Manage Your Client Management Pipelines

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Step 1. Accessing Client Management Boards

• Toggle between the two boards: Client Check-ins and Client Journey Tracker.

Step2. Purpose of Boards

• Client Check-ins: Manage weekly check-ins.
• Client Journey Tracker: Track overall client journey and reduce churn.

Step 3. Starting Check-in Process

• When clients sign up, they appear in the needing setup column.
• Assign them a check-in day by dragging them to the desired day.

Step 4. Managing Incomplete Check-ins

• Clients not checking in by the deadline move to the incomplete column for follow-up.

Step 5. Color-coded Check-ins

• Check-ins are color-coded: green, amber, or red based on responses.

Step 6. Viewing Client Check-ins

• Check client notes for summary and weekly performance overview.

Step 7. Updating Check-in Dates

• Move clients back to their assigned check-in day without dragging them to different columns.

Step 8. Using the Client Journey Tracker

• Clients appear in the needing setup column upon signing up.
• Drag clients to week one once they start and they will move weekly.
• Move clients to lost if they leave to remove them from automations.

Step .9 Review Additional Videos

• Watch the two videos below for detailed guidance on leveraging the system and reducing churn.