06. Download Certification

Task Frequency: At the end of each month

Steps to take to download online certification so coaches can become certified:

Exporting ISCA Certification applications checklist:

1.     Completed certification applications

2.     Coach logs

3.     Questions Excel spreadsheets

4.     Create Code Words and Log Hours Colored Excel spreadsheet

5.     Create CodeWords and Log  - coloured APPROVED Excel spreadsheet

Example of ISCA Certification Process: Jan 2021

Step 1 - Export Certification Applications From JotForm

Log into Jotform directly to download the certification documents. 

1. Log into Jotform

2. Click on My Forms

3. Click on the name of the Part 1 or Part 2 of the certification called: ISCA Certification Part 1 and ISCA Certification Part 2

4. On the right click on Inbox (this will open up all the new responses.

   1. Once open click the printer on the right-hand side and save the PDF in the Certification folder in your DROPBOX. Dropbox > ISCA Certification > Appropriate Certification folder (for example 08. March 15 Cert) > Create new folder called "Part 1 or Part 2"  and rename the file  to the next structure:

   2. FirstNameLastName_Part1.pdf (replace Part number for appropriate one)

   3. Go back to the submitted certification and download the Coaches log and the ISCA Signed paperwork. Part 1 has 1 download and Part 2 has 2. 

   4. Complete steps 5 to 6 and save it in folders called Coaches logs

The file folders will look like below: 

Step 2 - Adding Code Words and Coach Log Hours Coloured Spreadsheet

1. Log into Dropbox

2. Open ISCA Certification (1) folder

3. Insert new coaches data (that you exported from Jotform in the steps above) from the following Code Words and Log Hours Spreadsheets:

• CodeWords

• CoachLogHours 

Make sure you put all code words into the right columns/rows for the right Modules/coaches.

Copy log hours separately and put them under “Log” column in the spreadsheet

Code Word Document EXAMPLE: 

Where to find the Code Words on the submitted Part: 

      4.  Count all CC (code words) hours for every coach: 

Once you have final number count, put it under CC column back on the Certified document. 

Once there is a new intake you might need to create new documents. 

• 1. Open folder of the previous certification group, for example 16. Oct 19 Cert

1. Download “Code Words and Log – date” xls file to your computer

2. Rename the file to today’s date, for example CodeWords and Log - Dec19

3. Delete all the data from the previous group coaches leaving the first 3 rows untouched

Step 3 - Create Certification Approved Spreadsheet

1. Log into Dropbox

2. Open ISCA Certification (1) folder

3. Add Coaches data from the Code Words and Log spreadsheet you created above: First and Last Name, Email, CC, Log hours.

4. Go through each coach one by one and check in Infusionsoft if they have paid in full or not. Mark that under Paid in Full column

How to check in Infusionsoft if they paid in full or not:

1. Log into Infusionsoft

2. Type the name of the coach into Search box

3. Click on the contact record

4. Click on Show Invoices button

5. Click on the order for ISCA 

6. Check if all the payments are paid off. (you will see this via a payment plan or one single payment PIF)

7. Highlight coaches who have not paid in full in Red colour and add the date they will complete their payments. So next time you complete the certifications you can check back and process the certification. 

Step 4 - Getting Ready to Prepare Certificates

Main points to cover in approved spread sheet before certificates are sent:

1. Code Words (doesn’t matter if they don’t have them, not necessary for ISCA cert)

2. Number of CCs 

3. Total coaching hours logged (must be 30+ hours)

4. Coaching Excellence (must be 100+hours)

5. Account up to date (Paid in full for program) log into Infusionsoft and do while addressing envelopes

Email the coach if:

1. Modules aren't completed

2. Coaching Log hasn't been uploaded

3. They haven't logged 30 or more coaching hours 

4. They are overdue in their account

1. Log into InfusionSoft

2. Search for Coaches Name - In right hand search box (if you cant do it with their name, try their email address)

3. Click on their name

4. . Check if they have paid in full for the ISCA - first step is to see if there is anything showing in Bal Due in their account summary at the very top right of their account

If there is a Balance due, then scroll down and click on orders>ISCA online order 

If there is money outstanding for the ISCA tuition, please email coach (we do not certify coaches who have an outstanding debt with the ISCA, their tuition needs to be paid in full).

Sample emails (scroll down page) for: 

Email 1.Not logged enough hours (must be 30 minimum)

Email 2. Not uploaded their coaching log

Email 3. Not paid in full (cannot become certified until PIF)

Email 4. Not completed all modules

You can open a coaches record and check their address, make sure they have paid and apply their tag at the same time:

1. Certificate prepared and posted

2. Certification Success Tag applied

3. Spreadsheet updated with dates both of these things have been done

If information is missing or not enough logged hours, please note in spreadsheet once email sent.

Step 5: ISCA Certified TAG

Log into Infusionsoft, find clients record and apply tag:

In Infusionsoft> Customers Record 

Click on Tag  (along top menu bar for client)

Look under Category> Certification > From Dropdown Menu > ISCA Cert. Success

This message directs Coaches to the Certification Success page, where they need to complete the ISCA Cert Success JotForm in order to receive their printed ISCA certificate. Once the form is submitted, they’ll also gain access to all their certification resources, including Press Releases, and Logos, etc.

Head back to the Certified Spreadsheet and mark the date the tag was applied. 

Step 6: Coaching Excellence Tag

If coach has logged 100 hours or more they are eligible for a Coaching Excellence Award.

Approx. 3 weeks after ISCA Tag give coaching excellence tag – (make a reminder in Wiki to Tag that person)

Step 7: Notify Sunshine Coast Team

Once you have competed the above steps you will need to create a task in TW for Sandy to complete the Certificates. 

1. Create an order form for the Certificate team. 

To do this follow this process: 

It will look a little different to the above process but your order form will look something like the next picture: 

2. For printing certificates

1. Either email in:

EMAIL:
Email officeworks:  officeworks@printme.com Must go to Officeworks and pay and pick up printing within 24 hours or email is deleted
Subject Line:  Print Certificates
Then upload certs to be printed
In body of email: Please print one of each on 110 gsm silk full colour

2. OR take on a Memory stick:

Take to Officeworks

Print on 110 gsm silk full colour

2. Certificates are saved in DropBox:

Dropbox> 2022 Operations Manual> 2025 Pending & Sent Orders> 01. Pending> ISCA Certificates to print

Sample Emails

If an email needs to be sent to Coach use template log into their account in IFS, then scroll down to Send Email - Scroll to bottom and click send email button

Make sure that you change the from address to: info@wildlywealthy.com

Subject: [ISCA] Certification Query

Dear Coaches Name,

EMAIL 1 - If coach has not logged enough hours (minimum of 30 hours for certification)

Subject Line:  ISCA Certification query

Hi Noelene,

Thanks so much for your application to become ISCA certified.  Unfortunately you have not logged sufficient hours to complete certification – you need a minimum of 30 hours and you have done 9

Can you please respond to this email and attach your most recent coaching log and advise in the email the total amount of hours logged.

We shall then proceed with your certification application.

EMAIL 2 - If coach has not uploaded their coaching log

Subject Line:  ISCA Certification query

Hi Dianne,

Thanks so much for your application to become ISCA certified.  Unfortunately you have not uploaded your coaching log along with your application.

Can you please respond to this email and attach your coaching log and advise in the email the total amount of hours logged as of 15th January 2014.

We shall then proceed with your certification application.

EMAIL 3 - If coach has not paid in full

Subject: Important: Achieving International Certification

Hi NAME,

I hope this message finds you well and you are enjoying your coaching journey.

We're SO excited your time is coming up soon to apply to become an Internationally Certified Coach with the Inspired Spirit Coaching Academy

With this in mind, I want to remind you of an important step to achieve your International Certification. 

Our records indicate your current payment plan for the ISCA is ongoing, and per our terms, full payment is required before certification can be granted.

You can continue with your payment plan, or pay off the remaining payment/s early so you can become certified sooner.

Simply log into the members area, click on My Account and make payment/s yourself.

URL:
UN:
PW: 

Or alternatively email or phone and I can let you know the outstanding balance, and if you want I can arrange to process your payment/s for you. 

To  ensure a seamless certification process and to celebrate your accomplishments without delay, we encourage you to complete your remaining balance at your earliest convenience. 

If you have any questions or need assistance with the payment process, please don't hesitate to hit reply as we're here to support you every step of the way.

Thank you for your dedication and commitment. We look forward to celebrating your success as a certified international coach.

Ava

EMAIL 4- If coach has not completed all modules

Coaches Name,

Thanks so much for commencing your ISCA online certification.

Unfortunately we only have a record of you completing two modules. Please let us know if you wish to finish your certification or whether you are not going to complete.  Alternatively if you have submitted all modules please let us know and we will look into it further.

EMAIL 5- If coach has not uploaded a signed document

Subject: [ISCA] Signed Doc

Dear NAME,

Thanks so much for your application to become ISCA certified. Unfortunately, we received a blank document along with your application.

Please respond to this email and attach your signed document to complete your certification.

We shall then proceed with your application.

Ava
Support to Sandy Forster
Bestselling Author, Speaker & Prosperity Mentor