Client Services Salesforce

Tracking Outcomes as a Retention Coach

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When a client enters Next Steps, Retention Coaches track their progress in two outcome areas: Spiritual in Make Progress and Retain Employment in Sustain and Grow. Actions taken by Next Steps staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes.

This article describes how to track outcomes as a Retention Coach.

Spiritual Outcome Area

1. Offered Prayer: When a Retention Coach offers prayer during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

2. Offered Salvation: When a Retention Coach offers salvation during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

3. Offered Baptism: When a Retention Coach offers baptism during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

Retain Employment Outcome Area

1. Continued Employment for 3+ Months: Retention Coaches ensure that when a client comes onto their caseload, they already have an active Staff-Approved job and if the client loses the job while on their caseload, they make sure to end the job. To learn how to create a Staff-Approved job, click here. To learn how to end a job, click here.

When the Retention Coach performs one of these Outcome Activities, both the individual Outcome area donut chart and the Outcome listview with Points will update automatically.

Way to track that Outcome!

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