Client Engagement Team
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      📣 How to Report Coaching Services Updates to Clients

      📝 Instructions for CSMs

      • While we typically report full coaching outcomes at the end of the license period, if a client reaches out requesting a mid-program update, please use the messaging provided in the template below. It reflects the appropriate level of detail we aim to share at this stage.

      • 🗂️ Coaching Services Progress Update for Clients - Template

      • Download and attach the 📌 Coaching Admin Report, which provides the client with an overview of the following:

        1. Learners who have engaged in coaching (i.e., completed a First Touchpoint session)

        2. Learners currently on track to reach a milestone (based on current progress and time remaining, these learners are pacing to complete 4 units and 16 hours by license end)

        3. Learners who have already achieved a milestone (16 hours of study or 4 units)

        4. Learners who have improved their English proficiency

      Last Update: May 23rd/2025

      Owner:
      Adriana Wetzel