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?
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Is your enrollment process so detailed that you’re scaring prospects off?
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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
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
This course is now full and registration is closed. Please contact our registrar at admin@coachapproachtraining.com if you wish to be added to a waiting list.
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
$315 – 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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 01 | Coaching Essentials | Tuesdays | January 12 - March 2, 2027 | 3:00 - 4:30 pm ET | December 8, 2026 | https://square.link/u/f2AGpAVD |
| Wednesdays | April 7 - May 26, 2027 | 11:00 am - 12:30 pm ET; or 4:00 - 5:30 pm ET | March 10, 2027 | https://square.link/u/F1hV2rCu | ||
| Tuesdays | September 28 - November 16, 2027 | 11:00 am - 12:30 pm ET; or 4:00 - 5:30 pm ET | agosto 31, 2027 | https://square.link/u/4oi6l9GO |
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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 02 | Strengths Based Coaching | Tuesdays | March 30 - April 27, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET | marzo 16, 2027 | https://square.link/u/klqqecPb |
| Tuesdays | July 27 - August 24, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | julio 13, 2027 |
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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 03 | Brain Based Coaching | Tuesdays | May 25 - June 29, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | mayo 11, 2027 | https://square.link/u/aCgq8wPt |
| Tuesdays | September 21 - October 26, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | septiembre 2, 2027 |
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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 04 | Life and ADHD Coaching | Thursdays | January 14 - February 18, 2027 | 3:00 - 4:30 pm ET | enero 1, 2027 | https://square.link/u/q0y5BvNU |
| Thursdays | July 29 - September 2, 2027 | 3:00 - 4:30 pm ET | julio 15, 2027 |
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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 05 | Coach Integration | Thursdays | March 18 - April 8, 2026 | 11:00 am - 12:30 pm pm ET | marzo 4, 2027 | https://square.link/u/s5tuDy3F |
| Thursdays | September 30 - October 21, 2027 | 11:00 am - 12:30 pm pm ET | septiembre 16, 2027 |
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 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| Elective | Coaching Skills Lab | Inquire if interested - scheduled 1-2x/year | N/A | |||
| Client Enrollment Best Practices | Wednesdays | June 16 and 30, July 14, 2027 | 1:00 - 2:30 pm ET | junio 2, 2027 |
Full Schedule of Foundation Training Courses 2027
| # | Course name | Weekday | Dates | Time | Register by | Register (Square) Links |
|---|---|---|---|---|---|---|
| 01 | Coaching Essentials | Tuesdays | January 12 - March 2, 2027 | 3:00 - 4:30 pm ET | December 8, 2026 | https://square.link/u/f2AGpAVD |
| Wednesdays | April 7 - May 26, 2027 | 11:00 am - 12:30 pm ET; or 4:00 - 5:30 pm ET | March 10, 2027 | https://square.link/u/F1hV2rCu | ||
| Tuesdays | September 28 - November 16, 2027 | 11:00 am - 12:30 pm ET; or 4:00 - 5:30 pm ET | agosto 31, 2027 | https://square.link/u/4oi6l9GO | ||
| 02 | Strengths Based Coaching | Tuesdays | March 30 - April 27, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET | marzo 16, 2027 | https://square.link/u/klqqecPb |
| Tuesdays | July 27 - August 24, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | julio 13, 2027 | |||
| 03 | Brain Based Coaching | Tuesdays | May 25 - June 29, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | mayo 11, 2027 | https://square.link/u/aCgq8wPt |
| Tuesdays | September 21 - October 26, 2027 | 11:00 am - 12:30 pm ET; or 3:00 - 4:30 pm ET (if needed) | septiembre 2, 2027 | |||
| 04 | Life and ADHD Coaching | Thursdays | January 14 - February 18, 2027 | 3:00 - 4:30 pm ET | enero 1, 2027 | https://square.link/u/q0y5BvNU |
| Thursdays | July 29 - September 2, 2027 | 3:00 - 4:30 pm ET | julio 15, 2027 | |||
| 05 | Coach Integration | Thursdays | March 18 - April 8, 2026 | 11:00 am - 12:30 pm pm ET | marzo 4, 2027 | https://square.link/u/s5tuDy3F |
| Thursdays | September 30 - October 21, 2027 | 11:00 am - 12:30 pm pm ET | septiembre 16, 2027 | |||
| Elective | Coaching Skills Lab | Inquire if interested - scheduled 1-2x/year | N/A | |||
| Client Enrollment Best Practices | Wednesdays | June 16 and 30, July 14, 2027 | 1:00 - 2:30 pm ET | junio 2, 2027 |
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.
