The CoachAccountable Blog

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

My First In Person With A Customer

Most of the time, I interact with CoachAccountable customers through phone, email, or screen share. While I think those are all perfectly acceptable forms of communication, I relish the opportunity to meet with a customer face to face. Getting to know coaches is one of the perks of my work, and the best way to do so is in person.

That opportunity — my first — came up the other week. David Frank Gomes, of Life Compass Coaching, emailed John to ask a couple of questions. David recently joined the volunteer board of Create Change, a charity working to empower girls and youth in Canada and Ghana, and he wanted to know how to best setup program participants in CoachAccountable.

David, who resides in beautiful Vancouver, has been a user and fan of CoachAccountable for a couple of years now, and had actually met with John in person a back in 2014. Since I had a trip planned to Vancouver to visit family, John suggested that David and I meet up. Thank you John for keeping me in mind!

David and I ended up meeting at a cafe right next to the scenic Granville Island. Coffee in hand and laptop and iPad open, we talked about how to best setup the Create Change program — a leadership and marketing program for Vancouver highschool kids who raise money to send girls in Ghanan to school — in CoachAccountable.

It was a fantastic time. I listened to his vision for the program and how CA would fit. We went through Courses and Groups and piping in Worksheets from Metrics. One suggestion I gave that seems to be much appreciated with whoever I talk to is the idea of Starter Kit Courses. If nothing else, take advantage of the automatic delivery of Courses to send onboarding messages, Worksheets, and maybe even a short screencast tutorial to get new clients off and running with the system.

The beauty of meeting up in person is the conversation: the attempt to understand the coach and the program and the subsequent feedback and back and forth that occurs as new questions and ideas inevitably arise. And to top it all off, selfies are possible:

davidandpaolo

I appreciate the chance to get to know our customers because I end up learning more about coaching, why folks become coaches, and more and more, what quality coaching looks like. All valuable knowledge in and of itself, but especially in the context of the work I do.

Thanks for meeting up with me David. It was lovely chatting with you and I’m glad I could be of service!

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1 Comment »

  1. David said,

    December 14, 2016 @ 5:57 pm

    Paolo, it was both a pleasure to meet you in person and beneficial for th help and support I received!

    Cheers,

    David

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