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A CoachAccountable Story

This is a story about where we are headed: a day in the life of you.

You wake up at the leisurely hour of 8:45.  Not to an alarm, but to your body’s more natural rhythms.  As a rule you don’t schedule yourself for any calls before 10am and, flush with clients as you are, everyone you work with is happy to oblige that rule.

You do a quick check of your email.  A few items pop out at you.

Dave marked his action complete, “Have conversation with my boss about a raise”, and commented that it went really well, with a $5,000 boost to his salary effective next paycheck.  You take a moment to reply with a word of congrats and acknowledgement.

While you were sleeping two more people signed up for your 6-week program on how to confidently advance your career.  Money in the bank.  At $79 a pop it won’t make you rich, but with the materials you lovingly crafted 8 months ago set to drip to those new participants automatically it won’t entail any extra work either, and you know that based on your past conversion rates it’s likely that one of them will opt to become a one-on-one client before the program ends.

One other person booked themselves for a complimentary session, scheduled for next Tuesday at 11 and it’s already in your calendar.  Based on the answers in her intake form it looks like she’s a good fit, too.

No new signups for the subscription-based mastermind group, but that’s okay: with 16 members already in there it’s getting a little full, and you’re not keen to split it into two just yet.

You enjoy a leisurely breakfast and get ready for your day.

At your desk you glean through the happenings report of what’s new with your clients since yesterday.  Back when it was just you and a notebook you couldn’t have imagined keeping up with more than a dozen, but now you’re expertly juggling 23, nearly twice that amount, and with way less stress.  Ah, Alice rated herself a 9 yesterday on overall life happiness, a first since you started working together 4 weeks ago.  She comments that everything is really coming together thanks to the work she’s doing with you.  You click to post a quick comment back giving her credit for the things she’s really risen to.

You enjoy this little window into how your clients are doing during the time off between your sessions: clients feel the love of that extra attention and encouragement you give them now and again, and they appreciate you for it.

Just then, your phone buzzes: you’ve got a call with Gerald in 10 minutes.

You close out the happenings report and load up Gerald’s record.  He’s got a few of his action items marked off, but those around his presentation are showing as incomplete and late.  A review of the session notes from last time reminds you he was feeling a little anxious about that.  No problem, you’ll be able to hit the ground running, getting to what’s behind that in no time.  Otherwise his Metrics look good and, based on the pre-session Worksheet he filled out yesterday, he seems excited to speak with you.

Your phone buzzes again: you’ve got a call with Gerald in 1 minute.  Happily his phone number is right there in that text reminder—you finish collecting your thoughts and give Gerald a call right on time as always.

He’s happy to hear from you and you dive right in.

By the end he’s recommitted to the plan and has set more realistic deadlines for those steps you distinguished together.  You take five minutes and type up the key takeaways, and email them off with a few clicks.

You notice that was your 8th call with him out of his package of 12, and his next installment payment will be automatically run tomorrow.  You make a note to check in with him on his next call about his happiness with the engagement overall, setting the stage for continuing on if he’s in a fitting place to do so.

Next up you’ve got an 11:30 call with Shannon.  Ah, Shannon.  She was rather frazzled when you started work with her 6 months ago, but has since gotten a raise and then a promotion (also which entailed a raise).  She’s risen to the potential she always had and you guided her to the mindsets, habits and actions that got her where she wanted to be.

This is her last call with you; she’s good to go and knows it, won’t be re-upping for another package.  You couldn’t be happier.  When you started she was rating her weekly workplace satisfaction at 3s and 4s, now 8s and 9s are the norm.  Her salary and position are similarly improved.  She said she’d be happy to be a case study for your website.  With her permission, of course, you figure it would be great to embed one or two of her Metrics right there on the site—nothing tells a story quite like real results do.

The call is great: acknowledgement and completion are present in spades.  Afterwards with a few clicks you download her complete record.  You email it to her as sort of a parting gift, a nice little souvenir of the time you spent working together AND a treasure trove of the insights that she got out of working with you.  You then deactivate her account, knowing that if she ever wants to work with you again you can pick right up where you left off.

You then go with a friend at a café you’ve been meaning to try out, and enjoy a meandering lunch while talking about job satisfaction.  You take your time because, by and large, you’re done for the day.  Your client load and schedule of bi-weekly sessions (plus that mastermind group that meets weekly) means you’ve got about 2 or 3 calls scheduled per day, so this is not uncommon.  After lunch you go to the park to lie under a tree and read a book.

Later in the afternoon you feel a creative spark, so you resume work on your new course, “Overcoming the Imposter Syndrome”.  You feel it’s a light topic but with broad appeal, and one which you can speak to from your own experience and expertise.  You’re putting together some nice worksheet assignments and a regiment of action items you know to help.  You’ve even been dabbling with firing up the webcam on your laptop to record a few video riffs and make them a part of the course, because it’s a fun way to connect and let those who might like to work with you get better acquainted with what you’d be like to work with.

There’s no hurry, but you’ll probably wrap up work on this course next week or the week after that.  After testing it by going through it yourself and with a few friends, you’ll make it available for purchase on your website.  Maybe $39 for this one—it doesn’t have to be much, you just want to put something cool out there and this is a nice way for prospects to get interested in working with you one-on-one.

Before you know it your phone is buzzing with a reminder from your personal calendar: you’ve got plans tonight, dinner and drinks with friends, and you’re gonna be late if you don’t get yourself out the door.  You lost track of time in the creative flow; it’s cool, that can happen in a medium with which you can take your time to be put your best work forward that will be enjoyed again and again by many.  You’ll pick up with it tomorrow.

At dinner you buy an appetizer or two for the table, and remember with a smile how you would never do that in your leaner times as a freshly minted coach, before you knew how to attract a steady stream of clients.

Now you enjoy your time out with friends with a feeling of peace, a feeling that you’ve made it.  You retire at the end of the day satisfied, and excited to do it again tomorrow, to play the game of being a prosperous, difference-making coach.

Setting Up Client Engagements

Ready to track how far along a client is in a package of coaching sessions? Want to show clients in a productized manner exactly what you do and what it is like to work with you? Sounds like the job for Engagements! If you’re curious why we created Engagements, and more about its purpose, check out this post.

Here, we’ll get into the nitty-gritty of how to set them up.

Configuring Engagements

First things first: make sure Engagements is enabled on your account.  There’s no extra charge for this; the option to enable or disable it exists because if you know you DON’T ever want to use it, you can have a slightly more streamlined system by turning it off.  To make sure it’s enabled for your account, click on your name in the upper right >> My Account >> Add Ons.

When it’s enabled, you’ll find the place to set things up in Settings >> Engagements.

» Continue reading “Setting Up Client Engagements”

User Spotlight: Valkyrie Athletics

Want to play the quality game, not the quantity game, when it comes to your coaching clients? Jennie Cwikla of Valkyrie Athletics graciously offered a peek into how CoachAccountable has helped create a professional, organized experience for her clients. We’ve edited Jennie’s words below for length and clarity.


What’s Valkyrie Athletics All About?

Valkyries are from Nordic mythology: angels that come down, pick up broken or fallen soldiers, and take them to Valhalla, to heaven. Valkyrie for me is myself and my coaches. We are the angels that pick up fallen athletes who have been through broken programs. We put them back together. We mend them and send them off to their Valhalla to be able to compete and to live without feeling like they’re missing massive pieces in their programs. We arm them with the tools and the information they need in order to be able to do it on their own.

[Valkyrie Athletics is] based off my own experience as an athlete and what I felt was massively lacking in the industry. 

When extreme athletes are trying to lose weight, you’ve got one end of the spectrum or the other: [dietitians or personal trainers,] neither of which really specialize in sports performance. I was in that mix of people trying to perform at my optimum capacity. 

» Continue reading “User Spotlight: Valkyrie Athletics”

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”

User Spotlight: Icenhower Coaching

Do you scratch your head wondering how other coaching businesses scale beyond just one coach, and whether CoachAccountable can help you get there? Anissa Fulbright of Icenhower Coaching and Consulting graciously offered an inside peek into their rapid development. We’ve edited Anissa’s words below for length and clarity.


Brian Icenhower of Icenhower Coaching

Brian Icenhower

The Origins of Icenhower Coaching

Brian’s been coaching for 20+ years. We have this belief that people learn in their own way[s]: touch workbooks, watch videos, print the materials, listen to a podcast or an audiobook. They’re busy, [but they need] access to these materials in different ways.

[For example], we have audiobooks; [clients say] “I’ll do it while I’m on the treadmill.” We accept [those various learning styles and used them] to make training that was versatile and up-to-date.

» Continue reading “User Spotlight: Icenhower Coaching”

Prospective Clients are Full-Fledged Clients, and that’s a Good Thing

With the advent of our much-anticipated, oft-requested Offerings, you can now sell coaching directly from your own website. Offerings set up a seamless experience for your clients and prospective clients, with options to schedule an Appointment directly into your calendar, be automatically enrolled in a Course (such as an onboarding Course), and/or participate in a Group.

One of the great things about Offerings is that they eliminate the need to have a separate account with ScheduleOnce, Acuity, Calendly, or other such online scheduling systems.  This is because CA Offerings give you the ability to let prospective clients book intro calls with you directly online.

But Offerings allow you to give much more than just a way for those new clients to schedule themselves into your calendar:

» Continue reading “Prospective Clients are Full-Fledged Clients, and that’s a Good Thing”

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”

Printing Right From Your CA Online Coaching Platform

Recently, Henk from Business Doctors in South Africa asked about printing from CoachAccountable. While this wasn’t possible in most of CA, John realized that the option to print would be useful for all, especially those with executive coaching clients who potentially have a “higher-up” to report to in a meeting where paper is required.

Now, you have a couple ways to print from the app.

» Continue reading “Printing Right From Your CA Online Coaching Platform”

Hanging with the Comcast Spotlight Crew

The other day I got to do one of the most satisfying things of my job: go hang out and collaborate with a bunch of CoachAccountable users, specifically ones who are keen to use our online coaching platform to support a sizeable undertaking.

Spotlight Coaching Academy - Using CoachAccountable's coaching platformI first made the acquaintance of Patrick Howe in the fall of 2016, when he reached out to explore if CoachAccountable would be a good fit for his Spotlight Coaching Academy, a program to support and train the sales teams of one of Comcast’s internal divisions.  Five months later, after a bevy of calls and due diligence measures, they were all signed up and off to the races (them’s corporate sales, amiright? :).

» Continue reading “Hanging with the Comcast Spotlight Crew”