88. Adopting Sustainable Systems: A Beginner’s Guide

Ever sat on your couch on a Saturday night, watching a movie with your family, when suddenly you get a notification that someone just booked a session with you? But instead of scrambling to send emails and set up reminders, you can keep watching that movie, knowing everything is happening automatically—from payment processing to welcome emails to calendar updates.

That's the power of having the right systems in place. In this week’s episode, I share some hard-learned lessons about choosing and setting up business tools—including a "ticking time bomb" mistake that nearly derailed one coach's entire business.

Whether you're just starting out or feeling overwhelmed by managing multiple clients, this episode shows why keeping things simple might be your smartest move.

You'll hear real stories about coaches in the trenches, including one who was literally afraid to take on new clients because she didn't trust her systems to deliver consistently. Plus, I'll explain why that "all-in-one" platform you're considering might be the riskiest choice you could make.

Want a list of my favorite tools that keep Fiscal Fitness, my own financial coaching practice, running smoothly? Head to financialcoachacademy.com/resources.


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Find the resources mentioned in this episode

Key Takeaways:

• Start small, usually with just a scheduling tool. Add other systems only when you need them.
• Keep your tools separate instead of using all-in-one platforms. It's safer and more flexible for your growing business.
• Build your systems around your client journey, not the other way around. Think of support first, then make it automatic.
• Own your tools and data. Never use someone else's account or agency model. Your business deserves its own foundation.
• Manual processes teach you what works. Learn from doing things by hand before automating.
• The less organized you are naturally, the more you need solid systems. Let technology be your strength.
• Time for better systems? When you're afraid to take on new clients or spending too much time on tasks that could be automated.