Pro Tip: Customize Your Coaching Dashboard for Maximum Impact

[4 minute read]

"The key to scaling your coaching business isn't doing more—it's doing exactly what matters for each client."

The Evolution of Smart Coaching

Last week, we introduced you to the "Needs Attention" dashboard, your new command center for proactive client management. The response has been overwhelming—coaches are saving hours each week and catching client needs before they become issues.

But we heard something interesting: While having all client data at your fingertips is powerful, not every coach needs to see everything. After all, why track nutrition compliance when you're purely a strength coach? Or why monitor workout completion for your nutrition-only clients?

Introducing Coaching Services: Your Personal Dashboard Curator

Perfect Your Client View in Seconds

Choose exactly which services you provide to each client:

  • ⚡ Exercise Program Design

  • 🌱 Lifestyle Coaching

  • 💬 Consultations

The Impact on Your Coaching Business

🧠 Focus Without the Noise

  • See only what matters for each client

  • Zero in on relevant metrics instantly

  • Make decisions faster with clear, targeted data

⚡ Track What Truly Matters

  • Get precise compliance metrics per service

  • Monitor due dates that actually apply

  • Spot trends in the services you actually provide

💪 Coach with Confidence

  • Know exactly where each client stands

  • Respond to needs without second-guessing

  • Deliver personalized attention effortlessly

Coach Success Stories

James K., Strength Coach

"Before this update, I was constantly filtering through nutrition metrics I didn't need. Now my dashboard shows exactly what I provide—strength training and consultation services. I've added 5 new clients because I can manage my existing ones so much more efficiently."

Maria S., Holistic Coach

"The ability to customize services per client is game-changing. Some clients are nutrition-only, others do full programming. Now I can track each client exactly how I need to, and my dashboard is crystal clear."

The Bottom Line for Your Business

Save Mental Energy: No more filtering through irrelevant information

Reduce Mistakes: Only track what you're actually providing

Coach More Clients: Handle a larger client base with less mental overhead

Boost Professionalism: Present a perfectly tailored experience to each client

Maximizing Your Coaching Services

The Perfect Setup Strategy:

  1. Audit Your Current Clients

    • List all services you currently provide

    • Note which clients receive which services

    • Identify opportunities for service expansion

  2. Optimize Your Dashboard

    • Update settings for current clients

    • Set defaults for new clients

    • Create service packages for streamlined onboarding

  3. Leverage for Business Growth

    • Create clear service boundaries

    • Package services effectively

    • Scale specific services based on demand

🚀 Implementation Guide

Quick Setup via Dashboard

  1. Navigate to "Needs Attention"

  2. Click the three dots next to any client

  3. Select their specific services

Bulk Update via Profiles

  1. Head to client settings

  2. Choose services for each client

  3. Update in batches for efficiency

Pro Coach Tips for Service Success

1. Quarterly Service Reviews

Schedule regular check-ins to review and adjust services based on client progress and goals.

2. Strategic Service Packaging

Use service settings to create clear, profitable coaching packages:

  • Basic: Single service focus

  • Premium: Multi-service integration

  • VIP: All services included

3. Onboarding Excellence

Incorporate service selection into your client onboarding process for clarity from day one.

Common Questions from Coaches

Q: Can I change services after setting them up? A: Yes! Services can be adjusted anytime as your client's needs evolve.

Q: How does this affect existing client data? A: Your historical data stays intact—you're just customizing what you see moving forward.

Q: Can I offer different services to different clients? A: Absolutely! Each client can have their own unique service configuration.

Ready to Transform Your Coaching Business? Take Action Now.

💻 For Existing CoachRx Users:

Log In Now and explore your new "Needs Attention" dashboard. Your clients are waiting!

🌟 New to CoachRx?

Start Your Free 14-Day Trial and see why leading coaches trust CoachRx to deliver exceptional client experiences.

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Pro Tip: Your New Secret Weapon for Perfect Task Management

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Pro Tip: Never Miss a Client Need Again with the New 'Needs Attention' Dashboard