Groundwork License

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Answers to Common Questions

Q & A

How do licenses work?

Licensed Coaches are the only people authorized to run Groundwork.

You start by applying to be a licensed coach. If you are approved, you pay the fees for the license. At that point, you will be sent an email to set your password for the secure portal where you can complete the onboarding process.

Once the onboarding is done, you get access to all the videos and resources (both group coaching and the self-directed lessons). We have automated workflows that help you manage both programs.

Whichever program you run, every participant gets a free 45-minute private coaching call to ask questions and get help building their Growth Plan. As the licensed coach, you are responsible for running this call. You may also have the opportunity to hold this call with un-assigned participants and be compensated accordingly.

The Growth Plan session is different than a Discovery Call. The participant will have completed the equivalent of the 3-month starting package and can be guided into a Growth & Accountability program if you wish to take them on as a client. If you do not want them, we can make a coach-match and you will receive compensation based on how much effort you have put into preparing them for private coaching.

Payment of the annual renewal will keep your license active.

You are responsible for getting and coaching your own clients. Groundwork is just a tool to help make that easier. If you happen to get clients through us, that's a bonus.

How many times can I use Groundwork?

For the Group Coaching Curriculum, you can run it as many times as you want with as many people as you want as long as your license is active.

For the Self-Directed Curriculum, you can run the videos in the same style as Group Coaching if you have a shorter time block (eg. a lunch-and-learn). If individuals want to take it on their own, there is a discounted fee per person. You can pass along the discount or charge them the same (or equivalent) price posted on the money-skills website.

Whichever program you run, every participant gets a free 45-minute private coaching call to ask questions and build their Growth Plan. You are responsible for this call. At this stage, they will have completed the equivalent of a 3-month starting package and can be guided into a private Growth & Accountability program. If they decide to continue working with you, the fee you charge them is all yours.

Why use Groundwork?

Groundwork allows you to serve more people when you don't have the capacity to meet them all individually.

The group program is an excellent option for pro-bono or speak-to-coach gigs that would normally require a lot of preparation.

If you aren't fond of public speaking or you haven't done a gig for awhile, Groundwork is fantastic. You just push play and by the time it gets to the first discussion break, you'll be relaxed and ready to answer questions.

The self-directed version is extremely easy to run and supervise. It's a very inexpensive option you can offer people who aren't ready for private coaching

Groundwork is a great solution for mixed groups or extended families who aren't all in the same place financially. The foundational skills taught are helpful for everyone.

The drop-out rate for Groundwork participants is very low. Most participants comment on how helpful the classes are and look forward to the next one.

How has it been used?

Groundwork has been used as a small weekly group, a large weekly group, to serve a private Facebook group, with families, for home schooled teenagers, as a financial wellness program for small or large organizations, as a value-add for a financial advisor, for church Sunday School, extended families, and more.

Who can run Groundwork?

If you have experience and education in financial counselling, financial coaching, or related professional experience you are welcome to apply for a Groundwork License. There is an in-depth application process and you will be trained once you are approved. This helps us make sure you have the support you need to be successful.

We hold both open and private training sessions throughout the year. You'll get updates, tips, and an opportunity to ask any questions or clarify how things work so you are confident and successful!

If you are not a qualified coach, you can still use Groundwork: Self-Directed for your clients or small group. Their private coaching call will be done with one of our licensed coaches. The coaching call is not a sales pitch. It is available to make sure all participants are getting the support they need.

If you would like an experienced financial coach to serve your organization, church, or other group, please sign up for a Discovery Call to discuss what you are looking for.

What does it cost to lead Groundwork?

We have a tiered pricing structure so anyone can use Groundwork with their clients. We can break down your options when we meet.

Choose Learn about using Groundwork from the options on Kathy's calendar.

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Peer Reviewed and Endorsed

Answers to Common Questions