So most of us who created a lifestyle business or if you’re in the wellness industry you likely want to prioritize your health and wellbeing in marketing your brand. Which often means working less hours so you can enjoy more free time spending quality time with loved ones and doing what you love most.
That’s why we are big advocates of output over hours and working smart not hard.
Streamlining your marketing is no exception!
Let’s dive into five essential strategies to streamline your marketing efforts so you can save time and amplify your impact.

1. Dashboard Reporting
Keeping track of your marketing performance is crucial, but it can also be time-consuming.
We used to spend HOURS each month rounding up all the different reports from different software systems and putting into one visually easy to digest report then analyze the data.
Enter dashboard reporting. A well-designed dashboard gives you a comprehensive view of your key metrics in one place, allowing you to monitor performance at a glance. Whether it’s your social media engagement, email open rates, or website traffic, a dashboard consolidates all this data into easy-to-read visuals.
Why it matters:
- Efficiency: Saves you the time and hassle of sifting through multiple platforms to gather data.
- Insightful Decisions: Helps you make data-driven decisions quickly.
- Customization: Tailor your dashboard to focus on the metrics that matter most to your business.
Tools like Google Data Studio, and DashThis (what we use) are excellent options to create customized dashboards that suit your needs.
By leveraging these tools, you can streamline your reporting process and get clear on the metrics that matter so you know what to focus your efforts on.

2. Create a Word Bank
Keeping track of your marketing performance is crucial, but it can also be time-consuming.
We used to spend HOURS each month rounding up all the different reports from different software systems and putting into one visually easy to digest report then analyse the data.
Enter dashboard reporting. A well-designed dashboard gives you a comprehensive view of your key metrics in one place, allowing you to monitor performance at a glance. Whether it’s your social media engagement, email open rates, or website traffic, a dashboard consolidates all this data into easy-to-read visuals.
For wellness founders, here are some commonly used words and phrases to include in your word bank:
- Aligned: Reflects a sense of harmony and consistency within your brand and services.
- Resonate: Communicates that your message or offering deeply connects with your audience.
- Expansive: Conveys the growth and broadening of your clients’ horizons and potential.
- Elevate: Suggests lifting your clients to higher levels of wellness or consciousness.
- Holistic: Emphasizes an all-encompassing approach to wellness, considering the whole person.
- Transparent: Reflects honesty and openness in your business practices and communications.
- Guided: Implies a supportive and direction-oriented approach to coaching or service delivery.
- Supportive: Highlights your role in providing encouragement and assistance to your clients.
Benefits:
- Consistency: Maintains a unified voice across all platforms.
- Efficiency: Saves time by providing ready-to-use language for various content needs.
- Brand Integrity: Ensures that all team members are aligned with the brand’s messaging.
Start by compiling a list of frequently used terms, slogans, and phrases that resonate with your brand’s identity. Update your word bank regularly to include new terms that capture the evolving essence of your brand.

3. Automate Your Email Marketing Systems
Email marketing remains one of the most effective ways to reach and engage your audience. On average, email marketing has an open rate of 33.8% for online courses and coaching, compared to a mere 0.6% engagement rate on social media (HubSpot Blog) (Brevo).
However, manually managing email campaigns is often time consuming, fiddy and a bit boring unless you love writing and tech integrations! That’ s why automating your email marketing systems is worth the upfront time or investment so you can streamline and scale your business with ease.
Why you should automate:
- Time-Saving: Set up automated campaigns to nurture leads and engage customers without constant manual intervention.
- Personalization: Deliver personalized content based on user behavior and preferences.
- Scalability: Manage a growing list of subscribers effortlessly.
Platforms like Klavio, ConvertKit, and ActiveCampaign (what we use) offer robust automation features that can help you create, schedule, and track your email campaigns. From welcome series to re-engagement campaigns, automation ensures that your audience receives timely and relevant content.
4. Develop a Comprehensive Brand Guide
A brand guide is an essential document that outlines your brand’s visual and verbal identity. It includes your logo, color palette, typography, imagery style, pinterest mood boards, do’s and don’ts, and tone of voice. This guide serves as a reference point for anyone creating content for your brand, ensuring consistency and coherence.
Advantages:
- Uniformity: Ensures that all marketing materials are consistent with your brand identity.
- Professionalism: Presents a cohesive and professional image to your audience.
- Efficiency: Provides clear guidelines that save time for designers and content creators.
Your brand guide should be easily accessible to your team and any external partners.
You can use and should be using the elements featured on your brand guide consistently across all marketing assets.
Hiring an art director for this part is such great value because they can bring your brand vision to life and create the visual structures that other team members can implement.

5. Pre-Record Your Webinar, Events, Face-To-Camera moments.
Have you hosted a live webinar or workshop recently? Or provided a sample consultation? You can create a content bank of pre-recorded video content which helps bridge the ‘know, like, trust,’ factor because people want to relate with people.
You can re-share this as social media content, post it on a blog, link it in your newsletter to create another high value touch point for your ideal audience.
How it helps:
- Consistency: Delivers a steady stream of valuable content to your audience.
- Engagement: Keeps your audience engaged with regular touchpoints.
- Scalability: Allows you to grow your list and maintain communication without additional effort.
Use tools like Loom, (our favourite because your audience can watch it in 2x speed and leave comments and you can see when someone starts/stops watching) Zoom, or Vimeo for recording, and integrate them with your email marketing platform to automate the delivery process.
Final Thoughts
Streamlining your marketing efforts is all about working smarter, not harder. By implementing dashboard reporting, creating a word bank, automating your email systems, developing a brand guide, and leveraging pre-recorded content, you can save time, ensure consistency, and ultimately drive better results for your wellness brand or lifestyle business.
Curious to know how this applies to your business specifically? Book a complimentary strategic call today.
Comments +