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Coaching Expectations

• Ownership Authorization
• Mutual Non-Disclosure
• Know Your Client
• Setting Expectations
• Client Goals & Outcomes
• Corporate Resolution
• 501c3/Exempt Engagement
• I-9 completion
• Compliance Verification
• Corporate Bio
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• Google Drive Folder
• Strategic Coaching Session

Recommended Assessments

• 5 Factor Model Overview
• 5 Factor Model Test
• Upload Results
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• ENNEAGRAM Overview
• ENNEAGRAM Test
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• Multiple Intelligence
• Multiple Intelligence Test
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• Learning Style Overview
• Learning Style Test
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• Personality Type Overview
• Personality Type Test
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Tax Exemption (501c3) Overview

• Types of Exempt Entities
• Exempt (501c3) Assessment
• Strategic Session

Coaching Organizing Structure

• Structure Overview
• State Structure Sessions
• End of Structure Phase
• EIN Overview
• Employer Phase (EIN/TIN) Audit
• End of E.I.N. Phase
• E-Verify Qualifiers
• SS Administrations
• Department of Labor
• Federal Permits/Licenses
• State Permits/Licenses
• Local Permits/Licenses
• Industry Permits/Licenses
• Private Co. Permits/Licenses
• End of Phase Coaching Call

Tax Exemption Submission

• Tax Exempt Overview
• Filing Tax Exempt Overview
• Tax Exempt Basics
• Employment Basics Zip.
• Policy & Procedures Basics
• End of Services

Business Protection Coahcing

• Intellectual Property Overview
• Federal Copywrite Overview
• Federal Trademark Overview
• Federal Patent Overview
• State Intellectual Property
• Industry Intellectual Property
• Corporate Insurnace
• Industry Insurance
• Surety Bonds

Tax Exemption Compliance

• Compliance Doc 1
• Compliance Doc 2
• Compliance Doc 3
• Compliance Doc 4
• Compliance Doc 5
• Compliance Doc 6
• Compliance Doc 7
• Compliance Doc 8
• Completion of Services