Links

  • THIS LINK will house all Consulting Hours, Ops Office Hours, Masterclass and BizDev Workshop recordings for the entirety of your program. They will be uploaded within 12 hours of their happening unless otherwise communicated.

    If you have any questions about Office Hours recordings please email Keira Crooms at keiracrooms@mp.institute

  • If you run into issues with contracts, software questions, or anything else that is not directly related to coaching, please complete THIS FORM and someone from our team will reach out within 24 hours.

  • Contract Submission Form

    1. Creating a client/contact in Practice

    2. Creating a Contract for use with Practice

    3. Creating a Package, inserting your contract for signature and sharing with your client to invoice and collect payments on the package in Practice

  • Link to recorded Onboarding call 

    Passcode: 7MyrYG&k

    Some best practices for content in an onboarding call:

    •  Once your client has signed their contract, the first call can be for set up/onboarding. Don't do onboarding for a verbal yes, only after they have signed.

    • Frame up that this call will set up the container that you'll use for coaching.

    • Talk about integrity and the power of commitments. Prime them for how to relate to broken commitments (broken commitments are resourceful- we love broken commitments!) Let them know you'll be checking in on integrity every call and request they come prepared to give an account of whether they've honoured all commitments or have any broken commitments.

    • Walk through the agreements that you will create for your coaching. These are usually: be on time for calls, keep 100% of commitments, complete prep questions before each call, complete thrill form after each call, participate fully, and complete the contract.

    • Ask the client to commit to each of these things individually as you walk through them.

    • Show them around your Practice coaching dashboard. Screen share as you walk through all the things you will use for your coaching and where you request that they put various things like commitments.

    • If time: Circle back to the client's vision and start talking about their specific outcomes/targets and dates by when they will complete those. If you run out of time, frame up that that is what you can do on your first regular coaching call.

  • Video tutorial on how to create a Pre Session form with automation in Practice.

    Questions and description that were used in the video;

    Explanation:

    We invite you to fully participate in every one of your coaching sessions because that is the path to maximum value. In order to help you identify what would be most important to bring up on your coaching sessions, we've developed five questions that should serve you. See below:

    Note: Spend no more than 10 minutes answering the below questions prior to your coaching session.

    1. What is the current sprint VISION you are working towards? Or what is the most important sprint goal for you right now?

    2. What are the currentGAPS between reality and your sprint vision?

    3. What are you frustrated with, avoiding, complaining about, tolerating or scared of (FACTS) as it relates to your current sprint vision?

    4. What is one NUCLEAR action (small, but has the potential to change everything) you can take this week to move you closer to achieving your sprint goal?

    5. What is MAX VALUE for the call today?

  • Video Tutorial on how to create a Thrill Form with automation

    Here are some sample Thrill Forms if you would like to explore other questions that you may want to add to your form.

    Sample 1

    Sample 2

    Sample 3

    Sample 4

  • You can add a questionnare or intake form in Practice to send to your potential clients or signed clients.

    Loom video on how to create the form template

    Loom video on how to create a smart rule for the form to automatically send

    Sample Intake and Getting to Know You Forms

    Janets Intake Form

    Joseph Barkley’s Getting to know you Form

    Laura Groen’s Intake Form

  • Template

    You are welcome to use this template should you choose to. There is no expectation that you use a formal proposal or that you use this specific template. If you choose to use this template, be sure to make a copy of the template before editing.

  • Airtable Reporting Base

  • Pipeline Scorecard

    Password: mpicscorecard

    Please complete this scorecard each week on Monday for the previous week.

    Weeks should be counted as Monday - Sunday.

    How to complete your pipeline scorecard

    Viewing your pipeline scorecard data

  • Visit the Requirements page to view Graduation, Novus Global Franchise Ownership Requirements