Checklist:
Send thank you note
Fun gift? (if appropriate)
Welcome to FB group
Start a follow up record
The 3rd page is the 24 day challenge checklist and the 4th is just all my current coaching client follow up records.
"THE GREAT INDIVIDUAL IS NO MATCH FOR THE GREAT TEAM"
Friday, September 12, 2014
Coaching Tracking Systems
I use a 3 ring binder (or I've just started because I got really way too far away from coaching and I am COMMITTED to getting back to what I used to do)...This is my DMO, then my list of first 4 things I do with a new customer that just started:
Checklist:
Send thank you note
Fun gift? (if appropriate)
Welcome to FB group
Start a follow up record
The 3rd page is the 24 day challenge checklist and the 4th is just all my current coaching client follow up records.
Checklist:
Send thank you note
Fun gift? (if appropriate)
Welcome to FB group
Start a follow up record
The 3rd page is the 24 day challenge checklist and the 4th is just all my current coaching client follow up records.
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