Q: Coaching
Hi can I use this for personal development and coaching? Is there a template for that? Any samples?
Alper_Xtensio
Nov 13, 2024A: Absolutely, Xtensio is a versatile tool that works wonderfully for personal development and coaching! We offer a variety of templates that you can easily adapt for coaching sessions, goal-setting, and client management. Here are a few templates from our library that might be especially useful:
• Project Brief: Perfect for outlining coaching programs, session plans, or personal development projects with clients.
• One-Pager: Great for summarizing your services or presenting session agendas and coaching program highlights in a concise, engaging format.
• Persona: Useful for understanding and defining client needs, goals, and backgrounds, which can help personalize your coaching approach.
• Agenda: Ideal for structuring your coaching sessions or tracking progress across sessions.
• SMART Goals Template: A great tool to collaboratively set and track specific, measurable, achievable, relevant, and time-bound goals with clients.
You can explore these and more in our template library, and each one is fully customizable, so you can adapt it to your unique coaching style.
Xtensio is a great choice for coaches because it provides:
• Branded Client Portal: You can create a personalized, professional experience for clients with a fully branded portal where they can easily access their documents, exercises, and resources.
• Living Documents: Unlike static PDFs, Xtensio’s documents are “living,” meaning you can update them anytime, and your clients will see the latest version instantly via the same link.
• Collaboration Features: Collaborate with clients in real-time, whether they’re filling out templates, adding notes, or giving feedback.
• Engagement Analytics: Track how clients interact with your documents, so you can see which sections they engage with the most, allowing you to fine-tune your approach based on their interests.
Let me know if you’d like more guidance on a particular template or if you have any questions! Thanks for considering Xtensio for your coaching needs.
Any example template to look into it?
Many coaches customize our existing templates to fit their needs. Here are some good starting points:
https://library.xtensio.com/project-brief-template-and-examples
https://library.xtensio.com/startup-one-pager-template
https://library.xtensio.com/user-persona-template-and-examples
https://library.xtensio.com/meeting-agenda-template-and-examples
https://library.xtensio.com/smart-goals
Thank you for sharing, Can we lock those to individual clients with passwords as a client portal and can we add tasks....and recurring tasks ?
You can create individual workspaces for each client, add the folios you would like to work on together, and invite them as guests.
You can use the task list modules to add tasks and mark them as next, in progress and done as you progress.
Once you are in the app, I am happy to setup a zoom call to help you setup. Just reach out.
Thank you for quick reply, final question before purchase ...can i set tasks or recurring tasks to my clients to change the status ? Tasks for clients not for me...
When you add your clients as guest, they have edit access. Which means they can complete and check off tasks, too.
Got tier 4 thank you
Glad to hear that, welcome! Please reach out in the app if you need help with anything.