COACH

How to use dynamic coaching tools and manage your customer relationships.

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22 articles in this collection
Written by David Bautista
Adding customers and entering their data

Add a customer with COACH

Move your customer through the intake process and store their responses while collecting data for your program.
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Written by David Bautista
Updated over a week ago

See your customer's progress at a glance

With the Customer Dashboard, look at your customer's financial health at a glance, print the Action Plan, or email your customer.
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Manage your customer's blueprint towards financial security

Use the Action Plan to move Action Tiles, add new Action Tiles and notes, or switch to a Spanish Action Plan.
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Written by David Bautista
Updated over a week ago

Manage meetings with your customer

Use the Meetings tab to schedule a new meeting, edit existing meetings, or add / update a survey associated with a meeting.
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Written by David Bautista
Updated over a week ago

Track your customer's goals

The Goals Worksheet helps to keep track of your customer's goals over time.
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Written by David Bautista
Updated over a week ago

Track your customer's asset balances

Use the Assets: Balances Worksheet to track asset balances, auto-deduct amount, and number of deposits made over time.
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Written by David Bautista
Updated over a week ago

Track your customer's income

With the Assets: Income Worksheet, keep track of your customer's sources of income, including public benefits.
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Written by David Bautista
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Track your customer's expenses

With the Assets: Expenses Worksheet, track your customer's expenses over time, and find out if they have a surplus or deficit.
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Written by David Bautista
Updated over a week ago

Track your customer's financial transaction costs

Use the Banking Worksheet to track your customer's financial transaction costs over time, and suggest ways to reduce them.
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Written by David Bautista
Updated over a week ago

Track your customer's credit score and credit report pulls

Use the Credit Worksheet to enter your customer's FICO score and track when their credit report is pulled.
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Written by David Bautista
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Track your customer's debts

With the Debt Worksheet, track each debt's monthly minimum payment, interest rate, and balance over time.
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Written by David Bautista
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Track your customer's tax filing history

Use the Taxes Worksheet to track your customer's tax filing history and refund or taxes owed.
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Written by David Bautista
Updated over a week ago

Track outgoing referrals

Use the Referrals Worksheet to track referrals you've made to other organizations.
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Written by David Bautista
Updated over a week ago

Add or edit additional customer information

Re-access the intake page, enter additional demographic information, and attach files to the customer's profile.
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Written by David Bautista
Updated over a week ago

Printing customer's information in COACH

Print your customer's Action Plan or any of the dynamic worksheets: Goals, Assets, Banking, Credit, Debt, and Taxes.
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Written by David Bautista
Updated over a week ago