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You have been developing the expertise to coach. You know that you can do that well and now you have to set up a business structure in order to have a coaching business. Unlike being in an established organization, there is no IT team, no HR department, no administrative support to ensure that you have everything you need in your office in order to smoothly run your business. In addition, you are potentially running a business that may be international in nature, with the technology we now have available and the interconnectedness of the Internet!

Sherry Yuan Hunter and Linda Meredith are Certified Trauma Recovery coaches from opposite ends of the earth, literally! Sherry is in Canada, Linda in Australia, and together they bring together years of business and online knowledge to bring you Admin Basics 101.

Purpose

You have been developing the expertise to coach. 

You know that you can do that well and now you have to set up a business structure in order to have a coaching business. 

Unlike being in an established organization, there is no IT team, no HR department, no administrative support to ensure that you have everything you need in your office in order to smoothly run your business.  In addition, you are potentially running a business that may be international in nature, with the technology we now have available and the interconnectedness of the Internet!

Instead, you are the CEO, Marketing Manager, Administrator, IT Department, AND janitor. Word is, based on a recent survey, entrepreneurs spend 68% of their time managing day-to-day tasks leaving the remainder 32% on income generating activities. This course will make some decisions about how to set up your day-to-day tasks.

By the end of the course, you will be able to decide what you would like to do yourself, what you would like to outsource, and you will have an idea of what questions to answer to help you decide. Many people have had to piece together services from various providers, while others prefer to pay a higher monthly fee for all-inclusive programs that handle more of their workflow.

There are many business programs out there that are focused on teaching you how to bring in clients. This course is focused on helping you get the ‘boring’ admin stuff set up because it can get a bit confusing. Keep in mind that all these providers will continually evolve and add additional and related functions to their programs. So a lot of what you are doing is understanding what you need, identify your choices, and determining what you are willing to pay for with money or your time.

Learning Outcome

This course is divided into sections and is self-paced . This course is an essential how to checklist of what you need to consider and/or do to set up your global business.

Basic Online Presence

By making decisions about these topics, you will have ‘set up shop’ and can at least hang your shingles to say that you are open for business! Meaning that from a client perspective, you have a way for them to find and interact with you.

Basic Business Operations

Think of this section as topics that help you streamline the repetitive administration that is needed for operating your business. (Not included here are business registration and taxes, which you will need to research for your local and/or country regulations.)

Basic Working with Clients

These are tasks related to the function of coaching, such as templates and forms, virtual meetings, and note-taking, how to do a client intake.

Virtual Presence

While many coaches may prefer an in-person business, you may actually find that you are the right coach for many other people in other parts of your country or even in other parts of the world. As such, your virtual presence becomes the way your market yourself and your expertise.

Bonus: Consumer Information Templates x 9

Time saving templates with all the background information you need to base your Website material on. i.e. Social Media Disclaimer, Code of Ethics, Privacy Policy, Refund Policy and more! Use them for your location and save a tonne of time typing and researching.

Bonus: How to Planners

Ever thought about launching your own podcast, YouTube channel or Instagram account? Don’t know where to begin? In the first of a new series we’re launching our Instagram, Podcast and YouTube Planners. Everything you need to think about and plan for on each of these platforms.

 

Bonus: Tools for Creating Content

Often times when we’re starting up we need to learn a whole different approach when working online.

In this section will be useful tips and tricks to help as you work with your products you make for your clients and software with no cost or little cost to make your life easier.

Special Note: ONE AND DONE

For those of you who just want a simple doable recommendation for each of the topics, just go straight to the ONE AND DONE section. We have curated simple (and cheap) alternatives for you so that you can just go ahead and get it done!

You’ve Got This!

The goal here is to help you be able to handle each piece yourself. You can go at your own pace. If you would like to sit down with someone to walk through a specific process, you can book a Empowering-the-Coach session to get yourself organized and on to your next step.

Let’s get started!

** Please Note: Need any extra help? We add to the course throughout the year with your requests.

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