Coach Dashboard
Participant Overview
Monitor adherence, flag participants who need outreach, and export data.
Demo Participant
— · —
Start date: Day 1 · Current: Day 1
Milestones
Daily Adherence
Email / SMS Automation Sequence
| Day | Message | Channel | Status |
|---|---|---|---|
| Day 0 | Welcome + preparation instructions | Email + SMS | Placeholder |
| Day 1 | Your PRIME Reset Starts Today | Email + SMS | Placeholder |
| Day 3 | How Are You Feeling? | Placeholder | |
| Day 5 | Don't Chase Perfection | Placeholder | |
| Day 7 | Your First PRIME Check-In | Email + SMS | Placeholder |
| Day 8 | Welcome to Week 2 — CONTROL | Placeholder | |
| Day 10 | You're Learning Your Body | Placeholder | |
| Day 12 | Finish Strong | Email + SMS | Placeholder |
| Day 14 | You Completed Your PRIME Reset | Email + SMS | Placeholder |
| Day 15 | Your Next PRIME Step | Email + SMS | Placeholder |
Email and SMS integrations connect via the platform automation settings. Replace placeholders with your connected provider.
Assessment Completed (Non-Buyer)
Tags: PRIME-ASSESSMENT-COMPLETED, PRIME-PREVIEW
Pipeline: Assessment Completed
Checkout Abandoned
Tags: PRIME-CHECKOUT-ABANDONED
Pipeline: Checkout Started
Preview Follow-Up Sequence (Non-Buyers)
Your PRIME Reset is ready.
Message 1Your personalized plan has already been created. Your 14-day roadmap and protein target are waiting.
CTA: View My PRIME Plan
Your protein target, personalized.
Message 2Your goal is {{goal_weight}} lb, which means your PRIME protein target is {{protein_target}}g/day. That's only one part of the plan we've built for you.
CTA: Unlock My Plan
You don't need more information.
Message 3You need a plan you can actually execute for the next 14 days. PRIME gives you that structure.
CTA: Start My PRIME Reset
Do not auto-discount the program for non-buyers. Follow-up drives return to the preview, not a price drop.
Payment Automations (On Verified Purchase)
Tags applied
PRIME-PAID, PRIME-RESET-CUSTOMER, PRIME-ACTIVE
Tags removed
PRIME-PREVIEW, PRIME-CHECKOUT-ABANDONED
Pipeline move
Assessment Completed → Purchased
Sends
Welcome Email · Welcome SMS · Receipt / Confirmation · Day 1 instructions · Internal notification
Triggered by a successful transaction/order event for the PRIME product. Full access is granted only after verified payment — not on reaching checkout.