Suggested Learning Projects:
→ Peer-to-Peer Coaching: Assign your coaching target to meet with a
new peer each week to discuss their strategies for client retention. How
closely do their peers follow the definition discussed in your coaching
session? What strategies do their peers have in place that the individual
would not have originally thought of? Discuss what they learned at your
next coaching session.
→ Tangible Successes: Ask the person to come back to your next
coaching session with three examples of situations throughout the week
where they used their strategy from your coaching session, and they
were able to build a relationship with a client that they normally would
not have been able to do so previously.
Supplemental Coaching Strategies:
→ 30-Second Coaching: Take 30 seconds of your day to verbally
acknowledge the individual’s efforts to retain clients based on the
definition and strategy you discussed in your coaching session. Be
specific in sharing with them the actions taken that you had observed
and how those actions are appreciated by you and will be beneficial in
the long run.
→ Journal-Based Coaching: Ask your coaching target to keep a journal
through the coming weeks as they use their newly attained strategies to
retain clients. The entries should note both successes and challenges
that they face in client retention.
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