The CoachAccountable Blog

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

Archive for Technology Tips for Coaches

3 Places to Put Extra Client Details

We often hear questions like:

  • I coach two different types of clients. How can I quickly filter by type?
  • Where can I see extra client information, like a birthday or spouse’s name?
  • Can I add ‘tags’ to clients?

The great news is that CoachAccountable already has several spots to put extra client details (and filter by those criteria).

» Continue reading “3 Places to Put Extra Client Details”

How to Use CoachAccountable for a Live Workshop (Plus IP concerns!) – Guest Post

Do you offer live workshops? Wonder how you could possibly use an online coaching software for in-person workshops? Wonder no more!

Dr. John Kenworthy of Leadership AdvantEdge, CoachAccountable’s customer #1, recently sent over some practical how-to (and WHY) advice on using CoachAccountable for live workshops. He also shared great perspectives on protecting intellectual property while using an online coaching platform.

We’ve edited this guest post for length and clarity – enjoy!

» Continue reading “How to Use CoachAccountable for a Live Workshop (Plus IP concerns!) – Guest Post”

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.

Introducing CoachAccountable coaching mastermind webinars!

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.

» Continue reading “Announcing the Webinar Series”

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?”