What rules do you use to attribute client job offers to coaches?
For a coach to be attributed an offer, the following two criteria must be met:
- Recency
- The coach needs to have worked with the client at least one time in the 12 months prior to the job offer date.
- Helpfulness
- The client needs to have signaled that they found working with the coach helpful in at least one of the following four ways:
- Client submitted a 5-star review for the coach
- Client completed 2+ sessions with the coach
- Client sent a message to their coach reporting their offer
- Client recommended their coach in an offer report
- The client needs to have signaled that they found working with the coach helpful in at least one of the following four ways:
There is no limit to the number of coaches an offer can be attributed to. For example, if two coaches have worked with a client who got an offer, and both coaches meet the criteria above, then they both credited with the offer.
You can submit a job offer report in your account at any time here: https://igotanoffer.com/en/coach-account/report-offer