“I am more confident in my ability to serve my customers.”
David Liddell, Founder & CEO, Liddell Consulting Group
Challenge
Demand for LCG’s coaching services was growing, which meant they needed a way to scale quickly. However, without any coaching technology in place, they were struggling to keep track of clients’ progress as the business grew.
LCG was therefore looking for a scalable solution that would enable them to improve their efficiency and easily oversee all engagements, so they could provide consistently excellent coaching to even more clients.
Solution
Following a recommendation from a trusted friend, LCG CEO David Liddell received an Optify demo that convinced him the platform was exactly what his business needed.
As an all-in-one coaching solution, Optify gives LCG’s coaches the ability to track all coaching relationships from start to finish. Before client meetings, coaches can view notes from past sessions, check the client has completed assignments, and review the goals the client is working towards. This insight sets them up to deliver maximum impact within each coaching engagement.
Having Optify’s technology on board also enables LCG’s coaches to streamline their processes, so they can maximize their efficiency and coach more leaders. With Optify’s resource library at their fingertips, coaches can easily find and send useful resources to clients. The platform’s simple dashboards and reporting capabilities also make it easy for them to track and share each and every client’s progress, which demonstrates impact.
Impact
Operational:
- Now LCG’s coaches have a centralized platform where they can handle all the coaching admin so they can focus on what they do best – coaching.
- LCG has seen an increase in customer engagement, focus, and accountability.
- Thanks to Optify’s scalability and flexibility, the team will be able to rely on the platform to help them deliver an excellent customer experience as the business grows.
Could our coaching platform help you to reach more coaching clients? Get in touch with our team to find out how Optify can benefit your business.
“The ability to track the progress of each client ensures effective outcomes and results.”
David Liddell, Founder & CEO, Liddell Consulting Group
