HOPE EDUCATION EXCHANGE

Case Study: Setting Up a Private Group Education Event

📝 Assignment: Bulk Upload Attendees for Private Group Event

Recruiting Shaun

📝 Assignment: Register Shaun as a Coachable Client

📝 Assignment: Schedule Shaun’s first Coaching Session

Applying the GROW Model in Credit & Money Management

📝 Assignment: Document Shaun’s GROW-Based Coaching Session (Foundations Focus)

Cash-Only Mindeset, Coaching Shaun

📝 Assignment: Pull Shaun’s Credit Report and Log a Coaching Session to Review It

📝 Assignment: Send a Follow-Up Email to Shaun Confirming Budget Upload

Unlocking Shaun’s Credit Potential

From Cash to Credit

📝 Assignment: Refer Shaun to a Credit-Building Banking Product

Master the Client Exit Process

Exit Assignment — Closing Out Shaun's Coaching Journey