Reporting to a client organisation without privacy risk
A client organisation wants to know how things are going. Your client wants their conversations to stay private. This is how you combine the two.
Four rules
- Share numbers and progress, not the content of conversations.
- Mention names only with consent of the client.
- Agree beforehand what you report and how often.
- Use a fixed overview, so every client organisation gets the same.
How it works in Coachdeck
You create an overview with numbers, progress and hours, as a PDF or through a viewing link. Names are only included with the client's consent, and never the content of conversations.
Re-integration firms can also generate plans of approach and periodic reports directly as a Word document. More on the page for re-integration.
Frequently asked questions
Does a client organisation see the content of my conversations?
No. A report contains numbers, progress and hours, and never the content of conversations.
How do I share the report?
As a PDF or through a viewing link.
Try it yourself?
Try Coachdeck free for 14 days, without obligation. Or look at the prices first: Workspace €39 per month, Management environment €99 per month, excluding VAT.
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