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Follow this 3-Step Process to Choose Which Clients You Most Want to Work With

Imagine yourself on a coaching call...

The perfect words are effortlessly flowing out of you.
The synergy between you and your client is an otherworldly kind of magic. 
Your client can’t thank you enough for the session.

As you hang up the phone, a smile as expansive as the sea washes over your face. You linger for a few moments in your chair, and a rush of euphoria fills your entire body—so much so that tears begin to fall from your eyes. 

The incredible clients you get to work with flood your heart with a level of joy you’ve never quite experienced before. 

But there’s a problem.

That cloud-nine moment IS only imaginary because you’re stuck trying to figure out what kind of clients you want to work with. Maybe you’ve let this uncertainty prevent you from enrolling in coach training in the first place.  

Following this powerful 3-step process will help you decide who you most want to work with. 
1. Start with your authentic self

“This above all: to thine own self be true.” —Shakespeare

When you start with you, you’re honoring the unique purpose you were put on this earth for—you’re tapped into an inner-knowing far more powerful than what's available to you when you look outside yourself for answers. 

So what type of person are YOU inspired to work with? 

What qualities do they have? What is their energy like? What are their interests in life? What are their biggest dreams? What specific problem are they experiencing that you’d be delighted to help them solve?

Paint a crystal clear picture of your perfect client and what it would look and feel like to work with them. 

  • What emotions come up for you? 
  • How does it feel in your body? 
  • In your energy?

The most important part of identifying who you most want to work with is identifying what feels best for you. When you’re in alignment with love, your actions will naturally be guided toward an outer prosperity that reflects the prosperity in your heart.

2. Invest time to connect and learn 

Now that you have a solid idea of the type of person you would love to work with, it’s time to spend some time in connection with them. 

This can be such a wonderful opportunity to gather information on your perfect client that will reveal how to best help them AND give you a real-life feel of what it’d be like to actually work with them. 

Make a list and reach out to 3–5 people you think would be your perfect clients. Invite them to schedule a time to chat with you about [insert specific problem they’re experiencing here]. 

If you need help coming up with a few more people, what Facebook groups/online communities are your perfect clients a part of? More often than not, people love the opportunity to connect and share what they’re experiencing.  

Decide on the intention of your chats and make a list of questions that support that intention.

Maybe you need to get more clear on the problem your clients are experiencing or perhaps you just want to know if you enjoy working with this type of person. 

Here are some great questions to start:

  • What is your #1 question when it comes to…?
  • What is the one thing that frustrates you most about…?
  • If I could wave a magic wand and [insert issue/need/problem] was no longer an issue for you, how would your life be different?
  • What would you consider a DREAM solution around [insert issue/need/problem]?
  • How would you FEEL if this challenge was figured out for you?
3. Check in with how you’re feeling  

Now that you’ve had some up close and personal experience with these people—how are you feeling? 

Did your cup feel full after your chats? Or maybe you felt drained and began to question if this is the direction your heart truly wants to take. Either way—this is all fantastic intel. Good work.

Oftentimes we use our heads to try and figure out what would come much more easily if we simply sit still and listen to the intuitive guidance that’s available to us in every moment—even when it comes to business.

So what did you learn from the experience? 

How can you use this insight to move forward in your decision? (Whether that means working with these people or adjusting your sail to move in a different direction.) 

Remember, it’s all good. This is all essential learning to identify who you most want to work with, and what exactly you want to help them with.

The key to unlocking this knowledge is inside you. Sometimes you just need to try a few “wrong” keys in order to find the one that fits. 

The magic of this process is that you’re starting with YOU and building organically on your learnings, adjusting your sail with every experience. 

Be patient with yourself, my friend. 

Trust every experience is guiding you closer to your path. Keep a journal to log your “findings” along the way, and most importantly, be open to the delights and joys the journey is here to bring you.

Before you know it, the euphoric post-coaching session moment will be a regular occurrence for you because you’ve invested the time and energy necessary to tune in to your truth and identify who your soul desires to work with (just as much as they desire to work with you). 

Download the guide and learn the 9 things to look for in any coach training program