smiling, professional woman with title overlay, "Leveraging Client-Getting Activities Episode 58 with Amy Lippmann" on The Organized Coach Podcast with Tracy Hoth

In this episode, I talk with Amy Lippmann about essential client-getting (money-making) activities for entrepreneurs.

Amy Lippmann is the founder of Marketing for Health Coaches where she helps health coaches and nutritionists consistently earn $5K per month.

Amy shares insights on building a business through effective strategies, ranging from speaking engagements to social media presence.

She emphasizes starting with one strategy and then layering on others as you become more comfortable.

Our conversation delves into:

  • making connections through local groups and events,
  • pursuing speaking opportunities both locally and online, and
  • utilizing social media in a way that is both manageable and meaningful.

Amy also discusses the importance of personal connections in growing one’s client base and offers practical advice on how coaches can begin to gather clients by doing what they love.

The episode is filled with actionable tips for entrepreneurs at different stages of their business, highlighting the importance of personalization in marketing and client acquisition efforts.

As you listen, consider your current clients and the strategy you used to acquire them. Also, think about which strategy sounds easy, fun, or resonates with you.

The key moments in this episode are:

03:17 The Philosophy of Client-Getting Activities
05:49 Categorizing Strategies for Business Growth
08:23 Amy’s Unique Approach to Social Media and Email Marketing
10:32 The Power of Speaking: Amy’s Top Strategy for Client Acquisition
23:13 Systematizing Your Outreach for Maximum Impact
27:20 Leveraging Technology for Event Signups
28:41 Amy’s simple process to Maximize Speaking Engagements for Audience Growth
34:34 Exploring Connections and Networking Opportunities
46:21 Navigating Social Media for Business Growth

Your Organizing Coach,

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pink background and 3 blue buckets with text overlay, "Client-getting activities essentially fall into three buckets: Speaking, Connections, and Social Media. - Amy Lippmann" with Tracy Hoth from The Organized Coach Podcast

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Transcript with time stamps:

[00:00:00] Tracy Hoth: One of the biggest challenges when growing your business is getting clients. I bet the majority of businesses and coaches struggle with getting clients. I wanted to have Amy Lippmann on the podcast. She is the founder of Marketing for Health Coaches, and she teaches health coaches how to get clients.

[00:00:19] clients. She calls it client getting activities. And I love in the beginning of this interview, how we talk about why she calls it client getting activities. One of the terms I use is money making activities, but I love how specific client getting activities are. She, break these activities into three categories.

[00:00:40] So she’s going to talk on each of those categories. So as you’re listening, I want you to be, and we talk about this at the end, but while you’re listening, I want you to think which of these resonates, which one sounds fun, which one are you already doing, which one could you put more effort into because it’s easy and comes natural to you.

[00:00:59] Or the other thing is to really think about how are you getting the clients you have now What are they coming from? Which of these activities? So really think about that. One of the things she says is start with one and then layer on the other ones as you go. So enjoy this episode of the podcast. Are you ready to work less, feel more organized and productive, streamline repetitive tasks, and implement systems that allow your coaching business to run smoothly even without you?

[00:01:30] If so, you’re in the right place. Welcome to the Organized Coach Podcast, your go-to source for practical tips and solutions. I’m your host, Tracy Hoth, professional organizer, certified life coach, simplifying expert, and most of all, down to earth fellow coach, just like you. No matter if you think you’re missing the organizing gene, have ADHD, or just love anything organizing.

[00:01:55] I’m here to help you become an organized coach with a business that works for you. Pull up a seat and let’s get started. This is going to be such a valuable conversation. I already know that it’s going to be one that people come back to a lot because we’re going to talk about today money making activities.

[00:02:16] I have a special guest, Amy Lippmann on the podcast today. Welcome, Amy.

[00:02:22] Amy Lippmann: I’m so glad to be here. Thanks for having me, Tracy.

[00:02:25] Tracy Hoth: I want to get all your expertise because you help health coaches do this. Why don’t you start by just telling us who you are and who you help.

[00:02:34] Amy Lippmann: Absolutely. So my business is Marketing for Health Coaches and just like the name sounds, I help health coaches and nutritionists build their businesses.

[00:02:45] I am typically working with newer coaches and nutritionists who are either fresh out of a training program or are maybe even a couple of years out, but they’re not yet making the consistent income that they want to make. I help them go from anywhere from zero to 1, 000 a month, getting to 5k months and beyond.

[00:03:13] Tracy Hoth: How exciting. You are the perfect person to have on the podcast to discuss this. I was on your podcast and I mentioned the term ‘moneymaking activities’ and you said that you, your term is client getting activities. Is that correct?

[00:03:29] Amy Lippmann: Yeah. With my audience, I like to talk about client getting, because I think there’s a specificity to that.

[00:03:37] I’m actually taking action that will lead to me getting a client. I say with my audience, because what I recommend. new health coaches and nutritionists do at the beginning is they focus on getting one on one clients. My business, which in your business too, where we are serving coaches is B2B.

[00:04:05] It’s a different model. Whereas we might think of it as money making or revenue generating activities with my clients are really like to speak to them about client getting it’s, it’s all the same thing.

[00:04:19] Tracy Hoth: But it does make a difference even in you saying it. It does.

[00:04:25] I mean, maybe people think not as greedy sounding. It means in the back end, the big range, it does mean the same things, you know, but it does have a totally different feeling when you say it.

[00:04:38] Amy Lippmann: Yeah. And I think the other thing that maybe has implied the difference with client getting versus money making as sort of short term versus long term.

[00:04:47] Like some strategies are going to get you clients in the short term. And some strategies may help you get clients more. They’re like a long, long game, right? Where it’s going to take a lot longer. Like YouTube would be one of those strategies. I’m not a YouTube strategy. I’m not on YouTube, but. You know, that would be more of a long term strategy where I’ve heard you, you have to do it every week, at least one video week for a year before you expect any results out of that.

[00:05:22] Tracy Hoth: That’s interesting because before our call, I kind of in my brain, I need to be able to explain it to people categorized and like, I broke it down.

[00:05:34] Amy Lippmann: You are an organizer, Tracy.

[00:05:36] Tracy Hoth: Well, it helps me understand it too, and then it helps me see. Maybe that’s a great way to categorize it.

[00:05:41] Upper level is long term, short term. I hadn’t thought about that.

[00:05:46] Amy Lippmann: Yeah, that, that definitely is. There’s another way to categorize strategies would be in terms of like the stage of business you’re at, what’s appropriate for the stage of business you’re at. Since I’m working with newer. Coaches, I really focus on strategies that are going to work for them.

[00:06:05] They’re also the strategies that work. If you’ve been in business for a while, there’s strategies I still use, but what I see a lot of new coaches doing is inadvertently trying to implement strategies that are. Really only working for businesses that are bigger, that have been around longer, that have a marketing budget, that have a good size list.

[00:06:33] Tracy Hoth: Yes.

[00:06:34] Amy Lippmann: Yet these new coaches don’t, don’t realize because they’re not being told. That who this strategy is a good fit for, they’re just seeing the glitzy marketing around it and how successful and how much money you can make and all of that. And so it’s, it’s very, it feels very attractive until they go out and start seeing it or the strategies are outdated, which is a, which is another, another issue.

[00:07:02] Another way to categorize is in terms of. Borrowing other people’s audiences versus creating your own.

[00:07:15] Tracy Hoth: What do you first start helping your clients do? Is there certain activities you are, you know, absolutely recommend that your clients do, or is it all super individual?

[00:07:27] Amy Lippmann: So it’s funny, this timing of the recording of this episode aligns with my abundant health coach program, which is my live 12 week business building program, which is kind of a soup to nuts.

[00:07:40] We start with the foundational pieces. It’s my group program and it’s starting with the fund out foundational pieces of figuring out what your specialty is. mapping out your programs, your pricing, your messaging, meaning like the words that you use to talk about what you do and your offers and things like that.

[00:08:02] Those are the foundational. Then we move into the client getting or the moneymaking strategies, but you need to have those foundational pieces in place first before the. Client getting strategies are going to be effective. We just released those modules this week. And, and so I, what I teach is falls into essentially three different buckets.

[00:08:34] One is speaking, which can be done a variety of ways. And we can circle back. I’ll do like a high level, whatever you want to circle back on. Speaking is one. Making connections is a second and then social media is a third. And I have, I have a, maybe a unique philosophy around social media, um, that we can talk about.

[00:09:02] Outside of that would be. emailing your list. I like to keep it simple and saying it’s some sort of valuable content that you’re sending, that you’re sending to your list each week, because as you’re doing these client getting activities, Yes. You’re going to get clients, but you’re also going to be growing your list and you want to stay in touch with people because they might not be ready today, but they might be ready to work with you in six months or a year or five years.

[00:09:32] Who knows? Right. Yeah. We want them to remember you and know who you are and learn more about you and get to know you. And so that could be as simple as that. Just content in an email. That’s how I started out years ago in my business. Then I trans then I transitioned to having a blog and then I transitioned to doing live streams and that was my weekly content.

[00:09:56] Now I have a podcast. The technology and the trends have changed and we also see things kind of going back and forth. Like it’s, it’s not like this strategy dies for good, you know, but things kind of go out of fashion and then they, we see them also kind of circle back sometimes.

[00:10:14] Tracy Hoth: Yes. Okay. This is so good.

[00:10:16] Cause I wrote my categories down to the first one was building relationships and I’m like, okay, that’s your connections. The next one was speaker teach – that’s your speaking. Next I had content creation, which I put in social media.

[00:10:31] Amy Lippmann: Absolutely.

[00:10:32] Tracy Hoth: I also had SEO and paid traffic. Maybe those would go kind of under the long-term strategy.

[00:10:40] So, oh my gosh, I love this. We’re going to be able to talk about it, but one other thing. I just listened to you on Claire Pelletreau’s podcast and you were talking about the CDs that you had. So my strategy was speaking. I started speaking. I mean, first, yes, connections. And then I started speaking. I also had my talk recorded, or my product, I think it was a product, recorded on a CD and I would bring those and sell them for like, I don’t even know how much, two bucks or something?

[00:11:13] When I would speak somewhere, or I would give it away and they would win it, but it was actuals. CDs, which I think so fun. And we did teleconferences too. Back then instead of webinars, I would do it on the phone. Everybody would dial into a number.

[00:11:28] Amy Lippmann: Oh my gosh. It’s so funny. You bring this up because I was just recording an episode for my podcast.

[00:11:34] That’s all about speaking. And I talked about how I started doing local talks, but I also then transitioned doing a combination of online, but. The online talks were teleseminars. And I said, there were no slides, there was no video. It didn’t, that technology, it didn’t exist for, it existed for like big corporations, but not for solo entrepreneurs and people called in on the phone.

[00:12:01] When I remember that, it just cracked me up.

[00:12:04] Tracy Hoth: Yes. We had to remember like a star seven was to pause or mute or whatever. I don’t remember all the little codes that you had to remember.

[00:12:12] Amy Lippmann:  I forgot about that.

[00:12:14] Tracy Hoth: Yeah. So, so fun. Okay, so, if you’re a new coach. and you’re wanting to grow your business – a new coach or an old coach – that’s not where they want to be.

[00:12:24] And they’re wanting to grow their business. Let’s just circle back to each one. So speaking is number one. Are they a not necessarily, you know, prioritized order or just speaking connections in social media? Do you do all of those or how does it work?

[00:12:45] Amy Lippmann: Yeah, that’s a great question. I think this is where it’s really great for coaches to personalize and really feel into what’s going to work best for them.

[00:12:59] But at the same time, I, I warn my coaches or I recommend that they look out for, are they doing some form of hiding? Right. Or if we just stay in our comfort zone, cause it’s easy to say, well, that’s just not for me. Cause it’s scary. It’s something we haven’t done before. That’s different than like, this is really not for me.

[00:13:26] Amy Lippmann: I think we have to try things before we truly know, right. We do want to draw on our personal strengths and what we enjoy doing. But the first time you do something, you might not enjoy it. You might not enjoy giving a talk until you’ve given it six times and you’re in the flow and now you feel natural and more comfortable.

[00:13:54] You’re also seeing that you’re getting clients from those talks, then you might start enjoying it. So I think it’s important to ask ourselves those questions, but to also question ourselves.

[00:14:08] Tracy Hoth: Yes.

[00:14:09] Amy Lippmann: In that. So what I recommend is starting with one thing and then layering strategies on. So for example, in the abundant health coach coaches right now, this week are implementing whatever first strategy they’re there, whatever they’re starting with.

[00:14:32]  For some coaches, they might layer on a second strategy next week. Then the week after, for some, they might cause making connections within that. There’s a few different strategies that make that up. You could do all of those at once. You could start with one or two and also people have different amounts of time to spend on their business.

[00:14:59] Some of my clients are, have full time jobs and a family that they’re taking care of, some of them are doing their business full time and then we have everything in between. So letting them decide and then kind of layering things on as they go.

[00:15:18] Tracy Hoth: Some of my coaches are doing some speaking and they’re doing a webinar or a training, whatever you want to call it online.

[00:15:27] So they would have to schedule that at a certain time and then work on the content and the landing page and all the things that go with it. So if that’s your strategy. Are you just saying, I’m going to schedule this like once a month, I’m going to do something and you kind of commit to that and then you set it up and start creating your assets you need for it.

[00:15:48] Amy Lippmann: Yes. This again will depend upon the coach and the stage of business they’re at. For new coaches, they’re. List and social media following is pretty small. So doing a talk for their audience is not going to get them very far, right? They could do it for their first one. If they’ve got some of my clients have a couple hundred people on their list.

[00:16:19] Sure. Do a webinar for your list, maybe for your first one and see how that goes. But. If you want to grow your list or you don’t yet have a list, then that’s where we talk about borrowing other people’s audiences and you did this. I know and I did this when I was a health coach is to give talks in your local area.

[00:16:43] Give talks at different businesses or different groups that have regular meetings or even inside companies, depending on your topic. Right. And if that’s a good fit, you can also do this online by partnering up with. Other online business owners and who have an audience that is similar to yours, but who offers something complimentary, not the same exact thing as you, but something complimentary.

[00:17:15] When you build, relate in the making connections, one of the things that I recommend doing is building relationships with potential referral partners. I call it different business owners or practitioners and. It’s a much easier ask once you have a relationship with someone, right? But that’s not to say you also can’t go in cold.

[00:17:42] I gave my local talks for places where I went in cold. I actually, I actually just told a story recently when I was still in health coaching school. There was a point when, when I was in school, they told us. To start seeing clients during, during school, I think they’ve changed what they recommend now, but I don’t know exactly.

[00:18:04] It was a very long time ago. So there was this date where they were like, okay, now you can start seeing clients. I knew I wanted to be ready to go so I ordered business cards. I had a full-time job at the time and I left work a little bit early. Don’t tell my boss from whatever it was 18 years ago.

[00:18:29]  I drove around my little town and I stopped in at four different places. Two of them were gyms. One of them was a Curves, which is like a gym. I don’t even know if that still exists. And then the fourth was a YMCA. I just went in and was like, I’m a health coach. I give workshops. Do you all ever host workshops at your facility?

[00:19:00]  I booked not all of them. There was follow-up that was required, but out of those four places, I booked my first three talks. Yeah. I got clients from each of those talks. So going in cold absolutely can work.

[00:19:20] Tracy Hoth: Yes. That’s it. That’s exactly what I did, but I’m trying to think what my first talk was and I do not know the answer where it was, but I thought about where my ideal client was and this is what you’re doing.

[00:19:36] Like you thought about where your people were at the gyms. I thought about where mine were and I would just call and my thought about it is they are always looking for speakers and teachers in their groups. Like everyone is always looking for speakers and that’s so true. One of the things that I would say, cause then I started calling people, I got this giant book of associations.

[00:20:06] I would start calling people and just say, Hey, I speak on the topic of blank, blank, blank. Do you think your audience would be interested in that? Yep. Or do you think your people members would be interested in that? It’s so easy to say that. Or I speak on – now I would say I have three topics that audiences love.

[00:20:31] Here’s what they are. Do you think that would benefit your audience or your members? It’s exactly. Such an easy ask. They’re always looking for people that you could easily speak to people online or in person.

[00:20:45] Amy Lippmann: Right. So I want to circle back to the question you asked earlier, which, I think what you were getting at. What are the things that the coach would actually be doing if they decided they were going to start with speaking, right?

[00:21:02] If they want to start with their audience, it would be setting a date and letting their audience know the date and then working on their talk, if they don’t. Have one already creating the content for the talk, creating a page where people can register for the talk, the presentation itself, the emails and the social media posts to promote it to their audience.

[00:21:35] Tracy Hoth: Then the follow up emails to send after the talk, right?

[00:21:36] Amy Lippmann: Which should include an invitation of some kind, right? Now, when you’re thinking about what your date should be. You want to think about. How much time do you want to give yourself to create that talk? So if you want to give yourself a month or six weeks, then you would want to plan accordingly, right?

[00:22:00] If the coach is wanting to partner up, whether it’s locally or online to give talks to other people’s audiences, what I recommend is start out by just having the title of your talk. And the main bullet points that people are going to learn, and you can even change those, but just having those kind of, like you said, when you approach the association at the beginning, you probably had one talk and you said like, I speak on X, right?

[00:22:30] Needing to know what that is, it’s enticing. It’s impossible for people to agree to have you come and give a talk. If they don’t know what it is, right?

[00:22:40] Tracy Hoth: Yes.

[00:22:41] Amy Lippmann: So just start with the title and the key points, the bullet points, you’re going to, what people are going to get out of why they want to show up and then start reaching out to places.

[00:22:56] I tell my clients every week, this would be like a client getting activity. Yeah. Right. Would be every week researched five places. That you could give a talk and then reach out to those five places. My clients organize their time however they want, but to help them kind of organize and think through this and kind of batch their tasks, I look at having a research day and different things fall under that, but one of them when it comes to speaking is researching the potential venues.

[00:23:37] Or the potential host and then a reach out day again, different strategies fall under that, but the reach out in terms of speaking is reaching out to those. Those places and then there’s a nurture slash follow up day and that follow up would be what are the places I reached out to last week that I haven’t heard back from and then following up with them.

[00:24:01] Systematizing it. So that, which I’m sure you’re going to love. Because otherwise it’s very easy, especially that follow up piece. And for me, for sure, when I’m busy, that follow up piece, it’s very easy for it to fall off of my radar and people need to be followed up with because we all know a coach who is asking to give a talk somewhere. That’s like top of mind for that coach. That’s a priority for that coach, but for that business owner or that group or whatever it is, it’s not their priority. So it’s easy for people to miss things.

[00:24:40] Tracy Hoth: Yeah. I just love how you’ve broken it down. I think podcasts pitching, would that be considered under speaking and teaching as well?

[00:24:51] Amy Lippmann: Yes. This is where we can look at strategies that are. Might be suitable for newer businesses more so than, you know, business who have been around a lot longer, but speaking could include the local talks, the online talks or the webinars. It can include live streaming. It can include getting on podcasts.

[00:25:15] It can include YouTube.

[00:25:20] Tracy Hoth: Those would all be considered collaborations. I mean, I guess we could. That could go under social media as well. If you were going to, I guess that’s live streaming, collaborating with someone on Instagram or on Facebook live or something.

[00:25:34] Amy Lippmann: Yeah. There are also co-hosted lives.

[00:25:36] Is that what you’re referring to where you’re doing a live stream with someone else? Right. Yeah. That would then also fall under speaking but, you know, it’sort of a combo of speaking and referral partners, which speaking often is, right?

[00:25:57] Tracy Hoth: Yeah.

[00:25:57] Amy Lippmann: If we’re getting in front of someone else’s audience.

[00:26:01] Tracy Hoth: Okay. So good. And so simple. So if that is your strategy, there was one thing, Oh, with that, I always, you know, This is how I did it when back in the day I would speak. And my goal was always, if I was going to speak for free, it needed to be my ideal audience and it needed, I needed to be able to collect their email.

[00:26:25] Cause that was the goal was to grow my email list. And so what I would do was do a drawing or a giveaway. And at one point it was my little CD and I would. Have them write their email, email address and name on a little three by five card. And then I would collect them at the end and do a drawing and giveaway knowing that they, they would know they were going to get on my list and get extra organizing tips and all of that.

[00:26:51] Now, I mean, people do QR codes and you scan it and you give them the option to get. Uh, free tips and on your email and get on your email list. And I mean, I think it works best when there’s a giveaway that goes with it.

[00:27:05] Amy Lippmann: Yeah. I teach a strategy that’s similar to this and it’s where if you’re doing an in person talk, cause if you’re doing an online talk, you already have people’s information.

[00:27:18] They had to register for the event. And just like a little tip on that is if you don’t have a website yet, or you don’t have the tech know how or time or bandwidth to create a landing page to an opt in page for people to register for an online talk or webinar, you can use Eventbrite for free. To create a signup page and it works really well.

[00:27:45] You just then have to download the list of people from event bright, which if it’s your event, you’re able to do, and then upload it to your, to your email marketing system.

[00:27:57] Tracy Hoth: It’s so fun. One of my clients is doing that. We just talked about it this morning from a tech perspective, and it’s just a really quick and easy way to put up a page where people can sign up for your event.

[00:28:01] Amy Lippmann: If even if you’re the one hosting the talk for your audience, you can send people to. When you send out your emails or your social media posts, you can just link to an event, right? Oh, interesting. You’re partnered with, let’s say a yoga studio or a mom’s group or something. When you send them the material to promote your talk, just.

[00:28:33] Have them linked to that event, right?

[00:28:36] Tracy Hoth: Page. Oh, nice. Okay. So good. We talked about speaking. What about connections? Do you want to go back to when you were talking about the form or the little card you had people fill out? I wasn’t sure if you wanted to talk about that.

[00:28:44] Amy Lippmann: Thank you. You had said you’re so savvy with speaking and it’s how you grew your business.

[00:29:03] It’s how I grew my health coaching business. And honestly, it’s still a big speaking is still a big part of my business. I’m speaking right now. You are too, right? This is a form of speaking and I still give talks. So one thing I was just going to share is the strategy that That I teach my clients is to use as a particular form that we give them called an aha enrollment form.

[00:29:28] And it’s a form that you give out at a certain point in the talk where you’re asking folks to share, you’re passing it out. And you’re asking at that point for people to share what their biggest ahas have been so far. And then at a certain point in the talk, you’re telling them about. A free gift that you have that’s aligned with the topic of the talk and you’re telling people about that and asking them to check off on the form if they want that free gift.

[00:30:03] If they do to also provide their name and their email. The third thing that goes on that form is where your participants or your, your attendees can indicate if they’re interested in whatever the offer is that you’re making at the end of the talk. So if you want one on one clients and you are making invitation to my languages, initial consultation with a potential client.

[00:30:32] You’re making that invitation for folks to have an initial consultation with you. They can actually on the form, check off if they’re interested. In having that initial consultation with you, and then, you know, to follow up with them with a link to your calendar to schedule that.

[00:30:50] Tracy Hoth:  Oh my goodness. That is so valuable.  That is great.

[00:30:55] Amy Lippmann: It works really well. It’s a way to have everyone during the talk doing the same thing at the same time. My mentor taught me this strategy. So that’s now how I teach it to my clients, but rather than having the talk of kind of officially end, and then it being this like rush.

[00:31:21] At the last minute and people are already packing up and leaving and you’re trying to like give them this thing and get them interested. It’s kind of woven in towards towards the latter part of the talk.

[00:31:36] Tracy Hoth: Yes, sound strategy throughout the whole thing, not just you’re going in there to teach them something.

[00:31:42] I mean, you do have a purpose for doing this.

[00:31:45] Amy Lippmann: That’s right. And we know that there’s no lack of information, right? The reason that people need coaches is not just for information. They need the handholding. They need the motivation, the accountability, right? The mindset work that we do with people so that they can take the actions.

[00:32:09] If we just give a talk and it’s just, Lots of great information, then we’re not only are we doing ourselves a disservice because we’re not, it’s not a money making or client getting activity for us. Then we don’t have a business because we don’t make money or have clients, we can’t have a business, but we’re also doing a disservice to the attendees.

[00:32:33] Because we can’t assume that they know that there’s an option to work with us unless we tell them. Yeah.

[00:32:41] Tracy Hoth: Do you have any thought? What if someone is like speaking for their job as a professional speaking within their full time job? Is there any way to weave in that? That you have this side business. Does that make sense?

[00:32:58] Amy Lippmann: Yeah, it does. I think it very much depends on where they work, what the work culture is, you know, how supportive it is. I was working, as I mentioned earlier, when I started health coaching, I was working a full time job. It was in a nonprofit organization. They were supportive about what I was doing and I actually did give a talk.

[00:33:21] I actually forgot this until a few minutes ago when we were speaking. And I suddenly had this flash, this memory of me being in the conference room, giving a talk to people, which in hindsight, I’m like, how did I get myself to do that? Cause that’s actually can be quite, I wasn’t a speaker in that role and that organization.

[00:33:42] And I think sometimes it can be harder to speak. to give a talk to people, you know, but who know you in a different capacity than to just a whole fresh set of people who just walk in seeing you in this role as a health coach or as an organizer or whatever it is.

[00:34:03] Tracy Hoth: But it’s interesting too, though, thinking through that, that they appreciate your leadership or people that you work with know you like you and already trust you. For them to let you speak for you to at least offer to give a talk or to teach in a, in some event or whatever that’s coming up, they already know you and like you probably. So if they say yes to you, that’s such a great opportunity.

[00:34:28] So we could be willing to ask at least or offer. Yeah. Okay. So if we move to connections, Are there activities that you recommend in the connections building relationships?

[00:34:42] Amy Lippmann: Yes. There are four smaller buckets, which we call those bowls. I don’t know. Bowls within the buckets. They’re similar to each other and they also work together. One of these helps with the other. One is local groups. And I say local groups, because while there are lots of online groups, a lot of them are just Facebook groups where you can post, you can get support, but that’s not really these days a great place to get clients.

What we’re looking for are places where groups that have in person meetings, whether it’s a weekly meeting or a monthly meeting or whatever it is, but finding local groups that are interested in the topic of the group.

[00:35:43] It doesn’t have to be business related. It doesn’t have to be related to your zone of, you know, genius and what you do, but you know, it could be that you love running and you join a local running group, right? Yes. It could be a women’s entrepreneur perennial group that has more of a social vibe to it. It could be networking groups.

[00:36:10] I personally, I think you have to vet networking groups really hard because I was told to network. And again, this was many years ago, I was told to join networking groups when I started health coaching full time. And I did because I wanted to be that straight A student who did all the things if I do all the things then.

[00:36:33] Success will come, right?

[00:36:35] Tracy Hoth: Mm-Hmm.

[00:36:37] Amy Lippmann: And I put a lot of energy into four different networking groups and three of the four. I really hated going to these groups, but I just kept doing it because I thought this is part of the key to me being successful. So the idea with the groups is that you’re forming connections, true connections with new people, and as we know.

[00:37:06] Whether we’re meeting people in an arena that’s work related or not, we are sharing what we do with people, right? And if you’re not, then I recommend you start doing that. Start talking, being intentional about it and intentional about weaving in what you do, not hiding what you do. Cause that also. I see that happen a lot is just kind of not mentioning it because we don’t know how to talk about it or we, it feels uncomfortable.

[00:37:39] It’s new. So, but the key with the local groups is that it’s, it’s, it’s groups that you’re genuinely interested in. You would be interested in these, even if it had nothing to do with your business

[00:37:52] Tracy Hoth: and

[00:37:52] Amy Lippmann: with people that you enjoy being with.

[00:37:56] Tracy Hoth: Yeah.

[00:37:57] Amy Lippmann: Then second is live events, attending live events, which sounds similar to local groups, but it’s a little bit different because the local groups have live events.

[00:38:08] But when I say live events, I really mean sort of standalone events, like an event that might, maybe it happens more than once a year, but just these kind of one off events. And In particular, going to live events where they’re not free, and that doesn’t mean you have to spend 100, 200 to attend. If you have the budget for that, and it’s a great fit for you, by all means do it.

[00:38:39] You don’t have to go out of town, but if there’s a great event and it’s a plane flight away or a road trip away, I mean, those are places where you can make really deep connections. If there’s a conference or some type of live event, that’s a couple of days. That could be a great thing. But even in your local area, there’s lots of opportunities that are 20, 30, you know, in that sort of 20 to 50 range.

[00:39:08] And again, looking for events that you are personally interested in the topic and it just feels like the vibe that you enjoy.

[00:39:20] Tracy Hoth: I’m trying to think of some examples of. Let’s say local ones. Cause for a coach, I can think of lots of examples that I would want to go to and then connect with other coaches.

[00:39:30] Cause that’s my, but yeah, what are ones you have examples?

[00:39:37] Amy Lippmann: Yeah. Let me think of some. So, cause I was just looking up some events for my clients. I was making them a video and I mean, what I recommend doing is go to, there’s a few places to go. So go on Eventbrite. Oh, go on meetup, the meetups might all be free.

[00:39:58] I wasn’t clear about that. Also go to Facebook and events. In Facebook, and if you depending on where you live, if you live in a huge metropolitan area, then you might need to get, you might need to search for put in some keywords and search for some different things. But for me, I live in North Carolina, I live in The triangle area, which is I’m in the Chapel Hill area, but we’ve got Chapel Hill, Durham and Raleigh.

[00:40:31] So it’s a big enough area, but there’s not so much going on. So I just kind of looked for events in my area and was able to scroll through and find some things that interested me. Like one was about one thing I found was like about equity in the workplace. One was geared towards like women entrepreneurs.

[00:40:56] So, I just recommend having,

[00:40:58] Tracy Hoth: that would be fun to just look up and see, first to see what am I even interested in?

[00:41:03] Amy Lippmann: Yes, totally.

[00:41:06] Tracy Hoth: Good.

[00:41:08] Amy Lippmann: Local groups, live events, and then referral partners, which we’ve mentioned earlier, referral. So, with the other two, Local groups and live events. You may meet referral partners when you’re doing those things, or you might meet people who can connect you with referral partners.

[00:41:27] You might meet potential clients or you might meet people who can connect you with potential clients. So there’s lots of possibilities with referral partners. It’s more of a targeted effort of kind of like the speaking of researching, making a list of the types of. Practitioners or business owners, what have you, who would make good referral partners?

[00:41:52] What are the types and then researching? So if it’s yoga studios, for example, might be good, or let’s say acupuncturists might be good. Then looking and researching for acupuncturists or yoga studios or both, right? I mean, there’s no limit. I don’t recommend just picking one and researching those businesses or practitioners in your area.

[00:42:17] Ones that have online businesses potentially, depending on what type of business you’re looking at and, and reaching out to people. And sometimes you can make a, you can have someone make an introduction for you. Like if you were looking for chiropractors, you could ask around and say, does anyone have a chiropractor they love?

[00:42:42] Then if people say yes, you could ask if they would be willing to make an introduction for you.

[00:42:49] Tracy Hoth: Then do you ask them, do you want to become referral partners for each other? Or do you just set up a coffee chat to meet up with them? Or how do you approach it?

[00:43:02] Amy Lippmann: Yeah. I think what works best is to start by sharing what you have in common, right?

[00:43:10] Why you want to speak with them, right? We serve a similar audience. I’m always looking for a chiropractor to refer my clients to. That would be one example. I love to connect and learn more about your business, your practice, whatever the case is. And so the ask is for that connection call or connection meeting.

[00:43:37] In that meeting really Listening, getting to know, getting, being really curious and getting to know the other business owner in turn, they are likely going to also ask you about you and your business. And if it feels like a good fit, then starting to talk about how you could support each other and.

[00:44:02] Sometimes a first meeting might end with a specific plan and sometimes the first meeting might end with just some ideas and you’re going to follow up and meet again and discuss it further or email further.

[00:44:21] Tracy Hoth: I love that. Okay, so that was three. Then what’s the fourth one?

[00:44:25] Amy Lippmann: So the first one is personal connections.

[00:44:29] This is, I would say, in a way, maybe more of a shorter term strategy. But the idea is that Even if we’re brand new in business that we know people, we’re connected with people.

[00:44:46] We have friends, we have family members, we have maybe work colleagues or people we’ve worked with in the past. We have neighbors, right?

[00:44:55] Lots of different places and ways that we have connections and the people we’re connected to are connected to our ideal clients. Not every single person, but It’s likely that most of the people we know, know at least one person who might be a good client for us. And so. Reaching out to making a list of these people and then having a, having a process where you’re reaching out to a couple of people each week and finding a time to connect with them kind of like with a referral partner, but with a different purpose in mind with sharing what you do with asking if this is something, if the thing that you help clients with is something they’ve struggled with.

[00:45:47] Getting them to talk about it. You’re kind of gathering market, market research in the process, asking what they’ve tried before, what’s worked, what hasn’t worked and asking if they know anyone who has struggled with these areas or are looking for the results that you help people get and then asking if they would be willing to make an introduction for you.

[00:46:15] That’s so good.

[00:46:18] Tracy Hoth: Okay. Well, let’s do the third one too – social media.

[00:46:23] Amy Lippmann: As I mentioned earlier, I have a particular, I don’t even know if you’d call it a philosophy, but I have a particular take on social media. Which is that I think a lot of us are really tired and drained by social media.

[00:46:40]  I see a couple of different things happening, particularly with my clients. One is either they think there’s, they need to be doing so much on social media that they, it’s overwhelming to them and they have no desire to do it, that they avoid it. And it kind of stalls out their whole business because.

[00:47:09] It’s they feel like this is sort of one of the main things they should be doing. And so if they’re not doing that, then they’re, they’re not doing anything else instead. They’re just not, they’re not really taking action. They’re kind of in that frozen. State.

[00:47:27] Tracy Hoth: Yeah.

[00:47:28] Amy Lippmann: The other thing that I see happening, it’s kind of the reverse, which is clients sometimes leaning so heavily into social media that they’re spending all of their marketing hours on creating content and posting content on social media and they’re not getting clients from it.

[00:47:50] I like to look at social media as a part of our ecosystem, where at least to start, I recommend just having one or two pieces of content a week on social media, whatever platform you like the best. And keeping in mind that The people that you’re meeting, who are starting to follow you from all these other things we’ve talked about, right?

[00:48:22] Whether it’s speaking or live events or groups or whatever, that they’re also probably checking you out on social media. And, and so if you’re posting just one or two pieces of content a week, it gives them. A greater sense of what you’re all about, your personality, your philosophy, your take on things. If they’re following you, then after that point, they’ll, you know, some percentage of those people, not all of them are going to see your new stuff.

[00:48:53] It’s another way for you to stay fresh in their minds. In addition to that emailing, Um, mailing your list once a week. It’s kind of an additional piece, right? Not everyone who follows you on social media will be on your list. Not everyone on your list will be following you on social media and some people will do both.

[00:49:14] Right. I find that when we just, we set a goal to post one or two times a week that it’s doable and then we can actually create something that’s. Valuable, right? It’s not just like ticking, ticking off the box. Okay. I need to create five posts. So let me just like pull a quote and let me just post a pretty picture and let me write, it’s like we can do something more thoughtful and meaningful when it’s just one, Piece of content, and then we can focus our attention on the other things that we’ve talked about today that are going to more likely be bringing you clients.

[00:50:07] I always say, if you are someone who loves social media and you’re using it and you’re getting clients from it, by all means, keep doing it. Like don’t stop doing something that’s working for you, right?

[00:50:21] Tracy Hoth: Because there are the type of people. that love it and get clients from it because they love it so much or they’re doing it right.

[00:50:30] Yeah. Then there’s a larger percentage, probably the rest of us that don’t really want to do it, but no, we should do it. I like your take on it. I post one piece of valuable information each week.

[00:50:46] Amy Lippmann: Yeah. You make a great point, which is – whenever we’re doing something we love doing, like it’s just infused with such the best energy and people are drawn.

[00:50:59] That’s what they’re drawn to, right. They’re drawn to other things also, like what’s our message. Are we offering something that meets a need that they’re looking for? But outside of that, the reason people hire us. It’s because they’re drawn to our energy. If you’re doing something that you just think it’s a drag and every week you’re just forcing yourself to do it, but it’s a drag, then that’s something to look at.

[00:51:31] Be there. Shift. your time to spend it somewhere else that’s client getting or see if you can shift your energy around that particular thing.

[00:51:41] Tracy Hoth: Yeah, this has been so good. And I mean, we could be talking more and more and more, but I’m like, okay, let’s wrap it up because this is good. So the takeaway, I want everyone listening to just decide which would be if, you know, let’s say they’re starting over, what would be the one thing that they would start with?

[00:52:03] Like you said, you help your clients do choosing the one thing and then layering on the other parts after you have that.

[00:52:11] Amy Lippmann: Yeah. Start with like, you know, notice like what when we were speaking, like what did you feel drawn to? What felt exciting? What felt fun? Where do you have a sense that there’s a lot of possibility for you?

[00:52:24] Even if maybe it feels a little bit uncomfortable, a little bit scary or stepping out from behind your computer, right? It’s definitely that balance. As you were talking, I was thinking that you could sit behind your computer and post a lot, but going out in public, what I have to leave my office and then how do we want to look at it?

[00:52:32] Tracy Hoth: I loved just the option of doing things that we enjoy and meeting people and making connections. They’re just so many options. There really are a lot… so I love your question. What kind of got you excited about it? And then pick that and let Amy and I know how it goes and when your next client, you know, how they come from your strategy of doing these activities.

[00:53:13] Amy Lippmann: I can’t wait to hear.

[00:53:15] Tracy Hoth:  I know. Okay. Amy, tell us, where can people find you?

[00:53:25] Amy Lippmann: You can find me at marketingforhealthcoaches. com. I also have a podcast – The Marking for Health Coaches Podcast, which you can find everywhere. I have a recent episode with Tracy on there. It’s amazing, so definitely check that out.

[00:53:37] Tracy Hoth: Your podcast, I have to say, is so good. You do such a good job covering these topics and you have such a, I was trying to describe it before we hit record, just this compassionate, really helpful energy about you. Even if you’re not a health coach, you should listen to Amy’s podcast because she just gives you so much value in that.

[00:54:01] I love it. Well, thanks so much for this conversation and for sharing your specific things you teach your clients. It’s been really, really good.

[00:54:12] Amy Lippmann: Thanks, Tracy. I’ve loved being on the podcast with you. Such a fun conversation.

[00:54:18] Tracy Hoth: If you’re finding this podcast useful, you must check out the Organized Coach Academy.

[00:54:24] It’s my course where I walk you through every step to get your business organized, to get yourself organized, to stay organized, save money and time to prepare to hire someone to do all the things that you want to do in your business with ease. Check that out at

[00:54:45] Also, I’m sure you’ve heard this a million times, but I would love it – it’s my way of knowing how you like this podcast – if you leave a written review. I have lots of freebies for you. They’re linked in the show notes. You can also find him in my bio on Instagram at @TracyHoth. Until next week, have a beautiful day.


Tracy Hoth