At CReW, we are excited to launch CReW Connect, a new initiative designed to connect our talented coaches with clients seeking support through our programs. Whether you're a seasoned coach or newly certified, joining the registry ensures that we can match you with clients based on your availability, skills, and areas of expertise.

Filling Out CReW Connect Form

To join CReW Connect, you’ll first need to complete the CReW Coaches Connect Form. This form collects important details that CR&W will use to match you with potential clients.

Here’s what to expect when filling out the form:

• Provide Your Availability and Areas of Expertise: Let us know when you’re available to take on clients and your areas of specialization.

• Upload Your Coaching Credentials: You’ll need to upload copies of your certification documents to complete the form. Make sure you have these ready before you begin.

• Where Your Information Goes: Once you submit the form, your responses will be securely stored in a CR&W database. Key information will be used to populate our client matching system, ensuring we can efficiently connect you with clients who are a good fit for your skills.

After submitting the form, you will receive a confirmation email within 48 hours, along with instructions for the next steps in the onboarding process.

The Onboarding Process

The onboarding process ensures that all CR&W coaches are fully prepared to work with clients in a compliant and secure manner. It’s a two-phase process that must be completed before you are eligible for client matching.

Phase 1: Online Setup

Within 48 hours of submitting your form, you will receive an email containing instructions and links for setting up your accounts and completing the necessary training. Here’s what Phase 1 includes:

• Google Workspace Account Setup: You will receive a CReW email address and login details for Google Drive, Meet, Calendar, and other Workspace tools.

• QuickBooks Account Setup: Instructions for setting up your QuickBooks account, where you’ll log coaching hours and manage client projects.

• Unified Endpoint Management (UEM) Download: Download and install the required security software to ensure secure access to client data.

• HIPAA Training with Guard: Complete the online HIPAA training module and save your certificate of completion. You’ll need to upload this certificate in the final form of Phase 1.

At the end of Phase 1, you’ll complete a form to confirm that you’ve finished all setup steps. This form also allows you to select your preferred time for the live training session.

Phase 2: Live Training Session

The live training session is an interactive orientation that covers everything you need to know to start coaching with CR&W. Here’s what’s included:

• Google Workspace Overview: Learn how to use Drive, Meet, Calendar, and email effectively to manage your coaching activities.

• Unified Endpoint Management (UEM): Get instructions on how to log in and install the required security systems on your devices.

• QuickBooks Training: Learn how to use QuickBooks for tracking projects, scheduling coaching hours, and logging time.

• Compliance and Procedures: An overview of HIPAA protocols, client intake processes, ongoing engagement, and termination procedures.

• Q&A Session: A chance to ask questions and address any concerns you may have about the process.

Both phases of the onboarding process must be completed before you are eligible to be matched with clients through CReW Connect.

The Client Matching Process: How It Works

Once you're in CReW Connect, here’s how we’ll match you with clients:

1. Receive a Client Profile

When a client is identified as a good match for you, CR&W will send you a PDF of the client’s profile. The profile will include information from the client’s intake form, such as their goals, challenges, and support needs.

2. Review the Profile and Confirm Your Interest

Take time to review the client’s profile to ensure you feel comfortable working with them. If you decide that the client is a good fit, proceed to schedule a consultation. If not, promptly notify the manager and return the client’s profile.

3. Schedule a Consultation

You’ll have five days to schedule a consultation with the client unless they are unavailable during that timeframe. Here’s how to set up the consultation:

• Contact the client directly to find a mutually convenient time.

• Log the consultation in QuickBooks by adding a shift and tagging the client appropriately.

• Make a post in the client’s project in QuickBooks, tagging the manager with the consultation details.

If the consultation isn’t scheduled within a week and you don’t report any issues, the client will be reassigned.

4. Track Client Progress

After the consultation, you’ll log all future coaching sessions in the client’s QuickBooks project. Here’s what you need to do:

• Log each session in QuickBooks using the Manual Time Card feature.

• Update the client’s project with session notes, tagging the manager with any key updates or changes.

• Submit timesheets every two weeks for review and approval.

Together, we’re making a difference in the neurodivergent community by providing accessible, high-quality coaching services. We’re thrilled to have you on this journey with us!