What's really behind your customer retention problem? In this episode of The Scalable Expert, Tara Bryan shares a candid observation from inside another expert's high-level program — and the "aha" moment that reminded her why a clear customer journey isn't optional. When customers can't see the path they're on, they drift. They disengage. They don't ascend — not because your training isn't valuable, but because they've lost the plot.
Tara breaks down the difference between random acts of training and a true Signature Pathway, and why designing the customer journey first is the foundation of real customer retention and scalable growth.
In this episode:
Ready to find out if your customer journey is holding back your growth? Take the free Scalable Expert Audit → https://thescalable.expert/scalable-expert-audit
Tara Bryan is the creator of the Infinite Scale Method™ and host of The Scalable Expert podcast. She helps expert business owners, coaches, and consultants turn their expertise into a scalable business built on a signature framework and systems that deliver results without requiring more of their time.
Learn more at www.thescalable.expert and www.taralbryan.com
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The Scalable Expert Audit reveals exactly where you are in the Infinite Scale Method and what to do next. Five minutes. Instant results. Take the Free Scalable Expert Audit →
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Hey, everybody.
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:Welcome to season three of The
Scalable Expert podcast, the show for
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:established expert business owners
who are maxed out on time and ready to
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:find the scalable impact of their work.
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:I'm your host, Tara Bryan, founder
of The Scalable Expert and creator
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:of the INFINITE SCALE™ Method.
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:If you've built a business around
your expertise but feel stuck
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:in the time for money trap, this
podcast is your path forward.
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:Each week, I'll share stories and
strategies and shifts to help you
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:step into a new scalable business
model by declaring your authority,
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:packaging your expert framework, and
streamlining your offers and systems
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:to ultimately become a Scalable Expert.
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:Because it's not about working
harder, it's about building smarter.
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:All you need is one signature expert
framework, and you can deliver an infinite
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:amount of ways to be able to scale your
business, your impact, and your income.
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:All right, let's get started.
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:Welcome to today's episode of the
podcast, I am thrilled that you're here.
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:Hey, I had this happen today and I
had to jump on and record this right
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:away because it was such a good
reminder, and so it may be something
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:that's helpful for you as well.
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:So I was attending a training with one of
the coaches that I have and, and she's a
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:very successful business owner, I would
say she's high seven figures, maybe low
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:eight figures at this point, teaching
her version of Signature Frameworks.
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:And hers is, was, slightly different but
it was fascinating to me because I was
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:listening to her, and it's a multi-day
training that she's doing and, and so I,
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:I love listening in to this kind of stuff.
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:Anyway, she started talking about
signature frameworks and how to put
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:them together and what to look at.
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:And I'll tell you that one of the
things that I struggle the most in her
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:program is that I feel like I'm not
exactly sure where I am on the path.
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:Right?
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:You, you know, you've heard me talk about
the customer journey and how important
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:it is to be really transparent about that
signature pathway for your customers,
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:so they know exactly where they are.
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:They know how they're getting
from point A to point B.
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:You're showing them the steps
for them to get there, right?
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:It's like when you're driving across
country, you don't just jump in the
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:car and go, even if somebody in your
ear is saying, turn here, do this, go
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:to this town, do this stuff, right?
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:You still wanna have the map, right?
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:Adults like to see the big picture.
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:They like to know what is happening.
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:It builds trust, it builds transparency,
and it builds confidence that not only
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:do you have what they need, but that they
believe that they can do what they need
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:to do to get from point A to point B.
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:I've been in her experience for
a while, and one of the biggest
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:things is like, where am I?
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:And she's doing this training and she's
doing that training and she's introducing
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:this and she's introducing that and
she's all, always present, right?
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:She's always doing some type of training.
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:The challenge is, I call it
random acts of training, right?
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:Because I show up and I'm like,
this is super interesting and super
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:helpful and I could apply this.
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:But what happens is I
have lost the big picture.
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:And so anyway, so she's teaching about how
to think about your signature framework,
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:how to create it, how to take your
genius and really build the foundation
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:that helps your customers go from where
they are today to where they wanna go.
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:All of that's great.
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:All of that is exactly on point for
how I would describe what somebody
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:needs in order to really have a
strong foundation for their business.
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:What was interesting, however, is
that she was teaching people how to
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:reverse engineer the whole process.
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:So she was starting with the detail
and then, helping people use AI to have
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:AI create the bigger picture based on
all the detail that they have used.
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:And I thought it was fascinating, not
because it's the wrong approach, but
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:I thought it was fascinating because,
when she finally revealed that this
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:is the way that she was doing it, I
thought, huh, that is fascinating.
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:So she took her expertise and what she
focused on in terms of, she calls them
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:her authority codes, and so taking her
sort of intellectual property that she's
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:created around these different topics that
she is an expert in or she's developed an
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:expertise in, what she was saying was take
all of those and then see what happens.
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:See how the big picture
starts to formulate.
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:And then create a big picture around
all of these things that you've created.
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:Which is fascinating, right?
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:So it's really reverse
engineering the process.
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:So if you're a detailed person and
you are in the weeds, this may help
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:you get out of the weeds and see what
you're doing from a 10,000 foot view.
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:So it, there, it's not
necessarily the wrong activity.
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:The challenge is that very easily you
lose sight of the customer, right?
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:Because really the whole thing is
really about the customer's journey from
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:point A to point B, and you've defined
that you are the expert to help that
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:customer go from point A to point B.
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:So it's really about the person that
you're helping and the journey that
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:they're taking to get to that result,
regardless if you're doing it for
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:them or they're doing it themselves.
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:And so I would argue that
you start with a customer.
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:You identify your ideal customer.
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:You identify that ideal customer's
biggest problem and the result
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:that they are searching for, right?
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:What's that transformation that they want?
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:What's on the other side of that problem?
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:That becomes your
signature pathway, right?
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:You're the bridge from that
problem to that solution, and
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:then everything inside of that is.
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:The progression or the pathway or
the steps that you take them to go
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:from that problem to that solution.
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:That's where your
expertise comes into play.
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:So it's really not about packaging
all of the random things that
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:you've done and hope that there's
an overarching sort of theme to it.
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:It's really looking at it from
that customer's point of view and
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:then connecting how you can best
deliver that step to them so that
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:they can keep moving forward.
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:So I thought it was fascinating
because, so often I get one or two
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:sort of ways that people think of this.
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:One is, oh, it's so easy.
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:I already know what my thing is.
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:Great.
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:Most of the time you have an idea of kind
of that through line, that pathway that
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:you create for people, and maybe you've
been testing it over time, right, I mostly
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:work with people who have established
businesses, and so they have some sort
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:of method to the madness of how they do
things, so it's a little bit easier for
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:them to identify what that looks like.
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:But if you are in that place where
you're just like, I do all these things
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:and some of them are connected, some
of them aren't, I don't really know
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:how I do what I do most of the time.
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:It's just like I pick a topic
and I go with it, or I create
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:an offer and I run with it.
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:And then you end up with lots of offers,
lots of ideas, lots of ways you're helping
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:people, but not one cohesive pathway.
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:And so it, and so I am just
fascinated 'cause I, I, this
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:again, this just happened today.
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:I really wanna reach out to her and just
be like, you know, that there's an easier
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:way, than sort of this approach of trying
to find out what your genius is based on
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:all of the random things that you've done.
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:I bring this up for that, right?
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:If this is something that you're
struggling with, if this, if you
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:are, weeds and then you get back
to the big picture kind of person.
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:Great.
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:That may help you identify what it
is that you're doing and all the
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:parts and pieces and see if you
can find that 10,000 foot view.
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:Or if you're like, okay, so I
feel like I have the big picture.
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:I have all the parts and
pieces that fit in there.
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:I'm not sure the order, I'm
not sure how that all works.
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:Go back and look at your ideal
avatar and put them on the path.
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:And what are the, what's the way,
the best way that they need to go
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:through that so they can get through
it easier and faster and better, right?
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:That's why they hire you
is for your experience.
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:So you're kind of putting your
little character on the path and, and
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:looking at it from that perspective.
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:That will help you simplify and
get yourself out of the sort of
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:random acts of training, random
acts of unconnected offers, right?
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:And if none of that works, give me a
shout because that, again, this is my
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:superpower, this is what I do every
single day for people, is to help them
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:sort of take it out of their head and
put it into a structure that really
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:is simplified for themselves, for
their business, for their team, and
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:most importantly, they're customers.
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:Because here's what happens.
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:Here's the second thing I wanna say
about this, is that, and I'm seeing
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:it in her program, which is why I am,
I'm mentioning it, but what happens
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:is when I go to the training, I'm
like, these, this training is great.
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:This is super valuable.
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:All the AI stuff she's
giving us is super valuable.
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:There's all sorts of
value that's happening.
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:But at the end of the
day it's not connected.
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:And so I keep saying, okay, this is great.
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:And then I do, and then I do that, and
then I do this activity, and then I
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:do this other activity and I'm like,
all this is really great, but I don't
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:know how they're all connecting.
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:I'm, I've lost the plot and
so when she said that today,
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:I was like, of course I have.
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:Because she's not thinking about it
as the journey that I'm going on.
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:So what happens with that traditionally
is that then people don't ascend.
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:People don't continue in your world
because they're like, this is all
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:great and I'm taking up a lot of
time doing all of these things, but
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:I'm not getting closer to my goal
because I must be doing something
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:wrong, or I must be missing something,
or I must need this other thing.
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:And while that's great for initial
ascension, right, somebody may say,
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:oh I need to be in her inner circle
so I get more information, or I get
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:more of what it is I should be doing.
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:But what happens is it leaves that
bad taste in people's mouths, right?
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:Because they're like, okay, I joined this.
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:It's not any different.
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:I joined this other thing
and it's not any different.
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:Because the piece that's missing is
the game board, the map, the pathway.
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:These are the things that
I've been talking about on
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:the podcast for a while now.
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:But that's what's missing.
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:And so if I can see myself in the journey
and I can see how this training relates
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:to where I am on the journey, and I
stay focused on my, my personalized
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:journey, then I'm going to get to my
finish line, and then I'm gonna ascend.
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:Then I am going to keep working
with this woman and she is
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:gonna help me go to the moon.
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:But if she doesn't capture where I am
at the time that I am there, and help
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:scooch me forward on my path, then I
am not gonna continue working with her
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:because she's lost the plot for me, right?
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:She has her various things that
she's doing and she's making a lot of
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:noise and she's doing a lot of random
acts of training, which are great,
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:but they're not aligned to my path.
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:That is a difference between somebody who
comes into a program or comes into some
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:sort of experience and someone who stays.
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:So it's a really, it's a really fine
line, but from your perspective as a
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:business owner, from your perspective
as an architect of how you create this
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:experience for your customers that
the more you can dial in the, customer
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:journey, the better off you're gonna be.
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:Because that's when you
can really become scalable.
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:When everybody can drop in wherever
they are at the right place and go
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:on their path to get to the result.
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:But if you, if it's just like this
like noise, noise, noise, noise, noise.
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:It's like marketing, right?
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:If you're just marketing by showing
up and making noise, people will
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:see you, people will attend, but
they're not actually gonna take the
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:action that you want them to take.
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:They're not gonna get those results.
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:They're not gonna get to the goal or
the transformation that you've promised.
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:They may have some wins, but
they're not gonna get to the goal.
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:They're not gonna continue to
ascend with you because they
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:don't know how to get there.
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:And you'll see it in a
couple different ways.
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:One, you'll have turnover.
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:People will leave because they're
like, this is great, but it's.
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:A lot of time and I'm
still not doing anything.
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:You're gonna have, another group of
people who want your time and attention
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:and then you're gonna meet with them
potentially one-on-one or in a group,
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:and they're gonna continuously be asking
you the same questions and they're not
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:gonna continue forward on their path.
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:As an expert, this is very maddening
for, for all experts, right?
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:When you've answered the same questions
12 times and people aren't taking action.
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:They're not taking action, not because
they don't want to, but because they don't
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:see a, the clear path forward, right?
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:If you give them the game board
and the, and a pair of dice,
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:they know how to play the game.
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:But if you're not giving them those
things, then they're either waiting for
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:it or they're gonna say, I don't get it.
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:And then you have to
repeat yourself, right?
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:Which is what you don't wanna do.
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:Or they'll ascend and and then
just not actually do anything.
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:Which then distracts the other
people who are doing things.
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:So when you do this, it's so important
to get that 10,000 foot view correct.
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:So whether you come from the bottom
up or you go from the top down, it's
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:really recognizing that it's probably
actually somewhere in the middle, right?
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:But it's really looking and starting
with who your ideal customer is
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:and then building their journey.
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:That is where it starts, and that's
where, if you can stay focused on the
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:journey that person has, that is when you
really start to transform your business.
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:If you love this episode, give me a shout.
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:I would love to hear what your thoughts
are on this, and whether or not you've
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:been in any of these experiences, right?
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:Either the random acts of training
where you feel like you're getting lots
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:and lots of stuff, but nothing that's
leading you, directly down a path or a
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:really great experience where you feel
completely supported and you're able to
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:go from point A to point B very, very
quickly and with purpose and with all of
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:the support that you needed, either one.
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:I would love to hear about it.
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:All right, until next time.