This is where I go into discovery mode with the client. Exploring what they are doing now, what they want to do and what they need to do. On this hour long call, we will outline a plan of attack to hit their goals.
Also on this call I will explain the coaching process with me. The client gets 1, 30 minute phone calls with me each month. The time is recurring on a specific date and are set on this call. I also give them unlimited access to me via email. Which I answer within 24 hours.
Also on this call I make sure the client knows how to fill out the forms, how to access the information and how to get the information they need. I'll set the expectations of how to work with me, my team and their team as well. I also explain to them how they can come to a BFA Live as part of this.