Session #1 – Your Structured Business Coaching

• Review questions from initial session email
• UPDATE in the database the DEMOGRAPHICS Tab
• Business Name
• Establish goals
• Where do they see their business in 6 months, 12 months 2-5 years
• What are their expectations of the coaching process?
• Do they have the copy of business license
• Do they have copies of business cards
• Complete Demographics in the database
• Introduction of your role as their coach to get results
• Importance of open honest communication
• Introduce them to the “Score Card”
• No reason to be offended. Sometimes our methods are bold and may come across as abrupt.
• Importance of keeping scheduled weekly appointments. Cancellation needs to be with a 24 hour notice
• What has been holding them back?
• What makes them different from other bookkeepers/accountants/CPA’s? Start to help them realize their worth as a profit and growth expert.
• Assignment to speak with 5 family members or friends and ask 5 questions about them. Bring those answers back and let’s discuss next week.
• Read “The Greatest Salesman in the World”
• Begin writing 30 sec commercial
• Create a “Friends and Family” list
• Speak to Cole about setting up their website and getting their contact info

Set appointment for session 2