Coaching Delivey Process A SelectSmart.com Flowchart by Shan To print this page, right mouse click, open "Print preview", "Print" or a similar option depending on your browser, then use the controls to size this page appropriately. Go to SelectSmart.com/flowchart/flowchart.php?id=1000483 for the original version of this flowchart. Find and create other free decision making tools at SelectSmart.com. Use our interactive selectors to find the best college, best career, right religion, most appropriate dog breed, best college major and more.

SelectSmart.com® Make Your Own Flowchart © SelectSmart.com. All Rights Reserved.

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.