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135. Ep. 135 - How I Use Kit's MCP + Claude to Market More Effectively
23:48||Ep. 135Whitney has a confession: for years, her entire Kit routine has been logging in, glancing at her subscriber count, and closing the tab. The data was always there — who opens what, who clicks, where people came from — but getting at it meant exporting reports and crunching numbers, and it never made it to the top of the list. This episode is about what changed. Kit now has an MCP connector, which lets you plug your account into Claude or another AI tool and simply ask questions about your own list. Whitney covers what MCP actually means, how to set the connection up, the prompts Kit suggests, the two use cases earning their keep in her business right now, and the one feature she tried that wasn't ready for her workflow.Takeaways:MCP is a common language between your software and your AI tool. It stands for Model Context Protocol, and it lets a platform like Kit hand your AI tool a reliable set of instructions for reading subscribers, reading emails, and pulling activity data. Whitney compares it loosely to Zapier connecting two tools, with the difference that an MCP isn't a paid layer. Good analysis depends entirely on good data going in. Whitney's caveat throughout: if your tagging and attribution are sloppy, the AI has nothing meaningful to work with. Her example is giving a talk at a conference — build a separate landing page, automation, and tag for that specific event, even if you offer the same resource elsewhere, so you can actually trace who came from it and whether any of them became clients. The strongest use case is analysis, not drafting. Whitney tried Kit's suggested workflow for importing an external draft into a broadcast and it came in as code she couldn't edit in the native block builder. She still makes small tweaks to every email inside Kit, so that broke her workflow. Whitney's first real use case: profiling subscribers coming in from ads. She has Claude look at what new subscribers are clicking and opening, pushes that into Airtable, and uses it to identify specific people worth reaching out to directly. That kind of data crunching used to take repeated manual passes. Her second: using past emails as source material for new content. She had Claude pull the emails from an existing sequence on a topic and reference them while writing new marketing content, so the new work carries her actual philosophy, themes, and voice rather than starting from scratch. You can also surface which subject lines performed best and repurpose emails that landed months ago.Resources MentionedKit (formerly ConvertKit) — the MCP connector lives in the left sidebar under Automation, on a paid plan Claude — the AI tool Whitney uses for these connections EmailOctopus — a simpler, lower-cost starter email platform a colleague introduced her to Airtable — where she pushes subscriber activity data for further analysis Zapier — referenced as a loose analogy for connecting two toolsConnect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others discover the show.
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134. Ep. 134 - The Two-Step Framework to Write Sales Emails That Feel Genuine
31:25||Ep. 134If you've ever written a genuinely helpful email and then cringed while tacking your offer onto the bottom, this one is for you. Whitney picks up a thread from her conversation with Orly Wachter about why selling feels so uncomfortable in the health and helping professions, and takes it somewhere practical. She walks through a two-step framework for writing emails that sell without the ick: first generating nine content angles directly from one of your services, then matching one of those angles to a simple email format. She also gets into why the bridge into your call to action so often feels like whiplash, how the benefits-versus-features distinction trips people up, and how often you actually need to be inviting people to work with you. She closes with a challenge to write one of these emails and send it this week, even if you haven't emailed your list in months.Takeaways:Start with the service, not the topic. Whitney's framework works backward from one specific offer, so every email idea you generate already has a straight line to the thing you're selling. That's what keeps the call to action from feeling shoehorned in. Run three buckets, three ideas each. The outcomes people get from the service, the things clients love about how it's delivered, and the reasons people hesitate to move forward. That's nine angles from a single offer, and you can refill the well anytime you run dry. Keep benefits and features separate, and lead with benefits. Whitney notes that most practitioners find features far easier to talk about than the transformation, which is exactly why the first bucket takes the most deliberate effort. Match your angle to one of five email formats. A myth or misconception, a news or research tie-in, a case study, a tip or how-to, or a story about how you learned something. Then keep it to a few skimmable paragraphs carrying one core idea. Talk about your services every few emails, not every email. Whitney calls this the non-negotiable. The call to action can rotate between booking a call, a sales page, a resource, or a simple reply, but the invitation has to be there regularly.Resources MentionedEp. 132 — What You're Getting Wrong About Selling with Orly Wachter MSc, RD - https://whitneybateson.com/ep-132-what-youre-getting-wrong-about-selling-with-orly-wachter-msc-rd/The challenge: write one of these emails, send it, and forward it to info@whitneybateson.comConnect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others discover the show.Ep. 133 - Where AI Belongs in Your Practice (and where it doesn't) with Meredith Eaton and Jennifer Crawford
54:40|Everyone is being told to put AI in their practice, and almost nobody is talking about where it helps versus where it makes things worse. So Whitney brought on Meredith Eaton and Jennifer Crawford, co-CEOs of Move Forward Virtual Assistants, who bought the company in 2022 and grew it from fewer than 40 clients to over 100. They have been inside the day-to-day operations of mental health practices since 2018, so this is not speculation. It's what they have watched land in real practices. This conversation is from their perspective in mental health, but it applies just as much to dietitians, functional medicine practitioners, and nurses. They cover a decision rule for when to use a tool versus a person, the admin work AI is genuinely good at, the moment where handing a call to a bot costs you a client and costs someone their one attempt at getting help, and why competing with the AI therapy apps on price and speed is the wrong move entirely.Takeaways:Change the question. Jennifer's reframe is that instead of asking "Can AI do this?" we should be asking "Should AI be doing this?" Those get very different answers. Use a decision rule you can apply on the fly. Jennifer's version: if the value comes from efficiency, technology is the right tool. If the value comes from your humanity, expertise, judgment, or the relationship, a person leads. Start with the low-risk wins. Meredith points to meeting notes, call summaries with a human spot-checking them, spreadsheet formulas, and first drafts. Build the editing step into the system so AI's voice doesn't slowly become yours. Keep a healthy skepticism about client data. Jennifer's open question about AI notetakers is where that information actually goes, and whether protected health information is secure. She isn't claiming to have the answer. She's saying the question deserves asking before you adopt. Stop competing with AI platforms on price and availability. Meredith's advice is to go the other direction and be loud about the human part, because connection is the product and venture capital can't buy it.Connect with Jennifer & Meredith:Website: https://moveforwardvirtualassistants.com/ Instagram: https://www.instagram.com/moveforwardvas Facebook: https://www.facebook.com/MoveForwardVAs TikTok: https://www.tiktok.com/@moveforwardvas LinkedIn (Jennifer): https://www.linkedin.com/in/jenrunsbusiness/ LinkedIn (Meredith): https://www.linkedin.com/in/meredith-eaton/ LinkedIn (company): https://www.linkedin.com/company/move-forward-virtual-assistants/Resources MentionedTheraBrain waitlist: https://moveforwardvirtualassistants.com/thera-brainConnect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others disc132. Ep. 132 - What You're Getting Wrong About Selling with Orly Wachter MSc, RD
50:59||Ep. 132This one started as a catch-up call that Whitney and Orly both walked away from thinking, we should have recorded that. So they recorded it. It's a loose, honest conversation about selling, the mindset work underneath selling, and what it actually takes to put yourself out there when everything in business feels like it's shifting. Orly shares the 30-day experiment she ran on a whim earlier this year and why it was the easiest thing she's ever sold. Whitney talks about the overthinking spiral that used to eat all her energy before a launch even started, and the two of them get into pricing, follow-up, objections, and why talking to real humans beats another round of edits on your sales page. If you have something sitting half-finished waiting to be perfect, consider this your nudge.Takeaways:You can't perfect what doesn't exist. Put the thing out there, watch what happens, and improve it from real data instead of guesses.When something doesn't sell, dig past the obvious explanation. One of Orly's clients was sure her webinar didn't convert and wanted to scrap it, when the real issue was that she taught the whole time and barely sold at all.Selling starts way before the buy button. Your job is to help people see the real problem, understand why the quick fixes failed them, and recognize how your approach is different.Your worth isn't part of the pricing conversation. Price off your actual business math, and let a no be a no about fit or timing.Go deeper on what you're already doing instead of adding more to your plate. The emails, posts, and conversations already in your week can carry more of a sales message than they currently do.Connect with Orly:Website: orlywachter.comInstagram: @orlywachterLinkedIn: linkedin.com/in/orlywachterResources mentioned:The Sell Your Sh!t bingo card, a set of small connection and outreach actions Whitney and Orly built for themselves. DM Whitney or email to join in.Connect with Whitney:Follow Whitney on Instagram @whitneybatesonEmail: info@whitneybateson.comSubscribe & Review:If you're enjoying the podcast, don't forget to follow and leave a review! Your support helps others discover the show.131. Ep. 131 - Are Courses Dead? My Honest Take for Clinicians
24:37||Ep. 131Whitney said something on a recent episode that got a lot of you talking: people aren't buying courses the way they did a few years ago. Some of you agreed, some pushed back, so she's giving the whole question a full episode. Her honest answer is that self-paced, low-priced courses still teach and create real change, and building an entire business on them alone has gotten genuinely hard. She walks through what changed since 2020, why your clients now crave support and community over another folder of videos, and how a course can become the foundation of an offer people happily pay for. There's real talk about the revenue math too, including why hitting an income goal on a $50 course takes far more reach than most people expect. If you have a course, want a course, or feel stuck trying to sell one, this episode is for you.Takeaways:Courses still work beautifully as a teaching tool. The part that's gotten tough is relying on them alone as your main revenue driver. What earns a yes now is the human piece: access to you, a community, and a faster path to the result people actually want. Bundle your course into a program or membership so people get support alongside the videos, and they'll usually get better results too. Give buyers a next step. Treat the course as the on-ramp to something bigger, with a clear place for people to go afterward. Run the numbers before you bank on course income. A $50 course needs roughly 1,000 buyers a year to reach 50K, which means getting in front of around 50,000 people.Connect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others discover the show.130. Ep. 130 - How to Find Where Your Best Clients Come From
15:37||Ep. 130Free debrief template: whitneybateson.com/debriefIn this episode, Whitney gets into something a lot of us quietly skip: actually looking at who our customers are and where they came from. She's been asking practitioners a simple question lately, and most people can't clearly say how their buyers found them or how long they were around before signing on. So she walks through exactly how to do that retroactive work, from building a simple spreadsheet of your last three to six months of clients to the specific columns worth tracking. She talks through what the data reveals about your email list, your funnel, and which marketing is actually paying off. She also shares her free debrief template for reviewing your launches and promotions so you can carry those lessons into the next one. It's short, practical, and something you can start on today.Takeaways:Pull your last three to six months of clients into a spreadsheet and profile them one by one. Track the details that matter: referral source, how long they were on your list, age range, whether they were the sole decision-maker, and how many of your launches or freebies they engaged with. Use that data to see how long people typically need to be in your world before they buy, then set realistic expectations for your funnel. Double down on the marketing sources that actually produced clients, and rethink the ones that didn't. Run a debrief after every promotion or launch so you keep learning what worked, what didn't, and what you'd change.Connect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others discover the show.Ep. 129 - Germany Residency, Big Business Updates & What's Next
29:50|This one is a casual catch-up, and it covers a lot of ground. Whitney shares the full story behind the decision not to pursue German residency, including the tax and business ownership complications that most "just move to Europe" advice never mentions. She explains what happens when you run a US business while living abroad, why physical presence in a country can make you a tax resident, and how wealth taxes and exit taxes changed the math for her and Dylan. From there she shifts into business mode: what her team is building with AI right now, why she believes courses are giving way to done-for-you services and guided execution, and the tools she's dreaming up to help wellness pros write emails and update their websites faster. If you've ever wondered what's actually happening behind the scenes of her business, this is the episode.Takeaways:Immigration and taxes are two separate systems. If you own a US business and run it from another country, that country may treat it as locally managed and tax it accordingly. Income tax is only the start. Wealth taxes, exit taxes, inheritance rules, and mandatory health insurance can completely change whether a move makes financial sense. Courses are losing traction because information is everywhere and time is scarce. Use AI for tasks you already understand or want to do faster.Connect with Whitney:Follow Whitney on Instagram @whitneybatesonSubscribe & Review:If you’re enjoying the podcast, don’t forget to follow and leave a review! Your support helps others discover the show.