Course Description

Done-for-You Coaching Forms

How would you like to have customizable versions of every form, letter and worksheet you need to run your coaching business? 

From Client Intake forms to Referral Letters, you’ll find it in this kit ....

... Leaving you free to focus on serving your clients (and getting more clients) – rather than running around trying to re-invent each one yourself.

The Business Maestro

Barbera Aimes

Barbera's passion and talent for business and marketing and her love of helping change-makers realize their potential and go for their dreams has driven her to become one of the most sought after coaches in the online business world. She is referred to as the 'the Business Maestro" because of her uncanny ability to quickly and easily connect-the-dots in an entrepreneur's marketing and help them create a predictable, reliable and sustainable business model that supports their freedom lifestyle. She has helped countless finally make the impact and income the world needs them to make.

Course curriculum

  • 1

    Your Coaching Client Care Kit

  • 2

    SECTION 1: New Client Welcome Kit

    • New Client Welcome Kit

    • 01 Welcome Letter

    • 02 Goals Worksheet

    • 03 Payment Arrangement Form

    • 04 Client Invoice Sample

    • 05 Coaching Agreement sample

    • 06 Coaching Guidelines Sample

    • New Client Welcome Kit [Downloadable]
  • 3

    SECTION 2: Additional New Client Forms

    • Additional New Client Forms

    • 07 Client Intake Form

    • 08 How Coaching Works

    • 09 Coaching Code of Ethics

    • 10 Coaching Confidentiality Agreement

    • 11 How to Hold Me Accountable

    • 12 How to Prepare for a Coaching Call

    • 13 My Coaching History

    • Additional New Client Forms [Downloadable]
  • 4

    SECTION 3: Client Session Forms

    • Tracking Client Progress

    • 14 Client Session Notes

    • 15 Monthly Review Form

    • 16 Ongoing Pre-Call Form

    • Client Session Forms [Downloadable]
  • 5

    SECTION 4: Client Acquisition Letters

    • Client Acquisition

    • Client Acquisition Letters

    • 17 Referral Request

    • 18 Referral Request 2 (gift)

    • 19 Referral Request 3

    • 20 Referral Bonus for Existing Clients

    • 20a Testimonial Qusetions

    • 21 Survey Questions

    • 22 Post Consultation Follow Up

    • 23 Post Event Potential Client Follow Up

    • 24 Resell to Past Client

    • 25 Resell to Past Client-2

    • 26 Client Testimonial

    • 27 JV Program Invitation

    • Client Acquisition Letters [Downloadable]
  • 6

    SECTION 5: Save the Sale Letters

    • Save the Sale

    • 28 Prospect: Visits Sales Page But Doesn't Buy

    • 29 Prospect: Discovery Call No Show

    • 30 Prospect: "Can't Afford"

    • 31 Prospect: Discovery Call Follow-up #1

    • 32 Prospect: Discovery Call Follow-up #2

    • 33 Prospect: Discovery Call Follow-up #3

    • 34 Prospect: Discovery Call Follow-up #4

    • 35 Prospect: Discovery Call Follow-up #5

    • 36 Prospect: Response to "no thanks"

    • 37 Prospect: Hires Someone Else

    • 38 Customer: Asks for Refund

    • 39 Client: Isn't Following Through

    • 40 Member: Re-engage

    • Save the Sale Letters [Downloadable]
  • 7

    SECTION 6: Payment Letters

    • Getting Paid

    • 41 Late Payment Notification

    • 42 Failed Payment: Credit Care Expired

    • 43 Failed Payment: Credit Card Declined

    • 44 Failed Payment: Insufficient Funds (Paypal)

    • 45 Failed Payment: Follow-up

    • 46 Non-Payment: Credit Card Cancellation

    • 47 Non-Payment: Credit Card Chargeback

    • 48 Non-Payment: Paypal

    • 49 Payment Plan Arrangement 1

    • 50 Payment Plan Arrangement 2

    • 51 Membership Renewal - Basic

    • 52 Membership Renewal - Annual

    • Payment Letters [Downloadable]
  • 8

    SECTION 7: Tough Talks Letters

    • Tough Talks

    • 53 Client: Setting Boundaries

    • 54 Client: Missed Appointment

    • 55 Client: Cancellation Recovery

    • 56 Client: Termination 1

    • 57 Client: Termination 2

    • 58 New Client Rejection (refer to another coach)

    • 59 New Client Rejection 2 (refer to a differnt program)

    • 60 Rate Increase

    • Tough Talks Letters [Downloadable]
  • 9

    BONUS: Advanced Strategies for Getting Clients

    • Advanced Strategies for Getting Clients eBook