Setting the Stage with a New Client

When you start serving a new coaching client with whom you’ll work via CoachEase, you might want to advise your client that you’re going to gather information from them using a nifty online system, and let them know how it works.

Something along these lines:

To help me gather information useful to your coaching, you’ll receive emails that contain links to some brief online forms I’ve created. The Subject line will be “New Coaching Assignment” and the return address on those emails is system@coachease.com.

Please, put that address on your mail system’s approved sender list, if you need to, so that these important emails reach your in-box.

After you receive your “New Coaching Assignment” message, clicking the link or pasting it in your browser will take you to a secure web page where you can easily provide the information I need from you. It’s simple, will save us both time and effort, and other clients even report that they find it an enjoyable process!

What’s your tip for how you use CoachEase with your clients? Share a thought or two with our growing community of users by clicking the Comment link.