Cancellation Debrief Hi Coach ! Thank you for taking the time to debrief on this cancellation. This is helpful for us to capture additional data points so we can continue to improve as a business. We hope this will also help you to reflect and grow as a coach. Please select your name from the list below Select Coach Coach Not Yet Assigned Online Course Adam Gierlach Aileen Bidwell Alexa Hassaram Ame Wadler Audrey Rieland Betsy Westhoff Bijal Choksi Brooke McCord Cait Swamy Cindy Paine Daniel Feruck David Molotsky Foram Sheth Hayley Dennis John Roccia Kate Swigelson Kristi Leonard Kristin Simon Kristin Vierra Laura McFadden Leslie Pogue Libby Micheletti Lisa Allie Nanda Bhikhari Natalia Tamburini Peggy Wu Robbi Crawford Shari Santoriello Sophie Leroi Tara Perman Client Name * Client Enrollment Date * Did the client let you know that this cancellation was coming? * Yes No What signs were there that the client was going to cancel? * In your opinion, what was the reason for this cancellation? * Change in financial circumstances Did not have the funds - Client was unemployed Did not have the funds - Client didn’t have budget from the onset Did not have the funds - Change in financial circumstances Not a good fit for coaching - Thought there was a magic button Not a good fit for coaching - Not in the right mindset to coach Only focused on singular goal and achieved it Too busy Not a good coach pairing Other In your opinion, what was the reason for this cancellation? If you selected - Not a good coach pairing did you discuss alternative recommendations? Yes No Is this a cancellation to CELEBRATE? * No Woo Hoo Tell Us More! Is this a cancellation to CELEBRATE? How many celebrity sessions did the client have? * Looking at their new client questionnaire, what blindspots/additional coaching opportunities did the client have? * In what ways did you proactively work on other coaching opportunities beyond the client's initial goal(s)? * In what ways did you support this client outside of coaching sessions? * Did you engage your coach mentor for support with this client? * Yes No What are your key takeaways from this experience? What will you change in the future (something within your control)? * If this client had a fabulous experience have you personally asked them for referrals and a Testimonial? * Yes No I will! Considering this cancellation, do you have space in your book for a new client? * Yes No If you answered yes to this question, please go and update your Coach Profile in Insightly now. If you are human, leave this field blank. Submit Δ
