How it is used in a coaching business
Clients almost never announce that they are leaving. They drift first and cancel later. A health score turns the drift into a signal. At 20 clients a founder can hold this in their head. At 200 nobody can, and the score is what lets a team of three know which fifteen people need a call this week.
| Signal | What it tells you |
|---|---|
| Live call attendance | Whether the client is still showing up |
| Training completion | Whether the client is doing the work between calls |
| Check-in response | Whether the client is still in contact with the team |
| Progress toward the result | Whether the program is working for this client |
| Payment status | Whether a failed instalment is about to become a cancellation |
- Keep it simple: green, amber, red, with a written rule for each colour.
- Review it weekly as a team, by cohort, and assign every red client to a named person.
- Use it for resells as well as rescues. Green clients past their milestone are the upsell list.
