Internal Engagement Dashboard

Clients -

Active -

P1 -

P2 -

P3 -

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Create New Cohort

Season

Year

Status

This will automatically roll over all waitlisted clients and coaches from the previous cohort.

Send Notification

Subject

Message

Client Presentations

August 24 to September 4, 2026 · 5:30, 6:30, 7:30 & 8:30 PM · two concurrent Zoom sessions per slot

Open booking to clients

Booking links

Zoom link entry tool

Automated email sender

Receipt sent, no confirmation Paired with client

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Certificates

Coaches get a Certificate of Appreciation, clients get a Certificate of Completion.

Certificate date

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FAQ

Common questions about Internal Engagement

Re-match Client

is currently matched with . The match will be re-assigned to and you'll need to send new intro emails from the Matches tab.

Select the new status for the previous coach:

Escalate to VEcosystem

What kind of help do they need?

Report Assistant

Ask for data in plain English

Ask me things like “coaches with social work degrees”, “clients in Texas who dropped this year”, or “coaches never matched to anyone”. I pull the data and you can download it as CSV. I only ever read, I can’t change anything.

I show you the exact query I ran, so you can double-check before trusting the result.

Select a Client

Click a client to see full details and coach recommendations

Internal Engagement Dashboard

Create New Cohort

Send Notification

Client Presentations

Certificates

FAQ

Your Mentions

Activity Log

Open Escalations

Phone Numbers

Select a Client