Client Dashboard

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Client Dashboard

Read live from the tracker at · refresh the page for the latest · client details also pull from the Onboarding form
Needs action
Red — someone is waiting on you today Amber — a job for this week Green — clear, nothing owed
Review schedule follows the Coaching Team SOP: Week 4 review at week 4 · milestone reviews every 4 weeks from week 8 (capped at week 48) · final week review at program end (12 / 24 / 52 weeks). A Week 4 or milestone review still not done 2 weeks after it fell due is marked missed and drops off the to-do lists.
Offboarding checklist, 5 steps, opens in their FINAL WEEK: Final review · Exit call · Testimonial · Referral asked · Final progress photo in. Renewal is separate and starts 4 weeks out.
Progress photos: the starting shot at signup (it can never be taken later) and the final shot in their last week, asked for alongside the final check-in.
Onboarding checklist, 9 steps: Contract signed · Form sent · Progress photo in · Form back · Onboarding call · Program uploaded · Program delivered · WhatsApp group · Skool. All nine inside 48 hours of payment.
First 14 days: a personal message every single day, counted from signup. After that, Monday / Wednesday / Friday minimum.
Click any client row for their full profile, including intake answers from the Onboarding form.