Core Features of Audere
Learn how to use Audere's essential tools for managing goals, commitments, and performance tracking effectively.
Overview
Audere provides essential tools to streamline coaching, performance management, and accountability. You set goals, capture commitments, track progress, and get automated nudges—all in one system. Focus on these core features to maximize execution: Commitments Engine, Client Dashboard, CoachAI Chat, Automated Email Check-ins, and Coach/Admin Console.
Commitments Engine
Turn promises into trackable action items with due dates and reminders.
Client Dashboard
Gain oversight into goals, KPIs, and progress at a glance.
CoachAI Chat
Get AI-powered guidance to unstick clients between sessions.
Automated Check-ins
Replace manual follow-ups with scheduled email prompts.
Coach/Admin Console
Monitor team-wide progress and intervene where needed.
Start with the Commitments Engine to build momentum, then layer on dashboards and automations.
Commitments Engine
Use the Commitments Engine to transform vague action items into concrete, trackable tasks. Every commitment includes a description, due date, owner, and status.
Create a Commitment
Navigate to the Commitments tab. Click New Commitment. Enter details like Task: Complete Q3 report, Due: 2024-10-15, and assign owner.
Set Reminders
Toggle automated nudges. Select frequency: daily or weekly.
Track Completion
Owners mark as Done or Blocked. View progress in real-time.
Client Dashboard
The Client Dashboard offers a unified view of goals, KPIs, commitments, and mindset metrics. Switch between views for quick oversight.
See weekly priorities and completion rates.
| Metric | Status | Target |
|---|---|---|
| Revenue Goal | 85% | $50K |
| Client Calls | 120% | 20 |
| Commitments | 7/10 Done | - |
Monitor key performance indicators with charts.
List overdue and upcoming items.
CoachAI Chat
Engage CoachAI Chat for instant guidance. Ask questions to refocus clients or prepare sessions.
- You: "Client missed deadline on report."
- CoachAI: "Suggest rescheduling and breaking into subtasks: 1. Outline, 2. Draft, 3. Review."
Use prompts like Help unstick sales pipeline for tailored advice.
CoachAI scans commitments and suggests actions based on patterns.
Automated Email Check-ins
Set up Automated Email Check-ins to maintain cadence without manual effort. Clients receive prompts weekly.
Configure Check-ins
Go to Settings > Check-ins. Set schedule: Every Monday at 9 AM.
Customize Template
Subject: Weekly Check-in: Goals & Commitments
Hi {client_name},
1. Progress on {top_goal}?
2. Commitments due this week?
3. Blockers?
Reply to update.
Activate
Toggle Enabled. Test with a sample send.
Coach/Admin Console
Access the Coach/Admin Console for team-wide visibility. Scan for stuck clients and overdue items.
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