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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.

difficulty Beginnersetup 30 minresult Clients stay accountable between sessions and you arrive prepared with their latest progress.—
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  1. 1

    Schedule Check-Ins

    Add a Schedule Trigger and a Code node selecting clients due for a check-in.

  2. 2

    Send the Prompt

    Add a Gmail node with a short check-in form on their current goals.

  3. 3

    Capture Progress

    Add a Typeform Trigger node recording their responses.

  4. 4

    Prep for the Session

    Add a step summarizing progress ahead of your next session.

  5. 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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