Post-Session Write-Up
For All Coaches (including On-Demand Coaches)
After each coaching session, complete the brief form above! This is required for every session, even if the participant is a no-show or is unreachable. We recommend that you complete this form promptly so that the memory of your session is top of mind (this form should be submitted by 48 hours after the conclusion of a session).
For Legacy Coaches Only
If the participant cancels a session with short notice (less than one hour before the scheduled time), completing this write-up form is only required if it was a follow-up session with a participant that was cancelled.
List of Approved Resources
There may be common questions that come up for participants, such as “What bank should I use?" or “Where can I go for an auto loan?”. We will keep a running list of approved resources here that you can peruse and share with participants when questions like these come up. You can also contact us to recommend additions to this resource.
Some participants may opt into doing a credit report review with you. If you would like, you can use one of these templates here.
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