06.26.2023
Gone are the days of frantically searching through your notebook or Google documents for client information.
That way of working was time consuming, inefficient and made it hard to track the progress of individual clients.
However, using a coaching platform provides a confidential container, where you can now easily access all of the vital details that you have for each client. This means no more panic scrambling around for the information before meetings, as everything is simply one click away.
Since starting to use a technology platform, we’ve identified at least six game-changing advantages to using the platform over manually tracking your clients:
1️⃣ Efficient Client Management:
The centralized hub contains all client information, engagement details, and completed events. Bringing them all together so you can have an overview of a client on your device – it’s secure, confidential, and easy to update.
2️⃣ Seamless Scheduling:
The platform integrates with most business calendars to allow for easy meeting scheduling – eliminating the need for back-and-forth communication. No more confusion over scheduling or trying to find spots of time that work for you – the platform makes this so much easier.
3️⃣ Streamlined Meeting Management:
You can effortlessly mark meetings, add summaries, and track progress, all within the platform. It means that you can prepare with confidence using the confidential container of client information.
4️⃣ Goal Setting and Assignment Tracking:
An important part of leadership coaching is defining and monitoring your objectives. Through the platform, you can create and modify goals, as well as tracking task completion for clients’ progress. It’s really easy to stay organized and focused.
5️⃣ Effective Communication:
The platform doesn’t just store the records of the meetings – it also provides a space to save all coaching-related conversations in one place for efficient communication.
6️⃣ Comprehensive Documentation:
One of our favorite features is that it provides an automatic generation of meeting summaries and history notes. This saves so much time, and nothing gets forgotten – access a complete record at your fingertips.
Have you considered using a coaching platform to improve your company’s coaching efficiency or productivity?
We would love to discuss how using a platform like Optify can help you coach more effectively – spending more time doing what you love – coaching! Find out more about our technology platform.
