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 Megan Hozinsky at meganhozinsky@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.

FORM FOR MPI MANAGED CONTRACTS

pw: META2021

1. Click the FORM link above

2. Enter the password for the form as listed above

3. Complete the requested information.

4. In the section that asks for the Hubspot Deal link, simply input n/a.

5. Submit the form upon completion.

6. You will receive an email with a link to the contract for your review and signature.

7. Once you sign the contract the contract will then be sent to your client for signature.

   **Your client will NOT receive the contract until you sign the contract first.

   ** The contracts come out of PandaDoc, we find it to be best practice to let your client know to expect the contract to come from PandaDoc and to check their spam folder if they do not receive it within 24 hours of you signing the contract.

VIDEO TUTORIAL ON HOW TO CREATE A CONTRACT

VIDEO TUTORIAL ON HOW TO CREATE A PROBONO CONTRACT

Form for Participant managed contracts

1. Complete the requested information.

2. Submit the form upon completion.

3. You will receive an email with a link to the contract for your review and signature.

4. Once you sign the contract the contract will then be sent to your client for signature.

   **Your client will NOT receive the contract until you sign the contract first.

   ** The contracts come out of PandaDoc, we find it to be best practice to let your client know to expect the contract to come from PandaDoc and to check their spam folder if they do not receive it within 24 hours of you signing the contract.

This document will provide you with an overall view of the administrative process along with some best practices for taking your client / prospective clients from a Vision Call to coaching.

This document will outline the process and operational systems for when you get a “yes” from a potential client to you getting paid for the coaching you provide for that client.

1. Navigate to this TEMPLATE

2. A new tab will open with a copy of the Thrill Form for you to customize. You can keep the questions as they are provided or you can add new questions if you’d like.

Examples of Thrill Forms

•https://novus.global/thrill-janet/

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

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

•https://novus.global/danleffelaar-thrill/

Janets Intake Form

Joseph Barkley’s Intake 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.

Personal Analytics Boards

Adam DuGuay

Dave Obwald

Garland Hunt Jr

Jeff White

Jen Fish

Jill Rockford

Julie Savaria

Karen Biebuyck

Keely Ng

Matt Gould

Mike Foster

Mike Sitter

Neil Soskin

Paul Goodman

Phil Leffelaar

Sophie Mix

For participants who are having MPI service their contracts/invoices/collections only.

PAST DUE INVOICE PORTAL

You can use this portal to see which of your clients invoices are past due and you can send reminders to your clients of the past due invoice from the portal.

Tutorial on how to use the Past Due Invoice Portal

MPI Google Drive

Link coming soon

Capstone Project Informaton - COMING SOON

Visit the Requirements page to view Graduation, Novus Global Franchise Ownership Requirements