Resources For Spiritual and Life Coaching

THE LIFE PURPOSE INSTITUTE
SPIRITUAL COACHING METHOD™
RESOURCES FOR SPIRITUAL

AND LIFE COACHING
© Fern Gorin and The Life Purpose Institute 1994-2022 (ver 06.22) Resources O - 1
RESOURCES AND TOOLS FOR SPIRITUAL COACHING
2 - O Resources © Fern Gorin and The Life Purpose Institute 1994-2022 (ver 06.22)
SPIRITUAL RESOURCES
THE CLEARING PROCESS
Step 1: Clear
Sit comfortably, and close your eyes and breathe deeply. Imagine a column of pure,
warm white light flowing slowly into the crown of your head. Imagine it swirling as it
moves through your head and slowly down through all of your body. See and feel it
cleansing all heavy energies from within you. Allow those heavier particles to be
pushed down by the light as it moves down through your body, pushing the particles
out of your feet, where they are assimilated into the ground. Once you feel
completely filled with the light and have allowed the heavy particles to release out
your feet, do step two.
Step 2: Ground
Keeping your eyes closed and breathing deeply, imagine a cord wrapped around
your spine from the top to the base. This cord can be made of anything that feels
grounding to you (crystals, wire, rope, satin, golden cord, wood, vines, etc.). Now,
imagine this cord extending from the base of your spine down through what you are
sitting on, down through the floor, down into the ground, and deep into the earth
through the magma, all the way to the solid core. Now, see your cord wrapping
around that solid core, fully grounding you. This cord allows you to draw energy up
from earth when needed and serves as an anchor. Once you feel firmly grounded, do
step 3.
Step 3: Establish Energetic Boundaries

Keeping your eyes closed and breathing deeply, imagine the energy of the grounding
cord expanding to mix with the pure, warm bright white light already filling your body
from Step One. Once they feel integrated, expand them beyond your physical body,
so that a ball of light surrounds you out about a foot or two from your body. See an
outer shell form on this orb. This outer shell allows what you intend to move in and out
and serves as a barrier to any unresourceful energies being exchanged. Once you
feel that you have established your orb, ask it to stay in place. Then, open your eyes
and resume normal breathing.
Congratulations! You are now clear, grounded, and have intended healthy
boundaries for your coaching session.
With the Client:
You can also use all of this process, or each component individually, with your client.
If a client shares that they feel like they have taken on someone else's bad mood, or
that they can't seem to lift a sense of heaviness from themselves, ask if they have a
way that they clear themselves. If they do not, ask if they are open to walking through
a clearing process. If they say yes, explain the steps, get their permission to proceed,
and guide them through Step One.
If a client shares that they feel spacey or unable to focus, ask if they have a process
they follow to get grounded. If not, ask if they would like to do a grounding exercise.
If they say yes, guide them through Step Two.
If a client shares that they are fearful or concerned about entering a situation where
their boundaries may be encroached upon, ask what tools they use to protect
themselves. If they don't have one, or indicate they'd like to learn a new one, guide
them through all three steps.
Summary
Repeat back some of the key things you’ve heard your client say. Ask them how this
assessment was for them. In either this or a future session, you may:
Come back to topics that need more discussion
Define action steps
Point out inner conflicts the client may be experiencing and help the client to
resolve them
CREATING AWARENESS AROUND LIFE CHOICES
One of the ICF Core competencies is Creating Awareness. There are many different
ways to create awareness and levels of awareness. In this section, we will specifically
look at creating awareness around life choices.
Clients often feel limited in their choices about their life. Depending on how
expanded or contracted a client’s awareness directly impacts the possibilities the
client will be able to see at any given moment.
You may hear statements like:
I don’t have time to…
I don’t have the money to….
I have to keep this job to pay the bills….
I can’t figure out how…
I have no choice but to…
I don’t know what else I can do
I can’t do that because….
I have to take care of my children (or parents), so I don’t have time to….
These statements imply that your client feels limited and needs to explore more
choices. Here are 5 ways to help the client become more aware of new possibilities.
5 Techniques to Create Awareness Around Life Choices

1. Ask the magic 3!
Ask 3 times, “What are your choices? What else can you do? Anything else?”
2. Brainstorming
Brainstorming is a great way to help your client think outside their normal range of
options and create new possibilities. This technique includes asking 3 times, “What
else, what else? What else?”
Let the client share their ideas. Later during brainstorming, you can participate in
coming up with ideas. If the client is stuck, offer one or two ideas as a way to “prime
the pump,” then turn the focus back on the client by asking, “What else? What else?”
In Brainstorming, you also ask your client to include all their options, whether they
would actually do those things or not.
Example: A client wants to communicate to their boss something they’re unhappy
with. Options the client says they have:
Put the complaint in writing
Talk to their boss’s boss
Request a meeting with their boss and go over complaints then
Note: These are not all choices the client would do, but usually after the client states
all the choices, they feel a sense of relief. It feels good to them to say it, even though
they’re not going to act upon some of them.
3. Help your client explore choices they can make to design their life.
Discuss each item with them, and then ask your client to decide which ones to work
on. Start coaching around that topic. Ask your client some questions such as: If you
started doing that right now, what would that look like? What would be the benefit
of doing that? How could you implement that in your daily life, or when could you do
that this week?
You can also use the handout as a resource and give it to your client for homework.
4. Explore beliefs and assumptions.

You may discover your client has limiting beliefs and assumptions. To guide the client
to transform these beliefs and assumptions, please see the Blocks Chapter.
5. Coach your client to manage time and money issues.

To design life and make the choices listed in the handout, “Choices You Can Make to
Design Your Life,” often requires time and money management.
Here are ways to guide the client to better manage their time and money:
Time Management
Ask the following:
What would God say about you finding time to do ________?
What is your weekly schedule now?
What would you like it be?
Keep exploring with your client where they could find amounts of time to do the
things they’d like to do:
Are there any things that might be time-wasters for you?
What, if anything, could you delegate to someone else?
What boundaries could you set?
Even if the client allots only half an hour or an hour a week toward something new,
you’ll be surprised how differently a client feels about their life. For example: The
client decides to take half an hour twice a week away from their kids to do
something specific that they’d like to do for themselves. A client takes a dance class
one hour a week. A client decides he will leave work a half-hour earlier at work twice
a week.
Money Management
Ask the following:
What guidance do you have from God around your finances?
Ask the client if they’re willing to write a budget to determine what their actual
expenses are. Suggest to the client that they keep track of what they have spent
during a one-month period.
Are your expenses more than your budget?
Are all the expenses necessary, or could some be cut?
Is there a way to save any more money?
Are there ways you could make more money?
If the client isn’t currently making enough money in their work, the client may wish to
explore new career options.
In what ways could you make more money doing the same kind of work you do
currently?
What kind of work besides what you’re doing now would interest you?
What other kinds of work could you do to make more money?
Ask are there savings or investments that could make more money?
Is there a financial advisor or additional information that you can seek out to
learn more about how to best use your money?
Is there a class on prosperity or financial abundance that would empower you
around your finances?
Keep exploring with the client either how they can cut expenses, make more money,
or both.
CHOICES YOU CAN MAKE TO DESIGN YOUR LIFE
Check off those choices that you’d like to make to design or redesign your life.
Lifestyle
Set up a new schedule
Get out in nature
Move from the city to the suburbs (or vice versa)
Downsize and lower your expenses
Work from home
Delegate more, find people to share responsibilities (e.g., carpooling, doing
household chores)
Put in place support systems / get assistance (e.g., hire someone to clean the
house, get a gardener)
Slow down the pace of your day/week
Set up a sleep routine that better supports your lifestyle
Manage screen time: TV, computer, devices
________________________________________
________________________________________
Balance in Life
Practice saying “no”
Create a workable schedule
Look at how much you delegate to others
Not wait to have fun until the work is done
Find a better pace for your day/week
Simplify your life
Spend less time on an unproductive activities, such as texting late at night,
and more time on something healthy and/or meaningful
Find a new job that makes fewer time demands
Take on fewer projects
________________________________________
________________________________________
Physical / Emotional Health and Well-Being
Exercise more
Eat healthier food
Let go of perfectionism and driving yourself
Relax more or have time alone
Take a break in the middle of the day
Get out in nature
Do things that nurture or excite you
Having more realistic expectations of yourself
Communicate to lower the expectations others have for you
________________________________________
________________________________________
Physical Environment
Declutter your home / office / car
Look at different locations where you might want to live
Organize your life and work
Make your environment more aesthetically pleasing
________________________________________
________________________________________
Finances
Get your spending under control by doing a budget
Save more for retirement
Open a travel account at the bank
Pay off your credit cards/student loans
Get a better paying job
Save money for a vacation or something fun
________________________________________
________________________________________
Spirituality / Religion
Spend more time on spiritual activities
Attend religious or spiritual services or groups
Find a meditation class
Take a Bible study class
Spend time on spiritual reading or practice
Volunteer and give back
Practice loving kindness
Spend time in nature or a beautiful place
Take a spiritual class
________________________________________
________________________________________
Education/Personal Growth
Take adult education classes
Get a degree or certificate
Read self-help books
Accomplish a project or task
Take personal growth seminars
________________________________________
________________________________________
Fun and Leisure

Spend time on fun activities
Travel more
Find fun, interesting things to do locally
Take up a new hobby
Spend more time on your hobby
Not wait to have fun until all of your work is done
________________________________________
________________________________________
NEW OPPORTUNITIES AND WAYS I CAN GROW AND ENHANCE MY
LIFE DURING THIS TIME
Use the handout on the following pages.
Please note: These materials were developed during a recession, so they focus a lot
on career issues. Please feel free to modify this focus to your target group.
Review the handout and ask questions about the items your client indicated they
would like to work on.

NEW OPPORTUNITIES AND WAYS I CAN GROW AND ENHANCE MY
LIFE DURING THIS TIME
This may be an important time for you to grow and enhance your life.
Please check the topics that would most inspire you and assist you to move in a new direction.
Not my focus Focus at I’d like to work

1. I now have the opportunity to do something right now a later date this on now
I’ve always wanted to do.
______________________________________
______________________________________
______________________________________
What have you always wanted to do?
______________________________________
______________________________________
2. I’d like to explore what will make me happy in

my life.
______________________________________
______________________________________
______________________________________
3. I now can explore those things that are

more aligned with my values and interests.
______________________________________
______________________________________
______________________________________
What are your values and interests?
______________________________________
______________________________________
4. I need some free time for myself right now.

______________________________________
______________________________________
______________________________________
How will you enjoy this free time?
______________________________________
______________________________________
right now a later date this on now
5. I’d like to spend this time with my family friends,
and significant other.
______________________________________
______________________________________
6. I’ve been out of balance for a while and I need

to get back in balance.
______________________________________
______________________________________
______________________________________
What’s out of balance?
______________________________________
______________________________________
7. I’ve been avoiding some things in my life and

now is the time to take care of some things.
______________________________________
______________________________________
______________________________________
What are these things?
______________________________________
______________________________________
8. I’m not the person I used to be and I need to

explore the person I am today.
______________________________________
______________________________________
______________________________________
Who did you used to be?
______________________________________
______________________________________
Who are you now?
______________________________________
______________________________________
9. I have the opportunity to learn from my mistakes
and things that didn’t go well.
______________________________________
______________________________________
______________________________________
What were the mistakes you’re choosing not to
make again?
______________________________________
______________________________________
______________________________________
What have you learned for the future?
______________________________________
______________________________________
______________________________________
10. It’s important for me to explore why I sell myself

short and settle for less than I really want.
______________________________________
______________________________________
______________________________________
How do you sell yourself short?
______________________________________
______________________________________
11. I’ve allowed my fears to stop me before and

now I need to move past them.
______________________________________
______________________________________
______________________________________
What fears have stopped you in the past?
______________________________________
______________________________________
12. I’ve sabotaged myself or held myself back from

success and now I am willing and emotionally ready
to be successful.
______________________________________
______________________________________
______________________________________
How did you hold yourself back?
______________________________________
______________________________________
______________________________________
13. I need to ask and allow for more help and support
to come from others.
______________________________________
______________________________________
______________________________________
14. It’s important for me to get more comfortable

talking with and networking with strangers.
______________________________________
______________________________________
15. I'd like to have more faith.

______________________________________
______________________________________
______________________________________
16. I’d like to focus more on my spiritual life.

______________________________________
______________________________________
______________________________________
How?
______________________________________
______________________________________
17. I’d like to put more focus on my family life.

______________________________________
______________________________________
______________________________________
How?
______________________________________
______________________________________
18. I have the opportunity to improve my

relationships with others.
______________________________________
______________________________________
______________________________________
Which relationships can you enhance?
______________________________________
______________________________________
19. I’d like to put more focus on my health and taking

care of myself.
______________________________________
______________________________________
______________________________________
How?
______________________________________
______________________________________
______________________________________
20. I need to become more active and create more

actions to create what I want.
______________________________________
______________________________________
______________________________________
What actions?
______________________________________
______________________________________
______________________________________
Resources for Marketing
Creating a Powerful Online Presence
In today’s market, having a powerful online presence is no longer optional.
Commerce is conducted via the Internet, so if you want to connect with your client
base, you need to be online.
There are several ways to have an online presence:
Your own website
Social media sites
Blogs
Posting videos on YouTube
Posting articles
Online listings and memberships
It is highly recommended that you start with the first two, so we’ll look at those first.
Creating an Effective Website
Your website is the centerpiece of your marketing. It is crucial to have an effective
website for several reasons:
Nowadays, the Internet is where people go to search for services, so having a
website is imperative
A website acts as an extensive 24/7 brochure that can be accessed anywhere,
any time. You have limitless space to share information and engage your
prospective clients
A website gives you credibility in the marketplace. In this age of identity fraud
and scams, if a potential buyer can’t find you on the Internet, they may be wary
of purchasing your services
Developing Your Website
As you begin to develop your website, keep your branding in mind. You need to
carefully select the words, colors and images that convey the tone that your clients
will resonate with. A website targeting business executives will be very different from
one targeting creative artists or stay-at-home moms. If your coaching focus is on
bringing more joy into your clients’ lives, a dark, muddy background won’t
communicate that. The presentation of your website will leave a first impression that
will be hard to overcome if it doesn’t match your brand.
Your website should be easy to navigate. The menu tabs should easily lead readers
to the information they’re looking for. Each topic should have its own page, rather
than throwing everything on one long page. Each page title should match its menu
tab, so that readers are not confused about whether they’ve landed on the right
page.
Your website should be consistent throughout. If you’re presenting yourself as a Life
Purpose Coach on the homepage, that should be reflected in your services,
philosophy, etc. If you have multiple niches, have an umbrella concept for the
website, and include a separate page for each type of coaching that falls
underneath that umbrella.
Your website should clearly reflect that you are a coach. Many graduates layer their
coaching on a pre-existing website for yoga or therapy or another practice. If you do
that, be sure to do a complete revamp of your website, so that coaching doesn’t get
lost underneath other things. Consider having a separate website for each practice
to avoid confusion.
Make sure that you’re visible on your website. Clients connect with you personally, so
include a good professional headshot, your bio and credentials, your coaching
philosophy, a blog or articles, etc.
Steps to Take
Once you’ve settled on your business name, the next step is to register your domain
name – even if you’re not ready to develop your website yet. In fact, you may want to
check your domain to make sure it’s available before you lock in your business name.
Many new coaches begin with an inexpensive do-it-yourself (DIY) website. There are
numerous DIY hosts, including several that specialize in coaches, where you can
register your domain and develop your website using available templates. The
important thing is to begin with a template that allows you to use colors and
graphics that represent your brand. Before committing to a host, peruse their
templates or representative hosted sites to make sure they look professional and fit
your needs.
As you develop your business and solidify your branding, then you can invest in a
custom website, or at least a custom logo that you can plug into the template.
Graphics can be obtained within your hosting site or from royalty-free clipart sites
that offer photos and illustrations for which you pay a one-time fee for unlimited
usage.
Finally, it’s important to have a well-written website with compelling copy. We
suggest that you begin by writing the pages yourself, to include your personality and
philosophy. If you’re not an accomplished writer, hire a writer or editor to smooth it
out, proofread it and put on the finishing touches.
The list on the following page suggests some of the components you might include in
your website.
Search Engine Optimization (SEO)
Once your website is online, you need to get people there. Include your Web address
on your business card and all other promotional materials, and include a link from
your email signature, social media sites, your blog and anywhere else you appear on
the Web.
In addition, make sure that your website is optimized for greatest exposure to the
major search engines. There are several factors that go into search engine
optimization (SEO). Your Web designer should be able to help you, or search the
Web for “search engine optimization” or “SEO” for tips.
Website Components
by Sharon Good
Select the different components or pages that you would like to include in your
website.
Services and products I offer
Who I work with and benefits I offer clients
Biography/credentials
My picture
Pictures/graphics/logo
Contact information
Copyright
My mission or philosophy
FAQs/what is coaching?
Pricing
Testimonials/success stories/client list
Activities/events/classes
New products or services/special offers/news
Articles
E-newsletter or e-zine
Blog
Audio clips
Video clips
Resources and links
E-commerce/ordering capability
Interactive tests
Giveaways
Media page or “press room”
A password-protected client section that may include payment, scheduling,
client forms, etc.
______________________________________________________
______________________________________________________
______________________________________________________
Reprinted with permission from Creative Marketing Tools for Coaches
© 2009 Sharon Good

Website Resources
Website Hosts
There are numerous website hosts that are inexpensive and offer do-it-yourself
templates. Some of the more popular ones include:
Bluehost
GoDaddy
HostGator
Squarespace
Wix
Wordpress
*Note: All resources are suggestions only. Make sure that you check out each
resource for yourself before you use it.
Sample Websites
Following are some representative websites from our esteemed LPI instructors and
graduates that we feel exemplify effective coaching websites.
Diana Long http://dianalong.com/
Julia Kay http://www.yourgreatestday.org/
Gretchen Hydo https://gretchenhydo.com/
Jenn Lewis https://jennlewiscoaching.com/
Juliette Sakasegawa https://www.juliettesak.com/
Sheeba Varghese http://www.definingmoments365.com/
Bonnie Weiss http://www.pathwaysforlifecoach.com/
Mike Jaffe http://www.humanwakeupcall.com/
Sandra Fidelis http://sandrafidelis.com/
Social Media
What Is Social Media?
Social media is any website or mobile application that allows you to share content,
ideas and information about your business. It is composed of a variety of methods for
getting in touch with your clients and like-minded individuals.
The Most Common Social Media Platforms
Your Website and Blog – All social media activities should first and foremost be
about growing your website, blog and email database.
Facebook – Highest number of users with the most advanced targeting options.
Twitter – Great for brand awareness, keywords and hashtags, and for targeting
influencers and the press.
Instagram – Sharing of images to create brand awareness, hashtags to connect
with new followers. Establishes culture through visual content.
LinkedIn – B2B (Business to Business) audience, only platform that allows
targeting based on job function / titles. You will get higher quality leads, but it is
the most expensive to advertise on (the cost of ads is higher than other social
media platforms).
Google+ – Integrates online social media with search engine, serves as a
business page on Google, Google reviews.
YouTube – Videos that provide quality content to people who want to learn
about you. Video is the future of social media; it creates loyalty and viral buzz.
Pinterest – A way to showcase products and expertise. Engaging content can be
shared (pinned), and it spreads virally.
You don’t need to be active on all of these. There are numerous other platforms in
addition to this list. Once your audience, brand, niche and objective are determined,
you’ll decide which social media platforms work best for your particular business.
How Do You Best Use Social Media?
The essence of content marketing through social media is to start with the “why”
behind your business. People don’t buy what you do, they buy why you do it. The core
beliefs of your business are why it exists in the first place. Is the core purpose of your
business aligned with how you market your services?
Sinek’s Golden Circle explains this method of success:
1. Why – This is the core belief of the business. It’s why the business exists.
2. How – This is how the business fulfills that core belief.
3. What – This is what the company does to fulfill that core belief.
Starting with “why” allows businesses to go beyond what they're selling and connect
on an emotional level that's much more moving than a few key features.
Example of Sinek’s Golden Circle: The Life Purpose Institute
1. Why – We are a coach training institute that exists to empower individuals to create
new and meaningful lives and careers as Life or Spiritual Life Coaches.
2. How – We are the most personal coach training available with small class sizes,
expert instruction, free alumni courses and lifelong support.
3. What – We do this by offering Life, Spiritual and Advanced Life Coach Certification
Programs.
Reference: Sinek, S. (2009, September). Simon Sinek: How Great Leaders Inspire
Action [video file]. Retrieved from
https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action
You attract the people who share your fundamental beliefs, and that creates loyalty.
Start with the client experience and your services will keep evolving to serve them
best. Focusing on this experience means to work towards engaging your audience by
asking for their opinions, comments and ideas.
In this day and age, the main focus should be on listening to the customer, as
opposed to constantly advertising your products and services. The truth is, this takes
time. Cultivating relationships takes time. Creating a huge network of followers takes
time. Gaining loyalty takes time. This means reaching out to your customer base and
keeping them engaged, not only with your products and services, but through your
online content and community.
In other words, relationship marketing is vital to growing your user base and social
media presence. A huge part of this is listening to the customer, asking for feedback
and consistently monitoring your social media channels to make sure you’re in
alignment with what they want.
Advertising is also an essential part of social media marketing, but shouldn’t be the
bulk of the content you’re posting. Content should follow the 80/20 rule. Only 20%
should be promotional. The rest should be educational, inspirational and deliver
value to your clients. Trust needs to be built before you begin to see a growing
following and ROI (return on investment). There is no such thing as instant
engagement or ROI.
Social Media Advertising
The best place to begin creating ads is your Facebook business page. First, create a
personal page, then attach a business page for free.
Define Your Goal: Pick a goal. Start with the end in mind. What do you want to
achieve from this ad?
Three steps of the successful ad:
(if you’re starting out, you may be on step one)
1. Awareness – distribute content, receive page likes, build following
2. Engagement – website clicks, encourage posts and shares
3. Conversions – purchase your services, sign up for a free consultation, etc.
Define Your Audience: geographic location, age, gender, interests, income, fans
of another page, custom settings, etc.

Experiment / Cost of Facebook Ads: The best way to get the most out of
Facebook ads is to experiment. Test different options with varying prices, and
eventually you’ll see what works best for the goal of your business. Social media
is constantly fluctuating, and there isn’t a set cost that works for everyone every
time.
For example, you may want to boost a specific post that is receiving a lot of
engagement. You can choose to pay $10 and see how effective it is over a 7-day
period. Another example would be to promote your services for $50 over a 30-day
period with an ad advertising what you do.
There is no set system that works for everyone. You must try out different things until
you gradually figure out what is the most effective. You will get better at predicting
what works and what doesn’t over time, but remember that social media is in a
constant state of flux, so adaptability, curiosity and the willingness to experiment is
the key to successful ad implementation.
Remember this: For each ad or boosted post, you first need to decide your objective.
Then, set a daily budget, audience, length of time and placement for your ad.
Facebook has many options when it comes to advertising, but by narrowing your
audience and choosing strategized placement, you can have a successful ad.
Social Media Ads Checklist
1. Well-defined objective
2. Targeted audience
3. Compelling title
4. Relevant image or video
5. Irresistible offer (something of value to the audience)
6. Clear call to action, e.g., request a free consultation, register today, sign up, find
out more, etc.
7. “Social Proof” to raise validity and generate interest. Social Proof is measured by
how many reactions, comments, shares and likes are received.
Other Tips for Successful Social Media Advertising
Use strong visuals and have the least amount of text possible
Offer a free consultation before charging for client services
“Free” and “Secret” are great words to use in ads
Be authentic, open, and show your personality with your audience, while still
remaining professional
Create your personal brand
Experiment and see what types of ads are successful and which ones aren’t
Social Media Resources
Canva and Adobe Spark – Great applications used to create and find copyright-
free images
Shakr – Great application used to make videos (video will be the future of
marketing)
Sprout Social, Hootsuite, Buffer – Once you’ve found and begun using your
chosen platforms, you can schedule, publish and analyze your posts with a social
media management application of your choice, if you deem it necessary. These
are three of the most popular ones.
Commonly Used Web Hosting / Website Services
SiteGround
iPage
Bluehost
GoDaddy
HostGator
Squarespace
Wix
WordPress – a platform used for blogging and building websites. Most hosting
companies offer access to WordPress.

Commonly Used Online Resources for Social Media Management
http://sproutsocial.com/insights/social-media-marketing-books/
http://www.blogtyrant.com/social-media-small-business/
https://www.searchenginejournal.com/spend-better-be-better-basics-for-the-
facebook-ads-beginner/170183/
Disclaimer: This document offers general guidelines and social media best practices.
It is provided for informational purposes only. Use of these resources does not
guarantee success, and students are strongly encouraged to do their own research
on recommendations and resources listed to find out what best suits their needs.
Glossary of Social Media Terms
Boost a Post: The act of going to a post already created in Facebook and clicking
“Boost Post” in the lower-right corner, if it is successful or predicted that it may be of
interest. An audience, budget and length of time are chosen based on projected
audience reach.
Brand Awareness: The extent to which consumers are familiar with the distinctive
qualities or image of a particular brand of goods or services.
Content Marketing: The marketing and business process for creating and
distributing relevant and valuable content to attract, acquire, and engage a clearly
defined and understood target audience – with the objective of driving profitable
customer action.
Conversion: The measurement of the success of a paid inclusion campaign (see

definition below). A conversion rate is measured by the number of potential visitors
performing the desired action, whether the action is buying a product, filling out a
form or some other goal of the Web page.
Establish Culture: The act of creating a system of shared assumptions, values and
beliefs, which govern how the business is perceived.
Hashtag: A word or phrase preceded by a hash mark (#), used within a message to
identify a keyword or topic of interest and facilitate a search for it.
Keyword: A word or phrase (most effective if visible on your website) that describes
a product or service. It’s typically a phrase of two or three words, identified as one,
which potential customers use when searching the internet. Keywords can be used in
hashtags and general Internet search. In order for the search engine indexes to offer
your Web page as a relevant result to searching customers, this word or phrase must
appear visibly in your site and ideally in the source code (aka “metatags”) of your
Web page.
Paid inclusion campaign: A marketing method in which a website pays a fee to a

search engine that guarantees that the site will be displayed in the returned search
results for specific search terms or keywords. This is also called pay-per-click.
Personal Brand: The ongoing process of establishing a prescribed image or

impression in the mind of others about an individual, group or organization. “Personal
branding” is the act of marketing oneself as a brand.
ROI (Return on Investment): This measures the gain or loss generated on an

investment relative to the amount of money invested.
Search Engine: A computer program that is used to look for information on the
Internet.
Social Media: Websites and applications that enable users to create and share
content or to participate in social networking.
Social Proof: In social media, this is measured by how many reactions, comments,
shares and likes are received. It raises validity and generates interest.
Viral Buzz (Buzz Marketing): A technique that focuses on maximizing the word-of-
mouth potential of a campaign, business or product.
Website Click: These clicks count the total number of times your ad is influencing
traffic to your website URL.
Additional Online Outlets
There are several other ways to add to your Web presence. Remember that your
website is the centerpiece, and each of these can lead people back to your website,
where they can get more information about you and contact you to investigate
coaching.
Blogs
A blog is a great way to share ideas and resources with your client base. By writing a
blog on a regular basis, you stay in front of your audience. When they’re considering
a coach, they will already have a connection with you.
Posting Articles
If you’re writing articles for an e-zine, blog or print medium, you can also post them
on article sites such as ezinearticles.com and selfgrowth.com. In your byline, be sure
to include a link to your website.
Posting Videos on YouTube
If you enjoy presenting, you might create a YouTube channel and post videos of
interest to your target audience. Keep them fairly short and, again, get them back to
your website. Your videos don’t have to be studio quality, but make sure they’re clear
and don’t have distracting backgrounds, and that you present yourself professionally.
Online Listings and Memberships
There are many online listing services that include coaches, as well as organizations
that include a member listing. These can be coaching-related, self-help sites or sites
related to your coaching focuses. Some require payment; some are free. Use your
discretion as to whether the investment is cost-effective for you based on the
amount of exposure it will bring you.
Referrals
A Successful Method to Get Referrals From Doctors, Ministers, Therapists, etc.
By Anyaa McAndrew
One of the best ways to build your coaching business is to establish relationships
with effective referral sources. Most people assume that if they meet with or talk to
someone one time, the person will start making referrals. Not necessarily so. Here’s a
system for developing referral systems that work. Use any or all of the following
steps:
Call to schedule a meeting with your referral source.
Optional: Send information on your services. During your first phone contact, you
may let them know that information on your services is on its way, or refer them
to your website.
Meet with your referral source.
Acknowledge them for their work. If possible, create a win-win relationship. Is there a
way you can refer clients to this person (this is called “reciprocal” referrals) or
support them in any way? If so, make mention of this.
Ask if you can leave brochures and/or business cards in their waiting room.
Send the referral source a thank you note for meeting with you.
Call the referral source back.
Tell them that you’d like to make sure they feel comfortable referring to you. For the
month of __________ or until __________, you’d be glad to see someone they
know free of charge for their first appointment. By doing this, you’re giving them a
reason to make a referral now. Urgency is often important in getting people to take
action.
If you receive a referral for a free appointment, send a thank you note.
Call your referral source and let them know if you’re doing a workshop.
If your referral source sends someone to your workshop, send a thank you note.
If you see an article, workshop or piece of information you think your referral
source would be interested in, send it with a note.

Call from time to time, say hello. Make reference to interests, families, things you
discussed.
At holiday time, remember them with a nice note or (if they’re referring a lot of
people) an appropriate gift.
In other words, develop a long-term relationship. Yes, this takes a lot of time, but it is
well worth it. Start by contacting five to ten people at a time. Focus on these five to
ten people and have great follow-through. Then, when you’re ready, contact the next
five to ten people. This effort in getting your practice going will bring referrals for a
long time to come.
Getting Referrals from other Professionals
Anyaa’s Marketing Plan
Recently, one of our consultants created a very successful marketing plan that
worked. In its simplicity, the key was to develop a relationship with the administrator
or assistant of a professional whose clientele is compatible with yours. That contact
was followed through, leads were generated and clients came into her practice. The
following summary will illustrate this simple system that could feed your practice.
1. Go through the phone book or Internet and locate the office phone and address.
2. Phone the office and speak to the reception/assistant. Get their name, introduce
yourself and ask if they could send you information on their practice, if you haven’t
found it on the Internet. Verify the practitioner’s name and address. Also, get
whatever other information the assistant could gather on that particular practice,
e.g., size, modalities, etc. Mention that you may be a source of referrals for their
business as well.
3. Mail or email a letter to the assistant (see the following page for a sample).
4. Follow up two weeks later. Speak to the assistant. Ask for an appointment or to
speak to the practitioner directly, in person or on the phone.
5. Meet with the practitioner and/or assistant. Take in your fee schedule and
brochure with information about yourself and your practice.
JANE DOE COACHING
274 Main Street, Suite 407
Any City, ST 11111
999-555-5555
janedoe@xmail.com
June 5, 2021
Sally Smith, Administrative Assistant
George Spelvin Family Law
684 Main Street, Suite 222
Any City, ST 11111
Dear Sally,
Thank you for taking the time to speak with me on the phone today. Please find
enclosed the information I promised to send you.
I am a Certified Life Coach practicing in Any City for 5 years. Thanks to technology, I
am able to work with clients anywhere in the world. Life Coaching is a fairly new
profession, but it has proven to be immensely helpful to people in clarifying new life
directions and following through to achieve their goals.
While I help clients with many aspects of their lives, one of my specialties is working
with women who are going through, or who have gone through, divorce, helping
them to find a new life direction. I realize that in working with this population, many
life and emotional issues come up that are outside the scope of your work. As a Life
Coach, I can help your clients with such issues as finding work or a clarifying new
career path, recreating their social life, learning to handle their finances, creating a
new identity and rebuilding their self-esteem.
I would welcome the opportunity to spend 20 minutes with you and/or Mr. Spelvin to
share more about how I could be a beneficial resource for your client base, so that
you might feel more comfortable referring appropriate clients to me. I will call your
office next week to schedule a time, or you can reach me at 999-555-5555.
I look forward to meeting you and seeing how we can create a mutually beneficial
relationship. I will appreciate your referrals, and also hope to learn more about how I
can support your work in the community.
Sincerely,
Jane Doe, CLC

Getting Referrals from Family Attorneys
Jim Schumaker, a graduate of the Life Purpose Institute training program, is
targeting his marketing on family law attorneys. He approached a firm with 40
attorneys, hoping to get referrals from all of them. The good thing about getting
referrals from attorneys is that their clients are used to paying high fees (attorneys
charge an average of $300 per hour).
Here are a few ways Jim sold his services to attorneys:
This is a value-added service for your clients.
It shows that you care about your clients, even after you have provided legal
services to them.
They will have a better frame of mind after working with me (and be easier for
you to work with!). They will have a more positive outlook and feel more in control
of their lives.
As opposed to traditional counseling, this process helps the client find exactly
what they want to do and helps them transition into their new life.
Jim may also have the opportunity to do seminars with law firms for their existing or
past clients. The topic I recommended is: “LIFE AFTER DIVORCE.” Focus on other life
goals and life changes that happen after divorce, as well as new career directions.
I also recommend writing a brochure entitled: “LIFE AFTER DIVORCE.” Focus not only
on career changes, but life goals and other life changes after divorce. Put these in
as many attorneys’ waiting rooms as possible.
How to Get Referrals from your Clients
Jan Hardy of Anchorage, Alaska, has built her coaching practice largely by referrals. I
asked her how she has been able to get the referrals.
Jan said that first she works with a client until they are satisfied with the work and it
brings excellent results. Then, she suggests that they might know people who are in a
similar situation who could use this kind of help. She hands them cards and brochures
to share with others.
Other pointers Jan gives for marketing are not to be shy, constantly talk to people
about what you do, and leave your brochures everywhere. It is amazing how many
doctors’ offices and business offices will allow you to leave your brochures. In
addition, many holistic centers, markets, and bookstores have bulletin boards or
tables where you can leave materials.

Sample Marketing Materials and Strategies
MPORTANT INFORMATION FOR ALL GRADUATES

I
Please note that per our contract or any information provided in the Certification
Program, you must credit the Life Purpose Institute.
This is required in all contexts, whether written or oral, especially in:
1. Brochures: use our blurb below or submit your own for approval
2. Articles: either as content or as a footnote or endnote
3. Radio appearances over 5 minutes
4. Workshops and classes: It must be noted that materials and handouts are used
with permission, and students must sign a copyright agreement (see the
Confidentiality / Copyright Agreement in the Speeches, Groups and Workshops
chapter M)
5. Talks over 20 minutes
Please use the following statement:
___________________________ is a Certified Life and Spiritual Coach (CSC
and CLC). S/he is certified to provide The Life Purpose Institute Coaching Process© ,
which was created by the Life Purpose Institute. This process has been successfully
utilized since 1984 with over two million people worldwide.
How to Get Started Marketing Your Practice
by Eve Bradshaw, Graduate
Creating Brochures, Flyers and Advertising:
We have included a few examples of brochures, flyers and ads that can be
incorporated into your advertising program. Mix and match verbiage that speaks to
you. Remember, your marketing plan is unique to you. Considering your financial
budget, pick and choose those forms of marketing that suit your own style of
communication.
Be creative, experiment with layout, say what comes from your heart and your own
experience in working with others. You will be surprised at how much experience you
already have in marketing yourself and your practice once you get started.
Run your ideas by a partner or associate for feedback. No one can create your ads
and advertising better than you can. Get to know your community and your
audience, so you will have confidence that your workshop, seminar and private
sessions will be of interest to a wide cross-section of people. People who are
working, non-working, retired, down-sized and experiencing layoffs, even college
students confused about their future, can all benefit from your practice. Always
consider who your primary market is and who you are speaking to when writing your
ads. Vision your future clients reading your ad and saying to themselves, “That's
exactly the type of help I need.”
Take some time, and remember what it felt like the last time you were looking to
make a change. What were the issues surrounding that period?
Take your own experience of transition and write about it. Develop your own story, so
you can share your authentic experience with future clients. Remember that people
buy, hire and work with people they can relate to and trust. Convey your heartfelt
interest in this wonderful field, and they will want to work with you.
Advertising: Creating Your Own Ad Campaign
Test Your Market
Always start off small. Look at your finances and be realistic about what your
advertising budget is. You can always add more ads to support a larger budget
when your practice takes off.
Call your local community newspapers first. Ask for prices for classified ads. We have
found that a 25 – 30 word ad, properly written, at a cost of $15 – 30 can be just as
effective as a 60 – 100 word ad costing two to three times that amount. Run your ad
at least three times to test that market and keep track of the incoming calls from
each ad. (See the Ad Tracking Form example on the following page.)
Researching newspapers and magazines can be done over the phone or Internet by
requesting a media kit with rate cards, deadlines and guidelines. Ask if they have a
free calendar section in which you can post the dates of your workshops and
seminars.
Ask for the editor’s name, so you can get your article published. Consider the timing.
The best period would be an edition just prior to a scheduled workshop. Set up an
appointment to meet the editor in person (or by phone or videoconference), so you
can share firsthand about the focus of your workshop.
Always stress, to anyone you come in contact with, how unique, powerful and timely
the work is. Life Coaching is one of the hottest fields of interest today. If you present
it properly, with sincere enthusiasm and confidence, they will want to interview you
and/or print your article.
Track Your Ad $ and Success
Set up a template for tracking who, when, how much and how often you’re
contacted for each publication you have advertised in. In that way, you will be able
to quickly tell which ads and which papers are cost-effective. You can even assign a
code to each ad to make it easier to track. Every week, note the number of calls
received. You can do this on paper or set up an Excel file. Use a form such as the
one on the following page.
Ad Tracking Form
Publication/Code: _____________________________
Contact: ____________________________________
Address: ____________________________________
Phone: _____________________________________
Fax: _______________________________________
E-Mail: _____________________________________
Date Placed: ________________________________
Type of Ad (Class/Disp*) _______________________
Deadline Date: _______________________________
Cost: ______________________________________
Publish Date: ________________________________ Run/Confirmed
Date: ______________________________________
Renewed: ________________ Calls Received on Ad: ______________
* Classified or Display
Networking
Business Cards
When you find yourself in any business, community or social setting, always be
prepared to hand out your business card. Remember to ask for their card as well, and,
before leaving, make notes on the back of the card as to where and when you met
and what was discussed during that introduction. Months later, as you go through
your cards, you will be glad you developed this simple habit. Without proper notation,
it is difficult to recall the connection. You will be surprised at how well you will be
received by that person when you refer to specific comments discussed during your
meeting.
File your cards alphabetically in a card file by industry/business. It is always easier to
remember that James Smith was an insurance agent vs. his last name. You can also
file business cards electronically by scanning the cards with a business card reader,
or enter the information into an Excel file, where you can do keyword searches.
Building and Maintaining Your Master List
Virtually everyone you know could be a potential client or know someone who could
use your services. Begin with making a master list of everyone you know. Categorize
by groups, e.g., family, business associates, church friends, members of community
organizations. As you create your list, speak to them; be sure to get correct addresses
(and/or email addresses) and phone numbers for your master list database. When you
do a workshop or seminar, mailings can be done quickly from your database file. Be
sure to list the industry/business category your contact is from, so that you will have a
reference and the ability to name-drop to other clients their field.
Sending Information
Never leave a new contact without asking if you could send them information on your
practice. You never know when they may know of someone needing your services.
Always follow up with your mailing within three days. Be sure to include a handwritten
note on your flyer or letter referring to your previous meeting, or email information
with a personal note.Follow up with a phone call three days later, verifying that they
received your information. (See “How to Use the Phone and Set Appointments”
below.)
Referrals
After you have made contact with professionals who would be sources for referrals, be
sure to let them know that referrals work both ways and you are looking forward to
working with them by referring your clients to their practice or field. Let them know
how common it is that people talk about the transitions they are experiencing, and
that there is a solution and help available to clarify a direction for their clients. Give
them a stack of your brochures or business cards and visualize them handing them out
when people mention their situation.
Be sure to always follow up with a thank you card when a referral comes in. There is no
greater compliment than being appreciated in a timely fashion when someone sends
you referrals. Be sure to send them referrals from your database as well, whenever
possible.
How to Use the Phone and Set Appointments
The phone can be your best marketing tool if used properly. Learn to set aside specific
times each day to return and initiate calls. Voicemail systems are invaluable if you
prepare a comprehensive message that can give your caller enough information to
satisfy them until you are able to return their call.
Create a Phone Script
A successful relationship starts from the first moment you pick up the phone to say
“hello.” In the beginning, you may want to create a simple phone script that you can
use as a template in getting through the initial stages of introducing your practice.
When you are first in contact with a potential client, you can reduce your anxiety by
having an idea of where you want to go in your conversation.
1. Ask them where they heard of you: ad, referral, flyer? Be sure to mark
information down on your Prospect Tracking Form (see page O-43), or keep track
of prospects in an Excel file. Ask questions such as:
Example: “What was it about my ad that caught your attention?”
Ask the next questions based on their answers. Ask if they have ever gone to a
coach before. If so, what was it like?

2. Ask if they are currently working, etc. That question alone should get you engaged in
what their level of interest is. Say at this point, "Let me tell you about the Life Purpose
Institute Coaching Method. The process was developed in 1984 for people just like you.
It has now been used with over twp million people.” Describe your work to them and
ask if they have any questions.
Be sure to answer all their questions, and continue to ask if they have any more questions
before you go on.
Example: “In the first hour, we'll get started on the process, and I'll be gathering information
on your background and what you are looking for in your ideal life and career. If we need
to go beyond that initial hour, would you be able to do that?”
The person will usually ask how much it would cost at that point; quote your rate. Also,
quote a package rate that makes sense to you, considering your hourly rate. If they are
unable to pay the amount you have quoted, provide them with alternative resources (e.g.,
books or self-help resources) or refer them to the Life Purpose Institute to be practice
clients for coaching students.
Setting the Appointment
Your assumption that your conversation will create the appointment is important. Believe
that anyone you speak with could be a future client, and that that conversation will lead to
the next series of questions.
Remember: nothing gets sold until someone asks for the appointment. Your time is
valuable, so let them know when you’re available, so you can match a convenient time for
both of you.
Example: “When are you available for an appointment? Let me tell you what my schedule is:
“My hours are: 11 am – 9 pm Tue./Wed./Thurs. 11 am – 6 pm Fri./Sat.
“When would be a convenient time for you? Is a weekday or weekend better? Can you
come during the day, or are evening hours better for you?”
Remember to pause after each question. Allow your client to answer and tell you what the
next step is for them.
Prospect Tracking Form
Use this form (or an Excel file) to track incoming calls from new clients.
Name: ____________________________________________________
Address: ___________________________________________________
Phone: (h) _______________________ (w) _______________________
(c) ________________________
E-mail: _____________________________________________________
Availability: __________________________________________________
Referred by/Workshop attended: __________________________________
Industry/Business/Profession: _____________________________________
Initial Call Date: _______________________________________________
Notes:
Follow-Up:
Date Action taken/notes (info sent, made appointment, etc.)
____________ __________________________________________
____________ __________________________________________
____________ __________________________________________
Postcard Sample 1 Front
Postcard Sample 1 Back
Postcard Sample 2 Front
Postcard Sample 2 Back
Additional Marketing Resources
Some books on marketing that are specific to coaches include:
Creative Marketing Tools for Coaches, by Sharon Good
Marketing Essentials For Coaches, by Steve Mitten
Four Steps To Building A Profitable Coaching Practice: A Complete Marketing
Resource Guide For Coaches, by Deborah Brown-Volkman
Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting
More Clients Than You Can Handle Even if You Hate Marketing and Selling, by
Michael Port
Getting Started in Personal and Executive Coaching: How to Create a Thriving
Coaching Practice, by Stephen G. Fairley
Multiple Streams of Coaching Income, by Andrea J. Lee
Get Clients Now!: A 28-day Marketing Program for Professionals, Consultants,
And Coaches, by C. J. Hayden
The Successful Coach: Insider Secrets to Becoming a Top Coach, by Terri Levine,
Larina Kase, and Joe Vitale
The Business and Practice of Coaching: Finding Your Niche, Making Money, and
Attracting Ideal Clients, by Lynn Grodzki and Wendy Allen
Niche Marketing for Coaches: A Practical Handbook for Building a Life Coaching,
Executive Coaching or Business Coaching Practice, by Hannah McNamara
The Prosperous Coach, by Steve Chandler and Rich Litvin
You, Inc.: The Art of Selling Yourself, by Harry Beckwith and Christine K. Clifford
Love-Based Online Marketing: Campaigns to Grow a Business You Love AND That
Loves You Back, by Michele PW (Pariza Wacek)
Groups
How big should my group be?
Groups can be different sizes:
Small, intimate groups — a group of 4 to 6 people, which allows the participants to
get to know each other and provides time for each person to participate at each
session.
Large groups — with groups of 12 or more, in order to maintain connection and
intimacy, break the large group into smaller support groups of 3 or 4 people who
work as a team.
Virtual groups — meet with a small group online. This allows you to expand your
group beyond your local area.
Groups can meet weekly, biweekly or monthly. The session may last from an hour or 2 for
a small group up to 3 hours for a large group. Groups that meet by video conference
½ hours, 2 hours at most.

work best for 1 to 1
How do I market a group?
If you know a lot of people, you can begin by offering the first session free. Have
refreshments, a social or networking hour and maybe door prizes, along with a lecture or
sample session. From there, invite people to make an ongoing commitment to a series.
If your topic is marketable enough and people are clear on the value – for example,
people with a specific need or challenge – the first session does not need to be free.
You can have them commit to the series right from the start.
If you don’t know a lot of people, you will have to give “teaser” talks at a number of
places or contact referral sources that can send you a number of clients.
To do a “teaser” talk, you need to go beyond just giving inspiration and great ideas. You
must help those listening get in touch with their issues and problems and establish a
need for your group, which offers the solution. For example, your talk to a women’s
group might be: Life Makeover in 30 Days or Less.

In your talk:
1. Clarify the problem areas. You may have the audience fill out the Life Satisfaction
form or the Life Wheel from the Discovery Session (see chapter C).
2. Acknowledge the blocks and hindrances to having the fulfilling life they want.
Address obstacles that are getting in their way and give examples. If you have time,
demonstrate a Blocks technique, such as Voice Dialogue.
3. Make sure that throughout the talk, you talk about clients you’ve helped and your
coaching group. Point out that you’re just starting the process tonight, and that
through your group (or one-on-one coaching), you have numerous tools to help
people work through these issues.
4. Finish with a call to action and a time-limited offer. You might have them
complete an Interest Survey (see page O-XX) and offer a discount if they sign up by
a certain date.
If your group is ongoing, you will need to continue marketing on a regular basis to
replace people who drop out. For time-limited groups, you will need to do marketing
each time you plan to run the group.
How do I enroll and charge participants?
If possible, have clients enroll in the group for a block of time, such as 6 monthly
meetings or 3 months of weekly or biweekly meetings. It’s important that participants
commit up front, so they don’t use lack of funds as an excuse to skip a meeting or
drop out. They’re more likely to stay with it and attend consistently if they’ve made a
financial commitment.
With groups, you can charge each person less than they would pay for private
coaching. With a large group, you can charge a reasonable fee and still make
considerably more than your hourly rate. For example, your hourly rate is $100. For a
2-hour group, you might charge $50 each for 12 people, giving you $600 per session,
or an hourly rate of $300. A series of 6 sessions would be $300 per person, for a total
income of $3,600. Or be bold and charge $75 per session, for a total income of
$5,400!
With a smaller group, you would charge a higher rate. A group of 6 at $75 per
session would give you a total of $2,700, or $450 per session, or $225 per hour for a
2-hour group.
Group Examples
Success Group: Achieve 100% of Your Goals in 6 Weeks or Less!
This is a wonderful group you can lead to support people in achieving their goals.
When our director, Fern Gorin, did these groups, she had 20 people paying $399
each for a 6-week group, which equals about $8,000. People achieved 95% of their
goals.
To fill this group, we recommend doing a free first evening and inviting those you
know, as well as their friends and contacts. You might also promote this through your
Social Media. At this free gathering, we recommend that you serve food, make it a
social time, where people can connect and network together. Give your promotional
talk about the Success Group and offer a discounted rate if they sign up that
evening.
To begin the group, have each member determine 3 goals they’d like to work on in
the 6 – 8 week support group. Divide members into teams of 3 to 6 members. The
format of the group is as follows:
First Meeting
Warm-ups
Introductions
Explanation of SMART Goals and action steps
Techniques to accomplish your goals during the 6-week class
Meeting in teams
Time of sharing with team
Determine beginning action steps toward goal
Each person picks a buddy to support them during the week

All Meetings (except first and last)
Team members write statistics on the board or in Google Docs if it’s an online group —
the percentage of action steps actually taken. For example, the goal was to exercise
3 times and write 3 times; they did 5 of 6 commitments, so they received 83%.
Winning team gets a prize
Group sharing
Lecture and discussion on any topic of interest. You decide or have the group decide
on interest areas; for example: relationships, change, blocks, transitions, health and
wellness etc. Your other choice is to provide inspirational tools. This is where you can
use your creativity.
Time with their team
Sharing about goals and action steps
Support from their team
Determine specific action steps for next week
Final Meeting
Do the regular format from All Meetings
Team time includes sharing successes and results from participating in About Success
Closing ceremony – candle lighting or guided visualization
Working Moms Empowerment Group
Each week, we’ll deal with a topic that moms deal with on a daily basis. There will be a
lecture and interactive exercises, as well as time for moms to share their best approaches
to these common challenges.
Some of the topics we’ll discuss include:
1) Juggling It All – Balancing Work and Family
2) Managing Your Stress and Creating More Peace
3) The Art and Science of Being a Great Parent
4) Best Strategies for Dealing With Your Kids’ Behavioral Problems
5) How the Heck Do I Take Care of Myself When There’s No Time For Me?
6) Letting Go of the Pressures You Put On Yourself
Speeches and Workshops
Following are a number of samples of speeches and workshops. These are offered for you
to use or adapt for your own purposes. For example, the speech If you’re not focusing on
your these topics, adapt the materials to fit your subject matter.
Speeches and mini-workshops usually have an introduction, philosophy, group
participation and exercises, education about and promotion of your services and a
conclusion.
Make sure that you not only have an interesting talk, but that it fully markets your services.
You can give the most wonderful presentation, but if people don’t sign up immediately for
coaching sessions, you’ve left out some essential ingredients from your talk, such as:
Making mention of your coaching services throughout the talk
Giving them a “teaser” so they want more (if you give too much, they won’t need
more)
Demonstrating your expertise:
Talking about some clients you’ve had. “I had a client who…”
Using the phrase: “Coaching is known for amazing results, helping people move
forward in their lives, making changes that otherwise have been difficult to make.
Giving a time-limited offer, so they’ll sign up now rather than later for a coaching
session or follow-up workshop
Having the audience "sit in their pain" by checking off from a list the issues that apply
to them
Selling indirectly rather than directly for most of the talk. Use lines like:
“One of the things coaching is known for is …,”
“I have a client who …,”
“This is one of many techniques I use for …,”
“One of the things I like to do with my coaching clients is …,”
One of the things I found works for my coaching clients is …,” etc.
Customizing Your Own Speech or Workshop
Review the teaser talks and workshops that follow and pick out content that is
appropriate for your speech or workshop.
Develop your own assessment form that would spell out your target market's issues and
help them "sit with their pain." For example, a parenting coach would list out issues that
parents face. If your specialty is moving through crisis, change and transition, you would
list the major life changes. If you’re coaching women in mid-life, you would list all the
issues midlife women face.
Pick out “pain points” from the assessment that you could touch upon in your speech.
Find some really interesting points to share about your topic. You can get ideas from book
titles, chapter titles and content, as well as searching online or the content of this manual
to get a few ideas.
How to Navigate More Smoothly Through Your Life Transitions
(uses similar content to the previous speech)
Summary of segments:
1) Life assessment
2) Audience involvement
3) Tell yourself the truth
4) Get clear on what you want and where you’re really headed
5) Work through blocks
6) Look at your possibilities
7) Additional informational or inspirational points you want to make
8) Develop a plan
9) Fun exercise: Have you seen ________?

10) Give your information and sell your services
1) Life assessment
Use the assessment provided on life transitions (see page C-25 or make up your
own). Have the audience complete their assessment prior to or first thing in the
presentation.
2) Audience involvement
Ask, "How many of you checked off 2 things? Five things? Ten things?" Then say," it
seems like a lot of you want to make changes in your life."
Optional: If it’s appropriate for a speech or short workshop and time permits, you
may want to have people share with a partner the things they want to change. Next,
have them share how not making these changes is negatively impacting their life.
Then, get the whole group together and have some members of the audience share.
The rest of this talk or short workshop is mostly scripted for you. The script is
indicated by the use of italics.

3) Tell yourself the truth
You have to be honest with yourself to make the changes you need to make. One
great saying is, "If you ignore the weeds, they'll take over your lawn."
Note: Steps 1, 2 and 3 help your audience "sit with their pain" and get in touch with
the things they want to change.
4) Get clear on what you really want
You need to get in touch with what you envision and what you want to create in your
life.
One way to get clear is to look at experiences in your life that made you feel
satisfied. There are special times or “magical moments” when you are fully present,
really satisfied, when times stops. I call these Times of Ecstatic Engagement.
Who would be willing to come up and share a magical moment or a Time of Ecstatic
Engagement?
Have the person share their Time of Ecstatic Engagement.
Ask:
What made that experience enjoyable for you?
What else made that experience enjoyable for you?
Of all the moments in your life, what made that one stand out?
What does this experience reflect about you?
Demonstrate how “psychic” you are. Pull out Components.
Optional: If it’s appropriate for a speech or short workshop and time permits, have
participants turn to a partner.
I'd like you to share a magical moment or Time of Ecstatic Engagement. Tell your
partner what you want or need in your ideal life that you see from this experience.
Partner, you share what you see that experience means for the person. We’re looking
for Components that might be part of someone’s ideal life or career. There's no right
or wrong here. This will help clarify what you want or need in your life now.
Follow the partner exercise with audience participation. Have people share what
they discovered.
One of the things I do with clients is to take them through a thorough Self-
Exploration process, which includes numerous handouts and processes. This is just
one of those exercises.
5) Work through blocks
What stops people from making changes are practical things and emotional things.
Practical things are things like having the time or the money to do what you want to
do. Emotional things are things like fears, doubts and insecurities.
Optional: Have participants write them down and then share with a partner
As you think about things that stop people from moving forward, what comes to
mind?
For example, do you doubt that you can change something because you tried before
and didn't change it, and you fear you'll fail again? What else comes to mind?
Optional: You can do this in different ways – group sharing; a writing exercise; or
after group participation, have people share their blocks, fears and insecurities with
partners or in small groups.
Next, share your theory about blocks. Here are two examples.
Fears, doubts and insecurities are something most people experience at one time or
another. One of the things I do with clients is to use powerful tools that help them
work through anything that’s holding them back. I’d like to bring someone up here
and give you an example of one of the tools I use. Who has a fear, doubt or insecurity
they’d like to work through?

Here, you might demonstrate challenging a belief or fear with someone. Some
coaches demonstrate Voice Dialogue in front of the room, but you have to make sure
you have a good person to demo with before you start asking for volunteers. Choose
someone who is not too verbose, dramatic or intense or who has a very complex
issue. If you’ve been interacting with the audience, you can invite someone you’ve
already spoken with.
6) Look at your possibilities
Next, we look at possibilities. I love to help people design or redesign their life by
exploring new possibilities.
We talked earlier about Components – aspects of what you want. We keep
uncovering all the Components until that’s complete. Then, we look at different life
possibilities that incorporate your Components.
Give examples. Use your own stories or the one that follows, or refer to the book,
Finding Your Perfect Work, by Paul and Sarah Edwards, for career stories.
An example of designing or redesigning your life is a woman who came to coaching
because she wanted to move to the Bahamas and wanted help with her transition.
She was a high-powered executive who wanted a more leisurely life. She wanted to
move so that she could be in nature more, do her artwork and hang out with people
in a relaxed way without deadlines and pressures.
Through coaching, she started by scheduling time in nature, bought a convertible so
she could be more in touch with nature, took art classes, and took a job as a
recruiter, where she could schedule her own time and spend as much time as she
wanted with her clients.
Her desire to move to the Bahamas completely left her, as she had met all the needs
she had. So, in coaching, we explore all the possibilities and help people design or
redesign their lives. I like to work with people creatively and help them look at
possibilities inside and outside the box.
Give examples of choices people could make to redesign their life. You might use
the handout, “Choices You Can Make to Design Your Life,” on page I-XX.
7) Additional informational or inspirational points you want to make
Beef this talk up and make it your own. Add your insights and provide other
information or tools that you use that could be helpful to your participants.
8) Develop a plan
Do a review of the talk so far, the steps you’ve covered.
The next step is to develop a plan. Perhaps you've thought of steps you could take to
improve your life. I'd like you to write down 1 – 3 action steps you could take this
month to start your life makeover.
Optional, If appropriate: I'd like you to share this with a new partner. (Or you could
do this in small groups.)
Take shares from the group.
9) Fun exercise: Have you seen________?
This is another exercise to do with a partner. Each person talks about themself as if
they were a third party.
For example: “Have you seen [use your name]? She looks fantastic. She just lost 25
pounds and right after that met the love of her life!”
As the partner, you “egg them on” and encourage them: “Yes, I heard that she does
look amazing. How did she do it so quickly? I also heard she got a promotion. What
did you hear about that?”
10) Give your information and sell your services
Tell participants about your services, how you can help them to continue the process
you started in the talk or workshop.

Offer them a special rate for signing up for appointments or classes at that time (or
within a week). Make sure that you have contact information for all of those
interested in speaking to you. It may be appropriate to have them fill out an interest
survey or sign up for your mailing list (you might pass around a sign-up sheet on a
clipboard).
Hand out your materials or make them available on a table.
7 Effective Strategies for Combating Daily Stress
1) Give participants a handout or assessment form that you create. You might
use items such as:
Are you overwhelmed with too much to do?
Are you facing challenges with family, friends or co-workers?
Are you unhappy in your job?
Are you struggling with marital issues?
Do you worry about finances?
Are unresolved fears or insecurities holding you back?
Are you struggling with illness?
Are you caring for elderly parents?
Have you lost a loved one?
Are you facing a life challenge, such as divorce, job change or loss,
moving, having a baby, etc.?
Are you neglecting your personal needs or self-care?
2) Introduction
Please take a moment, if you haven’t already, to fill out the form, checking off which
items make you stressed.
Ask the group, How many of you checked off 1 item? 5 items? 8 items? Yes, so a lot
of you have some stress and challenges in your life.
Have participants turn to a partner for sharing.
Please turn to a partner and share for two minutes each what specifically is stressful
for you in your life. It could either be on the form I gave you or something else you’d
like to share. Please share whatever feels comfortable for you to share. Switch after
2 minutes.
Let me hear from a few of you. What is stressing you out?

3) Share coping strategies
We’re going to go over 7 strategies for coping with everyday stress and challenges.
1. The first strategy for coping with stress is telling the truth about it. You have to
acknowledge a problem before you can fix it. There’s a great saying: If you
ignore the weeds, they’ll take over your yard.
2. The next strategy is to notice your reaction to stress. Does your body get
stressed and tight? Do you stop breathing? Do you start raising your voice or
speaking faster? Do you feel yourself start racing around, either mentally or
physically?
Take some shares:
What are some people’s reactions to getting stressed? Anyone?
Optional: Please turn to a partner and share your reaction to stress.
3. Next, do something physically to reduce the stress. As you notice your reaction
to stress, you might find you will naturally do something different to move out of
the stress. You might move your shoulders around to loosen them or take some
nice deep breaths. You might stop racing around or lower your voice, to name a
few.
Take a moment to see what you can do to feel more relaxed. Have participants
move their body or whatever they need to do.
One of the things I work on with my clients is how to move out of their typical
stress reaction and maintain a peaceful, centered place at all times. This is one
of the hardest and most important things someone can do for themself.
4. Fourth, identify if the stress is coming from something internally – your own
fears, doubts or insecurities – or from things externally that need to be
addressed – a problem to be resolved, a list of to-dos, an action that must be
taken.
It’s very different to address something inside you than an issue that needs
resolution. For example: if you worry a lot about something, that’s different from
a project that has a deadline you need to meet. Or, you’re afraid that at your
holiday gathering, your family might not get along versus you haven’t planned the
gathering yet.
Let me talk more about the inner and outer, so this will become more clear. Our inner
world determines how we will respond to something and the amount of stress we will
start experiencing. If, for example, someone believes they have to be perfect, then
they will start experiencing stress to meet their own expectations. If someone is
afraid all the time that something will go wrong, they will always be on guard, and
their body will tense up.
Coaching is known for helping people work on ways of thinking that no longer serve
them. There are numerous techniques I use to help people work through their blocks,
fears and insecurities.
I had a client who was worried all the time about what other people were thinking
about her. She realized that her thinking made her feel like she was walking on
eggshells around people, so in her being so self-conscious, she would not be and do
her best around people. We did a lot of coaching around that, and one thing she
ended up saying to herself over and over was to “let the chips fall where they may.”
She was going to do and be her best, and people would respond however they did.
She had grown tired of always watching her behavior and trying to be perfect
around other people.
Some things that bring us stress are internal and self-created. Some things are
tangible, practical things to be resolved. Let me give you some examples:
You have a list of things you must do that is too long.
You have a large work project to accomplish.
You have elderly parents, and you must decide what to do with their care.
The job or business you’re in has changed, and you need to accommodate that.
Welcome to life, right? Always constant changes. I think this is why coaching is so
popular. No one gave us a handbook on how to navigate life, and so, a coach helps
you explore options and come up with the best solutions to difficult problems.
Examine where your stress is coming from. Is it coming from something internal or
something that’s a practical issue that needs to be sorted out? You’ve heard the
saying about getting out of your own way. And yet that’s what most people do to
themselves – they get in their own way.
I gave you an assessment that looks at how you might be getting in your way. Let’s go
over those issues now.
(Note: You can make a handout for this.)
I procrastinate.
Fear holds me back.
I have to be perfect.
I need to please everyone.
No one should ever be unhappy with me.
I do too much.
I push myself too hard.
I have a hard time communicating my needs and feelings.
I have a hard time setting boundaries or saying “no.”
I avoid difficult situations.
I sometimes feel like a victim – that circumstances just happen to me.
I don’t make time for things that help me with stress.
Optional: Have each person turn to a partner and share what they checked off.
Anyone in here feeling a little uncomfortable? I can completely understand. Being
aware of your behavior is the first step to change.
5. The fifth strategy is to work through whatever you need to work through. Let
me give you some examples.
One client just couldn’t say “no.” She had a pattern of always doing what
everyone asked her to do. As such, she was always helping her family and friends
and never had time for herself. Through coaching, she looked at her fear of
saying “no” and her feeling of guilt when she did say “no.”
We role-played her saying “no” 3 times before she had the courage to do it. She
committed to saying “no” once that week and twice the following week. Over
time, it grew easier and easier for her to say “no.”
Another client procrastinated. Things would pile up, which would cause her
extreme stress. After coaching, she realized she was afraid of doing something
wrong, so she didn’t do it all. She also realized after a long day at work, she
actually was rebelling and didn’t want any more to take care of, even though she
was getting way behind on her personal responsibilities.
I find that patterns and bad habits are extremely hard to break. I use a technique
called Pattern Interrupts that gets past our subconscious resistance to change.
My client started setting boundaries at work, so she left there at a reasonable
time. She delegated some tasks she didn’t enjoy doing or put off because she
wasn’t good at them. She found some activities that were fulfilling for her, that
nourished her spirit. Her procrastination faded away, and she stopped avoiding
taking care of certain tasks. She felt happy, rather than stressed, because she
set up her life to work for her.
Sometimes people are stressed because of something practical that needs to
get taken care of. Most people have a checklist that at times can be
overwhelming. Usually when people are overwhelmed, that means they need to
prioritize, delegate tasks, set realistic expectations of themselves and others, and
take some items off their list. These can all be hard to do.
6. The sixth strategy is to explore your options and choices. What can you do with
the stressors you experienced? What options and choices do you have? Maybe
it’s a fear that you need to work through, and maybe it’s something practical that
needs to get done, delegated or delayed.
I’d like you to turn to a new partner. Choose who goes first. Partner A, your only
job is to ask your partner, “How can you reduce your stress right now?” Once
you’ve heard them answer, ask again, “How else can you reduce your stress?”
Keep asking that for 2 minutes. Then, I’ll tell you to switch. Partner B now asks
partner A, “How can you reduce your stress right now?” for 2 minutes.
After 4 minutes:
Let’s get back together. Let’s hear from you. What are some of the things you
can do to reduce stress?
Take responses. Acknowledge them: Great! Good idea!
7. The last strategy we’ll talk about is…
Add other points to your talk that you would like to give as a tip. If you have time,
you can cover more than 7. You will present them, not necessarily as point 7, but
whenever they flow with the talk.
In conclusion, to conquer everyday stress and challenges:
1) Be honest with yourself about your stress and how it’s affecting you. The first
step to change is to become aware of the problem.
2) Notice how you react to stress.
3) Do something physically to reduce the stress.
4) Identify if the stress is something that is created internally or is it something that
needs to be resolved by action and coming up with something practical.
5) Explore and work through solutions.
6) Explore your options and choices.
7) (Add your own tip.)
I hope this information has been helpful to you. One of the things I love about
coaching is that, while things from the past may come up, the focus is on, What can
you do right now? How can you change that behavior right now? How can you
accomplish what you need to and still enjoy your life? Coaching is known for results
and helping people make changes that have been hard for them to do on their own.
If I can help coach you around your stress, I’d be happy to do so. I’m passing around
a clipboard so you can be on my mailing list.
Give your special offer, e.g., Just for tonight (this week, this month), I’d like to offer
you a special rate.
In conclusion, does anyone have any questions or comments? Can a few of you
share, What have you learned today, or what are you taking away from this talk?
Sample Forms
Life Purpose Institute
CONFIDENTIALITY / COPYRIGHT AGREEMENT
This workshop allows participants to get in touch with their deepest feelings and
emotions. For this to happen, the workshop must provide a safe environment for all of
the participants at all times.
To ensure that each participant understands this and agrees to maintain this safe
space, we ask you to agree not to divulge in any manner the content of the workshop
and to hold everything that happens during it in the strictest confidence. You may, of
course, share your reactions to the workshop in any way you wish. You may not,
however, share another person’s reactions without their permission.
The printed materials distributed by the facilitator and the questions and exercises
used in The Life Purpose Process© are copyrighted and may not be copied or used
without the written permission of Fern Gorin, Director, and The Life Purpose Institute,
developers of The Life Purpose Process©.
To signify your agreement to maintain this confidentiality, please sign below:
Printed Name: ___________________________________________________
Signature: _______________________________ Date: __________________

Interest Survey
(Please Print Clearly)
Name: ______________________________________________________
Address: ____________________________________________________
City, State, Zip: _______________________________________________
Home Phone (______)________________ Work Phone (______)______________
Cell Phone (______ )_________________
Email _______________________________________________________
Best time to call _______________________________________________
How did you hear about us (friend, ad, etc.)? _________________________
I’m interested in more information about the following:

Each session is customized to meet your needs. Typical sessions can include, but are
not limited to, the following:
Life Coaching (2 – 4 times a month to help you achieve your goals)
Life Purpose Process© for career clarification (6 – 8-session process)
Blocks/Patterns session (2 hours)
Decision-making session (2 hours)
Strategic Planning session to lay out your plan of action (1 – 2 hours)
Receiving help to find your ideal job or start your business
Redesigning your life or lifestyle
Other: _________________________________________________
Today’s Date: ________________________________________________
Program Attended/Location: _____________________________________

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THE LIFE PURPOSE INSTITUTE

SPIRITUAL COACHING METHOD™

RESOURCES FOR SPIRITUAL

THE CLEARING PROCESS

your feet, do step two.

Step 3: Establish Energetic Boundaries

and resume normal breathing.

boundaries for your coaching session.

and guide them through Step One.

If they say yes, guide them through Step Two.

them through all three steps.

Come back to topics that need more discussion

Define action steps

CREATING AWARENESS AROUND LIFE CHOICES

look at creating awareness around life choices.

expanded or contracted a client’s awareness directly impacts the possibilities the

client will be able to see at any given moment.

I don’t have the money to….

I have to keep this job to pay the bills….

I can’t figure out how…

I have no choice but to…

I don’t know what else I can do

I can’t do that because….

5 Techniques to Create Awareness Around Life Choices

else, what else? What else?”

would actually do those things or not.

Example: A client wants to communicate to their boss something they’re unhappy

with. Options the client says they have:

Put the complaint in writing

Talk to their boss’s boss

Request a meeting with their boss and go over complaints then

they’re not going to act upon some of them.

that this week?

4. Explore beliefs and assumptions.

5. Coach your client to manage time and money issues.

Design Your Life,” often requires time and money management.

What would God say about you finding time to do ________?

What is your weekly schedule now?

What would you like it be?

things they’d like to do:

Are there any things that might be time-wasters for you?

What, if anything, could you delegate to someone else?

What boundaries could you set?

What guidance do you have from God around your finances?

during a one-month period.

Are your expenses more than your budget?

Are all the expenses necessary, or could some be cut?

Is there a way to save any more money?

Are there ways you could make more money?

explore new career options.

What other kinds of work could you do to make more money?

learn more about how to best use your money?

Is there a class on prosperity or financial abundance that would empower you

around your finances?

Get out in nature

Move from the city to the suburbs (or vice versa)

Downsize and lower your expenses

Work from home

Delegate more, find people to share responsibilities (e.g., carpooling, doing

house, get a gardener)

Slow down the pace of your day/week

Set up a sleep routine that better supports your lifestyle

Manage screen time: TV, computer, devices

Create a workable schedule