Enhanced client interaction with Smart Documents
Implement Smart Documents in your coaching practice to experience a blend of technology and personal touch that drives success. These tools are not just about managing information—they’re about enhancing relationships and fostering deeper engagement
Ease of use
Starting with Smart Documents is straightforward, ensuring that both coaches and clients can focus on what truly matters—growth and development. Here’s how:
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Template DesignBegin by crafting a customized template that reflects your coaching methodology, with easily editable blocks for dynamic interaction
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Document AssignmentAssign these personalized documents to your clients, targeting specific areas for development or feedback.
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Engagement Tracking:Track your client’s interaction and document completion, ensuring that they are on the right track
Benefits Tailored to Every Role
For Coaches
- Streamlined Feedback: Collect and analyze client insights efficiently.
- Consistent Data Collection: Standardize the information you gather, regardless of client or session.
- Time Efficiency: Reduce preparation and follow-up time significantly.
For Clients
- Engaging Interaction: Dive into interactive worksheets that make learning active and engaging.
- Clear Guidance: Benefit from structured help that guides your thought process.
- Visible Milestones: Track your progress and achievements visually and comprehensively.
Smart Doc capabilities
Smart Documents are equipped with a range of features designed to enhance the coaching experience for your clients:
Templates
Use one of the existing Smart Doc templates or create your own based on your needs. Duplicate, tweak and assign.
Progress tracking
Easily track progress of your clients with the completion status bar on each Smart Document.
Collaborative
Assign a collaborative document to the whole group and work together with all your program members on the same document.
Privacy
Disable the feature that allows all program members to view each other's documents, ensuring that clients' entries remain private and accessible only to them and you.
Embedable
Incorporate sections or entire Smart documents into your course lessons, enabling your clients to complete assignments directly within the course section.
Filtering&Sorting
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It’s really made for coaches where the coaching is central and not the courses …although the course side is awesome too. The strength is in the smart docs and I can only see that they can be more powerful
Innovative ways to tailor features
Smart Documents flexibly adapt to various coaching scenarios:
Client onboarding
Utilize in-depth questionnaires to capture essential background information and set the stage for effective coaching.
Goal management
Empower clients to define, document, and track their goals with precision.
Reflective journaling
Offer structured templates for clients to record insights, enhancing personal reflection and development.
Pre-session prep
Help clients prepare for sessions with focused questions and agenda points, maximizing the value of time spent together.
Learn more about Smart Documents
Check out our Help Center knowledge base
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