Coaching summary

1Complete BEFORE session

2Complete WITH participant

3Complete AFTER the session

4Complete AFTER the session

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Hidden – completion date

This field is hidden when viewing the form

Hidden Coach

Hidden – Project code

Refer to the project code/client type on ActiveCampaign.

Hidden – First and last names

First Last

Hidden – Business name

Complete this form for all sessions (completed/no show/cancelled within 24 hrs).
Form entries are shared with the operator/guest via email and the program client via program sheet.
If no query string exists in deal notes, move the deal to stage ‘Upcoming (1st in person)’ and then back to their current stage – this will re-trigger the query string creation.
Standard coaching agenda

Pre-session tasks*

You must complete the 3 below steps (tickboxes) to continue.

I have read all deal notes & description

Pre-session tasks*

I have checked previous session summaries in the coaching summary lookup

Pre-session tasks*

I entered the query string at the end of the url in the address bar Helper video here

🥳 Nicely done , you are about to coach () from .

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Email*

This field is automatically populated from the query string, if it is empty, please enter the query string from the deal into the url and press enter.

Session Date*

DD slash MM slash YYYY

Enter session date

Session Time*

Hours

Minutes

Enter start time HH:MM (24hr)

Deal ID*

5 numbers in AC Deal url

😠 Next button missing?

You have not entered the query string from AC. Once you do that and tick the box confirming you did so, this notice will disappear and the next button will appear.

Reminder*

Remind participant that these entries will be shared with the program client

Session status*

Completed (operator/deal owner)

Completed (guest)

No show

Cancelled within 24 hour limit

Extra Guest Name (optional)

These fields are for EXTRA guests, not the main coaching participant who owns the deal. Required if operator/deal owner not present during session.

First Last

Extra Guest email (optional)

Required if operator/deal owner not present during session.

Book next session*

Next session should be booked before the current session ends. Save then scroll down to view program dates and coaches calendars before booking next session.
Special: https://www.tourismtribe.com/book-special

Next session booked

Next session needs to be booked

All sessions fully delivered

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OBSOLETE_Coaching objectives*

Included in summary email and program client summary. (point form, max 800 character)

Coaching objectives*

Included in summary email and program client summary. (point form, max 1000 character)

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OBSOLETE_Coaching session summary*

800 Character max, point form. Will be seen by participants and program client

Coaching session summary of outcomes*

Included in summary email and program client summary. (point form, max 1000 character). Create hyperlinks on words (don’t paste the full link)

This field is hidden when viewing the form

Obsolete_Recommended next steps*

Whether they have coaching booked or not, there are the actions they must take to succeed in the future (e.g. homework or other important points you want to raise).

Recommended next steps*

Whether they have coaching booked or not, there are the actions they must take to succeed in the future (e.g. homework or other important points you want to raise). Included in summary email and program client summary. (point form, max 1000 character)

Recommended courses

Tick as many as relevant. They will each be included with a hyperlink to the course in the summary email.

Canva

Cash flow management

Create Effective Facebook and Instagram Ads

Creating great experiences and packages

Crisis management and communication

Digital Champion 101

Digital Champion 202

Digital Foundations for Smarter Tourism

Email marketing automation basics

Enhancing Accessibility in Tourism: A Guide for Small Operators

Google Analytics

How to Maximise Your ATDW Profile (Australia only)

Images and video

Live Chat and Facebook Messenger

Local Search & Google Business Profile

Make AI work for your tourism business

Make Facebook Work for your Business

Make Instagram work for your business

Make your website the best it can be

Mastering Blogging

Mastering TikTok for Tourism

Online Distribution & Reservation Technology

Online Reputation Management

Search Engine Optimisation (SEO)

Successful Grant Funding

Tourism marketing strategy

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Recommended course links

Links to recommended course (read-only)

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Recommended course names

This field auto-creates the links to the courses recommended in the previous question. Please do not change this entry.

Appendices (only if required)

Appears at the end of the summary email. Only use if you have extra content (such as ChatGPT prompts, other links) to share with operator. DO NOT use to write more of coaching summary as this will not be shared with the program client.
If you have none, leave empty else whatever you write in the field (e.g. NA) will be sent in the email.

Include feedback request in your email*

If you have not requested feedback from this participant yet please ask them if they would be willing to complete our short feedback form. This is best left for their last coaching session.

Yes

The participant-facing section is now finished. Bid them farewell and advise them you will finalise their coaching email. Then continue onto the next section and submit your coaching summary on your own.

No Show auto-email*

No-show email content can be personalised when/if you select send auto-email.

Send auto-email

Don’t send auto-email

No show email content*

Coaching Summary Email Opening sentence*

Appears at the beginning of the email to the operator right after ‘Hi Firstname’. Modify the default sentence by changing it below if needed.

FYI NO EMAIL WILL BE SENT to this operator, emails to operators due to cancelling within 24hrs is currently handled manually.

Preview of coaching summary email that will be sent to {Email:50}.

You will be cc’ed in the email to the participant.
If you have selected a guest, the guest will receive the same email (you will also be cc’ed).

Hi {Name (First):11.3}, Your coaching objectives: {:124} Here is a summary of outcomes from the session: {Coaching session summary:125} Your recommended next steps are: {Recommended next steps:126} List to our self-paced courses that can help you: I am also including a list with direct links to our courses that can help you. {Recommended course links:130} We’d love to hear how you’re getting on so keep us updated with screenshots of your progress in our Facebook group. This is also a great place to post your questions as they come up for you.

Appendices: {Appendices:146} Regards,

{Completed by:98}

Coaching highlight moments (for Tourism Tribe's viewing only)

These are standout experiences, insights or challenges from your coaching session that 1) fuel our team’s collective growth, aiding in learning from each other’s experiences, successes, and obstacles and 2) help us authentically engage our audience on social media by showcasing the impact of our coaching and making our services more relatable. Please try to share at least something with us.

Steps to update the AC deal*

The AC deal must be updated in each of the places listed below.
Remember: Total delivered = sessions you coached + no show.
If they cancelled less than 24hrs before the session, add 1 to no show as well as total delivered.

Update deal stage (including if they were a no show)

Update total delivered deal field (& no show if required)

Update deal description (eg 13/06/23 (JR) 1/3 60 min session completed)