Thrive Coaching Session #2 & Beyond

Prep For Session

Warm Opening

Session Prep Review

Coaching

Quests

End Strong

Coaching Session #2 & Beyond

[5-7 MIN] PREP FOR SESSION

Prep for Session 🌻

Please use this template for every session. (Even if you already know the template.)
These sessions are 30-40 mins (with an occasional longer one).

[5-7 min]
Prep for Your Session
1. Review their Session Prep in Trello Board.

2. Add Next Session Column to Dashboard.
3. Go to Members Dashboard ↗️. Check their Vision, Scoreboard, and Assets.
4. Search their name for recent posts in Thrive FB Group ↗️

Intentions for Your Session
1. They feel excited about working with YOU and Thrive.
2. They have a solid game plan to rock their goals this month.

Add Your Next Session Column
1. Click 3 dots at upper right hand corner of current session column.
2. Click on “Copy List” to duplicate the [MASTER] column.
3. Rename it with the Correct Session # and Next Session Date.

[3 MIN] WARM OPENING

Session 2 | Warm Opening | 3 min ⭐

[3 min]

Hi! It’s really great to see you!!! I really like your _____ (Zoom background... hair... shirt)! And, I'm excited to help you ______ (take your business to the next level) today!

We’re recording this call but if at any time you want me to turn it off, I'm happy to do so... And, If you'd like to record this call, you can hit the record button.

I've got us down for 30 minutes, but I always leave a buffer at the end of the call, in case we need it.

Do you have a hard stop at 30 minutes?

⭐ Pause

Now that we've launched... Our monthly sessions are about 3 things... I'm going to:

1 | Helping you navigate Thrive to get the most out of your program.

2 | Create clear next steps to reach your goals which I will gently hold you accountable to.

3 | Answering questions you have and pointing you to the resources that will most help you.

Sound good?

What is your biggest gem so far in Thrive and how is it going so far?

💎 Acknowledge & Reflect

To support you to thrive, we have a clear structure for me to support during all of our next sessions.

AND... these sessions are here to serve you! So, if you have feedback or requests to make this more effective for you, please let me know.. Sound good?

Awesome! Let's open up your Trello Board so that we can create a game plan for you to rock this month!

Session 3+ | Warm Opening | 3 min 🌟

[3 min]

[7 MIN] SESSION PREP REVIEW (IN TRELLO)

1a | Filled Out Session Prep (Trello) 😊

Awesome! I see that you filled out the Session Prep in Trello... GREAT JOB!

Success (30 sec)

Congratulations!!!
You accomplished ______! I appreciate your_____ (dedication).

Learning (30 sec)
I love that you learned ________!

🌱 Major Life Update (20 sec)

Thank you for sharing that ____ is happening.
Sounds _______ (exciting, really challenging.)

Optional: Do you need any support around this?

1b | No Session Prep (Trello) 😐

Recommit to Trello Board
It looks like you did not fill out your Prep Form.

No problem! Taking 5 minutes to fill out this prep form helps me prepare for our session so you get the most from it...

Can you please make sure to fill out the prep form the day before our next session? .

Awesome! Let’s take about 3-5 minutes to go through it together.

⭐ Share screen and write in Prep column

Success & Learning (30 sec)

In just 1-2 sentences, what was your biggest success and what was your biggest learning this last month?

Awesome!!I appreciate your______ (dedication, courage!)

🌱 Any HUGE life updates?

Acknowledge and support if there’s a BIG thing up.

2a | Reported on Quests 👍

Accomplished Quests
Awesome! You accomplished _______ (quest(s))!
That’s HUGE progress towards your vision which is ______! ↗️

[Optional] What did you learn from this and what would you like to acknowledge yourself for?

💎 Acknowledge & Reflect

Quests they didn't accomplish
We chose _______ (quest) because you said you wanted to get __________(result). Would you like to re-commit to this quest and if so, when would you like to complete it by?

⭐ Repeat for each additional quest

2b | Did NOT Report on Quests 👎

Overall Vision
I gave some quests last month to help you move towards your vision which is _______. ↗️

Does this vision still resonate with you, and if so, can we take a couple minutes to check in on your progress from last month?

💎 Acknowledge & Reflect

Quest Updates
Let's take 60 seconds to check off the quests you've done. I'll share my screen, and without sharing any story, just let me know.

🌱 Once they've filled out quests

Go to 1e (left column) ⬅️

3a | Setting Intention (with Trello) 😊

🌱 Challenge (30 sec)

Your biggest biz challenge is ____. It's really important to you to _____ (get clients).

You want ___ (#) of clients this month. And, your intention for this session is _________.

Awesome, I can support you with all of that!!!

3b | Setting Intention (no Trello Prep)

Vision & New Clients
What are your biggest challenges in your business and how important is it to get clients this month (1-10)?

🌱 If Relevant
How many clients do you want this month? And... What is your intention for this session?

Awesome! I can support you with all of that.

4a | New Client Importance (8-10) 🤗

⭐ Open up the Members Dashboard ↗️

Since it's important to get clients this month...
before we cover _______ (their intention)

Can we make sure that you're set up to reach your goals this month?

SHARE SCREEN WITH MEMBER DASHBOARD
Awesome! It looks like your goal is to
1. Make $_____ this month
2. From ____(#) new clients.
3. From beginning ____ chats this month.
4. Which is an average of ___(#) chats per day.

Does this sound right?

🌱 Next Step
Go to 1a | Game Plan is Good! ⬇️

4b | New Clients Importance (7 or Below) 💙

Can you share more about why it's a ____(5)?

It sounds like ______ (what they shared above) is most important to you this month. I can support you with that!

Is there anything else you'd like to get coached on today? How can I best support you?

Optional | I'm also curious... When do you see yourself prioritizing bringing in new clients?

🌱 Next Step

Option 1 | Coach in the area they most want / need support in
Option 2 | Go to Coaching 1-4 below.
Option 2 | Go to 5 | Deeper Coaching ⬇️

[10-20 MIN] COACHING

1a | Game Plan is Good! 👍

WHO TO BEGIN CHATS WITH

To get ___(#) new clients this month, you'll need to begin __(50) chats.

Do you know exactly who you're going to begin all those chats with? Or should we check out your Pipelines so you can get clear?

Next Step
Go to 2a, 2b, or 2c

1b | Game Plan Needs Work 💪

It sounds like you really want clients this month but you don't have an updated Game Plan.

So that you don't spin your wheels this month, can we take about 5 min to update the most important part of your Game Plan ↗️ together?

Great! Can you share your screen and we'll fill out just the
Consults to Clients section.

Quest | Update Game Plan

2a | 100+ Cool Leads

CHECK OUT PIPELINES
Great! Would you prefer to share your screen, or would it be okay if I share my screen and take you into your Thrive Machine account?

1 | It looks like you have:
___ people in Cool Leads Pipeline

2 | Let's search the tag *Warm Potential Client
You have ___ Warm Potential Clients tagged.

3 | In your Warm Potential Clients Pipeline....
You have ____ warm potential clients.

THEY NEED MORE POTENTIAL CLIENTS

Quest 1
Tag ___(300) People in Cool Leads Pipeline

AND/OR

Quest 2

Add ___(30) people to Warm Potential Clients Pipeline

Would you like me to walk you through how to tag people or add them to your pipelines?

Yes,
Go to 3a

No
Go to 3b

2b | No Cool Leads Yet 💪

🌱Quest 1 | Import Contacts

Since we don't have any cool leads yet, can I show you how to have Thrive import your Cool Leads for you?

Share screen:
Go to HUB
Resources | Thrive Machine
Step 1 Onboarding

Import Contacts in Step 1

🌱 Quest 2
Read Rock Your Pipelines Template (30 min)

🌱 Quest 3
Tag ___(300) people in Cool Leads Pipeline

Next Step
Go to 3a or 3b

2c | Don't Want Thrive Machine 😐

No problem at all. We only want you to use Thrive Machine if it will be of benefit to you.

Can you share more about this?

Tech Challenged / Too Complicated
There definitely is a learning curve to Thrive Machine... and it can be uncomfortable.

But it's also uncomfortable to not know where your clients are going to come from.

And, with Thrive Machine, you don't have to use the whole thing... you could just use Pipelines if you want to.

And, you have a lot of support,,, we can upload all of your contacts for you. And, there is 24/7 chat support if you get stuck. And, I can walk you through the basics too! :)

Open to Thrive Machine
Go to 2a or 2b

Really Don't Want to Use it

No problem, whatsoever! How can I best help you organize your tracking system so that you know exactly who to begin chats with and don't let anyone slip through the cracks?

3a | Pipeline Support

Would it be helpful if I briefly showed you how to use the Pipelines?

🌱 Yes, Show Them!
Can you share your screen so I can guide you?

Go to your cool leads pipeline
:1. Here’s how to tag your people
2. Here’s how to search Cool Leads by tag
3. Here’s how to move people from Cool Leads to Warm Pipelines

🌱 Hesitant...
You sound hesitant… can you tell me more about that?

💎 Acknowledge & Reflect

🌱 Not interested in Pipelines
Would you prefer to focus in a different direction or can I show you a quick shortcut to get you some warm potential clients today?

Warm Potential Clients Shortcut
1a. Manually add individual contacts
1b. Search through your contacts for Warm Potential Clients.
2. Check the box by 20+ Potential Clients

3. Move them to Warm Potential Clients Pipeline

Scoreboard Analyzer
To reach your goals this month, would it be okay if we look at your numbers from last month?

Next Step
Go to 4a or 4b

3b | Templates to Begin Chats 🤩

Let's revist your Game Plan quickly.

It looks like you're going to be beginning chats with:
___(3) _____Warm Potential Clients per day.
___(5) ______Referral Partners / week
___(3) ______Social Media Posts per week.

And, do you see the templates to use right there?
Awesome!

Scoreboard Analyzer
To reach your goals this month, would it be okay if we look at your numbers from last month?

Next Step
Go to 4a or 4b

4a | Successes | Recorded 10+ (recently) 🤩

Review & Acknowledge
Acknowledge ALL strong points!
Don’t mention neutrals or growth areas yet.

Get Clarity
Do these numbers look right, and is there anything you haven’t recorded?

Focus on Growth Areas
Let's focus on _____(growth area), because if we breakthrough this, it will be MUCH easier to get ____(#) clients this month. Sound good?

COACHING
Go to Optimizer (without sharing screen).

Inner Game Coaching
They know what to do... but are not doing it

Outer Game Coaching
Don't know what to do (or how to do it better)

Go to relevant section in Optimizer Template ↗️
Continue Optimizer Coaching until they have a breakthrough or... you have 5 minutes left.

QUESTS
🌱 No breakthrough yet
Awesome! I was coaching you from the Optimizer... but there's more in the Optimizer, that could support you to get ____(Month Goal).

Can I give you a Quest to dive deeper into Optimizer section __(#)?

🌱 Had a Breakthrough
I also noticed that _____ was a growth area. I'd like to see you get ______ (month goal) so I'd love to assign you Optimizer, Section _____(#) as quest. Sound good?

4b | Successes | Did NOT record 10+ (recently) 😓

No problem at all. Would it be okay if I share why it's important to celebrate successes in the evening?

1 | Consistency Leads to $10K Months
2 | Setting Intentions helps you have a clear plan for the day.
3 | Celebrating Successes is giving yourself credit for all your work.
4 |When I see your numbers, I'll instantly know how to best support you!

🌱 Quest
Can we make Set Intentions & Celebrate Successes a quest? ↗️

Coaching
Without looking at your numbers, based on what you have shared with me... , it sounds like your biggest challenge is _______.

Can I support you with that?

💎 Acknowledge & Reflect

5 | Deep Coaching 💙

There's a Clear Problem
It sounds like you're _________, but you're not getting _______ (result).
Go to the Optimizer Template ↗️

They're Discouraged
It sounds like you're feeling ________.
Go to the Discouraged to Hopeful Template ↗️

Get into Action
Since you've been struggling to begin chats... Can we start 3 chats together, while we're on this call.
You can share your screen, while you're writing them and I can support you to make the magic happen!

Give Feedback
Example: Can we check out your most recent ________(social media posts or private messages)?

Practice

Can we role play so I can give you feedback on your Heartselling™ Conversation, Consult, Dancing with Concerns?

I'll be the _______ (potential client).

[5 MIN] QUESTS

How to Assign Quests 🚀

⭐ Aim for 3-5 Quests
(Based on their capacity & urgency to get results).

OPTION 1 | "GET RESULTS"
You want to get ________(results) this month! So, let's add some quests to your checklist this month.

How much time can you dedicate to your business each week?

1 | Recommendation
To get _____ (specific result) I recommend you ________ (quest).

2a | 1-time Quest
Sound good?
And if so, when will you accomplish this quest?
or
2b| Weekly Quest
Can you commit to doing ___(quest) every week?

3 | Email Reminder
Awesome! Would you like an email reminder the day before?

Possible Quests 🌱

Note | Let's merge this with Top Quests from Trello Board

1 | Study ______ (Thrive Template),
2 | Book a call with _________ (Specialty Coach).
3 | Join __________ (Thrive Event / Challenge)
4 | Listen to _________ (Recording)

5 | Purchase a funnel

GET CLIENTS QUESTS
・Client Attraction Events / Recordings on Events Calendar
・Next 24-Day Get Clients Challenge
・Next Mastery 3-Day Event

LONG TERM SUCCESS COACHING
・Purchase a DFY Funnel or Website with Coins ↗️
・Build Your Course / Program ↗️
・Book a Leverage / Speaker Specialty Coaching Session with Nathalie ↗️
・Create Online or In Person Event ↗️
・Purchase a Thrive Reward with Coins in the Shop ↗️

INNER GAME QUESTS

・Wed Inner Game Event
・Inner Game Coaching with (Lynley / Colibri)
・Thurs Transformational Leadership or Money Breakthrough

[5 MIN] END STRONG

End Strong 💪

[3 min]
Great work, we’ve made a lot of progress today!

WIN THE MONTH

Open Members Dashboard
Let's recap your goals for this month:
1. Make $_____ this month
2. From ____(#) new clients.
3. From beginning ____ chats this month
.4. Which is an average of ___(#) chats per day.

QUESTS
Go to Trello

And let's recap your quests:
QUEST. You'll add ___(#) people to your Warm Potential Clients Pipeline.
QUEST: . You're going to use _______ template to begin ____ chats with potential clients each day.
Share any other quests.

End Screen Share (Make Eye Contact)

NEXT SESSION
Our next session is booked for ______ (date).
OR Let's book your next session
OR I'm going to give you a quest to book our session today.

POSSIBLE COMPLETIONS
Option 1 | You're building so much momentum! I'm excited to celebrate ______(goal | ex. first $10K month) this year!

Option 2 | You've got so much good stuff to share! I'm excited to see you create your Online Course & High End Program in Get Leverage!!

Option 3 | You're such a rock star! I'm excited to see you rock your speaking gigs and workshops in Six Figure Speaker!!!