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.
The starter catalog — 10 triggers across three categories.
Start strict. These ten are the signals your coaching engine already produces reliably — Delta bands, streaks, pathway completions, intake submissions. Expand only when validated coach demand proves a gap, so the Triggers page stays readable and the live dispatcher stays fast.
Delta-score reactions. A single session event drives five graduated bands — breakthrough through difficult — plus a streak detector. Each band can be toggled independently.
| Event | Filter | Target | Status | Last fired | Fires |
|---|---|---|---|---|---|
| Session — Δ band | Δ ≥ +3 | Breakthrough — session Δ ≥ +3template | active | Apr 19, 2026, 2:22 PM | 3 |
| Session — Δ band | Δ = +2 | Momentum — session Δ = +2template | active | Apr 21, 2026, 9:15 AM | 12 |
| Session — Δ band | Δ = +1 | Small win — session Δ = +1template | active | Apr 21, 2026, 11:03 AM | 24 |
| Session — Δ band | Δ = -1 | Check-in — session Δ = -1template | active | Apr 20, 2026, 4:40 PM | 9 |
| Session — Δ band | Δ ≤ -2 | Support — session Δ ≤ -2template | paused | Apr 11, 2026, 1:08 PM | 4 |
| Session — Δ streak | 3 consecutive positive Δ | Consistency — 3 positive Δ streaktemplate | active | Apr 18, 2026, 8:00 AM | 7 |
Behavioral signals from session cadence and intervention completion. Fires when clients drift, so the comms arrive before disengagement hardens.
| Event | Filter | Target | Status | Last fired | Fires |
|---|---|---|---|---|---|
| Session — missed streak | 3 missed check-ins | Drift rescue — three-touchsequence | active | Apr 14, 2026, 7:00 AM | 4 |
| Intervention — skipped streak | 2 skipped in a row | Gentle nudge — 2 skippedtemplate | active | Apr 17, 2026, 6:30 PM | 6 |
Lifecycle events — pathway completions and onboarding form submissions. Natural handoff points where a well-placed message compounds.
| Event | Filter | Target | Status | Last fired | Fires |
|---|---|---|---|---|---|
| Pathway — completed | Any pathway completed | Pathway graduationsequence | active | Apr 16, 2026, 10:22 AM | 8 |
| Form — submitted | Intake form submitted | New-client onboardingsequence | active | Apr 20, 2026, 12:05 PM | 14 |
Demo · Mock data. Trigger firing, sequence enrollment, broadcast send, and segment computation land with the live swap.