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Coach Program FAQs

1. My new client is transferring from another platform or has data in spreadsheets or other tracking systems—how do I send you their data to upload to their trial account?

You can email your client’s data to help@bloomgrowth.com and reference the company name.  Our data team will upload the data to your client’s account.

2. How do I refer a client?

For a seamless onboarding experience, the best practice is to submit your clients information using this form for a 60-day trial.  This will link your coach account to your client account and provide a world-class onboarding experience for your client. You can also follow the steps below to access the form from within your coach account: 

  • Log in to Your Coach Account:
    Open your web browser and go to the Bloom Growth platform.
    Enter your login credentials to access your account.
  • Navigate to Your Profile Menu:
    Locate your name in the upper-right corner of the screen.
    Click on your name to open the drop-down menu.
  • Select "Refer A Client":
    From the menu options, click on Refer A Client.
  • Access the Form:
    Clicking this option will take you directly to the referral form.
  • Complete the Referral Process:
    Fill out the required details in the form to successfully refer a client to Bloom Growth.

Important Note:

If you are a member of the Bloom Growth coach referral program, be sure to follow one of the referral methods noted in the program to ensure you earn recurring revenue rewards for your client referrals.

3. How do I learn more about the Bloom Growth coach referral program?

We want to celebrate your successes and help your clients thrive! Schedule a session with a Strategic Growth Manager today to explore how we can support your goals even further to learn more.

4. Where do I go to learn about what’s new at Bloom Growth?

We’re excited to share what’s new with you! Schedule an optimizer session  to stay updated on the latest features and improvements in Bloom Growth.

5. Can I customize Bloom Growth to reflect my operating system or coaching methodologies?

Yes!  That’s what makes us unique from other platforms. We can customize the platform and client onboarding processes to reflect your operating system and support your coaching practice.