3 Tips for a Successful Coaching Introductory Call

Thank you for booking an introductory coaching call. I am really looking forward to seeing if I can help you through this difficult time.

The goal of the introductory call is to see if you’re a good fit for 1-on-1 coaching. Given the high demand for the 1-on-1 coaching services, I want to make sure we use our time together efficiently.

Here are three tips to ensure the most successful introductory call:

1) Watch the full coaching video, if you haven’t already.

2) Prepare any specific questions you may have in advance. If you have something you want to send to me beforehand (Financial Affidavit / Statement of Net Worth, calculations you prepared, documentation, etc.) to discuss on the call, just reply to this email or send me a message at shawn [at] divorceandyourmoney.com. All information is kept strictly confidential.

3) Take the call from a quiet location. Don’t forget to bring a pen and pad to take notes! Please avoid driving, a loud atmosphere, or any place where you may have many distractions during our introductory call.

Look forward to speaking soon!


Shawn C. H. Leamon, MBA

Certified Divorce Financial Analyst