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The Wholeness Coach Training Portal
ORIENTATION
Step 1: Welcome and Orientation
Step 2: Using Your Online Course
Step 4: Complete Before Welcome Call
Step 3: Tell Us More About You
Step 5: Group Coaching Links + RPC Login
Step 6: Share Your Feedback and Testimonials Here
MILESTONE 1: SCHEDULE AND STRATEGIZE
Wholeness Guide Jumpstart
Wholeness Routine
Work Environment Suggestions (5:33)
Accountability & One Week Plan OWP
BUSINESS PLANNING STRATEGY
Systems and Tools (35:55)
Strategist 145 DGA Training
Strategist Activity Tracker (SAT)
MILESTONE 2: INVESTIGATE AND INVITE
Offer Clarity
List Builder (Memory Jogger) (4:22)
Sales Process and Connection Scripts (34:30)
Masterclass Funnel Overview
Elevator Speech (12:56)
MILESTONE 3: MANGE YOUR MINDSET
Success Mindset - Ryan (29:44)
Common Denominator of Success
How To Manage Fear Of Sales
My Action Plan - MAP Training
MILESTONE 4: PREPARE AND PRESENT
Strategy and Planning Call - Sales Presentation Option 1
Serve Sales Method / Dream Session Training - Sales Presentation Option 2
Presentation Flow- Sales Presentation Option 3
Qualities of a Great Presenter Sample - "Conviction"
Sample Presentation (Video Role Play) - Maria Spears
Sample Presentation (Print Copy) - Kelsey Roob
Presentation Samples
Path to Sales Mastery and Big Rocks
Watch Party Blueprint (10:46)
Watch Party example - Dream Workshop Outline
Objection Handlers & Closes
MILESTONE 5: LAUNCH AND LEAD
How to Share Premium Offer with Students
Mastermind Group - Preparation & Tools (40:28)
Mastermind Group - Do this before your first meeting (5:18)
3 Pro Tips Before Beginning Your Mastermind
How to Run a Mastermind Orientation
Mastermind Meeting Agenda Training
How To End Your Mastermind Well
Journal/Facilitator Prompts for the Masterclass 2.0
Mastermind Welcome Packet and Quiz
Personal Assessment (Candidate Version)
Personal Assessment ( Private Strategy)
Personal Strategic Plan (PSP) Training
Personal Strategic Plan (PSP) - Private Strategy Client Prep
Coaching for PSP Sheets
PSP Set Up for Private Strategy Clients
MILESTONE 6: EVALUATE AND EXPAND
Marketing Strategies for On Going Expansion (Blueprints)
Asking For Referrals
Simplify Content Marketing Training with Camille
Lead Magnet Workshop
Canva Training
Reels/TikTok Training with Sophia Latino
Promotional Ideas
Invitation to Strategist Certification
Success Interview with Meghan Elfelt
Success Interview with Kristin Loboda
Success Interview with Kari Bazan
Angela Schnieders Interview
Kristin Loboda Interview
Maria Baldwin Interview
Cait Burak Interview
Ana Carolina Fernandez Interview
Success Interview with Catherine McLaughlin
BONUS: FAST TRACK 20/40 CHALLENGE
20/40 Challenge Schedule
Week 1 : Simple Steps to Earning $20k in 40 Days
Week 2 : Contact Scripts
Week 3 : Event, Follow-Up, & Dream Session Part 1
Week 4 : Event, Follow-Up, & Dream Session Part 2
Week 5 : January's Dream Session/Closing
Week 6 : Objection Handlers & Winning Sales
Dream Session Presentation Slides
BONUS: PERSONAL WHOLENESS TRAINING WITH ANGELA
Wholeness Mastermind Lesson 1 : Dreams and Goals
Wholeness Mastermind Lesson 2 : Life By Design
Wholeness Mastermind Lesson 3 : Self Image
Wholeness Mastermind Lesson 4 : Overcoming Roadblocks
Wholeness Mastermind Lesson 5 : Managing Your Mind & Emotions, Stress & Anxiety
Wholeness Mastermind Lesson 6 : Holding Ourselves Accountable
Wholeness Mastermind Lesson 7 : Integrated Health, Physiology & Optimizing our Energy
Wholeness Mastermind Lesson 8 : Intentionally Designing Our Roles as Men & Women
Wholeness Mastermind Lesson 9 : Family of Origin, Self, Friendships & Our Roles as Parents
Wholeness Mastermind Lesson 10 : Creating an Impactful Environment
Wholeness Mastermind Lesson 11 : The Confident Man & Woman
Wholeness Mastermind Lesson 12 : Redesigning Your Impact & Contribution
Admin and Operational Resources
The Wholeness School Guiding Principles
Policy Updates and Compensation Plan
Referral Partner Center RPC (Infusionsoft) (8:08)
Logos, Images, Zoom Backgrounds
Wholeness Guide Program Terms and Conditions
Wholeness Guide, Strategist, and Affiliate Program Referrals
School Lead System
Non-Discrimination Policy
TECH TRAINING
PSP Set Up for Private Strategy Clients (4:42)
Setting Up Your Personalized Client Agreement
Docusign 101
Mastermind Flow Slide Deck and Video
HelloSign Training With Sarah Rooney
Templets, Flyers, Samples, Promotional Materials
TWS Companion Workbook
Daily Journal Planner
The Wholeness School Branding
The Woman School Masterclass Promotional Materials
The Woman School Masterclass FAQ
TWS Masterclass Options
Book Club Model
Premium Access Flyer
Wholeness Guide Flyers
Client Agreement
MasterClass Free Samples
Book List
PERSONAL REVIEW
ROCK PLANNER
145 DGA
What You Want and Don't Want + 145 DGA
PROMOTIONAL WEBINARS & EVENTS
Is Life Meant To Be Hard Webinar
What Women Deserve Webinar
How To Inspire Your Man Free Webinar
Single, Stuck and Frustrated Webinar
Motherhood: How To Practically Get Out of Survival Mode - 2.0
Motherhood: How to Protect Your Daughter's Self Worth
How To Prepare As A Mother
How To Design Your Self-Image
Corporate Presentation Slides
Design Your Legacy Webinar
How to Design a Life that is Whole
Practical Ways to Start Your Coaching Business
A New Kind of Woman Webinar
How to Date Your Spouse
How to Find the Dream of the Season
Recession Proof Your Mindset
Business in a Box
Couples Thrive Webinar
Coaching Breakthrough
She Is Made For More (Michigan Talk)
HOW TO BE A WOMAN FACILITATOR'S GUIDE
Course links
How to Present as a Coach
Coach Guide - Full Version
FAQs
LIVE Class communication
October 04, 2023 - HTBAWFC Coach Group
October 11, 2023- HTBAWFC Coach Group
October 18, 2023 - HTBAWFC Coach Group
October 25, 2023- HTBAWFC Coach Group
November 01, 2023- HTBAWFC Coach Group
NEW WOMAN MASTERCLASS FACILITATOR GUIDE
LIVE CLASS PREVIEW ZOOM LINKS
Class 1 Coaches Guide
Class 1 - Coach Approach With Chantal
Class 2 Coaches Guide
Class 2 - Coach Approach With Chantal
Class 3 - Coaches Guide
Class 4 - Coaches Guide
Class 5 - Coaches Guide
Class 6 - Coaches Guide
Class 7 - Coaches Guide
FAQ'S
SKILL SCHOOL FACILITATOR'S GUIDE
Skill School Training - Clarifying Your Dreams and Goals
Skill School Training - Managing Overwhelm
Skill School Training - Making Decisions
Skill School Training - Overcoming Inaction
Skill School - Managing Critics Q&A
Skill School Training - Managing Critics and Diffusing Drama
Skill School Training - Managing Fear
Skill School Training - Riding Discomfort
Skill School Training - Going Against the Norm
Skill School Training - Holding People Accountable
COUPLES COURSE FACILITATOR GUIDE
Wholeness Couples Course
Lesson 1 : Mastering a Growth Mindset as Couple
Lesson 2 : How to Discover and Unite Under a Shared Dream
LESSON 3 : THE SECRET WEAPON : THE 5D CUSTOM DESIGN FORMULA FOR COUPLES
LESSON 4 : Mastering Communication As A Couple
LESSON 5 : HEALING UNRESOLVED WOUNDS
COACH WEEK APRIL 2023
Coach Week - Day 1
Coach Week - Day 2
Coach Week - Day 3
Coach Week - Day 4
Coach Week - Day 5
MASTERMIND SESSIONS
April 18, 2024
April 25, 2024 (89:31)
May 2, 2024
May 9, 2024
May 16, 2024
May 23, 2024
June 6, 2024
June 13, 2024
Success Interview with Catherine McLaughlin
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