Meeting Recap 05-01-2026, Session by @Jennifer White This session focused on designing a clear, supportive onboarding experience that bridges the gap between enrollment and active participation—especially within longer, year-long programs. While sales conversations help ensure the right fit, the real retention and transformation begin after a member joins. The discussion highlighted the need for simple, structured onboarding that reduces confusion (especially for less tech-savvy members) and maintains engagement during waiting periods. Rather than overplanning an entire year, the emphasis was on creating flexible, repeatable communication rhythms, using consistent touchpoints like emails and orientation tasks to guide members step-by-step into the program and community. Key Takeaways - A strong onboarding process is essential for retention and early engagement. - Simplicity and clarity matter more than complex or fully pre-built systems. - Regular, predictable communication builds trust and momentum. - Year-long programs require flexible planning rather than rigid structures. - Engagement during waiting periods needs intentional nurturing. Next Steps - Map out your first 2–4 weeks of onboarding instead of the full year. - Create a simple communication rhythm (e.g., weekly emails or check-ins). - Design a clear “first steps” experience for new members to reduce confusion. - Add light engagement touchpoints for members waiting for program start. - Gather feedback from early members and refine your onboarding process. PS: Onboarding isn’t just a step—it’s where your program truly be Watch Recording: VIMEO Link

Meeting Recap 05-01-2026: Session by @Cate Stillman This session focused on simplifying business growth by prioritizing sales, testing offers in real-time, and avoiding the trap of overbuilding before validation. A major theme was shifting from perfectionism to experimentation—using the first few clients as “live feedback” to refine program structure, pacing, and delivery. The conversation highlighted how many wellness professionals delay growth by focusing too much on content creation instead of selling transformation. From leveraging existing networks (“hub hustle”) to using simple funnels (free talk → conversation → membership), the emphasis was on keeping systems lean, actionable, and rooted in real client needs rather than assumptions. Key Takeaways - Selling before building prevents wasted effort and speeds up learning. - Early clients should be treated as test cases to refine your offer. - Simplicity in funnels and messaging outperforms complex systems. - Sales skill improves through practice, not theory or preparation alone. - Understanding client pain points is essential for effective conversion. Next Steps - Focus on enrolling your first 3–5 clients before fully building your program. - Run a simple free session or talk to generate conversations and leads. - Use time blocks (25–45 minutes) to complete key tasks without overwhelm. - Create 1–2 short videos to support your sales and nurture process. - Reach out to existing contacts or communities to start conversations. PS: Clarity comes from action, not from building more before you sell. Watch Video: VIMEO LINK

Meeting Recap 04-29-2026: Session by @Cate Stillman This workshop reframed how wellness professionals think about income by shifting away from inconsistent, session-based earnings toward stable, recurring revenue models. The core challenge - the “healer’s dilemma” is relying on one-off transactions that reset income each month. Instead, the focus is on building a business around long-term client transformation through community, continuity, and structured programs. By combining “becoming” (deep personal change) with “belonging” (ongoing support and connection), practitioners can increase both impact and lifetime client value. The session emphasized that sustainable income comes from designing offers around real results, leveraging group coaching, and committing to an annual model that supports both the client journey and the practitioner’s stability. Key Takeaways - Transactional, hourly models limit income stability and long-term impact. - Recurring revenue is built through ongoing relationships, not one-time services. - Group coaching and community increase both transformation and client retention. - Pricing should reflect results and long-term value, not time spent. - Most practitioners can sustainably support a focused number of committed clients annually. Next Steps - Audit your current offers and identify where income resets each month. - Design one program that supports clients over a longer-term journey (3–12 months). - Define the transformation (A → B) your clients achieve through your work. - Explore adding a group or community component to your existing services. - Calculate your ideal number of clients and align pricing with desired annual revenue. PS: Stable income isn’t about doing more, it’s about designing smarter. Watch Recording : VIMEO Link

Meeting Recap : 04-23-2026 | Session by @Cate Stillman In this session, the core focus was on building a sustainable wellness business by aligning timeless principles with modern buyer behavior. The model—rooted in annual memberships—has worked for decades, but what’s evolving is how people communicate, decide, and commit. From adapting to generational preferences (text over calls, voice notes over forms) to simplifying the sales process with AI and consultative frameworks, the emphasis is clear: meet people where they are, guide them through belief shifts, and focus on long-term value rather than short-term pricing concerns. The conversation also highlighted how structured yet flexible onboarding, targeted content, and consistent follow-ups can significantly improve lead conversion and member retention. Key Takeaways - Long-term membership models remain strong, but communication style must evolve with each generation. - Simplifying sales through text, voice, and AI creates a more natural and less pressured experience. - Pricing objections are best handled by focusing on value and the cost of inaction. - Most prospects are blocked by a few common beliefs, not unique objections. Next Steps - Audit your current communication style and align it with your audience’s preferences. - Create 2–3 short videos addressing the most common client belief barriers. - Implement a simple onboarding flow using voice or audio responses for personalization. - Review your sales conversations and shift from price-focused to outcome-focused framing. - Follow up with inactive leads using a personalized, low-pressure message or Loom video. Resources: - Sales objections: Shelby Sapp - How to dp coaching gyms Watch Recording: VIMEO Link

Meeting Recap 04-23-2026: Session by @Patrick Garlinger In this Town Hall, the focus was on connection, collaboration, and the deeper inner work behind building meaningful projects. Through sharing personal journeys, participants explored the challenge of evolving beyond past identities—whether careers, roles, or expectations—and stepping into new paths with uncertainty and growth. The conversation highlighted how personal healing, creative expression, and community work are interconnected, and that letting go is often required to fully step into what’s next. By creating space for both light connection and vulnerable sharing, the session reinforced the importance of authentic relationships in building aligned and impactful work. What we covered: - Sharing project updates and aligning with purpose-driven work - Balancing personal life transitions with business and creativity - Letting go of past identities, roles, and expectations - Navigating imposter syndrome and stepping into new levels - Building authentic collaboration through vulnerability and trust Key Takeaways - Growth often requires letting go of identities that no longer fit. - Personal healing and professional evolution are deeply connected. - Vulnerability creates stronger and more meaningful collaborations. - Transition periods are part of building aligned work and purpose. - Trusting your path is essential, even when outcomes feel uncertain. Watch Video: VIMEO Link