Run Effective Check-Ins
Set up a recurring check-in and keep on top of what comes back.
7 min
Video coming soon
A check-in is a form that repeats on a schedule, so you get a regular pulse on each client.
What you'll learn
Set a cadence
Assign a check-in daily, weekly, every two weeks, or monthly — it keeps recurring until you stop it.
Keep it short
Ask only what you'll act on; short, consistent check-ins beat long ones a client skips.
Review and respond
Submissions queue up on the Forms hub; review them and follow up in Messages.
Tip
The step-by-step version is the Forms guide under Articles → Coaching.
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