1

Phone 
Consultation

• Discuss challenges & exact results

• Set-up in-person consultation

2

In-Person
Consultation

• Discuss challenges & exact results in more detail

• Commit to coaching

• Set-up results package

• Deposit

3

Pre-Commencement
Homework

• Take personality test

• Create a personalized client booklet

• Provide remaining balance

4

Session 1

• First Steps (a,b,c)

• Discuss the client's map of the world

• Work through all personality tests

• Apply to client challenges

5

Session 2 & Beyond

• Evaluate previous session progress (a,b,c)

• Next steps (d,e,f)

• Continue the process to completion of the package

6

Final Package Completion

• Review & evaluate exact results

• Discuss continuing to work together