Client Compass Version 4.0

Un libro in lingua di John Wiley & Sons Ltd. (COR) edito da John Wiley & Sons Inc, 2006

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Developed by coaches for coaches, Client Compass will help you save time-and earn more money. Client Compass is like having a virtual assistant-automating invoicing, managing your prospect list, and keeping track of client contact hours for billing and certification.

Client Compass features a built-in, approved ICF form for tracking certification hours. Easy-to-use, and flexible enough to customize to fit your practice needs, Client Compass software helps you guide your clients and your practice toward success!

With Client Compass Software you can:

  • Utilize our unique call timer which automatically tracks and records client sessions-useful for billing and for recording contact hours for certification
  • Perform client intake and manage client sessions-import client-prepared forms, utilize our unique client checklist
  • Carry out assessments-a built in assessment tool helps you to set goals with your clients-you can also create or import custom assessments
  • Manage client records-record contact information, session documentation, and billing-all in one place
  • Keep track of client appointments-the built in scheduler helps you manage your calendar-and it syncs easily and accurately with Outlook
  • Grow your coaching practice-our unique Practice Building section includes proven business and marketing strategy planning tools that have helped thousands of coaches build their businesses

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