Saturday, July 22, 2023

Financial Coaching

MY PROCESS

  1. Make Contact and Introduce Yourself
  2. Follow up with an email
  3. Manually approve "Let's get to know you" survey
  4. Discovery Call (Template)
  5. Post-call summary email with resources
  6. Set follow-up, testimonial requests, and nurture tasks


    RESOURCES FOR DAILY TASKS



    WEEKLY TASKS



    TECH STACK



    AI TOOLS



    MY DAILY TASKS




    PHASE I

    • Customize your Operating Agreement on IncFile
    • Join Coach.me and Get Certified https://www.coach.me/certification
    • Pilot and launch Chat-only coaching package
    • December/January 15th - Join the first Year Coach Mentorship Program through Coach.me
    • Set up Payment Service through HoneyBook
    • Define and build the Brand
    • Launch!
    • Survey the public (and the SBI forums) and see which domain they like best
    • Officially change and register your business name.
    • Set up email service (Honey Book)
    • Update Banking Resolution or Provide Bank with Amendment (September)
    • First 10 Pages of Your Website
    • Set Up and Finalize YouTube Channel
    • Launch Facebook Page
    • Introduce Second Monetization Model (Chime and/or Unicorn)
    • CoachMe Certification
      • https://www.coach.me/RoxanneE/packages/20814
      • https://www.coach.me/ScottMaderer?plan_ids=17020,17021
    • Launch https://www.budgetsimple.com/
    • Create and launch your Lead Generator System
    • Self-Concept Practitioner Certification
    • Read/Apply CoachBuilder
    • https://convertkit.com/training
    • Complete your first week of SBI


    PHASE II


    PHASE III


    • Complete your Habit Coaching Certification (by March 2024)

    • Complete your IT Foundations Certificate

    • Transition

    • Complete your CyberSecurity Training. After Coach.me, double up to get it done.

    • Complete your CompTIA+ exam, upgrade the flashcards program if you need to or piggy back on an already created collection

    • Career Coaching with Cultivated Culture until you effectively transition

    • Complete your IT training

    • Complete your LinkedIn Coaching

    • Announce and deliver on your offer for the year of financial tools.

    • 90-Day Money Game, Jumpstart your practice.

    • Change your business name.

    • Renew and update your driver's license.

    • Close out business account and open a new one under the correct business name. If needed, bring banking and official paperwork to Credit Union.

    • Start Building and Branding. You're Good to Go!

    • Upgrade Mail Chimp, Automate Your Email Marketing

    • Sign up for the Canva Free Trial

    • Donald Miller: https://businessmadesimple.com/

    • Learn EVERYTHING you can about Canva, and Canva + ChatGPT. Upgrade your Canva account to generate your own stuff visuals, images, and posts https://www.coursera.org/search?query=canva&sortBy=BEST_MATCH

    • Volunteer, Register, Promote, and Teach your first FPU Class

    • Create a Content Calendar (for LinkedIn)

    • AI Prompt Engineering

    • Update your welcome video on your Linkedin profile.

    • Read This Article:

    • SiteSell

    • Building a Business Presence With Facebook Marketing

    • Blog

    • A Firefighting eBook with a sexy fireman on the cover and burning money... Leverage AI picture generators!!! And get a Fiver Artist to finalize the cover. Create a webinar, course, ebook, or product you can sell or sell access to. Study Mills Knows Bills. Leverage AI to write it.

    • Update LinkedIn: Intro video, update skillsets, refine your content, and at some point you will have to name and showcase your business (Use SiteSell).

      • Intro Video on Coaching with CTA
      • Remove job descriptions but keep skills
      • Update Your Photo (Photoshoot with green/blue backdrop)
      • Clean up school details down to dates attended, major, and skills acquired/used
      • Add top 10 Financial Coaching Related Skills/Drop Total Skills down to 40.  Be prepared to show where you acquired/used those skills.
    • https://www.leadgoalsaccelerator.com/
    • Your Course on Developing a Coaching Practice that you purchased
    • Bank with Relay


    BUSINESS AND TAX RESOURCES


    MARKETING


    MY REFERRAL PARTNERS


    NETWORKING MASTERY

    PUBLISHING TOOLS


    RESOURCES

    TUTORIALS


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