Client Success Manager Weekly Recap

The key to success for our clients is compliance in these 3 areas:

- Nutrition

- Training

- Habits

Our goal as coaches is to get them as consistent as possible in all 3 of these areas.

This form will recap clients that did well, clients that struggled, and what we can work on going into the next week to keep guys making progress.

Name

First Name

Last Name

How many total hours did you work this week?

Training Compliance

In this section, we'll be going over training compliance for clients as a whole.

What clients have missed ALL of their assigned workouts this week?

Nutrition Compliance

In this section, we'll be going over nutrition compliance & overall consistency with logging meals for clients.

What clients have logged 3 + meals per day, every day this week?

What clients have failed to log any meals this week?

What clients are struggling to eat whole foods consistently (logging a lot of fast food, etc)

Habit & Task Compliance

In this section, we'll be reviewing clients compliance with hitting daily tasks & habit goals.

What clients have hit all of their tasks & habits for the week?

What clients have missed all of their tasks & habits for the week?

Who are 3-5 clients that have been KILLING it (active in group, hitting nutrition targets, habit goals, smashing workouts) If possible, try to spotlight 3-5 clients that weren't spotlighted last week. But if no one's standing out but the usual suspects, we'll continue to highlight them.

Lastly! Anything we can do to make your role easier & more efficient? Or do you have any ideas that we could implement with clients to increase compliance & overall progress? (Optional)