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30 Days Onboard Stage Checklist
Checklist for the First 4–6 Sessions
Start date:
Coach
Designated Section for Coach’s Annotations, Session Links, and Additional Notes
Visual
Code
Coach fills out a text field showing which “Base Hit(s)” they are working with the client to achieve in the first 90 days
What’s the expected value
($)to the business if they implement this (base hit above) reasonably
well over the next 12 months to the client?
Visual
Code
What’s the expected value ($) to the
business if they implement (base hit above)
the next 24 to 36 months if they implement do base
at reasonably well?
Visual
Code
Maui Triangle 60 Day Check In
Client has had 2 solid coaching sessions
Yes
No
Client has a strong action plan (defined as one that is a) 1 page, b) high odds to yield a “base hit(s)”
Yes
No
Text
Are there any warning
flag(s) we need to address now?
Good signs/flags
Visual
Code
Bad signs/flags (Anything to be concerned about?)
Visual
Code
Name Coach
Name Client
Name Business
Submit
If you are human, leave this field blank.
