Mentor Alliance Business Coach Kit – Client Activity
Mentor Alliance Business Coach Kit – Client Activity
The Client Activity screen allows coaches to monitor client onboarding, track CRM leads, and keep tabs on active program progress across assigned coaching plans.
Activity Category Tabs
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Active Customers: Displays clients who are currently enrolled and tracking progress through an assigned coaching plan.
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CRM Leads: Tracks prospective clients and leads currently in the onboarding pipeline.
Active Customers View & Controls
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Search Bar: Input field to search and filter active customers by name or keyword.
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Rows Per Page Selector: Dropdown menu to adjust the number of visible customer rows per page.
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Pagination Controls: Page navigation controls to cycle through larger lists of active clients.
Customer Progress Table & Actions
Table Columns
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Customer: Displays customer name and registered email address.
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Assigned Plan: The specific coaching plan or framework assigned to the client.
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Overall Progress: Visual progress bar accompanied by a percentage indicator showing completion level.
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Last Status: Status badge indicating active state or milestone completion status.
Row Action Menu (...)
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Go to Workspace: Direct shortcut to open and inspect the client's dedicated workspace.
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Revert Assignment: Option to unassign or roll back the current coaching plan from the client's profile.