CoachTrack Tips - February 2006.

Tip #2 - Easy System for Storing Coaching and Client Resources


Do you have a shelf overflowing with client resources such as books, videos, CDs, tools, etc? Do you have a list of other resources you like to recommend to your clients?
How about using a system that keeps track of not only which resources you have, but also which resources you have already recommended to which client, and when? Yes, of course you could write this down by hand, then slide the sheet into your paper file. However, over time these sheets will pile up. And the resources you recommended may not be so easily found in your file. Why not make it easier on yourself, and also look very professional at the same time!

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 store all your info so that it's easily found. It will also allow you to see all your client sessions on the computer, show you all previous sessions and recommendations you've made. This computerized system will make recommending further resources a snap!

If you already own the CoachTrack software, you're ahead of the game. CoachTrack is very user-friendly, it's simple to set up. Here's how to use the "Enter, Store & Retrieve Resources" features in CoachTrack. If you're currently using another system, please feel free to compare it to CoachTrack.

To Store Resources (building your list of favorites):

  1. On Main Menu, Click "Maintenance Entry" button.
  2. Click "Resouce List" tab.
  3. Now enter in your list of library materials and resources for future use. The categories are: What Type of Resource - Title - Author - Subject - Price
  4. For type of resource, e.g. if you want to add "Books", enter as many book titles as you like. You only have to do enter your list of resources once. Then go back to the main menu. Done!

To find Recommend a Resource During a Coaching Session:

  1. Click "Client Entry", choose the client by name.
  2. Click on "Edit Current Client", then click "Resources" tab.

Now select your resource you'd like to recommend from the list you've entered above. Select it, and it will go into the client's file and can be easily viewed anytime.

Your Benefits to Using the Client Resources System:

  • Easy access to all your favorite and valuable resources
  • Find resources by title, author, subject, etc. quickly
  • Easily remember what resource you recommended and to whom
  • Stay on top of the client's homework, if you assigned a resource to them, you can follow up!
  • Concentrate on your coaching and let the software do the record keeping!
  • 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.

To download the free, 10-day trial version, click here: http://www.coach-track.com/DemoDownload.php

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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To Order, call Eclipse Computing 
Toll Free: 1-866-717-8700
Direct: 250-717-8700
Email: Sales@Coach-Track.com

Don't delay, Call today!