Daily Coaching Flow

21 Mar 2026 · 0 / 6 steps done · 2 need action
★ Board ☰ Queue
2
Needs
Action
0
Waiting
Reply
2
Outreach
To Send
1
Overdue
Check-ins
0
Resolved
Today
1
Review Dashboard
Check today's stat strip, priorities, and Coach Intelligence panel.
Open →
Needs Action Today
Sarah amber
15 Mar 2026
⚠ Send support message — Client requested extra support
👁 Client 📄 Report ✉ Outreach
Rob green 7d overdue
11 Mar 2026
⚠ Chase overdue check-in — No check-in for 7 days
👁 Client 📄 Report ✉ Outreach
2
Check Action Queue
Work through Immediate and Today clients in priority order.
Open →
Immediate & Today Clients
Sarah amber
15 Mar 2026
⚠ Send support message — Client requested extra support
👁 Client 📄 Report ✉ Outreach
Rob green 7d overdue
11 Mar 2026
⚠ Chase overdue check-in — No check-in for 7 days
👁 Client 📄 Report ✉ Outreach
3
Send Priority Outreach
Copy messages and contact overdue, high-risk, and support clients.
Open →
Outreach To Send
Sarah amber
15 Mar 2026
⚠ Send support message — Client requested extra support
👁 Client 📄 Report ✉ Outreach
Rob green 7d overdue
11 Mar 2026
⚠ Chase overdue check-in — No check-in for 7 days
👁 Client 📄 Report ✉ Outreach
4
Review Risk Clients
Check high and medium risk clients. Open reports where needed.
Open →
✓ No high-risk clients today.
5
Update Follow-ups
Mark waiting, contacted, and resolved statuses for the day.
Open →
✓ No clients waiting for reply.
6
Close Resolved Clients
Confirm resolved clients and check outreach is complete.
Open →
No clients resolved today yet.