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Transcript

The #1 MUST HAVE TOOL FOR ALL COACHES + COURSE CREATORS!

The Client Success Scorecard

Too many coaches and course creators face the same frustrating reality: low completion rates, clients falling off halfway, and inconsistent results. The Scorecard helps you quickly identify why that’s happening—and what to do about it.

In this special workshop-style episode of The Action Mappers Podcast, I shared a powerful tool I’ve been using with clients: The Client Success Scorecard™️

The Client Success Scorecard
1.63MB ∙ PDF file
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Download

We walk through the 5 pillars of client success:

  1. Onboarding Clarity – Do clients know exactly how to get started and what to expect?

  2. Milestones & Progress Markers – Are there clear “you are here” signs along the journey?

  3. Accountability Systems – Is there built-in follow-up so clients don’t fall off track?

  4. Feedback Loops – Are you checking in and adapting to client experiences in real-time?

  5. Ownership & Empowerment – Do clients walk away feeling confident, capable, and ready to apply what they’ve learned?

Then, we score each category (1–5) and then tally results to reveal if your program is a Broken Engine (0–9), producing Inconsistent Results (10–15), or primed for Scalable Success (16–20)

👉 If you haven’t yet, download the free Client Success Scorecard™️ below and score your program. Then, DM me on LinkedIn with your score and we can set up a 30- minute clarity call to review the results and I’ll give you 3 custom steps to strengthen your program’s success engine.

The Client Success Scorecard
1.63MB ∙ PDF file
Download
Download

Can’t wait to see those scores!

—Tamar

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