The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Archive for April, 2020

Improve the Sales Funnel Journey With Offering-Specific Page Arrangements

In a recent conversation with a coach, I heard the following request:

I want to nurture my clients through a very specific sales funnel.

  1. They should come in through a basic, self-paced Course, which only includes a few items (Actions and Worksheets).
  2. Then, if they want to (and have proven themselves as a good fit), at the end of the Course they can see what else is possible with the system and upgrade to Group Coaching.
  3. After that, I want to upsell with my One-on-One Coaching.
  4. (Optional) the big-ticket private mastermind.

How can I best use CoachAccountable to make this funnel happen?

Enter Offering-Specific Page Arrangement. Let’s take a look.

» Continue reading “Improve the Sales Funnel Journey With Offering-Specific Page Arrangements”

Different Offers, Different Clients, Different Currencies

For the longest time in CoachAccountable, choosing the currency in which you did business with your clients (for invoices, Offerings, and Engagements) was a one-and-done, set it and forget it kind of thing.

This simple model of one-currency-per-account has worked just fine for over 99% of our customers: most everyone using CoachAccountable to bill for their services only needed to do so in exactly one currency across the board.

But as we get to serving more and more folks, particularly larger organizations with an international base of customers, they “hey I need to bill some folks in X and others in Y” sentiment has become more prevalent.

The time has come for CoachAccountable to support billing in multiple currencies, and so this is now a thing.  Let’s check it out!

» Continue reading “Different Offers, Different Clients, Different Currencies”