March 2021: ENGAGE Project: New Client Onboarding
Replay Session #1
Replay Session #2
Replay Session #3
Resources and Trainings
Session #1 Slides:Â https://docs.google.com/…/1b79IAJFo2GMpuQQu3jfj…/edit…
Worksheet from Session #1:Â https://docs.google.com/…/17BclKqztMhgktOqFcZhe…/edit…
Session #2 Slides:Â https://docs.google.com/…/1D4WlrD4UKi0ghHdNSROo…/edit…
Links to the 3 Onboarding PDFs: —
- Coaching:Â https://docs.google.com/…/1SiLKXE7jEiEm0iSK7QOO…/edit…
- Wellness:Â https://docs.google.com/…/1Rh7XEjh13bqKVwRDhaeB…/edit…
- General:Â https://docs.google.com/…/1n…/edit…
I figured out a nice way to use Loom for the personal video, please watch this:Â https://www.loom.com/share/650732a413d8439998e719ebbe351a2c
I fixed all the slides so you can easily edit them in the master edit area:Â https://www.loom.com/share/aef306511a624a958f48d5f054f20d9d
Session #3 Slides:Â https://docs.google.com/…/1JI4fkt78ugYWOvL9Iryn…/edit…
Link to the checklist template:Â https://docs.google.com/…/1forHScp1ZWoMZa7HREf1…/edit…
Replay Session #3
Replay Session #4
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