In this episode of The Scalable Expert Podcast, Tara shares why helping your customers see the big picture isn’t a bonus, it’s your responsibility as a leader.

When customers are deep in the weeds of implementation, it’s easy for them to forget what they’re really working toward. But when you hold space for the entire journey - reminding them where they are, what they’ve accomplished, and what comes next - you increase momentum, confidence, and retention.

Tara breaks down how leading with authority and clarity helps your customers stay focused, trust your process, and get the transformation they came for. It’s not about delivering more content - it’s about holding the roadmap and helping them move forward.

🎯 Key Takeaways:

• Why customers lose momentum when they lose sight of the big picture
• The real job of a coach, mentor, or expert (hint: it’s not just teaching)
• How to keep your customers engaged using a clear visual roadmap
• What it looks like to "hold the vision" and guide transformation
• The connection between experience design, trust, and retention

📌 Chapters:

00:00 – Welcome + Today’s Focus

00:38 – Why customers arrive already overwhelmed

01:07 – When too much info leads to loss of clarity

01:50 – What happens when customers get stuck in the weeds

02:33 – How holding the big picture helps regain focus

03:24 – Celebrating progress + seeing forward movement

03:48 – Customers losing the plot and chasing squirrels

04:45 – Staying at the 10,000 foot view

05:10 – Train-the-trainer example: Keeping the roadmap visible

06:09 – How holding the vision supports transformation

06:33 – The fastest path from point A to point B

07:43 – Celebrate small wins + show progress

08:14 – Visual communication = powerful retention

09:13 – Wrap-up + Episode Tip

📅 Want to map the big picture experience inside your scalable business?

Book a free discovery call: https://taralbryan.com/step/15-learn-to-scale-call/

About Me:

Hey, it’s your host, Tara Bryan. And I am on a mission to help more business owners learn to infinitely scale their businesses by leveraging the power of online without sacrificing the customer experience or results. 

I like to geek out on all things business strategy, marketing, interactive digital and user experience. This podcast is all about what is working, lessons learned and actionable tips to create and grow a thriving online business. 

Join us each week as we dive into different strategies, tactics and tips you can apply immediately to your business.

To learn more:

Find us at https://www.taralbryan.com

Here are two ways we can help you create, grow and scale your business:

1. Want to package your expertise or become a Scalable Expert? Take our free quick assessment to see how close you are to creating a scalable business.

The Scalable Expert Assessment

2. ALREADY HAVE AN ONLINE BUSINESS & READY TO INFINITELY SCALE?

Schedule a 30 minute call with Tara to talk about our offers that will help you master the game.

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Mentioned in this episode:

https://taralbryan.com/step/15-learn-to-scale-call

Tara Bryan: 00:00:00

Welcome to The Scalable Expert, the podcast where we unlock

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the secrets to building a business

that grows with you, not around you.

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I'm your host, Tara Bryan, business

strategist, mentor, and creator

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of the INFINITE SCALE Method.

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If you're a coach, consultant, or

service provider who's maxed out

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: 00:00:15

with one on one work, overwhelmed by

the grind, and ready to scale your

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expertise into a business that works

for you, then you're in the right place.

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Each week I'll share actionable

tips, inspiring success stories,

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and proven strategies to help you

reclaim your time, grow your income,

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and create a business that delivers

results without sacrificing quality.

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Let's dive in and make your

business INFINITELY SCALABLE.

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Hey everybody.

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Welcome to today's episode of the podcast.

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I am thrilled that you're here.

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Hey, in this one I wanna talk about

what it looks like for your customers

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when you show up and you can give

them the big picture of where

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they are on the path to success.

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So often when we have created

our authority framework, we

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use it to drive our business.

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We use it to maybe train our team

or to create systems, but we forget

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to not only share it with the

customers the first time, but to

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share it with them along the path.

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So consider this when your customers

are trying to solve a problem.

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They probably have tried to

solve it on their own, right?

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They've probably gone out to try and

figure out you know what the problem

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is, how to articulate it, what the

options are out there for fixing

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it and all the different things.

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So rarely do they show up in your

world, never, you know, understanding

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that they have a problem.

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Right?

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They've done some work around it.

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So what happens is very

quickly we get overwhelmed

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with the amount of information.

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We get overwhelmed with all of the

things around trying to fix the problem.

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Maybe it's a mindset challenge, right?

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Like where it's like, oh, I feel like

I'm not thinking about this right?

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I feel like I don't know the answer.

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I've done some research and

now I'm just overwhelmed.

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Maybe like now that we're in the land

of AI, you've gone out to ChatGPT

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and you've asked some questions of

ChatGPT, and you get all of these

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answers and you're like, okay, like

this is great and now I'm completely

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overwhelmed with all of the things

or all the possibilities that I can.

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Start to implement to

fix the problem, right?

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So your customer is going

through all of these things.

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They've done research, they've

figured some things out, they've

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done all of the things, and

they're completely overwhelmed.

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What tends to happen is as you get more

and more overwhelmed, as you get more and

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more kind of in the weeds of figuring out

how to start to solve a problem, right?

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Maybe you start going down one road,

maybe you start implementing, maybe

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you, you know, you're, you're building

your funnel, you're building this,

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you're doing all these things, right?

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And the more and more you get down

into the weeds of action, of trying

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things or doing things, the less

you remember what the big picture

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is around what you're trying to do.

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So imagine if a customer comes

into your world and you give them

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that big picture and you remind

them like exactly where they are.

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On the path, on the map, on the game

board, whatever you wanna call it.

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If you keep and hold space for them to see

where they are in the big picture, imagine

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the power that that gives them when you're

reminding them of where they are, right?

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So they're stuck in the minutia.

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They're trying to do all the things.

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They're listening to you, they're

implementing, they're doing all of the

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millions and millions of things that

we have to do during a day, and you're

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like, okay, great, here's where you are.

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Okay, awesome, look at you finished this

step, now let's move on to the next one.

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Wow.

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I'm making progress in all of

this sea of crazy activity, right.

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When you are able to hold space

for them in the big picture, they

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value that because they see that

you are helping them move forward.

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They're seeing that forward movement,

they're seeing that you are celebrating

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the milestones that they're taking

in this bigger, kind of bigger

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system, bigger process that they

have to follow to get to the outcome.

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So if they have a problem, which is

starting at point A and they wanna get

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to point B and they're going through

all the details and all the things that

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takes you know that they need to do to

go from point A to point B, and they've

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completely lost sight of what it is that

they're trying to do or how they're going

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through that process in the fastest way

possible, then that is where people start

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to seek out coaches, people start to

seek out experts because they're like,

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oh, I've totally lost the plot, right?

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And you've probably worked with some of

your clients and you see that, right?

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Like you see that they've

completely lost the plot.

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They've lost the goal that they have set

in the beginning because they're just kind

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of stuck in the minutia or they've gone

off script and chased a squirrel, right?

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They've chased some shiny

object because they think that

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now that's gonna be the thing.

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So when people come into our world,

the very first thing that we do is help

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them define their authority strategy,

their authority framework, and then

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start to communicate that authority

framework to their customers by staying

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up kind of at that 10,000 foot view.

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And even if you or your team is doing

the work, you're always going back up

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to that path and showing your person how

they're progressing through that path.

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So I have a client right now and

she's, certifying trainers to

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become, you know, kind of the

ambassadors of her brand, right?

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They're gonna go out and train

this with their own participants.

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And so she's doing a

train the trainer session.

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And one of the things that we keep

talking about that's helping her

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with her trainers is they're going

through the participant experience.

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They're learning all of the

content and how to deliver it.

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And I mean, they're just in the weeds

right now of trying to figure out

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what this is gonna look like for them,

how they learn the content that she's

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teaching, how they learn her approach

and all of the different things.

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So one of the highest levels of

value that she can provide for them

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is to keep them on the path, right?

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She is keeping them on like,

okay, here's where we are.

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Here's the next piece.

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Here's how you're going from, from this

piece to this piece to the next one.

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And this is what it looks like from a

big picture standpoint, so when they're

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working, she can keep moving them forward,

and then they see the big picture, they

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see the phase that they're in, they see

how it connects to the bigger picture.

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They see how it ultimately

helps to, to go through this.

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To give their participants the

transformation, because at the end of

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the day, that's what it's all about.

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It's about how are you getting people

to take the fastest path from point A to

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point B, and when you can hold space for

that path for people, for your customers,

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for whoever you're working with.

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That is the key to success.

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That is the key to keeping them in your

world because if they feel like you are

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adding to the chaos or you are not helping

to keep them sort of at that 10,000 foot

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view, you're holding that vision, you're

holding that space for them to really

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be able to get to that outcome that

they want, they will leave because they

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don't feel like you are kind of driving

that process and helping them forward.

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So I always remind my customers,

this is your main job as the

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person who is facilitating through

your proprietary framework.

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Always be communicating it,

communicate it visually.

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Then show people where they

are on the path at all times.

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Have they hit a milestone?

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Have they gone from one step to the other?

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Celebrate it with them.

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You know that they're not gonna

stop and celebrate on their own.

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Just think about your experience as

a business owner or entrepreneur.

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How many times do you actually

stop and celebrate a small win that

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you have as you're moving through

solving a particular problem.

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You don't do it right, like you

just move on to the next thing and

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get stuck into the minutia of the

details as you're moving forward.

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And the highest value that you can

provide after you've created the

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fastest path for them to, their

solution is to hold space for it.

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So that my friends, is today's episode

tip that we have for you is always

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figure out a way to hold space for

where somebody is on the path and

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how they're progressing through.

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So you can show progress, you can show

and celebrate those milestones, and

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then for goodness gracious, you can

show them exactly when they hit that

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result that they came into your program

or your world for in the first place.

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Because if you can't show them where they

are and how they've progressed through

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the whole process, then you're leaving

some experience, you're leaving some

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customer satisfaction on the table because

people can't necessarily see the 10,000

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foot view once they've gone down into the

details and they've sort of lost sight

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in the process with what the milestone

actually was that they were trying

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to achieve and what that looks like.

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So there you go, that

is our tip for today.

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If you love this episode, go on

and share it with some friends, be

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sure to leave a rating, subscribe

on YouTube if that is where you're

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watching this, and we appreciate

you and we'll talk to you next week.