Challenge Coaching Protocols - Crisis Goals

The Challenge Coaching Protocols (CCPs) are Goals created for financial coaches to help address some of the immediate and/or crisis needs for their financial coaching customers. Similar to adding a Goal with Actions, each of these specific financial security areas will be added to a customers record after taking the short quiz to assess the Actions they can take to address this area. 

Adding a Challenge Coaching Protocol Goal

1. Log into Salesforce and open the COACH app.
2. Open an existing customer record or create a New Contact.
3. In the Goals tab, click the purple plus sign icon and select Add Challenge.
4. In the list of available Challenges, select the one most fitting to your customer's presenting issue and select Take Survey.
5. Answer the survey questions with your customer and click Save & Add Challenge when complete.
6. There will be a new Goal added to the Goals tab with recommended Actions to take based on the survey responses. 
7. Actions can be added or deleted from the new Goal.

Updating a Customer's Progress

After meeting with your customer to update Goal progress, do not forget to update that progress!

1. Click the three horizontal dots at the far right of your Action and select Edit.
2. On the Notes screen, you and edit the following information:
   1. Status Options:
      1. On Deck: This is the default status of every added action. This means an Action has not yet been started.
      2. Doing: This Action is currently in progress.
      3. Next Check-In: This Action will be addressed in the next Meeting with your customer.
      4. Completed: This Action has been completed.
   2. Action Due Date: Add a Due Date for your Action.
   3. Notes: Add any notes to your Action that are relevant to your customer and this Action.
3. You can also change the Goal Status by clicking the Status field on each Action and selecting a different Status. 
4. Some Actions have attached Tools (worksheets) that can be views and/or saved to share with your customers.
5. Click Save to save the changes to an Action.