Welcome to our complimentary CoachTrack Tips Newsletter. On a monthly basis we will focus on specific helpful tips for streamlining your practice. These tips will give you more ideas how to increase your efficiency and improve your coaching practice. We sincerely hope you enjoy the CoachTrack Tips newsletter and will utilize it to create a better, smoother and more organized coaching business for yourself and your clients.
Our Coaching Tip: To be perceived as a professional, it helps to be organized and thoughtful. A professional image is the first impression you give, and needs to be consistent to keep a client's confidence in your business.
P.S.: Enjoy and feel free to forward this Newsletter to other coaches!
CoachTrack Tips - July 2006.
Tip #5 "Customize & Personalize Your Invoices"
Do you wish to send professional looking invoices to your clients? How about adding your logo to your invoices to personalize them?
The simple solution to this task is to use a client management software, such as CoachTrack. A good software system is versatile; it will allow you to customize and personalize your data.
If you already own the CoachTrack software, you are ahead of the game. CoachTrack is very user-friendly, it is simple to set up. Here is how to use the "Customize and Personalize Invoices" feature in CoachTrack. If you are currently using another system, please feel free to compare it to CoachTrack.
To Customize Invoices: 1) On Main Menu, Click "Company Entry" button.
2) Your company name, coach title, address, phone # and your email can be stored here.
3) To add your company logo, click "browse" button. This opens your windows dialog box to allow you to choose your file.
4) Select the "Logo" file, click on "open" button. Your logo will appear in the space below.
If you wish to add a note or motto to appear on every invoice:
1) On Main Menu, Click "Company Entry" button. 2) Enter your note and motto. 3) When you exit, your info is automatically saved.
Your Benefits to Using the Customize Invoice Feature: - You will have a customized, professional look. - Your clients will be impressed. - Info is there automatically, you never have to do it manually again. - Why pay someone to "make invoices" for you when you can easily do it yourself! - Enables you to be professional, thoughtful and prepared!
If you do not own a copy of the CoachTrack software yet, we encourage you to download a free, 10-day trial version to experience this great feature. The trial CoachTrack version is fully functional, meaning it is equipped with all the features the software has and will help you get organized immediately. You can enter all your client files and records to experience how it works. When it expires after 10 days, and you wish to purchase the program, simply call us and we''''ll activate your software; your records will remain active and continue to be available to you.
Call to activate your software, Toll Free: 1-866-717-8700
If you have any questions regarding CoachTrack features and benefits, please email: David@Coach-Track.com
The CoachTrack Tips Newsletter is written monthly by CoachTrack team member, Life and Guidance Coach Karin Bauer.
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