What is the "Engaged Clients" Metric?
The Engaged Clients metric represents the number of clients who actively interacted with your coaching content or platform in the last 14 days. This metric highlights which clients are participating meaningfully in your programs and activities.
Important Note: Visits alone (e.g., viewing a page or logging in) are not counted as engagement. Only meaningful actions are considered.
Learn the basics, including how it's calculated here.
Key Takeaway
The Engaged Clients metric helps you quickly spot who is active and participating in your coaching programs. While the metric provides a cumulative score for the last 14 days, understanding the specific actions clients take requires a manual review of their activity. Use this information to reinforce engagement, identify opportunities for improvement, and take action to ensure all your clients remain on track.
Why is this Metric Important?
The Engaged Clients metric helps you quickly identify clients who are interacting with your coaching programs, enabling you to:
Understand which clients are currently active and progressing.
Focus your efforts on maintaining momentum with engaged clients.
Identify potential areas for improvement in client participation across your programs.
Note: While this metric provides a cumulative engagement score for the last 14 days, understanding where clients engage (tasks, courses, events, etc.) requires a manual review of each client’s activity.
How to Use the Engaged Clients Metric
Identify Active Clients
Use this metric to see which clients are actively engaging with your content in the past 14 days.
Click "View Clients" to filter and explore the list of engaged clients.
Review Individual Engagement
Once you identify engaged clients, navigate to their client activity pages to review specific actions they completed (e.g., tasks, habits, courses).
This helps you understand which aspects of your programs resonate most with them.
Spot Opportunities for Deeper Engagement
Engaged clients are already active—consider how you can further involve them:
Assign new tasks or habits.
Invite them to upcoming events.
Share advanced materials or challenges to keep them progressing.
Take Proactive Action with Non-Engaged Clients
While Engaged Clients gives you a quick view of active users, its true value lies in identifying who is missing from this list.
Regularly check Non-Engaged Clients to spot opportunities for re-engagement.
Examples of Using the Engaged Clients Metric
Case 1: Sarah - Group Coaching and Community
Sarah runs a Group Coaching Program and a membership-based community for small business owners.
Engagement Insights:
Sarah sees that 8 out of 15 clients engaged in the past 14 days. She manually reviews their activities and finds most engagement came from forum posts and event attendance.Action Plan:
For engaged clients: Sarah assigns follow-up challenges and encourages further participation.
For non-engaged clients: She sends a personal email inviting them to join the next group session and participate in a discussion.
Outcome: By reviewing engagement and following up manually, Sarah balances activity across her group coaching and community programs.
Case 2: Tom - 1-on-1 Coaching
Tom, a leadership coach, manages 12 clients in personalized 1-on-1 sessions.
Engagement Insights:
Tom uses the Engaged Clients metric to confirm that 9 out of 12 clients were active in the past 14 days. To understand what they did, Tom checks their individual activity logs:Tasks: Most clients updated or completed tasks.
Habits: Few clients interacted with habit tracking.
Action Plan:
Tom introduces a new habit-tracking challenge during his next 1-on-1 sessions to encourage engagement with that feature.
He sends follow-up messages to the 3 non-engaged clients to check in and schedule next steps.
Outcome: Tom ensures that all his clients remain on track and finds new ways to deepen engagement in habit-tracking activities.
Case 3: Maria - Hybrid Programs (Cohorts + Membership + 1-on-1)
Maria runs:
6-Week Cohorts for leadership training.
A community-based membership program.
1-on-1 executive coaching for senior leaders.
Engagement Insights:
Maria’s Engaged Clients metric shows 30 out of 50 clients are active. She reviews their engagement manually:Cohort participants are completing lessons but not attending live events.
Membership clients are active in forums but not in habits.
1-on-1 clients are highly engaged in tasks but inactive in other features.
Action Plan:
For cohorts: Maria sends reminders and incentives to encourage live event attendance.
For membership: She adds a new habit-building workshop to encourage more interaction with habits.
For 1-on-1 clients: Maria introduces advanced course materials to supplement their coaching.
Outcome: By identifying specific opportunities within each service, Maria increases overall client engagement across her programs.
Case 4: Emma – Life Coach Offering 1-on-1 and Group Programs
Emma is a Life Coach helping individuals build healthier habits, achieve personal goals, and find balance in their lives. She runs two key services:
1-on-1 Life Coaching Sessions for deep, personalized support.
A Group Coaching Program focused on habit-building and accountability.
Engagement Insights
Emma checks the Engaged Clients metric and sees that 14 out of 20 clients have engaged in the past 14 days. To understand their activities, Emma reviews their engagement:
1-on-1 clients: Most engaged through task completion (updating weekly goals) and habit tracking (daily check-ins).
Group coaching clients: Engaged primarily by attending events and commenting on forum discussions.
She notices that 6 clients have not engaged at all, and the non-engaged clients are split evenly across her 1-on-1 and group programs.
Action Plan
Re-Engage Non-Engaged Clients:
For 1-on-1 clients: Emma sends a personal message with a gentle check-in:
“Hi [Client Name], I noticed we haven’t updated your weekly goals recently. Is there anything you’re feeling stuck on? I’m here to help—let’s get back on track together!”For group clients: Emma posts an engaging weekly prompt in the forum, encouraging clients to share one habit they successfully tracked or a challenge they faced. She also sends a reminder about the upcoming group session.
Strengthen Engagement with Active Clients:
For her 1-on-1 clients: Emma introduces an optional habit-stacking challenge to deepen their engagement with the habit tracker feature.
For her group program: She recognizes active participants by spotlighting their progress during the next session, fostering a sense of community and motivation.
Outcome
Emma uses the Engaged Clients metric to maintain a strong balance between her 1-on-1 and group coaching programs:
By re-engaging non-active clients, she prevents early disengagement and strengthens relationships.
By recognizing active clients and introducing new challenges, she enhances motivation and keeps engagement high.
At the end of the week, Emma sees an uptick in activity:
4 out of 6 previously inactive clients re-engaged through habit tracking or forum participation.
Group clients became more active in discussions, leading to richer group sessions.
Takeaway: As a life coach managing multiple program types, Emma uses the Engaged Clients metric to quickly spot who is active and take targeted actions to re-engage and inspire clients. By combining personal outreach with group strategies, she ensures her clients remain supported and connected throughout their coaching journey.