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How to use the Engagement Report to manage client health

The Engagement Report shows all your clients in one view, with an at-a-glance signal of who’s engaged, who’s gone quiet, and who’s at risk of dropping off. It’s the single fastest way to spot drift across your whole client base, so you can reach out before anyone slips away.

To open it, click Reports in your left menu. Here’s what it shows you and how to use it.

What’s in the report

One row per client. The columns tell you, at a glance:

Status: type of client (active client, inactive client, prospect, buyer), when they became a client, whether their portal is active
Sessions: total sessions, upcoming sessions, last session date
Tool engagement: how active they’ve been with coaching tools over the last 30 days, and how many tools they’ve completed
Session engagement: how many Coaching Plans they’ve filled in, how many comments they’ve left
Purchases: orders placed and total spend
Engagement badge: a color-coded label: Engaged, Quiet, At Risk or New

The badge is what you scan first. Green means the client’s signals are healthy. Yellow means they’re going quiet but not lost. Red means they’re at risk of dropping off if you don’t reach out. Blue means they’re new and haven’t started yet.

How to read the badges

A client gets an Engaged badge when they have a session booked, or they’ve had a session, used a coaching tool or bought something in the last 14 days. These clients don’t need extra attention.

A client gets a Quiet badge when their last session, tool activity or purchase was 15 to 30 days ago and nothing is booked. They haven’t disengaged completely, but they’re drifting.

A client gets an At Risk badge when there’s been nothing for more than 30 days and nothing is booked. This is the client who’s about to ghost you.

A client gets a New badge when you added them in the last 14 days and they haven’t done anything yet.

What to do based on each badge

Engaged. Nothing. Keep coaching. Don’t poke them just to poke them.

Quiet. Send a light, no-agenda message. “Hey, thinking of you, how’s the week?” Often that’s all it takes to restart engagement.

At Risk. Reach out more directly. Acknowledge what you’re seeing. “I noticed our last session was a few weeks back and we haven’t connected, want to talk about whether the timing’s still right?” This isn’t a sales pitch. It’s an honest conversation about whether the coaching is still serving them.

The point of the report isn’t surveillance. It’s that you can see who needs warming up before they drop off.

The weekly habit

The Engagement Report works best as a Monday morning ritual. Five minutes:

Open the report
Scan the engagement badges
Note any clients marked Quiet or At Risk
Send 1-2 light check-in messages to whoever needs one

That’s the whole practice. Five minutes a week, and you’re catching drift two to three weeks earlier than you would otherwise.

Why this matters more than it sounds

Keeping a client you already have is way easier (and way more profitable) than finding a new one. The math is brutal: most coaches spend half their working life chasing new leads when they could be retaining the clients they already have with a fraction of the effort.

The Engagement Report tilts the playing field. Five minutes of scanning replaces hours of marketing.

Final takeaway

Make the Engagement Report your Monday morning habit. The badges do the heavy lifting of telling you who needs attention. The light check-in does the rest. Most of your retention will happen in the warm-up messages, not in the sessions themselves.

Next in the journey series: How to continue the coaching relationship after a package ends

Set up your whole coaching client journey in LCH Core

Stage 1: Lead Capture

Stage 2: Onboarding

Stage 3: Active Coaching

Stage 4: Between Sessions

Stage 5: The Long Relationship