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Engaging with your Clients
Engaging with your Clients
Renaud Bonavie avatar
Written by Renaud Bonavie
Updated over a week ago

In the realm of coaching, cultivating robust relationships with your clientele is paramount. While emails and phone calls work well, trying different ways to connect with them can make talking even better, help them trust you more, and make your bond stronger.

Chat with the client

You can talk directly to your client using chat. It’s like texting but more professional. This helps you stay in touch with them easily.

Messaging the client from the client details

You can send messages to your client from their client record.

Communicating via Notes

Now, you and your client can add comments on notes! This makes it easier for both of you to work together. You can give feedback, ask questions, and share ideas right there in the note.

Communicating via Task/Goals

Coach and client can directly comment on task/goals! Enhance collaboration and streamline communication within your team by providing feedback, asking questions, and sharing insights directly within the note itself.

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