Who introduces clients
Solicitors
Commercial, private client and family solicitors meet owners at the moments coaching helps with: a shareholder dispute, a partner leaving, a sale, a will that depends on the business, or a family handover.
Independent financial advisers and planners
An owner’s retirement and exit plans depend on the business producing profit without them. Coaching works on that side, and the financial planning stays with you.
Bank business managers
Owners asking for an overdraft, a loan or a restructured facility often need a cash plan and a clear view of their margins. Financial Coaching with Peter Allen builds both.
Enterprise agencies and growth hubs
When a business has used its funded hours and the owner wants regular one-to-one work over months, coaching continues from where the funded support finished.
Accountants
When a client keeps asking what the numbers mean for their decisions, Financial Coaching works from the figures you produce, and your client keeps you as their accountant.
How an introduction works
You get your own link
Fill in the form below and your introducer link appears on screen straight away. Send it to the client or add it to your email signature.
The client books a free call
The link opens the booking page with your name attached. The client chooses a time for a free thirty-minute discovery call with Andy Jackson or Peter Allen.
We tell you the outcome
With the client’s permission, we email you after the call to say whether they went ahead.
Work outside coaching comes back to you
Coaching covers the owner’s decisions, leadership, profit and time. When a coaching client needs legal work, financial planning or investment advice, a banking facility or funded business support, we send them back to the person who introduced them. Clients who arrive with an accountant keep their accountant, and Financial Coaching works from the figures that accountant produces.
Get your introducer link
Your introducer link
When a client books through this link, the booking carries your name. To introduce a client by email instead, copy hello@buzzcoaching.co.uk into your email to them, with their agreement.
Frequently asked questions
What does the client pay?
The discovery call is free, and it lasts thirty minutes by video or phone. If the client decides to go ahead, they pay the monthly fee for their programme, and every programme and fee is published on the programmes page, so you can tell a client the cost before you introduce them. The fee is the same wherever the client is and whether sessions run by video or in person. If the coach thinks coaching is the wrong kind of help for what the client describes, the coach says so on the call and suggests where to go instead, which may be back to you.
Will you tell me whether my client went ahead?
Yes, with the client’s permission. On the discovery call the coach asks whether the client is happy for you to know the outcome, and if they are, we email you to say whether they booked a programme. What the client discussed stays confidential. If the client wants you involved in their coaching, for example a solicitor working on a shareholder agreement or an adviser working on the owner’s exit plan, we agree with the client what is shared and when, and confirm it in writing to both of you.
Can I join the discovery call with my client?
Yes, if the client wants you there. Some owners find it easier to have the person who introduced them on the call, especially when the introduction came out of a specific piece of work such as a sale, a dispute or a funding application. Book the call through your link as normal and mention in the notes box on the booking page that you will join. The coach will send you the joining details. Coaching sessions after the call are between the coach and the client, unless the client asks for you to be involved.
Which clients are a good fit for coaching?
Owners of established businesses who are carrying too much of the business themselves, who want better profit from what they already sell, who are building a management team, or who are planning a sale or handover in the next few years. Coaching is one-to-one with Andy Jackson for personal, leadership and business coaching, and with Peter Allen for financial coaching. If you are unsure whether a client fits, email hello@buzzcoaching.co.uk with a short description and no names, and we will tell you honestly.
Book a call to talk about introductions.
The call with Andy Jackson is free and lasts 30 minutes. You leave with your position on the Performance on Purpose quadrant, your money, time and mind scores, and your top three priorities in writing.