Welcome to Goalster Advisor Onboarding
Let's Start Building Your Profile
To help build an organized profile and focus on the right areas, please take a few moments to answer a few questions that will help us along the journey.
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Leverage this prompt with your AI tool of choice (Genimi, ChatGPT etc.):
Write me a concise “About Me” profile in 700 characters or fewer that is clear, confident, and practical (not hype or buzzwords). Base it on everything you know about my background, experience, and strengths. If needed, infer likely areas of expertise from my career history.
Guidelines:
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Write in first person
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Focus on who I help, what problems I solve, and the outcomes I drive
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Emphasize credibility, real-world experience, and execution
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Avoid clichés, fluff, and generic coaching language
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Keep sentences tight and readable
Format exactly like this:
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1–2 sentence overview of my background and expertise
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2–3 sentences on the problems I help clients solve and the results they achieve
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1 closing sentence on how I work or what clients value about working with me
Ensure the final output is under 700 characters and ready to paste without edits.
Here's another prompt to help with this section:
Write me a “How I Work With Clients” section in 500 characters or fewer. Base it on my background, experience, and area of expertise. Align the language with the Goalster approach: outcomes, execution, clarity, accountability, and measurable progress.
Guidelines:
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Write in first person
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Emphasize how I partner with clients to turn goals into action
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Highlight structure, focus, and follow-through (not theory or motivation)
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Reflect my specific domain expertise (e.g., sales, leadership, operations, technology, people)
Avoid buzzwords, hype, or generic coaching language
Format exactly like this:
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1 sentence on how I engage with clients (focus + partnership)
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2–3 short sentences on how goals are translated into actions, habits, or execution
1 closing sentence on outcomes, progress, or what clients can expect
Ensure the final output is under 500 characters and ready to paste without edits.
Explore artwork that captures the subtle connections and meaningful gaps that define the human experience.
Establish the Foundation of Your Advisory Services
Our training sessions and workshops are designed to achieve specific outcomes, making you a better or more productive advisor after every session. The Goal is to help you unlock the potential of our partnership.
- Service Information
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45 min
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1 hr
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45 min
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1 hr
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1 hr
Let's Get You Set Up for Success.
This session is about making sure you're clear on our direction, set up correctly and aligned around the path forward. We'll define your goals, provision you as an advisor, walk through the compensation model, and set up next steps and support.
Goalster Advisor Onboarding
Our first step in having more impact together with a 1:1 session to establish your goals and our support.
You’ve got a goal. Let’s chart the smartest path to get there.
In this initial session, we'll map out your goals:
- Get clear on what you’re aiming for
- Identify the clearest path to get there
- Establish next steps and
The outcome of this meeting will be a plan to help you fully leverage the opportunity to work together.
Let's go!
Get Tools To Get Set Up, and Ramped Up!
We've been listening to our Goalsters about what they need and we've assembled some tools for you to immediately download and use. These tools will be referenced in our sessions.
Start by updating your LinkedIn profile with your Goalster details, download a great revenue tracker, and get scripts to help with marketing and outreach.
Access Groups to Share and Learn
Our groups are designed to be a place where you can ask questions, post about topics you think are relevant to other job seekers and have questions answered by Goalster Advisors.
Craft an Article Around Your Value Prop
Your first article is your opportunity to show clients what you know, how you think, and why you’re the right person to help them. It’s not just content, it’s your first proof of value.
Here’s how to build one that works:
1. Choose the Problem You Solve Best
Think of a challenge your ideal client is struggling with right now, something you’ve helped solve repeatedly in your past roles.
Tip: Make this real. Frame it like a problem you’ve walked into before. (e.g., “Sales team missing targets for the third quarter in a row” or “IT leader overwhelmed by security threats and compliance requirements”)
2. Tell the Story of How You Solved It
Use a short, first-person story format. Show how you recognized the problem, what you did about it, and what changed as a result.
Tip: Include 2–3 real insights. You don’t need to give everything away — just enough to build trust and spark interest.
3. Translate That Story into a Takeaway
What’s the one thing the reader should walk away thinking?
“This person understands my world.”
“They’ve done this before, and I want their help.”
4. Invite the Reader to Take the Next Step
End with a clear call to action, usually a link to your discovery Session or first Strategy Session.
Example CTA:
“If you’re facing something similar, let’s connect for a quick call and see if I can help.”
What Makes a Great Manifesto?
1. Specific problem that your ideal client experiences → not vague thought leadership
2. Personal experience and a relevant story to back it up → not theory
3. Clarity of value → what you help people achieve by working with you
4. Next step → don’t forget a strong CTA!
We've put together a How To Guide For Your First Article.
Click the link to access it.
Examples to Help You
Don’t Just Measure Results. Measure the Work That Creates Them.
