finance and thenhow you eventually got out.

Speaker 2 (01:49):
I mean, that was a lot to unpack right there and I
am thankful for you because Ithink you were one of the very
few that reached out.
In my DMs on LinkedIn was likeI need your help, let's chat.
So I appreciate that and youconnecting me with your amazing
wife, and that has been part ofmy journey, right.
Like you said, I did start mycareer in accounting and finance
.
That's where, when I went tocollege, it was what do you want

(02:12):
to do with your life?
I wasn't really sure.
My sister was an accountingmajor.
I followed in her footsteps.
My dad was an entrepreneur.
He owned his own business, andso we were kind of grew up in
that world of business finance,although my mom was a teacher.
So part of me growing up right,I always played school.
I always wanted to be thatteacher as well.
But when I was in school, Iremember being in my accounting

(02:35):
classes and I handed an exam tomy professor and I said this
isn't for me.
I knew then this wasn't for me.
It was my junior year and hewas a mentor of mine and he said
do you want a job when yougraduate?
And I said yes, yes, I dothat's the goal here.
And he said okay, then you'regoing to stick with accounting.
So I did, Of course.

(02:56):
That summer, before my senioryear, I had an internship with
at the time, Big Five AccountingFirm, which then led me to a
job time big five accountingfirm, which then led me to a job
offer even before I had startedmy senior year of college.
So went through it, had a jobwhen I graduated and started in
public.
Accounting Lasted right aroundthree years, needed to get out,

(03:19):
made a change and I switchedover to corporate accounting.
Same type of work, Same Samerule, right, All the Excel
sheets, all the financialreports.

Speaker 1 (03:29):
Journal entries ledgers.

Speaker 2 (03:31):
Yeah, yeah, yeah Did that for quite some time and
eventually parted ways.

Speaker 1 (03:37):
You made it so much longer than I would have.
I knew 30 seconds in that I hadmade a terrible mistake, and
then I grinded it out for 18months, so you put a lot more
into it than I ever would have.
So it's truly well.
I didn't think it was that job.
I thought it was financialanalysis, it kind of was, but it
was cost center accounting andI was like I wouldn't have
signed up if this would havebeen on the job description.
I wouldn't have even applied.

(03:57):
Month end close.
Yeah, it's a lot.
So were you you thinking?
So, as you kind of went throughthat, did you have in the back
of your mind were you coachingpeople on the side?
Or like, when did you startthinking about maybe coaching?

Speaker 2 (04:09):
no, it was actually a couple jobs in.
I was actually on maternityleave with my daughter and the
company was with was goingthrough a reduction in force and
they said you can take a job inkansas city, or you can take
the job in Kansas City or youcan take the package.
And I was like I'll take thepackage and luckily it worked
out in my favor.
But again, I never expected tobe a stay-at-home mom.
I expected like, okay, shewould go off to daycare and I

(04:32):
would go to work and all of that.
So there was a period of timewhere I was doing some part-time
work and then that got it tothe point of this is a lot.
This is, even though part-timework.
I by then had our second childand kind of threw in the towel
on that.
Knowing accounting and financeis not for me, but I didn't know

(04:52):
what was next.
And so fast forward, or I shouldsay rewind to about this time
11 years ago, my husbandchallenged me to a 90 day
fitness program.
So if you knew me then I wasthe one like sitting on the
couch with my bag of chipswatching soap operas while the
kids napped.

(05:13):
It was fitness.
Exercise was not in myvocabulary and so I kind of
laughed.
But at the same time, my momwas going through chemo.
She was she's breast cancersurvivor and so I knew, going
through that I needed to starttaking care of my health, like
if I was could control anything.
It was what can I do for myself?

(05:33):
I need to start doing something.
And so when he approached meabout this 90 day fitness
challenge and I laughed in hisface, I also knew, okay, I need
to do something.
So we threw up the calendar onour gym wall, our basement wall
it wasn't even a gym at the timeand started checking off the

(05:54):
days.
So it kind of became a littlefriendly competition.
I got through it.
I got through the 90 days and Iposted it on Facebook.
I just got through 90 days ofP90X and had somebody reach out
to me and they said have youever considered being a coach?
No idea what you're talkingabout, but for those of you who
are familiar with the world ofBeach Body, that was my entry
point into a way of helpingothers.

(06:15):
And so it was, if I can do this, from literally sitting on the
couch every day to 30 minutes ofworking out consistently six
days a week, and so much changedin that time.
Yes, there was weight loss, butit was that feeling of having
more energy going to bed atnight, sleeping better, not

(06:37):
counting down the hours till itwas time to put the kids to bed,
really just feelingaccomplished of I did something
for myself and I'm feelingbetter.
So a couple months later Istarted taking other people on
the journey with me and not justhaving group accountability,
groups type things that I washousing on Facebook, and I kind
of started entering into thatrole of coaching, which led into

(07:00):
a lot more down the road.

Speaker 1 (07:03):
Yeah, you mentioned the weight loss.
After that P90X did you justfeel so much better, just
stronger, and you just felt good.

Speaker 2 (07:14):
Yeah, I really wish I had kept a journal or videos of
what it was like on day one,because I honestly remember
laying on my gym floor and that,like I'm supposed to be doing a
push-up, but I was like what?

Speaker 1 (07:29):
right.

Speaker 2 (07:29):
I can't right like I can't do that.
So the strength I gainedphysically made also such an
impact mentally to be like I cando it by day 60.

Speaker 1 (07:39):
Yes, I was doing push-ups yeah on day one, I
wasn't yeah well, it's Well,it's a great analogy for
stacking days.
You hear that a lot like justput in the work day after day
and that compounds.
So you see that you saw thatpretty quickly.
That's what I would tell mywife a lot, because she wasn't
doing a lot of physical.
She was doing intermittentphysical fitness and training

(08:02):
and stuff, and I would do it forbecause I do it for races,
cause I do it for races, youknow I'll train for races and
then I stopped and I trained forraces and I stopped and she's
not going to do that, she's notgoing to race.
Uh, do any of that.
I would always tell her it'slike life fitness.
She needed to work out and takecare of herself because of the,
the energy, the mental andphysical energy it takes to
teach every day and be on yourfeet and you're giving five or

(08:23):
six lectures.
You have she has 150, 180students, so you have that
interaction like it's just, it'sa, it's a physical drain and
mental drain, so you're gettingin shape to was to be able to
absorb that, and so when shewasn't doing that, then that
worked especially.
You know, august to december.
So you've got four, four and ahalf months and yeah, there's
some breaks mixed in, but it wasjust by the time she got to

(08:46):
December she was just fried,like mentally and physically
fried, and then having to getthrough finals, and then she'd
get there and just limping tothe finish.
And so that's when I was likeyou've got to, you have to make
changes.
Like you got to work withsomeone and that's why I pushed
her to do it, cause I was likeyou.
Just it's like the race is lifeand you have to get just be
able to handle it better.

Speaker 2 (09:04):
So I love that, like you said, the physical led to
the mental and you get thecombination of both I think so
much of what I saw for myselfand you know, like for your wife
, is not recognizing theimportance of prioritizing
yourself I think, you have to dofor everybody else, right for
families, first for students.

(09:24):
Or for you know like you'redoing everything for everybody
else, right For families, firstfor students.
For you know like you're doingeverything for everybody else
and it's like yeah, yeah, I'llget to me later where it's.
We need to flip that to say Ineed to take care of myself
first so that I can give to mykids, my family, my students,
work, whatever else is going onin your life work, whatever else
is going on in your life.

Speaker 1 (09:42):
Yeah, I think society has.
I think they did a good job offlipping the narrative in the
wrong way, especially for moms,like because it's just, you know
, kids first, and especiallywhen they're younger and they
require so much, and so it'stheir needs first.
And then I think you get in,you kind of get in a habit of
not doing for you and then youjust kind of it just just kind
of keeps going unless you reallyare intentional about breaking,

(10:04):
about breaking the cycle, andit's the same thing.
It's the old cliche on theairplane, right, they gotta put
your oxygen mask on first,because if you can't, if you
can't breathe or you'reincapacitated, then you can't
take care of the people aroundyou.
So, like, you have to do thatfirst.
So I'm happy that that you werepreaching that and talking to
people about that and even stillI know you're not doing that
now, but it's the same principleof you matter, and if you're

(10:28):
not healthy and able, then Ican't really do anything else.

Speaker 2 (10:31):
Exactly, exactly, and I know for me, like I called it
, my meat I still do right, it'smy 30 minutes in the morning is
my me time, it's what I can dofor myself so that, like you
said, have more energy, be moreproductive.
Like if I skip my workout I'mnot doing any, I'm doing
disservice to myself and toeverybody else that I'm trying
to help.

Speaker 1 (10:52):
Yeah for sure.
So you did, uh, I think you didthe health and wellness then
coaching.
You did that for quite a while,right, Close to 10 years, or
give or take.
Yeah, and I what?
What was the?
At what point did you startthinking maybe you wanted to
move away from that, or wasthere a particular tipping point
?
Or what was that process whereyou're like, okay, I've done
this for a while, I've liked it,I've helped a lot of women, but

(11:15):
I want something new ordifferent.

Speaker 2 (11:17):
I think things kept popping into my mind but I
didn't know what was next.
And it was kind of the samething when I went from finance
to coaching.
It was like I knew there wassomething but I didn't know what
.
And so, probably I would saytwo years ago or so, things just
kept coming up and I'm like I'mnot sure.
And then, in October of 2023, Iwent to a business retreat and

(11:42):
all the women there were showingup with like I have this new
offer and this new thing I wantto do.
And I was like I really love myone-on-one coaching, I love
working with my clients, I lovebeing a part of their health and
wellness journey.
And I left there in a place ofI'm all in on my one-on-one
coaching.
I just need to look for in adifferent place for clients.

(12:03):
And that's actually when I goton LinkedIn.
I've been in the world ofInstagram for you know, back in
the old days on Facebook andthen Instagram, and so that's
when I hired a LinkedIn andsales coach and started my
journey on LinkedIn.
And, as I told your wife, if Icould have a 100 clients just

(12:23):
like her, I'd probably havestuck with it a bit longer.
But in the back of my mind.
I knew, like I said, there wassomething missing.
I just didn't know what.
And one of the turning pointswas and I don't have a post on
this, it probably will be comingsoon was I was on Instagram
with one of my friends and stuffshe was talking about, and I

(12:44):
was like you could turn thatinto a lead magnet, like that is
a masterclass right there.
And I just started.
It was more of that businessmindset of you could do this,
you could do that.
And she was like you're so goodat this.

Speaker 1 (12:55):
Maybe you're onto something.

Speaker 2 (12:56):
Yeah, and so it was more conversations like that
that I was having with myfriends in the DMs about things
that they could do to take theirbusinesses to the next level.
She was a Pinterest manager, asocial media manager, right.
It was all these otherconnections that I had, not for
health coaching, it was justother relationships that I had

(13:18):
built and I was helping themwith their businesses.

Speaker 1 (13:20):
So that's kind of how it was born.
Did you do it a little bit onthe side and you were still?
Were you doing both at onepoint?
Yeah?

Speaker 2 (13:28):
a little bit, you know how it is Just also to see
one.
If this is really what and it'schanged as you've seen I
started thinking, okay, maybe Idon't want to be face-to-face
with clients, I'll do more ofthe backend work and give myself
.
Maybe that's the break that Ineeded.
I quickly learned that wasn'twhat I needed or what I wanted.
I really do love workingone-on-one with my clients and

(13:51):
being a part of their journeyand having that being involved
in their processes andstrategies to help them grow.

Speaker 1 (13:59):
Well, I mean I talked a little bit about it this past
week.
Experimentation is key whenyou're in this space, because
you don't really know.
Until you do it you can thinkabout it, you can talk to other
people that are doing it.
It's not the same.
You have to work with people.
You have to, like you said, youhave to do behind-the-scenes
work.
You have to compare that toone-on-one work.
You're like I like that's whatI paid for and this is what

(14:29):
we're doing, and then they'refighting against themselves and
it's just simply not sustainable.
So you kind of have to feelaround and work with people,
whether it's on the side or forfree.
Even to get started, you needaction, you need feedback to
kind of know how it feels andthen how the people that you're
working with, what's theirresponse, what results are they
getting, and then you just knowway faster than trying to think

(14:52):
it right, writing it down orconceiving it in your head.
So kind of explain what you'redoing now.
So I know lead magnets are abig part of it.
You're obviously working withpeople.
Just kind of talk about you,start working with a new client,
like a little bit about yourprocess and like what that would
look like.

Speaker 2 (15:09):
So right now, focusing more of my one-on-one
coaching and mentoring withthose people that have been in
the business a while.
They know where they want to go.
They have all the ideas, thevision for what they foresee for
their.
Most of the clients I work with, I should say, are coaches,
whether it's health with, Ishould say, are coaches, whether

(15:30):
it's health coaches, lifecoaches, mindset coaches, career
coaches.
In that realm, the world thatI've been a part of for so long,
and so typically they have aone on one program or group
program or something new thatthey are creating.
So I help them through that prelaunch phase.
Launch phase and beyond is kindof the three parts to it, and so
a lot of times when looking inthe pre-launch phase, it is
creating some sort of leadmagnet, something to add into

(15:52):
their sales funnel, to bring innew.
So they're not continuing totalk to the same people, whether
it's on social media or alreadyon their email list.
It's bringing in new leads andthen taking them through and
nurturing them through thatsales funnel.
Some of my clients don't havean email list yet, so they might
have been in business for two,three years and are just doing

(16:13):
their thing.
They started out their businesswas thriving because they
already had a warm network.
But soon that warm network andthose hot leads kind of run dry.
Did it dry up Mm-hmm, we allknow right.
So, uh, that's kind of where Icome in and help them continue
to grow nice, that's funny.

Speaker 1 (16:33):
You mentioned about coaching coaches.
There's somebody wrote it'sbeen a few months ago and I
don't remember who wrote thepost, but they were joking that
linkedin is just one big pyramidscheme of just everyone, just
coaches, coaching coaches tocoach, to coach people, people
to coach, to coach.
And it's just like this.
Like every everyone is justlooking for coaches and there's
all these different ways to workwith them, and I thought that

(16:54):
was really funny, am I true?
Not all, not all the way, true,but it is a lot, because there
is there's a lot of differentaspects to business.
So, as a coach, you can hire somany different people to help
you because there's all thesedifferent areas.
So I thought that was funny.
So the people you work with dothey have to have like a new,
like a launch?
Do they have to have amasterclass or a webinar, or can
they just?

(17:14):
They're just doing traditional,either one-to-one or
one-to-group coaching.
You could still help them too.

Speaker 2 (17:19):
Absolutely.
Yeah, it's kind of what, andthat's where I don't have.
I don't have a rigid program,just like I was doing with my
health coaching, becauseeverybody is so different.
Everybody's goals are different, what their needs are different
.
They might have already haveexperience in one aspect and
it's like, okay, well, you'regood there, let's work on.
You know this over here, so,and sometimes it's too, it could

(17:41):
be their one-on-one programthat they love and they have
been very successful with it'sokay.
Relaunching Everything is kindof depending on the season, a
launch period, just finding newways to market message.
Sometimes it's small tweaks tothings can make a big difference
.

Speaker 1 (17:58):
Yeah, that's a good point.
I think some people they havestuff that's working and then
they want to get away from itbecause it's like not new and
you're like, if it's working,keep doing it, don't change.
What do you see as the biggeststruggle?
Like, if we're talking leadmagnets specifically, is it
simply creating one?
Is it marketing it, is it both?
Like, where do you see kind ofthe biggest struggle?

Speaker 2 (18:19):
I always use my own example, and it's one that I see
often, is people have a leadmagnet that doesn't fit into
their sales funnel.
So my example when I was healthcoaching was I had an amazing
lead magnet.
It was a five-day meal planwith recipes and a grocery list.
Everybody wants free recipesEverybody.

(18:46):
I mean hundreds of leads that Igot through this one lead magnet
that I had out there on mywebsite banner for years, except
it didn't make that connectionto how do you go from you have
free recipes to one-on-onecoaching, and so I wish I had
learned you know, then knew okay, if somebody is going to work
with you, they need to know moreabout you.
How do you help them?
What piece of this big puzzleof your health and wellness can

(19:07):
you help them with?
Okay, maybe it's somethingnutrition related, but maybe
it's mindset, maybe it's fitness, and so that's a lot of what I
see and the challenge thatpeople have with lead magnets.
It's not making a digitaldownload or maybe they can hire
somebody if they can't do itthemselves, but what makes sense
for their offer?

Speaker 1 (19:27):
Yeah, it's more so.
It's more of thatintentionality around matching
the lead magnet to the offer orthe service, instead of it just
being not necessarily random,but too adjacent, too far away
to make the connection.

Speaker 2 (19:42):
And then I would also say it's fitting to your
audience.
Is it something that they needand isn't actionable?
Does it add value to them?
And I think we're right.
We're in that stage now wherepeople are a little hesitant to
give over their email.
They know what's coming.
But if it's something where youhave built the trust in that
relationship ahead of time, itmakes that easier.
They, you know, they're like Iget you, I'm familiar with you

(20:06):
and you have this awesome,amazing, whatever it is.
Masterclass workshop digitaldownload yes.

Speaker 1 (20:13):
How often do you recommend I know you said you
had that the recipe a five-dayplanner for a while.
How often do you recommendpeople changing lead magnets or
does?

Speaker 2 (20:24):
that vary based on how it's doing.
I would say it's more of whatyou have that you're offering.
So for every service or offerthat you have, you should have
one lead magnet that goes youknow, fits into the funnel.
So if you have a one-on-oneprogram, if you have a workshop,
if you have a group program,each should have a different

(20:44):
lead magnet to flow to it.

Speaker 1 (20:48):
Okay, yeah, so it's not one size fits all.
What do you think holds mostpeople back from either having
that intentionality, or having alead magnet, or having the
sales funnel?
Do you think it's a lack ofawareness?
Do you think it's too difficult, because I don't think a lot of
people have this set up in theright way.
What do you think is thebiggest?
What do you think the frictionis?

Speaker 2 (21:07):
I think a lot of business owners know what they
should do.
It's that there's so manypieces to the puzzle and so a
lot of people don't recognize orrealize what they ought to do
first to help them in theprocess.
Right, they're thinking aboutthe end goal, they're thinking
about selling that one-on-oneprogram, and so they're going
all out on their messaging andmarketing for this one-on-one

(21:29):
program without doing the marketresearch, without nurturing
their audience.
So that's kind of theimportance of creating that
pre-launch, the lead magnet toget them there.

Speaker 1 (21:41):
Yeah, that's a good point.
Is it set up?
I think your health andwellness was a 90-day program.
Is your current program also90-day?

Speaker 2 (21:48):
I do have a workshop.
I'm not sure when this is goingto be airing, but in January,
and I plan to probably do morelike that.
That is going to be a four-weekseries where we're going to
take kind of through the processof creating a lead magnet I
call it, from concept creationto conversion.
So actually in that four weeksspan for you to go out and do

(22:13):
the market research, figure outwhat your audience needs, create
something of your own whetherit is a digital download or
setting a date for a masterclasslater and then doing the
messaging and the marketingbehind that, so that in those
four weeks after week four youhave something to put out into
the world.

Speaker 1 (22:31):
Yeah, world yeah, no, that makes sense.
What you say that this will air, it should air at the end of
january.
So I might I might miss thedepending on when you're doing
it, but that seems likesomething you could do like
maybe not every month, but atleast like every other month,
which I think is a great, almostlike a pull through, you know,
for working with you on a kindof short term basis, by the
investments you know a lot lessthan the 90 day program, and

(22:53):
then they see the value and thenyou know can continue working
with you more in depth.
So I think that's a good.
I think that's a good.
I like that I like that setup.

Speaker 2 (23:00):
Yeah, and I feel like it's what the need has been
with my clients recently and I'mlike I'm doing this on repeat.
It's just a different clientthat I'm working with.
How can I package this, likeyou said, to help more people
and to do it in a short periodof time where you can actually
get this done?

Speaker 1 (23:17):
Yeah, how do you recommend your clients do the
market research?
Is it try to do free discoverycalls where it's just asking
questions?
Is it a poll?
How do you recommend them goingabout trying to find out what
their audience needs and wants?

Speaker 2 (23:31):
Yeah, all of the above.
I know you had even done thattoo right.
Having those calls are sovaluable when you're talking to
the right people, when you findlike, ooh, you'd be my ideal
client, being able to connectwith more of those people, which
sometimes is hard to find.
But within your community, justeven asking your people that

(23:53):
you're connected with do youknow anybody?
And building thoserelationships doing I'm a huge
fan of polls and that's kind ofwhat I did with the recipes.
It was everybody wanted therecipes, so that's what I gave
them right.
So it's finding what youraudience wants, what they need,
but also that fits into yoursales funnel.
Another way to do marketresearch is taking your existing

(24:16):
clients and always gettingfeedback from them.
So at any point, whether it'sin the middle of if you're doing
something longer or, mostimportantly, at the end, what
was their takeaways, the mostvaluable piece of what you had
done together, and getting theirfeedback.

Speaker 1 (24:32):
Yeah, I think that's really important.
You hear it's VOC or voice ofcustomer, voice of client.
I think it's really importantespecially when you're doing
one-to-one or one-to-group isreally understanding the people
that you're working with, usingtheir words almost verbatim, so
their struggles, their goals,their frustrations, like all of

(24:53):
that stuff, and then using thatin your marketing, because
that's how you're going toattract more people like them,
assuming that you want to beworking with them.
It's so much better and justmore direct than Google
searching or trying to think ofit yourself or guessing like
that's.
You might get there, but youwon't get.
You won't.
Even if you got there, youwon't use the same like

(25:14):
terminology in the exact samelanguage.
So I always I advise all of myclients to do the exact same
thing with their business isyou've got to find out truly,
like their words, in their words, what they're like, what
they're looking for.
So I think that's a great idea.

Speaker 2 (25:27):
Yeah, and that goes too with even discovery calls,
even if they don't become aclient, but the struggles, the
pain points, whatever they'respeaking to and how they're
speaking, like you said duringthose calls, to use that in your
messaging.
So when somebody else sees thatthey're like that's me right,
that's the golden ticket.
You want somebody to say oh, Ineed you.

Speaker 1 (25:47):
I need you.
Yeah, you want exactly.
You want them to picturethemselves in that same boat and
you're like, oh, they'retalking to me, like I have.
That's, that's what's going onright now in my world and I
would love to get help, likethat's.
That's the goal.
I'm sure you probably dosomething similar.
So I have two differentquestionnaires.
So I have one that I sendmanually.
I have another one, dependingon where you book your initial
call with me.
It's integrated into thebooking system.

(26:08):
That's also another great wayto get feedback, because again,
they're having to type theanswers to the questions and
it's typically about, like,their struggles, their journey,
their goals, that type of stuff,and so that's again.
That's another, even if, I mean,you typically would still have
the call.
But you can use that too, youknow, cause?
That's just all, and you canstart to put it together and you
start to look for repeatingpatterns.
What are people sayingconsistently?

(26:29):
So it's like a repetitiveproblem, and then you know that
you're onto something and thenyou can talk about that and even
from a lead magnet perspective,like maybe you're starting to
think about creating a leadmagnet that starts doesn't
necessarily solve the wholeproblem, but it like starts to
address.
You know those beginning stagesand frustration.
So I'm slowly learning that inmy business the intentionality
and like really being thoughtfulabout your messaging and like

(26:51):
what you're doing and then likethe problems you're solving are
they really solve problems thatpeople want like to actually
have solved?

Speaker 2 (26:58):
Right, and that's, and, like you said, like part of
the onboarding process, butalso the offboarding, and a lot
of times too, that's what I'mhelping my clients with.
Right, they have this one onone program, but they're missing
that piece.
Where's the feedback, or thatcustomer service, that customer
experience that you wantsomebody to have, so they will
refer their friends and theircommunity to you as well?

(27:20):
Right, Making that the wholeprocess from start to finish.

Speaker 1 (27:23):
For sure.
Talk a little bit about yourLinkedIn.
I know your post today wasabout your Post post-it notes
and calendar and like contentcreation.
Your content's always reallyconsistent, it's always really
good, it gets really highengagement.
But obviously you said youhired a coach kind of at the
beginning, which was a good idea, so you weren't winging it and
but you haven't been doing itfor that long, so it feels like
you've made quite a bit ofprogress in a pretty short

(27:44):
period of time on a socialplatform that you weren't
previously using.
So just kind of talk about likehow you think about content,
maybe your writing process, andthen kind of like what goes into
that.

Speaker 2 (27:54):
Yeah, I think helping me when I first started, cause,
yeah, like you said, when Icame on a little over a year ago
, I had maybe 200 followers andI just hit like over 8K.

Speaker 1 (28:06):
Oh wow.

Speaker 2 (28:07):
So, um, what helped me was that I was consistent on
instagram.
I had been doing for yearssocial media, so I think that in
and of itself led me to, yes,very different.
For a little while I was doingboth, I eventually a couple

(28:27):
months in I.
I think it was about March 2020.

Speaker 1 (28:31):
Too much.

Speaker 2 (28:32):
Yeah, and I'm done on this.
I'll still show up there,support my friends, and every
now and then it's a differentplatform, it speaks to itself.
But that helped when I came toLinkedIn, knowing, okay, if I
want to grow my audience, if Iwant to build the relationships,
I do need to show upconsistently, I need to be

(28:52):
intentional, I need to do haveengagement and outreach and all
those, all the things, like Isaid, that I was doing before.
So for years, if I went back, Ihave a drawer here on my desk
and if I went back, you would beable to see my months and
months of what I call my contentcalendar and I just did.
I just printed this one outyesterday, so it's almost time

(29:13):
to get ready for January, and soI've been doing it for a while.
It's a system that works for me.
I print out a blank Googlecalendar and then I use my
little sticky notes and when myhusband comes in, he's like,
really, I mean, they'reeverywhere, they're everywhere.
And I just start jotting downideas.
Yes, they're everywhere.
I Google Sheets or I have myNotes app on my phone, and

(29:38):
especially when you've beendoing it so long.
Content ideas that's the easypart, and like this is why I
have this pile here that Ihaven't used yet, and I don't
even remember when I wrote theseideas down.
What does this one say?
Lead magnet leading nowhere.
Now what, right?
So it's just little things.
What else is on here?

(29:58):
Time saver, repeatable processes, fear of visibility.
It's just ideas that come to meand then what I will do is,
when it's time to sit down toplan my content, I take those
ideas and strategically put theminto my calendar based on what
I have going on.
So right now, obviously, I'mgoing to be promoting my
workshop.
So what is going to be goinginto that?

(30:21):
That would then lead to contentthat I'd be creating.
It also kind of opens your eyesup, more than just like one
post at a time so that you cansay, okay, I'm going to talk
about a client transformation,you know, sharing that social
proof.
What is relatable to me Now?
Right now, as we're airing atalking December in the holidays

(30:41):
, right, content that is goingto be a little less business and
a little more fun.
Yeah what is everybody doing forthe holidays?
What are your holidaytraditions, movies, so having
kind of themes go with.
Whatever your content is forthat month, any special
anniversaries, birthdays, andthat kind of just goes down on

(31:03):
the calendar.
And then my process with thesticky notes is because I can
move them.
I had these on a calendar atone point but didn't feel like
writing about that, or somethingelse came up, or a client had
an amazing win that I wanted totalk about.
So I start just moving thingsaround and pushing things out
and maybe some of these willcome to fruition and maybe they
won't.

Speaker 1 (31:23):
No, I love it and I think the real, the two things I
love about that is A, just theconsistency, so you know you're
going to do it.
And then two, you created asystem that works for you and
that's the key.
There's no, I don't thinkthere's one.
I think everybody does contenta little bit differently and
that's totally fine.
It's just whatever, how yourbrain works, how you process
information, how you createideas, then your writing space,

(31:45):
like whatever, whatever works,and so you develop a system and
like I love it.
So, whatever you can do, do youwrite?
So I know some people batch,create content.
Do you write the day or nightbefore?
Do you write like a week aheadof time?
Like how far in advance do youwrite?

Speaker 2 (31:59):
I have to be in a creative space to sit down and
write.
So sometimes I mean, ideally Iwould love to sit down on like a
Sunday and write for the week.
It rarely happens that way, butI do block my calendar.
It rarely happens that way, butI do block my calendar.
So Mondays I do have time tokind of just for all admin
business, for things to get donefor my own business where I

(32:21):
don't have client calls oranything, and so that's when I
try to.
Sometimes, again, it doesn'thappen that way.
So I do schedule my posts thenight before and if something
comes up I am not very strict onlike if I had to post plan for
tomorrow but something comes upand I won't be able to be on
LinkedIn to engage, I don't postanything.
So I'm not.

(32:42):
I'm more of look at thecalendar If I can consistently
show up four to five times aweek.
That's that's what it is.
It's not.
You have to be on seven daysand again, everybody has their
own philosophies and their ownrules they live by.
But I'm very much of do yourbest and forget the rest.

Speaker 1 (33:00):
That's a good motto, especially these days with
organic reach tanking on theplatform and so many people are
panicking.
It's out of your control.
Just keep putting out goodcontent, keep reaching out, keep
building relationships, sendmessages, support other people
and it'll take care of itself.
You can't.

Speaker 2 (33:16):
You can't force the impressions and a lot of what
some of what I do with myclients is too, is I help them
and review their content.
I actually wrote a postyesterday and I was like, did I
just write this same thing formy client?
It starts to blend in together.
But I more so review whatthey've written and I I'm like,
okay, let's fix the hook, let'sadd it and engage.

(33:36):
A call to action that'ssomething you know, that that I
feel like that's the piece thatpeople most submit, miss the
most is that call to action.
That's easy for somebody torespond to.
Um, because I know, for me,when I'm getting on LinkedIn and
I do want to engage and I dowant to build those
relationships'm like that'sreally hard.
I don't even know how to answerthat, I don't even know what to

(33:58):
say, right, and it's start andI'm like, okay, I'll come back
to that later, which, of course,I never will come back to it
later.

Speaker 1 (34:04):
So yeah, no, that's a good point.
I did that post last week onthe 10 things to think about for
every post, which I know is alittle overwhelming for probably
some newer creators, because itseemed like it was so many
things to think about.
It's really not like once.
You're like in the habit but itgoes back to the theme we've
talked about so far is likebeing intentional with your
content, like understanding thegoal of your content, right?

(34:26):
Are you just trying to growyour followers and connections?
Are you trying to grow yourbusiness?
Are you trying to do both?
There's a way to go about andit's different.
And so thinking about and then,like you said, planning it out
so you know, like, what am Italking about?
You want a mix of types ofcontent, right?
You can't?
I mean, we're all kind ofsaying the same thing but you're
saying in a slightly differentway, understanding that?
Um, I think it's a great point.

(34:46):
On the, the call to action, ajust making that simple, like
whatever you want them to do,like visit landing page, sign up
, sign up for newsletter, signup for the workshop whatever
very clear as to like what to doand then, if you're going to
ask a question at the end, alsomaking that question like very
easy to answer.
I think too many people ask Ieven said this in a piece of
content.
It's like a behavioralinterview question.

(35:08):
It's like tell me about a timewhen you did this.
You have to like dig deep intoyour memory.
People just aren't going to dothat.
Like they're on their phones,they're scrolling, they are not
going to take like three minutesto come up with this like long
winded scenario that fits yourpost Like don't do that.

Speaker 2 (35:22):
Yes, yes, yes A lot, I know.
A lot of times I'm like okay,if this question, even if it's
like your morning routine orsomething that you think is
simple, might not be so simplefor your audience or for the
reader.
So then it's like give them anA or B choice.
Is it coffee or water?
You know, like how do you startyour day Workout or water, and

(35:44):
then it leads into either Aanswering it easily or them
giving their own.
You know, kind of gives themthat prompt.

Speaker 1 (35:52):
Yeah, for sure.
It's like they teach you to dothat with, like younger kids.
Uh, cause they can never make adecision.
It's like just give them twochoices, Like do you want, you
know, hamburger or chicken?
Do you want to go?
Are you wearing these PJs orthese PJs?
Right, Don't ask, never ask.
Like a three-year-old, likewhat they they'll be like.
Actually it's the third buteither way you get the answer.
So, yeah, yeah, I think choicesare good.
Yes, no, um, just somethingvery high level.

(36:22):
It's very easy to you, don'thave to think about it.
It's very easy to answer andthen not only will you get more
engagement, but you'll typicallyeven get.
Then you'll start to get deeperand more thought provoking
answers.
But when you ask for thoseimmediate turnoff, Exactly.
Yeah, Reverse, reversepsychology.
But yeah, your content is justreally good and it's consistent.

(36:43):
And it's not easy to do assomeone who looks at a lot of
content and helps people withtheir content, like good quality
, consistent, day in, day outcontent is is definitely more in
the minority from from what Isee and probably what you see
too.
So what's next?
You've pivoted.
You're good at both.
You've kind of even tweaked thebusiness coaching a little bit.

(37:05):
Where do you kind of see itgoing and what's not necessarily
next in terms of switching, butwhere do you see it going?

Speaker 2 (37:11):
Yeah, I am excited for this new workshop and, like
I said, we'll see.
It'll be the first time and I'mhopeful that it will be
something that I can repeatthroughout the year, because I
see the need, I see what I'mdoing with my one-on-one client,
so that's kind of what I see inthe 2025 realm of helping my
one-on-one clients, maybe oneday doing some sort of group for

(37:32):
launching.
But again, I think so much ofit is specific to the person,
the business, that people getmore benefit, unless it's
something where they're startingnew and everybody's coming in
as a new entrepreneur,everybody's kind of coming in at
different places and havedifferent needs, and so that's
kind of why I'm sticking withthe one-on-one, for sure, and
then hopefully interjectingthese workshops throughout and

(37:54):
probably some free masterclassesin between.

Speaker 1 (37:58):
Nice.
So the workshop is the Januaryworkshop is a paid workshop.
Have you done?
Have you done paid workshopsbefore Interesting?
Yeah, I'd be curious to see howthat goes.
They I know there's typically,from what I understand they're
typically you get less peoplethan versus a free one, but you
get much more engaged becausethey've had this, even if it's

(38:18):
not a ton of money.
It doesn't even really matterwhat you're charging, but it's
typically much less than likewhatever your full package is.
So it's comparative.
But even if you have fewerpeople, they're just more
serious.
They've invested some money,they're going to take it more
seriously.
They'll show up.
They'll usually more likely dolike what you're, what you're
showing them.
So that'll be.
That'll be interesting to hear,like your feedback from that in

(38:40):
terms of like results comparedto just like a free master class
.
And then, so how so that start?
When does that start?
it starts mid-january yeah,january 21st okay, and you said
it's once once a week for fourweeks.
Yes, okay.

Speaker 2 (38:54):
And so, yeah, the goal is with the workshop is
right to have the training, butalso time for hot seat coaching
so that people can really workon it and kind of have that
homework between want to do amasterclass, but what are all
the steps to get there?
Because a lot of times and Ijust shared about this in a post

(39:18):
recently my client did herfirst masterclass and she was
like at the end she was like Ididn't realize how much work
goes into it.
And a lot of times people fallkind of flat where the
masterclass is done and they'relike and I good, and I'm like
okay, well, now you've gottenhere, that master class was free
.
How do you get them from here tobe selling your services so?

(39:42):
Yeah, it doesn't sell itselfyeah, exactly exactly a little
bit more work needs to go intoit well, that's.

Speaker 1 (39:48):
The other thing too is like getting back to the call
to action.
You know you have to.
You have to make it very easyfor them.
Like you can't assume they knowwhat to do.
You can't assume, because theyshowed up to that class, that
they're automatically going toinquire about working with you.
Like you have to tell them,like you know, this was a free
masterclass, this is what Ioffer, and usually there's like
some kind of a special for youknow, attending the class or

(40:09):
whatever.
But you have to tell them.
And then you have to reach outand like it's not, it just it
doesn't, isn't just like aone-off.
And then, like you said, likesit back and just watch, watch
the money and clients like rollin, like it doesn't work that
way.
Um, even if you're really goodat what you do, like you still
have to hold their hand and tellthem yeah, um, yeah, and the
followup people get busy.
They have stuff going on, likeyou said, this time of year and

(40:31):
holidays and travel and all thattype of stuff, and so there's a
lot.
So you have to, without beingpushy, but you have to be
mindful, try to stay as top ofmind as possible and send
reminders and follow-ups and thepeople that are going to do it
aren't bothered by that, andthen they'll do it, and the
people that are, they're nevergoing to sign up anyway.
So you're not really losinganything, which I also think
people don't really realize.
So so, yeah, so, as we kind offinish up here, this has been

(40:52):
great.
I love your insight and yourjourney and kind of how you've
acted on like what you've wantedto do and you haven't stayed.
I think a lot of people doingthe health and wellness coaching
that you were doing and you'vedone it for a while and had
success.
I don't think people would haveswitched.
I think they would have beenlike this works I know I can do
it, like I'm just going to keepdoing it.
So I I applaud you for feelinga little bit of the strain

(41:13):
towards the last couple of yearsand then figuring out like a
new path.
I think it would be easier foryou to just keep going.

Speaker 2 (41:20):
Yeah, and I think for me too.
Right, it's a different seasonof life that I'm in, so when I
started 10 years ago and I had ayoung kid right, it's where I
am now in my own life.

Speaker 1 (41:31):
No, that's great.
Any final parting thoughts.
My own life so no, that's great.
Any final parting thoughts,whether you're, you know,
thinking about launchingsomething or running a class or
just growing your business likeany, any insider wisdom there
and then tell people how theycan find you on LinkedIn and I'm
pretty sure you have a websiteor the masterclass website, you
know.
Feel free to plug those andthen I'll put that in the show
notes as well.

Speaker 2 (41:49):
Thank you.
What I would say is go for it.
You know, if you are feelingthe pull or nudge to do
something different, go for it.
Maybe even a little leery ofall the things that you see out
on LinkedIn or social media.
Do your research before youhire somebody as a coach.
That's kind of my like.
Follow your intuition, do yourresearch, get referrals and do

(42:09):
whatever is best for you.
I think a lot of people getscared off.
I can't post on LinkedInbecause I can't.
You know ABC.
It's like okay, do what you cando and make it work for you.
Just like a content calendar.
Mine probably, is not what mostpeople, how most people's
brains work.
It's what works for me and soyeah, just kind of follow your
path and put your blinders up toeverybody else.

(42:32):
Stay in your lane.
I know imposter syndrome is abig thing people focus on.
I'm like, nope, and I've donethis for years.
I'm like it doesn't matter whatother health coaches were doing
, it doesn't matter what otherbusiness coaches are doing.
I'm going to do what works forme and I'm going to create my
program that works for me and myclients and just focus on that.

(42:52):
So yeah, so clients and justfocus on that.
So yeah, so everybody can findme.
I am 99.9% of the time onLinkedIn at Lisa Klein Co.
But you can search my name.
Might be the only one that iswhere I am.

Speaker 1 (43:07):
Oh, that's great.
That's a great point.
To finish on with the wholelike just focus on yourself.
You can look at what otherpeople are doing, you can
certainly learn, but everybody'sat a different stage, different
part, different stage of thejourney.
So you have to be careful.
You have to make sure you'recomparing.
You know similar stages andsometimes we compare the people
that have been doing it forseveral years and we're like, oh
, we're not there yet.
It's like, well, you've onlybeen doing it for six months,

(43:28):
you shouldn't be there.
So, yeah, be careful with that.
But hiring a coach is great, nomatter what you're trying to do
.
I think just having someone whocan guide you and lead you and
save you time.
You're always paying with timeor money and I think people
forget that.
Like, ah, coaching, investingin a coach is a little bit
expensive, can be, but what'sthe cost of doing it yourself
and having it take three timesas long?
There's a cost there too.
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