Welcome! Let's Get Started...
As a client, you have secure, privileged access to certain content, resources, and tools that when used, support you in making the most out of coaching.
To get started, please refer to the information detailed below…
Optimal Coaching Experience Checklist:
___ Complete the welcome packet forms (Profile, Goals & Discovery) prior to the first session so that your coach (and you) can be the most prepared before even beginning to coach.
Click here to access your Profile Form. Click here to access the Goals Form. Click here to access the Discovery Form.
___ Receive the automated appointment reminder with a link for the Call Strategy Form. Look for this in your inbox 24 hours prior to your session (Tip: whitelist my email address to be sure it is not marked as junk or spam).
___ Complete the Call Strategy form[create your custom link] one (1) day prior to your session.
___ Show up on time, be present (no multitasking) and uphold commitments to the coaching schedule.
___ Receive & complete within 24 hours the Post Session Recap Form [create your custom link] to continue processing the material, curriculum and nuggets within the coaching session.
___ Provide feedback and input after each coaching session using the Post Session Recap Form [create your custom link].
___ Utilize the Client Log [create your custom link] at least once in-between each coaching session to post questions or celebrations.
___ Process payments [create your custom link] for services according to your agreement [create your custom link].
___ Review the resources within the private website for further support and guidance.
___ Complete a Mid-Point Evaluation form [create your custom link].
___ Review goals, progress and accomplishments each month.
___ Complete a Post-Term Evaluation form
___ Provide a Testimonial by answering a few simple questions on the Testimonial Form[create your custom link].
On-Going Visits:
Access to the Call Strategy Form – the day before each coaching appointment, you will receive an email reminder. At the bottom of this reminder will be a link for you to access and complete the call strategy form.
Benefit: maximize the effectiveness of our time together.
Access to the Calendar – at any time you can review the calendar for upcoming appointments, and/or reschedule appointments. I’ll be notified immediately if any changes are made to existing appointments, so help yourself if you need to change any appointment information.
Benefit: no email tag/phone tag to move appointment dates/times.
Update Forms – at anytime during our coaching process you can update your information on any of the forms within the system.
Benefit – I, as your coach, will always have the latest information to fully support you in achieving your goals.
NOTE: be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.
Should you have any questions refer to the FAQ page of my website[create your custom link] or contact me via email.
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