Why is the onboarding process crucial in a coaching program? | So you want to be an enneagram coach?

Enneagram & Coffee

Cloud10

Self-improvement, Society & Culture, Relationships, Business, Education, Entrepreneurship

4.6 • 1.1K Ratings

🗓️ 30 November 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, I will be discussing the significance of onboarding and offboarding processes in coaching programs. I want to highlight the role of onboarding in setting the client's experience, communicating expectations, and gathering information. I will provide tips for effective onboarding and emphasize the need for an offboarding process to conclude the coaching relationship and obtain client feedback. I will also talk about the importance of both positive and negative feedback and suggest ways to maintain contact post-coaching. Lastly, I will offer my processes as templates for other coaches and promote my coaching starter kit through Enneagram University and a discount for Honey Book. -- Thank you to this week’s podcast sponsor - Notion! Try Notion AI for free when you go to Notion.com/egram Enneagram University ( bonuses available when you sign up through my link ) - https://www.theenneagramuniversity.com/?ref=6708b5 50% off honeybook - share.honeybook.com/sarajane725 FREE coaching business roadmap: https://sarajane-case-3grp.squarespace.com/freecoachingroadmap Notion Templates here - www.sarajanecase.com/shop Enneagram Coffee here - https://www.summitcoffee.com/sarajanecasestore Call/text your enneagram questions to (828) 338-9127 Grab a copy of my books at www.thehonestenneagram.com & www.theenneagramletters.com Check out my YouTube channel: www.youtube.com/sarajanecase Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Krakhan.
0:03.0	crypto is like finance, but different.
0:06.0	It doesn't care when you invest, trade or save, do it on weekends,
0:11.0	or at 5 a.m.
0:12.0	Or on Christmas Day, at 5 a.m. or on Christmas day at 5 a.m.
0:15.2	Crypto is finance for everyone everywhere all the time.
0:19.4	Visit crackin.com slash see what crypto can be to learn more
0:22.8	don't invest unless you're prepared to lose all the money you invest this is a high risk investment
0:26.8	and you should not expect to be protected if something goes wrong
0:30.0	this winter memberships will never be the same again.
0:33.6	Amazon Prime presents Eddie Murphy's new Christmas movie, Candy Kane Lane, and Fast Delivery,
0:39.2	all for 899 a month.
0:41.0	I've got to sign up now.
0:42.4	Get great entertainment and fast delivery all for 899 a month it's on prime geographic restrictions and
0:48.8	Ties and sees apply 18 plus I am Sarah Jane Case and this is Eniagram and coffee.
0:54.3	Hello friends, happy Thursday. I hope your week is treating you well. Today is our last
1:05.2	episode in the series so you want to be an anyagram coach. Today we are talking
1:09.7	about what I believe to be the most important part of your client experience.
1:16.0	And that is the onboarding process as well as the offboarding process, essentially how you
1:22.4	invite people into your coaching program and how well you see them out.
1:27.2	Now the onboarding process is my personal favorite because I believe it sets the tone or it does set the tone for what working with you is going to be like.
1:37.1	This process could feel cumbersome to you. If you're doing everything manually,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Cloud10, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Cloud10 and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.