R
Raginee Mora
Coaches work from a plan for each client: where they are, what step they are on, and what happens next. Today that plan lives in notes, docs, or another tool.
Requested:
  • A "Plan" tab on the contact record (and mirrored for the client in the Client Portal): an ordered list of steps/milestones for that client.
  • Each step can hold notes, links, course lessons, and assignments (Request 1), with a status (not started / in progress / done).
  • Start from a reusable plan template, then adjust it per client.
  • Progress visible at a glance on the contact record and in the portal.
Why it matters: this is the core of how Coach Builder's Flight Plan works — an assessment, then a step-by-step plan the coach and client follow together. HighLevel has pipelines for sales; coaches need the same simple structure for client delivery after the sale.