Send Coaching Clients Automated Accountability Check-Ins
Keep coaching clients on track between sessions with scheduled check-ins on their goals, capturing progress for your next session.
- 1
Schedule Check-Ins
Add a
Schedule Triggerand aCodenode selecting clients due for a check-in. - 2
Send the Prompt
Add a
Gmailnode with a short check-in form on their current goals. - 3
Capture Progress
Add a
Typeform Triggernode recording their responses. - 4
Prep for the Session
Add a step summarizing progress ahead of your next session.
- 5
Activate and Test
Activate the workflow with a test client. Confirm the check-in and capture work.
Frequently asked questions
How often should I check in?
Match the client's goals — weekly for active goals, lighter for maintenance phases.
Can I celebrate wins?
Auto-acknowledge reported wins to reinforce momentum between sessions.
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