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Keys to a Successful Business: Client Enrollment Best Practices

Clarify your process for onboarding well-qualified coaching clients.
An Elective Course Like No Other

In the Client Enrollment Best Practices elective course we will help bring clarity and answers to these questions:

  • How successful are you in enrolling coaching clients?

  • Do you land the prospect every time, only to discover you’re not a good match?

  • Is your enrollment process so detailed that you’re scaring prospects off?
  • Are you comfortable and clear in describing the value of the coaching you provide?
  • What would consistently signing up well-qualified coaching clients do for you and your business?

In this 3-session course you will find support in considering your enrollment challenges, explore the purpose and process of client enrollment, and gain coherence around what makes for a good enrollment session.

This elective is open to all Coach Approach Foundation Training graduates and any Foundation student who has completed Strengths-Based Coaching.

Foundation Training Curriculum

  • Foundation Training Overview

  • Coaching Essentials

  • Strengths-Based Coaching

  • Brain-Based Coaching

  • Life & ADHD Coaching

  • Coach Integration

  • Coaching Skills Lab

  • Cultivating Coaching Courage

  • Client Enrollment Best Practices

The training

What You’ll Learn in Client Enrollment Best Practices

Client enrollment is the process of transforming an interested individual into a paying clientIn CEBP, you will find support in considering your enrollment challenges, explore the purpose and process of enrollment, and gain coherence around what makes for a good enrollment session. This is not a marketing or back-end business course, but a way to build the skills for clarity for both you and the prospective client – right from the start of the relationship.

Enrollment Fundamentals

The purpose and process of enrollment to attract the right clients

Clarify Your Services

Build the skills for clarity for both you and the prospective client, determining the best fit

Client Enrollment Best Practices

Class Details & Frequently Asked Questions

To learn more about the Client Enrollment Best Practices, explore scheduling information here along with responses to frequently asked questions below.

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Delivery
C
Delivery

Class Format

Three, alternate-week, live online sessions, 90 minutes each – plus two Skills Building Group (SBG) meetings.

Duration
C
Duration

Time Commitment

3 classes and SBG meetings; no other homework

Dates
C
Dates

Course Schedule

SUMMER 2026

Dates: July 29, August 12, and August 26, 2026 on Wednesdays
Time: 1:00 pm – 2:30 pm ET
Register by: July 14, 2026

Credits
C
Credits

Continuing Education Hours

Number of credit hours earned by completing this course:

  • 4.5 Continuing Education Units (CEU)
  • 4.375 Approved Coach Specific Training Hours (ACSTH), .75 Ethics hours, 1 Resource Development hour
Pricing
C
Pricing

Course Fee

$290 – includes all materials and trainer support

Class Schedules

2025-2026 Foundation Training Schedule

To complete the entire Foundation Training program, you must complete five sequential required courses. Elective courses are optional.

Coaching
Essentials

Required

Strengths-Based
Coaching

Required

Brain-Based
Coaching

Required

Life & ADHD
Coaching

Required

Coach
Integration

Required

Elective
Classes

3 Choices

Full
Schedule

All Courses

Coaching Essentials Schedule 2026

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Coaching Essentials Schedule 2026

Coaching Essentials (CE)

Coaching Essentials Schedule 2026

Wednesdays

Thursdays

Wednesdays

Wednesdays

Coaching Essentials Schedule 2026

Sept 3 - Oct 22, 2025

Jan 22 - March 12, 2026

April 15 - June 3, 2026

Aug 19 - Oct 7, 2026

Coaching Essentials Schedule 2026

11:00 am - 12:30pm ET

4:00 pm - 5:30 pm ET

11:00 am - 12:30 pm ET

4:00 pm - 5:30 pm ET

Coaching Essentials Schedule 2026

Aug 20, 2025

Jan 2, 2026

April 1, 2026

Aug 5, 2026

Coaching Essentials Schedule 2026

Coaching Essentials Schedule 2026

Coaching Essentials is the pre-requisite course for the four other courses that make up the Foundation Training program. It may also be taken as a stand-alone class as a comprehensive introduction and understanding of coaching skills and methodologies.

Register for this course individually or as part of the two-course intro training package.

Strengths-Based Coaching Schedule 2026

Strengths-Based Coaching Schedule 2026

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Strengths-Based Coaching Schedule 2026

Strengths-Based Coaching (SBC)

Strengths-Based Coaching Schedule 2026

Tuesdays

Tuesdays

Strengths-Based Coaching Schedule 2026

March 31 - April 28, 2026

July 28 - Aug 25, 2026

Strengths-Based Coaching Schedule 2026

11:00 am - 12:30 pm ET

11:00 am - 12:30 pm ET

Strengths-Based Coaching Schedule 2026

March 17, 2026

July 14, 2026

Strengths-Based Coaching Schedule 2026

Strengths-Based Coaching Schedule 2026

Strengths-Based Coaching is the second of the five foundation courses. It reinforces and builds on the coaching skills taught in Coaching Essentials. Registration includes access to the SBC Coaches Learning Lab (on-line learning center for forums, trainer communication, access to training materials and participant profiles) and a copy of the e-book: The Processing Modalities Guide: Identify and Use Specific Strengths for Better Functioning.

Register for this course individually or as part of the four-course package.

Brain-Based Coaching Schedule 2026

Brain-Based Coaching Schedule 2026

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Brain-Based Coaching (BBC)

Brain-Based Coaching Schedule 2026

Tuesdays

Mondays

Tuesdays

Brain-Based Coaching Schedule 2026

Sept 2 - Oct 14, 2025

June 1 - July 6, 2026

Sept 15 - Oct 20, 2026

Brain-Based Coaching Schedule 2026

2:00 pm - 3:30pm ET

2:30 pm - 4:00 pm ET

11:00 am - 12:30 pm ET

Brain-Based Coaching Schedule 2026

Aug 19, 2025

May 18, 2026

Sept 2, 2026

Brain-Based Coaching Schedule 2026

Brain-Based Coaching Schedule 2026

Brain-Based Coaching is the third of the five required foundation courses which must be taken in order. It builds on the coaching skills and strategies taught in Coaching Essentials and Strengths-Based Coaching. Registration includes access to the Brain-Based Coaches Learning Lab (on-line learning center for forums, trainer communications, access to training materials, and participant profiles).

Register for this course individually or as part of the three-course package.

Life & ADHD Coaching Schedule 2026

Life & ADHD Coaching Schedule 2026

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Life & ADHD Coaching Schedule 2026

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Life & ADHD Coaching (LAC)

Life & ADHD Coaching Schedule 2026

Thursdays

Thursdays

Thursdays

Life & ADHD Coaching Schedule 2026

Aug 28 - Oct 16, 2025

Jan 15 - Feb 19, 2026

Aug 27 - Oct 1, 2026

Life & ADHD Coaching Schedule 2026

See details above

3:00 pm - 4:30 pm ET

3:00 pm - 4:30 pm ET

Life & ADHD Coaching Schedule 2026

Aug 14, 2025

Jan 2, 2026

Aug 13, 2026

Life & ADHD Coaching Schedule 2026

Life & ADHD Coaching Schedule 2026

Life & ADHD Coaching is the fourth of the five foundation program courses. The pre-requisites are Coaching Essentials, Strengths-Based Coaching, and Brain-Based Coaching. Registration includes access to the LAC Coaches Learning Lab (on-line learning center for forums, trainer communications, access to training materials, and participant profiles), and the ebook, Curious Accountabtility by Cameron Gott, PCC, and Casey Moore, PCC, CPLC, CPO®.

Register for this course individually (or previously as part of the three-course package or the four-course package).

Coach Integration Schedule 2026

Coach Integration Schedule 2026

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Coach Integration (CI)

Coach Integration Schedule 2026

Mondays

Thursdays

Thursdays

Coach Integration Schedule 2026

Nov 17 - Dec 8, 2025

March 26 - April 23, 2026

Oct 29 - Nov 19, 2026

Coach Integration Schedule 2026

2:30 pm - 4:00 pm ET

4:00 pm - 5:30 pm ET

4:00 pm - 5:30 pm ET

Coach Integration Schedule 2026

Nov 3, 2025

March 12, 2026

Oct 15, 2026

Coach Integration Schedule 2026

Coach Integration Schedule 2026

Coach Integration is the fifth and last required foundation course. The pre-requisites are Coaching Essentials, Strengths-Based Coaching, Brain-Based Coaching, and Life & ADHD Coaching. Registration includes access to the Coach Integration Coaches Learning Lab (on-line learning center for forums, trainer communication, access to training materials and participant profiles).

You may register for this course individually or after Strenths-Based Coaching as part of the three-course foundation package.

Foundation Training Electives Schedule 2026

Foundation Training Electives Schedule 2026

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Elective

Foundation Training Electives Schedule 2026

Coaching Skills Lab (CSL)

Foundation Training Electives Schedule 2026

Contact us if interested—the course will be scheduled 1-2 times per year to accommodate registrants and will then be promoted to others.

Foundation Training Electives Schedule 2026

Elective

Foundation Training Electives Schedule 2026

Cultivating Coaching Courage (CCC)

Foundation Training Electives Schedule 2026

Mondays

Tuesdays

Tuesdays

Foundation Training Electives Schedule 2026

Sept 8 - Oct 13, 2025

Feb 3 - March 10, 2026

Aug 25 - Sept 29, 2026

Foundation Training Electives Schedule 2026

1:30 pm - 3:00 pm ET

11:00 am - 12:30 pm ET

6:00 pm - 7:30 pm ET

Foundation Training Electives Schedule 2026

Aug 25, 2025

Jan 20, 2026

Aug 11, 2026

Foundation Training Electives Schedule 2026

Foundation Training Electives Schedule 2026

Elective

Foundation Training Electives Schedule 2026

Client Enrollment: Best Practices (CEBP)

Foundation Training Electives Schedule 2026

Wednesdays

Foundation Training Electives Schedule 2026

July 29, Aug 12 & 26, 2026

Foundation Training Electives Schedule 2026

1:00 pm - 2:30 pm ET

Foundation Training Electives Schedule 2026

July 14, 2026

Foundation Training Electives Schedule 2026

Client Enrollment: Best Practices

Summer 2026
Weekdays Wednesdsays
Dates July 29, Aug 12 & 26, 2026
Time 1:00pm - 2:30pm ET
Register by July 14, 2026
Enroll Register for Summer 2026

This elective is open to all Coach Approach Foundation Training graduates and any Foundation student who has completed Strengths-Based Coaching.

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

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Full Schedule of Foundation Training Courses 2026

Course Name

Full Schedule of Foundation Training Courses 2026

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Full Schedule of Foundation Training Courses 2026

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Full Schedule of Foundation Training Courses 2026

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Time

Full Schedule of Foundation Training Courses 2026

Register By

Full Schedule of Foundation Training Courses 2026

Z

Enroll

Full Schedule of Foundation Training Courses 2026

01

Full Schedule of Foundation Training Courses 2026

Coaching Essentials (CE)

Full Schedule of Foundation Training Courses 2026

Wednesdays

Thursdays

Wednesdays

Wednesdays

Full Schedule of Foundation Training Courses 2026

Sept 3 - Oct 22, 2025

Jan 22 - March 12, 2026

April 15 - June 3, 2026

Aug 19 - Oct 7, 2026

Full Schedule of Foundation Training Courses 2026

11:00 am - 12:30pm ET

4:00 pm - 5:30 pm ET

11:00 am - 12:30 pm ET

4:00 pm - 5:30 pm ET

Full Schedule of Foundation Training Courses 2026

Aug 20, 2025

Jan 2, 2026

April 1, 2026

Aug 5, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

02

Full Schedule of Foundation Training Courses 2026

Strengths-Based Coaching (SBC)

Full Schedule of Foundation Training Courses 2026

Tuesdays

Tuesdays

Full Schedule of Foundation Training Courses 2026

March 31 - April 28, 2026

July 28 - Aug 25, 2026

Full Schedule of Foundation Training Courses 2026

11:00 am - 12:30 pm ET

11:00 am - 12:30 pm ET

Full Schedule of Foundation Training Courses 2026

March 17, 2026

July 14, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

03

Full Schedule of Foundation Training Courses 2026

Brain-Based Coaching (BBC)

Full Schedule of Foundation Training Courses 2026

Tuesdays

Mondays

Tuesdays

Full Schedule of Foundation Training Courses 2026

Sept 2 - Oct 14, 2025

June 1 - July 6, 2026

Sept 15 - Oct 20, 2026

Full Schedule of Foundation Training Courses 2026

2:00 pm - 3:30pm ET

2:30 pm - 4:00 pm ET

11:00 am - 12:30 pm ET

Full Schedule of Foundation Training Courses 2026

Aug 19, 2025

May 18, 2026

Sept 2, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

04

Full Schedule of Foundation Training Courses 2026

Life & ADHD Coaching (LAC)

Full Schedule of Foundation Training Courses 2026

Thursdays

Thursdays

Thursdays

Full Schedule of Foundation Training Courses 2026

Aug 28 - Oct 16, 2025

Jan 15 - Feb 19, 2026

Aug 27 - Oct 1, 2026

Full Schedule of Foundation Training Courses 2026

See details above

3:00 pm - 4:30 pm ET

3:00 pm - 4:30 pm ET

Full Schedule of Foundation Training Courses 2026

Aug 14, 2025

Jan 2, 2026

Aug 13, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

05

Full Schedule of Foundation Training Courses 2026

Coach Integration (CI)

Full Schedule of Foundation Training Courses 2026

Mondays

Thursdays

Thursdays

Full Schedule of Foundation Training Courses 2026

Nov 17 - Dec 8, 2025

March 26 - April 23, 2026

Oct 29 - Nov 19, 2026

Full Schedule of Foundation Training Courses 2026

2:30 pm - 4:00 pm ET

4:00 pm - 5:30 pm ET

4:00 pm - 5:30 pm ET

Full Schedule of Foundation Training Courses 2026

Nov 3, 2025

March 12, 2026

Oct 15, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

Elective

Full Schedule of Foundation Training Courses 2026

Coaching Skills Lab (CSL)

Full Schedule of Foundation Training Courses 2026

Inquire if interested—the course will be scheduled to accommodate registrants and will then be promoted to others.

Full Schedule of Foundation Training Courses 2026

Elective

Full Schedule of Foundation Training Courses 2026

Cultivating Coaching Courage (CCC)

Full Schedule of Foundation Training Courses 2026

Mondays

Tuesdays

Tuesdays

Full Schedule of Foundation Training Courses 2026

Sept 8 – Oct 13, 2025

Feb 3 – March 10, 2026

Aug 25 – Sept 29, 2026

Full Schedule of Foundation Training Courses 2026

1:30 pm – 3:00 pm ET

11:00 am – 12:30 pm ET

6:00 pm – 7:30 pm ET

Full Schedule of Foundation Training Courses 2026

Aug 25, 2025

Jan 20, 2026

Aug 11, 2026

Full Schedule of Foundation Training Courses 2026

Full Schedule of Foundation Training Courses 2026

Elective

Full Schedule of Foundation Training Courses 2026

Client Enrollment: Best Practices (CEBP)

Full Schedule of Foundation Training Courses 2026

Wednesdays

Full Schedule of Foundation Training Courses 2026

July 29, Aug 12 & 26, 2026

Full Schedule of Foundation Training Courses 2026

1:00 pm – 2:30 pm ET

Full Schedule of Foundation Training Courses 2026

July 14, 2026

Full Schedule of Foundation Training Courses 2026

Learn From the Best in the Field

Our instructors bring proven experience and expertise in coaching, productivity, and understanding neurodiversity, ensuring that you receive industry best training. Your Client Enrollment Best Practices trainer is committed to teaching the skills that set our students apart; ensuring that every lesson is grounded in practical, real-world insights; and providing unwavering support to help you build a fulfilling coaching career.

Casey Moore, MA, CPLC, PCC, CPO

Senior Trainer

Casey Moore

Casey was credentialed by Coach Approach Training Institute (formerly CAT-IAC) as a Certified Organizer Coach in 2011. One of our popular senior trainers, she now holds CATI’s Certified Productivity Leadership Coach credential as well as her Professional Certified Coach credential from the ICF.

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Trainers & Staff

Our Team

Our instructors are not only seasoned coaches, but also authors, content creators, award-winners, and trailblazers in their respective fields. They balance leading with a deep commitment to and knowledge of our rigorous curriculum with supportive and inclusive learning environments.

Testimonials

Success Stories from Our Students

Hear from students who’ve transformed their careers and clients’ lives through Coach Approach Training Institute’s Client Enrollment Best Practices classes.

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"It helped me learn and understand the importance of the enrollment process and that having a process makes me more confident in how I operate, but also (hopefully) minimizes the chance of moving forward with an engagement that may not be a good fit."
"It helped me learn and understand the importance of the enrollment process and that having a process makes me more confident in how I operate, but also (hopefully) minimizes the chance of moving forward with an engagement that may not be a good fit."
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"Initially, my biggest challenge was articulating what coaching IS. I now have a definition that works for me, that I feel comfortable in speaking out loud and presenting on my website."
"Initially, my biggest challenge was articulating what coaching IS. I now have a definition that works for me, that I feel comfortable in speaking out loud and presenting on my website."
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"I liked meeting every other week to have more time to dedicate to developing my enrollment forms and testing them out in Skills Building Group."
"I liked meeting every other week to have more time to dedicate to developing my enrollment forms and testing them out in Skills Building Group."
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Get Started

Take the first step towards a rewarding career as a professional coach. Enroll today and start your journey towards empowering others and transforming your own life.