The Client Compliance Tracker isn’t just a nice visual — it’s your coaching control panel.
Here’s how to use it during weekly calls, check-ins, or reviews to boost accountability, motivation, and long-term success:
✅ 1. Start Every Coaching Call with the Client Compliance Tracker
Open the Client Compliance Tracker before the call and filter by Smart View or client name.
This instantly shows you:
Workout compliance
Nutrition adherence (calories/macros)
Weight tracking
Daily steps
Habit consistency
Form responses (e.g., mood, sleep, energy)
💡 Use this overview to identify what’s working and what needs fixing.
🧠 2. Use Status Tags for Context
Apply status tags such as:
🏖️ Vacation
🤒 Sick
⚠️ Injury
🔁 About to cancel
These tags appear directly in the Client Compliance Tracker charts and help track client history over time, giving both you and the AI Coach important context during feedback.
📝 3. Add Weekly Notes
Use the note section in the Client Compliance Tracker to document:
What was discussed in the coaching call
Adjustments made to the plan
Client struggles or breakthroughs
These notes sync with messages and are used by the AI Coach to personalize responses and recommendations.
📊 4. Use Advanced Metrics to Review Progress
Enable Advanced Metrics to quickly analyze:
Weekly average weight
Calories & macros consumed vs. target
Protein, carbs, fats
Steps and calories burned
It’s a fast way to spot trends or gaps across multiple clients or during a 1:1 session.
🔁 5. Compare Past Weeks to Show Progress
In the Client Compliance Tracker’s weekly or daily views, you can look back 4, 8, 12, or even 24 weeks.
Use this feature to:
Highlight long-term trends
Spot plateaus early
Reinforce how far the client has come
It’s also great for visual learners who need motivation from data.
🎯 6. Set Weekly Goals Based on Data
Use the Client Compliance Tracker as the base for setting precise weekly goals.
Examples:
“Log workouts at least 3x this week”
“Hit protein target 5 days this week”
“Track weight daily”
Add these goals into the notes for reference on the next call.
Using the Client Compliance Tracker this way allows you to coach more efficiently, spot issues before they become problems, and keep your clients engaged — all while delivering personalized support at scale.