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Welcome to the Becoming You Enterprise Hub

What the enterprise hub is, a tour of the dashboard and navigation, and how coach access works.

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Written by Aaron Batchelder

The Becoming You Enterprise Hub is your home base for guiding clients through the Becoming You method. From one place you can add and organize clients, assign Becoming You assessments like the Values Bridge, track each client's progress, and keep intake details and session notes alongside everything else.

What you can do

  • Manage your clients — add individual clients, tag and organize them, capture intake information, and keep private session notes.

  • Assign assessments — send clients the Values Bridge (with more assessments coming soon) in a couple of clicks. Your client automatically receives an email with everything they need to get started.

  • Track progress — see at a glance which assessments are assigned, in progress, or completed, and follow your clients' latest activity from the Dashboard.

A quick tour

The coaching dashboard

The left sidebar is your main navigation:

  • Dashboard — your at-a-glance overview: active clients, assessments assigned, average completion rate, and a feed of your clients' latest activity.

  • Clients — your client list. This is where you add new clients and open each client's profile.

  • Assessments — the assessment library, with per-assessment stats and a list of which clients have been assigned each one.

At the bottom of the sidebar you'll find your account menu, where you can reach Settings (your profile and billing) and log out. If you also use Becoming You for yourself, the menu includes a Switch to personal shortcut that takes you straight to the other platform — no extra screens.

The account menu

How access works

Coaching access is set up for you by the Becoming You Labs team — there's nothing to install and no separate signup. Once your coaching workspace has been created, just log in with your usual email address at the Becoming You platform and you'll land in your coaching workspace.

Don't see the coaching platform? If logging in takes you to the personal Values Bridge experience instead and you never see a coach option, your coaching workspace may not be set up yet. Contact the Becoming You team and we'll get you sorted.

Ready to start?

Head to Clients and add your first client — the whole flow takes about a minute. See Add your first client.

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