The CoachAccountable Blog

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

Archive for August, 2018

Happy Birthday CA! Let’s Recap Year Six.

5 years of doing it has me quite proficient at Photoshopping on another candle.

What a year it has been!

Version 3 launched.  That by itself is enough to mark CoachAccountable’s 6th year a powerful one.  I keep hearing of other platforms whose efforts to upgrade or release a new version end up being largely, ahem, a bug-ridden shit show.  No such problem here.

And what a relief to have that done.  Much of the time I was working on V3 my wife and I had a new baby around.  Suffice it to say that building a major revision to a system as complex as CoachAccountable when you have a new baby is challenging.

But that’s all done!  And young James, our second, is now 19 months old: largely done with teething and sleeping beautifully through the night.

With that lovely foundation of well restedness restored, plenty of other good things have happened in CoachAccountable land during this 6th year.

Since Version 3’s launch a lot of the progress on the platform has centered around a theme of letting you guys run the more nuts-and-bolts aspects of your business more smoothly, and by “business” I mean selling your services and getting paid.

We added support for automatic subscription billing.  We made it so that you could accept payments via Square.  Most importantly, we launched Offerings and Offering Bundles which allow you to sell your coaching services right from your own website.

On the more human side of things, the talented and charismatic Morgan joined as CoachAccountable’s Director of Customer Love and Hand Holding.  She and I represented at the Association of Coach Training Organizations’ annual conference whereat I gave a talk on using technology in coaching.

Beyond that sort of outreach, we made some lovely strides in making CoachAccountable itself more approachable for you, your colleagues, and your clients.  A beautifully animated 2 minute video explains the gist of CoachAccountable like never before, we finally made it super clear how everyone can install CA as an app on their smartphone through a groovy simple trick, and we got all our privacy-respecting bits in order for full compliance with the GDPR (spoiler alert: we were never doing anything nasty with anyone’s data to begin with, we just wrote up the paperwork to make it official :).

And we had the usual bevvy of technical improvements to make CA just plain run better for everyone: direct sync with Google calendars, bulk client uploads, a new thing called “Calculated Form Inputs” (which we haven’t even had time to write up yet!), and a steady stream of other enhancements and polish that make their way into CA most every week.

In summary, with all that covert work on Version 3 done and launched, this year has been a delightful and swift march towards a more perfect coaching platform.

It has been (and continues to be!) our joy to grow CoachAccountable into all the lovely things it can be in service of you guys as coaches.  We hope you love these improvements and that they’re serving you well: empowering you to do your best, most difference-making coaching.

AND I’m happy to say here and now that we STILL have plenty up our sleeves.  As always, can’t wait to show you when it’s ready.

Thank you to everyone who’s been along with us for so long (and to those of you who have just joined!).  Together we’re forwarding a most worthy industry, making it more effective and more approachable.

Here’s to the game!
John & Morgan

Have a Bunch of New Clients? Bulk Import Them.

Sometimes coaches request to bulk onboard new clients into CoachAccountable. This can happen with a new account (when a company switches all its coachees over to CoachAccountable), or when a new program starts (suddenly 45 people in the cohort need to be added by Wednesday, help!).

Adding a client the usual way is pretty quick, but going one by one can get tedious when you’ve got more than a handful.  However, if you’re handy with a spreadsheet you can get all of their information in line and import it all with just a few clicks.

» Continue reading “Have a Bunch of New Clients? Bulk Import Them.”

Prospective Clients are Full-Fledged Clients, and that’s a Good Thing

With the advent of our much-anticipated, oft-requested Offerings, you can now sell coaching directly from your own website. Offerings set up a seamless experience for your clients and prospective clients, with options to schedule an Appointment directly into your calendar, be automatically enrolled in a Course (such as an onboarding Course), and/or participate in a Group.

One of the great things about Offerings is that they eliminate the need to have a separate account with ScheduleOnce, Acuity, Calendly, or other such online scheduling systems.  This is because CA Offerings give you the ability to let prospective clients book intro calls with you directly online.

But Offerings allow you to give much more than just a way for those new clients to schedule themselves into your calendar:

» Continue reading “Prospective Clients are Full-Fledged Clients, and that’s a Good Thing”

User Spotlight: I Am Virago

I had the opportunity to interview Janice Lichtenwaldt, founder of I Am Virago, about her business and her experience using our coaching software. We talked for an hour and certainly could have continued on, so naturally I’ve edited for length and clarity. Enjoy!


What is Virago?

Virago is a derogatory word for an aggressive, powerful woman, [but] it used to be a title of honor in Rome, and I want to take it back.

Janice Lichtenwaldt I Am Virago with CoachAccountable

My mission is focused on helping women come into their fullness of being. Everybody has a different definition of what is satisfying for them, so the idea behind I am Virago is to explore all of the ways you want to show up in the world, find one that speaks to you, and be unafraid to go after it.

Success for I Am Virago will be [when] women aspire to be Viragos, and little girls are saying, “I want to grow up and be a Virago.”

» Continue reading “User Spotlight: I Am Virago”