Intention
Thrive Hero
Journey
Get to Know Them
Thrive
Roadmap
Coaching
Quests
Thrive Recommendations
Coaching Session #1 The Launch Session
Prep for First Call 🌻
1. Read their Thrive Application (update Monday Board) ↗️
2. Create Their Trello Board using this SOP (and Get Ready for your first session).
3. Pull up the Monthly Success Tracker (to take notes about their account).
4. Pull up your Zoom Link (so you’ll be on time).
5. Read through Intentions for the call below.
🌱 If you have Time
・Center Yourself in your special way.
・Look up their website or Facebook profile (so you get an impression of who they are).
Intentions for First Session
1. They feel welcomed and excited about working with YOU and Thrive.
2. They see a clear path to success.
3. You transform any concerns that they may have about themselves or the program.
4. They feel strong momentum and leave with clear action steps.
WARM OPENING
Welcome (2 min) 🤗
Hi (Name)! It’s really great to ___________(meet you / see you)! I really like your ____ (zoom background…) and I’m so excited that you joined Thrive! Congratulations!!!!
I have us down for ___ (60 mins) for our first call together. Sound good?
And, we're recording this call, however… if at any time you want me to turn off the recording, I would be happy to do so… And, if you would like me to allow you to record this call on your computer.. just let me know.
All right! I'm really excited about our first Coaching session together. And, I want to start by congratulating you for signing up for ________ (program).
🌱 Guides
Intention (1 min) 🌟
Awesome! I will be your coach for the entire program and I'm excited to meet with you every month
to help you reach your goals.
This first session is a special, 1 hour session, where my goal is to make sure you're set up for success.
Would it be okay if I share this structure with you, with the intention of you getting the most from this call?
Structure of Today (3 min) 🤠
I’d love to start with a quick check in...
Then, I'd love to briefly sharing my story with you!
Then, I'd love to go over your goals for Thrive (so I can best support you in reaching them).
Then, we’ll dive into your Coaching Board (which will help us track our work together).
And finally, I’ll give you clear action steps to rock your first month!
Check In
Awesome! So, quick check in: What has been your biggest gem since joining Thrive...
And, is there anything that you want to make sure we cover today?
FIND OUT WHAT THEY WANT TO RECEIVE (2 min)
Logistical Questions about Thrive 🤔
Awesome! I ’d be happy to support you with that today,
And,... would it be okay if we lay the foundation first and come back to this before the end of the call?
Business Coaching 💪
Awesome! I ’d be happy to support you with that today,
And,... would it be okay if we lay the foundation first and come back to this before the end of the call?
Feeling Emotional 🙏🏼
Acknowledge & Reflect (until they feel fully heard)
Awesome! Thank you for sharing all of that. I am so with you on this journey.
Concerned about Thrive 😐
Thank you. I really appreciate you sharing this with me.
I'm hearing ___________. Is there anything else you'd like me to know about this?
⭐ Use the 5 Elements until they seem pretty clear
🌱 If they have feedback
Would it be okay if I share this with our leadership team?
YOUR THRIVE HERO JOURNEY STORY
They Have NOT Heard Your Story Yet ✨
So... just a little bit about me, so you know who your coach is.
🌱 Isabelle Story
Isabelle StoryI am a licensed naturopath, and in the past 30 years, I have coached thousands of people.
I worked out of my clinic and was doing really great, and then Covid happened. As a single mom I had to find a way to support my family, so I decided to take everything online.
For a while it went really good, but when Covid lifted, everything came to an absolute standstill. I just couldn’t cut through the noise of everyone who was now offering coaching online and my practice had dwindled down to about 5 clients.
That’s when I found Thrive and registered for the summit. I completely fell in love with the possibilities!
From there, I was able to fine-tune my message using the templates.
I loved the challenges, the consult template, and the wonderful community.I was able to re-open my clinic,
I created livestreams, group programs, online courses, and a monthly membership… This is why I am so passionate about coaching you, because I know the impact that Thrive Academy can have!
🌱 Arlyn Story
I have been an operations manager at big companies like Microsoft where I managed a team of 30 people.
And for the last 18 months, I've been Operations Manager for Thrive where I met with Jesse and Sharla regularly and managed many of Thrive's key projects...
I built an amazing team inside of Thrive by hiring 8 of our current team members... and I coached them to successfully complete many of the projects that you're benefitting from inside of Thrive.
And, while I love operations and managing people and systems, I am SUPER passionate about coaching people to their greatest success.
Which is why, while I was a manager, I got 3 coaching and business certifications, and ended up coaching over 100 people (on the side).
My specialty and what I most love to do is help people set goals and reach them. And that is what we'll be doing together.
Just a little bit about why I'm so passionate about being a Thrive Success Coach!
Low Point
When I came to the Summit ______ years ago, my business was __________ and my biggest challenge was _________.
Turning Point
At the Summit, I was so inspired by ____. But, I was nervous about signing up for what is now Platinum Plus, because of ______.
I decided to take a leap of faith and jump in!
High Point
Through the ____________ (templates, system, community) I was able to _________ (have a $___ month)! And continue to __________!
Transition to Them
I had such a great experience in Thrive that I am so excited to be here as your Coach to help you reach your goals here in Thrive!
They HAVE Heard Your Story 🤩
Low Point
As I shared with you... when I came to the Summit ______ years ago, my business was __________ and my biggest challenge was _________.
High Point
But, through the ____________ (templates, coaching, system, community) I was able to ________ (have a $___ month)! And continue to __________!
Transition to Them
I had such a great experience in Thrive that I am so excited to be here as your Coach to help you reach your goals here in Thrive!
If you’ve been Coaching a While… 🌱
🌱 You can skip this.
If you’re a Brand New Thrive Coach (and Feeling Nervous) 😣
🌱 For Isabelle
And… just to be transparent. Even though I’ve personally coached thousands of people... I have just joined Thrive as a Success Coach.
So, if you ask a question I don't have an answer to, either myself or Quinz will get back to you with the answer very quickly.
🌱 For Arlyn
And… just to be transparent. Even though I’ve been with Thrive for a while and coached and managed a lot of people, I have just joined Thrive as a Success Coach.
So, if I’m sexy or having trouble finding a page, please forgive me in advance and either myself or Quinz, will always get back to you with an answer very quickly.
🌱 For $10K Thrive Member Coaches
And… just to be transparent. Even though I’ve been in this community for ___ (years) and I have had $10K Months myself, and supported hundreds of Thrivers in this community already.,.,
I have just joined Thrive as a Success Coach. So, if I’m sexy or having trouble finding a page, please forgive me in advance and I'll always make sure to get back to you with the answer.
CREATE SAFETY AND OPTIMAL VALUE (2 min)
4 quick things to make sure that you get the most from our time together...
1 | Confidentiality 🤐
Everything you share with me is confidential within the Thrive Team. If there’s something you want to keep confidential just between us, please let me know and I won’t put it in my notes and/or we can turn off the recording.
Only If They Ask Who is the Team 🤔
Jesse reviews a small % of all of the coaching sessions for training purposes, to uplevel the training for our coaches. And our Thrive Virtual Assistants have access to the recordings as well.
2 | Be Concise 🙏🏼
I care about you and I care about your success. And, even though I'd love to hear all the details of every story... It’s even more important to me that you get the most from our time together. So, I’m going to ask you to be concise, so I can support you as fully as possible. Can I have your permission to gently interrupt if necessary, so I can help you get the most out of your sessions with me?
Great, thank you! Let’s talk about our Coaching Structure.
3 | Coaching Structure 😊
As your Success Coach, my main intention is to help you rock your business and reach your goals!
All of our next sessions will be 30 minutes, but I always leave a small cushion in case we need a few extra minutes.
Sessions do not roll over to the next month, so it’s important that you show up for our sessions, on time, with your prep work done, so that can get the most from our time together.
Also, if something really big comes up and you need to reschedule, please give me at least 24 hours notice.
4 | Client Care 🤗
SHARE SCREEN
Client Care
If you need support, here's the best place to go: HUB / Resources / Get Support ↗️
Show them the Client Care section (upper right)
If you have any logistical or financial questions (for example, let’s say you need a date for an event or you want to pay off your balance this month),
you can email Quinz or Mike at [email protected] ↗️
5 | Specialty Coaching 🤗
Check Member Success Board | program & payment ↗️
Specialty Coaching
If you want deeper coaching on an area that I'm not an expert in, I will recommend you book a call with one of our Specialty Coaches.
Our Specialty Coaches have all gone through Thrive Academy and had $10K months, 6 Figure years, and even multi-six figure years.
SHARE SCREEN
Share Coaching Page and scroll down to Specialty Coaches.
Click on Code Coaching
For example, this is Adria. I highly recommend that you book a Code Call with her this month before she books up, so that you can dial in your Client Attraction Code before the 3-day event!
Mark Schall can help you get your package and pricing, Lynley or Colibri can support you with your inner game... Nathalie can support you with your image (and if you're in Platinum, with private coaching on Leverage and Speaker. You can also get copy coaching, social media coaching and even tech guidance.
Acknowledge their program & payment
It looks like you signed up for ________ (Mastery/Platinum)
with a _____ (full pay / payment plan).
So, you get ___ (3/6) Specialty Coaching Sessions, sound right?
If they're in a payment plan
And, you may not know this, but you have 30 days from the Summit to change your payments to Full Pay.
If you switch to full pay, you get 3 additional specialty coaching sessions and... you also save the FULL Summit discount. You'll save:
⭐ about $1,800 from your Mastery Payments
⭐ about $3,000 from your Platinum Payments
⭐ about $4,000 from your Platinum Payments.
Pause
No pressure either way... but, if you'd like me to support you with changing your plan, I'm happy to do that.
Awesome, I've covered a LOT. Before I ask you about you and your business... Do you have any questions so far?
GET TO KNOW THEM AND THEIR BUSINESS (10-15 min)
Awesome! I'd love to take about 5 minutes to go over your application!
Application Filled Out 👍
Open the Summit Enrollment Board ↗️
In reviewing your Application, I see that where you’re starting from is;
⭐ Summarize Q1 & 2 (60 secs)
And your vision for this year is ___________!
⭐ Summarize Q4, Q5 & Q6 (60 sec)
Q8 And, you have ___ (hours) per week to work on your business.
I love this so much! Anything else you want to share about this?
That’s very exciting and I can’t wait to celebrate you reaching this vision.
Application NOT Filled Out 👎
I didn’t see that you filled out your application, did I miss that?
No problem, I will show you where to fill that out at the end of our session today, so I can see it before our next session.
For today, I would love to know... how would you describe your business now and where do you want your business to be in 1 year?
How much time per week do you have to dedicate to your business?
Awesome! I believe you can do this! And, I’m excited to support you to get there.
If they are in the Program that Matches their Vision ☀️
Awesome! It was a really great choice to join _________ (Program), and I can't wait to see you get _______ (what they said they want). Let’s talk about your first 2 months in Thrive!
If they are in Mastery but have a Platinum Vision 🌈
I see that you’re in Client Attraction Mastery, which is AWESOME! And, I also heard you when you said that you want to ________ (speak to groups, lead online courses or group programs)...
That’s exactly what we do in Platinum.
If you want to join Platinum, I have 5 $1,000 certificates that expire at the end of June. Which will allow you to get in before Get Leverage begins!
I really believe in you and I'd be happy to give you one of them. Is this something you'd like to explore outside of our session?
🌱 Leaning in (8-10)
Great! Can I text you to book a call to explore this?
🌱 Not Leaning in
Sounds great! Let's keep rockin this!!
Pricing before Next Platinum Program Starts
They'll get credit for what they paid into Mastery & get a $1,000 certificate.
🌱 In the Monthly Tracker ↗️
go to the Follow Column and add Upgrade Potential
Plan for the Next 2 Months
The Next 2 Months (5 min) 🔥
Okay, now let's create a plan for the next 2 months.
🌱 Read first
The Thrive Journey: Months 1-4 Section ↗️
1 | Get Your Code
⭐ Share Screen with Mastery "Code Assets" Checklist ↗️
This means filling out the 5 Code templates so you can unlock your code and become an attractive force for clients.
2 | Get Onboarded in the Thrive Machine ↗️
Click on "1 | Get Onboarded" and follow the steps.
3 | Join the Client Attraction Mastery 3-day Event
⭐ Share screen with Events Calendar ↗️
Then, on ____ (June 27- 29) is our Client Attraction Mastery Event!
This powerful event will give you a whole new set of tools and deeper confidence to bring in more clients.
4 | Join the 24-Day Get Clients Challenge
Then, on Sunday of the Mastery event, you'll get to join a team of 4 to rock the Get Clients 24-day Challenge! And, that's where you'll start building momentum with the goal of bringing in some high-paying clients.
In an ideal world, you'll focus on getting your Code for these next ___ (5) weeks and wait until the 3-day event to start bringing in clients, so you can get deeply trained up on our Client Attraction System.
Need Clients Now?
Important question. Are you able to solely focus on Code and Thrive Machine onboarding this month and focus on getting clients next month when the challenge starts? Or... do you urgently need clients right away?
Urgently Need Clients Right Away!
Awesome, I have a great plan for you which I'll share at the end of this call.
Introduce Trello Board
5 min: Trello Board ⭐
🌱 Open first
SOP for sharing Trello Board ↗️
All right, now I’m going to share my screen and introduce you to a powerful structure we'll use together.
Are you familiar with Trello?
⭐ Share Screen with the Trello Board
Awesome! So, we're on Session 1 right now, and I'm going to assign you some quests to do before our 2nd session.
To get the most from our sessions, I'm going to ask you to fill out all 4 session prep cards before our next session.
Share your Successes & Learnings for the month, Major Life Updates, check off the quests you completed and your intention for our next session.
I could share more about the trello board, but to save us time, will you watch Jesse's 6 min video later today (if you haven't already done so)?
I'm going to share the link to our trello board in the chat.
Bookmark Trello
Can you please bookmark it so that you have it for our sessions. Do you need support with bookmarking it?
Slow & Steady Growth
(5-10 hrs / week) 🐢
You said you have about ___ (hours / week) for client attraction... which is slow & steady mode.
So, I'd recommend that you prioritize the Tues & Thur calls.
This will help you get your Code in time for our Mastery 3-Day Event!
If you have ,more time, join us for the Wednesday Group Coaching Call and any other calls you're drawn to.
🌱 They Want / Need Clients
It sounds like it's VERY important to you to bring in high paying clients this month, it means you're going to be skipping ahead of most Thrivers and learning some of the templates on your own that we'll be covering at the Mastery 3-Day Event.
They are very content rich, so it only makes sense to go this route if you are hungry for clients right away. What are your thoughts on this?
Medium Growth (10-20 hrs / week)
& Fast Growth (20+ hrs / week) 🐰
You said you have about ___ (hours / week) for client attraction... which is _______(medium / fast) growth mode.
So, I'd recommend that you come to as many Mon-Thur Thrive Membership Calls as you can!
This will help you get your Code in time for our Mastery 3-Day Event! And learn SO much more about how to bring in high-paying clients.
🌱 They Want / Need Clients
It sounds like it's VERY important to you to bring in high paying clients this month, it means you're going to be skipping ahead of most Thrivers and learning some of the templates on your own that we'll be covering at the Mastery 3-Day Event.
They are very content rich, so it only makes sense to go this route if you are hungry for clients right away. What are your thoughts on this?
🌱Join the next 24-Day Challenge
Our next 24-Day Challenge is launching on June 2. I recommend rocking this next challenge
In Mastery
(After 24-Day Challenge) 💪
After the 24-day challenge, we're going to get your Consult Funnel built and help you build on the momentum you created in the challenge.
In Platinum
(Get Leverage is Coming Up) 🤠
On ___ (July 25) we'll be starting our LIVE Get Leverage Events so you can create an Online Course or High End Group Program that takes your business to the next level!
In Platinum
(Speaker is Coming Up) 🎤
NOT COMING UP THIS QUAD
On ___ we'll be starting our LIVE Six Figure Speaker Events so you can learn how to speak and get lots of high paying clients!
If Relevant | They wanted Coaching on a Specific Topic (you have 10-15 min left) 😌
Earlier you said that you'd like support with ________ (what they asked for).
I actually have a great resource for you that will support you in that area. It's ________ (template / recording / Specialty Coaching, etc.). Can I invite you to do ________ this month and add it as a quest to your Trello board?
⭐ Add it as Quest 7 in Basic Quests
QUESTS
Intro to Quests 🌱
All right! Let's create some Quests for this coming month!
Quests are the actions you take in between sessions to make progress toward ________ (what they want). I like to give you about 3 Quests during coaching session but this first coaching session, I will probably give you more... so that you can get off to a great start.
⭐ Open Basic Quests checklist in Trello Board
Quest 1 | Watch the Onboarding Call 😄
ONBOARDING CALL
Did you watch the Onboarding Call with Jesse (the Thrive Membership Call the Monday after Summit)?
🌱 Yes, I Listened
Check the box on the Trello board.
🌱 Not Yet
This will help you get the most out of your time in Thrive. Great!
Can you listen to this quest within ___ (2 days)? Awesome, I'll give you a reminder email the day before.
Quest 2 | Complete all 5 Steps of the Get Launched Checklist 🚀
⭐ Share screen, go to Get Clients > My Progress > Mastery Checklist > Get Launched Checklist ↗️
Which of the Quests did you complete on the Get Launched section of the Mastery Checklist?
🌱 Completed All of Them
Check box on the Trello Board!
🌱 Didn't Complete Them All
Can you complete this checklist by ___ (2 days from now)?
Amazing! You'll get a reminder email the day before it’s due. Awesome! I can’t wait to see you rock this!
Quest 3 | Watch the How to Use Our Coaching Trello Board Video 🤓
If they already watched the video
Great job! High 5! Let's check it off the list.
If they didn't watch it or you're not sure
⭐ Share screen, go to their Trello board
If you go to the top left corner and look for your name. Under that is a card called "How to use this board"
When you open that card, you'll see a 6 min video that Jesse recorded that will help you understand this Trello Board and will make our coaching relationship more impactful.
🌱 Already Watched
Check it off!
🌱 Haven't Watched Yet
Can we set ___ (date, ideally in the next week) as your deadline inside Trello. Sound good?
And, we will remind you with an email, the day before it’s due. Awesome! We're doing this!
Quest 4 | Work on your Next Asset(s) 😌
⭐ Share Screen with Members Dashboard ↗️
How many Code Assets have you completed so far? Can you finish the rest of your Code Assets by the Mastery 3-Day Event so you can come with a rough draft of your Code Statement? Awesome! I can’t wait to see you rock this!
Would you like to use one of your Specialty Coaching Sessions to dial in your Code before the Mastery Event? If so, our Specialty Coaches can fill up quickly, so I would reserve your session with them sooner than later.
You have ___ (#) of Specialty Coaching Sessions Total and you can always purchase more Sessions if you'd like.
Quest 5 | Book all your Coaching Sessions with Me 🤗
⭐ Share Screen with Coaching Page in HUB ↗️
My schedule can fill up, so it's ideal if you book our monthly coaching sessions for as many months as my calendar is open. Let's book our next session now... and then will you book the rest of them before our next session so you can make sure to reserve your spot in my calendar.
Quest 6 | Fill Out Your Session Prep Before Next Session 💡
Before our sessions, please fill out the Session Prep form on Trello. This will allow me to catch up on your last month so that we can dive into the coaching and help you get the most from your next session.
⭐ Share Screen with Session Prep cards in Trello Board ↗️
Please let me know your successes and learnings, any major life updates... Please put a check box by the quests you completed. And, share your intentions for the next session.
All right! I’m going to put the due date on this, the day before our next session, so you get an email reminder.
Fast Growth Quests 🐰
It sounds like you need clients urgently.... So, if that's the case, you'll need to work on 3 things:
Quest 7 | Come to the next Challenge Launch ___(June 2)
Can't make the launch, make a note to listen to the recording and join a team in the FB Group.
Quest 8 | Check out the Get Consults System to discover how to get consults.
Quest 9 | Use the Free Consult Template to discover how to turn consults into clients.
To be transparent, this will take a good amount of study to learn this, and we'll be covering this over the coming weeks and in the upcoming Client Attraction Mastery 3-day event... but if you:
1. Urgently need clients (and money)
2. You're hungry to learn our system more quickly...
3. You have the time and bandwidth...
These are the most important things to focus on.
Biggest Takeaway
All right! We made a lot of progress today! We built a strong foundation and set you up for a great month!
What was your biggest takeaway from today’s session?
⭐ Write it in Coaching Board Insight
WRAP UP THE CALL
Example Messages 🌱
Message
I believe in you! You’re amazing! Let’s rock this month!!
Magic Question
I'm going to write a Magical Question into the Message Card to support you this month.
🌱 Go to
If it Seems Like They’re Trying Too Hard 😓
How can this be fun?
How can this be easy?
What advice would you your Future Self give you?
If They Seem Overwhelmed 😣
How do you eat an elephant? One bite at a time.
1-3 bites per day is 30-90 bites per month. That’s a lot of action.
If They’re Doubting Themselves 😐
When have I succeeded against the odds?
If They Seem Discouraged 😖
Why does your work matter?
End with Acknowledgement 💗
End with Acknowledgement
I am really inspired by you. I truly see you rockin’ it this month!
I am excited to see you reach __________ (vision). And, I can’t wait to hear how it goes for you!
How to Allow them to Record the Call 💎
Are you on a desktop or laptop because this won’t work on a mobile device because mobile devices don’t have a drive to save it to.
Click on Participants. Then, hover the person’s name and click More. Then click Allow to record local files.
🌱 Guide
Why We’re Recording ⭐
We’re recording for training purposes because here at Thrive, we’re always looking to see how we can level up the coaching. But as I said, if you want me to turn off the recording, I’m happy to do so at any time. Sound good?
🌱 Guide
© 2023 THRIVE ACADEMY. ALL RIGHTS RESERVED