{"id":1625,"date":"2020-06-02T20:40:55","date_gmt":"2020-06-02T20:40:55","guid":{"rendered":"https:\/\/geekbot.com\/blog\/?p=1625"},"modified":"2023-06-23T13:18:03","modified_gmt":"2023-06-23T13:18:03","slug":"client-accountability","status":"publish","type":"post","link":"https:\/\/geekbot.com\/blog\/client-accountability\/","title":{"rendered":"How to Create an Automatic Process for Daily Client Check-Ins"},"content":{"rendered":"\n

Many coaches \u2014 for example, fitness coaches, nutritionists, sleep coaches,  and more \u2014 struggle with how to keep their clients accountable. It\u2019s hard to create an automatic process<\/strong> for checking in with clients on a daily basis<\/strong> to make sure they\u2019re on the right track.<\/p>\n\n\n\n

Coaches that only check in with their clients every few days or once a week (instead of daily) may find the following situation familiar:<\/p>\n\n\n\n

Say a health and wellness coach is on a call with a client. The client says something along the lines of, \u201cI\u2019m going to start meditating on a daily basis.\u201d But this never actually gets done, and it falls away until the next check-in call a few days later.<\/p>\n\n\n\n

This used to be a problem for Mollie<\/strong> McGlocklin<\/strong>, the owner of Sleep Is A Skill<\/a> (a company that helps people optimize their sleep through technology, accountability, and behavioral change methods).<\/p>\n\n\n\n

Mollie thought it was important to have a set of questions sent out to her clients everyday <\/em>to increase accountability, make sure they\u2019re taken care of, and get a picture of how things are going. From there, you can course correct, and either amplify what\u2019s working, or edge out what\u2019s not.<\/p>\n\n\n\n

Doing so on a daily basis (instead of once a week) is very important for implementing behavioral change methods effectively. The challenge, particularly with an insidious area like sleep, is that you normally have to track and take into account so many factors:<\/p>\n\n\n\n

Light\/darkness exposure, meal timing, movement timing, thought timing, consistency methods, morning\/evening rituals, and so on\u2026<\/p>\n\n\n\n

There\u2019s a lot of things that go into improving sleep. And in order to make behavioral changes last, you typically need (1) time and (2) a feedback loop that helps people become clear on how to improve, instead of getting easily discouraged, and potentially giving up on improving their sleep.<\/p>\n\n\n\n

If you\u2019re uniquely attuned to your client\u2019s behavioral habits on a daily<\/em> basis, instead of once a week, then that feedback loop becomes more constant<\/strong>, and consequently, more effective. Daily check-ins create a greater likelihood for your clients to implement your recommendations, not give up easily, and achieve behavioral changes that last.<\/p>\n\n\n\n

In this article, we share how Mollie built an automated daily check-in system for her sleep coaching clients<\/strong>.<\/strong> <\/p>\n\n\n\n

But the lessons and benefits<\/strong> in this post are irrespective of what kind of coach<\/strong> it is. They apply equally well to fitness coaches, life coaches, nutritionists, and anyone that thinks their clients could benefit from answering daily check-in questions.<\/p>\n\n\n\n

How to Implement a Daily Check-In System That Actually Works?<\/h2>\n\n\n\n

At first glance, it may seem simple to implement a daily checkpoint meeting<\/a>. Just type your daily check-in questions on a Google Doc, for example, and tell your client to answer them everyday. However, every coach knows that most clients, left on their own, will not consistently update logs and recordings \u2014 a system that prompts or triggers them to update is essential<\/strong>.<\/p>\n\n\n\n

Mollie knew that there had to be something more effective than asking her clients to fill out a doc and hoping they follow through.<\/p>\n\n\n\n

Originally, she tried building a text messaging system where daily check-in questions automatically get sent out to clients. Unlike Google Docs, they\u2019d get an alert on their phone everyday, and would be more likely to fill out the answers. However, it was difficult to set up technically<\/strong> and automate.<\/p>\n\n\n\n

So she set out to find a better way. Mollie knew that there had to be some tool or software that removes<\/em> the technical challenges that come with building a text messaging system, and allows her to send daily check-in questions to clients automatically <\/strong>(without her having to do it manually every time).  <\/p>\n\n\n\n

After some trial and error, Mollie came across Geekbot, which she used to automatically send daily check-in questions to clients.<\/p>\n\n\n\n

With Geekbot, clients wouldn\u2019t only receive 1 alert on their phone \u2014 instead, if they wanted, they had the option<\/em> to receive multiple reminders every few hours <\/strong>if the answers hadn\u2019t been completed yet. So if they dismissed the first reminder because they were busy, then a second or third reminder may come at a later, more convenient time (when they\u2019re done with that task and have time to answer the questions). <\/p>\n\n\n\n

In the interview, Mollie said, \u201cThe <\/em>ease of use of<\/strong> Geekbot and the <\/em>customer service<\/strong> was incredible because I was putting together an automatic daily check-in system, which can get technically challenging. But Geekbot\u2019s product was intuitive and easy-to-use. I could easily change the setup and functionality. And anytime I was struggling with something, Geekbot\u2019s team went above and beyond to help. Having that guidance along the way was really invaluable. Between ease of use and customer service, I felt really taken care of. So it has become a real cornerstone of working with my private one-on-one clients.\u201d<\/em><\/p>\n\n\n\n

In this article, we\u2019ll detail (1) exactly how Mollie used Geekbot to build an automated system to check in with clients on a daily basis, and (2) unique insights on the reasons behind her daily check-in process and system.<\/p>\n\n\n\n

Logistics:<\/strong> How to Set Up a Daily Check-In System with Geekbot <\/strong><\/h2>\n\n\n\n

With Geekbot, you can configure a set of check-in questions to automatically <\/em>be sent out to clients via Slack<\/a> using a bot.<\/p>\n\n\n\n

\"Geekbot