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Communication package for coaches

We have developed a communication package for our coaches that allows you to easily communicate with your Trackees. This is nothing more than a guideline or inspiration that you can adapt to your own wishes. Maybe you copy the entire document, maybe just parts, that is entirely up to you. If you have additions and/or questions in the future, please let us know.

Communication package

In this communication package you will find various examples that you can adopt and things that you can implement in your website.

  1. Welcome email to your coachee
  2. Onboarding in Trackler
  3. Website widget to let leads schedule an appointment via your Scheduler
  4. Trackler emblem

📩 Welcome email to your coachee

👉🏼 Below you will find a welcome email that you can send to your coachee, customer or client.

Hello [Coachee],

Welcome to your coaching journey! Together we will ensure that you get the best out of yourself, and we will use Trackler for this.

Trackler is a coaching platform that makes your journey clear. Here you can communicate, complete assignments, share notes, schedule appointments, and more. The platform also remains available as a reference.

Create your account via this link [Add invitation link and log in immediately. You will then immediately enter your personal Track.

Download the Trackler app also in the Google Play Store (Android) or the App Store (iOS), so you always have access.

Questions? Feel free to ask them in Trackler.

See you soon!

📋 Onboarding in Trackler

👉🏼 Create an onboarding for your Trackees.

Create a onboardingStep by step you can here find out how to do that.
For example, use the field types Section, Legal and Dish.
❗️Please note, all texts are examples. You can adjust everything to your liking.

  • Section: Welcome

    Welcome to our Track. The place where we communicate, where you get reflections of our sessions and where we can track your journey.

    [Add a welcome video or a personal text for your Trackee explaining the benefits of Trackler and how you can work together.] 

  • Section: Communication
    • Communication channels:
      I want to support you in the best way during your coaching trajectory. That is why we will work in Trackler. I aim to respond within 24 hours, and for more complex questions within 48 hours at the most.
    • Urgent questions?
      Do you have something urgent that can't wait? Don't worry! For emergencies, you can reach me by phone. We will discuss this at the start of the process.
    • Which channels do we use?
      • Trackler: For short questions and interim updates, important updates, session summaries, assignments and documents.
      • Phone calls or video chats: For our coaching sessions or if something urgent comes up.
  • Legal: Terms and Conditions

    Remember to add Trackler to your terms and conditions. You can do this by adding the following text:

    Trackler – I use Trackler for (…..) (e.g.: managing your customer data, taking notes of our conversations, exchanging information with you…..). Your personal data is not stored or otherwise processed outside the EU. Trackler secures all data well, including by following the ISO 27001 standard, and never provides the data to third parties. I have concluded a processing agreement with Trackler in which these agreements are included.

    Here [link to your general terms and conditions] you will find my general terms and conditions.

  • Dish: Current situation
    • Ask
      How would you rate your personal situation at the moment on a scale of 1 to 10?
    • Description
      1 – Very bad
      10 – Excellent

  • Optional → Section: Reflection and feedback
    • Objectives: During our first sessions we will determine your goals together. We will evaluate these regularly to see if we are still on the right track.
    • Your responsibility: You are the key to your own success. We guide you and give you the tools to achieve your goals, but ultimately you are responsible for your efforts and the progress you make.
    • Evaluations: We schedule regular evaluation moments, usually after every 4 to 6 sessions. This gives us the chance to discuss your progress and establish any new goals or strategies.

💬 Website widget

👉🏼 Add a widget to your website that allows your leads to schedule an appointment right away.

Manual

Here you will find a manual on how to install this widget.

⭐️ Trackler emblem

As a coach you have to radiate professionalism. In addition to the obvious things such as: looking presentable, being punctual with your appointments, respectful communication and excellent service to your coachees, you can also express your expertise in other ways.

Exude professionalism

  1. Provide a professional working environment. Use professional-looking spaces and materials, and make sure your work environment is neat and organized.
  2. Have a professional website and online presence. Show that you are serious about your work through a professional website and possibly social media accounts that are well maintained.
  3. You guarantee safety
    • All personal information is stored securely in Trackler.
  4. User-friendly and convenient
    • With your own login for your coachee that is intuitive to use.
  5. You offer an APP
    • Here everything regarding personal development is bundled in one place.
    • From communication to assignments, habits to log to invoices to be paid.

While you obviously excel with the first 4, we provide the digital support.

Distinguish yourself in the sea of coaches

There are so many coaches, their growth is exponential. How you can distinguish yourself as a coach is by radiating professionalism in your way of work.

Manual

Find here a step by step guide on how to apply the emblem.

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