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How do you create a coaching contract renewal checklist and follow-up plan?

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As a life coach, you want to retain your clients and help them achieve their goals. But how do you ensure that they renew their coaching contract with you and continue working with you? One way is to create a coaching contract renewal checklist and follow-up plan that covers the essential steps and strategies to communicate your value, address any concerns, and motivate your clients to renew. Here are some tips on how to do that.

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1 Review your coaching contract

The first step is to review your coaching contract and make sure you understand the terms, duration, fees, and expectations of your coaching relationship. You should also check if there are any clauses or conditions that affect the renewal process, such as automatic renewal, cancellation notice, or price change. Reviewing your contract will help you prepare for the renewal conversation and avoid any misunderstandings or surprises.

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2 Evaluate your coaching outcomes

The next step is to evaluate your coaching outcomes and measure the progress and impact of your coaching on your clients. You can use various tools and methods to do this, such as feedback forms, testimonials, surveys, assessments, or goal tracking. Evaluating your coaching outcomes will help you demonstrate your value, celebrate your clients' achievements, and identify any gaps or areas for improvement.

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3 Plan your renewal conversation

The third step is to plan your renewal conversation and decide when, how, and what to communicate with your clients. You should aim to have the conversation at least a month before the contract expires, and choose a method that suits your clients' preferences, such as phone, email, or video call. You should also prepare a clear and compelling message that highlights the benefits of renewing, addresses any objections or concerns, and invites your clients to take action.

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Nile Harris

Equipping Life Science innovators to actualize strategy, accelerate results, and build high-performing leaders + everyday warriors ??
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My priority is to ensure my client has a great experience from initial contact, onboarding, and throughout the program. A delighted client will want to continue in the program. I make it easy by setting the expectation in the beginning that we can continue to gain results together. And I've built into my coaching educational content a reminder that we will have that discussion as part of their regular session towards the end after they've gained value from the experience.

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4 Follow up with your clients

The fourth step is to follow up with your clients and make sure they receive and respond to your renewal offer. You should send a friendly and professional reminder a week before the contract expires, and include a copy of the renewal contract and a clear call to action. You should also follow up with a thank you note and a confirmation of the renewal details once your clients agree to renew.

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5 Update your coaching contract

The fifth step is to update your coaching contract and make any necessary changes or adjustments based on your clients' needs, goals, and feedback. You should also review and update your coaching agreement, which outlines the scope, expectations, and boundaries of your coaching relationship. Updating your coaching contract will help you align your coaching services with your clients' expectations and ensure a smooth and successful continuation of your coaching relationship.

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6 Celebrate and appreciate your clients

The sixth and final step is to celebrate and appreciate your clients for renewing their coaching contract with you. You can do this by sending a personalized card, gift, or message, or by offering a bonus session, discount, or referral incentive. Celebrating and appreciating your clients will help you build rapport, trust, and loyalty, and show them that you care about their success and satisfaction.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Leroy Cook

Octogenarian
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One thing appears to be missing in this to do list. Before asking for the renewal, some time and effort needs to be spent learning about the client again as if you are meeting them for the first time. How have they and their world changed since you initially started coaching them?

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Licia Thompson-Young??CPC, ELI-MP

Leadership & Personal Growth Coach|REINVENTION Expert & Author Guiding Professionals Forward by Prioritizing Your Heart-Led Passion,Power+Purpose at 50.Former Corp Workers’ Comp Return to Work+Managed Care Nat'l Director
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Additionally, the coaching process is co created. This can include conversation with clients a month prior to the end of the initial agreement to ask what the client has gained and what they’d life to focus on going forward together. This opens the door to making it clear to clients that the coach is willing to continue even if going in a different direction with a renewed coaching agreement.

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How do you create a coaching contract renewal checklist and follow-up plan?

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3

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1 Review your coaching contract

2 Evaluate your coaching outcomes

3 Plan your renewal conversation

4 Follow up with your clients

5 Update your coaching contract

6 Celebrate and appreciate your clients

7 Here’s what else to consider

Life Coaching

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How do you create a coaching contract renewal checklist and follow-up plan?

1

2

3

4

5

6

7

1 Review your coaching contract

2 Evaluate your coaching outcomes

3 Plan your renewal conversation

4 Follow up with your clients

5 Update your coaching contract

6 Celebrate and appreciate your clients

7 Here’s what else to consider

Life Coaching

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