***ATTN: PRIVATE PLATINUM CLIENTS if you are looking for the webpage with the Mastermind Teleconference Recordings, send an email request to email@example.com***
Welcome! As my client, you have privileged access to certain information, resources, and tools that I use within my coaching business.
This Private Client's Area gives you access to various forms and documents that we will be utilizing during our coaching sessions.
To get started, refer to the information detailed below... Please, feel free to call or email me with any questions.
1. Click Login to enter your username and password. If you do not login, you won't have access to all of the features. (You received an email from me with your username and password included.)
2. Click the FORMS* tab to access and fill-in the client forms: Client Profile, Goals, and Discovery.
1. To schedule your appointments, simply click on the Calendar link at the top of the web page.
2. You will receive an e-mail reminder from the system for your scheduled appointments that will include a link for you to complete your Call Strategy Form.
3. Whenever you have a scheduled appointment, you can fill out the Call Strategy Form under the FORMS tab. You do not need to wait until you get the reminder.
4. You can update your Goals Form anytime.
5. I receive an e-mail from the system anytime you fill out a form and click "Save".
*IMPORTANT: Be sure to click the "Save" tab periodically when you input information into a form or it will not capture the data.
OTHER TOOLS AVAILABLE TO YOU
Check out the Documents available to you under the Forms Tab.