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Group Coaching Roster Playbook

Running a larger client roster without it becoming a full-time administrative job.

Who this is for: Coaches and enterprise teams managing a roster larger than a handful of clients.
  1. 1

    Set targets once, per client

    Targets follow the client automatically after they’re set, there’s no need to re-enter them in a separate spreadsheet or message thread.

  2. 2

    Triage the roster daily, not weekly

    A two-minute daily scan of the live feed catches problems while they’re small, a weekly review catches them after they’ve compounded.

  3. 3

    Batch your reactions

    Quick emoji reactions and short notes are designed to be fast, use them to acknowledge activity across the whole roster, not just your highest-priority clients.

  4. 4

    Reserve calls for the clients who need them

    Let the roster data tell you who actually needs a call this week, rather than spending equal time on every client by default.

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