Onboarding Checklist

Onboarding Checklist

Please note that this onboarding call is reserved for members of Noomii's Annual Plan. If you have not yet upgraded, visit the Upgrade/Billing tab of your profile before continuing.
Are you currently a member of Noomii's paid Annual Plan?*

Yes
Name*

First NameLast Name
How long have you been coaching?*
How many paying coaching clients have you had?*
How many paying coaching clients do you want to gain in the next 12 months?*
How much revenue do you hope to earn from your coaching practice?*

How would you rate your profile right now?*

	1	2	3	4	5	6

1 is Incomplete/Needs work, 6 is Perfect/Ready to go!

How well does your profile reflect what you do?*

	1	2	3	4	5	6

1 is Doesn't reflect me at all, 6 is Describes me and my coaching service perfectly

How compelling do you think your profile is to prospective clients?*

	1	2	3	4	5	6

1 is Not compelling at all, 6 is Very compelling

Have you completed the following areas of your profile? (please note, you must tick "Yes" next to each section in order to submit your form)*

	YES	NO
Profile Photo
Ideal Client Summary
Contact Details (location, website, rates)
About Me section
Relevant Credentials (if your coach training school isn't in the list, please contact us and we will add it)

PLEASE NOTE: You must complete all areas of your profile before being able to submit the form.
In this section, tell us why we should recommend you to clients. This is your opportunity to sell us on your qualities as a coach.
Tell us about your ideal client*
Example of an unsatisfactory ideal client summary: I work with people who are open and ready for change. Example of a good ideal client summary: I work with professional women, primarily mothers, who need help creating a better work-life balance.
What are the goals and challenges your clients typically have when they come to you?*
How does your background/experience/training relate to/help your ideal client?*
Explain how your coach training and your personal/professional experience can help your ideal client.
What makes you unique as a coach? Tell us a bit more about your X factor.*
Add any keywords related to your ideal client and coaching specialty*
Please include any keywords that will help us match you with the right leads. Coaching specialties, age/demographic, industry, education, areas of expertise. (Eg. work-life balance, IT, emotional intelligence, expats, mother/parent, millennial, marketing, public speaking, confidence, grief, weight-loss, dating, parenting)
Joining Noomii's Referral Program is optional. We do require that you read over the terms of the Referral Program and indicate that you understand them prior to our call.

During your conversation with a Noomii representative, you will have the opportunitiy to discuss the program further and decide whether or not to participate.

Below are the terms and conditions of the Referral Program for your review. Please read them carefully.

Referral Program Agreement
I understand that the Referral Program is an additional and optional service. I understand that when (and only when) I get hired by a client through the Referral Program, I agree to pay Noomii a 30% commission on the first year of services*

I agree
PLEASE NOTE: You must complete all areas of your profile before being able to submit the form.
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