The dashboard is not a report for the founder to admire. It is the agenda for one meeting a week, and every number on it has a person who does something when it is wrong. If a number has no owner and no action, it is decoration. Take it off.
What is on the dashboard?
| Number | What it tells you | Red flag | Who acts |
|---|---|---|---|
| New clients onboarded this week | Whether the front of the funnel became clients with a plan | Any client without an onboarding call inside 72 hours of purchase | Client success manager |
| First-30-day completion | Share of clients in their first month who attended two calls and finished module one | Below 90 percent | Client success manager, coaching lead if the module is the problem |
| Health score distribution | How many clients are green, amber, red | Red above 10 percent, or amber growing two weeks running | Client success lead |
| Red list and movers | Who is drifting, who dropped a band this week | Any red not contacted inside 24 hours | Client success manager |
| Call attendance | Share of active clients who attended at least one call | Falling two weeks running while calls held is flat | Coaching lead |
| Milestone pace by cohort | Ahead, on pace, behind, stalled | One milestone stalled for a third of a cohort | Coaching lead |
| Renewals due in 30 days | Who is coming up, with result hit and recommended offer | Any client inside 30 days with no flag and no conversation booked | Client success manager to closer |
| Refunds and disputes | Requests, outcomes, reasons | Any request that was not a conversation first | Founder or lead |
| Proof collected | Milestones logged, testimonials requested, received | Milestones logged with no request sent inside 7 days | Client success lead |
What order do you read it in?
Money first, then people, then pipeline. Renewals due and refunds are money this month. The red list and the first-30-day number are the people who will be next month's renewals or next month's refunds. Attendance and milestone pace are the pipeline behind both. Proof is last because it is the output of everything above working.
How does the weekly review run?
- Minute 0 to 5: the client success lead reads the nine numbers aloud, with last week's beside each. No discussion yet.
- Minute 5 to 15: renewals due. Every name, the result they hit, the offer, who is having the conversation and when.
- Minute 15 to 30: the red list and movers. Every name, what was done, what the reply was, what happens next. Escalations to the coach are decided here.
- Minute 30 to 40: cohort pace. Which milestone is stalling and whether it is a client problem or a program problem.
- Minute 40 to 45: three decisions, written down, with an owner and a date. Then stop.
Forty-five minutes is enough for 800 clients if the health score has already sorted the roster. It is not enough for 80 clients if the meeting starts with someone opening a spreadsheet. The work is done before the meeting by the client success manager. The meeting is for decisions.
Why weekly?
Because the drift is measured in weeks. Across 5,666 online coaching clients, the gap between drifting and cancelling was weeks, and the steepest fall came between months three and six. A monthly review catches a client after they have decided. A weekly one catches them while a message still changes the outcome. Hormozi's curve makes the same point from the top: over 20 percent churn in the first 30 days means a monthly review is looking at last month's losses.
Who sees it?
The client success team sees all of it daily. The coaching lead sees attendance and pace. The founder sees the nine numbers once a week in the review and the three decisions afterwards. The founder should not be the person updating anything on it. In our engagements the dashboard is what lets a founder step off the day-to-day: they read one page a week, and it is the same page they would have built if they had time.
Acquisition Ace: 600 to 800 active clients reviewed weekly on one dashboard by a three-person client success team, 2025 to 2026. Diego also builds Ben Kelly's website. Results depend on the program, the price point and where retention starts. Figures are from named engagements, not a guarantee. How we handle claims.
