“Scaling” is the “getting toned” of the business world. Everyone thinks they want it, but there’s more to it than what we’re sold by social-media-popular business gurus. Unlike simple growth, scaling means increasing your revenue without a corresponding increase in costs, achieving a high profit-margin.

Many confuse “scaling” with “making more money.” But true scaling requires a completely different approach. Often, clients just want to increase their income without feeling overwhelmed. The good news is: you can make more money without scaling.

Nevertheless, clients want to explore scaling anyway.

In today’s post, I’ll help you determine if your program is built for scale, offering insights to guide your decision.

1. Are You Working Inside the Program?

If you’re the head coach handling client check-ins, answering questions, leading sessions, and managing other tasks, you’re working inside the program. To scale, you need help:

• Admin Support: Automate or delegate scheduling and communication.
• Marketing Support: Outsource social media and marketing efforts.
• Accounting Support: Hire a bookkeeper or use accounting software.
• Co-Coach Support: Train additional coaches to share your workload.

Scaling requires you to step back from daily operations.

2. Do You Have a System for Client Check-ins?

Endless client check-ins can halt scaling and growth efforts. Systemize your check-ins to save time:

• Define Communication: How much and how often will clients interact with you? (e.g., 1x/week, 2x/month)
• Automate Check-ins: Use software to schedule and track check-ins.
• Set Time Limits: Allocate specific times each week for check-ins.

A clear system prevents burnout and ensures consistency.

3. Are You Treating a Group Program Like a 1:1 Program?

A scalable group program should not offer 1:1 support, unless you’re scaling by hiring additional coaches. Clarify your program structure:

• Group vs. 1:1: Distinguish between group programs and individual coaching.
• Pricing and Service: Clearly define the differences in pricing and services between tiers.
• Manage Time: Ensure group programs don’t require excessive individual attention.

Differentiate your offerings to streamline your workload.

4. Do You Have an On-boarding Process?

A manual on-boarding process can bottleneck your business. Develop and automate a system:

• Initial Inquiry: Use forms to gather client information.
• Next Steps: Define what happens after the initial form is filled out.
• Payment and Contracts: Automate agreements and payments.
• Program Assignment: Automatically add clients to the program and provide initial materials.
• Communication Policies: Clearly outline expectations and policies.

Automate your on-boarding with a CRM or email marketing platform to save time and reduce errors.

5. Do You Have a Clear Value Proposition?

To scale effectively, you need a strong value proposition that resonates with a larger audience.

• Identify Your Unique Selling Points (USPs): What sets your program apart from competitors?
• Target Audience: Clearly define who your ideal clients are.
• Consistent Messaging: Ensure your marketing materials reflect your value proposition consistently.

6. Can You Handle Increased Demand?

Scaling often means an influx of new clients. Ensure your business can handle this growth.

• Infrastructure: Do you have the technological infrastructure to support more clients?
• Customer Support: Can your support team manage increased inquiries and issues?
• Resource Allocation: Ensure you have the resources (time, personnel, technology) to meet increased demand.

7. Are Your Financials in Order?

Strong financial management is crucial for scaling.

• Budgeting: Create a detailed budget that accounts for potential growth-related expenses.
• Cash Flow Management: Ensure you have enough cash flow to support scaling efforts.
• Investment: Consider if you need external funding or investment to scale effectively.

8. Do You Have a Marketing Strategy for Scale?

A robust marketing strategy is essential for reaching a larger audience.

• Digital Marketing: Leverage online platforms to reach potential clients.
• Content Strategy: Create valuable content that attracts and retains clients.
• Partnerships: Build partnerships and collaborations to expand your reach.

9. Are You Ready for Change Management?

Scaling often involves significant changes in processes and team dynamics.

• Team Training: Ensure your team is trained to handle new responsibilities and processes.
• Change Communication: Communicate changes clearly and effectively to your team.
• Adaptability: Be prepared to adapt and iterate based on feedback and new challenges.

10. Do You Have a Feedback Loop?

Continuous improvement is key to successful scaling.

• Client Feedback: Regularly gather feedback from clients to improve your offerings.
• Team Feedback: Encourage your team to provide input on processes and challenges.
• Iterate and Improve: Use feedback to make data-driven decisions and improve your program.

 

Scaling a business is a multifaceted process that goes beyond simply increasing revenue. By considering these additional points, you can ensure your business is truly ready to scale.

Focus on building strong systems, financial stability, and a robust marketing strategy, while being prepared for the changes that come with growth. With careful planning and execution, scaling can be a realistic and rewarding goal for your business.