Done-For-You Group Coaching—Setup, Upsell & Open Enrollment

Key Points:

1. Good News & Wins (00:01:35) – Coaches share client wins, new contracts, and the impact of targeting higher-value clients.
2. Done-For-You Group Coaching Overview (00:12:55) – Explanation of the program, access requirements, and how it supports coaches and clients.
3. Open Enrollment & Group Management (00:13:37) – How to add/remove clients, manage ongoing groups, and ensure seamless onboarding.
4. Client Engagement & Follow-Up (00:19:09) – Best practices for reminders, post-call follow-up, and using the group as a springboard to 1:1 coaching.
5. On-Demand Content & Business Academy (00:20:46) – Assigning specific modules or using Jumpstart 12 for targeted client needs.
6. Coach Participation & Branding (00:22:08) – Guidelines for coach attendance, branding neutrality, and maximizing engagement.
7. Pricing, Trials, and Upsell Strategies (00:34:16) – How to structure free trials, paid offers, and incentives for attendance.
8. Scripts, Templates, and Hub Resources (00:39:28) – Where to find scripts, invitations, and promotional materials for outreach.
9. Handling Fulfillment & Industry Changes (00:38:28) – Staying industry-aware and using group coaching to address evolving client needs.
10. Differentiation & Assessment (00:54:07) – How to stand out from other coaching programs using assessments and structured implementation.

Key Takeaways:

• Use open enrollment to keep your group coaching program running and always have an event to invite prospects to.
• Leverage the group as a lead magnet or paid offer—offer free trials, incentives, or immediate upsell to 1:1 coaching.
• Engage clients before, during, and after sessions with reminders, follow-ups, and targeted content from the Business Academy.
• Utilize scripts, templates, and the hub for efficient onboarding, outreach, and promotional campaigns.
• Differentiate with assessments and accountability—show prospects the value of a structured, results-driven process.

Notable Quotes:

• “If you’re not taking action, you’re not going to have any good news.”
• “Open enrollment means you always have an event coming up—no matter when you meet someone.”
• “It’s malpractice to start working with a client before having an assessment.”

Action Steps from the Call:

1. Register for Done-For-You Group Coaching and review the hub resources and tutorials.
2. Add new clients to your group at any time—use open enrollment as a lead magnet or paid offer.
3. Assign Business Academy modules or Jumpstart 12 content for on-demand client needs.
4. Use scripts and templates from the hub for outreach and onboarding.
5. Follow up with clients after each session to answer questions and upsell to 1:1 coaching.

Resources & Tools Mentioned:

• Done-For-You Group Coaching – Open enrollment group program for lead generation and fulfillment.
• Business Academy & Jumpstart 12 – On-demand training modules for targeted client needs.
• Hub Page – Central resource for scripts, templates, tutorials, and promotional materials.
• Focus Business Suite – For pricing, checkout, and client management.
• Assessment Tools – For client discovery, differentiation, and structured onboarding.

Call Date: July 16, 2025