The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Archive for Technology Tips for Coaches

Announcing the Webinar Series

Due to popular request (well, that and it’s just a really good idea!) we’re going to be hosting a regular monthly webinar for users of CoachAccountable.

Why’s it a good idea and why’s it popularly requested?

Webinars have traditionally been an occasion for us to show off new things we’ve added to the system, and to teach how to best use this or that for one’s practice or workflows.  We’ve hosted these webinars only very occasionally (2-3 times a year), not wanting to clog people’s inboxes with anything but notices of REALLY BIG stuff.

Certainly, however, things move fast enough and the system is rich enough (full of handy features, old and new, that are easily missed) that we could present on a useful topic at a much more regular clip.

But perhaps even better than that is how, when we’ve done them, webinars invariably turn into a forum of coaches asking insightful questions and sharing best practices based on experiences.  This sort of user community of peers helping peers is where we see the real magic, with attendees leaving grateful that they showed up and excited to up their game by using more of what CA provides.

It’s like a mastermind community that meets once a month to share ideas and everyone’s a better coach for it.

Here’s the structure

A webinar every month.  We’ll lead with a topic of our choosing, announced in advance.  Hopefully something of interest to you specifically, and certainly something that will get the conversation rolling.  The “scripted” portion will last 10-20 minutes, and the rest of the time is open for general conversations, questions, sharing, and learning.

If history is any indication, this Q&A portion is the lively part of the show.  Come with your own questions, or just sit back and learn from others.

Webinars are scheduled for an hour, though we’re happy to go over if the conversation remains lively and folks want to stick around (they always go over, and of course everyone’s welcome to sign off whenever they’ve gotten their fill).

I’m interested!  OR  I’m NOT interested!

Remember what I said about not wanting to clog anyone’s inbox?  With more routine webinars, each entailing a few emails (announcement of one upcoming/notification that the webinar is now open/hey thanks for coming, here’s the recording), we’d run the risk of annoying people if we sent to all active coaches every time, so we’re not going to.

Instead, everyone has the option to get (or not get) those notices as they see fit: either by email, an in-app alert, both, or neither.  To set your preference, simply go to My Account >> Message Preferences.

By default Webinar announcements are set to come to you as an app alert, and notifications of a now-starting webinar are turned off.  So if you want to opt in to getting either or both of those via email, head over to My Account >> Message Preferences.

Can I See Past Recordings?

Yep!  Within your own account, from the top right user menu go to Webinars.  There you’ll see not only a notice of when the next one is coming up, but also the collection of past webinars, ready for viewing and complete with show notes so that you can surf parts of interest.

Right there for your reference at any time.


We’re excited to hang out and share knowledge with the CoachAccountable community more often, and look forward to building this as an early-stage de facto users group.  We hope you’ll join us and have it breathe new life and inspiration into your coaching practice!

From 0 to Selling Coaching From Your Website in Under 3 Minutes

Here at CoachAccountable, we’re often asked how much time it takes to set up a coaching management system with us. It’s sort of like asking “How long will it take to get new carpet?” Lots of factors affect that one – how many rooms are you carpeting? Have you already chosen the color and style, and is it a specialty brand? Are you doing it yourself or hiring a professional installer? Does other carpet need to be removed first? Is your subfloor in good shape? Do you live in the middle of nowhere? You get the idea.

Our answer to “How long does CA setup take?” is inevitably a version of “Well, it depends. What do your clients need and what do you want the system to do?”

While that’s certainly accurate, we decided to give it a shot for fun and see how fast we could get a brand new account up and running to sell coaching online.

We used just four parts of CoachAccountable (Appointment Configuration, Calendar Sync, Payments, and Offerings) and took just 2:14 to get it completely up and running.

With just a couple minutes, you too can sell your coaching online. Watch this video to see how!

» Continue reading “From 0 to Selling Coaching From Your Website in Under 3 Minutes”

CoachAccountable is a Coaching App! But Also, Not an App.

Here’s a feature you may not know already exists! Coaches (and clients) often ask whether CA’s online coaching platform has a downloadable app (from the Apple App Store, Google Play Store, and so on).

The answer is YES! But also no.

To clarify: CoachAccountable is a web-based app, meaning….

» Continue reading “CoachAccountable is a Coaching App! But Also, Not an App.”

How to Install CoachAccountable on Your Mobile Device

CoachAccountable is a web-based app. That means you don’t need to download anything. However, it’s super helpful to have an app tile for it on your home screen, with one-touch access to your coach portal.

» Continue reading “How to Install CoachAccountable on Your Mobile Device”

Professional Representation, Illustrated

This one’s been floating around in my brain for a while now.

Coaching is abstract, often easy to forget, and generally hard to visualize and review.  A sharp lookin’ system like CoachAccountable goes a long way to fixing this problem of presentation, and there’s now a video to illustrate exactly what I’m talking about.

Watching in full screen mode is highly recommended.

Ready to up your professional game? Sign up for CoachAccountable.

How to make YOUR style of coaching better with software

One of the hardest things about incorporating technology into a given style of coaching is knowing how to do so in an unobtrusive way: to find structures that are useful, but not burdensome to you or the people you are coaching.

Do you email worksheets back and forth?  Set up  a shared Google doc?  Incorporate some sort of online appointment scheduler?  How about a system for setting invoices and receiving payment?  Or a to-do list app that can be shared?

There are a lot of options to wade through, and it is NOT obvious how to have a system that really hums, jibes with the way you coach, and is easy to use for clients.

It turns out I’m kinda passionate about the intersection of coaching and technology, so I’ve got some thoughts to contribute on the matter.  I’ve created a 30 day email course that goes deep into the subject, and provides a lot of insight about how and why technology can provide big wins for any style of coaching.

This course is free and delivered as a series of 8 emails.  In it you’ll learn how to employ technology to make your coaching easier, more engaging, less time consuming, more effective, easier to sell to new clients, and more.  When you sign up you’ll immediately get your free report: 5 ways to improve ANY style of coaching with technology, which is a primer on how you can start using technology tools in coaching.  Check it out.

Existence Systems Part 3: Access to Causing Client Success

Last week I distinguished the notion “existence systems” and their importance to people who are Up To Something.  Then I speculated on what are the underlying, defining characteristics that make them great.  Now I want to explore their role in coaching relationships, and I’ll do so looking from where we [at CoachAccountable] aim to contribute to the coaching profession.

Everyone has his or her own relationship to existence systems. For example, one can overall be empowered by them, resistant to them, or indifferent/oblivious to needing such things (I’m proud to say I’ve graduated from that third category).   Most coaches will find, among their clients, that there are relationships to existence systems that are all across the board.  A coach working with a client who is already a master of utilizing an existence system has a big leg up in the process.  During my year as a coach, it felt sometimes like one of my responsibilities was to BE the existence system for my coachees (“How did you do with those four actions you created last week?”  Pause.  “Umm… can you tell me what were they again?”).

» Continue reading “Existence Systems Part 3: Access to Causing Client Success”

Existence Systems Part 2: What Makes a Good One?

Yesterday I distinguished the oddly phrased concept “existence system”, which unravels to mean “a system for keeping things in existence”.   Or put another way: a system for managing details in life and staying on top your commitments.  Today I want to speculate on the defining features that make such systems really great.  In the years since I first became acquainted with the notion “existence system” (including an initial bout of resistance to having my life chained to anything of the sort), I’ve experienced plenty of what does and does not work for me, and here are the unifying gems I’ve found:

Easy or Automatic Data Entry

By “data” here I mean the details of whatever you need to keep in existence: appointments, meetings, outings, all of it.  If it’s all gotta go in (and it does all gotta go in, if you want to be able to say with confidence whether or not you’re free next Wednesday at 11:00am for one hour) it better be super easy and fast to do so.  Otherwise laziness will understandably kick in, soon rendering the system incomplete and out of date, and thus pretty much useless.

» Continue reading “Existence Systems Part 2: What Makes a Good One?”

Existence Systems, Part 1: A look at the value of tools for managing things in time

“Existence system” is not a phrase commonly known or used in English.  A Google search for it in quotes yields a paltry 7,470 results and none of the first few pages of results contain the meaning I intend to share here, so let’s look at the phrase newly.

Said another way, I mean: systems for keeping things in existence*.  We all know the phrase, “out of sight, out of mind”, right?  Keeping something in existence means keeping it present over time: it is the antithesis of letting something fall through the cracks. Many people don’t need an existence system: it is easy to remember the big things like going to work on Monday morning and brushing the teeth at night.  If those are your only responsibilities in a typical week, you really don’t need to check in with a day planner first thing in the morning.  And if you should happen to forget Aunt Pam’s birthday, well, she’ll probably understand.

» Continue reading “Existence Systems, Part 1: A look at the value of tools for managing things in time”