How to Use Client Access When Moving from PQ Coach to PQ Coach Pro

Quick Definitions

Decision Tree: What Should I Do?

Upgrading a Client from Client Access to PQ for Teams & Organizations

How to Request an Upgrade

Common Questions

Summary

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Quick Definitions

The key distinction: Client Access and PQ for Teams & Organizations are different products. They have different features, benefits, enrollment processes, and price points.

Client Access (Product)

Client Access is the standard client enrollment product available through your PQ Coach membership.

With Client Access, coaches can enroll individual clients into the PQ app experience, including the foundational PQ Program and available ongoing Application content.

PQ Coach (Membership)

PQ Coach includes:

• • 5 included annual Client Accesses per membership year
  • Additional paid Client Access can be purchased at:
    • $50/month per client
    • $250/year per client

PQ Coach Pro (Membership)

PQ Coach Pro is the membership for coaches focused on serving workplace, team, and organizational clients.

PQ Coach Pro includes:

• • 10 included annual Client Accesses per Pro membership year
  • Additional paid Client Access is available at the same pricing:
    • $50/month per client
    • $250/year per client

PQ for Teams & Organizations (Product)

PQ for Teams & Organizations is the workplace-focused product available to PQ Coach Pro members.

It is different from standard Client Access and includes additional organizational features such as:

• • Roadmap options such as PQ-Powered Teamwork and PQ-Powered Sales
  • Assessments and reporting
  • Facilitation materials
  • Organizational enrollment support
  • A different process and price point for client enrollment
    
    

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Decision Tree: What Should I Do?

I am currently a PQ Coach and have unused included Client Accesses.

Use your included Client Accesses before upgrading to PQ Coach Pro.

When you move from PQ Coach to PQ Coach Pro, your PQ Coach membership is replaced by a new Pro membership with a new renewal date and new benefits. Any unused included Client Accesses from your PQ Coach membership do not roll over into PQ Coach Pro.

What this means

If you have unused included Client Accesses as a PQ Coach, enroll clients before you upgrade to Pro. Otherwise, those unused included Client Accesses will no longer be available when your Pro membership begins.

Example

If you are a PQ Coach with 3 unused included Client Accesses and then upgrade to PQ Coach Pro, those 3 unused Client Accesses do not carry over. Once your Pro membership begins, you receive the Pro membership benefits, including 10 included annual Client Accesses.

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I am moving from PQ Coach to PQ Coach Pro

When you join PQ Coach Pro, you begin a new membership with a new renewal date and Pro membership benefits.

Your Pro membership includes:

• • 10 included annual Client Accesses
  • Additional paid Client Access at $50/month or $250/year
  • Access to the Pro product for serving workplace clients through PQ for Teams & Organizations
  • Additional Pro Membership details found here

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I am a PQ Coach Pro member and want to enroll individual clients

You may continue using Client Access for individual client enrollments.

As a Pro member, you have:

• • 10 included annual Client Accesses per Pro membership year
  • Additional paid Client Access available at:
    • $50/month per client
    • $250/year per client

Client Access may be appropriate when enrolling individual clients in the foundational PQ program experience.

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I am a PQ Coach Pro member and want to serve a workplace, team, or organizational client

Use the PQ for Teams & Organizations process.

You will work with your PQ Sales Team member and Client Success Specialist to procure and enroll clients into the PQ for Teams & Organizations product.

PQ for Teams & Organizations has a different process, feature set, and price point from Client Access.

This is especially important if you are interested in roadmap options such as:

• • PQ-Powered Teamwork
  • PQ-Powered Sales
  • Data and metrics during the Foundational Program

These roadmap options are part of the PQ for Teams & Organizations product available to PQ Coach Pro members.

What to do

If you have an assigned sales team member, work directly with them.

If you do not have an assigned sales team member, complete the PQ for Teams & Organizations Coach Support Form:
https://web.positiveintelligence.com/pq-for-teams-organizations-coach-support-form.

 

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Upgrading a Client from Client Access to PQ for Teams & Organizations

Sometimes, a client may begin with Client Access and later be a fit for PQ for Teams & Organizations.

This is considered a product upgrade.

Eligibility Requirement

To upgrade from Client Access to PQ for Teams & Organizations, the client must have:

• Completed the foundational PQ Program through Week 7

This ensures the client has completed the foundational experience before moving into a workplace-focused roadmap or organizational application pathway.

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Upgrade Scenario 1: Client is on included annual Client Access

If the client is enrolled using one of your included annual Client Accesses, the additional investment to upgrade that client into PQ for Teams & Organizations is:

$250 per client

Example:

You used eight of your included annual Client Accesses for a pilot team engagement. The client completed the foundational PQ Program through Week 7 and is now ready to move into PQ for Teams & Organizations to access one of the PQ-Powered roadmaps.

The upgrade investment is $250 per client.

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Upgrade Scenario 2: Client is on paid annual Client Access

If the client is enrolled through paid annual Client Access at $250/year, the additional investment to upgrade that client into PQ for Teams & Organizations is:

$250 per client

Example:

You purchased annual Client Access for a client’s team at $250 per participant. The client completed the foundational PQ Program through Week 7 and is now ready to move into PQ for Teams & Organizations.

The upgrade investment is $250 per client.

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Upgrade Scenario 3: Client is on paid monthly Client Access

If the client is enrolled through paid monthly Client Access at $50/month, the upgrade investment is:

$500 minus the total amount already paid for monthly Client Access, up to a maximum credit of $250.

In other words, monthly payments already made are applied toward the upgrade, but the maximum credit is $250.

Examples:

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How to Request an Upgrade

If you want to upgrade a client from Client Access to PQ for Teams & Organizations, use the appropriate support pathway.

• If you have an assigned sales team member, work directly with your assigned sales team member.
• If you do not have an assigned sales team member, complete the PQ for Teams & Organizations Coach Support Form.

 

 

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Common Questions

Do unused PQ Coach included Client Access “rollover” when I join PQ Coach Pro?

No. When you join PQ Coach Pro, you begin a new membership with a new renewal date and new benefits. Any unused included Client Accesses from your PQ Coach membership are no longer available when your Pro membership begins.

How many included Client Accesses do I receive in PQ Coach Pro?

PQ Coach Pro includes 10 included annual Client Accesses per Pro membership year and resets annually with your Pro renewal.

Is paid Client Access pricing different in PQ Coach Pro?

No. Paid Client Access pricing is the same:

• • $50/month per client
  • $250/year per client

Can I use standard Client Access for workplace clients?

Client Access is designed to support individual client enrollment and workplace clients under 25 per organization. However, when scaling with workplace, team, and organizational clients, the PQ for Teams & Organizations product is better equipped to support the expansion.

Can I enroll a client into PQ-Powered Teamwork or PQ-Powered Sales through standard Client Access?

No. PQ-Powered Teamwork and PQ-Powered Sales are roadmap options within the PQ for Teams & Organizations product, available to PQ Coach Pro members.

They follow a different process and price point than standard Client Access.

Can a client move from Client Access into PQ for Teams & Organizations?

Yes, if the client has registered in the PQ app and completed the foundational PQ Program through Week 7. An upgrade investment applies based on the type of Client Access used.

 

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Summary

Use Client Access for standard individual client enrollment and workplace clients under 25 per organization.

Use PQ for Teams & Organizations for expanding with workplace, team, and organizational clients.

If you are moving from PQ Coach Membership to PQ Coach Pro Membership, use your unused included Client Accesses before upgrading, because they do not roll over.

If you want to upgrade an eligible client from Client Access to PQ for Teams & Organizations, work with your assigned sales team member or submit the support form.