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Archive for Team Edition

New Subscription Plan for Team Edition: Starter Mini

Aside from transitioning the paid add-ons (Courses, Groups, and White Labeling) to being core features that are free and included for all, CoachAccountable’s pricing has been remarkably stable (or, more precisely, completely unchanging in the 7+ years!).

The pricing for Team Edition, first released in 2015, has been similarly stable.  I remember fondly the certain mathematical elegance of how I based it on the Basic Account pricing: every plan simply had a zero added to the price, storage, and client capacities.  Each plan was 10x the size of it’s Basic counterpart, leading to the same per-client pricing across the board but at that larger scale.

This has worked pretty well, BUT I realize has left a certain “no man’s land” when it came to smaller coaching teams, especially teams of 2.

Smaller teams coaching well under 20 clients have been left with the tricky choice between maintaining two separate accounts (without benefit of sharing and collaboration) and biting the bullet for the sometimes far more expensive Team Account.

To better serve that gap we’re happy to today to introduce the new Team Edition Starter Mini plan.

With a Team Edition Starter Mini, you can have up to 10 clients (and unlimited coaches or admin) for $100 per month. The same amount of clients (10) with a single coach account will run you $70, which makes a much more palatable transition ($30) for those smaller teams and organizations.

Affordable coaching software for 2 coaches

This also presents an easy solution for coaches that hire (or want to hire!) outside admin personnel to set appointments or run reports. Previously, you’d have to choose between the higher-priced Team Starter plan and sharing your own login information with admin people (which is of course more risky).

If you already have a Team Edition account with 10 active clients or fewer, you’ll be automatically switched to (and billed at!) the new lower price when your next billing date arrives.

And if you already have a CoachAccountable Basic account and you’re ready to take the leap into Team Edition with the new $100/month price, simply click on your name in the upper right >> My Account >> Account Type, and you can migrate with just a few clicks.  (And rest assured: switching back is just as easy! :)

Team Edition Best Practice: Make Freebies for Your Coaches

If you’re a coach who uses CoachAccountable, you likely already know that you can 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!