Business owners keep client check-ins updated and linked
Business owners keep client check-ins updated and linked
Business owners lose track of weekly client check-ins, causing missed follow-ups. This captures each submission into a central check-in board linked to client profiles, so coaches can review and act.
Overview
Missed weekly check-ins create blind spots for business owners and lead to overlooked client needs. Centralizing submissions into a linked check-in board ensures coaches always see recent history and coordinate timely follow-up — coaches report fewer missed follow-ups and faster review cycles.
Notable Features
- Capture weekly check-ins as records
- Link check-ins to client profiles
- Notify coaches of new submissions