This week has been a deep dive into client engagement in coaching programs, from why it matters and is worth managing to how to cause more of it. To round out the series I’m happy to unveil CoachAccountable’s brand new Client Engagement Reports.
The impetus to create these reports began 12 days ago during an inspired conversation with Michael Leahy, wherein he expressed the desire to see how his clients were engaging but in a manner more efficient than clicking through to each one and manually reviewing. The vision was further brought into focus last week when Nicky Roberts shared how keeping up with clients who are falling off in their engagement has made a substantial difference in her client retention.
So now I get it. Between action plans, marking things done, accessing shared files and more, CoachAccountable already maintains a seriously detailed record of how much clients are engaged in their coaching process. Knowing that a client is falling behind is actionable information: a chance for coach to check in and offer whatever support might be appropriate.
All that’s needed to make an actionable gauge of client activity is to pull it all together and present it to coach in a way that’s super simple to understand. Thus the new Client Engagement Reports: