• Automate to Elevate Your Coaching (Meredith Eisenberg)

  • May 22 2024
  • Length: 32 mins
  • Podcast

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Automate to Elevate Your Coaching (Meredith Eisenberg)

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  • Melinda and guest Meredith Eisenberg dig into a crucial topic for any coach looking to optimize their practice: automation. In this episode, they discuss how automating essential tasks can streamline operations, deepen client relationships, and prevent errors. Meredith Eisenberg is the Head of Coaching and Customer Success at Connect 365. In this episode Melinda and Meredith talk about: The importance of automation in coaching practices Identifying and automating problematic and inconsistent tasks Automation’s impact on attitudes and accuracy Indicators for automation, including repetitive task frustration and mistakes Conveying the right tone through automated communication to maintain professionalism and trust Email automation best practices, including setting up separate test emails and ensuring tech functionality Measuring the effectiveness of automation by tracking lead generation, onboarding, retention rates, and time saved Overcoming fears and mistakes in automation while emphasizing authenticity and transparency Initial steps for coaches, focusing on onboarding and lead generation Advanced automation techniques, such as check-ins, post-call summaries, and personalized automated messages “By automating a constant stream of outreach to people who would be good referral partners, who would be good clients, you’re saving yourself from that up and down and up and down, because you have a pipeline of people ready to come in.” — Meredith Eisenberg Guest Bio: Meredith Eisenberg teaches entrepreneurs how to get off the cash-flow roller coaster by creating a high-tech and high-touch sales system that allows her clients to focus on their zone of genius. Over the past 20 years, she has helped many business owners to scale their business to six figures and beyond, and she is currently the Head of Coaching and Customer Success at Connect 365. Meredith lives in Albuquerque, New Mexico, with her husband Jamie and three dogs. Her daughter is currently studying astrophysics in college. During her free time, Meredith likes to hike, dance, and make the world a better place through her involvement in Rotary. Resources or websites mentioned in this episode: Mirasee Coaches Console Melinda’s book: The Confident Coach Meredith’s LinkedIn: LinkedIn.com/in/MeredithEisenberg Connect 365 Credits: Host: Melinda Cohan Producer: Michi Lantz Supervising Producer: Cynthia Lamb Audio Editor: Michi Lantz Executive Producer: Danny Iny Music Soundscape: Chad Michael Snavely Making our hosts sound great: Home Brew Audio To catch the great episodes that are coming up on Just Between Coaches, please follow us on Mirasee FM's YouTube channelor your favorite podcast player. And if you enjoyed the show, please leave us a comment or a starred review. It's the best way to help us get these ideas to more people. Music credits: Track Title: Clouds Artist Name: Acreage Writer Name: Marshall Usinger Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS Track Title: Coastline Dream Artist Name: Wild Sky Writer Name: Adam Simons Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS Track Title: Coo Coos Artist Name: Dresden, The Flamingo Writer Name: Matthew Wigton Publisher Name: A SOUNDSTRIPE PRODUCTION Track Title: Stars & Trees Artist Name: Outside The Sky Writer Name: Dustin Ransom Publisher Name: A SOUNDSTRIPE PRODUCTION Special effects credits: 24990513_birds-chirping_by_promission used with permission of the author and under license by AudioJungle/Envato Market. Episode transcript: Automate to Elevate Your Coaching (Meredith Eisenberg).
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