Free training

Onboard a new cohort in 48 hours

Two days for the moment a cohort's enrollment closes. Every participant gets set up, tells you where they're starting from, meets the group on a 30-minute welcome call and finishes one small win, so session 1 starts with people who have already arrived.

For
Coaches and program operators who run cohort or group programs
Length
2 days
Format
Group, with a 30-minute welcome call on day 2
2 days10 activities
  1. D1Get set up and say where you're starting
  2. D2Meet the group and get a first small win
The outline

What participants do

Start it the day enrollment closes and invite everyone in one batch, so the whole cohort moves through it together. Day 1 is setup and intake; day 2 is the welcome call and a first small win. Each lesson takes two minutes to read and each worksheet about ten. Your side as the coach: read every intake answer as it arrives, resend the invite to anyone who hasn't accepted by the end of day 1, and before session 1 send a personal message to anyone who missed the welcome call or hasn't done the check-in. It works for cohorts of 6 to 30; with more than 12, split the welcome call into breakout rooms of four to six.

  1. Day 1

    Get set up and say where you're starting

    • Lesson

      Welcome: what the next 48 hours are for

      Welcome to the cohort. Before session 1 we have two days, and they're for three things: getting you set up so nothing technical gets in the way later, meeting the people you'll work with, and doing one small thing that moves you towards your goal. None of it takes long, and all of it makes session 1 better for you and for everyone else.

      Today: work through the setup list, then fill in the intake. It takes about ten minutes, and your coach reads every answer before the first session. Tomorrow: a 30-minute welcome call with the group, and your first small win.

    • Task list

      Setup list

      • Add every session date and time to your calendar, with the meeting link in the invite
      • Add the welcome call on day 2 to your calendar
      • Open the meeting link once and check your camera and microphone work
      • Save the program link somewhere you'll find it again
      • Check that messages from the program reach your inbox, not your spam folder
      • Block one hour a week in your calendar for the program's work between sessions
    • Worksheet

      Intake: where you're starting

      1. What do you want to be different by the end of this program? Write it in one or two sentences.
      2. Where are you today with that, in a few lines?
      3. What have you already tried, and what happened?
      4. What's most likely to get in your way over the next weeks? (For example: a busy month at work, travel, losing momentum after the first weeks.)
      5. Which session dates, if any, can you already see you'll miss?
      6. How do you like to be contacted between sessions, and what should your coach know about how you work best?
    • Check-in

      Day 1 check-in

      1. How ready do you feel for the program to start? (1 = not at all, 5 = completely)
      2. Have you finished the setup list? (All of it, part of it, not yet)
      3. Is anything stopping you from joining the sessions? If so, what?
  2. Day 2

    Meet the group and get a first small win

    • Lesson

      Meet the group

      You'll spend the next weeks learning with these people, and you'll get more from them once you know who they are. The welcome call is 30 minutes: a two-minute opening from your coach, a round where each person introduces themselves, and a short look at how the program runs week to week.

      Keep your introduction to 30 seconds: your name, what you do, and the one thing you want from the program. Then listen for one person whose goal sounds close to yours, and one whose situation is very different. Those are two people worth talking to before session 1.

    • Worksheet

      Your 30-second introduction

      1. Your name and what you do, in one sentence.
      2. The one thing you want from this program, in one sentence.
      3. One thing about you that isn't work, if you'd like to share it.
      4. After the call: whose goal sounded closest to yours?
      5. After the call: who would you like to talk to again before session 1, and how will you reach them?
    • Live call

      Welcome call

      30 minutes. A two-minute welcome from the coach, then each participant gives their 30-second introduction. The coach walks through how a normal week runs (the sessions, the work between them, where to ask for help) and the ground rules, and closes by asking everyone to do their first small win before session 1.

      You add this call once the Events app is on the program: see “Then add the welcome call” below.

    • Lesson

      One small win before session 1

      A first step that's finished beats a big plan that isn't. Pick one action towards your goal that you can do in 20 minutes or less, before session 1: send the email you've been putting off, write down the three options you're choosing between, book the conversation you need to have, sketch the first draft.

      Make it small enough that you'll do it today or tomorrow, and specific enough that you'll know when it's done. Then do it, and write down what happened. You'll bring it to session 1.

    • Worksheet

      Your first small win

      1. What's the one action you'll take before session 1? It should take 20 minutes or less.
      2. When exactly will you do it? (Day and time.)
      3. How will you know it's done?
      4. After you've done it: what happened?
      5. What did you learn from doing it that you didn't know before?
    • Check-in

      48-hour check-in

      1. How ready do you feel for session 1 now? (1 = not at all, 5 = completely)
      2. How well do you know the other people in the cohort so far? (1 = not at all, 5 = well)
      3. Did you finish your first small win? (Yes, partly, not yet)
      4. What's one question you'd like answered in session 1?
Run it in upcoach

Two ways to set it up

Either way you get a normal upcoach program you can edit, publish and invite people to when you're ready.

With your AI assistant

  1. Start your free trial with the button on this page.
  2. Connect your AI assistant to upcoach: how to connect AI tools.
  3. Copy the prompt below and paste it into your assistant. You don't need to create the program first.
  4. It builds the training as a draft program: a section for each day, with the lessons, worksheets, task lists and check-ins in this outline. Nothing is published and no one is invited until you choose.
  5. Add the Events app (program + > Add an app > Events), then paste the follow-up prompt to add the live calls.

Or build it by hand from the outline

It's a normal upcoach program. Create a program, add a section for each day, and add each lesson, worksheet, task list and check-in from the outline above, copying the text and questions from this page. Add the Events app to the program for the live calls.

The prompt

Copy this into your AI assistant

It holds the instruction and the whole outline.

Prompt
Here's a training outline. Build it as a draft program in upcoach called "Onboard a new cohort in 48 hours":
one section per day, with a lesson,
worksheet, task list or check-in for each item, using the text and questions word for word.
Questions marked (1 = ..., 5 = ...) are 1-5 scales.
Leave out the live calls for now: I'll add the Events app to the program first and ask you for them after.
Don't publish the program or invite anyone. When you're done, list what you created so I can check it.

```
Training: Onboard a new cohort in 48 hours
For: Coaches and program operators who run cohort or group programs
Length: 2 days

Day 1: Get set up and say where you're starting
- Lesson: Welcome: what the next 48 hours are for
  Welcome to the cohort. Before session 1 we have two days, and they're for three things: getting you set up so nothing technical gets in the way later, meeting the people you'll work with, and doing one small thing that moves you towards your goal. None of it takes long, and all of it makes session 1 better for you and for everyone else.
  Today: work through the setup list, then fill in the intake. It takes about ten minutes, and your coach reads every answer before the first session. Tomorrow: a 30-minute welcome call with the group, and your first small win.
- Task list: Setup list
  - Add every session date and time to your calendar, with the meeting link in the invite
  - Add the welcome call on day 2 to your calendar
  - Open the meeting link once and check your camera and microphone work
  - Save the program link somewhere you'll find it again
  - Check that messages from the program reach your inbox, not your spam folder
  - Block one hour a week in your calendar for the program's work between sessions
- Worksheet: Intake: where you're starting
  1. What do you want to be different by the end of this program? Write it in one or two sentences.
  2. Where are you today with that, in a few lines?
  3. What have you already tried, and what happened?
  4. What's most likely to get in your way over the next weeks? (For example: a busy month at work, travel, losing momentum after the first weeks.)
  5. Which session dates, if any, can you already see you'll miss?
  6. How do you like to be contacted between sessions, and what should your coach know about how you work best?
- Check-in: Day 1 check-in
  1. How ready do you feel for the program to start? (1 = not at all, 5 = completely)
  2. Have you finished the setup list? (All of it, part of it, not yet)
  3. Is anything stopping you from joining the sessions? If so, what?

Day 2: Meet the group and get a first small win
- Lesson: Meet the group
  You'll spend the next weeks learning with these people, and you'll get more from them once you know who they are. The welcome call is 30 minutes: a two-minute opening from your coach, a round where each person introduces themselves, and a short look at how the program runs week to week.
  Keep your introduction to 30 seconds: your name, what you do, and the one thing you want from the program. Then listen for one person whose goal sounds close to yours, and one whose situation is very different. Those are two people worth talking to before session 1.
- Worksheet: Your 30-second introduction
  1. Your name and what you do, in one sentence.
  2. The one thing you want from this program, in one sentence.
  3. One thing about you that isn't work, if you'd like to share it.
  4. After the call: whose goal sounded closest to yours?
  5. After the call: who would you like to talk to again before session 1, and how will you reach them?
- Lesson: One small win before session 1
  A first step that's finished beats a big plan that isn't. Pick one action towards your goal that you can do in 20 minutes or less, before session 1: send the email you've been putting off, write down the three options you're choosing between, book the conversation you need to have, sketch the first draft.
  Make it small enough that you'll do it today or tomorrow, and specific enough that you'll know when it's done. Then do it, and write down what happened. You'll bring it to session 1.
- Worksheet: Your first small win
  1. What's the one action you'll take before session 1? It should take 20 minutes or less.
  2. When exactly will you do it? (Day and time.)
  3. How will you know it's done?
  4. After you've done it: what happened?
  5. What did you learn from doing it that you didn't know before?
- Check-in: 48-hour check-in
  1. How ready do you feel for session 1 now? (1 = not at all, 5 = completely)
  2. How well do you know the other people in the cohort so far? (1 = not at all, 5 = well)
  3. Did you finish your first small win? (Yes, partly, not yet)
  4. What's one question you'd like answered in session 1?
```

Then add the welcome call

The prompt above leaves the welcome call out, because a new program has no Events app yet. Once the AI has made the program, add the app yourself: open the program, choose + > Add an app > Events. Then fill in your details and paste this follow-up prompt.

Follow-up prompt
I've added the Events app to the program "Onboard a new cohort in 48 hours". Add the welcome call as a single event: 30 minutes on [date of day 2] at [time] [time zone], with this meeting link: [link]. Then list the event you created so I can check it.

Questions

Who is this training for?

Coaches and program operators who run cohort or group programs: group coaching, cohort-based courses, leadership cohorts and masterminds. Run it in the two days after a cohort's enrollment closes and before session 1. It works for cohorts of 6 to 30.

How do I get this training into upcoach?

Connect your AI assistant to upcoach, then paste the prompt on this page. It builds the training as a draft program: a section for each day, with the lessons in our words, the setup task list, and the worksheets and check-ins with these questions. Or build it by hand from the outline: it's a normal upcoach program. How to connect your AI assistant

Does the prompt add the welcome call?

Not the first prompt. The call needs the Events app in the program: open the program, choose + > Add an app > Events, then paste the follow-up prompt and the assistant adds the welcome call.

Will participants see it as soon as it's built?

No. It's built as a draft: nothing is published and no one is invited until you choose to.

What should I set up before the 48 hours start?

Every session date with its meeting link, a welcome message that names the first session date, and a plan for small groups if you use them. Our guide to onboarding a new cohort has the full checklist for before day 1 and for week 1. How to onboard a new cohort

Can I change the lessons and questions?

Yes. Edit the outline before you paste it, or edit the activities in upcoach afterwards. The assistant uses the text you paste.

Run “Onboard a new cohort in 48 hours” in upcoach

Start a free trial, then build it with your AI assistant or by hand from the outline.