WILEY

KNOWLEDGE FOR GENERATIONS

WILEY - KNOWLEDGE FOR GENERATIONS

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Client Compass Version 4.0, Download 
ISBN: 978-0-471-79130-0
Downloadable content
May 2006
US $349.00 Add to Cart

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  • Description
Developed by coaches for coaches, Client Compass?TM will help you save time-and earn more money. Client Compass?TM is like having a virtual assistant-automating invoicing, managing your prospect list, and keeping track of client contact hours for billing and certification.

Client Compass?TM features a built-in, approved ICF form for tracking certification hours. Easy-to-use, and flexible enough to customize to fit your practice needs, Client Compass?TM software helps you guide your clients and your practice toward success!

With Client Compass?TM Software you can:
* Utilize our unique call timer which automatically tracks and records client sessions-useful for billing and for recording contact hours for certification
* Perform client intake and manage client sessions-import client-prepared forms, utilize our unique client checklist
* Carry out assessments-a built in assessment tool helps you to set goals with your clients-you can also create or import custom assessments
* Manage client records-record contact information, session documentation, and billing-all in one place
* Keep track of client appointments-the built in scheduler helps you manage your calendar-and it syncs easily and accurately with Outlook
* Grow your coaching practice-our unique Practice Building section includes proven business and marketing strategy planning tools that have helped thousands of coaches build their businesses