1. Custom 1-on-1 Coaching Calls w/ Friendly Recaps

 

When you are first getting started in coaching, this will likely be one of the services that is simplest to offer. Now, don’t get me wrong. I think you need to plan what it entails along with what you will and won’t do, and I do still think it needs a signed client agreement. But, it’s a great place to begin because you can figure out what people really want and need, what really troubles people, and where you truly fit as a coach and teacher.

With your custom 1-on-1 calls (Skype sessions, telephone calls, or even in-person meetings), you’ll typically:

send your client a questionnaire and/or meet with them to discover their specific needs and where you fit in
decide on a timeframe that y’all will work together or set up a rate per meeting or per month
send out an agenda before each call (if you have some general talking points for the meeting–and hopefully you do)
send out client notes sheets or a link to a shared doc where you client can take notes digitally (optional, but cool)
conduct your session (usually 30 – 90 minutes depending on the type of call–this should be clear and communicated ahead of time)
(with permission) record your session
recap your session via email (or send the recording/replay to your client)

2. 1-on-1 Coaching Program w/ Calls, Check-ins, and Homework

Once you’ve done custom 1-on-1 coaching for a while, or once you have an understanding of the general steps your audience needs to go through to reach the goals you help them with, you can develop your custom coaching into a program. A coaching program is a setup in which you have the same general steps + processes that you’re taking multiple people through individually.

You still check in with your clients, have calls, and provide customized recaps and help to them, but it’s all based off of one system.

In a coaching program, you’ll usually:

give your potential client an overview doc/email that outlines the programs, timeline, and steps, to help them decide whether or not it’s a good fit
have a call/questionnaire that helps you determine if the client is a good fit
send a welcome kit (optional, but wonderful) with your client’s first homework assignment and an invitation to schedule their first call after the homework is completed
conduct your first call
send the next pre-developed homework assignment (w/ a recap of your call)
repeat this process for as long as your program lasts

Note: To fully protect yourself and your client, your signed agreement with them should outline your refund policy, and the point at which the client is forfeiting the rest of their package (ex: you haven’t heard from them in 45 days and you’ve emailed them at their provided email address at least three times).