Pro Tip: Boost Client Engagement with These CoachRx Tips
Ever feel like you're shouting into the void when communicating with clients? Let's turn that one-way street into a bustling two-way avenue of engagement!
Why This Matters
Engaged clients = better results, higher retention, and a thriving business. But here's the kicker: engagement doesn't happen by accident. It's cultivated through consistent, personalized interaction. And guess what? CoachRx has the perfect tools to make this a breeze.
Two Game-Changing Features to Boost Client Engagement
1. Weekly Check-Ins
What it does: Keeps clients accountable and gives you regular insights into their progress and challenges.
How to set it up:
Navigate to the Index tab
Create your weekly check-in template (or use the pre-populated default)
Go to the Consultation tab on the left sidebar of the client calendar
Select 'Weekly'
Choose your check-in form
Set the send day
Hit Save
Pro tip: Customize your check-in questions based on each client's goals. A weight loss client might need different questions than a strength-focused athlete.
2. Loom Video Messages
What it does: Adds a personal, face-to-face touch to your communications, making clients feel valued and understood.
How to use it:
Locate the completed Check-in from your dashboard or notifications
Click the camera icon in the comments section
Record your personalized Loom video
Hit save and embed video
Pro tip: Keep videos short (2-3 minutes max) but packed with value. Address their check-in responses, celebrate wins, and offer quick tips for overcoming challenges.
Your 7-Day Client Engagement Challenge
Ready to supercharge your client relationships? Here's your game plan:
Day 1-2: Set up weekly check-ins for all your clients.
Day 3-4: Record your first Loom video for each client, introducing this new communication method.
Day 5-6: Review incoming check-ins and respond with personalized Loom videos.
Day 7: Reflect on the process. What worked well? What could be improved?
The Magic of Personal Touch
Imagine this: Your client Sarah opens her phone to find a video message from you. There you are, smiling, congratulating her on crushing her workouts this week, and offering a quick tip to help with the nutrition challenge she mentioned. In just 2 minutes, you've:
Made her feel seen and valued
Addressed her specific concerns
Reinforced her progress
Motivated her for the week ahead
That's the power of personalized engagement through CoachRx.
Ready to transform your client relationships?