How to effectively onboard your new health coaching clients and what to include in a welcome packet

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2 жыл бұрын

✅ Want to hone on your skills and abilities as a health coach? Join my Health Coaching Essentials Course and Skills Lab in May-June 2022:
www.gethealthcoachskills.com/
In this video I walk you through my 5 step onboarding process and explain what to include in your coaching welcome packet.
With a comprehensive and intentional onboarding process in place you'll make a great first impression, alleviate both you and your clients' worries about the new coaching relationship and set both you and your clients up for coaching success.
If you are interested in the discovery call script and comprehensive agreement and welcome packet, please check out my Health Coaching Essentials Course. It includes these customizable done-for-you coaching essentials plus many more coaching templates, handouts and worksheets. www.gethealthcoachskills.com/...

Пікірлер: 15

@terryheath53 2 жыл бұрын

Michelle A solid foundation ❤️ I find this review so so very important confidence and starts relationship off on the right foot! Many thanks to you

@michellemaclean 2 жыл бұрын

You are welcome Terry.

@all4one271 3 ай бұрын

Thank you so much ! When do you send the welcome packet ?

@michellemaclean 3 ай бұрын

I send it once it's been agreed to work together and payment has been received before the first session.

@dacia6247 2 жыл бұрын

Thanks again Michelle! I had a couple questions. I use practice better for my client onboarding process but i am thinking maybe using calendly for discovery sessions so I can use the question idea. What do you typically use for scheduling appointments and or getting questions before they book? also what types of questions do you put in there?

@michellemaclean 2 жыл бұрын

Hi Dacia. Yes I would use a scheduling program to book the discovery call and then once you've had that add them to practice better. I use Acuity but Calendly is great. I will perhaps do a video on what types of questions to ask in the screening process for the discovery session. Generally you want to get a sense that the person is serious and a good fit.

@tinafleming7221 2 жыл бұрын

Thanks Michelle. Do you use Practice better for “health history” questions in onboarding process?

@michellemaclean Жыл бұрын

I use Acuity. Usually the questions are so you have a bit more info about the client before the discovery session and to determine if they are serious about working with you.

@tinafleming7221 2 жыл бұрын

Why do you ask for payment before sending an agreement? Would there be hesitation to provide payment before having the documentation?

@michellemaclean 2 жыл бұрын

Hi Tina. It'sharing

@michellemaclean 2 жыл бұрын

Hi Tina. It's generally accepted practice that we receive payment before we share documents and start rendering services. I guess there's no harm in sending the agreement before payment.

@michellemaclean Жыл бұрын

This is how I was taught. You get a verbal agreement to work together, you explain it all verbally in advance, they send payment then you send your agreement and welcome packet. The agreement is really just confirming everything on paper that you have verbally agreed to. Of course, it has to feel right for you.

@talktobea1204 2 жыл бұрын

Can i buy some of your templates. I have a bunch of stuff but I'm always looking for new things that might work better.

@michellemaclean 2 жыл бұрын

All of my templates are included in my Health Coaching Essentials Course. You can check out everything included here. www.gethealthcoachskills.com/hce-self-study/