Your Initial Coaching Conversation

Could coaching services provide your accounting firm a competitive advantage?

Coaching is a deeply personal process – one that can only thrive when there’s synergy between the coach and the you. We believe the right connection is non-negotiable. That’s why we offer a powerful, complimentary introductory session, designed to uncover what you truly want to achieve and explore exactly how we would strategically partner with you to get there.

This is not just a “getting-to-know-you” conversation – it’s the first crucial step in building a foundation for transformational results. By the end of our session, you’ll walk away with a crystal-clear roadmap, actionable insights, and the confidence to move forward with purpose.

This is more than just an introduction – it’s the beginning of your breakthrough.

Structure and Agenda of the Session

  1. Introduction and Rapport Building (5-10 minutes)
    • General Introduction of your business and what you want to achieve
    • Understand the client’s background and primary objectives.
    • Establish mutual expectations for the session.
  2. Understanding Client Needs and Challenges (20 minutes)
    • Discuss the client’s current situation or project scope.
    • Identify specific goals, pain points, and opportunities.
    • Leverage open-ended questions to uncover deeper insights and priorities.
  3. Service/Process Overview (15 minutes)
    • Explain our coaching approach or framework for addressing your needs.
    • Share the services you provide and how they align with their objectives.
    • Highlight key deliverables, timelines, and any customization available.
  4. Questions and Clarifications (10 minutes)
    • Address any queries from the client.
    • Ensure mutual understanding and clarify expectations where needed.
  5. Next Steps and Action Items (5 minutes)
    • Summarize key takeaways from the conversation.
    • Provide clear action steps for both parties (e.g., documentation, proposals, follow-ups).
    • Confirm the timeline for the next meeting or deliverables.

What Clients Should Expect from the Process

  • Open Communication: Expect transparent, two-way communication throughout the collaboration.
  • Tailored Solutions: Our services are customized to address your specific needs and goals.
  • Clear Action Plans: After each conversation, you’ll receive a list of actionable steps.
  • Ongoing Support: We are committed to providing continuous guidance and support as the project evolves.