Client transfers happen for many reasons and our goal is to support the client through that transition with clarity and care. Every transfer is an opportunity to reconnect someone with momentum, meet them where they are, and set them up to move forward with confidence. The guidelines below walk you through what to do depending on the type of transfer.
When you need to request a transfer
If you need to initiate a transfer for a client, submit a Zendesk ticket to Business Operations.
Include the client’s reason for the transfer so the next steps can support what the client truly needs.
Business Operations will review the request and guide the transition process.
When a client is transferring from you
If a client is moving from your roster to another coach, take a moment to make the transition smooth and clean.
Review the client’s account to be sure their notes and session tracking reflect where they are in their journey.
Then submit a Zendesk ticket to Business Operations to initiate the transfer.
A little intentionality here helps the receiving coach understand the client’s current path.
When a client is transferring to you
When a transfer client lands on your roster, you will see the transfer notes attached under Notes and Attachments on the client’s contract (CX) page.
Before your first session, spend a few minutes reconnecting with their journey so far.
Look at how long they have been in coaching, how many sessions they have completed, and what themes or patterns show up in their notes.
This helps you meet them with clarity, presence, and a sense of where to go next.
If you need support or have questions at any point in the transfer process, reach out to Business Operations. We are here to help keep the client’s experience aligned and clear every step of the way.
Comments
0 comments
Article is closed for comments.