Proposed screens for feedback. Mockup only, nothing is built yet. All clients and dates are made up.
What this changes
Today ACs make three client decisions by editing Close custom fields by hand. These screens swap that for buttons in ACHQ:
Rollover check (last 28 days): active, inactive, or no further contact
Move to Committed Care (on the coaching end date)
Happy client (testimonial request)
What stays the same
Each button fills in the same Close field ACs fill in today. All the existing workflows, reminder tasks and automations keep running exactly as they do now. ACs just stop editing raw fields.
How to use this page
Switch between the three screens with the tabs. The buttons work, so click through them. Under each screen is a list of what every button fills in.
New "Client decisions" card at the top of the ACHQ dashboard. Try the buttons on any row.
Dashboard
Five9
Client decisions
5 to do
From your 28-day reminders and coaching end dates
Rollover check · 3
Mark inactive clients before rollover booking starts on its own.
Shows at the top of Overview during the last 28 days of coaching, with the date rollover booking starts.
Same three choices as the dashboard, and they fill in the same fields.
The 28-day reminder task completes itself once the AC chooses.
Happy client
Sets Happy client = Yes after a quick confirm.
The testimonial team gets notified the same way they do today.
Optional: these three fields show as locked in Custom Fields, so the buttons are the only way to change them.
The client page once coaching has ended, with the Move to Committed Care pop-up open. Pick Active or Inactive and an end date, then save. Or try "Extend coaching instead".