The key to facilitating learning and growth

Without trust, there can be no coaching. In 35 minutes, you’ll learn how to facilitate a getting-to-know-you conversation that sets your relationships up for success.   


You’ll learn:

  • Why it’s essential to get to know your clients

  • Which resources and tools are most effective in this process

  • How to facilitate a “getting to know you” conversation 


Your purchase gives you a year of access to this Skill Session from our Learning Library. It includes direct instruction from Elena Aguilar, including downloadable templates for your planning and practice, and a coaching demonstration so you can see the strategies in action.

This learning experience is designed for

  • Coaches

    New and experienced coaches, managers, teacher leaders, and mentors

Elena's Skill Session

    1. 🔖 Welcome! Begin Your Learning

    2. ⚠️ Content Use Policy Reminder

    1. What To Expect

    2. ▶️ Why You Need to Get to Know Your Clients

    3. 📝 How To Get To Know Your Clients: Technical Tools

    4. ▶️ How To Get To Know Your Clients: Transformational Components

    5. ▶️ Facilitating A Getting-To-Know-You Conversation

    6. 🔖 Things You Might Be Wondering

    7. 📝 What’s Next

    8. ▶️ Can You Imagine?

    1. Conversations Demo Vault

    2. ▶️ The Getting-to-Know-You Conversation

    1. 🎉 Celebrate Your Learning

    2. 📖 Learn From Elena Year-Round

    3. ✨ Stay Connected


What's Covered 

This Skill Session consists of eight short sections, which include videos, resources, and reflective writing exercises. All video recordings can also be accessed as audio-only. Transcripts are provided.

  1. What to Expect: An overview of what the course will teach you (1-minute read)
  2. Why You Need to Get to Know Your Clients: A video from Elena that takes you beyond the obvious "why" (4-minute video)
  3. How to Get to Know Your Clients: Technical Tools: Four tools you can use immediately (10-minute activity)
  4. How to Get to Know Your Clients: Transformational Components: A video from Elena rooting you in who you need to be (2-minute video)
  5. Facilitating A Get-to-Know-You Conversation: A video from Elena telling you what you need to know and do at each stage of this conversation (6-minute video)
  6. Things You Might Be Wondering: Answers to some likely questions about this topic. (5-minute read)
  7. What's Next: Suggestions for how you can keep learning. (2-minute read)
  8. Can You Imagine: A final reminder from Elena to take with you. (2-minute video)




 What Else You Need To Know

Accommodating Participants With Disabilities

Bright Morning strives to provide universal access to all of our offerings. Please contact [email protected] as soon as possible to request disability accommodations. Advanced notice is necessary to arrange for some accessibility needs. You can learn more by visiting our Accessibility Services page.


How to Sign Up

  • If you're a Bright Morning member, you already have access to the Skill Session in your Learning Library. Visit your learning dashboard for your September Skill Session.

  • New to Bright Morning? Create a Thinkific account (if you don't already have one). Pay online by credit card and receive a receipt and instant access to the Skill Session after your purchase.

Purchase Yours Today

To register yourself or an individual, sign up online with a credit card. This option requires first creating an account for the learner.
Begin Your Learning!

Frequently Asked Questions

How long do I have access to the materials through your Thinkific platform?

After your purchase, your access to materials expires in one year.

What is your refund policy for this download?

All purchases are final.

Can I purchase through a PO or check?

This resource is only able to be purchased online with a credit card. Exceptions are made for bulk orders of $500 or higher. Email [email protected] to request a bulk order.

Can I receive course credits for my completion of this Skill Session?

No, this Skill Session does not provide enough hours to redeem for course credits, however, if you upgrade to the full Learning Library and Transformational Coaching PLC, your learning is eligible for course credits through Courses4Teachers.net.

✨ Invest Once And Magnify Your Impact All Year!

Getting to Know Clients is included with our Learning Library and Transformational Coaching PLC.

  • $995.00

    Learning Library and Transformational Coaching PLC

    Your Transformational Coaching playbook. 48 Skill Sessions that prepare you to tackle the most essential coaching challenges.
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