
How to Find Where You Lose a Lead in Sales Stages
07/05/22 • 24 min
Podcast Intro:
Using strategy sessions with any kind of client, dealing with any kind of issues, to determine what goals they have will definitely help you. What challenges does this person face in achieving those goals? Why does this matter right now to this person? Then, do they have the willingness to invest and change?
Getting the most out of anything should be everyone’s goal especially when learning things. Doing this ensures that time isn’t wasted on things that are unnecessary. Focusing on a specific goal will help a lot in undertaking such a task.
In this episode, Cate talks about how you can do all those things. She will share some stories that relate to these predicaments and how she went about solving them. Stay tuned!
What you’ll get out of tuning in:
- How do you get a lot out of something?
- What do you do to keep focused?
- What questions should you ask so you can come up with a solution?
- How do you tell other people about your course?
- What are the issues that healers faced?
- How can you ask for permission strategically?
Links/CTA:
Highlights:
- Cate talks about the Madrid hotel she’s in
- Cate mentions in-person events she’ll be participating in
Timestamps:
- [1:13] Getting the most out of courses
- [4:03] Setting up Strategy Sessions
- [7:01] Dealing with Different Issues
- [11:17] Talking About Events
- [12:17] Discussing Solutions
- [15:55] Challenges
- [21:55] Finding the Best Way to Help
Quotes:
- “You can get a lot out of a small amount of dedicated engagement, as long as you know that that's where your attention is going 100% in that time.”
- “I like to start with a challenge, but then go a little deeper and probe a little bit more in or have to be willing to be uncomfortable. It’s not just friends hanging out. Strategy sessions are coaching to find the goal and the challenge.”
- “You got to dig a little deeper, like underneath that little layer of Teflon, and be like How long have you had this goal? For how long have you had these challenges and helped them get real? Because otherwise, you're not going to know how willing they are to invest.”
Podcast Intro:
Using strategy sessions with any kind of client, dealing with any kind of issues, to determine what goals they have will definitely help you. What challenges does this person face in achieving those goals? Why does this matter right now to this person? Then, do they have the willingness to invest and change?
Getting the most out of anything should be everyone’s goal especially when learning things. Doing this ensures that time isn’t wasted on things that are unnecessary. Focusing on a specific goal will help a lot in undertaking such a task.
In this episode, Cate talks about how you can do all those things. She will share some stories that relate to these predicaments and how she went about solving them. Stay tuned!
What you’ll get out of tuning in:
- How do you get a lot out of something?
- What do you do to keep focused?
- What questions should you ask so you can come up with a solution?
- How do you tell other people about your course?
- What are the issues that healers faced?
- How can you ask for permission strategically?
Links/CTA:
Highlights:
- Cate talks about the Madrid hotel she’s in
- Cate mentions in-person events she’ll be participating in
Timestamps:
- [1:13] Getting the most out of courses
- [4:03] Setting up Strategy Sessions
- [7:01] Dealing with Different Issues
- [11:17] Talking About Events
- [12:17] Discussing Solutions
- [15:55] Challenges
- [21:55] Finding the Best Way to Help
Quotes:
- “You can get a lot out of a small amount of dedicated engagement, as long as you know that that's where your attention is going 100% in that time.”
- “I like to start with a challenge, but then go a little deeper and probe a little bit more in or have to be willing to be uncomfortable. It’s not just friends hanging out. Strategy sessions are coaching to find the goal and the challenge.”
- “You got to dig a little deeper, like underneath that little layer of Teflon, and be like How long have you had this goal? For how long have you had these challenges and helped them get real? Because otherwise, you're not going to know how willing they are to invest.”
Previous Episode

Coach of the Month: Megan Macdonald
Podcast Intro:
Whatever happens in your journey, happens for a reason. Every mistake, obstacle, and challenge that you encounter in life is meant for you to overcome. How you face your challenges today will determine your journey tomorrow.
In this episode, our Coach of the Month Megan MacDonald is joining us today to share about her journey of Yoga Healing. She will also share some of the things she has learned and how she faced those challenges. Stay tuned!
What you’ll get out of tuning in:
- What tools and strategies did Megan use to get to where she is today?
- How do you stay focused?
- What problems does Megan like to solve?
- Who’s attracted to working with her?
- What are Megan’s biggest takeaways from her yoga health coaching journey in order to be able to guide people over the threshold into the journey?
- What potential does Megan see for a long journey?
Links/CTA:
- Yoga Health Coaching Launch - August 3
- Expansion Healing - Megan Macdonald
- IG @expansionhealing
- FB @expansionhealing
Timestamps:
- [02:47] Megan’s Yoga Healing Journey
- [04:24] Megan’s 12-Week Journey
- [07:10] Tools and Strategies Megan has Learned
- [09:46] Working with Megan
- [14:08] Becoming the Solution
- [16:20] Megan’s Potential Future
- [17:52] Activating the Dynamic Group
- [18:44] Megan’s Biggest Challenge
- [21:12] Megan’s Words of Wisdom
Quotes:
- “If you trust how things are unfolding, it will happen.”
- “When frustration comes up in your life, there is a deeper reason behind it. If you have somebody bump into you and you end up falling down on the pavement and knocking your knee, there's a lesson for you in there somewhere.”
- “Getting what you want in life is not a journey of using a cookie-cutter that punches you through the other side where you can make it what you want. It is a lot of work because anything worth having is a lot of work.”
Guest Bio: Megan Macdonald
Megan Macdonald guides people to find their own answers, helping them to get unstuck and thrive. She is an educator and facilitator, combining training in holistic health and a Ph.D. in the study of belief. It was curiosity about her own chronic pain as a teenager that led to investigating over 20 healing modalities. As her health improved, she started to not only feel the benefits in her own body and mind but see the changes that deep health brought to every aspect of life. Along with yoga and reiki, the most profound changes have come through two practices – the self-healing Dalian Method (profound work on the unconscious, beliefs, the shadow, and ego) and Urine Therapy. She offers multi-week programs to help people improve sleep, and digestion, develop healthy habits, promote well-being, and raise consciousness.
Her background in theatre, and organizing and delivering national high-profile events and ceremonies for the Government of Canada helped develop her knowledge of social rituals. She did her graduate work at Queen Mary, University of London, UK, and has published, and taught widely on theatre and ritual. She is currently based in Prince Edward Island, Canada.
Next Episode

DM’ing to Boost Your Sales for Wellness Pros
Podcast Intro:
Sakshi is a sales expert who has helped hundreds of clients create financially successful careers and a new mama managing a business from home. She recently hired a full-time employee and is now only working four days per week. She is currently excited to travel for the rest of the year with her baby and husband while running her business. How did she get to this point? What is her secret?
Direct Messaging or DMing!
Listen in on this call where Cate gets an inside look at Sakshi’s process of building relationships through asking the right questions, treating people as humans and not leads, knowing how to transition the relationship to business, and making a system around communicating through DM’s. You will leave this conversation inspired to connect!
What you’ll get out of tuning in:
- Why direct messaging can work as a lead generator.
- How to connect to your potential leads on a personal level.
- How to build a structure of communication on direct messaging.
Links/CTA:
- Check out the latest events in Yogahealer!
- Sakshi Dhamija Links
- https://sakshidhamija.com/
- Facebook: @sakshidhamija01
- Instagram: @sakshidhamija_
- Signature Soulful Sales Script: https://dogged-musician-7462.ck.page/f3a4379bad
Highlights:
- Sakshi identifies how being a “lazy person” helped her to start this process.
- Cate talks about different kinds of sales and how it’s constantly evolving.
- Cate and Sakshi discuss building systems around communication.
Timestamps:
- [3:00 min]- Background and process of selling in DM’s.
- [5:15 min]- DMing on different platforms.
- [6:10 min]- Typical lead cycle through DM’s.
- [11:06 min]- Length of the sales process with DM’s.
- [14:45 min]- Evolving process for different types of buyers
- [16:40 min]- Building knows, like, and trusts through DM’s.
- [18:51 min]- Applying DM’s to YHC Model.
- [21:15 min]- Transitioning from email to DM.
- [25:50 min]- Recap
- [28:25 min]- Building systems to reach the wellness demographic and millennials.
Quotes:
- “Let’s connect the dots together of what I have been doing and let's just create something out of nothing.”
- “Acknowledge someone that's following you. The other person feels good, right? That they are getting this exclusive attention from you rather than just having lots of followers or lots of friends.”
- “If you are trying really hard to actually sell to them, that's when you will lose the sale.”
- “Sales is getting to know a person, not as lead, but as a human being and connecting with them first on the level of resonance, before getting into the guts of their core issue and whether or not you can help them.”
Guest Bio: Sakshi Dhamija
Sales expert Sakshi’s holistic approach to business has helped hundreds of clients create careers that are not only financially successful but also personally rewarding.
As a woman of color with her own experiences of overcoming discrimination, Sakshi is dedicated to creating a shared space for women of every niche, color, and race and reshaping your business to be more time-leveraged, automated, and personally freeing than it’s ever been before.
Connect with her on Instagram https://www.instagram.com/sakshidhamija_/
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