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▷ ▶ Coaching Delivey Process SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by Shan. See Shan's 4me blog page.
Viewed 468 times. Created September 2013.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of Shan and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessCoaching Delivey Process
By Shan
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The process of conducting a coaching/free introductory discussion session

               
Client appointments today?
YES
Is it for a free session?
YES
Log onto Skype and conduct session at appropriate time, making notes as necessary. (30 minutes duration) Would they like to make an appointment now?
YES
Determine whether they want a POP! session (30 minutes) or the Whole SheBang (60 minutes) and make appointment accordingly.
 

NO


NO






Proceed with other plans for the day
Make file, print out client notes, review previous documentation, check payment. Has payment been made?
YES
Proceed with session at appropriate time. Would they like another session?
YES
Have they already booked one?
YES
Confirm date and time and say goodbye. Update notes.



NO


NO


NO


 
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.
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.
Make further appointment at appropriate day and time using appointment system and let them know they'll receive email confirmation.