Client Engagement Guide: Frequently Asked Questions

This article will answer some frequently asked questions about the client engagement process.

How do companies select coaches for their programs?

When designing a new coaching program for a company we typically work with the project sponsor to assemble a bench of coaches that match their preferences around:

• Budget

• Credentials & Experience

• Industry and Function Alignment

• Other specialties

Based on the client’s answers we will search our database of coach profiles and build a list of coaches that match their preferences. 

The company reviews and provides feedback on our list which allows us to configure a finalized bench of coaches.

How do employees select coaches to work with?

When a coaching program is launched, participating employees will get invited to their company’s workspace and answer a series questions of that us help rank the coaches that have been curated by the company in order of:

• Specialty alignment with the client’s needs

• Function & Industry Overlap

• Availability

• Previous ratings & client retention

Employees can scroll through coach profiles until they find a coach they’d like to book an intro session with. Our platform allows employees to book intro sessions with multiple coaches. We’ve found those who try out multiple coaches are more likely to stick with their chosen coach for the long term.

How soon should I expect to start getting new coaching business?

This can vary. Sometimes coaches receive bookings as soon as they join, other times we see that getting work may take a while for the coach. We do what we can to position you for coaching, but there are several elements that are not in Exec's direct control:

1. A prospective client must agree to purchase credits from Exec (our sales cycle typically takes 3-6 months on average)

2. The client must select you as a coach for their program

3. An employee needs to book an intro session with you

4. That employee needs to resonate enough with the intro session in order to book follow-up sessions

All that is to say, that building a book of business through Exec is not always a quick process and is dependent on forces that we do not completely control.

While you wait for bookings, we will also circulate your profile for one-off coaching requests or training requests if you have an offering that matches a client’s needs.

What happens if I introduce a client to Exec?

If a client you've introduced decides to buy credits, we will promptly inform you. For a period of one year following the initial purchase, you're eligible to receive 10% of any credits that the client purchases.

We also aim to maximize the benefits of your introductions. If the client wishes to utilize services that align with your skills, we will strongly advocate for you to be their service provider. Regardless of the client's choice of service provider, your earnings from the credit purchases remain unchanged - you will receive 10% of the credits that the company purchases.