Trainer Resources
Apps you need:
Slack — team communications. Team name: tullystraining.slack.com
Xero — for invoicing and client management
Asana — task management
Calendly — calendar tool for clients to book sessions with you
HelloSign Electronic Contract (for new clients)
Passwords:
Design & Marketing
Logo Files (being updated)
Generic Sign-Up Sheet: Print out and fill in by hand
Generic Display Flyers for Events/Classes: edit information in Google Docs, then print and place inside a display holder
Group Class
Email Template: Welcome client to group class
Certificate: Intro Class Graduation
Certificate: Advanced Course Graduation
Certificate: Private Program Completion
Sales Process
*New* Consultation Training Guide (PDF)
Note: The new fancy Google Forms allow you to see your responses on the form itself without having to navigate to a separate spreadsheet, which is nifty and cool. The spreadsheets simply provide another way to access and change the information you've collected.
Los Angeles First Contact Questions + Responses
Los Angeles Consultation Questions + Responses
Welcome Packet
Customize your welcome packets to your client's needs and goals. For instance, there's no need to print all eight pages of the Sophia Yin document. If you don't have a printer, use the Fedex Kinkos Print Online service and be sure to include printing expenses for reimbursement in your invoices. Alternately, we can send materials to print for you, just message Alex and Sam Hofman in the #request-materials channel on Slack.
AVSAB Position Statement on Punishment