Make the list easier to consider
Bring a useful structure to your clients instead of approaching the whole list as one undifferentiated group.
Automations & organisation Client segments
Organise clients around the work you do.
Use client segments to give your client list a structure that supports your coaching practice.
Every coaching feature is included in every plan. Choose the client and team capacity you need.
Client segments
A useful group still contains individuals.
A growing client list can make it harder to hold every coaching context in mind. Segments help you organise that list around the way you work.
What this makes easier.
Keep context close
Use grouping as a starting point, then review the individual client’s situation before deciding what support they need.
Grow with the same tools
Client segments are included in all plans, alongside messaging, check-ins and the attention dashboard.
Client segments
How it fits your coaching day.
A practical way to use this capability in your coaching.
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Choose a useful distinction
Decide which differences in coaching context make your client list easier to work with.
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Organise the clients
Use segments to reflect that practical structure.
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Review the individual
Return to the client view and their shared information when planning personal support.
Automations & organisation
Grouping supports your judgement.
A segment can help you think about your coaching work. It does not replace a conversation about the person’s goals, circumstances or current needs.
Each client continues to choose what they share. A useful way of organising the list should work alongside those choices and the freshness of the available information.
An example in practice
A possible grouping approach
- Context
- Different coaching needs
- Structure
- A relevant client segment
- Decision
- Personal follow-up with the client
A useful group gives the coach a starting point for individual follow-up.
A little more detail.
Do segments require a higher plan?
No. Client segments are included in every Mentorper plan.
Does belonging to a segment change sharing permissions?
Clients choose what information they share, area by area. Consider that choice when working with any group.
Mentorper
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