In this episode of The Scalable Expert Podcast, Tara shares why helping your customers see the big picture isn’t a bonus, it’s your responsibility as a leader.

When customers are deep in the weeds of implementation, it’s easy for them to forget what they’re really working toward. But when you hold space for the entire journey - reminding them where they are, what they’ve accomplished, and what comes next - you increase momentum, confidence, and retention.

Tara breaks down how leading with authority and clarity helps your customers stay focused, trust your process, and get the transformation they came for. It’s not about delivering more content - it’s about holding the roadmap and helping them move forward.

🎯 Key Takeaways:

Why customers lose momentum when they lose sight of the big pictureThe real job of a coach, mentor, or expert (hint: it’s not just teaching)How to keep your customers engaged using a clear visual roadmapWhat it looks like to "hold the vision" and guide transformationThe connection between experience design, trust, and retention

📌 Chapters:

00:00 – Welcome + Today’s Focus

00:38 – Why customers arrive already overwhelmed

01:07 – When too much info leads to loss of clarity

01:50 – What happens when customers get stuck in the weeds

02:33 – How holding the big picture helps regain focus

03:24 – Celebrating progress + seeing forward movement

03:48 – Customers losing the plot and chasing squirrels

04:45 – Staying at the 10,000 foot view

05:10 – Train-the-trainer example: Keeping the roadmap visible

06:09 – How holding the vision supports transformation

06:33 – The fastest path from point A to point B

07:43 – Celebrate small wins + show progress

08:14 – Visual communication = powerful retention

09:13 – Wrap-up + Episode Tip

📅 Want to map the big picture experience inside your scalable business?

Book a free discovery call: https://taralbryan.com/step/15-learn-to-scale-call/

About Me:

Hey, it’s your host, Tara Bryan. And I am on a mission to help more business owners learn to infinitely scale their businesses by leveraging the power of online without sacrificing the customer experience or results. 

I like to geek out on all things business strategy, marketing, interactive digital and user experience. This podcast is all about what is working, lessons learned and actionable tips to create and grow a thriving online business. 

Join us each week as we dive into different strategies, tactics and tips you can apply immediately to your business.

To learn more:

Find us at https://www.taralbryan.com

Here are two ways we can help you create, grow and scale your business:

1. Want to package your expertise or become a Scalable Expert? Take our free quick assessment to see how close you are to creating a scalable business.

The Scalable Expert Assessment

2. ALREADY HAVE AN ONLINE BUSINESS & READY TO INFINITELY SCALE?

Download our free 50 Ways to Engage Your Customers guide or Schedule a 30 minute call with Tara to talk about our offers that will help you master the game.

Thanks for listening!

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