The key to introducing yourself to clients

In 45 minutes, Elena shares tips on how to introduce yourself to clients, what decisions to make when selecting your format, and what to consider for your content whether in a video or email. 


You’ll learn:

  • How to craft an introduction that will lay the foundations for a trusting coaching relationship

  • What decisions to make when selecting a format

  • When and where to share that introduction


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 sample introduction video so you can see the strategies in action.

This learning experience is designed for

  • Coaches

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




What's Covered

This Skill Session consists of nine 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 video)
  2. Introduction Video: An example video of Elena introducing herself to her "new clients." (6-minute video)
  3. Selecting a Format: Guidance from Elena on three potential formats you might use to introduce yourself. (6-minute video)
  4. Your Turn: A quick reflection exercise to help you make a decision. (2-minute reflection) 
  5. Who Do You Want to Be?: Guidance from Elena on what matters most in your approach. (1-minute video)
  6. Determining Content and Writing the Email: A graphic organizer to help you write your introduction. This includes a sample from Elena's introduction video. (Time varies per person)
  7. Things You Might Be Wondering: Answers to questions about this topic. (2-minute read)
  8. What's Next: Suggestions for how you can keep learning. (2-minute read)
  9. First Impressions: Final reminders from Elena to take with you. (1-minute video)





 What Else You Need To Know

Requirements
Participants in this experience must have a copy of Arise: The Art of Transformational Coaching. The book is not included in the registration fee. 


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 August 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.

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!

How to Introduce Yourself to New Clients is included with our Learning Library and Transformational Coaching PLC.

  • $995.00

    Learning Library and Transformational Coaching PLC

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