AlphaScale Internal Resources

Click the appropriate links below for access.

Coaching Recap GPT - Used to take recorded coaching transcripts and turn them into coaching summaries.

Coaching Proposal GPT - Used to take recorded prospect meeting transcript and create a ready to use coaching proposal.

Internal AlphaScale Chatbot - FOR INTERNAL USE ONLY!  DO NOT DISTRIBUTE LINK!  This internal chatbot leverages all AlphaScale Content.  Use when you are looking for advice on anything from referrals to COI's!

New Client Intake Form - Complete this form for every new client!  This form kicks off the onboarding process!

Monthly coaching timesheet - Complete monthly for the clients you worked with and your billing rate.

Travel Worksheet - Please complete for any travel that was conducted for AlphaScale related work.