Keys to a Successful Business: Client Enrollment Best Practices
In the Client Enrollment Best Practices elective course we will help bring clarity and answers to these questions:
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How successful are you in enrolling coaching clients?
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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?
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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
The training
What You’ll Learn in Client Enrollment Best Practices
Client enrollment is the process of transforming an interested individual into a paying client. In 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.
Class Format
Three, alternate-week, live online sessions, 90 minutes each – plus two Skills Building Group (SBG) meetings.
Time Commitment
3 classes and SBG meetings; no other homework
Course Schedule
SPRING
Dates: February 24, March 10, and March 24, 2025 on Mondays
Time: 2:30-4:00 pm
Register by: February 10, 2024
SUMMER
Dates: July 30, August 13, and August 27, 2025 on Wednesdays
Time: 2:30-4:00 pm
Register by: July 15, 2024
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
Course Fee
$290 – includes all materials and trainer support
Class Schedules
2025 Foundation Training Schedule
To complete the entire Foundation Training program, you must complete five sequential required courses. Elective courses are optional.
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.
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.
