Whether you're meeting with the same client(s) on a consistent basis, hosting weekly group calls, or just wanting to improve the consumption, retention, and review process of all the digital meetings you're involved in, there are some specific techniques and approaches in Searchie that are going to help set you up for success.
This article will take you through some of the setup and execution required to make the most out of Searchie when providing recordings of your calls to your audience.
What you will need:
- Some coaching clients!
- A Searchie account
Step 1 - Prepare Your Account
In order to make the most of your Searchie subscription, you'll need to do some organizing and preparing in advance of adding your call recordings to your media library.
The first thing you should do is configure your Custom Vocabulary with the names, brands, and other niche-specific words used in your business and/or on your calls.
This feature is going to improve the accuracy of your transcripts and help your clients find what they are looking for faster. If you meet with a group of people on a consistent basis, we recommend adding all of the names of the group members to the vocabulary so when they're mentioned on a call, they're able to search for their name and see all the times they were addressed in the meetings.
The next step is to turn your attention towards the structure of your folders in Searchie. The folder system is key to unlocking the potential of the automation you can achieve with the platform. The reason for this is that with the proper organization at the folder level, we can build playlists and widgets that will automatically update as new content is added to particular folders.
You should have a separate folder for each of the following that you have in your business:
- Individual clients (i.e. A folder for "Will's calls", "Jake's calls", and/or "Vince's calls")
- Groups that meet consistently. (i.e. "Monday sessions", "Accountability Group", etc.)
- Any other audience that receives content/information from you on a continuous basis (i.e. FB Groups, a team of VAs, etc.)
Step 2 - Upload Your Content
You can follow this article for help uploading content into Searchie. If you upload content straight from your computer, it gives you the most control as to which folder the content is placed. This might be the most efficient route to take when it comes to uploading calls from different groups and clients into the folders corresponding to that group's/client's playlist or widget.
Step 3 - Build Your Playlists, Widgets, and Automations
Here is where the power of Searchie really comes to light for those clients you've been meeting with for some time now. By building a playlist for each of the folders created in the above step, we can now start to automate some of the delivery and consumption of the call replays you've previously been emailing out or posting on FB after the conclusion of the meeting.
The screenshot above shows a playlist that was made for a podcast folder.
What we've done by using that "Add Folder to Playlist" option in the playlist builder is generate a playlist that is directly linked to the structure of a particular folder. Now when you upload content to that folder, it will automatically appear in the playlist. Where that playlist has been shared is up to you (embedded on your site, posted in the FB Group as an announcement, included in your follow-up email for group sessions, etc.), but wherever it is, the newly created content will soon appear in it once you upload it to Searchie.
This same process can be applied to create widgets for your audience as well. These widgets would then be sorted by the criteria above that we used to organize the folder structure of our account.
There are some other automations you might wish to explore as well, like connecting Searchie to Dropbox to back up all of your content automatically, and you can check those out on our playbook site here as well as on our Zapier integration page.
Step 4 - Share Your Content and Keep Creating
Now that you've organized things in Searchie, it's time we share the wealth with your audience and keep this train rollin'!
Simply send the playlist/widget URLs to the corresponding client(s) or embed them on a protected page on your site and continue to upload to the designated folders in your account as you record calls.
Hopefully, this article has given you a good idea as to how Searchie can be used in your coaching business, but if you have any questions at all about what we're trying to accomplish or how to accomplish it, don't hesitate to reach out to email@example.com for more information.