How can I track my clients’ progress around specific goals and actions?
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Created by: Coaching Genie
Modified on: Wed, 12 Jul, 2023 at 8:11 PM
You can simply use Weekly Progress Questions to ask your clients questions around the goals and actions you want to track with your group.
For example, “How many discovery sessions did you have this week?” or “How many people did you add to your list this week?” and other questions that help you and your clients stay on track with specific and tangible goals.
To add the weekly progress questions, follow these steps:
1. Go to "My Groups" and click to edit the group where you want to add in the weekly check-in/progress questions. Navigate to the "Check-ins" tab.
2. Click on "Add a Question". Type in your progress questions and make sure to check the "Enable Weekly Check-ins" box so that your clients can receive the weekly progress questions via email and then click Save.
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