Client management · The systems library

A Members Area That Is Personal To Every Client

What this one covers

You are looking at the members area built for Aurimas and his coaching clients, and the whole point of it is that nothing inside is generic. Every client gets their own link, and when they open it they land on their own dashboard: the check-in waiting to be started, their short, medium and long-term goals with the achieved one already turned gold, the target set for them this week, and the date their current phase ends. Underneath that, training, nutrition, step and habit consistency come straight out of Trainerize. The coach maps the phases ahead, fat loss into hypertrophy into a mini cut into maintenance, and the client watches their real weigh-ins plot against the predicted trend line for each one. Check-in history, nutrition targets, progress photos and assigned education all sit in the same place. The principle underneath it: a members area earns its keep when it holds the client's own stuff, not a shelf of resources everybody gets.

Worth stealing
"This is about being personal to the client. So it's their stuff inside there."
Full transcript

Okay. So this is the personalised members area that we built for Aurimas and his coaching clients. Now before we go into this, this is very important to understand that this is a personalised members area. This is not just we built a site, we put some stuff there, members log in and they can see some resources. No, this is about being personal to the client. So it's their stuff inside there.

Now, every single client has their own unique login and that login is essentially just a link. So when they click on this link and they open up the members area, it's their stuff inside there. So the first thing that they're met with is their dashboard. So you see here inside the overview, we can see, oh, time to check in. They can start their check-in. So with him, his check-in system, every single check-in link is unique because he already has pre-populated their Trainerize ID and stuff like that, so that we have more information to populate into their check-in, which we can go into in a minute. And then they can book a call from there.

Then they have their goals. So we can see here the short-term goal is already achieved. We have the little trophy. It's changed to gold. We have the medium-term goal. We have the long-term goal. And then we also have an event coming up in six days. Then their targets this week. They have to make sure they get their 150 minutes of cardio. This is set by the coach on the coach's side of things. And then they can see what's going on with them. So they can see a quick overview of they've been on track 82% of the time. They're down 3.6 kg. They've checked in 11 times. And then this phase is ending on the 14th of September.

Then this information here, this is directly pulled from Trainerize. So we're able to see their training consistency over the last however amount of time we want to set for clients. We're able to see the food consistency. We're able to see the steps and then we're able to see the habit consistency. Now we can also pull up HRV data and stuff like that as well, which I'll show you in a minute. But really what we want is that overview of, right, here's your habit consistency, training consistency, nutrition consistency, movement consistency. Then it also logs any notable personal best recently as well.

Then we get into the roadmap planning. So the coach is able to plan, right, well we're starting off with a fat loss phase and then after the fat loss phase we're going into a strength phase. Then we're going into a mini cut. Then after that we're going back to maintenance and then from there we're going somewhere else. And they're able to plan that bit by bit and then put in any events that they have during the time. So then the client is able to see, right, well the fat loss phase, this is what we're doing, then the hypertrophy phase, then we're going into a mini cut and then from here we're going into maintenance phase. But this is a planned phase that is linked with their actual training and nutrition data as well.

So we're able to get their check-in weights. So you'll see here we have the dotted line, which hopefully you can see on this recording pretty easily. We have the dotted line which is their predicted trend and then we have the actual line which is plotted, which is their actual weigh-ins. So you'll see here if I hover over we have the on target versus you, and we can go through just that, and then we'll see when are the events coming up. So we can actually plan them into the phases. Then from there, phase by phase, they can see roughly how close they are to the desired target of fat loss or body weight gain or body weight loss, whatever way you want to look at it.

Then on the left hand side they have the nutrition. So this is where the nutrition targets go per client, and again we can have this synced with Trainerize. So I make changes here, it updates on Trainerize. But we're able to say, right, here's your calories during the week, here's your calories during the weekend, high days, low days. We have any of the supplement information and then we have the check-ins.

So they're able to click onto the check-ins. They're able to click in here and go, right, well this is the most previous check-in. We have our weight, the change, our training consistency, our nutrition consistency, our habit consistency. Then they can go back over the weeks. They can see how often they were on track, and then what was going on with the greens, ambers, reds. And then from here they can open up this new link then which is back to their actual check-in. So they can directly click into their previous check-ins from the dashboard as well. So they are able to see, on that week this was my stats here, oh here's my workouts, here's my cardio, here's my nutrition, and they're able to see all the details linked inside there and go into more detail if they actually wanted to do that. Click back here.

Now after that then they have the progress tab. So like I've shown you with the phases, they can see inside here. They can see the phases. They can then see their progress photos logged inside here.

And then the last part to this is the education portal. So we're currently building out the education site for him. But this is where we can have Skool type education, actual course stuff. This is where we can assign things to the client. So it's not just a case of, oh, here's all our educational resources, go check them out if you feel like it. Sometimes a client will report that they are struggling to hit their protein. We're like, ah, we have a super cool resource for that. Let's go assign that to the client. So then from their check-in, with just two clicks, we'll be able to assign that into their members area here where suddenly that video on hitting your protein intake will pop up inside here and then we'll actually be able to see if they have it ticked off or not about actually watching it. So super helpful when it comes to checking did they actually do what they were meant to do.

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