The CoachAccountable Blog

You may already have a website whose purpose is to present you and your services to the world, and if so you might wonder how best to “integrate” that website with CoachAccountable.

It turns out that CA is itself designed to be a complete experience for your clients, so integrating it with your regular website is often as simple as making it easy for your site visitors to log into the CoachAccountable accounts they have with you.

Here are a few ways to connect your website with CoachAccountable:

Login Link

A common way to integrate CoachAccountable with your coaching site or member portal is to make a link from your site to CoachAccountable’s login page (https://www.coachaccountable.com/login).

Wrap the login link as a button or even a prominent line of a text, such as “Head to my personal coaching account” or “Log in to my account.”  Something like this:

They can click the button or text, log in as usual, and will be taken right to the system.

You can direct your clients to check the “Keep me logged in” checkbox when they log in.  If they do so, clicking that big button in the future (from the same device) will have them be taken right from your site and on into their account, making for a truly seamless transition.

With white-labeling, this concept is taken further as the login page itself can be customized using your branding.

White-labeling allows you to direct visitors to a custom login page using a unique login link, found by going to Settings >> System >> Branding, then scrolling down to Login Page. This custom login page always appears branded according to your settings.

Use this simple but effective method to unite CA with your website, and give your clients a straightforward means to access their accounts.

Remote Login

White-Label Branding gives you the ability to embed a login widget on your website.  This is similar to the login link above, except now your clients have the ability to enter their username and password right from your website — no need to be taken to an intermediary page to do so.  Here’s what the login widget looks like, embeddable anywhere:

Relatively basic, but can be customized with your CSS.

Head to Settings >> System >> Branding, and select Login Widget. Here you’ll find the HTML snippet you’ll place somewhere on your website. This section also allows you to define the logout URL, where clients get taken after they log-out, the text that appears on the widget, and any custom CSS you would like to style the widget with.

Due to the ability to match the style of the widget to that of your website, Remote Login is a truly consistent method of integrating your two systems.

Other

One of our favorite ways to integrate our coaching software into your website is to allow prospective clients to sign up. You can have them book a trial appointment, automatically receive your onboarding items, join a Group or a Course, and more, using Offerings.

A simple login link, the login widget, and Offerings represent three easy ways of integrating your site with the CoachAccountable coaching management system. Give these a try today: whether you’re just signing up or have been a CA lifer, there’s a good chance you’ll find one of these approaches is all that’s needed to integrate CoachAccountable with your website.

CoachAccountable’s online coaching software helps translate idea and insight into real, tangible progress. Over the course of a coaching engagement, this progress gets captured: Actions completed, Metrics recorded, Worksheets filled out and more all serve as tangible proof of your clients’ growth.

As a general rule, the detailed documentation of this coaching work is private, just between you and your client on the coaching dashboard.  There are, however, scenarios in which it is desirable or even necessary to share how things are going to an interested third party.  When working with individuals from a client company, for example, the hiring entity will often want to peek in at how things are going in order to be assured that their dollars with you are well spent.

In these situations it’s useful to take advantage of CoachAccountable’s ability to summarize client happenings and export the data in a format that’s easy to both share and understand.  CA is set up to make sharing a breeze.

Here are three methods you have available for sharing the results and progress of your coaching work.

1: Happenings Reports

Happenings Reports allow you to set up automated, recurring reports of what your clients are up to.  You set the report up once, then sit back as it gets delivered to the pertinent parties on whatever regular schedule you choose.

Setup is simple. Head to Settings >> Happenings Reports and click +Happenings Report (button in the upper left). From here you’ll simply need to indicate who to send to, which clients to report on, and when to send.

Here’s what one looks like in your inbox:

Happenings Reports are meant to be versatile enough to handle different types of recipients and scenarios. For example, you might find HR management calling for once-a-month reports on concrete, quantifiable evidence of client performance. A Happenings Report is perfect for this, especially one that hyper-focuses on the numbers by being configured to include only Metrics.

Another useful feature of Happenings Reports is the ability for client and coach to make comments on any item within a Happenings Report via email by clicking on the small comment icon next to the item. Comments made via email are recorded in our coaching tool  as Stream Items, and (as always) emailed automatically to the other party.

This feature creates another opportunity for you and your clients to have productive discourse. In this way, Happenings Reports function as both a reminder and opportunity for conversation. Going through a Happenings Report might trigger a comment that wouldn’t have been made otherwise.

To learn more you can check out the full illustrated lowdown on Happenings Reports.

2: Client Exports

Have you ever wanted to download a record of everything you and a client have ever done together?  CoachAccountable allows you to do this in a couple of clicks through Client Exports. Though not automated like Happenings Reports, Client Exports offer a bit more flexibility in how the information is presented.

On the Clients tab, hit Export for a given client. Here you’ll choose the date range that the export is to cover (or just leave it blank to include the complete history), which types of items you’d like include, and whether you want items to be displayed in chronological or reverse-chronological order.

Include as little or as much of the client record as is appropriate for your purposes.

What comes out is a lightweight HTML file that’s easy to publicly showcase, or send in a secure manner:

Use Client Exports as case studies to show off your coaching style and results, as a regular end-of-engagement souvenir for your clients to keep, or as a way to keep interested parties in the loop on how the coaching work is unfolding. Read more about Client Exports here.

3: Direct Access

This method is the most involved but especially handy for those third parties who would like a live window into what’s going on with your clients. Rather than give someone a report, you can, with CoachAccountable Team Edition, allow them to login in order to directly view (and not interact with) certain clients of interest.

For a third party, there’s a certain assurance in this practice that nothing has been altered in any way — the third party is viewing what is actually happening in the online coaching software as-is.

There are two ways to go about this, with the difference being how much the third party can actually see.

Approach 1: Selective Client Pairing

Client pairing is appropriate for when you want to give a third party view-only access to one or more specific clients.

To set this up, add the individual as a new coach.  When presented the Permissions Settings for this new coach, designate the individual as one of the team coaches but DON’T grant any of the permissions for that role, like so:

This setup ensures that the third party will only be able to view the clients you pair with that coaching account. The next step is to actually do the pairing and make sure no interaction can take place between the client and the third party user. Click the Pairing button for your newly added coach, then choose the clients you’d like to pair the coach with.

Since you don’t want the third party to actually engage with your clients, simply select “View only” for those clients, and leave the rest as “No access”. Hit Save Pairings and you’re all set.

In this setup we’re giving Bob view-only access to Amber and Anthony.

In the majority of cases, you’ll use this client pairing approach because it allows you to retain control over which clients your third party actually sees.

Approach 2: View All Clients

This approach gives the third party complete access to view ALL clients within your account, and is useful and appropriate to, for example, give someone high up within your organization the complete picture of all coaching being done.  It is the ultimate in administrative oversight and enables complete transparency.

Similar to selective client pairing, you’ll add the interested third party as a new coach. When presented with the permission settings, instead of making this person one of the team coaches you’ll give them an administrative only role.   Then under the Administrative Permissions, check the boxes for “View all client happenings”.  If groups are relevant and this individual should also get to see all group happenings, check the “View all Group happenings” permission as well.

This user will, like a normal coach, be able to log in and see the list of clients as well as everything your clients are up to.

The Admin can’t interact with the client at all. Notice the “view only” banner in the upper right. Bob also won’t see the big + for any area of these clients.

A powerful and detailed record of the coaching work naturally arises over the course of using the tools of CoachAccountable within a coaching relationship.  In addition to making the actual week-to-week coaching better, you can leverage this record to share the results of your work and better demonstrate the value of your work.  Enjoy!

Ready to get this much functionality in your coaching practice? Go ahead with our free 30-day trial. 

It can be nice to offer your client assignments that are in essence self-contained lessons, where in learning materials are presented right in line with the questions or tasks to work through.  Say, for example, you want them to watch a video on the coaching platform and, as they do, answer some questions about that video.

This scenario calls for a Worksheet Template with embedded media.  Let’s take a look at how this works inside the CoachAccountable coaching management platform.

When creating a Worksheet you’ll find the Embed Media button in the WYSIWYG toolbar, forth in from the right:

It’s a video-like icon, but don’t let that fool you: you can embed audio as well.

Give it a click and you’ll be presented with options for specifying the media you wish to embed:

Choose from your library (if you have any embeds there) or specify a new one.

If you have any embeddable media within your Library Files you’ll be able to choose from there.  Otherwise you can specify some other embeddable media by pasting in the link or embed code, just like elsewhere in the system.

Note the “Caption” field here: this is so that CoachAccountable can give a fallback link to the media for when <iframe> embeds aren’t allowed (most email providers for example strip out HTML <iframes> entirely, so a link with the caption you specify is a nice way to make the Worksheet be more complete in that context).  If you’d rather the system NOT provide a link to the media file outside of your CA coaching dashboard, just leave the caption blank.

Once inserted the embeddable media shows up in your Worksheet just like anything else, and you can build a Worksheet around it, like in this example:

Note the call out to a specific time in the video–the video being right there let’s your clients easily go there to answer the question.

Your client’s experience of filling out a Worksheet with embedded media is just how you would expect it: the media is there and they can easily access it while answering the questions:

You should try filling out a worksheet with this song playing as you do, it’s kinda nice!

Supported Media Embeds

From where can you embed media?  CoachAccountable recognizes and supports most of the major video and audio hosting sites, and even a few that are a little more niche:

Video

• YouTube
• Vimeo
• Loom
• Wistia
• Viddler
• TED
• educreations
• Cubby
• LibSyn
• Spotlighr
• Viloud

Audio

• Soundcloud
• Audio Acrobat
• Clyp

Have your media hosted with some other service and you want CoachAccountable to support it?  Let me know!

Beyond Worksheets

Embedded media is a nice and natural fit for Worksheets, but you can add such media to other places as well.  Session Notes, Journal Entries and Whiteboards all support embedded media.  You can even add it to Messages sent through the system, but since those are primarily a conduit for email, that might be a bit futile due to the aforementioned tendency of email providers to strip out such content.

Enjoy!

Searching for an online coaching platform that lets you use all your wisdom AND pre-made media? You’ve found it. Sign up now and explore!

I just spoke my piece to introduce the new Director of Customer Support and Hand Holding.  I’d like you to know and be acquainted with him well, so here now is Paolo to say a few words of hello himself!
– John

Hi there,

My name is Paolo and I’m the new Director of Customer Support and Hand Holding. I’ll be getting to know you all better as we work together through CoachAccountable’s coaching software, but I think it’d be good to share a bit about myself.

I’ve spent a fair amount of time trying to figure out what I want to do with my life. For a few years I was at a job I didn’t like but tolerated because it was stable. After a pair of 80 hour weeks in the office I started asking myself some questions: What is my purpose? What do I actually like to do? How do I go about finding work I love?

After a period of introspection and learning I realized I didn’t have one specific thing I wanted to do. I did know that I wanted to make a life, not just a living. And to do that I endeavored to be a certain kind of person.

I want to be compassionate. I want to help people. I want the freedom to spend my time building things I care about. If whatever I’m doing aligns with the above, then I know I’m doing well. I’ve held a couple of different roles these past few years, each one a better fit than the last. Which leads me to CoachAccountable.

As part of the hiring process, John and I met at a park and spoke for an hour or so. We got to know each other a bit as people. It didn’t take long for me to tell him that this was the position for me. I knew that I had finally found a bonafide, all-around great fit.

Lucky for me, he thought so as well! I’m excited to be here, and to help John transform the coaching industry.

My goal is to help you use CoachAccountable’s online coaching platform to be a better coach. There are two main parts to this. The first is reactive. I’ll assist in answering any questions or solving any issues that come up. I’ll be there if things aren’t working so well.

The second is proactive. I’d like to understand what you and your clients define as success. I’ll then use that knowledge to show you how to use the system in a manner that best sets you up for your success. This could mean showing you features of the software you didn’t know existed. Or it could mean showing you new ways of using features you’re already familiar with.

There’s a ton of collective wisdom amongst John and our CoachAccountable community. I’m ecstatic to help distill it all.

In the coming weeks, I’ll continue what’s been a whirlwind learning process. I’ll be answering as many emails as I can, deferring to John when I’m unsure if I’m giving the best answer.

What’s most important is that I’ll start the process of getting to know you all. Please, please reach out! Don’t be shy. I’d love to do 1:1 trainings that focus on using the system to its full potential. Aside from that, we also have plans to make group webinars more of a regular thing. It’s a great way for CoachAccountable users to connect with John and I, and with each other.

That’s a bit about me and what I’ll be doing. Besides CoachAccountable, I like to write and read a good amount. I’m also a burgeoning photographer, specializing in weddings and families.

I’m looking forward to working with you all! If you need anything, just email me at paolo@coachaccountable.com.

Cheers,
Paolo

You know I can probably fit like 2 or 3 more on there.  Re-gifting might be a sin, but re-caking?  Totally fine.

Oh jeez, someone ordered the wrong sash for Mr. CoachAccountable, it was supposed to say “Happy Birthday”. Oddly he doesn’t seem to mind.

CoachAccountable’s fourth year of existence since the 2.0 release got off to a groovy start with the release of CA Mobile, the appy experience of CoachAccountable for coaches and clients but without the hassle of having to find and download anything from an app store.

Then in January CoachAccountable got a named shout out in the Acknowledgements section at the end of the New York Times best seller book Always Hungry, for which CoachAccountable served as the platform for the pilot program upon which the book is based.

Tambre Leighn and company chose CoachAccountable as the delivery and community platform for their cancer survivors program, Well Beyond This. That CA Groups serve as a support group medium for participants makes this a project for which I am deeply honored to be a part of.

Along the way there has been the usual bevvy of enhancements and expansions to the system, including Course Whiteboards, Unit-Based Courses, Worksheet Image Prompts, and Form-Based Session Notes.

Beyond that it’s been busy times as the platform continues to grow and evolve to serve ever larger organizations and programs, so much so that my days as a one-man shop have come to an end.  The need for assistance to keep up has prompted me to create the new Director of Customer Support and Hand Holding position.  I’ll be introducing him in this space very soon.

Year 5 promises to be the biggest leap forward for CoachAccountable yet.  As usual I have much more up my sleeve to better the platform in order to better forward and serve the industry and the many talented coaches working to produce great results.

My many heartfelt thanks to coaches and organizations who continue to try out CA and find it a win for their work, here’s to another year of great coaching!

Form-Based Worksheets (and indeed now Sessions!) allow you to create a form for your clients to fill out, comprised of text boxes, radio buttons and so forth.  But sometimes in a Worksheet assignment it would be nice if your clients could provide an image or two as an answer to a question.

This is now possible with CoachAccountable Form-Based Worksheets, thanks to the newly added support for Image Prompts that are available when creating a form.  Let’s take a look at how this works.

Like when adding a form input of any other variety, an Image Prompt is added by clicking the “Add form item” button on the WYSIWYG toolbar:

That little guy, fifth in from the right.

Pick the new “Image prompt” option in the drop down menu and you’ll find a similar (but slightly different) set of options:

Just pick this type of input and you’re off. Note you can allow your clients to provide more than 1 image as their answer to a given question through the “Max images” setting.

In the Worksheet, an Image prompt is rendered as a clickable button with whatever caption you set:

Wait, vengeful?

When working on a Worksheet with an Image prompt item, clicking the button brings up the gallery browser, allowing your client to upload an image as needed and then ultimately choose an image for their answer:

Whew, fancy breakfast!

As your clients fill out the Worksheet their images are popped right in:

I wonder if he really ate that? Totally looks like stock photography to me.

What’s really nice about this is how well it plays with filling out a Worksheet on a smartphone with CA Mobile: when uploading a new image to the gallery (for subsequent choosing for the Worksheet) most devices give you the option to snap a photo right then and there, and upload THAT with just a few taps.  As such, completing a photo journal-like Worksheet is really quick and easy.

Image Prompts in Form-Based Worksheets add a new dimension to the kinds of assignments you can set up for your clients, letting pictorial input join the usual keyboard and click-based input.  If that would make a fitting aspect to the assignments you give as part of your coaching, go give them a try!  It’s as simple as creating a Worksheet Template that includes one or more Image Prompts.

Form-Based Worksheets are a lovely thing: they let you create worksheets for your clients to fill out that have text areas to type in, checkboxes to check off, drop down menus to make selections in and so on.  This is all a variation on the theme of regular Worksheets, which work like free-form documents that can be edited freely as if working on a Word doc (the kind of setup wherein you type a question and hit Enter a few times to make space for your clients to type in their answer).

Session Notes, by contrast, have always been just the free-form variety, allowing coach to define a template as a convenient starting point but then type freely in and around that template when filling out notes for a session with a specific client.

But it turns out that sometimes it’s nice to have Session Notes be similarly structured, providing a concrete set of points to cover, questions to ask (and answers to record), and whatever other form elements to check off/fill out.  This is especially so in a team setting, wherein a coach might be expected to more rigorously follow a standardized formula of how to conduct a session and capture the essential notes & information from it.

To that end CoachAccountable now offers Form-Based Session Notes.  Setting up a Form-based Session Template works just like setting up a Form-Based Worksheet.  In the template builder WYSYIWYG editor you’ll now see the “Insert form item” button:

I’ve remixed the classic pre-loaded Session Template and added a few extra rating items.

When you’ve got a Form-Based Session defined (i.e. a Session Template which contains one or more form items) filling it out for one of your clients works just like filling out a Form-Based Worksheet, including any validation rules that have been set for the template:

The validation rules make a nice way to ensure you (or your team coaches) do complete work in filling out the notes for a session.

Everything else about Form-Based Sessions works like their Worksheet counterparts: when you email the session notes to your clients they’ll rendered all pretty with your specific answers highlighted in blue, and you can use Fom-Based Session answers to pipe into Metrics in the exact same way as Worksheet answers do.

All in all this is a nice, seamless alternative to taking free-form Session Notes, which for some organizations (and even some personal styles) will be a real win.  If you like how Form-Based Worksheets work to allow your clients to fill things out in a structured way, give these a try for your Session Notes.

This past Saturday at about 11:15am I posted a listing for CoachAccountable’s first hire on weworkremotely.com.  Within 48 hours it garnered well over 100 applications, the overwhelming majority of which were incredibly thoughtful and demonstrated serious expertise and ability.

To provide a little behind-the-scenes glimpse into what I’m out to create in the CoachAccountable team, here is exactly what I posted:

About CoachAccountable
CoachAccountable is a platform for coaches to structure and support coaching work done with their clients (think business coaching, fitness programs, life coaching and so on).

It’s going well, and after 4 years my days of doing this as a one-man shop are numbered as business continues to grow.  I’m looking for an independent, sharp and personable individual to join me CA’s first hire and gradually take over the customer support side of things.  Think startup-like freedom but with the stability of an established company.

There are 3 pillars to the position:

I. Fielding Customer Support Issues

Currently relatively low volume, I can usually knock it out in a morning an evening session of 30-45 minutes each. Answering questions, directing attention to how to do this or that, and often pointing out a given article or tutorial video which would answer the specific question but also teach other related goodies. Loads of opportunity to be more awesome by pointing out related things they might be looking for, and thereby educating users further on how to best use the system.

II. Developing the Inline Support Knowledge Base

We’re building an inline help system, a collection of interconnected articles based on various sections and features within the system. Much of the material already exists scattered about in the blog, manuals, etc. It is to be recompiled with updated screen shots, and 2 or 3 versions written for each topic: one as an internal reference for support staff, one for coaches, and one for clients (for client-facing features). There is also much to be written from scratch to flesh out the content to completely represent all the system does (as a one-man shop I indeed haven’t kept things fully up to date!).

III. Customer Hand holding and Concierge Service

SO often folks benefit massively from just being shown around the system, helping them get acquainted with whichever features would serve a giving coaching style or program. CA is wickedly powerful but it takes something for folks to find and realize the benefit of that power, and so often folks left to their own devices just won’t bother, either under utilizing the system or just walking away from it. CoachAccountable is very much in the business of teaching coaches to be better coaches, and someone reaching out proactively to offer that sort of guidance holds great potential to grow the business. It’s the sort of support that bleeds into being a sales role.

Succeeding in this looks like…

Being a clear writer and a patient, personable teacher are key to this.  Being technically sharp and able to quickly learn a software system is nice, but if you’re not a whiz at this sort of thing already it’s fine because you’ll learn and get fluent with how the system works through experience soon enough.

I’m looking for someone who is keen to grow and evolve with this role over the long haul, someone who really learns the system and excels at teaching coaches how to be better and get great value out of the platform will become more and more valuable over time.  Because it’s an early stage company there is a LOT of room to innovate and make yourself massively valuable, while enjoying a wide variety of (hopefully!) intellectually stimulating and satisfying work.  I know what I need today, and together we can co-create your role as we continue to build the team and infrastructure to make a fabulous machine of customer support and on boarding.  Doing webinars and making screen casts for example are two directions in which you might branch out within this role.

Structure of the job

Structurally, the role will begin with an emphasis on you learning the system and easing in to fielding support emails as you learn (i.e. Pillar I above).  Once you get the hang of that you’ll add in Pillar II and begin flexing your copy writing chops to write informative and illustrating articles on how the system works.  Finally once your fluency with the system is comprehensive enough you’ll be able to move on to Pillar III outreach and hand-holding to compliment your other duties.

Hourly contract basis to start, $30/hour.  If you’re awesome and twist my arm I’m willing to consider starting higher.  Again, I view this role as having great potential to grow the business and so the right person, one who’s able to excel from the start and grow over time, is worth a lot.  I imagine the role to commence part time and grow into a full 40 hours a week within a month or two as you get up to speed and are ready to take on more responsibility.  When we’re both clear this is a great fit and love working with each other we can make your position a full time salaried one.

Speaking of loving working together, it is my intention that whomever takes this position LOVES their role, and I’ll do whatever is in my power to make that happen.  I’ll be relating to you as a competent, responsible adult and give you as much freedom as possible (within the needs of the role) to do your thing independently, where and whenever works best for you.  I want this work to be interesting and life giving to you, varied and purposeful from the interactions you have.  For this to work you have to have at least a baseline love for doing customer support, for being a guide over the phone, and for doing writing that teaches.

• A brief introduction of yourself and your experience with customer support and/or teaching in general
• Your thoughts on how you would ideally like to spend your time among the 3 pillars of the position and why
• Answers to these two common support questions, so that I can get a sense for your writing style:
  1. I couldn’t find CoachAccountable in the app store, is there one?
  2. How can I have the system send out a worksheet for my clients to fill out before our sessions together?

To apply: Keen to hop on board as employee number 2 in a successful and growing venture? Great. To be considered for the role, send me an email to john@coachaccountable.com. In it please include the items listed in the instructions above. Finally please include your own candid assessment of how likely you are to love this role and why. Having whomever takes this role be blissing their brains out as often as possible is one of my top priorities. :)

Whew!

All told I received a 141 responses to this posting.  I was delighted, honored and humbled by the enthusiasm showed by so many to join the CoachAccountable team, and was saddened by how many fabulous people I simply had to pass on.

I have made my choice and am so excited to have this candidate aboard.  We’re getting up to speed on working together now, and I can’t wait for you to meet him.  Stay tuned!

Courses are great.  They allow you to create a coaching program as a progression of items that are to delivered over a days, weeks or month, where the items include videos, readings, worksheets, action items, and more.  They are super flexible, allowing you to set in motion a slow drip of materials to as many clients as you like with just a few clicks, precisely according to the schedule you define–you can have the system send an intro message on Day 1 at 8am, an audio lesson on Day 2 at 9am and a review worksheet 20 minutes later, and so on.

You can even make it so that completing one item triggers the release of the next, such as completing Day 9’s Worksheet triggers a “well done” message, or watching Day 2’s audio lesson triggers the assignment of a follow up Action.   You can make a rich, interactive experience for your program participants as they go through the timeline of your course.

But what if your Course is better suited as a time-independent delivery?  You might have a bunch of material wherein completing one section naturally invites flowing into the next.  There might be no reason to not let someone who’s cruising through the materials and assignments simply move through more quickly.  Similarly, when someone takes a two week vacation it might well be much better to not let assignments and messages pile up while they are away.

You can of course pause, rewind, and fast forward someone along your course’s timeline, but even so some programs simply lend themselves better to being completely time independent.

Introducing Step-Based Courses

CoachAccountable now makes it possible to offer another kind of course to your clients, and that is the Step-based Course.  A Step-based Course has no ties to timing.  Instead of being spread out over a collection of days, you build a Step-based Course by dragging items onto steps.

Progression through a Step-based Course is entirely up to the pacing of your participants: completing all items and assignments from one step triggers advancing to the next.  This allows your clients to go through your programs at their own pace, with CoachAccountable doing the work of setting up and dispatching items for you in response to their progress.

Let’s take a look at how this works.  First you’ll note that when creating a course and setting up the duration, you have an option to have that duration be in either days or steps:

Just a matter of picking the right type of duration.

Building a Step-based Course is very similar to building a Day-based Course.  To learn some of the finer points consider this example:

Folks upon starting are advanced to Step 2 immediately. Can you see why?

Here we see that

• Step 1 has only a single Message item,
• Step 2 has a File (a document to be read),
• and Step 3 has a Worksheet and an Action.

To work out how this Course will progress for a participant, we need to introduce the concept of a “Completable Item”.  It’s a slightly odd concept (and my spellchecker rejects that word, but whatever), but Courses make an important distinction about whether or not a given Course Item can be completed.

• Actions:  Totally completable: clients mark an Action complete.
• Worksheets:  Yep, same deal as Actions.
• Files:  Yes, for the purposes of a Course a File is considered “complete” once a participant has either downloaded the file, or closed out the pop-up viewer for that File after accessing it within CA.
• Messages:  Nope, a Message is just emailed off (or displayed in-system when appropriate)–the system doesn’t record any concept of a Message being “completed”.
• Metrics: Nope.  Though a Metric can be marked complete at the end of whatever duration of weeks or months that a Metric is setup to track, for the sake of a Course a Metric is dispatched and there’s nothing a client need do with it in order to move on.
• Whiteboards:  Nope, they just exist, there is no notion of “completing” a Whiteboard.

So that’s the idea of a “Completable” item: Actions, Worksheets, and Files are Completable, Messages, Metrics and Whiteboards are not.  The idea is key to how Step-based Courses generally progress:

A Step is complete when there are no more Completable items within the Step remaining to complete.

So let’s look at how this plays out in our example Course shown above. Step 1 has only a Message in it, so that Message will be dispatched, and then because there are no completable items within that Step, the Step is then considered complete and the participant advances immediately to Step 2.

Being in Step 2 means they immediately are given the “Coaching with Software Course” File.  Because a File is a completable item, a client will not yet advance to Step 3 UNTIL they access that file.

Once the file is accessed that means Step 2 is complete, and so they jump to Step 3. Step 3 has two items in it, a Worksheet and an Action.  You might bet tempted to think that the Worksheet will go out first, and then the Action will be assigned once the Worksheet is complete, but don’t be fooled!  That sort of sequential behavior is for items in separate Step.

Items that are in the same Step are all immediately dispatched when a participant reaches the Step, and thus the order in which items appear within a Step is irrelevant.

What about empty Steps?  Those are fine to have as placeholders as you are developing your course, just know that when participants go through your course that the rule “A Step is complete when there are no more Completable items within the Step to complete.” applies to empty Steps too, meaning they are already immediately complete when a participant gets to them, and, unlike empty Days in a time-based course, are essentially skipped over.

Completion Points

Step-based Courses allow a Course designer to make exception to the rule “the step is done when there are no completable items left to complete”, and that is to designate a single Completable Item within a Step to be the “Complete Point”.  The Course builder for Step-based Courses has a slightly different set of things to drag on to the schedule:

The +Complete Point is new! Also note how there’s a way to add Steps to the “timeline” rather than Days.

The +Complete Point can be dragged on to any Completable Item to make that item the complete point for a given Step.  When an item is marked as the complete point for a step, completing that item will trigger progressing to the next Step no matter what else is complete or not within the step.

There can be at most 1 complete point per step, and when no complete points have been defined the default rule applies (a participant moves on when EVERYTHING is completed within the step).

Here’s an example of what this looks like.  The +Complete Point can be dragged on to any Completable Item:

Marking “Set up your Appointment Types” complete has this course move on, even if the participant hasn’t completed the bonus Action item.

This allows you to design your Courses with branching side tasks that are optional and don’t necessarily hold up progress in the course, giving you a lot of flexibility and control in designing your learning experiences.

Wrapping Up

That’s about all there is to know about setting up Step-based Courses and how they work.  Like Day-based Courses, you as coach have the ability to pause, fast forward and rewind a given participation through the sequence of items in your Course.

Step-based Courses also work great as Starter Kit Courses, getting your clients going on the system with a nice interactive sequence.

If you have a conventional, Day-based Course that you’d like to try as a Step-based course, there’s no way to change one into the other, but by cloning the course you can create a new course with the exact same items but of the other variety.

That Step-based Courses exist is in many ways due to the persistent asking and making the case for them by Michael Leahy of BraveHearts.  I had been really dragging my feet on writing these up (the sensible precursor to releasing this new feature) so I asked Michael to do a guest post for me about them, figuring he was uniquely positioned to champion why Step-based Courses are cool and how they can be used.

Michael was a sport and happily obliged.  Take it away, Michael!

THE CASE FOR STEP-BASED COURSES

I’ve been a satisfied Coach Accountable customer for about three years now, and one of the features I use a lot in my coaching practice is courses. I’ve always loved the rich functionality that John built into courses, especially the ability to drip feed my course content to my clients.

But I soon discovered that, at least for my application, this drip feeding feature had its limitations. While it’s great to use courses this way if you want to drip feed your course content according to a pre-determined, time-based schedule, I found that this approach conflicted with philosophy of self-paced learning. In practice, my clients were receiving their course content and related email notifications based on a pre-determined schedule that I set for them.

Since there was no way for users to speed up or slow down the pace of course content that I was sending them, and no way for me to know ahead of time at what pace each user would be going through the material, we came to an impasse. And I started noticing that several of my clients were getting frustrated or feeling overwhelmed, especially those slower learners. Which was unnecessary angst really, since I didn’t care how long it took them to progress through my learning material.

When I mentioned this to John, we started to discuss the feasibility of offering an alternative, step-based approach to drip feeding course content. In essence, freeing the course creator and user from being tied down to progressing through a course based entirely on a time-based schedule. Eventually, John responded with an option to select either time or steps as the basis for course progression and asked me to be his beta-tester.

USING STEP-BASED COURSES

I’ve been using step-based courses now for a couple of months and I couldn’t be happier. John’s implementation works flawlessly, and I now have about a dozen very satisfied clients who are progressing through their coursework at their own pace, just as advertised. In addition, I’ve found that once I set up my course and enroll my clients in it, from that point forward it’s a hands-free operation that requires no additional time for me to manage. And just like with time-based courses, I can make a quick assessment of exactly how far along the course each of my clients has progressed.
So if you haven’t used courses before, and you’re looking for a way to easily add value to your coaching practice, I highly recommend you try out CA courses and start offering your clients a simple, drip-fed course. It works great for everything from on-boarding new clients to sending out regularly scheduled announcements to groups of users, to automating and drip-feeding your coaching and training materials.

Michael also created a 10 minute screen cast where he shows off using Step-based Courses and talks through how and why he uses them in his work.  If you’d like to go a little deeper in your understanding of this new feature as well as get a glimpse into how another CA user leverages the platform, give it a watch!

Thanks, Michael!

Sometimes a would-be user of CoachAccountable just knows what they’re looking for.

This past Wednesday I got an email from Jason of Merchant Capital Partners, a company which offers loans and training programs to help entrepreneurs build sustainably profitable businesses.  He and his colleague Robert that got right to the point:

Hello,

We are evaluating your platform for use with our customers… would it be possible to hop on a call and talk through some of our questions and what a possible partnership would look like?  We’re looking to make a decision quickly so the sooner the better.

Please reply with some times that you are available.

The following day we spent nearly 2 hours on the phone and connected via screen share, them showing the ins-and-outs of the program they’re aiming to deliver at scale, and me taking it in and in turn advising how to best deliver it via CA.

Metrics, yes.  Action Projects, yes.  Courses to deliver it all in automated fashion in a scalable way, most definitely yes!

They knew what they were looking for and CA was pretty well up to the task, and in some ways even better than imagined (yep–participants CAN report their Metrics and mark Actions done by just replying to the text reminders sent to their cell phones, no logging in required so no excuses for not doing it–nice!).

And then we came to adding another tab to the client page.

Robert laid it out plainly: “We just need to add another section there, where we can put links into the portal for the program.”

This refers to the tabs by which client pages are organized.  You can see them here; Up Next, Stream, Metrics, and so on:

Ugh, it’s gettin’ crowded…

The Groups and Billing tab don’t always apply, and indeed it’s possible to turn off any of the tabs.  But in general, there’s just not space with the horizontally arranged tabs to add any more without things getting cramped.

But moreover, I just couldn’t see it being a good idea to do a quick-and-dirty job of “Okay, now everyone can create exactly one bonus tab and put whatever content they want on it”.  It’s doable and truly not much work to add, but if that exists, it’ll quickly reveal itself to be an incomplete feature, just as soon as the (most reasonable!) requests to extend the concept come along.  Requests like:

• Can I add more than one?
• Can I switch up the sort order?
• Can I have it show for some clients but not others?
• Can I vary what shows in that tab on a client-by-client basis?

When the answer to all of these questions is “yes”, allowing coaches to add new tabs (spacing issues notwithstanding) starts to sound like a pretty sweet and broadly useful feature!  I reckon I will add it when the time is right.

But as much as I love to please on a sales call, it’s a certain kind of severely irresponsible to promise big new feature build outs on the fly in response to “it would be nice if” requests.

Then it hit me: when you want to be able to have content there for your clients that is readily accessible at any time, that’s the stuff of using a Whiteboard.

“Tell you what,” I said, “for all those reasons I can’t see adding a new customizable tab to the client page, BUT if Whiteboards would do the trick for you I can stand by making the setup of THOSE for all of your clients an easy matter–without requiring you to do a lot of copy-and-paste setup for each new client you setup.”

Worst case scenario, I can wave my magic wand over the situation and do a bulk clone of a Whiteboard on in to whichever clients they need (wouldn’t be the first time!).  And if that becomes too cumbersome for my taste, I’ll think of something more clever.  Again, I wasn’t going to promise a feature until I’d had some time to give it careful consideration, but that plan I could stand by.

That would do, Robert told me, and indeed it might be better than the simple extra tab as this way the Whiteboard content that a given client got could be customized based on which program they were in.

This weekend I gave that careful consideration, and now, thanks to Robert & Jason’s power user needs, everyone can now add Whiteboards as part of their CoachAccountable courses.

Let’s take a look!

Hey look–there’s a new button on the right that I can drag on to the left!

It’s about as simple as that.  The new +Whiteboard allows you to add a Whiteboard item anywhere on the Course timeline, just as you would any other item type.

There are three visibility settings: you can make it visible to your client (“Share with client”), visible to only you, or (Team Edition only) visible only to members of the team (i.e. hidden from your client but visible to other coaches).

Based on visibility, you can further dictate who is able to make edits to the Whiteboard: your client, other coaches (again, applies only to Team Edition), or just the you.

It’s a spiffy little addition to Courses.  Whichever way Robert & Jason end up going, I thank them for their contribution to CA!  Here’s to the squeaky wheels.