Each module contains lessons that are delivered in both video and audio format. We also include a slide overview in PDF format for those of you that prefer to see information in writing.

At the end of each module, you'll be prompted to complete a short homework assignment and/or a multiple choice quiz, to help us better understand where you're getting stuck and where you're having aha moments with the material.

Several modules also include resources and swipe files that you can integrate directly into your practice. There's no deadline for going through the material (i.e. you get lifelong access to the program) and you can repeat the modules as often as you'd like! 

Module 01: Pulling Back the Curtain on the Dark Side of Coaching

We kick things off with an overview of the current state of healthcare before looking more closely at the trends and opportunities in the coaching industry. We then do a deeper dive into the concerns around lack of industry regulation for coaches and why we need more highly qualified coaches to step up and raise the bar. We wrap this module up with a closer look at coaching certification programs and what we need to consider as health professionals in this space.

Module 02: Coaching Isn’t Therapy and Consulting Isn’t Coaching

This module will help you to develop a better understanding of the role of the coach and how it's distinct from the role of clinician, consultant, educator and mentor. We'll also review what coaching is NOT and how to navigate the different hats one can wear as a multi-talented therapist with a variety of skillsets.

Module 03: Legal and Ethical Issues for Licensed Practitioners

In this module, we explore the different ways licensed practitioners can use coaching within their practice. We then do a deeper dive into the ways therapists are redefining themselves as coaches in the online space, including marketing do's and don'ts. You'll learn more about practice acts, clinical recommendations and other ethical issues that will present themselves in the coaching world.

Module 04: Clearly Defining Your Niche + Knowing Your Client Avatar

This module is delivered in a series of lessons as we cover the basic elements you need to have in place in order to deliver amazing results for your clients. This includes a clearly defined niche, knowing your ideal client avatar, the problems you're going to help your clients to solve and how to integrate a coaching model into your work.   

Module 05: Building Out Your Coaching Program + Packages

Now that you have a clearly defined niche and avatar, we'll go further into the different ways you can deliver your services to help your clients achieve transformative results. You'll leave this module with a developed outline for your coaching program, a blueprint for your coaching packages and a pricing structure that you can stand behind with confidence. 

Module 06: Pricing Your Program With Confidence

In this module, we'll be doing a deep dive into one of my favourite topics these days... Our relationship to pricing and MONEY! More specifically, we'll be carrying our money stories over to how we're doing business where you'll learn that pricing is all about marketing + positioning. We also have a bonus lesson in this module that addresses common questions related to payment plans, currency and payment processing options. 

Module 07: Establishing Healthy Boundaries With Your Clients

In this module, we'll learn how to identify the "right-fit" coaching clients and how to set up your discovery call process to optimize your conversions. Learn how to take control of the call where it doesn't turn into a free coaching session! We'll also cover how to explain the coaching process to a first-time client and how to pitch yourself with confidence -- and zero attachment to the outcome.

Module 08: Free Discovery Calls That Convert to Paying Clients

As OTs, we understand the importance of setting boundaries in our clinical work, but how does this apply to the online space? We cover all this -- and more. Included in this module is a lesson on coaching agreements, including when to use them, what to include and what to avoid. We also talk about how to introduce the coaching agreement into your discovery call, where it gets signed before your coaching relationship begins.

Module 09: Delighting Your Clients With the Ultimate Customer Experience

You've signed on a new client, congrats! But this isn't the time to take your foot off the gas in terms of the attention you're giving to your people... After completing this module, you're going to learn how to wow your clients and create raving fans who shout about your work from the rooftops!

Module 10: Getting the Most Out of Your First Coaching Call

This module is all about setting a strong foundation with your client. We'll talk about intake forms, the flow of your coaching session, how to help your client elicit their long-term vision for your work together and perhaps most importantly, how to be sensitive to their needs while also staying on track with your time.

Module 11: Establishing a Flow for Your Coaching Sessions

Being in control of your own schedule can be liberating but only if you're pro-active and assertive with managing your time! In this module, we review important concepts such as block scheduling, priority management and productivity as a mindset. We also review documentation tools and session tracking notes to help you build a more organized backend of your coaching practice. The theme of this module is to work smarter, not harder!

Module 12: Assessing and Supporting Your Client Progress

How do you know when your client has graduated from coaching? What are the next steps? What are signs of codependency? How do you provide some semblance of follow-up when your client is no longer paying for your services? In our final module, we cover all this and more, as we take a closer look at maintenance plans, offboarding and options for long-term client retention.