Setting Up Systems and Processes to Serve Clients More Powerfully with Joanna Sapir
Dec 13, 2022In this episode of the Wellness Inter Creators Podcast, Joanna Sapir, a business strategist for holistic Practitioners, shares her expertise on setting up systems and processes in businesses to create consistency, enrollment of committed long-term clients, and steady income.
You will learn how the sales process can impact the quality of your clients. The sales process can help practitioners enroll committed long term clients and create steadier income and cash flow. However, many health coaches struggle with sales because they don't understand the sales process. The sales process involves five steps: invitation, filtering, nurturing, enrollment, and follow-up. By following these steps, practitioners can enroll clients that are the best fit for their services and create a more sustainable business.
"When you start to base your business around the people that you love working with and the ones that see the best results from your services, you're able to start seeing that some people aren't a great fit."
In this episode, you will learn the following:
- How to build a sales process for enrolling clients into services
- The importance of having a consultation process to assess client needs
- How the sales process impacts the quality of clients
Free Masterclass, The Client Champion Formula: https://joannasapir.com/WellnessCenterCreators
Sponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/
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About Joanna Sapir
Joanna Sapir is a business strategist for holistic practitioners, particularly those that integrate multiple modalities.
Joanna's special ability is in helping practitioners set up repeatable systems and processes in their businesses to serve their clients more powerfully, enroll committed long-term clients, and create steady income and cash flow.
She has been a teacher and trainer for more than twenty years, from the classroom to the gym floor and now to wellness practices across the world.
Born and raised in the San Francisco Bay Area, she is a mother of two, a USA Masters National Champion in Olympic-style Weightlifting, and the host of the Business Revolution for Practitioners podcast.
Joanna's Website and Links
- Website: https://www.joannasapir.com
- Facebook: https://www.facebook.com/JoannaSapirConsultant/
- LinkedIn: https://www.linkedin.com/in/joanna-sapir/
About Kendall Hagensen
Kendall is a Somatic Mental Health Therapist, Multidisciplinary Clinic Owner and Business Coach. She specializes in, and is passionate about, working with healthcare professionals to create the businesses of their dreams. Big goals always have a psychological component beneath the surface, so Kendall uses her background in Somatic Psychotherapy and EMDR Therapy mixed with Business Coaching tools to help clients develop a healthy relationship with their business and their strength as a leader.
As someone who lives with a chronic illness herself, Kendall feels that health happens best within community, which is why she takes a holistic, integrative, and collaborative wellness approach to her personal and professional life.
Kendall’s Web/Social Links