Unlocking the Power of the New Coaching Portal

Key Points:

1. Portal Overview & Onboarding (02:04) – Introduction to the new coaching and client portals, with tips for onboarding clients.
2. Managing Contacts & Credentials (05:17) – How to add clients, send credentials, and manage appointments.
3. Session Notes & Internal Notes (14:37) – Differentiating between internal notes and client-facing session notes, with new formatting options.
4. Implementation Plans & Task Assignment (23:06) – Using assessments to generate step-by-step implementation plans and assigning tasks to clients.
5. Levels of Access: Coach vs. Client (26:28) – How coaches access deeper resources and tools, while clients see actionable steps.
6. Metrics & Progress Tracking (29:27) – Tracking revenue, profit, leads, and conversions, and sharing progress with clients.
7. Client Portal Experience (31:01) – What clients see: meetings, resources, action steps, and messaging.
8. Business Academy Integration (41:32) – Assigning courses, tracking lesson progress, and using the Academy for client education.
9. Group Coaching & Cohorts (49:25) – Setting up group coaching, automating lesson drip, and managing large cohorts (e.g., chambers).
10. Scaling & Flywheel Strategies (1:09:25) – Using workshops, courses, and group coaching to build trust, filter prospects, and scale coaching businesses.

Key Takeaways:

• Leverage the portal—streamline delivery and client management

• Assign and track tasks—keep clients accountable with automated tools

• Use group coaching features—scale your impact with cohorts and drip content

• Educate clients via the Academy—assign targeted lessons for self-paced learning

Notable Quotes:

• “This is one of the most professional and impressive components of what we have to offer.”

• “Your main role as a coach is to guide them through the implementation, taking action.”

• “Educated customers buy more.”

Action Steps from the Call:

1. Onboard a new client using the upgraded portal and send credentials (05:17)
2. Assign implementation steps and track completion in the portal (23:06)
3. Use session notes and internal notes to document meetings and action items (14:37)
4. Set up a group coaching cohort and automate lesson drip for scalability (49:25)
5. Assign Business Academy lessons to clients based on their needs and track progress (41:32)

Resources & Tools Mentioned:

• Focused.com Coaching Portal: Central hub for client management, notes, and appointments

• Client Portal: Client-facing dashboard for meetings, resources, and action steps

• PAS (Profit Acceleration Software): Generates assessments and implementation plans

• Business Academy: Video lessons and resources for client education

• Group Coaching/Cohorts: Tools for automating lesson drip and managing large groups