Coach Portal
Journeys
Communication tied to your client's actual progress. Behavior-driven triggers, curriculum sequences, broadcasts, and segments — all pulling from the same signal your coaching engine already has. Read-only demo — live firing lands with the Journeys swap.
Multi-step journeys. Triggered by behavior or time-released.
Trigger-reactive sequences enroll a client automatically when a behavioral trigger fires — onboarding, re-engagement, pathway graduation. Curriculum drips are time-released teaching arcs with no trigger dependency. Both exit cleanly when the client finishes the last step.
All sequences
5 totalWin-back — paused membership
Two touches after a paused subscription hits 14 days. Draft only — not active yet.
- Steps
- 2
- Enrolled
- 0
- Completed
- 0
- Edited
- Apr 12, 2026
New-client onboarding
Five touches over fourteen days after intake. Orientation, first-session prep, mid-week check, two-week retrospective.
- Steps
- 5
- Enrolled
- 4
- Completed
- 11
- Edited
- Apr 10, 2026
Edges curriculum — 30-day drip
Seven touches over thirty days drawn from On the Edge of Greatness — Phoenix through Eagle. Time-released, no trigger dependency.
- Steps
- 7
- Enrolled
- 3
- Completed
- 3
- Edited
- Apr 5, 2026
Drift rescue — three-touch
Three touches over ten days. Gentle, then curious, then honest. Exits automatically if the client completes a session.
- Steps
- 3
- Enrolled
- 2
- Completed
- 9
- Edited
- Apr 2, 2026
Pathway graduation
Three touches over seven days after a pathway completes. Acknowledgment, integration prompt, next-pathway invitation.
- Steps
- 3
- Enrolled
- 1
- Completed
- 6
- Edited
- Mar 28, 2026
Demo · Mock data. Trigger firing, sequence enrollment, broadcast send, and segment computation land with the live swap.