3 Tips for a Successful Coaching Introductory Call
Thank you for booking an introductory coaching call. I am really looking forward to see if I can help you through this difficult time.
The goal of the introductory call is to see if you’re a good fit for 1-on-1 coaching. Given the high demand for the 1-on-1 coaching services, I want to make sure we use our time together efficiently.
Here are three tips to ensure the most successful introductory call:
2) Prepare any specific questions you may have in advance. If you have something you want to send to me beforehand (Financial Affidavit / Statement of Net Worth, calculations you prepared, documentation, etc.) to discuss on the call, just reply to this email. All information is kept strictly confidential.
3) Take the call from a quiet location. Don’t forget to bring a pen and pad to take notes! Please avoid driving, a loud atmosphere, or any place where you may have many distractions during our introductory call.
As a bonus, just for scheduling this call, I am giving you free access to my book Divorce and Your Money: The No-Nonsense Guide. All you have to do is click on this link to access it. (And if you prefer a paperback copy, just let me know on our call and I’ll send one to you.)
Look forward to speaking soon!
Shawn C. H. Leamon, MBA
Certified Divorce Financial Analyst