99. Delighting clients: Creating that Memorable First Impression

When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much.

In this episode, we're talking about how to handle those early conversations with confidence (even if you're feeling nervous on the inside). You'll hear about practical, affordable tools that help you look professional from day one, and why making actual phone calls—yes, real phone calls!—can be a game-changer for connecting with potential clients.

For newer coaches who worry about being too pushy, we're sharing a simple three-touch system that takes the guesswork out of following up. You'll learn why timing these follow-ups every two weeks (hint: it has everything to do with when people get paid) can make a huge difference in converting interested people into clients.

I'm also sharing the exact welcome sequence we use at Fiscal Fitness, my own financial coaching practice, to help new clients feel supported and excited about their decision to work with us. These are the same strategies I used when I was just starting out, before I had a team to help me.

Remember what I always say—consistency beats complexity every time. You don't need to implement everything at once. Start with one thing, master it, then add another. That's how you build a coaching practice that truly serves your clients while feeling manageable for you.

This is the first part of our special series on delighting your clients, and you won't want to miss what's coming next.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Client Journey Roadmap
• Episode 97: Working On Your Business vs Working In it

Key Takeaways:

• A confused buyer doesn't buy, so keep your initial communications clear and simple, without overwhelming them with details.
• Looking professional doesn't have to be expensive—$16 a month covers both a business email and phone line to start looking established.
• When clients ghost you, remember this: they're most likely to respond two weeks after your last contact, right when their paycheck is running low.
• Your quick audit call isn't for coaching. It's a 15-20 minute conversation to see if you're the right fit for each other.
• Those early “I messed that up” moments on client calls? They're not failures—they're your path to becoming a better coach.
• The best time to ease buyer's remorse is right after they say yes—a simple welcome call can transform doubt into excitement.
• Your client's belief in what's possible with money starts by borrowing yours. Share your excitement about their future progress every chance you get.