Just open your mouth and see what comes out. OK?
Contacts are people or roles people play. Each person has a unique "Entry ID".
An organization is an entity that consists of one or more people (or roles).
This distinction makes it simple to create org charts, family trees or any other structure which can be defined as:
<person ><is related somehow with> <organization>.
For example:
- Bob Jones is owner of ConneXions Coaching
- Joe Biden is president of The United States.
This can also be structured as:
- ConneXions Coaching engages Bob Jones ( <organization><has relationship with> <person>).
Other relationships can be <person> <relationship> <person> or <organization> <relationship><organization.
This dynamic structure can be creates and maintained easily. For more information see <a href="/topics/?eid=123">HERE</a>
Fixup Steps
-
- PID should be the same as Entry ID.
- Find the User in the WordPress Users list and copy the User ID to the UID field
- If the person is MKP Initiated, then locate this person in MKPCONNECT.ORG. When you locate him, his MKP ID will be at the end of the URL.
- Copy this MKP ID from the URL to the MKP Slot in the Contact form and then copy his initiation year, location and staffings as well as any of the other MKP identifying characteristics to the Contact page. This information will drift over time, but having it going into the coaching relationship may help you as his coach.
Abouy Content Management
The contact form is the single most important form in all of the Dashboards. It is also one of the oldest form. This creates the likelihood that the meaning of some fields has shifted over time. So be it.
In ths form, besides the essential contact information, the Relationship Roles field is the next most important. In an idel word, much of the information I keep would be kept in descent formsl however, Gravity Forms is not an ideal platform for mych of what I needl; BUT it is the 800 pound gorilla I must deal with.
The Help button will contain lots more about contact-related issues.
Help
This dashboard is for coaches, especially Certified Clear Beliefs Coaches. It contains tools that help you conduct processes AND take notes at the same time.
The tabs are constructed in a logical sequence:
- People – everything begins with people you know or get to know.
- Candidates identifies people who might become clients, but are not yet real prospects
- Prospects are the people you want to follow up with to see if the want to become clients.
- Clients are people who have become clients.
- An Intake happens when a person becomes a client.
- Client Sessions track what happened with this client during each coaching session
- During sessions, you may use processes from this list.
- You may also want quick access to references that you want to either review or share.
- And when you get stuck, you come to this page and wish I had taken more time to describe each tool.
People
This tool (also called the Persons tool) tracks bask contact information the people you know, It adds one important piece of information: what role they play in your life. They may be a friend, family member, co-worker, someone you met at the gym or online. They roles they play help determine what additional information you want to keep about them. Here is an example:
I have been a member of The Mankind Project for 20 years. I know lots of men (and some women) through the various experiences I have had with them over the years. These men are ideal potential clients for me, so anybody who is somehow connected with The Mankind Project is a candidate for my services. These people will show up in the Candidates list simply by virtue of the fact that they are connected somehow with The Mankind Project.
The People tool allows you to add, find, update and even delete people very easily.
Candidates
Candidates are simply people who play a role in your life that suggests they may need your services at some time. Each candidate has the word “Prospect” next to their name. Clicking on the word “Prospect” will open the Prospects form and ask you a few questions that will help you follow up with them.
Prospects
The Prospects tool is one of the most important tools in this dashboard. It makes it both possible and EASY to create a list of who you want to contact, how and when you will make that contact.
Clients
This the list that identifies people you consider to be clients.
Intake
At present, there is only one client intake form available. It is easily altered to meet specific needs, and eventually, I may add the ability to have multiple intake forms available.
Once entered, an intake form can be edited and updated as needed.
Session Notes
Taking notes with each client session is very important. This tool makes it easy. There are four sets of information it tracks:
- Session notes that you type in during or shortly after a client session
- Promises you made to send or give something to your client daring this session
- Assignments you gave your client that you want them to accomplish.
- Links to videos of the session you just completed (optional).
Processes
This tool is a simple repository of the coaching processes you use in your practice.
References
This is a wonderful library of research that I have developed over the years. It has been dormant as I searched for a way to bring it out of its coma. I solved that problem recently and am now in the process of adding new material to this library.
This dashboard is for coaches, especially Certified Clear Beliefs Coaches. It contains tools that help you conduct processes AND take notes at the same time.
The tabs are constructed in a logical sequence:
- People – everything begins with people you know or get to know.
- Candidates identifies people who might become clients, but are not yet real prospects
- Prospects are the people you want to follow up with to see if the want to become clients.
- Clients are people who have become clients.
- An Intake happens when a person becomes a client.
- Client Sessions track what happened with this client during each coaching session
- During sessions, you may use processes from this list.
- You may also want quick access to references that you want to either review or share.
- And when you get stuck, you come to this page and wish I had taken more time to describe each tool.
This dashboard is for coaches, especially Certified Clear Beliefs Coaches. It contains tools that help you conduct processes AND take notes at the same time.
The tabs are constructed in a logical sequence:
- People – everything begins with people you know or get to know.
- Candidates identifies people who might become clients, but are not yet real prospects
- Prospects are the people you want to follow up with to see if the want to become clients.
- Clients are people who have become clients.
- An Intake happens when a person becomes a client.
- Client Sessions track what happened with this client during each coaching session
- During sessions, you may use processes from this list.
- You may also want quick access to references that you want to either review or share.
- And when you get stuck, you come to this page and wish I had taken more time to describe each tool.
Contacts
Coaching
This dashboard is for coaches, especially Certified Clear Beliefs Coaches. It contains tools that help you conduct processes AND take notes at the same time.
The tabs are constructed in a logical sequence:
- People – everything begins with people you know or get to know.
- Candidates identifies people who might become clients, but are not yet real prospects
- Prospects are the people you want to follow up with to see if the want to become clients.
- Clients are people who have become clients.
- An Intake happens when a person becomes a client.
- Client Sessions track what happened with this client during each coaching session
- During sessions, you may use processes from this list.
- You may also want quick access to references that you want to either review or share.
- And when you get stuck, you come to this page and wish I had taken more time to describe each tool.
People
This tool (also called the Persons tool) tracks bask contact information the people you know, It adds one important piece of information: what role they play in your life. They may be a friend, family member, co-worker, someone you met at the gym or online. They roles they play help determine what additional information you want to keep about them. Here is an example:
I have been a member of The Mankind Project for 20 years. I know lots of men (and some women) through the various experiences I have had with them over the years. These men are ideal potential clients for me, so anybody who is somehow connected with The Mankind Project is a candidate for my services. These people will show up in the Candidates list simply by virtue of the fact that they are connected somehow with The Mankind Project.
The People tool allows you to add, find, update and even delete people very easily.
Candidates
Candidates are simply people who play a role in your life that suggests they may need your services at some time. Each candidate has the word “Prospect” next to their name. Clicking on the word “Prospect” will open the Prospects form and ask you a few questions that will help you follow up with them.
Prospects
The Prospects tool is one of the most important tools in this dashboard. It makes it both possible and EASY to create a list of who you want to contact, how and when you will make that contact.
Intake
At present, there is only one client intake form available. It is easily altered to meet specific needs, and eventually, I may add the ability to have multiple intake forms available.
Once entered, an intake form can be edited and updated as needed.
Session Notes
Taking notes with each client session is very important. This tool makes it easy. There are four sets of information it tracks:
- Session notes that you type in during or shortly after a client session
- Promises you made to send or give something to your client daring this session
- Assignments you gave your client that you want them to accomplish.
- Links to videos of the session you just completed (optional).
Processes
This tool is a simple repository of the coaching processes you use in your practice.
References
This is a wonderful library of research that I have developed over the years. It has been dormant as I searched for a way to bring it out of its coma. I solved that problem recently and am now in the process of adding new material to this library.
Contacts
Fixup Steps
- PID should be the same as Entry ID.
- Find the User in the WordPress Users list and copy the User ID to the UID field
- If the person is MKP Initiated, then locate this person in MKPCONNECT.ORG. When you locate him, his MKP ID will be at the end of the URL.
- Copy this MKP ID from the URL to the MKP Slot in the Contact form and then copy his initiation year, location and staffings as well as any of the other MKP identifying characteristics to the Contact page. This information will drift over time, but having it going into the coaching relationship may help you as his coach.
Contact
Contact is a Person
Contacts are people or roles people play. Each person has a unique "Entry ID".
An organization is an entity that consists of one or more people (or roles).
This distinction makes it simple to create org charts, family trees or any other structure which can be defined as:
<person ><is related somehow with> <organization>.
For example:
- Bob Jones is owner of ConneXions Coaching
- Joe Biden is president of The United States.
This can also be structured as:
- ConneXions Coaching engages Bob Jones ( <organization><has relationship with> <person>).
Other relationships can be <person> <relationship> <person> or <organization> <relationship><organization.
This dynamic structure can be creates and maintained easily. For more information see <a href="/topics/?eid=123">HERE</a>
Testing
Microphone
Just open your mouth and see what comes out. O