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Is Your Vision for Your Life Connected To the Vision of Your Business?
Episode 2868th December 2022 • Course Building Secrets® Podcast • Tara Bryan
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Tara Bryan:

Hey, everybody, welcome to the course building

Tara Bryan:

secrets podcast. I am so thrilled to introduce Sherry

Tara Bryan:

Coffelt it today. And welcome to the show, I am so happy to have

Tara Bryan:

you here. Just to get us started. Tell us a little bit

Tara Bryan:

about who you are, what your experience is, and what brings

Tara Bryan:

you here today.

Sherri Coffelt:

I would love to do that. And first of all, thank

Sherri Coffelt:

you for having me be here. I'm excited about the conversation.

Sherri Coffelt:

So I have been in this crazy topsy turvy world of coaching

Sherri Coffelt:

consulting for over 20 years, it's hard to say that out loud.

Sherri Coffelt:

And I absolutely love it. I love supporting women to share their

Sherri Coffelt:

gift to do it in a way that it gives them that freedom and

Sherri Coffelt:

flexibility. It's why most of us started our business, right? And

Sherri Coffelt:

gives them that that freedom and flexibility to live their bucket

Sherri Coffelt:

list now and take your business with you. That's That's my big

Sherri Coffelt:

thing is that we get to avoid waiting until Sunday and

Sherri Coffelt:

instead, get clear on what our vision is for our business. And

Sherri Coffelt:

then or excuse me for our life, and then build our business to

Sherri Coffelt:

fit into that vision. So that's what I do all the time. I love

Sherri Coffelt:

supporting my clients to build a virtual business because then of

Sherri Coffelt:

course, it gives you more flexibility, right? And do it in

Sherri Coffelt:

a way that that generates the income that they want to live

Sherri Coffelt:

the lifestyle that they want to live.

Tara Bryan:

Yeah, very cool. So tell us a little bit about you

Tara Bryan:

personally, like how did you get into this work? And and what was

Tara Bryan:

your journey to sort of go, I assume that you are in maybe

Tara Bryan:

some sort of traditional brick and mortar kind of scenario, and

Tara Bryan:

then moved into, you know, really being able to step into

Tara Bryan:

more of a virtual lifestyle? What does that look like for

Tara Bryan:

you?

Sherri Coffelt:

Absolutely. Well, I started started my

Sherri Coffelt:

career out of college and corporate world, which so many

Sherri Coffelt:

of us did. And you know, corporate was really pretty good

Sherri Coffelt:

to me. But after about 13 years there, I really wanted to make a

Sherri Coffelt:

bigger, bigger difference. And, you know, ended up starting

Sherri Coffelt:

three businesses in my first year out of corporate, you know,

Sherri Coffelt:

from the frying pan into the fire as the saying goes. And

Sherri Coffelt:

over over the years, I was able to turn them all into multi six

Sherri Coffelt:

figures in one seven figures, business sold that the seven

Sherri Coffelt:

figure business and have been concentrating on my coaching

Sherri Coffelt:

exclusively for the last 12 years, I guess it is and had

Sherri Coffelt:

been coaching that entire 22 years, believe it or not. And

Sherri Coffelt:

you know, in that that time period, I had a lot of different

Sherri Coffelt:

variations of my business, I think that we have to be nimble

Sherri Coffelt:

as a business owner. And that as trends change, our businesses

Sherri Coffelt:

need to change, I have to remember I started my coaching

Sherri Coffelt:

business in 2002 1000. And virtual businesses didn't barely

Sherri Coffelt:

existed at that point. So I've seen a lot in in the two decades

Sherri Coffelt:

plus that I've been in business. Getting to where I am now, quite

Sherri Coffelt:

honestly was a bit of a knock upside the head moment. It was

Sherri Coffelt:

about six years ago now pre pandemic. And I was updating my

Sherri Coffelt:

vision letter, which is part of my process for my annual

Sherri Coffelt:

planning. And I had that that proverbial knock upside the head

Sherri Coffelt:

moment where I was looking at the vision letter I had done the

Sherri Coffelt:

year before. And the one I did was doing for this year, and

Sherri Coffelt:

realized that I wasn't living my bucket list. What I really

Sherri Coffelt:

wanted to do was travel full time. And yet I unconsciously

Sherri Coffelt:

grown my business very successfully, but was relying

Sherri Coffelt:

mostly on live speaking. So I was you know running around

Sherri Coffelt:

doing speaking from stage and getting client getting leads

Sherri Coffelt:

that I turned into clients. But it kind of kept me at least

Sherri Coffelt:

fixed to the US if not California at the time. And so I

Sherri Coffelt:

realized that I you know, I felt pretty out of integrity, I have

Sherri Coffelt:

to be honest, because I teach this whole process of getting

Sherri Coffelt:

clear on your envision and then having your business fit into

Sherri Coffelt:

that business, your business fit into that vision. And here I had

Sherri Coffelt:

unconsciously got me into a place where I wasn't doing that.

Sherri Coffelt:

So within six months, I completely changed my marketing

Sherri Coffelt:

strategy when 100% virtual, sold my house, put my stuff in the in

Sherri Coffelt:

storage and was traveling about nine months of the year

Sherri Coffelt:

internationally, taking my business with me. And that's as

Sherri Coffelt:

the intro I've not looked back. And even during the pandemic, I

Sherri Coffelt:

was able to keep doing some travel in the US and spend a lot

Sherri Coffelt:

of time with parents and family and friends and started

Sherri Coffelt:

traveling again in beginning of this year and I can't do it. I

Sherri Coffelt:

have no idea when I'm going to kind of get over the travel bug.

Sherri Coffelt:

I don't know if it'll be forever or not.

Tara Bryan:

Yeah, that's so cool. So So for our listeners, I

Tara Bryan:

think just to break that down a little bit, which I think is

Tara Bryan:

really powerful is is that you sort of you evolved right so as

Tara Bryan:

you went from corporate to starting your own thing to doing

Tara Bryan:

live speaking which I assumed sort of as the baby step to Oh,

Tara Bryan:

I'm gonna I want to travel more so I'm going to do live speaking

Tara Bryan:

in different cities. And then it was like Wait a minute, now I'm

Tara Bryan:

traveling for other people still not for myself. My business

Tara Bryan:

isn't serving me. It's it's sort of chaining me to travel Bakley

Tara Bryan:

that isn't really travel I want to be doing right, right. It's

Tara Bryan:

your Yeah. And so then just to sit and have that moment of, we

Tara Bryan:

have to shift, we have to pivot and then actually move into

Tara Bryan:

integrity. I love that I had a

Sherri Coffelt:

cell what I do, whatever point now I decide

Sherri Coffelt:

where I want to travel to. And then I reach into my community,

Sherri Coffelt:

find out who lives there, and find out how I can do speaking

Sherri Coffelt:

there. So then I can write off 100% of the trip.

Tara Bryan:

Well, yes, See, there you go. It all comes full

Tara Bryan:

circle. But yeah, you're so you're able to choose where you

Tara Bryan:

want to go. And then you know, you can work there. Because

Tara Bryan:

you've set up your life in order to work wherever you are,

Tara Bryan:

instead of, you know, having to be dictated by where you're

Tara Bryan:

going. So I love that. That's so cool. Okay, cool. So let's shift

Tara Bryan:

into your business and talk about, you know, how do you

Tara Bryan:

deliver to your deliver to your people, while you're able to do

Tara Bryan:

all the things? What does that look like? So courses, programs,

Tara Bryan:

one on one speaking, all those different things?

Sherri Coffelt:

Yeah, most of those things will be part of it.

Sherri Coffelt:

Yeah, I typically serve my clients in two ways. Excuse me,

Sherri Coffelt:

I just still do one on one coaching. I actually love

Sherri Coffelt:

working with people one on one. And I do believe that the

Sherri Coffelt:

fastest path to success is typically one on one coaching,

Sherri Coffelt:

when you could really go deep and have someone that's that's

Sherri Coffelt:

kind of hooking arms with you and with you step by step during

Sherri Coffelt:

the process. But I also believe in the power of small groups,

Sherri Coffelt:

and what I call hybrid courses. So yeah, most of my pro in fact,

Sherri Coffelt:

all of my programs, I've chosen not to sell Do It Yourself

Sherri Coffelt:

courses for a long time, because people, people just don't

Sherri Coffelt:

complete them. I mean, the statistics are less than 10% of

Sherri Coffelt:

people make it through the second module of an of a do it

Sherri Coffelt:

yourself online course. So what I do instead, is I use my

Sherri Coffelt:

courses, and I have three major courses, I use my courses to

Sherri Coffelt:

deliver information, that would be the same thing I'd say to

Sherri Coffelt:

anybody, pretty much no matter who's watching it, and I use the

Sherri Coffelt:

coaching part of it to really go deep answer questions, get

Sherri Coffelt:

engagement, have people learn from each other in the group

Sherri Coffelt:

programs that I do that are around a course, if you will.

Sherri Coffelt:

And really add the value that keeps people engaged, keeps

Sherri Coffelt:

people moving forward, and actually creating the

Sherri Coffelt:

transformation that they bought the course in the first place

Sherri Coffelt:

for?

Tara Bryan:

Yep, that's so powerful. One of the things that

Tara Bryan:

we focus on too, is exactly what you're saying is like, how do

Tara Bryan:

you how do you, you know, package as much as you can? And

Tara Bryan:

we are we even like talking about like, creating a virtual

Tara Bryan:

version of yourself, right. So it's not just information, but

Tara Bryan:

it's also the experience that you're creating for people that

Tara Bryan:

they can become successful, and have that transformation. And

Tara Bryan:

then you're enhancing it by being there, you know, to help

Tara Bryan:

coach them along the way. Have you found like, in your

Tara Bryan:

experience, those typically the that, like it's helpful for

Tara Bryan:

people, because my statistic is actually 97% of people don't

Tara Bryan:

finish courses. So giving them the benefit of the doubt. Yeah,

Tara Bryan:

you're Yeah, you're like, Yeah, though, you know, maybe some

Tara Bryan:

more people will, but most people don't. And the reason is

Tara Bryan:

that they need that guide, they need somebody to guide them down

Tara Bryan:

the journey. And if you can do that virtually, that more power

Tara Bryan:

to you, right, like, we specialize in helping people

Tara Bryan:

actually build a journey online that helps them progress, not

Tara Bryan:

just like giving them a bunch of stuff. But one of the things

Tara Bryan:

that I find so fascinating, and I'm interested to hear your

Tara Bryan:

opinion on this is it, it's it's beneficial for the learners, but

Tara Bryan:

it's also beneficial for the for the coach for the person who's

Tara Bryan:

teaching because more often than not, if you haven't, uh,

Tara Bryan:

something that's just all automatic, all automated, right,

Tara Bryan:

we're not serving your people in the way that you want to show up

Tara Bryan:

and serve your people. And so you tend to just like, then make

Tara Bryan:

more stuff, and then go, Well, I don't feel connected, I don't

Tara Bryan:

feel like I'm making a difference. And so it's actually

Tara Bryan:

for both it's for the for the person who's doing the coaching

Tara Bryan:

and training, and it's for the learner to have that hybrid

Tara Bryan:

model.

Sherri Coffelt:

I agree. 100%. And when I first started

Sherri Coffelt:

coaching courses, and I've had close courses for, I know, 15

Sherri Coffelt:

years or so at least more than that, anyway, for a lot of

Sherri Coffelt:

years. And and they were doing it yourself when I first

Sherri Coffelt:

started. And that's exactly why I switched to more the hybrid

Sherri Coffelt:

model because I didn't feel connected with the people that

Sherri Coffelt:

were buying my product. And then you know, I would look at what

Sherri Coffelt:

they were consuming. It's like wait a minute, you know, you're

Sherri Coffelt:

not opening the videos, you're not using the worksheets, and so

Sherri Coffelt:

I knew they weren't creating the transformation that they had

Sherri Coffelt:

spent their hard earned money to buy this course. And the reality

Sherri Coffelt:

is when people don't get results. We know human nature,

Sherri Coffelt:

right? Who do they blame? When they look in the mirror? They

Sherri Coffelt:

don't look in the mirror and say, I didn't take action. So

Sherri Coffelt:

I'm the one that is to blame. Too often they actually blame.

Sherri Coffelt:

Who they? Who sold them? The course?

Tara Bryan:

Yep, yep. And there's a little less visibility

Tara Bryan:

there. Right? Like, there's

Tara Bryan:

a responsibility there from us to say, how do we help help

Tara Bryan:

somebody get there? But yes, your your 100%? Right. And then

Tara Bryan:

do you find that like, when you first were doing it that way,

Tara Bryan:

then you would just like, poke in and like, check in and like,

Tara Bryan:

do all these little things anyway? Because

Sherri Coffelt:

even more of your energy because it's from a

Sherri Coffelt:

frustrated, almost anxious is checking in,

Tara Bryan:

how's it going? Exactly. Like, yeah,

Sherri Coffelt:

the other thing that I would say to that was a

Sherri Coffelt:

big shift for me, and there's so much technology out there now,

Sherri Coffelt:

that helps us around this is adding things into our courses

Sherri Coffelt:

that encourage engagement and encourage forward progress. You

Sherri Coffelt:

know, I have my courses on a platform that allows me to do

Sherri Coffelt:

reward points. And I have something I call Rapid Rewards.

Sherri Coffelt:

And so when people take action, that can collect points, and

Sherri Coffelt:

then they can turn those points into an extra call with me, or

Sherri Coffelt:

an invitation to a live event or whatever different different

Sherri Coffelt:

things they can use the reward points for, and people love to

Sherri Coffelt:

get those badges or reward points, right. So whatever you

Sherri Coffelt:

can do, to encourage people to, to acknowledge them for taking

Sherri Coffelt:

action, first of all, and then have some kind of a way that

Sherri Coffelt:

they can see their progress makes a huge difference.

Sherri Coffelt:

Checklists help with that, too. I have a checklist I need to my

Sherri Coffelt:

modules. So when they check off the different things that

Sherri Coffelt:

they're completing, they feel that sense of accomplishment,

Sherri Coffelt:

because that's what stops people is they get into the course, and

Sherri Coffelt:

they get stuck in some way. And there's not something there

Sherri Coffelt:

that's helping them through that obstacle. So they give up. And

Sherri Coffelt:

that's where we'll start. As course creators. That's our

Sherri Coffelt:

responsibility.

Tara Bryan:

100% Well, and and just like all of us, right,

Tara Bryan:

there's, you know, this going on and this going on, and they may

Tara Bryan:

have great intentions. But if you don't have anything that's

Tara Bryan:

helping them progress, like exactly what you're talking

Tara Bryan:

about, then, yeah, then they're like, oh, yeah, I really need to

Tara Bryan:

get to that. I mean, I have courses like that, that I've

Tara Bryan:

bought, right? I really need to get to that. Yeah. And that he

Tara Bryan:

stays on the to do list forever, because I don't have time, time

Tara Bryan:

to get into it. And and if you're, you know, meeting with

Tara Bryan:

somebody and you know that you have to be prepared, then you

Tara Bryan:

tend to take a little bit more responsibility to get there

Tara Bryan:

because you don't want to let that other person down. Right.

Tara Bryan:

It's that accountability. We all need to yep, yep. Very cool.

Tara Bryan:

Awesome. Okay, cool. So what would be? So I have two

Tara Bryan:

questions for you what would be the first one is like, give us a

Tara Bryan:

tip, something that you see all the time that if only people

Tara Bryan:

would do that, then their course or their program would be so

Tara Bryan:

much better?

Sherri Coffelt:

Wow, if only people would do that, the

Sherri Coffelt:

rewards reward system that I talked about would probably be

Sherri Coffelt:

one of them, making sure that they have some way to

Sherri Coffelt:

acknowledge people for making forward progress. And I think

Sherri Coffelt:

the second one we haven't talked about would be creating a sense

Sherri Coffelt:

of community. One of the things people like about group programs

Sherri Coffelt:

is that they don't feel like they're alone. And creating

Sherri Coffelt:

that, that group dynamic people can learn so much from the

Sherri Coffelt:

questions other people ask, giving them that, that, that

Sherri Coffelt:

space to feel comfortable and confident that it's a safe space

Sherri Coffelt:

that they can ask any question, and that they can learn from

Sherri Coffelt:

each other. It's just, it's just invaluable in terms of creating

Sherri Coffelt:

that forward momentum.

Tara Bryan:

Yep, for sure. Awesome. Okay. And then, so if

Tara Bryan:

somebody is first starting out, okay, this is a two parter. So

Tara Bryan:

if somebody's first starting out, like a cloud, or you help

Tara Bryan:

them figure out like, what to teach and what they should be

Tara Bryan:

doing in their course, that's the first part of the question.

Tara Bryan:

The second part of the question is, when should somebody start a

Tara Bryan:

course?

Sherri Coffelt:

Great questions. So what the approach I take in

Sherri Coffelt:

my business is I use what I call creating your genius roadmap.

Sherri Coffelt:

And your genius roadmap is simply a way for you to take out

Sherri Coffelt:

of your head onto a least virtual piece of paper, how you

Sherri Coffelt:

support your clients in solving the problem and creating

Sherri Coffelt:

transformation that you promised them. So whatever your promises,

Sherri Coffelt:

think of that as the end of the roadmap, if you will, the end of

Sherri Coffelt:

the road, and you getting clarity on what are the literal

Sherri Coffelt:

steps if it's more of a sequential process. What are the

Sherri Coffelt:

pillars of success? If it's if it's not necessarily sequential,

Sherri Coffelt:

that make you unique in how you help people get to a specific

Sherri Coffelt:

end result? And the reality is we all have a process, whether

Sherri Coffelt:

or not we realize it. And I typically go through a process

Sherri Coffelt:

with clients where you're asking a lot of questions. It's like,

Sherri Coffelt:

think about your favorite client, what did you do with

Sherri Coffelt:

them first, and this having them be get out of their head? How

Sherri Coffelt:

they did work with that client to create that, that

Sherri Coffelt:

transformation. And when you do that for two or three, one on

Sherri Coffelt:

one clients, or even in a group, how you work with them, you can

Sherri Coffelt:

get pretty clear on that. So that's the first thing, then, in

Sherri Coffelt:

terms of where you start, once you have that genius roadmap

Sherri Coffelt:

laid out, the approach I take is now where along that genius

Sherri Coffelt:

roadmap, do you want to focus first, on helping your clients

Sherri Coffelt:

create success? Are you wanting to create a course or a program?

Sherri Coffelt:

Let's say? Because we've kind of talked about the hybrid hybrid

Sherri Coffelt:

approach? Do you want to create a program where you help people

Sherri Coffelt:

get from A to Z on that entire genius roadmap? Or do you want

Sherri Coffelt:

to focus in first on a particular stop or pillar if

Sherri Coffelt:

you're not an adequate sequential approach on that

Sherri Coffelt:

genius roadmap, my genius roadmap is five steps AI is

Sherri Coffelt:

fairly sequential. Most of my work focuses on the first three

Sherri Coffelt:

steps. And I do have some, you know, some go into the fourth

Sherri Coffelt:

and fifth step. But I really love to focus more on the first

Sherri Coffelt:

three steps, which are kind of pretty much from startup to

Sherri Coffelt:

multi six figures in your business. I have VIP clients I

Sherri Coffelt:

work with on on leveraging scale, which are my fourth and

Sherri Coffelt:

fifth steps. But for the most part, I focus on those first

Sherri Coffelt:

three steps, either is perfectly fine. But when you get clarity

Sherri Coffelt:

on that, then you know where to go with your program. And what

Sherri Coffelt:

you want to include in the course. In order to deliver on

Sherri Coffelt:

that problem that promise, excuse me, because the big

Sherri Coffelt:

promise you have for your entire zone of your work, if you will,

Sherri Coffelt:

can be bigger than the promise that you that you solve in a

Sherri Coffelt:

particular online course. That makes sense.

Tara Bryan:

Yep, yep. Yep. That's great. Yes, I love I love

Tara Bryan:

the roadmap, we talked about that all the time is, you know,

Tara Bryan:

what, what is the step from point A to point B, you don't

Tara Bryan:

just like get into a car and drive?

Sherri Coffelt:

Exactly right. You've got routes from LA to New

Sherri Coffelt:

York?

Tara Bryan:

Yeah, yep. Exactly. Awesome. Okay, so then, like,

Tara Bryan:

when should somebody get started? When they're trying to

Tara Bryan:

package their expertise, I think that there's a perception out

Tara Bryan:

there that you can just go from, you know, having an idea to

Tara Bryan:

packaging your expertise. But tell me a little bit about your

Tara Bryan:

philosophy around that. And when is the right time to do that?

Sherri Coffelt:

My philosophy is that as a newer coach or

Sherri Coffelt:

consultant, the best place to start is almost always not

Sherri Coffelt:

always, but almost always, with one on one clients. And the

Sherri Coffelt:

reason for that is multifold. The key reasons are number one,

Sherri Coffelt:

it's the fastest path to cash. Because when you're first

Sherri Coffelt:

starting out, you don't maybe don't have a list, you don't

Sherri Coffelt:

have a lot of people to draw from. So a lot easier to have

Sherri Coffelt:

people say yes, on a one on one basis, where you just talk to

Sherri Coffelt:

one person, ask them to work with you. And they say yes or

Sherri Coffelt:

no, than it is to get even a half dozen or a dozen people

Sherri Coffelt:

into a group program. So start with one on one, because it's

Sherri Coffelt:

easier to get some cash in that foundation going for you. It's

Sherri Coffelt:

also the greatest market research incubator that you can

Sherri Coffelt:

ask for. Because when you start working with those one on one

Sherri Coffelt:

clients, you in essence, are implementing whatever section if

Sherri Coffelt:

you will, of your genius roadmap that you promised them, either

Sherri Coffelt:

all of it or part of it. You're taking them through your process

Sherri Coffelt:

on a one on one basis. And you're going to learn from that,

Sherri Coffelt:

what works really well. What maybe doesn't work as well, and

Sherri Coffelt:

what's missing. And so many people that that jump into

Sherri Coffelt:

creating online courses, they literally go and they create the

Sherri Coffelt:

entire course before they even try to sell it, let alone

Sherri Coffelt:

deliver it. And what ends up happening is that when they do

Sherri Coffelt:

start delivering it, they realize oh my gosh, I've missed

Sherri Coffelt:

this and Oh, this isn't working at all, and the end up redoing

Sherri Coffelt:

it all. And that's a that's just breaks my heart because I have

Sherri Coffelt:

met people I'm sure you have to that have spent a year

Sherri Coffelt:

developing their online course never made a penny from it. And

Sherri Coffelt:

then it either does it sell or when they sell it for you to a

Sherri Coffelt:

few people. It doesn't deliver. Yep. And that's just oh my gosh,

Sherri Coffelt:

that just breaks my heart.

Tara Bryan:

It's like It's like this, this you know,

Tara Bryan:

masterpiece, and unfortunately, it's too early to make a

Tara Bryan:

mistake. As a minimum viable option, so Exactly, yeah.

Tara Bryan:

Awesome. Okay, cool. Well, we could talk all day like, I am so

Tara Bryan:

happy to have you on the show. And we'll have to have a second

Tara Bryan:

episode later where we can just dive into some more detail

Tara Bryan:

because it is, you know, what we talk about is all of the action,

Tara Bryan:

the tips, the tricks, the nitty gritty, in this podcast, and so

Tara Bryan:

I am just so thankful that you're able to share some of

Tara Bryan:

your expertise with us. It is fabulous. Yeah. And so if people

Tara Bryan:

want to learn more about you and and, and your stuff around the

Tara Bryan:

bucket list and building, they're building their

Tara Bryan:

businesses, where should they go to find you?

Sherri Coffelt:

Well, they can always reach out to me on my

Sherri Coffelt:

website at results partner.com That's results with an S partner

Sherri Coffelt:

70 singular, and there's a free gift there that they can opt in

Sherri Coffelt:

for it's called the Freedom finder checklist, great way for

Sherri Coffelt:

them to get started to see where they are on their journey to

Sherri Coffelt:

building their bucket lists life and maybe some steps along the

Sherri Coffelt:

way they might have missed. And I also connect with a lot of

Sherri Coffelt:

people on LinkedIn, it's my handles my just my name Sherri

Sherri Coffelt:

Coffelt.

Tara Bryan:

Perfect, awesome and those will be in the show notes

Tara Bryan:

so you can grab them. Thank you so much for being on with us

Tara Bryan:

today. And we will see you later.