For Clayton and Olivia from The Congruent Mystic, life is simpler with AccessAlly.
Their membership site is a personal space for their clients. Their members can chat with Clayton and access their content at any point of time. They use their main website to redirect members to their AccessAlly membership portal, and love that it has the same energy, look, and feel as their main site.
Clayton is a one-on-one coach who has readings, meditation guides, workbooks, and videos to help people with their mental health and minimize their personal incongruencies.
Saving Time and Money by Streamlining Coaching Client Communication
Before AccessAlly, Clayton and his team would use emails to communicate with his coaching clients – which was a long and drawn-out process.
However, once introduced to AccessAlly, now everything is all in one place. The amount of work Clayton’s VA has had to do dropped by 50%, and in return that’s been a 50% drop in fees they get charged monthly. It’s been a big cost and time saving for him.
That’s because AccessAlly is feature-rich. With AccessAlly, Clayton had the features and functionality to give his members a user experience, exactly how he visioned.
Designing the Client User Experience They’d Always Dreamed Of
It was important to give individuals free access to certain Offerings within the membership site (which can easily be done using AccessAlly’s free or paid Offering templates).
With the use of Dynamic Offering Icons, they can make Offerings Icons gray when a member does not have access. This has been a really important marketing strategy to lead people to other programs.
The Congruent Mystic membership site is not only used to host audio guides, workbooks, and videos, but it is also a portal for private coaching sessions.
Clayton uses Accessally’s Private Notes feature to communicate with each individual client. He uploads their coaching sessions and audio files to the Private Notes.
Clients can pop a question in a Private Note and Clayton will get notified. He can communicate back and forth with his clients easily on his phone or his laptop.
Olivia, who is the tech wizard behind The Congruent Mystic’s website, loves the fact that she can tell where each user is in their journey.
She’s been loving the tagging and automation features of AccessAlly. She knows exactly where a user is on their journey depending on what tags they have.
Tags can also give (or remove) access to Offerings instantly. Sometimes, Clayton and Olivia want to give people free access to a course. Normally, they would’ve given a coupon, which would require the members to input this in themselves.
But with AccessAlly’s tagging feature, no additional work needs to be done by your members. Olivia can give an access tag to whichever member she chooses.
This is important for her because it’s no extra work for her members – she wants the user experience for members to be as seamless and easy as possible.
“You make my life easy.”
It’s not just the software that has made things easier though. It’s also AccessAlly’s wonderful client support team.
“Customer Service was absolutely amazing, really supportive, with going the extra mile which was very important to me, and giving us recommendations if it was outside of AccessAlly where to find things.”
Clayton and Olivia knew nothing about AccessAlly and were new to this world. They knew that learning new software can be disruptive and daunting. But they were impressed with the “interactions, with response times, level of attention, and level of presence.”
“Now we have a website that is all singing and all dancing, and as we grow, we have a partner that we can also grow with.”
Taking Congruent Mystic To Larger Organizations
The Congruent Mystic’s next step for growth is to use AccessAlly’s bulk enrolment course feature. Clayton knows that there are many large organizations out there that can benefit from his work.
He also runs a corporate business with training videos and wants to integrate that with AccessAlly. With a corporate online platform, Clayton can use AccessAlly to sell his programs to multiple different companies with a set amount of licenses.
That means a company provides Clayton’s programs to as many employees they bought licenses for and gets access to The Congruent Mystic’s corporate online platform.
Clayton is excited to “match the same seamless experience” he’s had with his current coaching portal with his corporate online platform because it’s working so well.
“As soon as we started to immerse ourselves into AccessAlly, and also looked into the organization itself, and what the organization stood for, we knew we were with a good partner.”
Cheers to Clayton and Olivia, for growing their ‘positive, magical, space.’
