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Pro Tip: Using Data Visualization to Show Client Progress

When clients hit those inevitable plateaus, having the right progress tracking system can mean the difference between them quitting or pushing through. Today, I want to share how to build a comprehensive tracking system that tells your clients' complete fitness story.

What It Is:

A three-part progress tracking system in CoachRx that combines custom metrics, professional reports, and personalized video explanations to showcase client progress in multiple dimensions. Think of it as your client's personal fitness biography, documenting every victory - big and small.

How to Use It:

Set Up Custom Metric Groups (Index Section)

  • Navigate to Index > Metric Groups

    • Examples of Group types:

      • Body composition metrics

      • Fitness monitoring exercises

      • Strength progression

      • Lifestyle markers

  • Choose appropriate units of measurement

  • Assign metric groups to relevant clients

Generate Custom Client Reports

  • Track metrics consistently over time

  • Export progress data

  • Include structural balance assessments

  • Add progress photos if relevant

  • Create comprehensive progress snapshots

Add Personal Touch with Loom

  • Record video explanations of progress reports

  • Highlight specific wins and improvements

  • Explain plateaus and progress patterns

  • Make data meaningful through storytelling

Why It Matters:

This system transforms your coaching by:

  • Showing progress beyond just scale weight

  • Keeping clients engaged during plateaus

  • Creating a comprehensive view of their journey

  • Providing professional, shareable progress reports

  • Building client confidence through data

  • Helping clients understand the non-linear nature of progress

Need help setting this up? Book a 1:1 call with our team and we'll help you create your perfect workflow.

Want to dive deeper? Watch this week's 10 Minute Tips video for a detailed walkthrough of these features in action.

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