Biography

The coaching.com team are experts in the coaching.com platform. Our team is made up of highly experienced and dedicated customer success and tech professionals who know the coaching.com platform inside out and are excited to share their knowledge and experience with all of you!

List your Marketplace Profile and Be Found – AM

Coaching.com Summit -  icons calendar reg 2022-07-20T09:00:00-04:00 2022-07-26T03:00:00-04:00 Wednesday, Jul 20th, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
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Coaching.com has created the most highly searchable marketplace of coaches that enterprises regularly come to select coaches from. Learn how to list your coaching practice in this marketplace to be found!

  1. How to create your complimentary marketplace listing?
  2. How to provide package options?
  3. What makes a great profile stand out?

List your Marketplace Profile and Be Found – PM

Coaching.com Summit -  icons calendar reg 2022-07-20T17:00:00-04:00 2022-07-26T03:00:00-04:00 Wednesday, Jul 20th, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Coaching.com has created the most highly searchable marketplace of coaches that enterprises regularly come to select coaches from. Learn how to list your coaching practice in this marketplace to be found!

  1. How to create your complimentary marketplace listing?
  2. How to provide package options?
  3. What makes a great profile stand out?

Use Your Platform for a Thriving Coaching Practice – AM

Coaching.com Summit -  icons calendar reg 2022-08-03T09:00:00-04:00 2022-08-09T03:00:00-04:00 Wednesday, Aug 3rd, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Create your internal coach profile so you can use the coaching.com software to run your coaching business.

  1. Navigate the setup wizard to complete your internal profile and activate your software account.

Use Your Platform for a Thriving Coaching Practice – PM

Coaching.com Summit -  icons calendar reg 2022-08-03T17:00:00-04:00 2022-08-09T03:00:00-04:00 Wednesday, Aug 3rd, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Create your internal coach profile so you can use the coaching.com software to run your coaching business.

  1. Navigate the setup wizard to complete your internal profile and activate your software account.

Use Your Platform for a Thriving Coaching Practice – Q&A AM

Coaching.com Summit -  icons calendar reg 2022-08-17T09:00:00-04:00 2022-08-23T03:00:00-04:00 Wednesday, Aug 17th, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Create your internal coach profile so you can use the coaching.com software to run your coaching business.

Navigate the setup wizard to complete your internal profile and activate your software account.

Use Your Platform for a Thriving Coaching Practice – Q&A PM

Coaching.com Summit -  icons calendar reg 2022-08-17T17:00:00-04:00 2022-08-23T03:00:00-04:00 Wednesday, Aug 17th, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Create your internal coach profile so you can use the coaching.com software to run your coaching business.

Navigate the setup wizard to complete your internal profile and activate your software account.

Professionalize Your Clients’ Experience – AM

Coaching.com Summit -  icons calendar reg 2022-09-07T09:00:00-04:00 2022-09-13T03:00:00-04:00 Wednesday, Sep 7th, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn best practices to track clients’ progress and session details with ease.

  1. Invite and activate your clients in the platform.
  2. Track their goals ongoing.
  3. Differentiate between client records.
  4. Learn what my client sees when they log in!

Professionalize Your Clients’ Experience – PM

Coaching.com Summit -  icons calendar reg 2022-09-07T17:00:00-04:00 2022-09-13T03:00:00-04:00 Wednesday, Sep 7th, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn best practices to track clients’ progress and session details with ease.

  1. Invite and activate your clients in the platform.
  2. Track their goals ongoing.
  3. Differentiate between client records.
  4. Learn what my client sees when they log in!

Professionalize Your Clients’ Experience – Q&A AM

Coaching.com Summit -  icons calendar reg 2022-09-21T09:00:00-04:00 2022-09-27T03:00:00-04:00 Wednesday, Sep 21st, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn best practices to track clients’ progress and session details with ease.

  1. Invite and activate your clients in the platform
  2. Track their goals ongoing
  3. Differentiate between client records
  4. Learn what my client sees when they log in!

Professionalize Your Clients’ Experience – Q&A PM

Coaching.com Summit -  icons calendar reg 2022-09-21T17:00:00-04:00 2022-09-27T03:00:00-04:00 Wednesday, Sep 21st, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn best practices to track clients’ progress and session details with ease.

  1. Invite and activate your clients in the platform
  2. Track their goals ongoing
  3. Differentiate between client records
  4. Learn what my client sees when they log in!

Create & Manage Coaching Engagements With Ease – AM

Coaching.com Summit -  icons calendar reg 2022-10-05T09:00:00-04:00 2022-10-11T03:00:00-04:00 Wednesday, Oct 5th, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to create and manage your coaching engagements in the Coaching.com platform to professionalize your clients’ experience. 

  1. How to set up a client engagement and change the status?
  2. Navigate all engagement settings .
  3. Brief overview of creating a session templates (this is covered more in depth on a different session).

 

Create & Manage Coaching Engagements With Ease – PM

Coaching.com Summit -  icons calendar reg 2022-10-05T17:00:00-04:00 2022-10-11T03:00:00-04:00 Wednesday, Oct 5th, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to create and manage your coaching engagements in the Coaching.com platform to professionalize your clients’ experience. 

  1. How to set up a client engagement and change the status?
  2. Navigate all engagement settings .
  3. Brief overview of creating a session templates (this is covered more in depth on a different session).

Create & Manage Coaching Engagements With Ease – Q&A AM

Coaching.com Summit -  icons calendar reg 2022-10-19T09:00:00-04:00 2022-10-25T03:00:00-04:00 Wednesday, Oct 19th, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to create and manage your coaching engagements in the Coaching.com platform to professionalize your clients’ experience. 

  1. How to set up a client engagement and change the status?
  2. Navigate all engagement settings .
  3. Brief overview of creating a session templates (this is covered more in depth on a different session).

Create & Manage Coaching Engagements With Ease – Q&A PM

Coaching.com Summit -  icons calendar reg 2022-10-19T17:00:00-04:00 2022-10-25T03:00:00-04:00 Wednesday, Oct 19th, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to create and manage your coaching engagements in the Coaching.com platform to professionalize your clients’ experience. 

  1. How to set up a client engagement and change the status?
  2. Navigate all engagement settings .
  3. Brief overview of creating a session templates (this is covered more in depth on a different session).

Stay Connected to Key Business and Client Metrics – AM

Coaching.com Summit -  icons calendar reg 2022-11-02T09:00:00-04:00 2022-11-08T03:00:00-05:00 Wednesday, Nov 2nd, 2022 9:00 am EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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In this session, you’ll learn to optimize your Coaching.com Dashboard and create reports to track your clients’ progress demonstrate session impact.

  1. Customize your admin dashboard.
  2. View your mini dashboard for client records.
  3. Develop reports to show client progress.
  4. Schedule reports to be sent/automated.

Stay Connected to Key Business and Client Metrics – PM

Coaching.com Summit -  icons calendar reg 2022-11-02T17:00:00-04:00 2022-11-08T03:00:00-05:00 Wednesday, Nov 2nd, 2022 5:00 pm EDT (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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In this session, you’ll learn to optimize your Coaching.com Dashboard and create reports to track your clients’ progress demonstrate session impact.

  1. Customize your admin dashboard.
  2. View your mini dashboard for client records.
  3. Develop reports to show client progress.
  4. Schedule reports to be sent/automated.

Templates, Branding and Great Reviews – AM

Coaching.com Summit -  icons calendar reg 2022-12-07T09:00:00-05:00 2022-12-13T03:00:00-05:00 Wednesday, Dec 7th, 2022 9:00 am EST (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Understand the elements under Company Settings, how to design program templates, modify your brand settings, and enable session ratings so clients can leave public reviews.

  1. Design your roadmap templates. 
  2. Enable Ratings to auto post in your Marketplace listing.
  3. Create client program templates.
  4. Design your platform branding .

Build Your Resource Library, Deliver More Value – AM

Coaching.com Summit -  icons calendar reg 2023-01-04T09:00:00-05:00 2023-01-10T03:00:00-05:00 Wednesday, Jan 4th, 2023 9:00 am EST (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to build your resource library and upload all key client tools in one place.

  1. How to add resources to support your clients?
  2. How to create custom forms (and how to view responses)?
  3. Understand theme libraries and how to use this unique resource?

 

Optimize & Automate Client Messages and Reminders – AM

Coaching.com Summit -  icons calendar reg 2023-02-01T09:00:00-05:00 2023-02-07T03:00:00-05:00 Wednesday, Feb 1st, 2023 9:00 am EST (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Learn how to automate engagement items and reminder notifications.

  1. Learn how to set automations for session items.
  2. Automation allows engagements to stay on track & removes the task of having to send program items manually.

Invoice & Design Client Contract Templates – AM

Coaching.com Summit -  icons calendar reg 2023-03-01T09:00:00-05:00 2023-03-07T03:00:00-05:00 Wednesday, Mar 1st, 2023 9:00 am EST (60 min)
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Coaching.com Team

  • Customer Success & Tech Managers at Coaching.com
Biography
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Understand how invoicing works and design your client contracts.

  1. Build invoices – export to your bookkeeping software.
  2. Use stripe to allow clients to pay invoices directly from the platform.
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