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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, reference the company name, and include the type of data being transferred (e.g., spreadsheets, exported files). Our data team will review your request and upload the data to your client's account. Please allow 3–5 business days for processing.

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 free 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?

To learn more about the Bloom Growth coach referral program, 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?

To stay updated on the latest features and improvements, schedule an Optimizer Session with our team. These sessions are designed to walk you through what's new and how to apply the latest updates to your coaching practice.

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

Yes! Bloom Growth can be customized to reflect your specific operating system and coaching methodologies. This includes tailoring platform terminology, workflows, and the client onboarding process to align with how you run your practice. To explore customization options, schedule a session with a Strategic Growth Manager.