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COACHING ZONE – GENERAL INFO

The Coaching Zone will offer two types of sessions throughout the event:

» Laser Coaching (15 min, 5 min buffer) focused triage & value add sessions

» Decision Coaching (10 min, 5 min buffer) sessions intended to provide an opportunity to close

The general booking link that attendees access by scanning posted QR codes will provide a different booking pool depending on how far into the event we are at the time of booking. In general, the public page will follow this schedule:

BOOKING LINKS

HOT LEAD SUBMISSION:

Need to add a record to the sales table but they haven’t scheduled in the CZ yet? Fill out the hot lead form and the record will be created for you automatically.

https://airtable.com/app7S09kgUt2IjGSw/shrZqVH7SZ3pPkgGU

COACHING ZONE GENERAL BOOKING LINK:

You can bypass the pool and book either session length regardless of date/phase with a specific coach by using the direct links/QRs here. These are the same links that appear on your lock screen images:

LAUREN – DIRECT (10):

SINCLAIR – DIRECT (10):

NAT – DIRECT (10):

PATTIE – DIRECT (10):

HEATHER – DIRECT (10):

SUMMER – DIRECT (10):

SUSAN – DIRECT (10):

SESSION PROCEDURE

When conducting sessions inside the zone, it’s suggested to have the following ready for optimal workflow:

1. Your COMPUTER, open and logged into Airtable.

2. The SALES BASE open to the Interactions Table & MSLS Coaching Zone View.

3. The SESSION RECORD Expanded so that you are ready to make updates and leave notes.

Your screen should look like this:

At the end of a session, typically one of the following scenarios will apply:

1. NOT A GOOD FIT

» RESTAGE lead to ENROLLMENT DECLINED (Lost).
» Leave a quick Comment in the comment box.
» Close the record.

2. IS A GOOD FIT – DID NOT CLOSE DURING SESSION

» ALWAYS try to schedule another session while the first is still happening. The easiest way to do this use the PINK Schedule Follow Up Call button. It will pull direct pages for each pool (laser & decision) as well as direct links for each coach. Choose the right link, choose a time with the lead, and schedule.
» If you schedule them in person, the lead stays in the CALL SCHEDULED Stage.
» If you couldn’t schedule them in person, restage to ACTIVE OFFER and make a note to follow up how you see fit.
» Fill in the program you think they would be good for in OFFERED.
» Leave a quick Comment in the comment box.
» Close the record.

3. IS A GOOD FIT – CLOSED DURING SESSION

» See the section for collecting & processing Deposits below 🥳

COLLECTING & PROCESSING DEPOSITS

If you’re able to close during a CZ Session (or need to provide assistance during the actual Offer), the checkout for the deposit can be accessed in two ways:

1. USE THE PAPER OFFER FORMS – THIS WILL BE THE EASIEST WAY. You can use the electronic form for MM using the links below or on your badge. If you need to enroll someone in ISB, send them to the sales page if you don’t want to collect a paper form:

ISB SALES PAGE: https://go.mindsharecollaborative.com/income-stream-bootcamp-1

USING YOUR BADGE – THE VIP QR:

Once a deposit has been collected, a record will be created in the MSLS Console (Airtable). 

You do not need to do anything at this point, Lisa and myself will be processing any deposits collected electronically.