Episode 29

full
Published on:

10th Oct 2024

Renewal Conversations: Enhancing Client Retention in Coaching

Navigating Client Renewals: Strategies and Insights for Coaches

summary

In this episode, hosts John and Angie discuss the intricacies of handling client renewals in coaching.

Angie is introduced to the concept of auto-renewals, a system John has successfully implemented for over ten years to streamline the renewal process.

They explore the practical benefits of auto-renewals and suggest best practices, such as providing notifications to clients well ahead of the renewal date to avoid uncomfortable situations like surprise charges.

The conversation touches on the importance of maintaining the coaching relationship and how discussing renewals effectively is crucial for client retention.

They also share personal experiences regarding when it might be appropriate to decline a renewal, stressing the importance of client-coach compatibility.

Finally, John and Angie emphasize evaluating the client's journey to showcase growth and value, positioning renewals as part of a continued journey rather than a separate transactional occurrence.

keywords

coaching, renewal conversations, auto-renewal, client relationships, coaching business, client reflection, managing expectations, coaching value, coaching dynamics, coaching strategies

takeaways

  • Renewal conversations should start early in the coaching process.
  • Auto-renewal can simplify the coaching relationship.
  • Client reflection is crucial for recognizing progress.
  • Managing client expectations is key to successful renewals.
  • Coaches should be prepared for difficult renewal decisions.
  • Building rapport can make renewal discussions easier.
  • A smooth renewal process benefits both coach and client.
  • Understanding the business side of coaching is essential.
  • Reflection helps clients see their growth journey.
  • Coaches should aim to enhance the client experience.

titles

  • Reflecting on Client Journeys
  • The Business of Coaching Renewals

Sound Bites

  • "I have several renewal conversations coming up."
  • "My clients are set to auto-renew."

00:00 Introduction and Dilemma

01:33 Auto-Renewal Concept

02:39 Practicalities and Success of Auto-Renewal

04:33 Client Engagement and Renewal Strategy

14:17 Handling Difficult Clients

17:17 Building Strong Client Relationships

34:24 Final Thoughts and Call to Action

Transcript
Angie:

Hey, John.

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John: Angie.

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Angie: So I have an interesting dilemma.

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I have several renewal conversations

coming up in the next couple of weeks.

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John: and how do you handle that?

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Angie: So the dilemma that I have

is that they're all so different.

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And I feel like maybe this time I didn't

plan early enough for these conversations.

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John: Well, I don't really have those

kinds of conversations at all, but

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what do you need to say to them?

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Angie: Well, wait a minute.

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What do you mean?

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You don't have those conversations at all.

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John: Well, my, my clients

are set to auto renew.

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So I tell them at the start, if

they want to cancel, they have

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to let me know and they'll get

notification when it's coming up.

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Angie: Oh, that is so interesting.

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I think we need to talk about

that in today's episode.

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John: I think we should get to it.

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Let's start the show.

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Not

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Angie: So I love that.

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I don't, I don't, I, what you just

said just kind of like blew me away

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because it never even occurred to

me to have a client on auto renew.

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That, to me, is like

this whole new concept.

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So tell me about that.

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Yeah.

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John: not coaches?

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It really just became a practicality

that made a lot of sense.

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And I would say I don't

do it with all my clients.

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Like some clients are very clear.

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They just want to maybe

go for a cycle coaching.

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And I'm not going to put them in

ultra renew if that's the case.

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No, if they want to carry on, they're

going to have to let me know after that.

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But just out of practicality for having

to potentially enter payment details and

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get a new agreement with them every single

time the renewal was coming up and was

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a bit of a pain in the backside and also

sometimes reminding clients about renewal

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does also refresh their memory of it was

just maybe not a bad thing of do I really

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want to, do I really want to stay in this?

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It perhaps puts in those sorts of doubts.

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It's stuff that you want to

speak with them about anyway.

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But I think if you, for me, it just

creates a continuation in the coaching

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relationship, where it's like, they're

going to get notifications that

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the renewals coming up, I'm going

to remind them that the renewal is

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coming up and that if they want to

cancel it, they need to let me know.

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So they still have that opportunity,

but I don't have to worry about whether

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they want to switch that, whether they

want to change their credit card or

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anything like that, unless they need to.

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Or having to update re

enter payment details.

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So it's really, it's an admin thing to a

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greater degree.

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Angie: that is just so interesting.

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And you've had success with this.

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John: It's worked incredibly well

with clients for, I think, been

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doing it for at least 10 years.

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Angie: Color me shocked, everybody,

because again, it's not even, it's not

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even a concept that I had ever thought of.

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thought about.

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It didn't even cross my mind.

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And I don't know why, to be honest,

because you know me, when it

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comes to admin, I'm all about ease

and I don't want to be bothered.

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So that's a pretty interesting, that's

a pretty interesting approach to it.

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John: I think it is one that you

have to stay on top of as a coach.

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If you're going to do it, the last

thing you want is to be that they're

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getting the notification they get

of renewal is the bank alert telling

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them that the payment's gone out.

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That is not what you want because that's

usually the point at which they forgot

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about it or they suddenly don't remember

that there was an auto renewal and

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they're going to be pissed off with it.

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You don't want any of that.

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So, I've dealt with all that stuff,

dealt with all that stuff very early on

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in the game that it is worth, ideally

you want to have a notification a month

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out, two weeks out, the week before.

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And a couple of days before, and I know

it sounds like a lot, but that's the sort

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of stuff that you can set on autopilot and

so that they know that payment's coming.

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And then really in terms of renewal,

all you need to do as a coach

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is remind them that's coming up.

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And as we've said in other episodes,

as you rightly brought up, want to

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be checking in with them along the

journey that they're getting the

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benefit and value of coaching anyway.

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But.

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Maybe we don't necessarily want to have

that conversation as part of the are

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you going to renew with me as well?

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Because then it seems very like those

two things have to be having the

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same talked about in the same time.

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It's well, we can actually talk

about the value at other times.

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And we don't really have to

get into a new conversation.

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I find it's better, which

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Angie: listen, and I can't say that

I'm going to automatically, I'm

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actually signing on a new client today.

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I'm not sure if I would

throw that out there yet.

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I think I'd want to configure it to a way

that works for me because, I don't know.

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I don't, I have to, may

have to process and absorb.

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I think it's a great concept.

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So I'm definitely not saying

Oh, I would never do that.

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When I talk about reading, when

I think about renewals, a lot of

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coaches don't even think about that.

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Right.

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Which I think is why we're talking

about it today is that they really don't

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think about, well, I'll worry about that

when I get to it because to them it's

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like another whole sales conversation.

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So your idea kind of like eliminates that.

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But they do, they feel like,

I just got them to sign up.

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I'm not going to worry about renewing them

until the end, which is a fatal mistake.

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I think, because for me, which this

is, you and I talked about this earlier

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today renewal begins the conversation,

the renewal conversation begins at

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the very beginning of coaching, right?

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It shouldn't be.

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And this is a bad practice.

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It shouldn't be something that

we suddenly just bring up at

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the end of the last session that

we've got scheduled with them.

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It's too late by then they

are mentally gearing down.

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They are mentally gearing down because

they know it's coming to an end and

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there's a difference in their energy.

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Okay.

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The difference is when they

start coaching, they're excited,

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they're, they're like ramped

up, they're ready to go.

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But as they go through the journey,

if they go, Oh Angie, I have 12

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sessions with Angie and I'm at

session 10 and I always notice it.

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Session 10 is around

where they kind of start.

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I'm not going to say pulling away.

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But I don't think that they have

the same energy regarding coaching.

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So at that session, when I start

to see that shift, I absolutely

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will start talking about the value.

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I will start talking about, what the

challenges still are, because I think when

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we also, and I think you do this right,

do you have a package like my, some of

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my packages are no less than 12 sessions.

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I know where this is going to happen

with them and I don't want them

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to look at it like, this is great,

in these 12 sessions, I'm just

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going to be this brand new person.

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I tell them from the beginning,

these, this package is the first

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leg of the journey, period.

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I don't justify it.

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I don't lost my word.

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I don't justify it and I don't

promote it per se in that way.

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Okay.

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I just say this particular

space is 12 sessions and this

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is what I'll be covering.

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So I kind of think that.

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In the vein that you're talking about,

which it's not auto renewal, but I am

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already telling them that there's more.

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I'm already telling them that.

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And I know that, right?

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I know that there's going to be more.

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So that I think is the preparation,

how I lay the groundwork for what

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the expectation will be later.

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And

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John: is what we call seeding.

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You're seeding the future work together.

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Super important.

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Whether the clients I do in all have

an auto renewal generally in there

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for 16 sessions which auto renews.

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And so the very first session, the very

first session, we have a conversation

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about that because we're having a bit

more get to know each other and get

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into what they really want to work on.

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And also we're going to say, okay,

Wayne, and this is the first of

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our 16 sessions for this cycle.

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And remember that there is going to be

an auto renewal towards the end of it.

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Of course, we're going to stay in

contact about how things are going.

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No renewal is going to go.

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And I'll, I have to reassure this.

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No renewal is going to go

through unless you've agreed.

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Like we've checked, we will check it.

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You'll get notifications by email.

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You'll hear from me.

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If at any point you don't want

that, or we, I don't hear from

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you, then we're not going to.

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The auto renewal is not

going to get through.

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So if, for example, if you ever really

have that much of a situation where

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you're, where your clients kind of

disappear and they're not showing up

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for sessions that they booked in and

stuff, it happens from time to time,

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but if that's the situation and the

renewals coming up, I'm going to cancel

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the renewal because they're not going

to, there's a good chance they're

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not looking at the notifications.

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And also a good chance that when they

get the notification from their bank,

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they're going to be really angry with me.

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And

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Angie: and

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it's a pain in the butt for you too to

you know what, for you to give a refund?

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Aye aye.

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John: Yeah.

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Reverse reversing credit

card charges and stuff.

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It is, it costs, it ends

up costing you money.

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Angie: Right.

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John: Yeah, it's not good.

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It's not where you want to be.

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Angie: Well, interestingly, so I don't

make it, and I wanna make sure that I'm

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being clear I don't sit here and vomit

renewal from the very beginning, right?

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Although it's A reference to I will,

if I find an opportunity, I want

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to be clear about this as well.

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If I find it a genuine opportunity to

reference it, then I will reference it.

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One of the things I think I've said

this to you, one of the things that I do

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toward the end of those sessions though,

and this is important for me to do as

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a coach with the client as well, is.

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I kind of give them a little bit of

that homework assignment and I'm, I

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asked them specifically the second to

last session to go back through their

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notes and the notes that I've sent them.

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Look at the journey.

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I want them to read it like a book

almost like here's chapters, right?

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Look at it in terms of chapters.

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I am telling you unequivocally.

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Every single time I have never, ever

had a client come back and go, yeah,

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I didn't find that to be valuable.

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They come back and they're shocked.

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Yeah, they're shocked.

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They're excited and they

actually see, right?

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This is how I get them to visualize

where they started, where they are and

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I'll ask them, so look at the journey.

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What do you think is most

important to come next?

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Because I'm getting them

to buy in, so to speak.

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I'm getting them to kind of

look at this as a longer, right?

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I can tell them at the

beginning, but until they see

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it, they're not really buying in.

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They're not, they're just Hey, let's

just get started and see how things go.

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So that has been a specific

tool that I have used that has

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absolutely brought that value.

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And really help them to see their journey

in front of them because they forget.

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Yeah.

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John: The principle.

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of hedonic adaptation, right?

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If you've read Thinking,

Fast and Slow, great book.

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We normalize growth, achievement, or

positive or negative developments in our

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lives within a couple of weeks, generally.

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That becomes our, it's

just our normal now.

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So, like, all the good stuff that

you achieve with your clients, unless

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you actually, Recap stuff with them,

or get them to recap their journey.

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They're not really going to

see the full growth journey.

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They're not going to really

relate back to where they were

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because this is their new normal.

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And it feels like you've

always kind of been there.

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You've always been that way.

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And it's just not the reality.

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But you're right, we don't need to

harp on about renewals because then it

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just becomes a bit pushy and like any

sales kind of pushiness, people tend

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to have a lot of resistance to that.

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For me, it's part of, in the very

first call, it's part of the logistics

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for how we're going to work together.

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That's where that piece comes up.

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We don't spend very long on it.

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I'm going to talk about it.

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I don't fully expect that they're

going to remember in two months

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time that we talked about auto

renewal as part of that logistics.

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But then I don't also expect

that they're going to remember

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everything we did say on that call.

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So, there possibly is stuff that

could do, I could do on top of that

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to really secure those logistics.

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I probably would be good to actually Think

about this now I think I will implement to

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send out a follow up email after we've had

that call saying, Hey, look, here's just a

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reminder of the logistics we talked about.

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Remember, there's going to be, even then

it's not foolproof, but we just were those

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things that helped them to recall that.

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And also when you get the thing

of, Oh I didn't realize this

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was an auto renewal program.

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As I know, we talked

about this and here it is.

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I sent to you all this time ago.

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So, it's easy.

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I know it's easy to forget about

these things, but at least you

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can show that you talked about it.

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But yeah, we don't want to harp on

about it, but as a coach, you need to

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be thinking about it and you need to

be thinking about the lifetime value.

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Because we've said before, we've had

clients like, I think generally for

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me, the sort of average client length

has been in most coaching situations

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around three years of working with

somebody, which is pretty decent.

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But certainly I've had some that have

been five years, seven years, even one

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up to 12 years, it's like the lifetime

value of a client can be enormous.

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Angie: I mean, listen, this is

and here, let me bring out the

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uncomfortable part of this.

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Which is the business side of it.

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Now I would say to you that I

don't know if you've ever had this

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experience, but one time I opted not

to renew a client that wanted to renew.

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And it was a lot of money and I

said no and the reason why was

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because I don't know if it was

because the client was really just

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against, everything was a challenge.

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Everything was a challenge back at

me, and I kind of had to say this,

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it was a very, it was very draining.

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And it was funny because I didn't

pick up on any of the abrasion

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during the discovery call.

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I thought that we were

going to be a good match.

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And at the end I said to this client this

has been great, this is what we've done.

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And I still do the same thing.

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I still did.

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I knew I didn't want to renew.

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I went back, I made them

look at the journey.

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And I gave them some options, I w I

would like to, refer you to somebody

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and they were kind of flabbergasted.

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What do you mean?

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Like we've done this work.

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And I felt a little bit guilty because

I felt like I was leaving them in the

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lurch and I told them flat out, I kind

of feel like maybe there's a better

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fit for you with a different coach.

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And I did make a referral.

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I gave them two referrals, actually talked

to these people, and they were like,

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well, why don't you, they finally asked

me, why don't you want to work with me?

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And my answer was, I don't think I'm

going to be able to bring you the

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value that you are actually capable of.

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There's something missing.

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And I want to make sure that

you are best taken care of.

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And I, again, it wasn't in the moment.

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It was very difficult because I thought

I, what I tried to do was plan out

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like every response I could give.

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And then I thought, well, you'd

have to be able to tell them why.

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And so finally I said to them, do

you think, let me ask you honestly,

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do you feel like you showed up as

you're at, as you're super intentional

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for every session, prepared for

feedback, prepared for all the

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things that I did that you asked for.

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By the way, you wanted more challenge.

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I gave you more challenge.

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I'm getting into this for a minute,

but, and they were like, you know

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what, I kind of had to turn it around.

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I had to ask them to reflect.

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Because in their eyes, it was like, we

were connectively the greatest thing

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since sliced bread, and we were not.

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I didn't want to say to them

you're fucking exhausting.

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I have a feeling that's not

gonna make it out there.

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But I could tell a lot of my sessions

are exhausting, but mostly In a deep way.

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So there was just something that

wasn't working and I knew I did

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not want to work with this client,

but I also wanted to make sure that

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their feelings didn't get hurt.

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So I really had to, I even said to

them, even though we've done great

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work, like that doesn't mean that we

that this is the best fit for you.

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So I really had to shift that.

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But so that, that happened one

time where I was like, no way,

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I'm not doing this anymore.

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but I feel like I get really deep into

it with my clients and even though we

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talked about like rapport and where

do we draw that line, I get excited

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about people's journeys, right?

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Cause I start to visualize it.

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And it makes it so easy for

me to have that conversation

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because I'm genuinely excited.

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About it.

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So, of course, I hate the, and this

is where your concept, I think,

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might come in, is, well, okay, so now

let's talk about credit cards again.

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It just, to me, feels awkward because

I've now built a relationship with

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them of trust and all the things,

but now I have to go back and say,

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okay, credit card number, please.

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John: And those money conversations

are the other ones that coaches

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tend to struggle with the most.

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Which is why I think if you can

bypass it and set up a more automatic

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system and it's not going to be right

for everyone to do it, you're going

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to have to make your judgment as to

whether it's the right or effective

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thing to do for you and your clients.

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But it does bypass that.

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Not completely.

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You may still have a situation where

you're trying to process their card

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for renewal, and it doesn't go through.

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And that could be a number

of things like that.

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Sometimes the bank rejects it because

unexpected payment to them they haven't

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told the bank it's coming through.

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Sometimes it's that they've changed their

card or they've updated it or whatever.

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It could be any number of things.

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So you still have to then go back to it.

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If you have a VA or assistant or

something who can do that's something

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I would definitely try and get,

pass off to someone else so that you

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don't have to have that conversation.

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That email guy that, hey, look,

let me know when you're around.

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We need to update your card details

or be able to give them a form.

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Or a box to do that more automatically

so that you don't really have

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to be a part of that process.

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And it's kind of good for you as the

coach to not really If you can, to not

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get into that sort of conversation that

you're also the salesperson and the coach

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:

is that sometimes it's an unavoidable,

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:

Angie: I, yeah, I have to tell you,

the more clients I get, the more I

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:

couldn't agree with that statement

more because I feel like it just

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:

changes again in the beginning.

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:

Nobody knows anybody yet.

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:

So it is a little, it is transactional.

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Our relationship in the beginning

with them is very transactional.

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And even though we're not the best of

friends and we're not having coffee

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:

per se when we've talked about this,

I've had clients tell me things

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:

that they've never said to another,

never breathed to another human.

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:

So there is rapport there.

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There is a relationship.

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:

And I feel like in those moments it

gets a little bit more uncomfortable

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:

to say, Hey, by the way, John sorry,

but your credit card didn't go through.

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Do you have another, because

now I'm changing the dynamic.

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:

I don't like it.

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:

Right?

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:

I don't like having to shift that

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:

John: Yeah, and there's, and I've had

stuff with clients before, whereas

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:

I'm , you can see the fear coming up

in their eyes of, are we shit, are we

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:

gonna need to do some coaching about

this because my card just go through it.

381

:

It's that.

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:

It's just awkward.

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:

And anything that's jarring to

the coaching relationship, if

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:

it can be avoided is better.

385

:

So, so whilst there's the auto renewal

thing sound, some people hate it.

386

:

Some people don't like it but

nearly always get people to agree.

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:

Unless there's always going to be those

clients who say, I'm not happy with that.

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:

I'm not prepared to be on

an auto renewal system.

389

:

Fine.

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:

Take them off it.

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:

But they're probably, but they're

probably only going to be a handful of it.

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:

It's not worth having an argument about.

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:

As I, if you're not comfortable

with it, that's fine.

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:

Just say, and we'll take

you off auto renewal.

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:

But for ease.

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:

of for ease of flow in the coaching

and to keep things continuous and to

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:

get to a point where we don't have

to have any gaps in your coaching

398

:

or be having any processing issues.

399

:

When it comes time to go through if

that's all been set up to go smoothly

400

:

and you get notified and informed by

emails and by me then there's no, there's

401

:

going to be a continuous flow to your

coaching and it's going to benefit you.

402

:

It's going to be easier for all of us.

403

:

The same as you don't really.

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:

Any kind of membership thing you

have, if you had to, if you had to

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:

pay into your credit card details

for Netflix every single month,

406

:

it would be a pain in the ass.

407

:

Right?

408

:

So, so they give you.

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:

Angie: 15 a month versus 6, 000,

12, 000, like whatever that is.

410

:

Like it's a big, I think it's a big, like

I feel like if I were to get, And I'm

411

:

being, again, I'm being devil's advocate.

412

:

I'm like, okay, how would I feel

on the opposite side of that?

413

:

I think that you get away, you get, it's

easier to kind of Make that the structure

414

:

because you are, of course, talking about

it in the beginning and you're setting

415

:

it out like right there, here it is, the

table is set and it's all ready for you.

416

:

But I do think the big difference between

that hesitation, maybe for them, might be

417

:

that it's not a 15 renewal or 30 renewal,

418

:

John: Well, maybe it's maybe

it's, the golf club or the private

419

:

members club or whatever it is

that has a much higher membership.

420

:

I would still much rather have

a, an email or a letter saying,

421

:

Hey, your renewals coming up.

422

:

You don't need to do anything

unless you want to cancel.

423

:

I'd much rather have that.

424

:

And have a continuous flow.

425

:

It's okay, I don't actually need to do

anything other than take notice that

426

:

you've advised me that I don't need to

do anything unless I want to cancel.

427

:

Angie: Yeah.

428

:

Yeah.

429

:

Yeah.

430

:

Yeah.

431

:

No.

432

:

And I think that's a great approach

because I think I've seen coaches that I'm

433

:

training that I've trained, they fall off.

434

:

They lose a tremendous amount of

business at that renewal point.

435

:

Right.

436

:

When you have Transcribed The warmest,

this is what you need to think about.

437

:

This is the business side

of the business, okay?

438

:

Is that you now have the warmest

lead you could have because

439

:

they've already experienced you.

440

:

So of course you want to take advantage

of the opportunity and I don't mean that

441

:

we just want to keep renewing people

because I told you I've said no, right?

442

:

If it makes sense, obviously too,

if somebody in session seven, they

443

:

loses their job and they're

struggling to put food on the table.

444

:

I still have a renewal conversation

with them, but it's very different.

445

:

How do I know?

446

:

I've had that.

447

:

I've had that happen.

448

:

I actually had that

449

:

happen twice.

450

:

So it's a different conversation.

451

:

I don't even want them to renew unless

they're like, and one of them did it.

452

:

And one of them was like, Oh no, I

need you to help me get past this and

453

:

into the job and onto the next thing.

454

:

And they were willing to just

keep going and that's up to them.

455

:

But it's you the point that I'm

making is that you have this

456

:

very warm relationship by now and

this is your golden opportunity.

457

:

You have a much higher chance of

somebody renewing with you than going

458

:

out and finding another cold new person

to fill that space in your calendar.

459

:

John: and I think realistically, anything

you can do to reduce the friction in

460

:

continuing a coaching relationship is

going to benefit you and your clients.

461

:

So, which is why Kind of like the

processes we're talking about.

462

:

I love what you say particularly

about getting them to review the

463

:

work that you've been doing together.

464

:

Because, if you are waiting until kind

of penultimate or last session, to

465

:

have that conversation with them, they

then have to remember in the moment.

466

:

And I don't know about you, how

good are you at remembering a whole

467

:

journey you've had especially?

468

:

In the moment, or I can sometimes

forget what I walked into a room for.

469

:

How do you expect me to remember all this,

470

:

Angie: Where's my

471

:

John: this on,

472

:

Angie: I'm talking on it?

473

:

John: yeah.

474

:

Where are my glasses?

475

:

Oh,

476

:

Angie: Right.

477

:

John: All these kinds of things, but we

just, we're just not that good in, in

478

:

the moment of remembering everything.

479

:

So you're more likely to think.

480

:

Oh, your thoughts are far more

likely to go to, Ah, this is

481

:

actually quite expensive, isn't it?

482

:

Rather than thinking

about the value of it.

483

:

Yeah.

484

:

You just think about the price of it.

485

:

And those two things are different.

486

:

Angie: Well, another thing that I

do, because I don't know about you,

487

:

I've seen this a lot today, huh?

488

:

But I have experienced, I do experience,

I should say, often clients saying

489

:

to me Angie, what do you think?

490

:

Like they're looking for my opinion

491

:

or no.

492

:

Just in general, across the

journey, there'll be, it can be any

493

:

situation in that or circumstance

and they'll say, what do you think?

494

:

Or, sometimes they even

do ask me for validation.

495

:

Do you think I'm doing okay?

496

:

Like by coaching is some kind of task.

497

:

So I'm like, so I don't ever go there.

498

:

I always turn that right back and

say, I am not here as that I'm here

499

:

to be objective and to help you.

500

:

However, they also find value that when

I ask them to go back and do that review,

501

:

I do it as well because I am not all

knowing I forget where my damn glasses

502

:

are when they're right on my face.

503

:

Right.

504

:

So the reality is I give myself

that opportunity as well.

505

:

And when we get into that

conversation, I'm excited.

506

:

And I tell them, I am going to be

sharing some of what I observed

507

:

as your coach in terms of.

508

:

epiphanies, like whatever the word

is, like depending on the person

509

:

and advancements that they've made.

510

:

So I let them speak first and tell

me like, what do you think your top

511

:

three really great advancements were?

512

:

And what do you think your

biggest challenge is right now?

513

:

Give me, what is that?

514

:

I don't even ask for three, one, what's

your biggest challenge right now from

515

:

this point, this leg of the journey.

516

:

And then I'll go back and say, well, if

and I tell them in advance, I'm going

517

:

to come into that session next time.

518

:

And I'm going to tell you what I've seen.

519

:

They love that.

520

:

And I'm very careful.

521

:

of not patting them on the back

because even that is a judgment.

522

:

It's a positive, but I'm

not here to validate them.

523

:

Remember that.

524

:

So I will be very structured about it, but

they love that I see what they've done.

525

:

And they'll ask me, and I'll tell them

what I think right now if, Objectively,

526

:

what I see today is the biggest challenge.

527

:

And they love that because

now it's like, You see me.

528

:

It just has changed the relationships

I've had with people because I'm not

529

:

telling them like, you did really great.

530

:

It's not for me to say if it was great.

531

:

Maybe to them it was fantastic

and they think great sucks.

532

:

I don't want to see things

that are going to set them off.

533

:

So I think it's just a really

good opportunity to show them

534

:

a vision of what could be next.

535

:

John: Well, you regularly mention

the analogy of being the pace car

536

:

as the coach which is good because

you're not the referee, you're not

537

:

the judge, you're the pace car.

538

:

So, not here to give you the red card or

the yellow card when you go on a track.

539

:

I'm not here to blow the whistle.

540

:

I'm not here to hand you the cup

or hold up the scorecards for you.

541

:

It's here to help you pace along the

journey and get where you're going.

542

:

Which is far more appropriate, but those

conversations are important to navigate

543

:

in that kind of way where you should.

544

:

And I know that in the truest form of

coaching and ontological coaching, you

545

:

don't really say those things to clients.

546

:

I know that.

547

:

But but, if you have that kind

of rapport and relationship with

548

:

a client, you can say to them,

Hey, look here's where I see it.

549

:

And this is from my perspective,

you may or may not agree with it.

550

:

And I think you do have to frame it

up in that sense, but I'm willing

551

:

to, but I'm willing to give you

what I see if it's a value to you.

552

:

Ultimately it is what and what

you think that matters the most.

553

:

But if it's helpful to you, here you go.

554

:

Angie: No, absolutely.

555

:

I mean, listen, I wouldn't recommend that

tactic I think with newer coaches until

556

:

you really know how to navigate the words

and the conversation and feel, know who

557

:

you're talking to, know your audience.

558

:

So I don't highly recommend that

to somebody who's newer yet.

559

:

But getting used to having

objective conversations,

560

:

obviously, is what we do, right?

561

:

And not wanting to tell somebody, even

though you could see the writing on the

562

:

wall right in front of them, here it is.

563

:

It's not always what isn't

always what's best for them.

564

:

And that's the bottom line.

565

:

You have to know that it is their journey.

566

:

It's not your journey.

567

:

So

568

:

John: Yeah, that should always be, that

should always be in the coach's mind or

569

:

Angie: Sure So I think that renewals are

you know, I think a little bit of you

570

:

know I make the joke to the coaches that

I train like Oh, by the way, if you don't

571

:

want to have a coach renewal, i'll send

them my way and i'll give you a referral

572

:

Get used to having the conversation.

573

:

Don't give away The opportunity that

you've created to somebody else, don't

574

:

do that, make the best of it, and even

come up with some kind of a framework,

575

:

if you want, like John and I have been

talking about how we do things, right,

576

:

how we're having these conversations,

he's setting up an auto renewal, but

577

:

there's a conversation around that

some best practices, and I feel the

578

:

same, that You remember that they are

a warm lead, even though they're the

579

:

client, their next round of coaching

you're making, this is a lead for the

580

:

next spot on your calendar to fill it.

581

:

Why would we squander that?

582

:

It doesn't make any sense.

583

:

So having something in place, I think.

584

:

I think it's very important.

585

:

Sorry, I just choked on myself

as I'm drinking my coffee.

586

:

John: stay.

587

:

Stay with us.

588

:

Stay with

589

:

us.

590

:

Angie.

591

:

Angie: I'm trying

592

:

John: Give yourself a pat on the back.

593

:

Yeah, for the renewal

stuff is really important.

594

:

Have this in mind because unless you

have a kind of program or process,

595

:

that's really only gonna last.

596

:

Three months, four months,

six months, whatever.

597

:

And that's kind of the end of it.

598

:

There's no real need for a

new, although, okay, fine.

599

:

This isn't something you

need to worry about so much.

600

:

I mean, perhaps want to be thinking

about referrals rather than

601

:

renewals to make sure that you're

getting that additional value.

602

:

refer to our episode

about referrals as well.

603

:

But other than that, you do want

to think about what's the potential

604

:

lifetime value of a client if you do

have a kind of coaching process that

605

:

could go on and on for them and make

that as smooth and frictionless for

606

:

you and them as you possibly can.

607

:

It's going to enhance your

coaching relationship.

608

:

So let's look for the ways of

how can you make this as easy and

609

:

smooth without even beneficial.

610

:

I think those reviews Of the journey

are really beneficial for them and

611

:

for you as well, because coaches

as coaches, we can often find

612

:

ourselves feeling a bit, a little bit

unappreciated in a good kind of way.

613

:

That's so weird.

614

:

I know, but part of our goal is to help

people achieve their outcomes and we want

615

:

them to feel that they did it, but we also

do want them really to recognize that we

616

:

helped, we were there on the journey with

them and that was beneficial to them.

617

:

So, sometimes that can be forgotten

unless you help them to see that

618

:

journey that you've taken together

And that's where you come in.

619

:

So, you know What else you might think?

620

:

Oh, well that's kind of ego stuff

like that You don't want them to

621

:

forget that you are the person who

helped them on that journey as well

622

:

Angie: Absolutely.

623

:

I mean, I can understand why it might

be perceived a little bit as ego,

624

:

but.

625

:

I would say for most of the

clients that I've, and I don't

626

:

know why or how this happened, have

coached with other coaches before.

627

:

And I always ask that in my discovery

call, have you ever coached before?

628

:

Was it, within your organization,

career coach what did you do?

629

:

Who'd you do it with?

630

:

And I always ask, what

did you love about that?

631

:

What did you really get out of that?

632

:

Anything, and now I'm thinking

to myself too, well, they're

633

:

not with that person anymore.

634

:

What happened?

635

:

But I don't want to be like, so what did

you what didn't work, but I want to know.

636

:

So if you let them talk long

enough, about what they loved and

637

:

liked, what did they value from it?

638

:

Whatever word you use they'll

tell you, but they'll go, Oh, John

639

:

was great or Andrew was great.

640

:

And this is what I did.

641

:

And that's where you need to focus, right?

642

:

When they say, but, because inevitably

it's going to come up, it's going to

643

:

tell you why they did not renew with that

last person, if that was their experience

644

:

that they did have some coaching before.

645

:

John: You want to be like

mixed a lot and like big butts

646

:

I like big butts and I

647

:

Angie: Oh, geez.

648

:

I know the song.

649

:

I'm trying to see the freaking connection.

650

:

But

651

:

we like big buts.

652

:

Yes, I caught on.

653

:

I'm a little slow.

654

:

Wait,

655

:

what time?

656

:

Okay, it's only,

657

:

It's 5 57 a.

658

:

m.

659

:

for me.

660

:

Give my old brain a minute

to just wake up and catch up

661

:

because what time is it for you?

662

:

Like one, one o'clock?

663

:

John: it's coming up to three

664

:

o'clock in the afternoon for me, but

665

:

Angie: Bye for now.

666

:

John: how about you, as you're listening

to this and all the stuff we talked about,

667

:

what questions do you have about renewals?

668

:

What stuff is going on for you?

669

:

Do you do things in a different way?

670

:

Or have you got some ideas for some of the

stuff that we've talked about, how you can

671

:

make your renewal process a bit better, or

maybe even to implement a renewal process.

672

:

If you haven't had that before,

we'd like to hear from you.

673

:

As your thoughts and your actions

regarding what we talked about today.

674

:

So you can leave us a

voicemail, go to speakpipe.

675

:

com forward slash the

coaching clinic podcast.

676

:

We would love to hear your voicemails

and you can leave that for free.

677

:

It's all online.

678

:

It's all free and we look

forward to hearing from you.

679

:

But in the meantime, we'll be back

very soon, perhaps same time next

680

:

week with another awesome episode.

681

:

So we'll look forward to seeing you then.

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Show artwork for The Coaching Clinic

About the Podcast

The Coaching Clinic
The HEart of Coaching from learning to client sessions, starting to scaling, we've got you covered.
She's direct and he's diplomatic but Angie Besignano and John Ball are both successful coaches with years of coaching experience and very different delivery styles.
Each episode will tackle a different coaching problem from both styles of coaching, with occasional guest coaches and audience interaction. We're going to have some fun digging into your biggest coaching challenges and helping you become an even better coach.

About your hosts

John Ball

Profile picture for John Ball
From former flight attendant to international coach and trainer, on to podcaster and persuasion expert, it's been quite the journey for John.
John has been a lead coach and trainer with the Harv Eker organisation for over 10 years and is currently focused on helping his clients develop their personal presentation skills for media and speaking stages through his coaching business brand Present Influence.
He's the author of the upcoming book Podfluence: How To Build Professional Authority With Podcasts, and host of the Podfluence podcast with over 150 episodes and over 15,000 downloads John is now focused on helping business coaches and speakers to build a following and grow your lead flow and charisma.
You can now also listen to John on The Coaching Clinic podcast with his good friend and colleague Angie Besignano where they are helping coaches create sustainable and successful businesses, and the Try To Stand Up podcast where John is on a personal and professional mission to become funnier on the stage and in his communication.

Angie Besignano

Profile picture for Angie Besignano
With early beginnings as an entry-level manager in the sales industry, Angie has spent more than 3 decades building her knowledge and expertise to create her master coaching and speaking brand, AngieSpeaks. After climbing the professional ladder, she started her own company and decided to focus her practice on High Performance Coaching. In doing so, she challenges individuals to elevate and grow, no matter what level they are at currently in their personal or professional lives.
Angie has created a strong following through her “tough” but “pragmatic” approach and challenges her clients to find the space that is holding them back the most. In doing so, their outcomes not only compound, but take root, so that results can be permanent. The tools she provides work in the “real” world and show up in their first interaction.
Angie has an unwavering passion toward the journey that fosters a true transformation for those that work with her. She delivers her content and speaking engagements with an authentic enthusiasm and curiosity that creates trust and rapport, allowing for a heightened experience.