Welcome

Getting Started

Everything you need to get oriented and set up.

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1. General Welcome GuideProgram overview, schedule, and how to use this portal.
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Untitled-15 Recommended ToolsSome of our favorite tools to use with the course.
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Untitled-18 Book Your SessionsSchedule your one-on-one coaching calls.
Untitled-18 Book Your SessionsSchedule your one-on-one coaching calls.
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  • Book a Session https://calendly.com/your-link
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  • Join Zoom Call https://zoom.us/j/1234567890
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Module 1

Clients

Finding and qualifying the right clients.

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Untitled-14 Session RecordingYour ideal client profile – who you want to work with and why.
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Untitled-20 Client Red Flags GuideA practical guide to spotting warning signs early.
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Untitled-15 Discovery Call TemplatesScripts and checklists for qualifying new leads.
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Untitled-15 Discovery Call TemplatesScripts and checklists for qualifying new leads.
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Use these templates to structure your discovery calls and make sure you cover the key qualifying questions every time. The script is a starting point. Adapt it to match your style.

Tips for getting started:

  • Read through the full script before your next discovery call
  • Highlight the 3 questions most relevant to your typical client
  • Use the checklist as a post-call review to make sure nothing was missed
Module 2

Systems

Building repeatable processes for your business.

Untitled-14 Session RecordingMapping your project workflow from first contact to final delivery.
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Untitled-15 Process and Email TemplatesWorksheets and templates for mapping your workflow.
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Untitled-15 Process and Email TemplatesWorksheets and templates for mapping your workflow.
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These worksheets walk you through mapping your end-to-end project process and creating reusable email templates for common client communications.

After downloading:

  • Start with the Process Mapping Worksheet. Map your current workflow before trying to improve it.
  • Use the email templates as starting points. Customize the tone to match how you communicate.
  • Upload your completed process map using the Upload Your Work module below.
Untitled-15 Upload Your WorkUpload your completed process map. We’ll review it on the next call.
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Untitled-15 Upload Your WorkUpload your completed process map. We’ll review it on the next call.
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You cannot upload files to a public portal.

Upload your completed process map here. Accepted formats: PDF, PNG, JPG, or a link to your Miro/FigJam board. We will review it together on the next call.

Module 3

Pricing

Getting paid what you’re worth.

Untitled-14 Session RecordingThis will be available after the session.
Untitled-14 Session RecordingThis will be available after the session.

Nothing here yet. Once links are added, they'll appear here.

Financial Pricing Calculator and Proposal TemplateTools for setting rates and presenting proposals.
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Financial Pricing Calculator and Proposal TemplateTools for setting rates and presenting proposals.
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Module 4

Growth

Scaling without burning out.

Untitled-14 Session RecordingThis will be available after the session.
Untitled-14 Session RecordingThis will be available after the session.

Nothing here yet. Once links are added, they'll appear here.

Untitled-15 Growth Planning KitTemplates for hiring help and long-term planning.
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Untitled-15 Growth Planning KitTemplates for hiring help and long-term planning.
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Nothing here yet. Once files are added, they'll appear here.

Bonus

Bonus Materials

Untitled-20 Resource LibraryCurated tools, templates, and recommended reading.
3. Communication Share Your FeedbackLet us know how the program is going.
3. Communication Share Your FeedbackLet us know how the program is going.

Your feedback helps shape the program for future participants. Both links are anonymous unless you choose to include your name.

  • Program Feedback Form https://your-feedback-form.com
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  • Quick Rating (2 min) https://your-nps-survey.com
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3. Communication Community ForumConnect with other Foundations participants.
3. Communication Community ForumConnect with other Foundations participants.
  • Community Discussion Board https://community.example.com
    Open
  • Introduce Yourself https://community.example.com/introductions
    Open