User onboarding message and objectives
Log In
Ernst Jansen
Thanks for this suggestion, Almog. I'd love to understand a bit more about how you envision this working.
Are you thinking of automated welcome messages that get sent when a new client joins your workspace? And for objectives, would this be something like goal-setting templates that clients fill out during onboarding, or more like practitioner-defined objectives that guide the coaching process?
The more details you can share about your ideal workflow, the better we can understand what would be most valuable to build!
A
Almog Koren
Ernst Jansen I general one were it uses the clients name, it would be nice to personalize is. That is for onboarding. For objectives it can be simple text like notes for the most part I work with the client on intention behind the coaching and we set objects and goals that are realistic
Ernst Jansen
Almog Koren: Thanks for clarifying that. The personalized onboarding messages and simple text-based objectives for collaborative goal-setting makes a lot of sense. It's also really helpful for us to understand how you work with your clients.