"Unlock the Secret to Doubling your Leads" | Hailey Rowe

Hailey Rowe is a Marketing/Sales Coach & Linkedin Lead Generation Service Provider.
 
 She helps service-based business owners (especially coaches) get clients consistently, develop their no brainer offers, & grow their income without the social media overwhelm. 
 
 She shares her F.A.S.T. framework, marketing, and business  tips in her Health Coach Nation Podcast & in the Health Coach Nation Facebook Group (https://wwww.Facebook.com/groups/healthcoachnation). 
 
She’s been named as one of the Top 25 Coaches in Chicago & one of the Top 6 business podcasts for health coaches. Since 2010, Hailey has worked in the coaching industry & in business development/marketing for startups. 
 
Hailey’s philosophy: You can have an amazing service and impact to make, but without a strong mindset, and sales and marketing plan, your business will remain a hobby.
 
To learn more about Hailey, go to haileyrowe.com, or connect with her directly on www.Instagram.com/hailey_rowe 
 
LINKS FOR SHOW NOTES:
Website: https://haileyrowe.kartra.com/page/businesscoach
Instagram: Https://www.instagram.com/hailey_rowe 
Facebook: https://www.facebook.com/officialhaileyrowe 
Podcast: https://podcasts.apple.com/us/podcast/health-coach-nation/id1305968926 
Facebook Group: www.facebook.com/groups/healthcoachnation 
Linkedin: https://www.linkedin.com/in/haileyr
Tik Tok: https://www.tiktok.com/@hailey_rowe/
Free Content Roadmap: https://haileyrowe.kartra.com/page/content

Linkedin freebie: https://haileyrowe.kartra.com/page/linkedin 

Transcript

Josh Bolton: 0:00

Hello, hello everybody. So I was going through and editing up the show and for some reason the intro music wouldn't work. And now I can't right record a pre intro for starting a whole new project and then importing that. So been a bit of an interesting Saturday morning editing up everything. But yet today's show with Haley was fantastic got me and my eyes open to the concept of LinkedIn. Using it for lead gen, I really need to create a big pleat on my LinkedIn profile after chatting with her and she just gives some nuggets away and some promo stuff. So definitely listen in for her free advice and her her different websites. And yeah, let's get right into it. Oh, wait, one more thing. Be sure to check out the podcast, subscribe to it, share it tag me on social media, but also on YouTube. Same thing, Josh Bolton show, I have this video posted and I have chopped it up into like five minute chunks. So I'm looking for your guys's input and review. Alright, other than that, thank you have a wonderful day. And let's get right into it. Welcome everybody. We have Hayley row on we were just chatting earlier. And it was one of those. I got so excited with the chat. I kept going in and we're like books. But yet awesome lady already love her energy, her smart, beautiful woman. I'm gonna just ramble. Take it away, Haley.

Haley roe.: 1:21

Yeah. Hi, thank you for having me. I am Haley roe. I'm a marketing and sales coach and podcast host of health coach nation, which is a show for coaches who want to grow their business. And then I also do LinkedIn lead generation services for b2b service providers who want to get more collab opportunities, Discovery calls and clients using LinkedIn.

Josh Bolton: 1:43

I think most people using LinkedIn one had. So that's going to be a very big one we're going to get into, but I didn't know about podcast part. How long have you been doing that?

Haley roe.: 1:52

Yeah, so I have had a podcast since right around late 2017, early 2018. And initially, you know, I wasn't super consistent. I was pretty consistent, but not you know, the best with it. But overtime, now we have an episode every week, and it's been going ever since.

Josh Bolton: 2:11

Nice. It's just are you interviewing different coaches? Or is it more like a solo? We're like, Okay, this is what I know, was what you should do kind of thing.

Haley roe.: 2:19

It's a combination. I have some guests on things like client attraction and marketing, sales time management mindset. And then I also have solo episodes on those things.

Josh Bolton: 2:32

On stage, perfect blend. That's awesome. So it's almost what, like five ish, six ish years now. Yeah. If visual maps, not my strengths, I'm trying to say here. But that's awesome. And then. So the LinkedIn part, we were talking about this earlier, and this who had to like put the pause, and you have this full method of turning out cold to warm lead. We start with the first layer of it.

Haley roe.: 3:05

Yeah, for sure. So I have a system, I call the four basics of client attraction. And it's basically the process you would use when you're picking a marketing strategy. And you once you have that decided, you now have to have a process for taking those cold leads to clients. And so to kind of make it more simple and less overwhelming, it really comes down to connecting, engaging, making a pre offer, which I'll explain what that is, and then the sales process. So obviously, not every lead is going to make it all the way through all four steps, but they are there for you. And sometimes people will stay in one step longer, and then move to the next one or you know, that kind of stuff. So the first step with connecting, what I mean by that is you want to be putting yourself in front of your ideal client. So a lot of times people wait and hope that people will come to them like that. They'll be like, Oh, I have a website. And they'll think that that's good enough for people to just start coming to them. But the truth is, we have to be the ones to take the lead in the beginning of our businesses and connect with our ideal clients. So that might look like sending a connection request on LinkedIn that might look like, you know, engaging with somebody on Instagram, you know, it could look like going to a networking event, but you need to decide what's going to be your connection method, right? And then you want to engage. So at this point, what you're going to do is get an interest in other people. And rather than thinking what's in it for me right now, you're thinking about how can I get to know this person? And how can I ask perhaps an intentional question that allows me to know what they're doing, how I might be able to help them in the future. So a random question would be something like hey, what's your favorite color? Like? That's not an intentional question that can really cause growth in the way that you want with and really a relationship. But if you're going to ask something like, Hey, it's great to connect, I saw we both follow so and so or we both are coaches or whatever. We'd love to know what you're working on these days or something like that. So then you can get a grasp on what's important to them, what are they working on? Is there any ways you can connect them with somebody or help or ask them a deeper question to go somewhere with the conversation, and then you want to move to the pre offer phase. So this, what this part is, is where you're going to ask permission to help. So if they've shared something with you, that you feel like, you could offer a resource, or you have a podcast episode on that, or you have a free training coming up or something, you could be like, Hey, I have a free blah, blah, blah, coming up? And would you be interested in attending it might help with your upcoming launch or something like that. So that's the next stage. And then the last stage would be the sales process. So once you have a pre offer, like once you've given value upfront, or results ahead of time in your free training, or your free checklist, or your podcast episode, or whatever, then you can see, do they want to go deeper? Do they want to hop on a discovery call? Or do they want to check out your sales page or whatever it is? So overall, that's kind of the overview of the basics. And I do have, if you want to share with your audience, I have a free LinkedIn script example for both collaborations and potential client conversations that we can put in the show notes or you can DM me on Instagram or something at Haley underscore row, if you want the link to that.

Josh Bolton: 6:41

Yes, share me the link and also put your Instagram so that's one of those still does DM you to cool. Yeah, that would be awesome. I will sit here like I actually want to review it.

Haley roe.: 6:51

Cool. Yeah. Love that.

Josh Bolton: 6:54

Awesome. So then, what for the? Is it more a game of volume or like deeper connections? Because like, Gary Vee says, just blast 100 people every day until something hits? A lot of people are telling me now No, you need to like, actually get to know the person.

Haley roe.: 7:13

Yeah, I think it depends on which marketing method you're choosing. So I think it's more about quality. And if you can pre qualify your leads, like if, you know, wow, I look at this person's profile, and I see my ideal client and I see that they're struggling with something or even better, if you can prioritize the leads who are raising their hand on your quote, unquote, pre offer posts, like posts where you are sharing your freebie or posts where you are asking a question to see people want to engage or come to your free training or something, those are way higher priority to connect with and way more quality leads, because they've already indicated they're interested. So my suggestion would be focus on first if we had to prioritize the warmest leads you already have. So people who've already signed up for your Facebook group or your email list or whatever, or have raised their hand that they want your freebie or something like that in a post. And then you would maybe be building new relationships. And that, of course, sure, there is a numbers game to it, which is why like, as a LinkedIn person, for my clients, we're sending out the maximum, you know, 200 connection requests a week, so that you can save time and build those quality relationships after that, and at least have the invites going out to your ideal clients. And we do targeting with Sales Navigator. So it's like better quality than just like, oh, random person we found, you know, so there's that. But at the same time, you don't want to just blast something. You know, I think Gary Vee has a point to obviously, the more you do, the more than naturally is going to stick. But if you send out 100 messages asking what's your favorite color going back to like the intention behind it? Again, it's not like, that's a waste of time, right? So I do think quality does matter if you can.

Josh Bolton: 9:06

Yeah. Lately, especially for me, a lot of people have been emailing me emailing me to come on the show. And a lot of them very generic. Oh, I love your show. Love this. Blah, blah, blah. I have a guest for you. And it's kind of like, did you actually listen to it though? And it's the one the few who are like, hey, at least listen to this one. Do you have really good bait? base and foundation on how you interview people? I think so and so would be a good guess. Those I listened to. So the quality?

Haley roe.: 9:34

Well, and that's a good point. Like you have to ask yourself, How can I stand out to this person? So I got an email. I get cold emails all the time to just like you and somebody was like, hey, like they made me a personal video and a really good offer. They were like, hey, could I send you to Instagram post captions for your posts so you can see my copywriting and see how I'd write for you and your brand voice and blah blah blah and I was like sure Like, yeah, I want to see that. It was hard to say no to because I was like, well, what's the downside? I can just check this out. And if they're great, maybe they could be a team member or something. But point being they took the time to see how can they stand out. And you can always, you know, voice notes stand out more than written. You know, personalizing the name stands out more than somebody who just sends something generic. So there's like little ways you can stand out. But then there's also big ways you can stand out with like, a really great pre offer.

Josh Bolton: 10:30

Yeah, like the biggest one to this day, and I still push his services. He's gone up, but it's still worth it. The podcast site I use on podium, he actually, like, took the time to listen to like, 10 of my episodes, and quoted each episode, and I was like, Oh, damn, whatever he's offering, he's serious about it. And I think

Haley roe.: 10:52

I love that. Yeah. Right.

Josh Bolton: 10:54

And that's where then he said, Yeah, cuz you'll be grandfathered in at this rate, like, as long as you pay your bills. And I was like, hey, like he made this quality pre offer he did. That's why I'm like, he built a, like, a demo site for me. So he's like, here, this is, this is what yours would look like. You like it, and message me. And I just said to him, like, wow, this, even if it was automated, this is like high quality stuff kind of thing. Mm hmm.

Haley roe.: 11:21

So in that, in that case, that guy probably does less offers a day, but their quality offers. And so he probably gets a higher conversion rate. But if you go in, if he went in with the mindset, like, Oh, I'm gonna do this for all these people, and then I'm gonna feel resentment. And then I'm going to be like, upset that none of them signed up for anything. He wouldn't stick with that very long. But no, probably burnout. So I think another thing to just address is that your mindset in doing this has to be clean and pure, and, you know, looking to serve, and not like coming from like, I'm gonna burn myself out and resentment and whatever. Because I've seen that happen to where people are like, well, I did these and I got x back. And I think there's going to be X number of, you know, return on your time and investment. But I also think, overall, the seeds you're planting long term, come back to you in different ways and forms. And if you're attached to it coming back in a very certain way. You're setting yourself up for burnout and failure.

Josh Bolton: 12:24

It's like the hamster running on the wheel. You're like, it'll eventually move and you're like, Nope, never will. Yeah. So what else? Am I missing for your the LinkedIn strategy? Do you have other nuances we haven't gotten into yet.

Haley roe.: 12:41

Yeah. Well, I think there's a couple things. Number one, when it comes to LinkedIn, you always have to ask yourself with a filter, like, What is my purpose for using it? So in other words, you might work with let's say, I'm a copywriter, and I work with coaches, okay, well, then I can use LinkedIn to connect with my direct client, my direct ideal client, and use it for the purpose of can I, you know, provide some copywriting samples? Or do you want to hop on a call or, you know, that kind of process. But if I'm a health coach, and I work with moms, I, there's no filter on LinkedIn to be like, Hey, I'm looking for moms, you know what I mean? So she, he or she, who whoever this health coaches, they would need to think about how can I use LinkedIn to either get corporate lunch and learns to get in front of my ideal client? How can I form referral partnerships with people who have moms as their ideal clients? How can I get on podcasts at Mom's listen to using LinkedIn and search podcast hosts? Like you'd be using it for a little bit of a different purpose? So collab partners or speaking opportunities or things like that? So that's a question to ask yourself before you develop your strategy and your LinkedIn script, ask yourself what am I trying to use this for. And then the third thing is or whatever number we are on, would be, make sure your profile is set up in a way that's really clear about what you do. So right below your profile picture, if you don't have like a clear in that little short summary bio about what you do. If you don't have anything there that's talking about like the key results you provide or anything that boosts your credibility or anything at all you need to update that to be in two seconds. I can no like wow, here's what this person can provide for me as far as results and they seem interesting to me because blank, and you know, same thing with like your LinkedIn cover photo and your bio and all that stuff. Like you can use that space to be talking about your freebie or what you do or, you know, look professional.

Josh Bolton: 14:55

Okay, so then, would also like Oh, posting on LinkedIn, like normal posts like I did, I had a great session with my client. The Navy, like another day is like the going hiking medical place. And then like the so that's like Tuesday, Wednesday, Thursday is like an offer. Is that one of the strategies for posting you would recommend or like I was just like, what's your formula?

Haley roe.: 15:22

Yeah. So for posting on LinkedIn, I think it's very similar to broad content strategy, which is like, you know, number, there's, there's a couple different types of posts you want to hit on. One is social proof. So going back to what you said about, okay, I want to talk about a client session today and their win that they had or their aha moments, or I want to share a testimonial today, or I want to share an interview I did with a client about their experience, like those are a good type of posts to cover, at least once a week. And then you have the like, educational value based tips type of posts, where it's like how I went from blank to blank. And you can always have a call to action and those kinds of posts. Like, if you want to do this to book a discovery call, or if you want to go deeper, get my LinkedIn lead gen script, or whatever. So that's always good. And then the third type would be something that boosts your credibility. So if you were on a podcast, or you wrote an article about, you know, something in your industry, or something you couldn't use those kinds of posts, storytelling posts would be another one. That's a big one for the emotional base type of people in your audience who want to see like, how, you know, are you relating to how they're feeling? Do you understand them? And so it is the same kinds of posts the difference between LinkedIn No, and other platforms, you know, Instagram, for example, is LinkedIn is a lower maintenance platform. So you don't have to post three times a day like you do in Instagram stories, like it's not, I like that. It's not like that. And I like that. It's networking based. So people go to LinkedIn, for business for professional stuff for networking, like they expect that compared to other platforms, sometimes people just go on there for entertainment, like tick tock. So it's an intentional platform. And then the other thing is, you probably wouldn't share like your, you'd still share personal posts on your LinkedIn. So I do see like, I had a LinkedIn expert, as far as content goes on my podcast. And he his most popular posts that got like millions of impressions or something crazy, was a post he did about adopting his daughters. It had nothing to do with what he does professionally. It was just about his journey that that adoption and helping people who are looking to adopt, and it was like his most popular post. So the point is, you know, you can share personal stuff, but what you probably don't want to share is like dancing Instagram reels on LinkedIn, that's not the place for that.

Josh Bolton: 17:52

Okay, you would do this better than me didn't leave it in at one point have like Instagram shorts. And then or No, no, sorry, the stories.

Haley roe.: 18:02

Yeah. Yeah. So they did have stories for a little while. I don't know if they still have it. I do know now. Oh, really? Okay, I haven't checked. I didn't really use that that much, to be honest. But I did use LinkedIn live LinkedIn live is a great thing. Now everybody can do it. I use stream yard to go live on LinkedIn. And

Josh Bolton: 18:27

so do you do a lot of live streaming as part of your content strategy?

Haley roe.: 18:31

I do a decent amount. So what I do is any podcast interview I'm doing I do it live so that I can repurpose it but also use it as a live and then sometimes I'll go live to like answer a common question I get or things like that.

Josh Bolton: 18:47

Okay, cool. So yeah, like a q&a session, like, Hey, I'm going live Friday. You have my ear for an hour. Come on over kind of thing. Yeah. Cool. That's such a really good. Do you use a lot of like Russell Brunson strategy for getting clients to?

Haley roe.: 19:05

I really like a couple things about Russell Brunson strategy. I don't use everything that he talks about. But I love that He has that exercise of come up with your dream 100 list. Big fan that. So what that means is write down a list of 100 blogs, influencers, organizations, potential clients, events, expos, etc. Where your ideal client would be and start to build rapport and make offers to do something collaborative with those people. So I do that and then another one that I like about Russell Brunson. I like his I don't use his exact webinar formula. They actually have a couple tweaks I think, could have worked better for me because I've done it two different rounds. One Russell Brunson. Zwei 100%, and one Another mentors way. And other mentors way worked a little better. But I like his perfect webinar script, or templates. As far as how he leads his webinars, I think those are really good. And I like that he's just omnipresent. And he's very good about being a balance of professional and personal, like, he's not afraid to talk about his face and things like that and scare some people off. But that's why he also has raving fans, if that makes sense. He's not afraid to be polarizing. And that actually helps him stand out.

Josh Bolton: 20:36

Do you think the stance like that is important, especially in nowadays, markets, where you have to like being vanilla, you're not going to really get clients?

Haley roe.: 20:47

I think you can be vanilla. I mean, to be really honest with you, I'm not the best at like, I'm super logical, very practical. I would never post like a picture of me crying or something on my Instagram, like, I'm a very private person. So I'm pretty vanilla. But so I don't think it can, you know, isolate your business. But I do think that it will help be like helping you be more of a magnet for the people who are right fit for you. So like I do talk about like, most people would know my values by looking at my social media, they know that I'm into personal growth, they know that I'm into family, they know, you know, that kind of stuff. So I think that if it doesn't kill you to not be polarizing, or you don't have to be polarizing for no reason, if there's not anything controversial, you really have to share, but it will I mean, I'm sure, Russell Brunson has probably stood out more than me, because he's does that kind of stuff.

Josh Bolton: 21:52

Well, I think I, this isn't my personal theory, and I've never had the chance to ask him in person. Maybe one day I will. But I think he rebels in it. He likes everyone yelling at him, because it's more impressions. Even if it's terrible, profane things. It's like I've now successfully reached 2 million people.

Haley roe.: 22:08

Yeah, well, you know who else is big about that as Grant Cardone?

Josh Bolton: 22:12

He's dude. It's pretty easy, huh? But yeah, he's good at he's, he's good at just getting everyone's feathers all flustered, and then just capitalizing on the ones that are still there. Yeah. Do you? Do you follow grant cardones some of his methods do.

Haley roe.: 22:32

Um, I in the very beginning of my business, I read his book, The closer Survival Guide. And it was a phenomenal book if you're new to sales. Do I agree with everything? He says? No. Would I say some of the things that will come out of his mouth? Absolutely not. So I think it's about taking what's useful, discarding what's not and making it your own, as the Bruce Lee quote says, but that was one of my best books I think I've ever read on sales. And it drastically improved my business when I was first starting out.

Josh Bolton: 23:06

The big one for me is zombie loyalists. Say that again? Zombie loyalists.

Haley roe.: 23:12

Oh, okay. Who wrote that?

Josh Bolton: 23:15

That's a good question. But it's it's essentially saying you treat your your, your fans like your your customers as a zombie. And like any zombie infection situation, you don't want them to turn against you. Because then when one turns, they all turn. And it was just one of those and then he was going through sales methods and like you want a good CRM. And he's like, obviously eventually upgraded to whatever you're doing. Pointless Peter Shankman.

Haley roe.: 23:53

Okay. I'm gonna look that up. That sounds good.

Josh Bolton: 23:57

Yeah, and that was that was the big one for me. Because he said, He's similar view as as he's like, You don't have to be this crazy, like, always grabbing attention. And he's like, tend to you're like five loyal zombies. And then they'll go out infect others, like the symbolic like, they'll go out. And then it'll get to the point, there's so many, you're gonna be like, Okay, enough. I'm good. I get it. Thank

Haley roe.: 24:17

you. Nice. Okay. I like that.

Josh Bolton: 24:22

Yes, it's cool. I guess it would be like his lead generation. Like, if you actually listen to the book, and he usually says it near the end. He's like, if you have any questions, literally just shoot me an email. I'll reply it to it. Because like, obviously, if it's something stupid, I'm not gonna reply to it. Like, probably like, what's your favorite color?

Haley roe.: 24:39

Right, right. Totally. It kind of that concept kind of reminds me of the 1000 true fans. I guess. I don't know who came up with that. Was it maybe Keith Kelly or Tim Ferriss, or I don't know who it was. But somebody said if you have 1000 true fans, you can have a sustainable but This is like, if you have 1000 true fans who pay you $100, you're at a million dollar business. So like, it's all about starting with the grassroots like, lowest hanging fruit people in front of you, and really building up your tribe and community, and how that can spread and how if you create a community and tribe around your brand, it becomes a lot easier to be growing. You know?

Josh Bolton: 25:24

That's true. Yeah. And I think a lot of people in general coaches, content creators take that they look for it, they just build for their 1000. And then obviously, if there's more, that's great. But it's like, they are always talking to their their 1000 followers kind of thing. Yeah. And, at least for me, that seems the most stable and sustainable one.

Haley roe.: 25:45

Right? Yeah. Especially organic marketing. If you're doing organic marketing, you have to, you know, be very relationship building oriented and very word of mouth oriented, that kind of thing.

Josh Bolton: 25:58

Absolutely. Is there? So do we want to go into like the actual copywriting stuff you do? Or anything else? Yeah. I

Haley roe.: 26:08

mean, we can talk about whatever your audience struggles with. So if they struggle with how do I structure my content? Or how do I speak to my niche or my content? Or if there's anything related to business marketing time management type of questions, we can definitely go into that my

Josh Bolton: 26:25

so let's actually do especially the speaking to my audience, as a big one. I've the few actual guests that email me they say that they're like, Oh, my God, I like thank you so much. But what am I I don't know what I'm supposed to say kind of thing.

Haley roe.: 26:40

Okay, yeah. So I have a process. And I have another freebie for this. It's like content roadmap. But basically, it takes you through a process where you could come up with your 30 ideas for your ideal client, and posts. And what how it works is you come up with for, like, well, it can be anywhere from two to four pillars or themes that you want to be known for. So let's say for mine, it's marketing, sales, time management, and mindset. Those are like, the main things I kind of talked about. And underneath each of those, write down key problems, quotes, questions, issues, excuses, goal goals, or dream outcomes that your ideal client would have and if you're not sure what that is, you have to do a little bit of research and and ask them or think about past clients or look on the you know, look on forums and support groups and stuff to see what people are talking about. Right? So come up with those ideas and something to help your brain if you get stuck on this is thinking about like, inside of their mind, what are their issues or excuses. This is kind of a Russell Brunson thing. He talks about internal problems, external problems, and then vehicle problems. internal problems are mindset limiting belief problems that your ideal clients have within what you do, or what you coach on or what you teach external art, things like time, things like the people around me or their fault or their problem, like what what external things to people blame in your niche. And then the vehicle ones are things that objections or issues that people would have with the with the way you help them get to the dream outcome. So if you are a health coach, and you talk about meditating or something, and you know, your ideal clients would be like, or, you know, people who check out health stuff feel like oh, meditating, so boring, I'm doing it wrong, why bother? That might be something you address in your content, or like anything they'd have to the vehicle like objections they'd have to how you help them get there. So once you brainstorm underneath your pillars, the top issues and things like that bullet points, you then want to take those and turn them into hooks or headlines for posts. And best news ever is like, you can probably turn one idea into like, eight different posts. So for example, if I wrote under one of my pillars, I wrote one of the excuses my ideal clients have when it comes to let's say, I'm a I don't know, let me think of an example. I'm a copywriter or something. And people who have a, for example, a vehicle objection is they think they need a business coach and not a copywriter. When really what they need is copywriter because they know their business message, they know what they offer, and now they need somebody to write their launch emails or something. So I might make a post with a hook or headline like three signs. You need a copywriter that'd be one post, or three reasons why or how You know, if you need a business coach versus a copywriter, or an that'd be another idea, or it'd be like, now you might come up with a story hook from that, like, why hiring a copywriter for my client, Jane was the best business investment she ever made, or whatever. And so like you would, you can come up with ideas from those things you wrote down in your big brain dump. And then it's time to structure the post. So once you have like a couple hooks or headlines, the structure you would use for posts, you can decide if you're going to share it in a video, you can decide if you're going to share the message in a real or written post or whatever. But regardless of what you choose, you'll usually follow a general structure of giving the hook, then you'd go into either establishing credibility or agitating the pain point. And then you go into the body section of the text where you actually deliver the message that tips the story, whatever it is, that is the main part. And then you would go into a call to action. That's kind of the simplest Now, are there more refined ways to deliver your posts? And can you Google copywriting formulas to do that? For sure. But that's one that I think to start with content, people just need to simplify it. So they actually do it and get into practice of it and get into practice of thinking how a post works. Before they get all fancy about like using some of the more sophisticated copywriting formulas.

Josh Bolton: 31:23

Yeah, you definitely just need to have the habit like do it for like a month or two just posting, not even caring about the results. Just then once you get the habit, like you said, then you could like, Call someone like, you'd be like, Okay, what's your formula again, so I can actually get better? The generations? Yeah. So I'm just really curious for you, do you use like something like buffer to schedule all your posts for the different platforms? Or do you actually like go in and post

Haley roe.: 31:51

it, I go in and post it because on each platform, they like it better. They seem to like it better when you post it natively in the app, the algorithm does. So if I, you know, post directly in Instagram, it might get more views than if I were to schedule it in buffer first, and then do it. But I say Do whatever you can actually, you know how you can get the post out, just do it. So that schedule it with Hootsuite or Buffer or later or whatever those apps are? Go for it.

Josh Bolton: 32:25

Yeah, I've noticed that too. I was using buffer like religiously for like most half of the November 1 part of December last year. mainly used to protect talk because I'm like, every time I get it, and like there's instantly 40 minutes gone, kind of thing. And I noticed those didn't I have a consistent 300 years there. But every time I would post on buffer barely gets 50. And I was like, they don't like that at all.

Haley roe.: 32:50

Yeah, for sure.

Josh Bolton: 32:54

So I'm just curious for you, then the especially the time management part, how, what was the Do you have a special offer for that one, too? I do. Yeah, there we go

Haley roe.: 33:06

and overwhelmed cheat sheet and masterclass to help you overcome what's bothering you the most when it comes to what's on your to do list and, you know, overthinking every step and being a perfectionist, because I think when it comes to time management, like actually blocking things in your calendar and doing them is, is pretty easy. But what gets in the way of that is distractions and overthinking and perfectionism. And you know, how long is this going to take me and making it this big dramatic thing, and not breaking things down. And so I think the key is to be able to manage your mind and your time together. And know that however much time you give yourself is how long things are going to take or give yourself more time than you expect. And then learn how long things generally take you. And keep refining from there. So like for me, a huge time management tool that I use is an app called toggle it spelled T O GGL. And it allows you to track your time for the week, how much time you're spending on different activities. And then at the end of the week, it sends you an email with your summary report for the week. And it's been so useful for me because I've been able to see like, first of all, when I'm timing myself to do something, I'm not going on Facebook, I'm not scrolling. I'm not I'm like I'm on a timer. So I have to pause the timer. If I'm gonna go get a drink or do something else. I need to pause it because I'm not actually doing the task. So it gets you more aware of like when you're getting distracted. Number one. And then number two, it allows you to look back at your week and be like, Why the heck did content take so long this week? And then you're like, Oh, well because you know, such and such happened or I got sidetracked? Or because I didn't have a plan or whatever but it allows you to become more self aware about what's maybe taking you so much time and how you can amplify or streamline or Fix your processes a little bit to be improving how you're spending your time each week.

Josh Bolton: 35:06

Yeah, that's the biggest one for me. I'm just curious. I'm sidenote, I'm sure you have a very good answer for this. How do you calculate the unexpected hiccups like you're going to work and there's a unexpected amount construction kind of thing.

Haley roe.: 35:19

Totally. So the thing I like to do is literally plan and understand that there's probably knowing your patterns, knowing emergencies, knowing if your kids, you know, tend to bother you a certain time of day more than others, like plan that plan that in there, like knowing that they might be one emergency this week, when is going to be my overflow time for if I didn't get everything done this week, is that Sunday afternoons is that no, you might not need to use it. But it's kind of like a tool to be like, Okay, I know that I might not hit all my targets within XYZ days are during this time, because my kids might need me to pick them up from school, or I might have to run an extra errand. I didn't expect or whatever. But kind of being like, okay, realistically, knowing that either I need to change my milestones for the week and expectation. So I'm not, this is another big thing people do. They overestimate how much they can do. And so then they let themselves they beat themselves up when they don't do it. And then they skip time batching and doing this stuff all together, because they're like, well, what's the point like, I just keep letting myself down. And they beat themselves up so much that they fear getting better at this process. So my suggestion is, plan for make realistic plans, plan that there's going to be some emergencies, you might not know when they're going to be when it's going to be you're overwhelmed over flow time. And then knowing and kind of observing your weekly patterns and stuff become more and more realistic about what you can do in a week.

Josh Bolton: 36:51

So would also like reading the task, like, this task is a rank one this is like Do or die, you gotta get this one done in like fours, like, if I don't hit it, it sucks. But it's not the end of the world.

Haley roe.: 37:06

Totally. So I have two ways of doing that one, I have like my daily basics that are things like every day, I kind of want to, I want to tackle these things, or I have a target for the week, like three times a week, I want to do these things. And that's a pretty short, you should make that list pretty short. Because if you make it like 10 different things, it's gonna be pretty elaborate and overwhelming. But I usually it's about four or five things. For me, it's like I want to, you know, work out for X amount of time each week, I want to make offers for collaborations, this many targets this week, et cetera, et cetera. Then I have like my separate lists, it's not like I do these things every week recurring, it's more just like my list for the week, where these are the things that if I don't do, there will be major consequences. Like, if I do not renew my license this week, it will expire. And I'm screwed, right. So as like, though, that's where that kind of stuff goes. And then I have like a, you know, upcoming list where it's more like these things kind of need to be done. But it's not like if I don't get to it this week, I'm not gonna there's not gonna be major consequences. And then I have like a soon or someday list. And it's really important to have this someday list. Because for those of us who are entrepreneurs, and we have a lot of ideas, and we get excited about a lot of things. And we have, you know, so many things we want to do. This is a great place to dump those ideas so that they're not staying in your head or like you're not jumping to this new shiny object just because it came to you this today. Like, that's been really helpful for me to put things I want to do that I don't necessarily, that I shouldn't redirect my focus to at this time.

Josh Bolton: 38:48

So is there like an option within toggle? Or is there a different app? You have for that to to rank all these?

Haley roe.: 38:54

Yeah, that's an I just do that in my phone notes, literally on my iPhone. Yeah. Because the simpler you make it again, if I had a spreadsheet doing this or something, I wouldn't keep doing it. So it has to be in my phone. It has to be accessible. It has to be easy.

Josh Bolton: 39:11

Perfect. Yeah, that makes more sense. It's in here, like, do I need to carry on my moleskin all the time and have a pen as can be really inconvenient? All right, that's awesome. Like, I guess it would be the calendar structuring then, like how would you structure? Do you use Google Calendar? Apple calendars? Great question.

Haley roe.: 39:32

Yeah. So I actually use both, which is probably not the I should probably just use one. But they all kind of incorporate with each other. So my meetings go into Google Calendar and then anything I have to remind myself personally, I put an apple calendar and I kind of just share both calendars with each other but the daily scheduling I'm glad you asked this part. So once you have your weekly notes in that phone Notes app or wherever you want to keep them every day, what I like to do is I like to, in the morning asked myself, like, what's my wish list for the day? So what would be all the things from this list that I would just love to do? And like, it'd be great if I could get all these things done. And then from there, I go to my Google Calendar, or wherever I have meetings, blacked out and stuff. And I see first, what are my obligations today. So in other words, I know like from four to six, I'm going to have to run these errands I know from two to four, I have client calls, etc, etc, right? So you put in your, your meetings for the day and all that stuff first. And then you see what's leftover to put in the stuff on your wish list. And you see which things from your little wish list have to be deprioritize in which things are actually going to fit into today. What most people do is they like they write a to do list, but they don't account for like driving time and like, you know how long it's gonna take to write the email, or they just put like, update website, which is like a huge task, compared to just saying, like, update the homepage on my website today, or just like, update the top of my homepage today. Like, yeah, break things down and actually put into the calendar if it's gonna get done, versus just having like a list with no plan of where it's going to go or how long it's going to take or that kind of stuff.

Josh Bolton: 41:22

Yeah, especially if you do it like through WordPress, you need to know a lot of coding and stuff, unless you're gonna pay the 1000s of dollars for the aftermarket stuff. Yeah, you're gonna that's gonna take time.

Haley roe.: 41:32

Yeah, well, and another mistake I see too. It's like, people will be like, oh, yeah, I'm gonna set up this. I've never set up an email landing page before, but today's gonna be the day. And they don't plan any steps to research how to do that. They're just like, so they so then they it takes four times longer than they think it was going to take. Because they just thought like, Oh, I'd go in and figure it out in an hour. Well, no, you need to plan the pre steps even to do that. So you're not setting yourself up for failure?

Josh Bolton: 42:02

No, 100%? Yeah. I'm just curious. For you, what is like a CRM you recommend for your clients, especially being coaches? Yeah, so question a lot.

Haley roe.: 42:16

I have two different answers for this, depending on where you're at in your business. So if you're very new, and you don't have a really big an email list or anything like that, and you're doing private coaching, and don't have like any courses or anything like that, I would just say, mailer Lite, the free version is good enough to do your email list, keep customers logged in, you know, you haven't have that. If you're trying to be more, you know, fancy and have more versatility with your customer, your CRM system, I would say kartra is a good one. That's what I use. So I host all my courses on there. I have my email list on there, I have some landing pages I can easily make in there. That's where I put my funnels attracts things for you. So you can see like, a lot more stats than mailer, light, mailer, light, still tricks tracks, your stats, like your open rates, and click through rates and stuff like that, but it's not like, you know, as intense as kartra. So that's what I like, personally.

Josh Bolton: 43:22

Okay, I have, we're definitely have to talk off air because I tried to Karcher but my biggest problem for them is they wouldn't hook up my main domain to the actual sub to thing like, so we kept saying, like, Josh bolton.kartra.com.

Haley roe.: 43:38

Yes. Yeah, so you'll have to set up a redirect link from your domain name to go to the kartra link, if that makes sense. So it's kind of backwards. So rather than in kartra, setting up your main domain name for your landing pages, you'd have to go to your whatever you use for your website, and set up a domain name like, you know, josh.com/freebie. And then you'd say you, you'd say, in your website, I want this to redirect to my kartra link. That's a messy kartra link.

Josh Bolton: 44:09

Okay, because I did that. And I even had a mentor paid and paid him like, he was doing like a cool group call thing. But he would sat there and he's like, I don't get it because we did it one week. I let he said like, give it two days. Like go through the internet and all that and it should be fine. I call I actually like personally called him on site. I'm like, it's not there. So I actually called Karcher on like what's going on to like, oh, sorry, this happens every so often. We don't know what to do.

Haley roe.: 44:35

Oh, weird. Okay. Yeah, I don't know. I there's there is a way to do it within kartra. And I did that once when I was doing the ads campaign and I had my my ads team helped me with it and they figured it out. But first before the easier route. I just like to set up a redirect link from my website to the to go to kartra and then the link still is the kartra link and that's fine with me but I I don't have when I'm on a show or something I could take go to Haley row.com/sales journal or something. And then it will redirect to the Carter rank link automatically.

Josh Bolton: 45:09

Okay, cool. That's awesome. Is that's running out of words and ideas. This has been an absolute honor and a pleasure to have you on.

Haley roe.: 45:19

Yeah. Thank you for having me. It's a super fun. Have was,

Josh Bolton: 45:23

I got actually I do have the three usual going out of questions. So other than work during these lockdown COVID times. What did you do to keep yourself busy and entertained?

Haley roe.: 45:34

Yeah. So I love podcasts. I love learning love Walks. So I tend to combine those things. I like to go on nature walks and listen to learning stuff. And then I also sing. So I sing in a wedding. Like I used to sing in a wedding band all the time. And now I subbed for them, because work, got a little busier, and I wanted to take weekends off. But anyways, I love singing love music. So that's definitely a pastime for me. And then, you know, friends and family, all the basic things. And I also really enjoy self care stuff. Like I love my sauna. I have a little sauna dome thing. I use that kind of stuff. And yeah, that's I love cats. I love

Josh Bolton: 46:26

what you got. Right?

Haley roe.: 46:28

Well, my family has four cats. I don't have any cats right now. But I do visit with them a lot.

Josh Bolton: 46:36

Okay, so like, they're my adopted cats. So someone that's inspired by you wants to go down a similar path. What are some tips, tricks or advice you'd give him to start down there?

Haley roe.: 46:49

Yeah, so if you want to start down the track of being a coach, entrepreneur,

Josh Bolton: 46:56

yeah, like Coach entrepreneur, like where you are at currently?

Haley roe.: 47:00

Oh, okay. Um, I would say a couple things, one, develop the skill of befriending failure and uncertainty. So you're going to have to put in work and plant seeds that you're not going to know the outcome of yet. Unlike, you know, usually in a job in a day job, if you're conditioned to that you're given your responsibilities, you're given what you need to do each week. And if you kind of do those things, you're pretty good, you know, versus when you're an entrepreneur, you it's up to you, you kind of have to do trial and error, and guess and test and see what works and what doesn't. So make sure you're making time for evaluation, make sure that you are open to that process of if the more failures I'm open to having, the faster I will see success. The second thing is learn how to manage your time and yourself. So again, what KILL YOU DON'T as an entrepreneur, you don't really have the luxury of like overthinking everything being a super perfectionist, analysis, paralysis, getting distracted easily like these are habits that you kind of, don't have as much room for because you need to focus on moving things forward, getting things out there, learning from doing right. So creating more than you're consuming, and then putting yourself out there is something you got to do. And then lastly, I would just say these kinds of things like podcasts, and having a mentor. And you know, like I have a program called the inner circle, and it's a group coaching program, and we mastermind and we do coaching and all that kind of stuff. It can be very helpful to have a community or not be lonely when you're doing this. So listen to podcasts like these to have mentors in your ear, be parts of community and look for opportunities like that, so you don't feel so lonely on the journey.

Josh Bolton: 48:53

It can be a major Crusher of someone is definitely the lonely part. Well, we've mentioned a few times but double wrap up where if everyone wants to contact you out, where do they go?

Haley roe.: 49:05

Yeah. So I'm on Instagram at Haley hai le y underscore ro or W E. And then I do you have that LinkedIn freebie. That's the scripts where you can get the collab script and then also the direct to client scripts. That's at Haley row.kartra.com/page/linkedin. I don't have my redirect link set up. Like I mentioned, Josh. But if people want that they can just mention LinkedIn and my DMs or something and I'll send it to you, but I also have the health coach nation, Facebook community, it's free. It's for coaches, who want to grow their business and then I have the health quotation podcast and then Haley roe.com Is my general website.

Josh Bolton: 49:42

Awesome. absolute honor. Pleasure. Thank you so much for coming on. Thank you.