First Paid Sessions: Creating an Experience Clients Remember

You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar?

In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structure I use to make sure every client leaves their first session feeling heard, hopeful, and clear on their next steps.

From creating a warm welcome that puts your clients at ease, to helping them see their full financial picture (often for the first time), we cover how to make your first paid sessions truly valuable for your clients. I share my biggest mistakes and what I learned from them, so you can skip the trial and error phase I went through.

Plus, I walk through our follow-up system that keeps clients engaged and taking action even after the session ends. Whether you're new to paid sessions or looking to make your current process even better, this episode will help you create an experience that has your clients saying “they get me” and ready to take the next step in their journey.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 91

Key Takeaways:

• Want your clients to open up about money? Start by acknowledging their courage - it takes guts to share your finances with a stranger and pay them for help.
• Trying to solve every financial problem in one session isn't generous, it's overwhelming. Pick their most exciting goal and solve it completely.
• Your clients can sense when you're in your head worrying about delivering value. Their emotional rollercoaster is 10 times bigger than yours.
• Numbers tell a story, but you need to narrate it out loud. Walk clients through your thinking process so they can see how you got to the solution.
• The magic isn't in telling clients to spend less, it's in finding their big goal that makes them excited enough to actually change their habits.
• When a client shares multiple money goals, celebrate internally. They're showing you they have a genuine need for ongoing coaching, so don’t try to tackle all those goals at once.
• Your follow-up system is a safety net that catches clients before they fall off track. Make it systematic but personal, like checking in when reality and procrastination typically hit.