Your members’ ongoing participation with your coaching programs is essential for driving lasting change in your organization. This article will show you how to nudge members throughout the coaching journey for maximum engagement.
When to do this:
When too much time goes by without taking the next step in a coaching journey, we recommend reaching out to stalled members with a personalized reminder email.
Steps to complete:
- View your list of members by clicking Admin > Members
- Click the Stalled members filter at the top of the list
- Select All to see all stalled members, or choose to filter by a particular status
- Select Nudge to send a customizable reminder email to these members from PAD
- Alternatively, you can Copy emails and compose a reminder in your email client
How long is a member inactive before they’re considered stalled?
Our goal is to help you maintain a healthy activation funnel. Any member who remains in a status longer than the typical standard across our customers is considered stalled. The specific number of days depends on the stage a member is at in their program. Here’s how we’ve defined stalled members for each stage of a coaching journey:
Stalled members with Lead
- Invited - the invited member has not activated their account within 5 days
- Activated - an activated member has not completed their onboarding assessment within 2 days
- Completed onboarding - a member completed onboarding more than 2 days ago, and does not have an upcoming coaching session scheduled
- Started coaching - a member completed their first session, has not had a coaching session in the past 14 days, and does not have an upcoming coaching session scheduled
- Reflection Point assigned - a member has not completed their Reflection Point assessment within 10 days of assignment
- Reflection Point completed - a member has completed their Reflection Point assessment, has not had a coaching session in the past 14 days, and does not have an upcoming coaching session scheduled
Stalled members with BetterUp Manage™
Filtering for lists of stalled members using BetterUp Manage™ is coming soon.