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Archive for Using CoachAccountable

Delightful Collaboration XIII: Client Links from Happenings Reports

This is a flavor of feature request that I absolutely love.

Meet Sho! He’s an outspoken fan and has been for years. CA is better for it.

During an exclusive hangout between me and the kindly folks who heeded the call amid our online review problem (more on that later), Shorombo Mooij gave me a little window into his workflow.  It was approximately to the tune of:

…So I love the Happenings Report, being able to go through each day and seeing what my clients have been up to.  I do that, and it’s great to be able to click the little comment icon to comment on specific items, but sometimes what I really want to do is just go on into their client page, so I can easily get caught up and do a bunch of things.

The request here was simple.  Can you make it so that I can click right from the Happenings Report to get in to a client page in-app?  A fair ask!  Because otherwise it was cumbersome to bounce between that summary across all clients and carefully clicking to visit them each in turn within the app.

Well yes, yes I can!

I modified the output of Happenings Reports (as sent to coaches) to make client avatars clickable, a direct link to that client.

It took all of 4 minutes to do, and I LOVE that that little bit of insight, that tiny little feature of being able to quickly jump from a Happenings Report in one’s email to full-on client access in-app, turns a powerful ritual (namely, being interested in and offering feedback on the progress of clients between sessions) into an elegant and convenient one.

Why am I so fond of this type of feature request?

Because it amounts to bridging the gap between how someone uses CA, and how CA can be tuned JUST SO to make that usage slick and enjoyable.  When we get it right of one person, there’s easily a dozen or more who will be delighted, and more still that may come to enjoy more of the power that CA offers BECAUSE a given workflow works well.

Am I hungry for more of this perspective?  Absolutely.

Getting acquainted with people’s habits around using CA to do better work with their coaches is always a treat; and when that exchange of ideas reveals ways in which CA can be tweaked to better serve?  Well, I just might do such tweaking in very short order, like in this instance.

I suspect a forum to discuss this sort of thing might well be called for.

On this matter, my thanks to Sho for sharing!

What’s the Difference Between Companies and Groups?

With the release of CoachAccountable Companies, you may be wondering when and why you’d use Companies versus Groups. Let’s discuss the differences!

» Continue reading “What’s the Difference Between Companies and Groups?”

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”

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.

» Continue reading “A CoachAccountable Story”

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.

Want a video walkthrough instead? No problem – follow along with this video tutorial.

And here are the written instructions to get ‘er done.

» 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.”