Refer a Client User Guide
This User Guide is intended for Coaches who have clients who will benefit from taking a diagnostic assessment (aka quizzes) provided by the Foundation for Talent Transformation.
As a coach, using this feature, you can generate a personalized and unique link for each Client to access the assessment. To maintain privacy, create a separate link for each Client. Once your Client uses the link and completes the questionnaire, both of you will have access to their guidance report.
How It works
1
Coach
Sends Invitation
1
Coach
Sends Invitation
2
Client
Answers Questionnaire
2
Client
Answers Questionnaire
3
Client and Coach
Reads Report
3
Client and Coach
Reads Report
4
Coach and Client
Discuss Report
4
Coach and Client
Discuss Report
Coach Sends Invitation
When you have a paid membership plan, you can use this page to create and send the invitation Refer a Client
NOTE: Each invitation uses a UNIQUE INVITATION LINK to connect the specific Coach with the specific Client and the Client with the specific quiz. DO NOT USE THE SAME INVITATION FOR MULTIPLE CLIENTS.
Client Answers Questionnaire
Your Client uses the UNIQUE INVITATION LINK and will be required to log in. If the Client does not use the UNIQUE INVITATION LINK, you cannot view their personalized guidance report.
Client and Coach View Report
Your Client can log in and view their Reports from the My Journey menu option. You can visit the Refer a Client page at Refer A Client to see your Client’s reports.
Client and Coach Discuss Report
You can use the report to offer tailored insights to help your Client understand themselves and others for personal and professional development.
Please contact our support team (support@talenttransformation.com) if you have any questions or concerns. Thank you.
1
Coach
Sends Invitation
2
Client
Answers Questionnaire
3
Client and Coach
Reads Report
4
Coach and Client
Discuss Report
Client Answers Questionnaire
Your Client uses the UNIQUE INVITATION LINK and will be required to log in. If the Client does not use the UNIQUE INVITATION LINK, you cannot view their personalized guidance report.
2
Client
Answers Questionnaire
2
Client
Answers Questionnaire
1
Coach
Sends Invitation
3
Client and Coach
Reads Report
4
Coach and Client
Discuss Report
Coach Sends Invitation
When you have a paid membership plan, you can use this page to create and send the invitation Refer a Client
NOTE: Each invitation uses a UNIQUE INVITATION LINK to connect the specific Coach with the specific Client and the Client with the specific quiz. DO NOT USE THE SAME INVITATION FOR MULTIPLE CLIENTS.
1
Coach
Sends Invitation
1
Coach
Sends Invitation
3
Client and Coach
Reads Report
2
Client
Answers Questionnaire
4
Coach and Client
Discuss Report
Client and Coach View Report
Your Client can log in and view their Reports from the My Journey menu option. You can visit the Refer a Client page at Refer A Client to see your Client’s reports.
3
Client and Coach
Reads Report
1
Coach
Sends Invitation
4
Coach and Client
Discuss Report
2
Client
Answers Questionnaire
3
Client and Coach
Reads Report
Client and Coach Discuss Report
You can use the report to offer tailored insights to help your Client understand themselves and others for personal and professional development.
4
Coach and Client
Discuss Report
Please contact our support team (support@talenttransformation.com) if you have any questions or concerns. Thank you,
Hey, I’m Erica 👋 I’m ready for you to ask me anything!
