You will be doing a Health Assessment with all the folks you know have a need and the door is already open for a conversation. Your business coach will walk alongside you for the first 5-6 calls to teach you the “art” of this conversation. 

Here are some helpful tips and resources for your calls/zooms

• Your business coach will do the first 1-2 calls/zooms for you, then 1-2 with you & 1-2 alongside you

•  Make sure you send your online health evaluation (jotform) to your potential client and get it back before your call. Here is a helpful resource to continue to utilize your online health evaluation (jotform): https://docs.google.com/document/d/1MWB9QCJRkEJvU67_zfao4gCjKRdHUonyRneCZDWlSug/edit?usp=sharing 

• Share your potential clients health evaluation (jotform), when you get it, with your business coach – you will review it together before the call

• You will Debrief after calls/zooms to “adjust” & learn the “art” of the calls

• Learn to ask questions, listen, teach referring & layer coaching

• Learn to find the WHY (see helpful training links below)

• Your health assessment will result in start-up or follow-up

Have the following documents available for first zoom/call

• Your potential clients online health evaluation (jotform)

• If your potential client did not complete the online evaluation, here is a printable health assessment:

  Click here to print  (Click to open & print page 1-2)

• Health Assessment Talking Points: Click here to print  (print 1 copy)

• Here is a helpful document to reference all of the plans available. We strongly recommend you use this for your reference only and do not share with your potential clients: Click here to print 

• TS New Coach Checklist: Click here to print (Click to open & print)