Coaching somebody you never meet removes every advantage of being in the room. This level sets up the basics that replace it: the right tools, a clear first contact and instructions that survive without you.
After working through it you can take on a remote client properly from the first message, write a plan they can follow without asking three questions, and set expectations that prevent most later frustration.
What You'll Learn
- Choosing tools without paying for more than you need, an onboarding questionnaire that gathers everything at once, writing exercise instructions somebody can follow alone, setting reply expectations, and the first two weeks of a new client