THIS LINK will house all Consulting Hours, Ops Office Hours, Masterclass and BizDev Workshop recordings for the entirety of your program. They will be uploaded within 12 hours of their happening unless otherwise communicated.

If you have any questions about Office Hours recordings please email Keira Crooms at keiracrooms@mp.institute

If you run into issues with contracts, software questions, payroll questions, or anything else that is not directly related to coaching, please complete THIS FORM and someone from our team will reach out within 24 hours.

Contract Submission Form

A basic Thrill Form has been added to the Forms section in Practice for you. If you would like to create a different Thrill Form, feel free to do so. Below are some examples of other Thrill Forms.

https://novus.global/thrill-janet/

https://share.hsforms.com/1YI1bE21ARRSq45L4lH8xrA4ien1

https://novusglobal.typeform.com/to/fjo2FNMB

https://novusglobal.typeform.com/to/csKvQX

You can add a questionnare or intake form in Practice to send to your potential clients or signed clients.

Loom video on how to create the form template

Loom video on how to create a smart rule for the form to automatically send

Sample Intake and Getting to Know You Forms

Janets Intake Form

Joseph Barkley’s Getting to know you Form

Laura Groen’s Intake Form

You can create your own version of an intake form using google forms or any other program that allows you to create forms.

Template

You are welcome to use this template should you choose to. There is no expectation that you use a formal proposal or that you use this specific template. If you choose to use this template, be sure to make a copy of the template before editing.

Airtable Reporting Base

Pipeline Scorecard

Password: mpicscorecard

Please complete this scorecard each week on Monday for the previous week.

Weeks should be counted as Monday - Sunday.

How to complete your pipeline scorecard

Viewing your pipeline scorecard data