The CoachAccountable Blog

What's new with the CA platform, tutorials on using it, and customer spotlights.

Archive for October, 2014

Quick Client Setup with Starter Kit Courses

Consider the following scenarios:

  • Nutrition and wellness coaches routinely have their clients track things like weight, exercise, and dietary intake.
  • Real estate office managers training their agents on performance will often be concerned with typical metrics like appointments, touch points, and showings.
  • Business development coaches commonly start their clients with a standard action plan which has owners taking stock of their operations and getting generally prepared for the process.

In these cases and so many more it is common for a coach to have a standard set of Metrics and/or assignments that applies to every new client they onboard.

Especially now that they’ve been freed up for everyone, CoachAccountable Courses provides a way to quickly set up new clients according to these standard templates using what I call “Starter Kit Courses”.

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Delightful Collaboration VI: Getting Right-Brain Friendly

Marney MakridakisI first really made the acquaintance of Marney Makridakis of artellaland.com about one week into her trial, when she sent a lengthy email containing about a dozen questions about CoachAccountable.  Pretty much all of them were of the hard-hitting variety: questions that came from savvy about the how the system worked and thus whose purpose was to push for more.

Marney got right to the point:

Hello. I’m a new user (currently on the trial) with a handful of questions.  I’m starting with about 30 clients, though in the future I may have more than that, as I may be planning a Team setup, where I can supervise my coaches’ coaching – in which case I would have a pretty robust team system.

My questions are below. Some of these may be more along the categories of “wish list” items – but perhaps you might be able to direct me through a workaround for things my client and I might try.  If a phone call is easier for providing support, let me know and I’m happy to call over phone

I opted for the phone call–actually chatting with a coach is way more fun than banging out a detailed email in solitude.  As luck would have it, the answers to a few of her questions were already in my immediate plans and would soon be released (Action Projects and Client Exports).  For the other things we got deep into the nitty gritty of flow (eliminate all emails flying back and forth and have it all instead in-system), scale (manage a large pool of clients in a very high-touch manner), groups (lots of group interaction, collaboration, and sharing), and user comfort (having system be friendly for creative and very visually oriented types).

» Continue reading “Delightful Collaboration VI: Getting Right-Brain Friendly”

CoachAccountable Merch First Sighting

Baby Kira, sporting promotional gear.

Baby Kira, sporting promotional gear.

In fairness I drew this on a plain white onesie a few weeks before she was born.

Turns out demand for CA merch for newborns is really low. :)

Hanging with Kelly Talamo

The first two times I met with CoachAccountable users it was while I was abroad: John Kentworthy early last year in Singapore, and David Frank Gomes a few months ago in Vancouver.

Kelly TalamoThis time I had the luxury of a CoachAccountable user coming to me, and in my own country no less!  Kelly Talamo was in town from New Orleans for the day, and wanted to make a morning of meeting me at a coffee shop in my neighborhood.

In early September Kelly emailed me the following in response to CA’s birthday announcement:

Thanks for sharing this killer news.
I’m so grateful for you and your system.  It’s totally been a gift for me.

My business continues to grow — even more than when we spoke last. I’m about to swap out some old clients for new ones and also about to bring one of my clients into a team environment.  I’ve mentored a gal who’s becoming the “lead coach” in one of my companies and when I walk out the door they are committed to their own Coach Accountable system.  :)

So business is great for me — but will be even better for you!  Having said all of that –  I have a confession (of sorts) to make. That is — as well as I’m doing in my coaching and consulting — I’m not where I should be (knowledge-wise or practically) on Coach Accountable.  I’m so busy growing people – and creating solutions for my clients – I’m sort of “neglecting me.”  Not totally — but in this area.

So – I had a special request that I’d like to run by you.

I may be coming to Denver to spend time with a friend — and I was wondering if you and I could perhaps meet at a coffee shop – where ever you are and spend about 2-3 hours where you could walk me through some of this. I know this is kind of ‘special treatment’ – and I’d be happy to pay for your time — but it’s also how I learn the best.

Would you consider that?

It’s always a treat to meet the folks who use my system, so I was immediately keen.  As I’ve mentioned before, I can’t buy market research better than experiences like this.

» Continue reading “Hanging with Kelly Talamo”

The Ultimate Coaching Souvenir

It has been my experience (and I know I’m not the only one) that coaching is an overall transient experience.  You get coached, you get ideas, insights & motivation, hopefully you act on these in a difference-making way, and that’s it.

What remains afterwards is hard to define or quantify: hopefully some noticeable results persist when the coaching ends, but motivation and inspiration are eminently perishable, and ideas (unless captured) all too commonly fade from memory.

This isn’t a huge problem for coaching: again it’s ultimately about the real-world impact which gets made, and if the coaching is worthwhile this should be a given.  Still, to have some tangible souvenir of the process would be a nice perk at very least, and perhaps a substantial value-adding takeaway.

I’ve had numerous coaches ask me some variation of: “My client is wrapping up their program with me.  Is there any way I can get all of their data out of the system so that they can have it after we’re done?”

With CoachAccountable’s ability to export complete client records, the answer is yes.

» Continue reading “The Ultimate Coaching Souvenir”