The CoachAccountable Blog

We’ve added a small-but-powerful feature called Resource Packages. These allow you to install various resources (like files, courses, and templates) that were created by other coaches right into your own CoachAccountable account.  Likewise, these make it possible for other coaches to install YOUR resources (should you ever want to create and share your own packages.)

A couple scenarios in which this might be useful:

• Finding Additional Resources From CoachAccountable. When you signed up, you automatically received some content from us pre-loaded into your account. We’ve provided even more content and templates for you in these packages.
• Licensing Your Coaching Material. Many coaches start expanding their business by teaching other coaches their methods, with the additional value-add of providing ready-to-use templates. By using Resource Packages, you can make available your Courses, Worksheets, Agreements and more with just a couple clicks – and provide that package only for coaches who have paid your licensing fee. This is a way to sell your well-tested coaching tools.
• Related Coach Accounts. Smaller teams sometimes vacillate between setting up with two single coach accounts or a Team Edition account (more on how to make that choice here). Now, those who choose two single coach accounts can replicate their resources and save time.
• Coaches With Two Accounts. Some coaches use two separate accounts, for reasons like varied tax law with international clients or operating under two different coaching brands.
• Franchises. We’ve heard from The Growth Coach and similar businesses: getting new franchisees set up quickly is key to their success. Corporate-sanctioned tools at their fingertips right away can help get new business owners inspired and active.
• Referrals. If you’re someone who refers CoachAccountable to other coaches in your industry, giving them materials to start with can help solidify their use of the platform.

» Continue reading “Use Resource Packages to Share Coaching Material”

Morgan and I continue to have a good time doing our thing here in our little corner of the internet, delighted as ever to serve coaching and coaches.

But our days of being able to get by as just the two of us are numbered!  So it’s time to add another to the mix.

It was late April when we published our job posting for CoachAccountable’s Number 3.

Rather than like last time, wherein I got deluged by 141 resume/cover letter combos in a 48 hour period, we made applying a little less, er, automate-able, shall we say!

Poring over resumes and wading through cover letters to find what we’re looking for is both super boring and a deeply imperfect process: they’re too easy to game, and for those not hip to the game, too easy for a genuinely remarkable candidate to get passed over.

So we did something a little different.  This time, the way to apply was to watch a video wherein I talked about what specifically we were looking for, and then send a hello video right back.

If you’re at all curious about the internals of how we roll and what we’re aiming to create in our team, you may enjoy to see below the very job posting we put out.

» Continue reading “Growing Our Team to Number 3”

This feature’s not a big deal, but can be kind of nice.

When sharing written materials or giving assignments to clients, it’s often handy to reference certain files or other media as part of the content.

For a long time, CoachAccountable has supported embedding videos and other media right into your Worksheets and other documents.  (In fact, if you’re curious about THIS topic go check out THAT first… because that’s what you’ll probably want 90% of the time!)

But SOMETIMES the thing you want to reference is a file that just doesn’t lend itself to embedding (like a spreadsheet, or PDF), and OFTEN, that something is a file that you’ve shared with them (be it from your Library, as part of a Course, or even just as a one-off).

For those cases, it’s workable (but admittedly kind of clunky) to say “Please go find such-and-such file in your Files tab…”  Better instead to have a button that takes your clients right to the file you want them to access, and have it open right there with no need to jump away from the Worksheet/Whiteboard/etc. at hand.

» Continue reading “Linking Shared to Files from Session Notes and Worksheets”

Offerings allow new or established clients to schedule themselves for an appointment with a member of your team.  Usually a given Offering entails scheduling with a specific coach, BUT what if you’ve got a collection of coaches, and the “who to book with” part of the equation is really a matter of whomever is available at the desired time?

For example, say Alice is available on Mondays and Bob is available on Tuesdays: what we’d really like is for our clients to be able to pick whichever time works for them on Mondays OR Tuesdays.

In another example, a certain school of business growth encourages teams to utilize a “round robin” strategy for assigning initial coaching calls for prospective clients. This allows all enrollment coaches (or, in other words, sales folks) to have a balanced volume of conversions.

To address these scenarios and others, you can now configure your Offerings to have multiple coaches be considered for scheduling purposes.  Let’s see how this works!

» Continue reading “Scheduling With Your Coaches Based on Who’s Available”