The CoachAccountable Blog

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

In-System Messaging, a Nice Little Step Up From Email

Every now and again I’m asked if CoachAccountable can be used to send messages between coach and coachee.  My thought process in responding usually goes like “Well, sort of: journal entries, session notes, action alerts, reminders, file sharing notifications… all kinds of messaging!”  But the real essence of the question is of course concerning more fundamental messaging, like an email.

Until now my response has been to just use email.  Email is great, everyone gets it and is already setup to use it.  There’s no reason to reinvent that wheel within the context of coaching software, I figured.

It turns out there are a number of perks CoachAccountable can offer by way of a messaging system, perks that specifically support coaching relationships.

Let’s look at how it works.

Sending a message is just like composing an email, and either coach or coachee can message the other.  Here for our example, coach is bringing down the hammer upon coachee (because people who are coached are up to big stuff, and sometimes get behind):

Dude, where's my follow through?

Dude, where’s my follow through?

Note the [loginLink], which means the email will send off to the coachee with a one-click access to magically log them in (let’s make it as easy and effortless to have them comply with our request, right?).

Coachee gets an email just as composed by the coach, plus spiffy coach branding (makes the email stand out, reminds your coachee “Ah, this is a coaching email, coaching emails are important!”):

Message email

Mmmm… pretty emails!

Coachee does their thing, logging in and acting upon your most actionable request.  When done, they can reply right back to you like a normal email:

Message reply

The reply comes right to your email, keeping you in the loop:

Oh good, he's not totally asleep at the wheel on this.

Oh good, he’s not totally asleep at the wheel on this.

Back in CoachAccountable, the Stream on the coachee’s page updates accordingly as the communication unfolds, meaning that this exchange has been automatically captured in the growing record of your coaching happenings.  This is kinda cool right now, and very cool later (when review, reporting, and/or auditing become interesting and/or necessary).  As a bonus, coach can see when the coachee actually opened the email:

Prettier than the average inbox search, I reckon.

Prettier than the average inbox search, I reckon.

To recap, the benefits of CoachAccountable messaging between you and your clients (over conventional email) are:

  • Super simple to send while within CoachAccountable, when coaching is your focus.
  • Coaches can provide a magic login link for clients as part of their messages.
  • Messages arrive with the coach’s branded style, looking sharp and differentiated.
  • Coach is able to see if (and when) the client opened the message.
  • Replies work just like regular email.
  • The complete exchange (which happens via conventional email) is automatically documented and filed away in CoachAccountable, meaning it’s ripe for referencing later, for recall, documentation, auditing, etc.

More recently:

Previously:

4 Comments »

  1. Dr John Kenworthy said,

    April 29, 2013 @ 11:50 pm

    Cool cool cool :-)
    Now no more ‘excuses’ about “didn’t receive that email”, or “can’t find it now”.
    Whilst it may be somewhat reproducing the use of email, this I think is a very useful addon for clients and coaches alike.
    Especially with courses.

  2. David said,

    May 2, 2013 @ 6:11 pm

    Great feature, and really helpful John…thanks

  3. Bobby Welch said,

    December 8, 2016 @ 10:47 am

    I love how open you are to feedback. Well, not just open to it.. you take action on it. Well done!

  4. John said,

    December 8, 2016 @ 12:37 pm

    Hi Bobby,

    Thanks! Yeah that’s a super fun part of the job, and as I’ve said many times here on the blog, CA is better for it. :)

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