The CoachAccountable Blog

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Archive for Managing Clients

New in CoachAccountable: Export Your Data

On Friday morning I had a call with an organization considering CoachAccoutable to be the platform for one of its new programs.  During the interview about the system and its capabilities, I was hit with a question I knew would come sooner than later from a more enterprise outfit: “Is there a way to export our data?”

My interviewer went on to elaborate concerns that I found completely understandable and might’ve anticipated: the data of their coaching over the span of a year amounts to so much of their client relationships, and to lose it would be catastrophic to the trust and integrity of those relationships.  “It wouldn’t even have to be readable: something that our admins could run as a weekly backup and have in case anything happened to CoachAccountable’s copy, something we could re-import if ever necessary and be back in business.”

It’s usually my job to say no to feature requests, and only give an eventual yes to the ones that come up for a lot of users (otherwise the system quickly becomes a bloated mess that no one likes).  But in this instance, the peace of mind factor alone really makes the case.

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Coaching Sessions with CoachAccountable

The other day I illustrated why Metrics are awesome and how they serve coaching relationships.  Today I’m going to sketch out the ways in which CoachAccountable Sessions are great.

A nearly-blank slate! You can use a blank if you want to, though.

At the most basic level, sessions aren’t that special: a way to take notes in an editor with formatting options much like any word processor.  Even with your collection of customizable templates that serve as starting points for your note taking (the above is exactly what I use for regular weekly sessions), we’re not yet talking anything that MS Word can’t do once you’ve hammered out a few template files.

For me the magic starts about 5 minutes before a coaching call.  I log in to CoachAccountable and click on the client with whom I’m about to have a session, and this is what greets me in the Overview:

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