Group Coaching Roster Playbook
Running a larger client roster without it becoming a full-time administrative job.
- 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
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
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
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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