Back to The Webinar Series Vault

Making CA a Joy for Your Clients

"Ugh, not another system I have to use!" OR "Oh wow, that sounds really great!"

Which reaction you get from your clients when you introduce them to CoachAccountable depends somewhat on the person, but moreso on how you present it and tee up their expectations.

In this webinar we're going to look at how to set your clients up to really appreciate having CA as a supporting addition to the coaching sessions.

We're gonna cover not just how you present and describe it to them, but also tips for making their experience of actually using CA as smooth and joyful as possible.

Here are the highlights:

  • The invite email (1:43)
  • Setting the Stage (7:24)
  • Keep it lean: Client page arrangement (26:03)
  • Setup tips for Clients (27:39)
  • System email addresses (30:57)
  • Getting in, getting out (34:45)
  • Pitfalls to avoid (39:22)
  • Giving them the good stuff (53:21)
Bonus: starting at 51:16 you can see a little exchange of a case well made for a new feature request, that was then added 3 days later. :)

Install the Onboarding Course

Want to install the onboarding sequence Course shown off in the webinar?

Yes, install it please!

Like what you hear? Learn more how CA serves your work.

Loading...