Course curriculum

  1. 1

    • Welcome to Client Experience

    • Integrating your Zoom and Calendar

    • Setting Up your Custom Values
  2. 2

    • How to Add, Edit and Delete Contacts & Clients in the Hub

    • Managing Potential Clients in your Opportunity Board

    • Using Tasks to Organise your Leads and Clients

    • How to Import Mailing List

    • Why you Should Tag Contacts in the Hub
  3. 3

    • What is Trello and How to Use Your Trello Board

    • Set Up Your Trello Account to Start Using

    • Using your Onboarding, Check-In and Feedback Forms!

    • How to Get Client Feedback, Referrals and Testimonials

    • Check and Add your Form Links to your Onboarding and Feedback Automations
  4. 4

    • Creating a Great Onboarding Experience

    • The Onboarding Automation
  5. 5

    • Step 1: Connecting your Payment Gateway Provider

    • Step 2: Creating your Product

    • Step 3: Connecting the Product on the Funnel

    • Step 4: Payment for Online Coaching
  6. 6

    • How to Automate Client Check Ins via the Trainerize App

    • Check-ins - Where to Find Client and Check In Data

    • The Perfect Check In - Top Tips

    • Example of a Great Practice Check-In!

    • Check-in Practice Task!

    • Submit Your Check-In Here!
  7. 7

    • Customer Experience / Journey Worksheet

    • Onboarding Process Video Scripts
  8. 8

    • Important Document Overview

    • PAR-Q

    • Client / Coach Contract Template

    • Welcome Packs