#1 Getting Started

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