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How to Create an Intake Form for Your Coaching Business

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You will have gotten to know your coaching client a little bit during the discovery call, but before you can coach them, you need a little bit more information. Sure, you’ll learn a lot about them during your first call, but using an intake form allows you to really hit the ground running in your first coaching session.

Discovery Call Checklist for Coaches

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Discovery calls have become a vital part of the sales process, especially for high-ticket programs. For prospective coaching clients, they offer a chance for them to meet you and ask any questions they have about your coaching program. For you, they offer you a chance to get to know the coaching client and see if they are a good fit for your coaching program. Some coaches even reject clients at this stage because they realise that the client’s goals or expectations will not be met in the coaching program.

Because discovery calls are such an important aspect of the sales process, coaches can’t afford to run them as a free-form conversation. A discovery call checklist allows coaches to receive and communicate all the information they need without turning their discovery call into a rigid, scripted call.

What to Do When a Coaching Client Ghosts You

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Being ghosted is incredibly frustrating, no matter where you are in the coaching relationship. Here is what to do when a coaching client ghosts you at various stages of the process.

4 Signs It’s Time to Fire a Coaching Client and How to Fire Coaching Clients Without Getting Bad Reviews

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Do you have a coaching client that you kind of wish would ghost you? Like you have to brace yourself for each of their coaching sessions kind of bad client. Well, the best part of running your own coaching business is that you can work with whoever you want. That means you can fire the coaching clients that you no longer want to work with. Let’s take a look at some of the signs it’ time to fire a coaching client.

Make Booking Coaching Sessions Easy for Your Coaching Clients

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There is nothing more frustrating than going back and forth across multiple emails trying to schedule a discovery call or coaching session with someone. It is a waste of time for everyone involved, and if it is before your coaching client commits to working with you, it may lose you a client. There are a number of ways you can make scheduling meetings much easier for your coaching clients. Here are some options that work for all types of coaching businesses, technology comfort levels, and budgets.

6 Essential Elements of an Offboarding Process for Coaches

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If business processes were children, the offboarding process is the middle child for service providers. It is often overlooked, given minimal attention, and overshadowed by the golden child – the onboarding process. However, the offboarding process is just as important for coaches as the onboarding process and any other process in between. It is your coaching client’s final impression of your coaching business.