The CoachAccountable Blog

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Archive for Engagements

Nudge Clients When They Haven’t Scheduled an Appointment

Engagements are CA’s way of allowing you to track a clients progression through an allocation of appointments (e.g. 10 hours or 12 sessions), with the option to add recurring invoicing and timely notifications along the way.

When we first launched Engagements, Engagement notifications only came in one flavor: coaches could schedule a notification based on progress through the Engagement allocation (e.g. “Hi Morgan, you have 3 appointments left. Here are the ones you’ve had so far…”).  Later on, and by request, we added the option for time-based notification (“Hi Morgan, you’re now 30 days into your Engagement…”).

Based on the feedback you’ve given us we’ve now added a third flavor of Engagement notification: Schedule Nudge.

A Schedule Nudge will notify you or your client when it’s been a certain number of days since the last appointment, specifically when there’s still nothing else scheduled on the calendar. Setting these serves to alert you (or your client) when things are ostensibly stalled out in your coaching relationship and prompt scheduling of the next session, and you can use this to keep the momentum in the coaching relationship going. The automated nature of these nudges means the system can now step in so you don’t have to.

Let’s take a look.

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What’s the Difference Between Offerings and Engagements?

When setting up your coaching business in CoachAccountable, the difference between Offerings and Engagements can be confusing. Here, we’ll detail what each one is for, and how to use the two in tandem.

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Setting Up Client Engagements

Ready to track how far along a client is in a package of coaching sessions? Want to show clients in a productized manner exactly what you do and what it is like to work with you? Sounds like the job for Engagements! If you’re curious why we created Engagements, and more about its purpose, check out this post.

Here, we’ll get into the nitty-gritty of how to set them up.

Want a video walkthrough instead? No problem – follow along with this video tutorial.

And here are the written instructions to get ‘er done.

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Track Client Engagements to Power Your Business

Whether you’re just starting out as a single coach or run a large team of coaches, you probably sell a few, maybe two or three, standard products or packages. If you’d like a tidy productization of those, where a client asks, “What exactly do you do? What’s included? What’s it like to work with you?” and you can respond with a direct answer, we think Engagements helps solve that problem.

Introducing CoachAccountable Engagements

Engagements is intended to make the business side of your coaching business more automated and trackable. Engagements allows you to keep track of the rules and progress of a given coaching product or package.

A pretty way to see many aspects of your coaching program

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