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

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

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