#41: How to keep track of where clients are in the process
Episode 41: How to keep track of where clients are in the process
As clients move through your coaching process…how do you track what they’ve done? It may not be the most thrilling topic, but it’s vitally important.
Top 5 takeaways:
- Create your process FIRST, then find technology to assist you in solving that problem.
- First, think about what milestones you hope your clients will achieve so you know what you’re tracking progress towards.
- Don’t start with automation and tech; start with milestones until you have solidified those.
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- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity
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