To-dos
1. Free Consult
1. Free Consult
Client to Explain Career Situation
Free Consult & Explanation of Career Upside Services
Client to Send Resume & LinkedIn URL to Career Upside
Career Upside to Provide Feedback on Resume/LinkedIn
Career Upside Send Recording of Free Consult if possible
Client Makes Decision to Engage with Career Upside
2. Onboarding
2. Onboarding
Career Upside to Send Invoice via QuickBooks to Client
Client to Pay QuickBooks Invoice via Brank Transfer
Launch Client Basecamp & Add Client to Basecamp
Send Link to take Assessment (Example Below)
Client Completes Birkman Method Assessment Online (300 Questions and 30 Minutes)
Schedule Birkman Consult & Send Calendly Link to Client (Link Below)
3. Birkman Reporting
3. Birkman Reporting
Career Upside to Pull Advanced Summary Report
Career Upside to email Advanced Summary to Client
Career Upside to Pull Overview Document for Consultation
Career Upside to Pull Statements About You Report
Career Upside to Pull Coaching Page
Career Upside to Pull Career Exploration Report
Career Upside to Pull Sales Effectiveness Report
4. Coaching Session One: Review Birkman Basics
4. Coaching Session One: Review Birkman Basics
Career Upside to Review Birkman Basics with Client
Career Upside to Post Reports to Basecamp for Client
Client to complete Homework for Stressors/Needs
Homework: Client to work on raw material (accomplishments and quantifiable results) for a new resume
5. Coaching Session Two: Review Additional Birkman Reports
5. Coaching Session Two: Review Additional Birkman Reports
Review Birkman Interests
Review Birkman Sales Effectiveness
Review Birkman Map
Review Birkman Career Exploration Reports
Review Job Families and Titles Report
Review Birkman Strengths
Career Upside to Create initial Value Proposition as Overview Statement for Resume
Client to complete Homework to review Statements about themselves and check off important statements
Client to Complete Homework for Job Titles & Potential Real Job Listings from Job Sites
Client delivers updated Resume "raw material" for the development of new Resume
6. Coaching Session Three: Job Specifics
6. Coaching Session Three: Job Specifics
Client To Give Feedback on Priority Job Titles
Client to Provide 2-3 Job Listings for Targeted Jobs
Career Upside and Client to Discuss Potential Networking Intros
Career Upside and Client Discuss List of Target Companies
Career Upside and Client to Discuss Case Study Approach
Career Upside to make email introductions
Discuss Networking Profile & Navigator
Discuss Your Competitive Advantages in the Marketplace
7. Coaching Session Four: Discuss LinkedIn and Use of AI
7. Coaching Session Four: Discuss LinkedIn and Use of AI
Career Upside Delivers Updated/New Version of Resume
Client to Update LinkedIn Profile to bring into alignment with Resume
Discuss how to leverage LinkedIn to find hiring managers
Discuss how to use ChatGPT to increase your effectiveness
Discuss how to have networking conversations
Client to Create Additional Resume Versions as Needed
8. Discuss Additional Services
8. Discuss Additional Services
Mock Interviews?
Individual Job Discussions?
9. Honest Google Review Please
9. Honest Google Review Please
Career Upside to send email requesting Google Review
Client to Complete Google Review