Monday.com For Coaching

Set up & optimise Monday.com for your coaching business

Setting up Monday.com for a coaching business

Systems are critical if you run a coaching business. Being able to maximise outcomes for your clients means you need to have simple and effective ways to deliver solutions in a systematic way. Your own business can sometimes lag behind, while you focus on solutions for your clients. How you collaborate is critical and also having a place to manage agreed outcomes, deliverables and accountability can be the difference between success and failure for a business owner.

Monday.com is a customisable and powerful work management system and can become a central resource for your own operations. For a coaching business it can also be used to create a portal or collaboration point for you and your clients. Building a scalable solution can be an effective and efficient way to manage your ongoing client operations.

If you’re a business coach, Monday.com is a great all in one solution that allows you to manage sales, contacts, deals, operations, client engagements, finance, HR and more. It gives you true flexibility to create an all-in-one solution to manage your business and keep clients on track.

Client coaching portals made easy

Accountability is one of the key reasons why someone would employ a coach in their business. Guidance, metrics and working towards active goals is critical for your clients. Having a central location to monitor, track and keep clients engaged on key activities can be difficult to maintain. This can become problematic when you have multiple systems that don’t talk to each other. With an optimised Monday.com account in addition to your own operational work you can build client portals (shareable boards) to clearly document expectations and track progress on activities. This central resource can be created as part of your operational activities to provide a seamless integration between your own work and the outcomes aligned to your clients.

Managing operational workflows

During your coaching and collaboration sessions with your clients it’s likely that you will have tasks, activities and things to do that will naturally occur. The benefit of having a central resource for coaching calls and outcomes is that you can sync these through to other parts of your Monday.com account for completion internally by your team. With the right structure and the use of mirroring you can achieve simplicity and efficiency right from client calls through to internal execution.

Building data dashboards

Visualising data and showing changes over time and how goals are tracking is a really important tool in your arsenal as a coach. Making that process easy and avoiding time consuming admin work is possible with the right structure in Monday. You can easily create client dashboards and sync them through to their activities, goals and tasks to keep the accountability on track.

We partner with the world’s best..

asana
asana
asana
asana
zapier
Google

Want to talk? Let's discuss your business

Find out how you can optimise your operations, simplify how your team works & boost organisational productivity. Tell us some information about your business & how you work. We'll be in touch, quickly.

This field is for validation purposes and should be left unchanged.

Join our online program + power up with our coaching add on

If you want to become a power user and enjoy learning on the fly, while building out Monday.com then our online program called the Monday.com Masterclass might be for you. You might also have a super user in your organisation that wants to be the Monday.com champion, but they are struggling to put everything together. In our foundation online program we’ll take you through the exact steps to create a powerful Monday.com system. From planning, to implementation and the adaption of the advanced features we’ve got you covered. You can even bundle this with our coaching powerup. We will take you through the exact process to create an effficient and scalable structure in Monday.com for your coaching business. With easy to download templates and screenshare videos you’ll have your coaching business established in Monday.com with the guidance of an expert team.