Thanks for being a coach (aka, Implementer or Guide) of a client organization in Strety. Just as you’re there to help your clients, we’re here to help you.
To that end, we've added a new Coaches Portal in Strety which will be your landing page when you login. There’s a lot packed into these two main pages and we’ll continue to add to it based on your feedback.
Intro to Coaches Portal
Home Page
From the home page, you’re able to:
See Latest Activity from your clients in Strety
Create new Trial accounts or link to existing Clients
Access your client instances and your own internal sandbox.
Insights Page
This is where you’ll see all your clients and a a summary of their activity & info:
Quickly get a pulse on their quarterly company rocks.
View and access summaries of their most recent leadership agendas.
Access Company Vision (V/TO)
Direct access into their Strety instance
Referrals Page
This is the fun part... the Referral page is where to track your referral revenue! In case you didn't know, any referral that begins with you nets you 20% of our revenue monthly
From The Referrals page you can:
Input your Paypal address - This is how we payout monthly commissions. Without a Paypal email, we can't send payment
This is the email address associated with your Paypal account
Referral URL - Sending this link to any referral will add you as the Referring Partner but not added as a coach user
This is meant for friendly referrals & non-clients
Monthly Payouts - This section summarizes your monthly commission & their status
Referrals - This section lists all accounts you're setup to receive referral revenue
If you aren't seeing all of your clients in this list, email our support team at support@strety.com and well be able to assist
Ways to Become a Referral Partner
We've provided a few different ways for you to become the referring partner
Start New Trial - Start a new trial on behalf of a client. This makes you a coach user on their account AND referring partner
Share my Sign Up Link - Share this unique link with your clients and they can signup for a trial directly. When a client uses this link, you will be added as a coach AND referring partner.
Share your Referrer URL - Share this link to any non-clients or friends. You will be added as the Referring Partner but not added as coach user.
Share Your Feedback
This is just the start and we want your feedback! Don't hesitate to let us know how we can improve the Coach Portal for you
Reach out to support@strety.com or via in-app support with your feedback, questions, and ideas.