PlaybooksData and KPIs

What does the back end measure, and in what order?

Most coaches know their close rate to the decimal and their client success rate not at all. The back end runs on seven numbers: client success rate, time to value, on-track rate, lifetime duration, LTV, resell rate and proof per month. Build the data first, then fix client success, then on-track rate, then proof, then upgrades. Track it over time, not only live.

11 playbooks on data and kpis, in reading order.

Each one answers the question in its title in the first paragraph, then gives the procedure and the number it reports to.

What the back end of a coaching business is (not your CRM).

The back end of a coaching business is everything that produces revenue after the first payment: the data on who is getting results, the client journey, the client success team, the proof, and the offers existing clients buy next.

6 min
The back-end audit: the questions we ask before we touch anything.

Before we build anything, every coaching business answers the same audit: four marketing questions, four sales questions, 24 on fulfillment and an offers sheet.

5 min
The seven back-end KPIs of a coaching business.

The seven back-end KPIs are client success rate, time to value, on-track rate, lifetime value, lifetime duration, resell rate and proof per month.

6 min
What is a client success rate, and how do you measure it?

A client success rate is the share of clients who hit the program's stated result within its term.

5 min
Why coaching clients don't get results, and what fixes it.

Coaching clients stop getting results in three places: a promise the team cannot fulfil, framing that sets the wrong expectation, and a result nobody defined.

5 min
Time to value: the first win in the first two weeks.

Time to value is how fast a client gets a first result.

5 min
Client health scores for coaching programs

A client health score for a coaching program combines call attendance, activity, check-in replies, milestone pace, community participation, payment status and self-reported confidence into one weekly number out of 100.

5 min
The client dashboard: what to review every week

Review nine numbers every week: new clients onboarded, first-30-day completion, health score distribution, red list and movers, call attendance, milestone pace by cohort, renewals due in 30 days, refunds and disputes, and proof collected.

5 min
How to track client results across a cohort

Track client results across a cohort by defining the program's result in one measurable sentence, breaking it into four to six milestones with evidence, recording every client's milestone weekly in one table, and reviewing the cohort together every week.

5 min
Cohort completion rates: why 77% beats 38%

Scheduled cohorts complete at 77 percent against 38.5 percent for open-access, self-paced versions of the same coaching content, in Ruzuku's data on 1.3 million enrollments.

5 min
Fulfillment cost as a percent of revenue: the 5% benchmark

Fulfillment cost is everything you spend delivering the program: coaches, client success staff, community management, software and tools, divided by revenue.

6 min
Diego MiescherDiego Miescher's signature
Scale With Fulfillment

Want this run inside your business?

Get your free back-end audit