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((me being in a space - I reaching out to people to interview them for a…

- - - - they fill heard and understood -
        how do I sign up
        
        I have a templated email
        Hey, we had a great chat on {date}
        The next steps are:
        
        please go to my website - {link} (preferred - sing up)
        
        log in to mightynetworks - for private chat = I don't want to use other things to interact with them - things get lost in instagram, email etc. - allows to write privately in between sessions, send homework every week.
        Allows to create groups when I need to
        
        In group - zoom meeting, class times, post articles, interact like a forum, they can interact with each other
        
        sign client agreement - hellosign (paid) - do more in-take documentation to send the docs to them to fill out (but it's not the same as I'm filling in myself during the call, I like that process, but in the longer run not sure)
        
        schedule first appointment - using calendly
        I love that I can set email reminder + text reminder, and I don't have no-shows
        automatic thank you email with a quick satisfaction survey - points to a google form - 5% response rate
        and this is how you book your next meeting
        charge through calendly using paypal
        I have to keep track of the package manually
        Have an ability to schedule group events
        
        CRM - I use mailchip to send out
        Once they scheduled a session, they are sent to the mailchimp as audience - adds email to the system (how often they open, if they read it, clicked through)
        every week is probably too much - I stick to once a month - still refining how I use it
        segment: clients, have booked info chat, people I know through podcast
        closemcrm
        I'm missing - an ability to do reports: who hasn't signed docs, etc
        how much did i make this month
        focused on coaching and don't think of the administration routine.
        Track time - 100 hours (typing in a spreadseets - initials, )
        
        1st appointment
        
        4-5 different type of documents for trauma recovery that would be important to get through
        identifying where you would focus your healing on
        some people send it ahead of time, sometimes I ant to feel in during the call
        the recovery process replies less on this information, but rather on being heard
        I'd like an empty template
        client - general info, in-take info, 5 template: either fill out the templates with them or send them so they fill it in (through their portal)
        I want to be able to search very quickly for names, to look up my last meeting - it reminds me where I'm in with the client
        Template for a meeting
        
        grounding exercise
        
        intention setup
        
        notes for the session
        
        intention check-in
        
        homework
        
        It will be great to have worksheet templates to send them, or audio link
        The message is - "Don't worry, it's ok"
        
        It would be great - to have a space where we can collaborate together - that becomes a tool for them, they've created it
        
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