How to schedule a coaching tool to send at a future date
You can schedule any coaching tool in LCH to send to your client at a future date instead of right now. This is useful when you want something to land at a specific moment, weeks ahead, without having to remember to do it.
When this is useful
Mid-program check-ins. You’re running a 12-week program. Schedule a reflection worksheet to fire automatically at week 6. You don’t have to remember; the system does.
End-of-program reflection. Set a final worksheet to land in the last week of every package. The client has time to reflect before your closing conversation.
Anniversary check-ins. A year after a client completed your program, send them a re-engagement journal prompt or a short worksheet asking how their goals have evolved.
Pre-session prep. If you know you want a particular worksheet completed before next month’s session, schedule it now while you’re thinking of it.
How to schedule
When you’re assigning a tool to a client, you’ll see an option to set the delivery date. Pick the date you want it to go out. Save.
The tool sits in LCH until that date, then sends automatically. Your client gets a notification, completes the tool in their own time, and their responses land in the Progress Stream just like any other tool.
Combining scheduled tools with your workflow
Scheduled tools work best when you batch them. A few patterns:
At the end of every package, set up the package’s “automation”:
- Week 1: Welcome Package (already done)
- Week 4: First check-in worksheet (schedule at session 1)
- Week 6: Mid-program reflection (schedule at session 1)
- Week 10: Pre-renewal reflection (schedule at session 1)
- Week 12: End-of-program reflection (schedule at session 1)
Now the rhythm of the package is wired in. You can focus on the live coaching while the structure carries itself.
At anniversary dates, send a “where are you now” prompt. Set a re-engagement worksheet to send 6 or 12 months after a client completed a program with you. Light touch. No expectation. Often re-starts a conversation.
Final takeaway
Scheduling tools in advance turns your between-session structure from “something you have to remember to do” into “something the system does for you.” Set up your program’s rhythm once at the start of each engagement and let the automation hold the shape.
Next in the journey series: How to spot disengaged clients before they drop off
Set up your whole coaching client journey in LCH Core
Stage 1: Lead Capture
- How to use lead magnets to attract coaching clients
- How to convert a Prospect or Buyer into a coaching client
- Where to place your LCH links to capture the most leads
Stage 2: Onboarding
- How to create different Welcome Packages for different client types
- What to do if a client misplaces their Welcome Package link or portal invite
Stage 3: Active Coaching
- Your full session workflow in LCH Core: before, during, and after
- How to build a reusable library of coaching tools
Stage 4: Between Sessions
- How to keep clients engaged between sessions
- How to schedule a coaching tool to send at a future date
- How to spot disengaged clients before they drop off
- How to use the Engagement Report to manage client health
Stage 5: The Long Relationship
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