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Archive for Team Edition

Team Edition Best Practice: Make Freebies for Your Coaches

If you’re a coach who uses CoachAccountable, you likely already know that you have a freebie client: a client account you’re not billed for, useful for testing out content and coaching yourself.

If you’re a coaching organization using CoachAccountable’s Team Edition, each one of your coaches is also entitled to a freebie client.

Why Use a Freebie Client?

Most coaches find freebie clients useful for two types of activities: testing out coaching material and self-coaching.

» Continue reading “Team Edition Best Practice: Make Freebies for Your Coaches”

Are Your Team Coaches Delivering On Your Promises?

One of the biggest reasons enterprise coaching organizations sign up with CoachAccountable is to have better oversight of team coaches. Are your coaches doing what you’ve asked them to? Are they delivering on what you’ve promised your clients?

CoachAccountable helps keep track of your coaching team:

  • Share your content, files, Courses and more with them
  • Set the types and lengths of Appointments each coach can offer
  • Pair coaches with clients, limiting or enabling a coach’s visibility of your entire client roster
  • Approve various permissions, for example to allow more autonomy for head coaches or admin users

And for reporting, you’ve already got several options:

  • Client activity report, which can often be an early indicator of someone who’s struggling and could use a little intervention
  • Appointment reports, which gives a window into appointment hours logged and basic stats
  • Data Lab, where you can run a report on, say, a client satisfaction level question or see trends across clients over time
  • Happenings Report, a regularly scheduled snapshot of interactions

And our newest addition to your team management tools: the Coach Touchpoints Report.

The Coach Touchpoints report allows you to see, at a glance, how often your coaches (or just you yourself!) make contact with every one of their clients. Here’s how to set it up.

» Continue reading “Are Your Team Coaches Delivering On Your Promises?”

Simplify a Client’s View with Individual Page Arrangement

For some time, coaches have been able to change the client page arrangement. This helped customize and streamline the system; you could, for instance, turn off the Journal tab if you don’t have your clients do journaling. That gives the coachee one less thing to look at, one less thing to click on or get distracted by.

However, that had its limitations. Many coaches work with distinct groups of people, some of which journal every day and some of which never journal. Before, you as coach had to determine the page arrangement for all of your clients with a master setting.

Now, you can set this arrangement on a per-client basis.

» Continue reading “Simplify a Client’s View with Individual Page Arrangement”

Team account or Two single accounts?

I got a simple but illustrative question the other day:

Hi John,

I referred my friend Garrett to CoachAccountable and we’re debating on the pros and cons of two single user accounts vs a team account.

Could you help us understand the differences?

» Continue reading “Team account or Two single accounts?”

Pairing and Permissions

CoachAccountable Team Edition gives coaching organizations flexibility to accommodate their organizational structure.  The key to this is the system of Pairing and Permissions.

Let’s look at these two systems in greater detail.

» Continue reading “Pairing and Permissions”

Team Edition

Team Edition supports multiple coaches, administrative oversight and more.

Team Edition supports multiple coaches, administrative oversight and more.

CoachAccountable Team Edition is now publicly available.

With this release CoachAccountable is a suitable platform for managing an entire team of coaches, including administrative oversight, coordinated team coaching, shared team resources, and mentorship of newer coaches by more senior ones.

The well-loved and thoroughly-honed supporting structures for client-coaching relationships remains at the heart of the system.

See the full lowdown here.

Team Edition beta is ready

Though it’s been a much longer than anticipated time in coming (more on that later), Team Edition beta is now ready to go.

For my beta testers I’ve just installed a new section on their My Account page which gives them the power to migrate their account:

Migrating to Team Edition takes but a few clicks and a few seconds, and is fully reversible.

Migrating to Team Edition takes but a few clicks and a few seconds, and is fully reversible.

I can’t wait to see how it performs in the wild.  The basics of managing a team of coaches and overseeing a full roster of clients are solid, and in the coming weeks with the aid and input of my beta testers I’ll be adding numerous power tools for organizational coaching management.  Together we’ll play at the evolution for a few weeks, eventually leading up to the release of Team Edition to the general public.

The next chapter of CoachAccountable is now officially begun.  My gratitude to the many who have given me both their interest in Team, as well as their patience with its arrival!