What happens when the project is over?

What is a client offboarding process?

What happens when you and your client decide that a project is at or nearing completion? If you have a good system in place there will be a number of things that are done to not only ensure that everyone leaves the interaction as happy as they can be but also that you’ve gotten some basic information and understanding to help you improve your processes going forward. 

What to include in an off boarding process?

A good offboarding process is going to include a few key things. 

A survey to get feedback on how things went – what went well? Is there was something that could have gone better? This is the chance for your clients to help you know what you’re doing great at and what bits and pieces of the process could be smoother and a touch better. 

A space for them to leave a review – Testimonials are for some the make or break of whether or not they will hire you. It’s a good idea to work on getting a few so that you can add them in strategic places on your website and they can also be used in your social media as social proof.  

Space for a referral – Asking for a referral can sometimes feel really awkward but if you’re doing a great job your clients will 100% want to refer you to someone else they know who absolutely needs this. This can take many forms honestly. Sometimes it’s just remiding them to tag you in social media posts they happen upon when in fb groups where someone is looking for what you do. Other times it could be actually giving you a name and number for someone who you need to talk to. Either way don’t make it super complicated and you can ask something as simple as who do you know that i should know who also could really use the service i provide? Whether you choose to  give an incentive for referrals or not it’s a good idea to just ask – right away while you are top of mind still.

But when do I do this?

Let’s talk about WHEN you shoot this information off to the client…because I think sometimes that gets confusing and then you feel you’ve waited too long and now you can’t…

The ideal time to send the email is the day after the project is complete. If you have an automated system you can set these emails to automatically go out. If you are using something like google workspace you can actually schedule emails in there but you’ve got to turn that feature on (in the settings) and then it’s just a matter of having the template and forms all in the email and just plopping in the persons name.

BUT if you get behind and forget it’s okay. It’s okay to send it a week or even a month later. Just add a little something funny about your timing and say how much you’d appreciate the feedback. I think the important point is to get out of your own way and allow people to shower you with praise and some words to help you make your business better. Being able to receive that feedback is key and I know as women we sometimes really REALLY struggle with this aspect because we are generally speaking deep givers. We can go into the mindset work needed around receiving another day because that’s an entire post in and of itself but this is the basics.

What if it’s been a really long time?

If it has been 3-6 mo you can still send the request off but be understanding if you don’t get a reply. It’s been a hot minute and they may have gotten busy. It may not be anything personal to be honest.

I hope this helped you get a clearer understanding of how to create and what to include in your simple yet effective offboarding system. 

Have an amazing day, love!

From Stuck to In Financial Flow

Life often feels overwhelming, especially in these uncertain times. One thing I began thinking about over the last few years is – what am I really trying to do here on this earth?

And then I watched some friends and family members go through some very sudden and life altering changes and realized that as it stood that day I was

  • in no way shape, form, or fashion prepared to become the primary breadwinner if something tragic happened
  • if something occurred in my relationship my son and I would be in a world of hurt
  • this level of uncertainty and lack of preparedness was causing me severe anxiety, depression, and general health issues

I needed to formulate a plan to get my financial situation figured out AND I need to create a few streams of income in case something like the pandemic happens again…because honestly it’s not if but when…

I started coming up with ideas that I knew I could implement. This got overwhelming very quickly so I created a system to narrow down my options – The Roadmap to Choose (click here to check it out.) This really helped me narrow my ideas down into the most viable option and allowed me to begin my to do list and the social media posts I’d need to implement that option.

Then I had to begin putting things into practice. I started with what I knew would create the most impact in my life – Bookkeeping. I started that process by figuring out which system I liked the best, which was Xero, after years of trial and error with other systems. And then I became Xero Certified.

I help small businesses (generally individuals) manage their day to day finances and help them keep the most money possible in their pockets.

Are you ready to hire a bookkeeper? Click here to schedule a chat

I realized that some people really are not ready for a part time or even full time bookkeeper so I also offer intensives where you can get help in a choose your own adventure style setup.

Interested in an intensive? Click here to schedule your chat!

But more was needed – just because your business books are solid doesn’t mean you’re doing well…That only means you’ll do okay in an audit – don’t get me wrong, this is super important!

My own personal finances have been a point of frustration and as an autistic, bi-polar woman with ADHD to boot finding a system that works and I can follow through with has felt like a near impossible task. But I’ve started putting together tools and methods that I’m implementing and using. I’m chronicling that journey on my podcast, Find You Fall In Love, and more visually on my youtube channel – Budgeting with Amber.

I’m currently working on putting together some printables to help you get better at tracking and mapping out where your money goes. As someone who cannot follow or tolerate some in the financial advice space due to the narrow focus and often intolerant and uninformed advice they give. I’ve really had to dig in to find people giving good advice.

I want to be that voice for those already suffering from metal health challenges, especially the women. We’ve been written off by society for too long. And I know you’ve been trying like hell and struggling so much. We can do this. We will do this. I believe in us!

xo, Amber

Content Strategy

Let's talk content strategy

Well hello there and welcome if you’re new and welcome back if you’ve been here before!

So you want to build a content strategy plan? 

Cool, cool, here’s what you need to determine first!

**Quick note: This post may contain affiliate links. If you click on those links and purchase the products I receive a small amount of money and it helps me create more content like this. This does not increase your cost whatsoever. It just supports me a tiny bit. Thank you in advance for your support.**

The questions you have to ask yourself

  1. What’s the goal or the why behind creating content in the first place?
  2. Where will you create that content?
  3. What type of content will you make?
  4. How often will you create content?

Let's break this down...

1. If you are just making content to make content it will be a waste of your time. I’m creating content to establish myself as an authority on content and launch strategy. The idea being you read these things and ask for my help when you’re ready. 

I’m also creating content just to help you and other people like you become better business owners for the simple reason that – it’s important to me and it’s a huge part of my mission

2. Where you put the content changes how you market yourself. Period. I market blog posts on pinterest. I wouldn’t put youtube videos there. Mixed media content is a whole different ballgame. 

3. The type of content influences so many things like I mentioned above. If you’re terrible at live video I’m never going to suggest you do them for your business. That said if you’re great on recorded video than we are going to crank out video content left and right. It just depends on your goals, your why, and your strengths. 

Let's go deeper

Okay, so, you’re main goal should be to have someone buy a service, course, or product from you. And the idea is that any content created will drive people somewhere where they can hear more about and purchase that product or service. 

So you can do this 2 ways. You’ll want to drive traffic to a website or storefront where they will purchase OR you can capture their email address and put them into a funnel to eventually buy the product. 

So at its core your strategy needs to establish a relationship with people and lead them to a product. 

How you do this is completely up to you. You’ll need to establish the amount of time it takes someone to become a customer after they’ve become a lead. This could be 2 weeks, 3 months, or even a few years. 

Over time you will be able to see a pattern and figure out a way to shorten the time it takes to make some folks buyers. But you’ve got to know where you’re at to know where you’re going to go. It’s all about learning more about your people and what drives their buying decisions.

This is personal

I could write down a plan for you and give you data on the best time to post to insta or facebook but ultimately it’s up to your audience and THEIR behavior. I spend 65-75% of my TV time on youtube. I love it. Others watch actual shows. Still others prefer to read. 

You’re honestly going to have to invest some time, have radical amounts of fun, while also dealing with some frustration figuring it out. I was reading a few articles today about the best times to post on instagram and then I looked at my own insights and guess what? My phone said the exact OPPOSITE of what THREE DIFFERENT articles said.

My advice

So here’s the real question and my honest advice. 

  1. How often do you want to consistently make content?
  2. How often can you make consistently good content?

The key word there was consistently! It’s got to be regular and good if not great!

My advice is to have some fun and truly play around with creating and launching content. If you want to create a course then you will want to start that email list and following NOW…like yesterday! All traffic should lead them to sign up for updates and tips on the course or service topic (hence this post). 

The number of posts is less important if they are fantastic, relevant, and helpful. People will seek you out! 

I’ll make a video at some point and a sample strategy in another post.

Launching a course using a platform

Well hello there and welcome if you’re new and welcome back if you’ve been here before! Last time we talked about launching products. You can find that post here.

Today I want you to grab some sparkling water (I’m currently sipping on some Strawberry Bubly) and let’s talk about the platforms you can use to build a course.


**Quick note: This post may contain affiliate links. If you click on those links and purchase the products I receive a small amount of money and it helps me create more content like this. This does not increase your cost whatsoever. It just supports me a tiny bit. Thank you in advance for your support.**

The questions you have to ask yourself

I could literally talk systems ALL day long. But I want to get hyper focused today and just talk about building and hosting your course.

There are a ton of options but the first choice you have to make is this…

Are you going to use a platform or host your course in wordpress?

Today we are going to assume the answer is a platform. I will create a whole post just on hosting a course in wordpress at another time.

The next decision you have to make is whether you will be using just a learning management system (lms) or an all in one platform?

What's the difference?

A learning management system only does exactly that. It only houses the course. It would not be a replacement for a website and you won’t be able to create other content like a blog in it. Think of it like a storefront.


LMS Platforms

Teachable is an example of a learning management system. Their prices begin at $29 if you pay for the whole year or $39 if you want to pay monthly. Teachable is one of the easiest platforms to learn and offers a pretty simple plug and play user interface. You can upload video, audio, and pdf style content.

Another platform I love is Membervault. It’s an amazing option for the beginner course creator. They have a free plan that allows you to have up to 100 people move through your course before you have to sign up for a paid option. It’s a clean and easy platform to understand as well.


All in One Platforms

All in one platforms allow you to replace your website and often offer email marketing and webinar platforms in addition to the LMS capabilities. I have 2 favorites when it comes to all in ones: Kartra and Kajabi. Podia comes in at a close third.


Let’s start with Podia as it is the least expensive option. It’s a really cool platform for beginners. It will allow you to house digital products, courses, webinars (this is HUGE), and so much more. If you go to their site they feature folks who are using the platform so you can see exactly what your site has the potential to look like. The pricing is crazy reasonable at $39 a month. If you also want to use it as a blog the cost jumps to $79 a month.


Next is what I consider to be the king of the all in ones and that is Kajabi. Kajabi will house your website, blog, lms, webinars, and offers plans that do not charge a transaction fee. the plans are a bit on the pricey side of things though as they begin at $119 billed annually or $149 for monthly billing. I will say that this platform is, again, incredibly easy to use and very plug and play. It is best for people who are NOT looking to do custom CSS or html.


Last but certainly not least is Kartra. I’ve worked extensively with Kartra and find its page builders to be very similar to Leadpages if you are familiar (limitations and all). It offers a very easy to use LMS and while it doesn’t have a native blogging capability built in…I’ve found a workaround to this that I’m happy to talk about later in a more in depth Kartra post.

Kartra will allow you to do email marketing, funnels, lead and sales pages, upsells, and house courses. It definitely comes in at a competitive price too!  Pricing begins at $99 per month. It’s definitely worth looking into!

Programs for Product Launches

What programs do you need to successfully launch a product?

Launching a product requires a few systems and tools. I’ll be honest, there are so many different options when it comes to systems and tools that CAN help you in launching a product. The list I’ve compiled below is just my own recommendations based on price and accessibility. You certainly could get the top of the line options (Ontraport and Magento) but frankly I find the middle of the road approach to be the most user friendly and allows my clients to jump right in rather than spend months learning a program. So what exactly would I  recommend to sell gobs of digital products?

**Quick note: This post may contain affiliate links. If you click on those links and purchase the products I receive a small amount of money and it helps me create more content like this. This does not increase your cost whatsoever. It just supports me a tiny bit. Thank you in advance for your support.**



I could talk for days on each one available on the market but for simplicity sake I’m going to suggest Shopify or something like Gumroad if you only have one or two products.

Gumroad is a great starting point. It allows you to create buy links and there’s no monthly fees when you are just starting out. You will pay a 5% fee for every product sold. You’ll also pay the payment processor fees (generally around 4%).

Shopify on the other hand is a robust storefront platform and would be a great option to grow into. This platform allows you to essentially build a website with items for sale. It’s very much an all in one storefront. They have several different themes and there are designers who specifically make themes for Shopify. The price point begins at 29.00 per month.

If you are looking to blog AND have a storefront then squarespace may be worth looking at. With shopify you’d have to have wordpress and that would be an additional cost. Commerce plans with Squarespace begin at 30.00 per month.


Payment Processors

Speaking of payment processors…you’re gonna need one! Square, Stripe, and Paypal are the most common. Personally I prefer Square and Paypal as they are exceptionally easy to use and square has a card reader they will send you for free if you sell things in person. Paypal is super well known and trusted around the world.


Email Marketing

You’re going to need a way to communicate with customers. Personally I’m going to recommend Active Campaign or Convertkit as they will give you the best open rates and bang for your buck.

I will create videos on my youtube channel going into more detail about these programs and how to use them.


Social Media Platforms

Which social media platforms will you be focusing on? I suggest choosing one and hitting it with everything you can. I will dive mor einto strategy in another post. 

This is the gist of what you will need to launch and sell a digital product or products online. I will dive deeper into each of these subjects in future posts.