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:
Audit Your Current Clients
List all services you currently provide
Note which clients receive which services
Identify opportunities for service expansion
Optimize Your Dashboard
Update settings for current clients
Set defaults for new clients
Create service packages for streamlined onboarding
Leverage for Business Growth
Create clear service boundaries
Package services effectively
Scale specific services based on demand
🚀 Implementation Guide
Quick Setup via Dashboard
Navigate to "Needs Attention"
Click the three dots next to any client
Select their specific services
Bulk Update via Profiles
Head to client settings
Choose services for each client
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!
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