Know who needs you,
and why.
Daily priorities from check-ins, follow-ups, onboarding and the client context you record.
Who needs you today?
Open a daily queue built from your agreed attention rules. Each item explains why it appeared and what to consider next.
- Late check-ins and submissions ready for review
- Due follow-ups and promised actions
- Missing information flagged for correction
How it works
Rules use the records available: check-in status, due dates, onboarding events and your configured custom workflow. Recorded changes can surface a review; this is not predictive churn detection.
Check-in overdue. Travel noted Thursday.
Next: review context and follow up.Check-in schedule missing.
Next: confirm the day before monitoring.See the context before you respond.
Imported client details, check-in submissions and notes you add become a short operational timeline.
- Coach notes and important circumstances
- Previous check-ins and completed actions
- Upcoming dates and unresolved follow-ups
How it works
Import the active roster through CSV, an exported spreadsheet or an existing tracker. You add personal context manually or through connected submissions; we do not ingest entire message histories.
Sarah is travelling for work; sleep disrupted.
Added by the coach.Submission outstanding.
See the note before responding.Stop checking who checked in.
Use a goodngrowth form or one supported existing-form source. The system follows each client’s agreed schedule.
- Expected → Submitted → Needs review → Reviewed
- Late submissions enter the attention queue
- Configured reminders and coach escalation
How it works
One primary source, schedules, submission statuses, a standard reminder sequence and review/resolution tracking are included. Existing forms are connected only where supported and agreed during the audit.
Sarah’s scheduled check-in is due.
No submission recorded yet.Configured reminder sent. Still outstanding.
Review the attention item.Remember what you said you’d do.
Record a follow-up, promised action or onboarding step. Let its due date bring it back to your attention.
- Create and resolve follow-up items
- Track incomplete onboarding
- One custom workflow for a recurring problem
How it works
The custom workflow is additional to standard check-in setup. Examples include incomplete-onboarding follow-up or promised-action reminders. Complex check-in branching or multiple integrations may use this allowance; further work is separately scoped.
You promised to check back today.
Record the outcome and resolve the item.Initial questionnaire outstanding.
An agreed custom rule surfaces the follow-up.The system remembers.
You coach.
$500 implementation. 30 days of hands-on support after launch. Then $99/month.