Welcome to How to Protect Your Energy with Boundaries


The Step-by-Step Planner Covers:

  • Step 1: Decide What You Really Want
    No feeling selfish or guilty! This is all about YOU and how you can live your best life! Dream big. 
    • Exercise: Create a vision board by finding photos that answer these questions
  • Step 2: Be Honest About What You Don’t Want
    If you’re a people pleaser, then this step is for you. Give yourself permission to say no to what you don’t want so you can make room for what really matters to you.
    • Exercise: Make a list of things to STOP doing and make a plan for getting rid of it
  • Step 3: Set Boundaries With Yourself First
    If you’re letting “shoulds” and “have tos” drain your energy, then it’s time to set some boundaries… and that starts with YOU.  
    • Exercise: List the activities that MUST be included in your dream day; then fill in the hourly chart
    • Exercise: Create your dream day
  • Step 4: Create Policies (And Stick to Them)
    Ask any coach and they will tell you that clients will drain you if you let them. It’s not their fault, though. It’s yours for not having clear policies to protect yourself. 
    • Exercise: Write your business policies
  • Step 5: Where Are Your Time Wasters?
    How much time do you waste each and every day doing things that are unimportant, not in your zone of genius, or just plain a waste of time? You might be surprised how much time and effort you can save just by identifying–and then eliminating–these time sucks.
    • Exercise: Track those distractions
  • Step 6: Consider Your Rates
    Want to resent your clients? Keep charging less than you’re worth. It’s time to take a good hard look at what you’re charging and how that compares to the value and outcome you provide. 
    • Exercise: Review your rates
  • Step 7: Learn to Say No
    We all have clients that just don’t click, and looking back, we almost always say, “I knew this was a bad fit from the start.” So why do you keep working with them? In step 7, we’ll dig into that phenomenon and make a plan to avoid it in the future. 
    • Exercise: Review past frustrations and create a plan of action
  • Step 8: Implement a “No Discount” Policy
    Just like low-end rates, discounting your services is a recipe for resentment. Here’s how to accommodate those who need you, but can’t afford your high-end programs yet… and without offering discounts. 
    • Exercise: Review your services and add low- and mid-range programs where applicable
  • Step 9: Journal Your Findings
    Journalling isn’t just for artists and writers. A solid journalling habit can help your business — and you — grow. 
    • Exercise: Create your own journal

Take a Peek at This Step-by-Step Planner:

Download This Action Planner Today Only


Use this planner to create and set boundaries in your business so that you can be at the highest service to your clients.

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