JigsawBox Tip: Testing Testing 1..2…3….

Posted on by

So the day has finally come when you are just about ready to launch your package,  however you are a teeny weeny bit nervous about it all.

At JigsawBox we totally understand your apprehension, so to help you feel a lot more confident in what you have produced we’ve come up with a few tips on how to test your work and know 110% that it’s as brilliant as you really think it is!

What does my package look like to my client?

This is going to be really important to you because you want it too look great and represent you and your company well.  The best way to do this is to set up a test client and log in.  So how do you do this?

Step 1:  Go to your “My Packages” , find the Client link (the green arrows just underneath the heading ‘Actions’) next to the package that you wish to test. Once you do that, copy that link.

Step 2: Log out of JigsawBox and paste that copied link into your browser window (usually Google Chrome, FireFox or Internet Explorer).

Step 3: On your browser window you will see that you have been taken to the registration page for that package. Enter your details (pretending you are a new client) such as e-mail address, name, etc..  so that you will then get a new JigsawBox username and password. You are now officially a client of yourself!

But REMEMBER!

Make sure that your package price is first set to $0.00. (This prevents you from paying yourself. However, if you want to test out the purchase process, then set the price to whatever you wish.) An advantage of going through the purchase process is that you get the full experience.  You get the welcome e-mail (which is important if you are customizing your e-mail), you are able to double check that your modules are all available or that the dates on them are correct if set to release at a later date, and you can test all the features such as reply.

This is exactly what your potential new client will experience in full, so if any of them get stuck you will know what they need to do! Brilliant eh?!!

Also, if you have selected the “Alert When Response Submitted” check box for that particular package (which is done via the edit screen) then you are free to test this as well. Make sure that you have some test questions in your module, log in as the test client, enter some replies, and click on the “Submit to Coach” button. You, as the coach, will then get an e-mail stating you have a new reply.

All you need to do now is reply back to yourself, click on the “Submit to Client” button, and bingo! You see the exact e-mail your client gets!

Something to remember…

If you need to edit or delete the questions in the modules of this package, you need to completely delete your test client. You aren’t able to edit or delete questions in a module once a client has been assigned to it – this includes a test client (they are no different than an actual client).

So remember that if go into a module and cannot edit or delete your questions – make sure you don’t have any clients (test or otherwise) assigned to it.

So we’d really recommend setting up and using a test client, this will enhance your service and knowledge so that you will understand how your client uses JigsawBox and your packages.   If you test it all first you can ask questions, allay any concerns you may have and really make yourself so confident in your product you will be singing and dancing about it which will in turn attract more paying clients your way!

You really can’t get any better than that!  So what are you waiting for? Do it today and start your journey to creating your dreams.

JigsawBox Tip: *Refresher* Give Your Clients A Test Drive

Posted on by

Before you commit to paying for a JigsawBox account, you have a 14-day free trial to determine whether it’s the right solution for you. Your clients can have the same opportunity if you give them a free trial. When you give your clients a test drive, they can have a closer look at what working with you would be like and it may lead to more sales. Here’s how it works:

When you edit or create a new package, you have the option of including a number of days of free trial for your clients to take a look at what you’re offering. The number of days you choose will be reflected in the client’s PayPal payment. For example, if you set the trial for 7 days, the client’s PayPal page will show a 7-day free trial when they register. It will also show a payment of whatever price you have set up for the client to pay. This is the amount the client will be charged automatically unless they choose to cancel.

Once you set this up in PayPal, you’ll go to the Package Modules at the bottom right of your create/edit package page and click on each one in turn. Select how many days you would like your modules to be available. For example, if you want three of your modules to be available during the trial period and the rest to be available immediately after the trial finishes, you would set the first three modules to be available on day 0, and the rest on day 7.

It is important to note that if a client cancels their payment and decides not to continue after their trial, that you deactivate the client from the package on the My Clients page. Even when a client is deactivated, they will still be able to access everything that was available to them during the free trial, so you have to be selective about what you make available during this free trial period. For example, don’t give your clients a free trial of ALL of your modules, especially if they are content-packed. Those who plan to just take a test drive will still be able to access all this information for free even if you deactivate them.

The alternative is to delete a client entirely, which means they will no longer be able to access your package. You can do this on the My Clients page.

We’d love to hear any success stories or challenges with offering free trials to clients. Please leave your comments below.

JigsawBox Tip: *Refresher* Using Your JigsawBox – Journal

Posted on by

Following the hive of activity in the new JigsawBox Community for our members, we’ve seen a lot of you talking about 1:1 coaching and journals.

For more on how to use your JigsawBox for your 1:1 Coaching, click here to read more.

Today we are sharing some tips on how you can give your clients a place to store their thoughts, notes and learning all in one place. This will allow your clients to ditch the notepad and post-it notes and type in their responses on a secure site, where they can find their notes quickly and easily.

A learning log, journal, or notes – whatever you you would like to call it can all be done in your JigsawBox. Here’s how:

1.) Create one module called Journal or Learning Log – or whatever you would like :)

2.) In the content box, explain how your clients should us the module, try something like:

“Welcome to the Journal. This module is all about YOU! Come back here (you list how often you want people to return) and answer the question(s) below. Each time you come back you will see your previous responses and a new box to enter new responses. This module is designed to be a running list of all of your insights and notes so you can see how well you are progressing through this coaching process.”

3.) In the Questions Area of your module, type in one or two questions. It can be as simple as:

“Type in your insights or aha moments after reviewing the content this week.” Or…

“Share you thoughts and feelings today about (topic).”

Once you’ve done this, you can make this module live and drag it into any JigsawBox package that you would like.

When your clients log in they will see your explanation and be able to type in new responses as often as they want.

As the Coach you will be able to see their responses in two ways:

1.) My Clients: go to the My Clients page, click the arrow to the left of the package name you wish to review client data for. This drops down a list of all of your clients in that package. Once you find the client, click the arrow to the left of their name and this will drop down a list of all the modules this client is in. On the right you can click the green arrow next to Learning Log/Journal module and you will be able to see all of their responses.

2.) Run a Report: go to My Reports, click the check-box next to the Package you want to run a report for, then check the client(s) you want to include in the report, click to run your report and you will have all the responses in one document for you to review

Creating a Journal/Learning Log is just one way you can use your JigsawBox and we’ll be sharing more ideas for you over the coming weeks in our Using Your JigsawBox blog series. Do you have some creative ideas for using your JigsawBox? Or…do you have a question or new ways to use your JigsawBox? Share your ideas and questions below and we may just use your ideas or questions for a future blog post!

Monday Mindset: Are You Stealing From Your Clients?

Posted on by

I read a quote by Neil Young the other day ‘Holding back is so close to stealing’.

That really thumped into me with an almighty whack an understanding I’ve had for years – I know all about ‘not playing small’ and ‘going after the big vision’.

But this quote really reminded me that when you’re not playing full out, you’re cheating your potential clients out of the help you could provide them with.

I know it can be frustrating when you’re not serving as many clients as you’d like to.

I also know it can be tempting to give up.

But I see it like this. There are hundreds, if not thousands of people out there who are waiting for you. If they never find you, their lives will be crap. And that will impact on their kids, their husbands and wives, their friends and colleagues at work. And that will impact on their kids, friends and so on and so on. There’s a huge ripple effect of you NOT reaching out to that client.

When I think of them, I have this image I’d like to share. It’s like they’re ‘tagged’ with your name. The person who has the perfect solution to help them overcome this specific problem they have.

But the tag is invisible and no one can see it. And when they do find you, that tag next to their name lights up when they connect and work with you and they’re so glad they found you, and you rock their world.

But if they never find you, that tag remains invisible – it might flicker every now and again as they come into contact with someone else that can help, but that tag won’t shine until they find the person that can help them change everything.

And if your name is the one on their tag, not doing what it takes for them to find you is pretty damned close to stealing, wouldn’t you say?

So even when it’s hard, even when you’re wondering why you set out on this path at all, even when you’re tempted to give up – know that those clients are all sitting out there with your tag – you’ve just got to get in front of them and show them you’re the one.

JigsawBox
By continuing to use the site, you agree to the use of cookies. You can find out more by reading the Privacy policy by clicking this link.
Accept Cookies