The Essentials
Creating your digital presence is messy! There are way too many options. Most people feel overwhelmed before they begin. Good news! You don’t need to know everything. You only need to start with the essentials.
Let me help you by breaking it down into smaller parts. We won’t be going deep into any of the topics. This is the overview. Let’s create an irresistible digital presence to get you more clients and customers.
Why Did I Write This?
I often get questions about online businesses and digital marketing. I noticed a few recurring issues.
- Many people are confused and overwhelmed.
- Some are focused on the tasks that won’t move the needle.
- Some are doing the right tasks in the wrong order. This gets messy.
Either way, they end up having to go back and forth. It takes too much time and it’s so tiring! Let’s focus on the right things in the right order. Let me use my organizing skills to help you understand.
One piece of the puzzle at a time. One little step at a time. Before you know it, you’ll get to where you want to be.
Who Did I Write This For?
I wrote this for integrative health practitioners. This also applies to consultants, creators, writers, designers and online service providers.
Why Do You Want An Online Presence?
- Do you want to make a good living working on your own terms?
- Do you want to serve your audience with your services?
- Do you want to make an impact or a change?
What Benefits Do You Want?
- Do you want to build awareness about your offers?
- Do you want to grow your social media following?
- Do you want more email subscribers?
- Do you want more qualified leads?
- Do you want more clients?
Validate Your Idea
Before you build anything online, validate your idea. If you test out an idea and it didn’t work for you, you can cut your losses and move on. You won’t waste too much time and money. Best of all, you’ll learn what not to do. Whatever you do next will have a higher chance of success.
Don’t spend too many months and lots of money building something only to realize that there’s not enough demand. You could waste lots of time and money. Please avoid that path.
Ask yourself these questions:
- Are there enough people who want to buy what you offer?
- Are there others doing the same thing?
- Do you know if they’re successful?
If you answered yes to all the above questions, the odds that your business idea will work is high. If not, go back to your idea and think about it again.
Positioning
Without a clear positioning, you’re like everyone else. Your potential clients would see you as the same as everyone else in your category. If that’s the case, how would they choose you? They’re likely to choose by price and that’s not what you want.
How do you position your services in the simplest possible way? Ask yourself the following 3 questions.
What problems do you solve?
Weight loss? Body transformation? Gut issues? Female hormones? Thyroid issues? Low energy? Poor concentration? Something else?
Who do you solve it for?
Moms with young children? Couples planning to conceive? Females above 55 years old? Men between 40 to 55?
How do you solve it?
1 on 1 holistic health coaching? Functional medicine at home lab tests followed by customized health protocols? Functional medicine detox program with guidance? Health coaching with weekly sessions for 12 weeks? Small group workshop with email support?
Your Positioning Statement:
I solve [this problem] for [this group of people] with [these services].
Your services must match your audience. If it doesn’t work as well as expected, you can always make small changes until it works. You can change the problem you solve. You can change the service you offer. You can even change the audience you serve.
Don’t solve too many problems for too many people with too many services. It’s not possible unless you have a staff of different experts in different areas. Even if that’s possible, there’s a lot of work to do to promote so many different services.
You’ll overwhelm yourself and confuse your audience. Confused people won’t buy anything! Start simple. Start small.
You’ll figure out your unique formula to get your positioning to your sweet spot. Go write your positioning statement now. We’ll use it for your social media bio in a while.
Messaging
You don’t have to be a superb copywriter to have messaging that attracts your ideal clients. Create a document with the following 3 things. Each time you have an idea, write it there. It doesn’t have to be perfect. As you have conversations with people, you’ll discover ways to refine it. Over time, it just gets clearer and more appealing to your ideal audience.
Problem
Describe the problems your audience has, using the words they would use. Write to the normal person. Do not use any practitioner jargons.
Solution
Describe the solution in the simplest manner to help others understand. What you sell is not a common physical item so you have a clear description of your solution. Let people know how you can help them get their health back.
Transformation
Describe the transformational results people get when they work with you. Create an image of how it looks when they finally overcome their health issues.
Domain Name Selection
Here’s what a good domain name looks like:
- Choose .com.
- Do not use any digits.
- Do not add a dash.
- Make it 3 words at most.
- Make it easy to spell.
Start with your name. If possible get [firstname] + [lastname] .com. If your first name or last name is too long, it’ll be harder to remember. You can use a shorter version. If it’s taken, get [firstname] + [lastname] + [what you do] .com. What you do can be health, wellness, creative, design, copy or something else.
If you’re a married woman. Decide if you want to use your last name or your husband’s last name. Maybe you want to use both. Make a choice and keep it consistent because your name is part of your brand. If you’re using different last names at different times, people might get confused.
If you’re not comfortable using your name as your domain name, get a domain name that matches what you do. If you want ideas for domain names, use a domain name generator tool. Go to a search engine, type in domain name generator. Enter what you do, such as health, wellness, creative, design or copy and see which .com domains are available.
Business Admin
It’s good for your domain name and business name to be the same. So when people receive a payment on their credit card with your business name, they’ll know it’s you. When they recognize that, they won’t request a chargeback. People are often overwhelmed and can forget what they purchased. If your business name is unfamiliar, people may ask for a chargeback.
Buy a domain first then register your business. If your business name is not approved, you can get another domain name. It hardly happens unless you’re infringing a trademark of some other company.
Get a business banking account. Separate your personal finances from your business finances.
This is necessary though it’s not the most enjoyable part of building your business. I dislike administrative tasks as much as you do. Do it and move on. I’m a copywriter and consultant not an administration expert, that’s all I can tell you.
Social Media Profiles
Handle:
Use the same social media handle or username as your domain name. Or make it as similar to your domain name as possible. Use the same handle across all your social media platforms. Sign up for different social media platforms to reserve your username. Do it even when you know you’ll only be active on 1 to 2 of them.
Bio:
Take your positioning statement. Shorten it for your bio. Keep it within the character limit of the social media platform.
Example 1:
[Your Name]
[Integrative Health Practitioner] for [audience]
[solve this problem or get this result]
FREE [high value resource]
DM me ‘XYZ’ to get it
[Bio Link]
Example 2:
[Your Name]
Integrative Health Practitioner for [audience]
[solve this problem or get this result]
DM me ‘XYZ’ to learn more
[Bio Link]
In your call to action, tell your audience to DM you. DM is great because you get to start a conversation with a potential client. Don’t tell people to click on your link because the system wants to keep people on their platform.
Images:
Use the same image profile for all your social media accounts. The sizes for each social media platform will be different but they must all be the same image. Sometimes, you need to add a background or banner image. Use a similar background image with different dimensions for different platforms.
Brand:
Your brand is not only your logo and your color palate. Your social media handles, bio and images are part of your brand. Make sure they are consistent. If you don’t have any photos and images yet, you can create them later. For now, go sign up for social media accounts to reserve your username.
Social Media Bio Link
As you already know, it’s good to use a bio link on your social media profile. Use lesser links, between 3 to 5. Keep people focused on your content. Remove every link that will distract people from reaching you. Remove the links that do not link to your website, landing pages or call booking page.
What about recommending other products or services? You can recommend other resources after people subscribe to your email newsletter or enroll as your client. For now, don’t distract them!
Call Booking Set Up
Setting up will take you less than an hour even if you haven’t done it before. Creating your website would take longer. Do this first and start booking calls with potential clients. You can do it while your website is in progress.
Here’s a quick overview of setting up your booking system:
- Sign up with your business email address instead of your personal email address.
- Sync it with your calendar.
- Integrate it with your meeting platform.
- Create the meeting type that you want.
- Write a brief description of the meeting.
- Select the duration of the meetings.
- Choose the time slots that you want to meet.
- Embed the call booking app on your website.
- If you don’t have a website yet, add the link to your social media bio link page.
Pay for your app instead of using the free version:
- You get more meeting types with different durations.
- The system will help you send email reminders. (1 day ahead and 1 hour ahead.)
- You can sync with multiple calendars. (Business and personal.)
- You can take payments.
- More integrations with other apps, such as a CRM or email marketing app.
- There is less of the app’s branding and more of yours.
The types of meetings you’ll need:
- Networking meetings are for you to get to know a peer. There could be a possible collaboration.
- Discovery meetings are for your potential clients to find out about your services. This will help them make an informed decision.
- Free consultation meetings are like showing a sample of what you can do for them.
- Onboarding meetings are for you to serve your clients.
- Interviews are for hiring team members.
Call Booking System
Do you use discovery calls to enroll clients? This is how you can make your calls successful. You can make it a pleasant experience for yourself and the people you meet with.
Prepare:
- Plan your call to finish 5 or 10 minutes earlier so you’ll have time to answer questions.
- Practice with a peer so you’ll sound more confident and you’ll keep to the allocated time.
Call Description:
- On the call booking page, tell people what the call is about.
- People need to know what to expect on a call.
Offer Fewer Slots:
- Do not offer too many slots because you’ll look like you have too much time.
- Offer fewer slots and mention that they can contact you if they can’t find a slot.
- If too many people are asking you for other slots, you can change your time slots.
Low Cognitive Load:
- Make your time slots easy to remember. Set them at intervals of 30 minutes.
- 3pm or 3.30pm is easier to remember than 3.15pm or 3.45pm.
- Set email reminders. (This is for paid apps only.)
Call Slots:
- For a 20-min call, you can take a 10-min break before the next one.
- For a 40-min call, you can take a 20-min break before the next one.
- For a 50-min call, you can take a 10-min break before the next one.
- For a 90-min call, you can take a 30-min break before the next one.
Call Planning:
- When you arrange your time this way, it’ll be easier for you to plan your schedule.
- Do not schedule too many back-to-back meetings even if you take breaks in between. Too many calls in a row can be mentally exhausting even if you love what you do.
Time Zone:
- Make sure others can see your schedule in their time zone.
- Ask someone in a different time zone to check for you.
- Most apps can do this by default. You still want to make sure it’s correct.
Call Invitation:
- Invite people to chat with you.
- Add your call booking link to your social media posts and link in bio.
- Add it to your podcast or video show notes and blog posts.
- Add it to your email newsletters and your email signature.
- Start promoting your services and you’ll enroll more clients.
Call Booking App
SavvyCal: This is a call booking app with a beautiful and interactive interface that allows the scheduler to overlay their calendar. Your audience will love the personalized scheduling experience. You won’t get these advanced features from their competitors.
TidyCal: If you prefer something simple with email reminders, you’ll like this. This is a lifetime deal, so you only have to pay once.
Book More Calls
If you’re not getting enough discovery calls, consider offering free consults. Let people know it’s a free consultation and you won’t sell them anything. Remind them it’s a sample of the work you do for your clients.
Get them to send their questions before the call. On the call, answer their question. You can ask questions to qualify them. If they’re a good match, invite them to book a discovery call. If you have a good program description page, send them there. They might just enroll and pay without doing a discovery call!
Do a short session of about 20 minutes because this is a free call. Limit the number of sessions per week because you have other priorities. Plan your call to last between 12 to 15 minutes so you’ll have an additional 5 minutes.
After giving value, ask if they want to find out more about working with you. If they’re not ready, you have given them some value so they’re happy. If they want to find out more, guide them to book a discovery call on the spot.
That’s how you book more discovery calls that lead to more clients!
Collecting Payments
Before you promote your business. You need to know how to collect payments. If you don’t know how to collect money, you have a hobby, not a business.
This is how it works. You send an invoice, your client pays you online and you start work. You then send the money from your payment app to your bank account.
How to send an Invoice (Step By Step Process)
Recap
- Why are you building an online presence?
- What benefits do you want from your digital marketing efforts?
- Validate your idea. (Make sure there’s enough demand for it.)
- Come up with a clear positioning statement.
- Clarify your messaging.
- Pick your domain name.
- Set up your social media profiles.
- Set up your call booking system.
- Learn to collect payments.

Samuel Ng
Health & Wellness Copywriter
Creator of the Client Enrollment System