{"id":7137,"date":"2025-12-01T20:54:27","date_gmt":"2025-12-01T20:54:27","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=7137"},"modified":"2025-12-01T21:26:22","modified_gmt":"2025-12-01T21:26:22","slug":"schedule-your-first-coaching-call-meet-your-coach","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/","title":{"rendered":"Schedule Your First Coaching Call (Meet Your Coach)"},"content":{"rendered":"<p>Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney\u2019s powerful planning tools, get oriented with platform settings and connections, and receive tailored training recommendations for self-paced and live learning.<\/p>\n<p><span data-teams=\"true\"><strong>Although everyone learns at their own pace, encouraging momentum is critical. We highly recommend sending this email as soon as a new user joins eMoney, along with gentle reminders every 2 weeks until the coaching call is booked and completed. <\/strong><\/span><span data-teams=\"true\">To encourage action, try switching up the subject lines with every reminder.<\/span><\/p>\n<p><em>*If you have your own coaching\/training program or have a customized configuration of eMoney, download this template and repurpose the parts that are most applicable to your audience.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney\u2019s powerful planning tools, get oriented with platform settings and connections, and receive tailored training [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":7373,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[39,35],"tags":[],"class_list":["post-7137","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-to-emoney","category-onboarding"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Schedule Your First Coaching Call (Meet Your Coach) - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schedule Your First Coaching Call (Meet Your Coach) - eMoney\" \/>\n<meta property=\"og:description\" content=\"Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney\u2019s powerful planning tools, get oriented with platform settings and connections, and receive tailored training [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-01T20:54:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-01T21:26:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1921\" \/>\n\t<meta property=\"og:image:height\" content=\"2082\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Schedule Your First Coaching Call (Meet Your Coach)\",\"datePublished\":\"2025-12-01T20:54:27+00:00\",\"dateModified\":\"2025-12-01T21:26:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/\"},\"wordCount\":150,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Onboarding-Series-First-Call.png\",\"articleSection\":[\"New to eMoney\",\"Onboarding\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/\",\"name\":\"Schedule Your First Coaching Call (Meet Your Coach) - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Onboarding-Series-First-Call.png\",\"datePublished\":\"2025-12-01T20:54:27+00:00\",\"dateModified\":\"2025-12-01T21:26:22+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/schedule-your-first-coaching-call-meet-your-coach\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Onboarding-Series-First-Call.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Onboarding-Series-First-Call.png\",\"width\":1921,\"height\":2082},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Schedule Your First Coaching Call (Meet Your Coach) - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Schedule Your First Coaching Call (Meet Your Coach) - eMoney","og_description":"Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney\u2019s powerful planning tools, get oriented with platform settings and connections, and receive tailored training [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/","og_site_name":"eMoney","article_published_time":"2025-12-01T20:54:27+00:00","article_modified_time":"2025-12-01T21:26:22+00:00","og_image":[{"width":1921,"height":2082,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Schedule Your First Coaching Call (Meet Your Coach)","datePublished":"2025-12-01T20:54:27+00:00","dateModified":"2025-12-01T21:26:22+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/"},"wordCount":150,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png","articleSection":["New to eMoney","Onboarding"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/","name":"Schedule Your First Coaching Call (Meet Your Coach) - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png","datePublished":"2025-12-01T20:54:27+00:00","dateModified":"2025-12-01T21:26:22+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-first-coaching-call-meet-your-coach\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/Onboarding-Series-First-Call.png","width":1921,"height":2082},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=7137"}],"version-history":[{"count":8,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7137\/revisions"}],"predecessor-version":[{"id":7369,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7137\/revisions\/7369"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/7373"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=7137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=7137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=7137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}