ABCDEFGH
1
Business Coach checklist
2
3
NameKit ordered
4
BC NameCAB Date
5
Phone#Time Zone
6
7
Explore Options Zoom/Coach Explore
8
Use the Explore Options Zoom outline and Coach Explore Form
9
Set up group message between you, new coach and business coach - keep ALL communication in this message
10
Send video on "how to order coach kit"
11
Confirm"getting started zoom"/"Meet & Greet" is scheduled within 24-48 hrs
12
Once kit is ordered, pop the "welcome to Coaching" message in to their support thread
13
Encourage them to watch the new coach training in the "welcome to coaching" message before their getting started zoom
14
Print out this form (New BC checklist) & put in business coach notebook with their coach explore form
15
16
Getting Started Zoom:
17
18
Meet/greet will be done with New Coach and 1-2 levels of support
19
BEFORE ZOOM- Make sure your new coach has received their welcome to coaching via messenger
20
BEFORE ZOOM- Make sure they have printed the docs from the welcome to coaching message
21
BEFORE ZOOM - Confirm they watched the new coach training #1 (in welcome to coaching message) before zoom
22
DURING ZOOM:
23
Review the welcome message with coach
24
Talk about CAB & assisting with 5 clients within 30 days. DOUBLE DOG dare for 2 weeks!!
25
Explain to keep blinders on and only focus on what you give them right now- no optavia learning center
26
Review story:
27
1.what life was like before program, how you felt
28
2. what it’s like now; results
29
3. what made the difference for you with this program
30
4. why are you coaching?
31
Welcome as a new coach on client community page
32
Add to "transformation squad" and welcome!
33
Confirm they have setup their personalized online health assessment (aka: jotform)
34
I gave the verbiage to set up their calls- verbally review & PM verbiage after zoom
35
I gave the verbiage on what to say when people ask questions- verbally review & PM verbiage after zoom
36
The new coach has my avaialbility for the calls for the next 3 days
37
Encourage them to reach out to first 5 folks in 24-48 hours to schedule calls
38
Have them start their share list if not started & pop list in their support message - breakdown 1's, 2's, 3's
39
Attend New Health Coach Trainings
40
OK! Let's go help people and inspire!!!
41
PRO TIPS as you start training:
42
Touch base with new coach daily- KEEP IN ACTION
43
If no calls set up in the next 48 hours, hop on a call, find out why.
44
45
Coaching Conversations/Share Calls
46
47
First Coaching Conversation call- confirm call 24 hours prior
48
Verify they have the potential clients online health evaluation & TS HA talking points document printed
49
They are in a quiet spot to listen and take notes
50
Training call flow:
51
Pre-Brief
52
Health Assessment/Share Call
53
De-Brief
54
After 1st Coaching Conversation call, introduce to team snapp site
55
www.teamsnapp.net
56
- Direct to Follow up OR Startup Tab
57
Have new coach save team snapp "New Coach Hub" to home screen
58
After debrief - leave coach with 2-3 action steps. Always asking "who's next"
59
New coach has done 5-6 Coaching Conversations/Share Calls calls - skill transferred
60
61
Time to learn share calls (may be some of new coach training calls)
62
Refer them to TS website/new coach hub/approach tab/share call resources
63
2-4 Coaching Conversation calls training calls
64
Skill transferred - Set a goal with them for share calls per week
65
66
Facebook
(use the "social media" tab on the hub with the new coach)
67
68
Work New coach's milestone post (Use "Milestone post" document)
69
Assist coach to "pre-launch" facebook while doing initial calls (Use "pre-launch" document)
70
Launch FB using "Launching and working FB with your new coaches " training
71
When ready to launch, guide them to the "FB launch tips" Document
72
Launch on FB with their transformation story- help with post
73
Watch post & their FB page daily (add their name to your whiteboard as a reminder to check daily)
74
Help with responses & PM's to send to everyone who likes & Comments
75
PRO TIP: Have coach screenshot the conversations in messenger and send in support message
76
READY FOR Power Hour!
77
2-3 posts per day to start branding
78
79
Co-Coaching new clients
80
Clients 1 & 2 (Guide new coaches thru the "TS Starting & Integrating your Clients Document)
81
New coach has these documents for each client; HA, client support checklist, I+Q=A
82
Have a HA for each new client I am co-coaching with new coach
83
Guide coach to the "start up" section in the New Coach Hub/TS website when they have 1st client to start
84
New coach place clients 1st order
85
New coach set up group message for biz coach, new coach & new client
86
New coach sends Welcome message (via FB message), begins daily texts
87
New client is added to client support page
88
Help new coach add the "daily text messages" to their home screen on phone for ease
89
New coach is sending daily texts
90
Time to get organized (usually after 1-2 clients)….Guide coach to the new coach hub/start up/get organized
91
Notebooks are set up
92
New coach knows how to track the order
93
Journey kick off call (client to do Accountability post and you work post with coach)
94
(CONFIRM BEFORE CALL) New coach has client HA, Client Support Checklist & Coach Candidate Form, "TS Starting & Integrating your Clients Document"
95
Co-coaching for 2 weeks! BE sure to use the "coaching guide"/client support checklist/ "TS Starting & Integrating your Clients Document"/ "Coach Candidate form" alongside new coach
96
97
Clients 3-5 (use discretion - Does your new coach need assistance with client 3 to fully transfer skills?)
98
Ensure coach works with client for 1st milestone post and is working post
99
CCC at Day 9/10 for clients you are not co-coaching
100
Follow along with the CCC document on team snapp website