The Touchpoints feature is designed to help you stay accountable in maintaining consistent and meaningful communication with your clients. In our refreshed design, Touchpoints take center stage as a core element of successful coaching relationships.
With Touchpoints, you can set communication goals and track your progress, ensuring that you’re consistently engaging with your clients. You can establish these goals in two ways:
Organization Goals: The organization owner or admin sets a communication goal that applies to all coaches within the organization.
Coach Goals: Individual coaches within an organization can also set their own touchpoint goals. However, a coach’s goal cannot be lower than the organization’s goal but can exceed it.
Your dashboard gives you a clear view of your progress, showing:
The percentage of your touchpoint goal that you’ve completed.
A list of clients you’ve already reached your goal with, as well as those who still need attention.
And if you prefer not to use this feature, you can easily turn off Touchpoints from your dashboard.
This feature puts client communication front and center, helping you stay proactive, build stronger relationships, and ensure no client is left behind.