TOUCHPOINTS AND COMMUNICATION TOOLS FOR STRONGER CLIENT RELATIONSHIPS

Your biggest weapon as a coach is communication.

In today’s fitness landscape, your key differentiator isn't just about the most sophisticated program design; it’s about forging meaningful relationships, educating, and truly connecting with your clients. 

Clients hire you because they have specific goals, and they need guidance or accountability, and this simply can’t be accomplished without regular communication, check-ins and touchpoints.

And sure, if you only have a handful of clients, it’s easy to keep track of who you communicated with, when the communication took place and what was discussed, but the  ability to keep track of your communication as you grow your business becomes infinitely more challenging without systems and procedures in place to help you.

That’s where the various Communication & Touchpoints features and the CoachRx Dashboard come in: To keep you accountable to your clients, so they can be accountable to themselves.

WHAT IS THE DASHBOARD IN COACHRX?

In short, your CoachRx dashboard is full of helpful tools and features to make communication efficient and effective. The ultimate goal being to foster trusting, close relationships with your clients—the cornerstone of your coaching business—in a streamlined way that also maximizes client success and helps you grow your coaching business.

HOW TO USE THE DASHBOARD COMMUNICATIONS & TOUCHPOINTS TOOLS?

Your dashboard will be your most visited page in CoachRx, as it’s where the bulk of your communication will happen. This page is set up with program design review and communication efficiency in mind, and we encourage you to click around and get familiar with how it flows. 

In short, there are four major sections in the dashboard designed to make communication more efficient: 

• Metrics

• Priorities

• Activity Feed

• Communication
  
  

METRICS

A key way your dashboard fosters effective communication is via client metrics. From compliance to consult rate to Rx insights (meaning measurements of how they’re complying and performing your prescriptions), CoachRx allows you to view all kinds of metrics and client activity to ensure they’re getting what they need, including data like 7-day, 30-day and 90-day trends.

Analyzing these metrics then lets you determine what’s working and what’s not working, and then adjust your communication and prescriptions as required.

For example, you might discover that one of your clients only has a 20 percent compliance rate. A metric such as the latter will likely steer your communication with this client, as well as figure out if and what you need to change when it comes to your prescriptions. 

PRIORITIES

In a nutshell, the priorities section lets you know when exercise and lifestyle programs are due for each client, as well as when consults are due (or overdue). In other words, this tool ensures clients don’t ever fall through the cracks.

ACTIVITY FEED

Finally, there’s your activity feed, which is a great efficiency tool, as it lets you view and comment on every client’s exercise, lifestyle, and weekly check-in results all from this same feed. You can either view all clients or filter to only view the activity for one client, making it easier to stay on top of feedback and communication. 

We recommend doing all review and feedback from this screen to avoid missing important comments from clients (do a daily scroll during your scheduled communication block). 

COMMUNICATION

Some of the key tools on your dashboard to make communication easy include:

• Touchpoints: The touchpoints tool essentially tells you how often, or not, you’re communicating with each client via direct message or by commenting on their exercise or lifestyle prescriptions each week. Further, it automatically sets you with a goal of one touchpoint with each client per week, but you can increase this as needed. See Dashboard demo video above.

• Notifications: The notification screen allows you to review and reply to all your notifications from clients, such as questions or comments they might make on their prescriptions for that week. It also lets you filter by notification type.

• Client Reminders: Reminders allow you to send personalized messages and notifications effortlessly, ensuring consistent client engagement without the need for manual tracking.

ADDITIONAL COMMUNICATION FEATURES

• Loom Video Messaging & Screen Share: The Loom video communication integration enriches your coaching by allowing you to send personalized video messages and screen shares for technique breakdowns, explanations, and deeper connection to prescriptions.

• Direct Messages: CoachRx also allows you and your clients to send each other direct messages. Gone are the days where you might receive text messages on your phone from some clients, Instagram messages from others and emails from others still. Now your clients all know CoachRx is the place to reach you. You can also broadcast messages to all clients or specific groups of clients by filtering by tags. Note: If the message you want to reply is long, or maybe you just want to leave a personal touch, you can also choose to send a voice text, or video text instead of a written one. 

• Custom Client Reports: Enhance your coaching service with branded reports detailing workouts, lifestyle, assessments, and plans, encouraging client curiosity and engagement. The custom client report feature that allows you to export your clients' workouts, lifestyle, structural balance, consultation, assessment, intake forms, short term plans, and long term plan data into a branded PDF document.

• Monthly Consultations: While you’ll track from each client’s calendar, consultations are such an essential part of communication that we’re highlighting them here too. This feature allows you to keep track of your initial consultation and your ongoing monthly consultations— saving all of your notes and comments, making it easier to pick up where you left off on the following consultation. 

  • Further, the feature allows you to keep track of when you did your last monthly consultation, thus helping you schedule your next consultation at the appropriate time. 

  • As a side note, your dashboard will also let you know if you have an overdue consult with a client, adding another layer to keep you on track.

• Weekly Check-Ins: CoachRx allows you to assign weekly check-ins to your clients to establish consistent communication, and feedback, between you and your clients (You have the ability to choose whichever day of the week you want for your weekly check-in). Each week, the notes from the check-in will be saved on the dashboard activity feed for you to refer to as needed. You can also leave comments on your clients check-in. See Consultations demo video below.

Pro Tip: To avoid getting lost in notifications and messages each time you open CoachRx, resist the urge to respond all day, every day. Instead, set aside specific times each work day—maybe 15 minutes in the morning and 15 minutes at the end of the day—to review your messages and notifications and reply accordingly.

PRO TIP: ANOTHER WAY A COACH CAN MAXIMIZE COMMUNICATION EVEN FURTHER

SET PERSONALIZED TOUCHPOINT GOALS

Doing so ensures you’re holding yourself accountable to consistent communication with each client each week.

This is especially important, as some clients might ask a lot of questions and leave a lot of messages, while others are quiet and you rarely hear from them. Thus, it’s important to always make sure you’re reaching out to the quiet ones, checking in, asking for feedback etc. so they don’t get lost in the shuffle.

Personalized touchpoint goals can be adjusted in your settings. 

WHY COACHRX IS BETTER THAN ANYTHING ON THE MARKET

Like all things CoachRx, the goal is efficiency and effectiveness. 

In this sense, each of the communication and touchpoint tools in CoachRx were thoughtfully designed to help you communicate in a timely and productive way with your clients, not only to provide them what they need to be accountable and reach their goals, but also in a way that grows their trust in you as a coach to take care of their ever changing needs. 

And the best part is, communicating on CoachRx means you’ll no longer feel overwhelmed and bogged down by the dozens of messages and notifications that keep coming in from all kinds of directions. Instead, you’ll be able to grow your business effortlessly all the while developing strong relationships with all of your clients.