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Best Practices for Must-Have Coaching Workflows

Author
Emily Merrell and Lexie Smith
Published
Wed 09 Nov 2022
Episode Link
None

In this episode, Em and Lex drop their tips on coaching workflows and streamlining systems to be successful once landing your client. They break it down on the timing of certain onboarding items to complete and provide suggestions for a successful onboarding session with new clients as well as a successful graduation and offboarding with clients when you wrap up a program. 


Here’s what you’ll learn: 

  • Some of their favorite systems for signing clients officially
  • Systems and software for invoicing once you land your client - to get paid!
  • Hear their suggestions for documenting your process of onboarding 
  • Learn tips on setting expectations for you and your clients
  • Tips on systems for setting expectations for work with a client
  • Ideas on creating a memorable off-boarding experience for your clients
  • And More!

 

Follow Em & Lex on Instagram at @readysetcoachprogram

Learn more about the Ready Set Coach Program at Readysetcoachprogram.com

Learn more about Six Degrees Society and THEPRBAR inc.


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