Cloverleaf has some exciting updates for our Coach Partners!
Introducing: Leads for My Organizations
New and improved Leads functionality is now available with My Organizations! With Leads, you can easily advertise your services using Cloverleaf by creating links to share through networking, conference presentations, or daily communications. Leads will allow both individuals and teams to join Cloverleaf on a free trial tied to your organization.
You can easily manage your leads, active trials, and engagements all within your organization. With the help of webhooks, tracking Cloverleaf leads and connecting them to your CRM becomes even easier.
Not already on our new plans? Discover what you can do with My Organizations:
My Organizations allows you to manage each coaching client individually, while still empowering clients to also maintain control of their own organizations. Every client engagement has unlimited access to all of Cloverleaf's features for their allocated time. Once this period expires, they may continue to access the system either through your organization or by managing their own account directly with Cloverleaf.
Using My Organizations allows for unlimited users and teams for each client engagement. How often do you feel untapped potential when you are working with a client due to not having the scalability to reach them? Now, with Cloverleaf, your growth potential is unlimited, allowing you to elevate your business to new heights.
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Questions? Reach out via in-app chat or email support@cloverleaf.me
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