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Help! I Need Somebody! (But Not Just Anybody): A Coach’s Guide to Getting the Right Help for Your Business Backend

Hey there, fabulous coach! 🏆✨

So, you've finally admitted it. You’re an amazing coach, but running the backend of your business feels like trying to juggle flaming torches while riding a unicycle on a tightrope. Blindfolded. Over a pit of alligators. (Okay, maybe not that dramatic, but you get the picture.)

We get it. You’re awesome at transforming lives, motivating your clients, and making the world a better place. But bookkeeping? Social media scheduling? Tech troubleshooting? Not so much.

Here’s the thing: admitting you need help is the first step to conquering the chaos. But what kind of help do you need? And where do you even start? Grab a cup of your favorite beverage (wine, coffee, kombucha – we don’t judge) and let’s dive in.

Step 1: Identify Your Pain Points

First things first, let's pinpoint exactly what's giving you those metaphorical (or literal) migraines. Take a moment to reflect on your daily, weekly, and monthly tasks. Ask yourself:

  • What tasks do I absolutely dread?

  • What takes up the most time?

  • What am I not good at or what often goes wrong?

Make a list of these tasks. Seriously, write them down. (Sticky notes, napkins, back of your hand – whatever works for you!)

Step 2: Prioritize Your Needs

Now that you have a list of things that make you want to pull your hair out, it’s time to prioritize. Rank these tasks based on:

  1. Urgency: What needs immediate attention?

  2. Impact: Which tasks, if handled by someone else, would free up the most of your time and energy?

  3. Complexity: Which tasks require specialized skills that you don’t possess?

Step 3: Determine the Type of Help You Need

Here comes the fun part – figuring out who can save you from your backend blues. Here are a few common types of help you might consider:

  • Virtual Assistants (VAs): These magical beings can handle a variety of tasks, from managing your calendar and emails to basic bookkeeping and social media scheduling. 

  • Bookkeepers: If numbers make your head spin, a bookkeeper can keep your finances in order, manage invoicing, and ensure you're not leaving money on the table.

  • Social Media Managers: If you’re spending too much time figuring out hashtags and engagement strategies, a social media pro can help create content, schedule posts, and interact with your audience.

  • Tech Support: For those “Why is this not working?!” moments, having a go-to tech person can save you hours of frustration.

  • Online Business Managers (OBMs): Sometimes, you need a high-level view to streamline your processes, implement systems, and scale your business. Think of OBMs as your right hand (wo)man.

Step 4: Start Small

You don’t have to go all-in right away. Start by delegating a few tasks to see how it feels. Maybe hire a VA for a few hours a week or a bookkeeper for a monthly review. As you get more comfortable, you can expand their roles.

Step 5: Use the Right Tools

There are some fantastic tools out there to help manage your business backend efficiently. Tools like Clickup, Asana, or can help you keep track of tasks and collaborate with your team. Slack is great for communication, and tools like QuickBooks or Xero are lifesavers for bookkeeping.

Step 6: Trust the Process

Letting go can be hard, especially when your business is your baby. But remember, delegating doesn’t mean losing control – it means gaining freedom. Trust the professionals you hire and give them the space to shine. Your job is to guide them, not micromanage.

Step 7: Review and Adjust

Regularly check in with your team and review their work. Are they meeting your expectations? Do they need more guidance? Be open to feedback and willing to make adjustments as needed. Btw, if you hire an OBM, they can take even this off your plate. Cool right?

Final Thoughts

Running a successful coaching business is a marathon, not a sprint. By getting the right help for your backend tasks, you’ll have more time and energy to do what you do best – change lives. Plus, you’ll keep your sanity intact, which is always a bonus.

Remember, it’s okay to ask for help. You don’t have to be a superhero. (But if you want to wear a cape while coaching, we totally support that!)

So, go forth and conquer. Your business’s backend will thank you. And so will your future stress-free self.

Cheers to delegation and living your best coach life! 🥂

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