Goal Setting Guide | SuperCoach CRM

Funnel Templates

Created by: Emma Johnston

Last Updated: December 23, 2024

Project Request / Goal Setting Guide / Editing Instructions / Program / Images

Goal Setting Guide

The Goal Setting Guide helps clients identify their goals, recognize barriers, and outline actionable steps for success. It’s a useful tool to support clients in starting the New Year with clarity and focus. You can use this guide as a lead magnet to attract potential clients by providing value upfront while introducing them to your services and programs.

Click below to request the funnel, automations, nurture emails and/or branded recipe guide. Please allow up to 28 days for this to be completed. You also need to factor in time after we have completed the initial setup to edit and test the funnel. If you are using this for New Year, you must submit your request by November 30.

If you want to set up the funnel/automation yourself, please contact the Support Desk for more information.

Goal Setting Guide

CANVA TEMPLATE

The resources includes a Goal Setting Guide. Once you have edited the guide, you will need to download the file. Either select File > Download from the menu bar or click on the Share button in the top right corner and select Download. Select PDF Standard and download the document.

Click here for instructions.

Goal Setting Guide Funnel and Automations

FUNNEL AND WORKFLOW EDITS

Once we have completed your project request, you will need to make edits.

Click here for instructions.

Goal Setting Program

GOAL SETTING PROGRAM

There is an optional 5 day Coach Catalyst program to use alongside this guide,

1. To access the Goal Setting program, log in to your Coach Catalyst account.

2. Next click on Programs in the left hand menu bar and the select the Marketplace tab.

3. Locate the required program and then click on Save to My Programs.

Click here for more information on using programs. If you have any questions about using programs, resources or communities, you can contact the Coach Catalyst team by emailing [email protected].

Images

IMAGES

Images used within SuperCoach CRM resources are licensed to be used in the specific resource only. If you need additional images for the project or social media, you can source free healthy eating images from Pexels and Pixabay. With attribution, you can also use images from Freepik.

The Support Desk is available Monday to Friday, 7:00am - 3:00pm (CDT).

If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].

Easter 2025: The Support Desk will be closed on Good Friday (April 18) and operating with reduced hours on Easter Monday (April 21). The Support Desk will also be closed on Memorial Day (May 25).