92 | Next Level Series - Day 1 - 9 Strategies I use to fill my evergreen group programme every month
This special three-day podcast series is tailored for coaches eager to enhance their businesses by building scalable offers and implementing effective systems.
Throughout the series, listeners will gain insights from Jo Lott's journey, focusing on actionable steps to achieve greater income freedom and a stronger influence in their field.
On Day 1 of the series, Jo shares her proven strategies for consistently selling out her evergreen group coaching program every month, all without relying on traditional launch tactics or sales calls.
By fostering deep relationships and trust, coaches can create a sustainable business without relying on pushy sales tactics or high-pressure deadlines.
Key Timestamps:
- [00:03:00] Overview of Business Scaling and Success
- [00:06:00] Nine Strategies Revealed
- [00:16:00] Importance of Case Studies and Testimonials
- [00:19:00] Patience and Long-Term Approach
If this episode sparks questions, ideas or just something you’d like to share, I’d love to hear from you.
You can email me at joanna@joannalottcoaching.com or drop me a DM on LinkedIn. I’m here to support you.
Useful Links
Download the Free Digital version of Coaches' Planner (edition 2025)
Signature Solution Step-by-Step Self Study Course
Learn about The Business of Coaching programme
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If you’re kind enough to leave a review, please do let Jo know so she can say thank you. You can always reach her at: joanna@joannalottcoaching.com
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Thinking about your next level in business? Next Level Mastermind
If you're an established coach or consultant earning around £3K–£5K/month or more — and you're ready for greater income, more freedom, and deeper authority in your field — The Next Level Mastermind could be your next step. This high-touch mastermind is for experienced coaches who want to: Refine their business model Build leveraged offers Step into greater leadership and visibility We officially start on Thursday 11 September 2025 — so summer is the time to apply. It’s application-only and spaces are limited. 👉 View the details and apply here: https://docs.google.com/document/d/1OHTaFtuCWJqeYelpAiwCBqiQyRAwhl1CBfHmfNm-OO8/edit?usp=sharing 💡 Not quite there yet? Start with The Business of Coaching: https://go.joannalottcoaching.com/thebusinessofcoaching
Transcript
This is a special three-day podcast series designed for coaches who are ready to up
Speaker:their game by building scalable offers, building out their systems, perhaps
Speaker:delegating to a team and maintaining a really high client experience to build
Speaker:and maintain your retention rates.
Speaker:Over the next few days, I will share my own journey of doing these things
Speaker:as well as actionable steps to help you make your coaching business
Speaker:more sustainable and impactful.
Speaker:Welcome to this special next level series.
Speaker:I am so, so excited about this.
Speaker:So our first topic of this three-day series is building scalable offers.
Speaker:Our second is effective systems and delegation.
Speaker:Our third is maintaining a personalized client experience, even when scaling.
Speaker:So you can create a great retention rate.
Speaker:I'm excited to share today's episode with you because it's
Speaker:not something I talk about often.
Speaker:So today I will discuss my own business and how I have built it to consistently
Speaker:gain clients into my one program every single month for over three years.
Speaker:And I don't share things like this very often because generally my clients
Speaker:aren't always at this same stage.
Speaker:And therefore, I don't like to shout about my income and different things that
Speaker:might be irrelevant to where they are now.
Speaker:But as I am launching a next level mastermind and I so far have some
Speaker:wonderful people signed up who are both selling to organizations
Speaker:and selling to individuals.
Speaker:All of the topics I will cover over the next three days will have huge
Speaker:relevance to you if you already have an established business.
Speaker:So you already have a solid foundation.
Speaker:You have offers that sell.
Speaker:You have a healthy revenue.
Speaker:And you're now looking for greater income, freedom, a strong influence in your field.
Speaker:Essentially your next level.
Speaker:And usually my particular clients are wanting tangible results,
Speaker:but also sustainable success.
Speaker:And I love the fact that I have made a lot of money and done a lot of really great
Speaker:work school hours only and term time only.
Speaker:And I think, again, that's something I share very little about
Speaker:because maybe it sounds boastful.
Speaker:But that's why this is a perfect opportunity to really share my
Speaker:learnings with you in case you can gain from these insights to move to
Speaker:your next level in your business.
Speaker:So today.
Speaker:I am sharing something that I don't give myself enough credit for which is
Speaker:essentially selling an evergreen group program for for over three years now.
Speaker:And consistently selling out that program, every.
Speaker:Single.
Speaker:Month.
Speaker:For all of that time.
Speaker:Including months, like August when I don't work at all.
Speaker:I gained 11 clients.
Speaker:So that was a 33 K month given that I was on holiday, the entire period.
Speaker:That is pretty amazing.
Speaker:another thing I don't share often is that I do this from a sales page and
Speaker:anybody whos been in the industry for a while will know that sales pages.
Speaker:I have an, a noiutoursly low conversion rate, usually something like 1 to 3%
Speaker:of people that visit a sales page will eventually buy from that sales page.
Speaker:Because you obviously can't get to connect with the person and that sort of thing.
Speaker:So that's why a discovery call is always a better option.
Speaker:And that's generally what I teach, but for me personally, because
Speaker:I work school hours only, I just didn't have the time in my diary for
Speaker:loads and loads of calls anymore.
Speaker:So I made that switch.
Speaker:It was a really nerve wracking thing to do.
Speaker:I thought no one was ever going to buy from me again.
Speaker:And it has worked out so, so well.
Speaker:Another thing I've achieved, which again is very unique in this industry
Speaker:is making all of these sales without any pushy tactics, hard deadlines.
Speaker:People can join any time they want, which if you listen to top, salespeople
Speaker:will say, that's never going to sell.
Speaker:No one's ever going to do that.
Speaker:And I think what I have learned is yes, I do think there's
Speaker:ways of bringing in dates.
Speaker:And we'll talk about that in this episode.
Speaker:But people also have their own emotional drivers.
Speaker:If you are in it for the long game, like I am, then it doesn't matter about forcing
Speaker:someone to make a decision to suit you.
Speaker:Their needs and their right timing is of utmost importance.
Speaker:So here are nine strategies that I have used to fill my evergreen group program,
Speaker:the business of coaching, every month for three plus years, without launching,
Speaker:without hype and without sales calls.
Speaker:The first is deep and consistent marketing.
Speaker:So many of my clients who have launched group programs really want to launch an
Speaker:evergreen group program and I don't blame them because launching is exhausting
Speaker:and it's kind of all, or nothing.
Speaker:You either succeed or you don't succeed.
Speaker:The best thing about an evergreen is it doesn't matter if people
Speaker:don't sign up next month because they can join the following month.
Speaker:Whereas the standard group program.
Speaker:It starting on the 14th of January, for example.
Speaker:And if you don't join by the 14th of January, Tough luck.
Speaker:You've missed the program until the next time that person launches, which
Speaker:is often six months or so later.
Speaker:But what many people fail to take into account is how consistent
Speaker:are you in your marketing?
Speaker:So maybe they show up big for the launch and then you don't really
Speaker:see so much of them after that.
Speaker:If you want consistent evergreen sales into your program, you need
Speaker:to market consistently as well.
Speaker:And actually it's easier to do something every day than it is to
Speaker:do something every now and then.
Speaker:So it's not as painful as it sounds.
Speaker:The best thing I did with my program is incorporate both shallow marketing.
Speaker:Ie showing up on LinkedIn and social media.
Speaker:With much deeper marketing like this podcast for people to
Speaker:really be able to get to know me.
Speaker:I run workshops a few times a year again, to give people another
Speaker:chance to spend time with me.
Speaker:I've also started running in-person events for the last two years.
Speaker:So it's just that extra invitation for people to get to know me a little
Speaker:bit further on that deeper level.
Speaker:The key to all of my marketing is not immediate conversion, but
Speaker:building a good, solid relationship and credibility in this industry.
Speaker:Some people who listen or see my work will want to buy right away and others
Speaker:will take time to get to know me.
Speaker:Both are absolutely fine with me because it's warming up my pipeline as such,
Speaker:so rather than me think oh, my God, you know, this person needs to buy this month.
Speaker:I can chill out and know that they will come back in a future month
Speaker:when the time is right for them.
Speaker:Having that deep trust helps me never need to sell my program.
Speaker:I attract people into my world rather than sell to them.
Speaker:And I will share more about this in my other points.
Speaker:Okay.
Speaker:My next point is my strategic lead magnet approach.
Speaker:My lead magnet is designed to invite the people that I want
Speaker:to attract closer into my world.
Speaker:So they choose to opt into my email list and hear about what I share.
Speaker:I also think carefully about the type of lead magnet that will attract
Speaker:people who want to take action.
Speaker:So for example, at the moment I have a 2025 coaches planner.
Speaker:You will find the link in the show notes.
Speaker:And that attracts people who are interested in planning for their business.
Speaker:Once you have a plan you might want support and accountability
Speaker:,and momentum and knowledge to help you implement that plan.
Speaker:Third up is a powerful, welcome sequence.
Speaker:So I worked with Sophie Griffiths when I was using Facebook ads for
Speaker:a really short period of time.
Speaker:sorry, Sophie, but I did turn them off and haven't been using ads to grow
Speaker:my list at all I'm more of a LinkedIn person and perhaps I will go back to it.
Speaker:But anyway, I worked with Sophie to ensure that my email sequence was directing
Speaker:people to who I am more so, so trying to get people to listen to the podcast.
Speaker:Maybe directing people to my top LinkedIn posts, where I share my beliefs.
Speaker:Ways of sharing my personality, showcasing client results.
Speaker:Demonstrating my unique point of view.
Speaker:And providing those extra opportunities to go deeper with conversation starters.
Speaker:Okay, next up personalized loom videos has transformed my business because like
Speaker:I said, I don't always do sales calls.
Speaker:So what I do, if people email me asking questions about the program.
Speaker:Is rather than just send them an email.
Speaker:I will send them an email, but I'll also send them a video talking through.
Speaker:Maybe I hit share, screen, share my portal, share our slack group,
Speaker:really help people to get an idea of what it feels like to work with me.
Speaker:It's also given people an opportunity to see how much care and
Speaker:personalized support and effort I make into every single individual.
Speaker:It's a bit of a wow factor compared to most people who don't do that type of
Speaker:thing and will perhaps just have their assistant hit reply with the sales link.
Speaker:Okay.
Speaker:The next thing I have done is have an upfront sales page, including pricing.
Speaker:I'm not saying that there are not better ways of doing things than a sales page,
Speaker:because like I mentioned earlier, they do often have a low conversion rates.
Speaker:But for me, it has really, really worked because I had too many calls in my diary.
Speaker:And that's not saying I won't have sales calls anymore.
Speaker:If someone wants to speak.
Speaker:Then that's absolutely fine, but I want to ensure that they know
Speaker:what I offer, so I don't have to convince them on the sales call.
Speaker:I don't want to have to go step-by-step into everything that the program covers.
Speaker:This is how much it is.
Speaker:I don't want to have to do all that when they can do that in their own time.
Speaker:On that call.
Speaker:I would much rather it be about them, about whether we're a good fit.
Speaker:Than boring, talk about the calls are on this date this time.
Speaker:If you can't make that time, then basically you're wasting both of
Speaker:our time on this discovery call.
Speaker:So in other words, check out the time before you book a call, because if you
Speaker:can't make Tuesdays at one, till two 30, And you want to join the calls live.
Speaker:This is for my business of coaching program.
Speaker:For example.
Speaker:Then there's kind of no point in us having a conversation.
Speaker:So I much prefer to lay everything on the line.
Speaker:Be completely transparent.
Speaker:My motto is Honesty not hype.
Speaker:So again, that's just what I prefer.
Speaker:I am not interested in getting people on a sales call, talking them into some
Speaker:ridiculously high price and pretending that they are going to die if they
Speaker:don't sign up to my program right away.
Speaker:Another way I have done this in the past, which I would really recommend
Speaker:is just having a plain word document, explaining what you are doing.
Speaker:I did this for the first year or so of my business and it worked super, super well.
Speaker:So don't think you need to go through the rigmarole of creating a sales page
Speaker:because a plain document can work equally as well, and really does for my clients.
Speaker:Something I implemented around six months ago that has literally
Speaker:transformed my business is setting a start date for that month ahead.
Speaker:Before I didn't have a date on the sales page.
Speaker:So I guess people couldn't really decide in their head.
Speaker:When does this program start?
Speaker:When's a good time for me to start it.
Speaker:And all of those things.
Speaker:So now I have a specific date.
Speaker:So for example, it will be usually the first Tuesday of the month.
Speaker:So five spots available to join starting the 7th of January.
Speaker:Then as people join I go into my sales page and edit that.
Speaker:So people then who are thinking about it can see those spots going down and then
Speaker:they're thinking if I can't join now, then I've got to wait a whole month to join.
Speaker:So that has really, really helped.
Speaker:It's also been brilliant from an admin perspective.
Speaker:So I have that one week where five or so people are starting.
Speaker:I now have a small group accelerator so they get my extra support for a month
Speaker:when we're getting real clarity on things.
Speaker:And it enables them to really settle into the community because they meet
Speaker:people who are starting the program at the same time as them as well.
Speaker:Number seven is case study showcasing real results.
Speaker:This should have probably been number one.
Speaker:Because this has been amazing for my business.
Speaker:It's driven me to offer extremely good customer service.
Speaker:I give a lot to my clients.
Speaker:I champion them.
Speaker:I genuinely care about them.
Speaker:This all comes across in the case studies that I generate from my clients.
Speaker:I probably have 20 plus video case study testimonials, maybe more.
Speaker:And then what it's done is enabled me to sell from that sales page,
Speaker:because people can get an idea of the type of people who I work with.
Speaker:They can really hear what these people say about their experience.
Speaker:And they get to see real people like them who are sharing their experience.
Speaker:and seeing if I could help that person, then maybe I can help them too.
Speaker:Okay.
Speaker:Number eight is application on a sales page to gain more information.
Speaker:So I added an application form to my sales page because there are some people
Speaker:who aren't ready to buy right away.
Speaker:They maybe have questions.
Speaker:So I have added a form there that they can complete.
Speaker:Then usually I will do a loom video talking through that form.
Speaker:And then often they buy, once they received my loom video,
Speaker:answering their few questions.
Speaker:So that extra step has really, really helped to gain consistent sales as well.
Speaker:And, my final number nine is workshops.
Speaker:I love running free workshops.
Speaker:It provides that opportunity for people to get to know me more, learn about my
Speaker:processes, how I teach and get a feel for what it feels like to be in my world.
Speaker:So workshops is another great thing I have incorporated into my
Speaker:year and everyday working life.
Speaker:So finally the key for me has been creating multiple touch points
Speaker:for clients to engage with me.
Speaker:To trust the process and know that not everyone's going
Speaker:to be available immediately.
Speaker:By providing value, being authentic in my content and being in it for the long haul.
Speaker:Like absolutely committed to your program, to your clients, to
Speaker:your marketing, to your business.
Speaker:Plus also not expecting instant results.
Speaker:My program started with two people in it.
Speaker:Then I think the next time I had six people.
Speaker:And then the next month I had one person.
Speaker:And then maybe the following month I might have had one person.
Speaker:And so it wasn't always consistent a few years ago.
Speaker:Whereas now I can pretty much guarantee that my five spots
Speaker:will go every single month.
Speaker:So it's about that patience as well in not expecting instant results.
Speaker:This is not to say that you need to base your entire life
Speaker:around one consistent program.
Speaker:Although it is a really nice way to get the work-life balance that
Speaker:you may want, make good income and become known for something.
Speaker:But I have clients doing all sorts of different things, so I never teach.
Speaker:Here's how I did it.
Speaker:So you must do the same.
Speaker:I share my experience and I help my clients to really think
Speaker:about what works for them.
Speaker:And what did they enjoy?
Speaker:I don't offer cookie cutter programs where you have to do certain things.
Speaker:Because it's really about you finding out what is right for you.
Speaker:I hope today was helpful.
Speaker:Look out for tomorrows next level series, where I will be talking
Speaker:about hiring a team and how to ensure that that team member makes you
Speaker:money rather than takes your money.
Speaker:And how I have handled that transition for the last few years in my business.