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CE-320/321 ESTABLISHING YOURSELF AS A COACH
DOWNLOADABLE EXTRA RESOURCES:
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ICF Core Competencies & PCC Markers:
One of my CURRENT Coaching-Mentoring Client Intake Packets:
Discovery Session Intake Questionnaire
From Shawna Corden
1) Agreement for masterminding – and several books on the topic: Think and Grow Rich, Meet and Grow Rich
Mastermind Best practices gleaned from
2) Instructions on how to modify your coaching log for organizations that have a privacy policy (aka Alias reporting)
ICFClient CoachingLogInstructions
Additional (OLDER – MORE EXTNSIVE) Samples for Client Intake Packets:
The ‘Articles’
2.Nature_of_Professional_Coaching
3.Six_Benefits_Working_With_Coach
7consulting_vs_coaching_vs_therapy
Create Fee Structure
Create Fee Structure
Jane Smart Letter Campaign
Marketing & Sales
Top Sellable Features of Coaching
Potential Client Selling Questions
Top Questions to Ask a Potential Client
Speaking Gigs – Pt 1 – How to construct a speech to sell for you
Speaking Gigs – Pt 2 – Finding places to speak at
Practice/Business Building
Steps to Crafting a Spending Plan
Coaching Practice Start Up Budget
100 Ways to Fill Your Practice
Regarding: 101+ Ways to Fill Your Coaching Practice
25 Steps to Filling Your Practice
10 Steps to a Successful Practice
100 Steps to Setting up an E-tip Broadcast
Discovery Sessions & Onboarding Clients
When you’re doing something very specific, tailor your intake.
Example for my mentoring intake: https://www.surveymonkey.com/r/MZ8DPZB
Otherwise, keep the Discovery Session Intake VERY, VERY SIMPLE.
Give them the OPTION to complete the questions OR NOT – some people aren’t writers, some are verbal processors, some don’t want to have to think about a lot of things yet. Know that just them reading the questions gets their brains into background thinking mode.
Here’s a snippet from email you can send:
Getting Started…
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Building Client Relationship
101 Things to Work on With Your Coach
50 Things my Clients Most Want
Corporate/Team Tools
Links related to Three P’s Conversation
Boundaries by Drs Henry Cloud & John Townsend
Integrity by Dr Henry Cloud
25 Steps to a Strong Personal Foundation
The Portable Coach: 28 Surefire Strategies to Business and Personal Success + The 28 Laws of Attraction: Stop Chasing Success and Let It Chase You by Thomas Leonard
Irresistible_Attraction_Program
Practice Building Books
The Prosperous Coach by Steve Chandler & Rich Litvin
Working Wisdom by Thomas Leonard
Referrals & Evaluations
Client_Evaluation_Coaching-DRAFT
Quarterly Evaluation + Referral- ALUL
Invoice-Template -the paragraph at the end has referrals reference
Things for Coach to Consider
Work-Career-Business Environmrnt
Tools You Can Use With Clients
Path of Development Self-Assessment
101 Things to Work on With Your Coach