Coaching Access Portal

This is the work that changes everything,

[Name]

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You’re in the right place to book coaching sessions, access resources, and stay connected to everything you need to grow your business with D-SOURCE.

This is your private space to:

- Book Coaching Appointments;

- Check Your Coaching Task List; and

- Access Your Google Drive.

Book your NEXT coaching session




Need coaching support? Secure your spot early — sessions fill fast.

INISIDE THE PORTAL: YOUR  LIVE COACHING WORKSPACE

Powered By Airtable

You do not need an Airtable account to use your portal, but logging into Airtable may improve your experience.

Inside your portal, you can:

View Client Tasks — Click to see all outstanding assignments and next steps.

Upload Documents — Securely share files with your coach and admin team.

Submit Questions — Quickly send questions between sessions (no need to resend — we receive them instantly!).

Access Your Business Drive — View all the documents we've developed together inside your private Google Drive folder.

Track Coaching Time Remaining — Updated after each session.

View Power Points Earned — Earned through original coaching time purchases (see Power Point Manual for full details).

Find Session Notes and Recordings — Summaries, transcripts, and recordings are all here for your review.�

JUMP TO LIVE WORKSPACE IN AIRTABLE

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this is your live coaching workspace

POWERED BY AIRTABLE

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Stay Tuned — There’s More Coming!

This is just the beginning of your D-SOURCE coaching experience.

We’re actively building and unlocking new tools inside your portal every week — all designed to make your journey smoother, smarter, and more supported.

As we grow together, you’ll gain access to:

Ways to Earn Free Coaching Time Yes, really. From Power Point bonuses to referral perks, you’ll be able to unlock more support as you grow.

Group Coaching Sessions Get additional insight, feedback, and motivation by connecting with other bold entrepreneurs inside exclusive group coaching rooms.

Live Announcements + Special Events We’ll share real-time updates, resource drops, and time-sensitive funding news — right here inside your portal.

New Coaching Portal Features Each week we’re unveiling new sections of the website to make your coaching experience even more powerful and personalized.

NEW CLIENTS STAR HERE

Welcome to Your
D-SRC Onboarding

Before you dive into coaching, we ask that you plan at least one hour of uninterrupted time to carefully review the guides, videos, and resources provided below.

These materials are designed to:

Help you understand how to access and navigate your files, folders, and coaching tools.

Set you up with the systems and habits that will support you not just during coaching, but for the life of your business.

Please take this time seriously. The organizational systems we build together form the foundation for sustainability, funding readiness, and long-term business success — even after your coaching agreement concludes.

Your Coaching Success Kit

Click the icons and/or text below to download and view  each onboarding guide

What To Do Next.

1.
The Retail Development Guide

Review Onboarding Documents

Go through each guide, video, and document carefully.

2.
Connect with Local Funders

Make Notes

Make notes if you have any questions, concerns, or technical issues.

3.
Complete the Funders Checklist

Come Prepared

Bring any remaining questions to your first coaching session, where your coach will help you proactively navigate your files and set you up for success.

We want to get all navigation, access, and system questions out of the way early — so you can focus fully on building, growing, and funding your business.

Why This Matters

The most successful entrepreneurs are the ones who:

- Stay organized

- Maintain clear business portfolios

- Protect and build on the structures we create together

Establish Your Business Idea

Organization is not busywork. It's your foundation.

Your Drive folders, business portfolios, and coaching portal are tools you’ll continue to use — even years from now — to keep your business fundable, credible, and ready for every new opportunity.

These systems aren’t just “homework.”
They are your operational blueprint for growth, funding, scaling, and sustainability.Getting into the habit of staying organized now will separate you from founders who struggle to move past early-stage chaos.

If You Need Help?

If you still have questions after completing the onboarding steps, that's okay!

Bring them with you to your first coaching session so we can walk through everything together and set you up for long-term success from Day One.We’re excited to help you build something that lasts.

Let’s get to work!

Keep checking back, and don’t forget — your success story is still being written.