Coaches manually identify clients due for check-ins, compose personalized emails, collect responses from multiple channels, and consolidate progress data into spreadsheets. This scattered, multi-step process consumes per weekly cycle and delays coaching conversations.
Automation generates personalized check-in messages, extracts progress data from incoming responses, and updates client records automatically. Coaches spend their time on actual coaching instead of administrative consolidation.
The full workflow, from trigger to completion.
The automation runs every Monday morning or on a custom schedule set by the coach. It identifies all active clients due for a progress check-in.
The automation retrieves each client's active goals, targets, and previous progress data to personalise the check-in request.
The automation composes a personalised check-in message for each client, including their specific goals and context from the previous week.
The automation sends the personalised check-in email to each client, logging the send timestamp.
The automation monitors incoming replies to the check-in email address and captures responses as they arrive.
The automation reads each client response, extracts the progress update, and structures it into a standard format for analysis.
The automation logs the progress update, calculates on-track status, and updates the client record with the latest data and timestamp.
The automation sends a notification to the coach summarising the week's progress, flagging at-risk clients, and listing non-responders for manual follow-up.
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