Educating Clients
Suggested Strategy: By using the Present & Respond method, the individual is given the opportunity to have a positive outlook on their improvement and the process they will go through to improve.
Suggested Questions:
Î Present & Respond: Hypothetically, if I were to present to you that you need to improve in educating your clients on all the options and benefits available to them, how do you think you would positively respond to that? Î Self-Actualized Question: What specific actions do you think you would take in response to that feedback?
Suggested Activities:
Î Teach Me: Have your coaching target walk you through their typical conversation with a client and the steps they currently take to educate their clients. Then, work with them to create a list of ways that they can educate their clients further in the future — this can include conversation pieces and scripts so that they are prepared. Î Practice: Give the individual a sample situation where they would have the opportunity to educate a client (you for practice purposes) on the benefits and options available to them give themselves feedback on what they felt they did really well and what they would like to further improve going forward.
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