- goal: create an engaging, meaningful, and efficient intake process demoing coaching offerings and providing immediate value. ### Work - [ ] [[holistic growth wheel presentation]] - [ ] domain state questionnaire - create questions to quantify a single metric that helps understand their position based on some scale - answer all questions - prompt for ideal assessment - prompt for current assessment - present findings - [ ] [[coaching intake process]] current assessment form etc:60 - can click one stage in each domain - when domain stage selected an explanation box enables and allows users to type - minimum content of 50 characters is needed in each domain to proceed - [ ] [[coaching intake process]] ideal vision form etc:20 - same as current assessment form - minimum content of 50 characters is needed in each domain to proceed - [ ] [[coaching intake process]] submission page etc:30 - confirm difference between current and ideal state - tell users they will receive an email back within 1 week with results and next steps - submit email with user content - when email received send link to calendly - [ ] [[coaching intake process]] show example user fill out current->ideal state etc:150 - present a user filling out current assessment - user warning: this exercise does require deep thought. Many users have completed this exercise in 10 minutes while many others have taken hours to complete it. Take your time and go at your own pace. All your information will be saved if you come back on the same device and same browser. - can I have text area input slowly be entered in presentation mode? Like the user is actually entering the information? - consider landing screen with multiple example users the submitter can select. This might be good metadata to collect - [ ] [[coaching intake process]] interactive hgw user page etc:20 - initial demo page ### Workflow - hgw (holistic growth wheel) basics presentation - user interacts with hgw - presentation: click through example users filling out hgw - current assessment form - ideal assessment form - confirmation / submission ### Second Meeting - current assessment form - self analyze current domain stages - where you want to get to - v2: values assessment - v2: goal assessment - understanding the person - how self aware - how intentional is this person - customer funnel - [[chap intake questionnaire]] -> automated insight - access to join waitlist - (V2) access to tools and - 2-3 short video messages -> coaching perspective - recommendation of offerings : [[chap process]], tools, group sessions 1st session end compare client and coach metrics of themself - components - welcome and introduction maybe video (2min): sell coaching, set expectations - core values questionnaire (3 min): visual based A/B testing, maybe sliders - current state evaluation (4 min): satisfaction, routines, relationships, challenges, professional - set goal (3 min): predictive goals, smart criteria, consider AI feedback - personalized insight (2 min): brief analysis, actionable tip to achieve goal - next steps (1 min): coaching module recommendation, setup discounted initial session