How to Use - Checklist
Step-by-Step Checklist.
Competencies
MyExcelia competencies and skills.
Process - Overview
Overview of the MyExcelia process.
Process - Detail
Detail of the MyExcelia process.
Money Talk Framework - Simple + Examples
Money Talk Framework + Examples
Money Talk Worksheet
Money Talk Worksheet
Client Facing Views (Coachee vs. Observer)
User Agreement
What the client sees in MyExcelia.
Informed Consent - Coach
Informed Consent - Coach
Informed Consent - Coachee
Informed Consent - Coachee
Benefits By Audience Group
Selling: benefits by audience group
Coachee Talking Points
Selling: Coachee talking points
Sponsor Talking Points
Selling: Sponsor talking points
Coachee Email Template
Launching the survey: coachee email template