Client Management
The only client management software you'll ever need
Save time, improve outcomes, and create beautiful experiences for clients
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Simply.Coach is the most secure digital platform for service professionals
A big part of every engagement is gathering client information, running assessments, and setting goals. Simply.Coach takes all of this digital. Service professionals can also capture each clients’ progress towards their goals (thus also demonstrating impact) via a handy Progress Check-in feature!
All of this, easily viewable on the client dashboard.
- Add SMART – Specific, Measurable, Attainable, Relevant, and Time-bound - goals for each client
- Assign Actions to each goal to keep the client accountable
- Have clients set up and input their own goals via Client Workspaces
- Leverage the collaborative, contextual discussion board to monitor goal progress
- Get automated periodic progress check-ins on each goal
Proprietary content & templates are all part of the unique experience your practice offers clients.
You can now create your exercises, forms and templates online and have responses captured & maintained at a single point. For example, the initial get-to-know-you exercise or recurring feedback exercises can be digitized and automated. You can also share these as links with nudges, so clients are reminded to complete the documents on time.
Simply.Coach automatically generates reports that give you data and insights on each client’s progress, the impact of your practice and the Return on Investment (ROI) provided to your client.
- Get reports on impact, ROI and progress
- Easily share reports with sponsors, directly from the platform
With Simply.Coach, you can loop in each client’s stakeholders – in a corporate setting, for example, that would be managers, reportees and peers – for an outside-in perspective on progress. The platform also automates regular stakeholder feedback at specific time intervals, capturing the gradual behavioural change.
Simply.Coach’s Action Plans feature helps service professionals & clients record & track tasks – known as Actions – towards goals. Actions are a great way to stay on course to achieve goals even between sessions, by recording intent and preventing procrastination.
Clients’ upcoming and overdue Actions are also all viewable on the Actions Dashboard; so you can keep an eye on them and send reminders at the click of a button.
- Immediately capture action points from sessions
- Attach actions towards a particular goal
- View all client actions on the action dashboard
- Send reminders on due/overdue action items
- Capture personal action items for yourself as a coach
No more setting reminders for clients and following up on progress over mail. Service professionals can ensure clients stick to their goal plan and are consistent in behavioural changes with nudges – friendly reminders designed in a way that they won’t be ignored!
Simply.Coach helps service professionals manage every aspect of sessions, from scheduling them to preparing for them with previous session notes, and taking notes and capturing action points during the session.
You can even set up recurring sessions (to avoid the recurring effort!) with session prep forms sent out each time for the client to fill, so you go in every time knowing what to expect.
- Schedule & reschedule sessions and recurring sessions
- Send reminders for sessions via email, text or both
- Automatically send (and collect responses from) session prep forms before each session
- Capture notes and action points during each session
Simply.Coach becomes a dedicated space not only for service professionals but also for clients. Each client can capture their thoughts and action items, access shared content repositories and enjoy a more cohesive workspace with your associate.
Service professionals share online articles, videos and other such resources with clients all the time – usually via WhatsApp or email. As a business, you may even have standardised resources that your associates share with clients.
Simply.Coach gives you one central repository to share notes, links and any other documents with each client. And when your client is not on Simply.Coach; they receive the shared content via email, accessible/downloadable for 7 days to protect your proprietary content.
Running a team-level engagement is an endless amount of logistics, communication, and collaboration. Service providers need to be able to impact the team as a whole but also each member at a personal level. Simply.Coach helps you do just that, by automating logistical tasks, digitizing communication, and creating one central space from which to run the entire engagement.
