The process of conducting a coaching/free introductory discussion session
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Client appointments today?
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YES
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Is it for a free session?
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YES
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Log onto Skype and conduct session at appropriate time, making notes as necessary. (30 minutes duration)
Would they like to make an appointment now?
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YES
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Determine whether they want a POP! session (30 minutes) or the Whole SheBang (60 minutes) and make appointment accordingly.
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NO
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NO
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Proceed with other plans for the day
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Make file, print out client notes, review previous documentation, check payment. Has payment been made?
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YES
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Proceed with session at appropriate time. Would they like another session?
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YES
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Have they already booked one?
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YES
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Confirm date and time and say goodbye. Update notes.
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NO
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NO
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NO
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Send them an email reminder about their payment and let them know that session will need to be postponed until payment is made. Ask them to email once this has been done so further appointment can be booked.
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Thank them for their time and let them know I'll be sending them a feedback form to see how they found their coaching experience with me and what might make it better. Send feedback sheet and thank you card via email.
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Make further appointment at appropriate day and time using appointment system and let them know they'll receive email confirmation.
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Coaching Delivey Process
