The Caregiving Story Project Participant Guidelines

Denise

The Caregiving Story Project Participant Guidelines

Denise
Thank you so much for joining our Caregiving Story Project!

You Receive an Appointment
Once a client requests an appointment, you can schedule your session to take place via Zoom using my Zoom account. My log-in details are below:

User: denise@caregiving.com
Password: 1905Wash!

You can schedule a meeting rather than a webinar. About 10 minutes before your session is scheduled to begin, log into my Zoom account and click to "Start" your session. You'll be ready and waiting when you client joins.

Send a Confirmation Email Prior to the Session
After you have scheduled the Zoom meeting, send a confirmation email to your client similar to this one:

Thank you so much for choosing to join me on (insert date and time). To join me, please click here: (insert Zoom link)


During our time together, you'll tell me a four-minute story about a caregiving experience or situation or moment. I've attached our "My Life (Right Now) Wheel" to offer inspiration for a story you can tell.


After you tell your story, we'll have a conversation about the story you told me. We'll close at about the 30-minute mark. At that time, you can let me know if you would like more information about how we can continue to work together.


After our session has ended, please take about five minutes to take our follow-up survey: https://www.surveymonkey.com/r/CareStory


Your feedback is invaluable so we appreciate the time you take to share your thoughts and experiences.


I look forward to seeing you on (insert date and time).


Re-send a Confirmation Email Prior to the Session
The day of your session, send a reminder email similar to this:

I'm looking forward to connecting with you today at (insert time). To join me, please click here: (insert Zoom link)


We'll spend about 30 minutes together today. After our session has ended, please take about five minutes to take our follow-up survey: https://www.surveymonkey.com/r/CareStory


Your feedback is invaluable so we appreciate the time you take to share your thoughts and experiences.


I look forward to seeing you at (time).


Your Session Process
Here's your session outline:

Welcome the client, thank them for joining you.


Ask: Would you like me to record our time together for your purposes only? If they are unsure, suggest you record so they have it if they decide they want it.


Explain: As you listen to the story, you may take notes. Let them know you are ready when they are.


Listen as they tell their story. If they go beyond 6 minutes, gently interrupt to share that they are at 6 minutes and have a few seconds to close.


After they finish their story, then ask, listen and validate for the next 15 minutes or so.


Tell them: Here's what I learned about you today. (Then tell them.)


Tell them: I acknowledge you for _______________. (Acknowledge their courage, commitment, compassion, wisdom, whatever comes to mind.)


Ask: What did you think of our time together?


Tell them: I would love to continue working with you. May I share a follow-up email with details about my services?


Remind them to complete the survey. Let them know you can send a follow-up email with a survey link if that would be helpful.


Let them know you will share the recording with them if they choose to have it. Let them know the recording will be deleted once they receive it.


Thank them for their time with you today.


Your Follow-Up Email
Send a note of thanks after your session and include information about how they can download the recording. Let them know the recording will be deleted in 24 hours so they should download as soon as they can. (Grab the link to share the recording from Zoom under the Recordings section.)

If they would like more information about your services, share about your consulting services and packages.

If they do not want more information, simply send them a thank you.

You can include a reminder to complete the survey: https://www.surveymonkey.com/r/CareStory

Want to Join our Project?
Here's what you'll want to do:

1. Watch the video, below, to learn more about the project and its logistics. Password to watch the video is story (just story).

2. Complete the form at the bottom of the post. I'll use that information to introduce you to participants and direct participants to schedule a session with you. You can use scheduling services like calendly.com or cozycal.com or appoint.ly to schedule your sessions with your clients.



Caregiving Story Project from Denise Brown on Vimeo.
Fill out my online form.