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Introducing Companies

If you only ever work with/are hired by individuals, you can probably ignore this.

But if organizations hire you to work with one or more individuals, CoachAccountable Companies are for you.

With CoachAccountable Companies, you can:

  • Organize your individual clients by company
  • Invite Company Personnel to have their own accounts within the the system
  • Invoice the organization, rather than the individuals you are coaching

Let’s see how this works!

Setting up Companies

As hinted at earlier, Companies aren’t relevant for all coaches.  So in the interest of not cluttering anyone’s coaching platform unnecessarily, these are by default turned off.  To get started visit the My Account page >> Add Ons and enable Companies:

Turning on Companies

Just flip the switch and you’re on your way.

Companies are available only in Version 4, so if you don’t see these you’ll need to switch over first!

Once enabled, you’ll have the new Companies tab, either on your home dashboard page (for single coach accounts) or on the team administration page (for team accounts):

Here is where you’ll eventually find the listing of your companies, and the individuals in each.

Creating a company is simple.  Just give it a name, and, on Team Edition, indicate which person on your team is the primary liaison (more on that below):

Once it’s created, you can enter an address for the company (for your records, and also to appear on invoices for that company) and upload the company logo.

Tying Clients to Companies

When you have one or more Companies, you’ll have the option to associate a new client with one as part of adding that person:

A simple relationship: a given client is either unaffiliated, company-wise, or belongs to one of the companies set up in your account.

This company affiliation can also be set from the Client Manager pop-up, under Basics.

From your Active Companies listing, clicking on a given company takes you to the respective Company Page:

Here you’ll find all things pertaining to a company.

Here’s where companies shine as a way to organize your clients: the client listing is pared down to those from that company, and appointments and reports are filtered along the same lines.

Other client lists, like for a given coach or for an entire Team Edition account, show company affiliations with the company’s logo.  Filter your client listing to only include a particular company by searching for the company’s name.

Inviting Company Personnel

To me the most exciting new possibility with Companies is your ability to create user accounts for personnel.  Personnel are members of a company you aren’t necessarily working with directly, yet who have a vested interest in the work you’re doing nonetheless.

Adding personnel is much like adding clients or other team members: only name and email address are required, and you can send an invite email immediately or later (you’ll find a new “Invite New Company Personnel” email template in Settings >> System >> Message Templates).

By carefully setting permissions, you can give each person the exact level of access they should have:

Just invoicing access? Select reports? Complete client records? Your choice!

The collection of permission settings allows for granular control of what a given individual is and isn’t allowed to see and do.  This makes it possible to grant only access to manage invoices for one, a window into reports for another, and total transparency into all work for yet another.

And in case you were wondering: personnel do not count toward your subscription plan, so you’re free to get everyone in the loop who should be!

Company Groups

Once you’ve got your Companies set up (including client affiliations with those companies), you can create Groups whose client membership is defined by company.

Just create a Group as usual, and then from the Membership area click the “Membership by Company…” button.

Company Group

Choose which Company should define the membership of your group and you’re done.

Setting Group membership by Company means that when you add a new client to that Company, that client is automatically added into the Group.  (Likewise, removing a client’s affiliation from a Company automatically removes them from the Company Group.)

There’s still flexibility, of course: you’re still free to manually add group clients who are not from the company, and remove select company clients as desired.  Controls to deactivate and reactivate individual Group memberships remain in effect as well.

Company Happenings Reports

Speaking of handy ways to segment your clients along company lines, you can also create Happenings Reports set to include the clients in one or more companies.  If you choose to report on clients from exactly 1 company, you’ll have the option to have the report sent to personnel from that company.

A delightful way to automate progress reports to interested parties.

For Team Edition accounts, note that proper visibility into clients is always maintained based on who a given team member is allowed to see.  If Acme Co. has clients A, B and C, and a team member is only allowed to see clients A and B, rest assured that a Happenings Reports created by that team member on the clients for Acme Co. will ONLY contain clients A and B.

Company Invoicing

You can issue invoices to Companies just as you would regular clients.  When you opt to send an invoice in the usual ways, personnel designated to receive company invoices will do so.  (And if there are no personnel set to receive invoices, the system will lovingly let you know as much when you try to send, and guide you to fix that!)

In the Client Invoicing >> Accounts listing you’ll see companies appear right alongside clients.  Those clients who are associated with companies will no longer appear in the Accounts listing – presumably, they will be billed via the company, rather than individually.

Company Primary Liaisons

The primary liaison for a company is the person who will appear as the contact for company personnel when those personnel log in. The primary liaison will also receive any notifications about company invoices. On single-coach accounts, this is of course you.

Layout-wise, company personnel will see the primary liaison at the top of the left sidebar. It’ll look much like how primary coaches appear for clients, at the top of the left sidebar. When personnel click on the avatar, they’ll see the primary liaison’s profile (if shared). They can also click to email the primary liaison.

In Summary

Generally speaking, CoachAccountable Companies are the solution for doing business with an entity that isn’t strictly the individual (or individuals) being coached.  Beyond conventional companies, this can include scenarios like being hired by parents to work with their children.

Beyond obvious wins of account organization and the ability to invoice third parties for your work (nice logistical conveniences, to be sure!), it is my hope that YOUR ability to offer a more direct window into the process will make your offering more attractive for those who’ve hired you.

Anyone who hires you, but especially in a more corporate environment, wants to demonstrate the value of working with you.  Giving them a regular accounting of the work being done and the results being gotten, either as self-service access or as a routine report that comes automatically, can go a long way towards building confidence that they made the right decision.

Enjoy!

13 Comments »

  1. T Smith said,

    September 23, 2020 @ 2:18 pm

    This is perfect as I have been using groups to create for business members – so this will be an awesome enhancement!!

    THANKS !!!
    – Coach Tim

  2. Michelle Demers said,

    September 23, 2020 @ 2:30 pm

    Can a client belong to more than one company? I think this company feature would help me segment my various clubs and programs better in my account, but I would need clients to be able to belong to more than one. Thanks!

  3. Fabian said,

    September 23, 2020 @ 3:22 pm

    I just can’t help but read all this in your inimitable voice and style in my head ^^

    Great, great job!

    Say’ that “a routine report that comes automatically” part has me intrigued – is that a feature I’ve missed?

  4. Bryan said,

    September 23, 2020 @ 4:02 pm

    Hi there, just wondering if I can use clients I’ve already got in the system to bring them into a company. Appears I can’t do that but ALL of our clients belong to companies so don’t want to have to re-add them and delete them from where they are now.

    Cheers

  5. John said,

    September 23, 2020 @ 4:13 pm

    @Tim So glad to hear this is a winner for you!

    @Michelle, I’m afraid clients belonging to more than one company is a bit at odds with the intention of this feature: again, this is about you as coach working with some other organization, rather than a way to tag and segment multiple entities within your own business. Groups, to which clients can belong to multiple, are your answer for that sort of organization!

    @Fabian Thanks for digging my style. As to you missing something about the routine report, possibly! I’m referring to Happenings Reports, well worth a look!

    @Bryan Good news, there’s no need to do all that deleting and re-adding! Just add those companies, and then you can retroactively associate your existing clients with those companies from the Client Manager (from the Clients listing just click the gear icon for a given client).

  6. Tushar said,

    September 23, 2020 @ 11:08 pm

    Hello John

    Another useful addition to CA! Thank you for continuously looking out for our needs and adding features in CA to meet them. That’s what makes you special and makes CA – an already robust platform – even better.

    Regards
    Tushar

  7. Brendan Dunne said,

    September 24, 2020 @ 3:04 am

    The companies announcement was a breath of fresh air this morning. The majority of my work is with companies, so I’m looking forward to seeing the enhancements over Groups.

    Regards,
    Brendan.

  8. Jane Weddle said,

    September 24, 2020 @ 6:49 am

    I LOVE THIS FEATURE–I too have people already in companies in fact all. So look to move my groups and individuals over.

  9. David Baumgartner said,

    September 24, 2020 @ 7:06 am

    This is a great addition; I was looking at an API with salesforce; this will make it easier.

    Thank you,
    David

  10. Susan Garrett said,

    September 24, 2020 @ 8:54 am

    This is fantastic! And just in time – I am beginning to get multiple clients within the same company. Thank you!

  11. Dov said,

    September 24, 2020 @ 5:10 pm

    You just made my life simpler. I was just asking Jaclyn about something like this the other day as all our clients are companies. Thanks!!

  12. Marcus C Thomlinson said,

    September 26, 2020 @ 5:51 am

    Brilliant! Most of my clients are companies and therefore managed outside CA. Very excited to try this new feature :)

  13. Wanda Taylor said,

    September 30, 2020 @ 2:40 pm

    This is AWESOME! I work with corporations all the time but don’t use CA because it didn’t let me do these things. I’m excited!

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