March Lunch and Learn
March 20, 2024
Noon - 1:00 pm PST
Business Tools and Processes Discussion
CCEUs: 1 in Resource Development
Facilitated by: Tina Shaw, PCC
Director of Membership, ICF Sacramento
This is an informal event for coaches to share their experiences, ask questions, and exchange ideas about the tools and processes they use to support their coaching business. The focus is less on coaching tools and more on the platforms, apps, templates, and processes used to administer a coaching practice.
Do you have a favorite intake questionnaire, referral request template, bookkeeping platform, social media management tool, client wrap-up process, client resource portal, or any other tool or process that makes your business operations smoother? If so, we'd love to hear about it!
This session is perfect for coaches who want to learn from others, gain new ideas, and improve their coaching practices. Let's come together to support each other's business success!