Transcription
We go. We are all right. We're recording. Gosh, what is this? Is this like four, number four webinar that we've done with you guys? I have not enough. I, we need to do more of these. Not enough people need to do more of these.
So for those of you who don't know, this is Trevor. You're a Founder, right? A Founder. I am, yep. I'm one of the founders of Coach Catalyst. Okay. So Coach Catalyst is the very first platform that we, um, jumped in with when we launched Primal Pro. And we picked Coach Catalyst because it was easy to use, it had the functionality we wanted, and it was reasonably priced. And oh my gosh, the most responsive in terms of support. I have to say, your support team is phenomenal. They get back to me in no time. Anytime I have a question, even though sometimes my questions might seem a little like, really, Laura? Like, there's an article in there, but everybody is always really gracious and everybody gets back to me in no time. So that's equally as important in my opinion.
So we're gonna jump in. I'm gonna let Trevor talk more about Coach Catalyst, share how it works, but then also, you know, kind of get into, uh, the updates here are the things that you guys about it. So take it away.
Let's do it. So, um, let's pick my gum out now. Now we're serious because the instructor doesn't get mad at me. Um, yeah. So, um, thank you, Laura, for the intro. And I'll give you guys a little bit of background on Coach Catalyst first because I think it's really important in, like, whatever platform you guys choose, like where the founders are coming from, where it came from, where it's going, and like what his intentions are.
And so we come out of the gym space. Um, and so I am still in the gym space. I own four different facilities and we use Coach Catalyst every day in our facilities. Uh, we use it with communication, we use it with all of our challenges, we use it with all of our programming. Like, we use it in every facet of our facility. Um, so I'm both on your side as a user, but then I'm also can influence the development side. And I tell a little story about how Coach Catalyst came to be because I think it'll resonate with you guys.
And so we used to run a lot of challenges at our facilities early on. Uh, like six-week challenges. That was a way for us to kind of attract new clients. And we did a really good job with them, especially from a training standpoint. Um, and then from the instruction standpoint, it was kind of so-so. They would get information like a PDF, um, that they would could download, users like emailed to them, and then they were just kind of responsible for handling their nutrition. And we had a promise that we were going to help someone lose 10 pounds in six weeks during that challenge.
And there was one moment when I had a client step on the scale at the end of the challenge, or was it anybody actually? And she does a little in-body scan. Uh, and she ends up gaining weight. And so as a coach, I just feel terrible, right? Because my whole role in this process was to help that client be successful. And I didn't know that the client wasn't successful. She was showing up for workouts, she was doing all the things she needed to do that I could see that were visual, but she just wasn't handling the nutrition side of things as well as, um, I needed her to in order to accomplish that goal, right? So that was kind of the last straw that really kind of broke the camel's back to say, hey, we need to do something about this because there is all this time that clients are spending away from us, um, and we're not able to influence that very much.
And this was probably, you know, this was, I don't know, now probably 10 years ago, give or take, until a little bit before kind of the digital revolution, digital age. Um, and so we decided to embark and kind of create this thing. And as we've been developing this thing, we've really come to come to terms with like, what is coaching at its core? So when we think about what is coaching, there's really three main components that we've decided are the core of coaching.
And the first one is education. So as coaches, we need to educate our clients. We need to teach them the what, the why, the how, right? We need to educate our clients along the journey. And someone day one needs much different education than someone at day 90, right? And so we need to provide this kind of like educational journey. So the best coaches in the world, they educate their clients along the process.
Laura, do you have anything you want to say to that?
No, I, I just, I feel for this woman. I feel for you because I, I know what that's like. Um, I owned a gym for nine years and women are a little more, they don't respond to exercise the way men do. And to your point, a big chunk of her success was going to be outside of her time with you and not being able to have line of sight on that, especially for those individuals that are more complicated, right? Over women, things like that. I just, I feel for you there. And and in terms of education, I agree. Here's, here's one thing I would say because I know where I think I know where you're going next. Education is just one piece, right? There are a lot of coaches that rely almost strictly on it, and that's not, and I would probably argue that out of the three that I'm going to tell you about, education is the least important.
Um, and so education is one component of it. And the next one is connection or communication. And this one may actually be the most important, uh, based upon data. And so, um, connection is really the no, like, and trust factor, right? The more a client trusts you as a coach, the more successful they're going to be, right? And so that's easy to do in an offline world where clients coming to me two or three days a week, I'm looking them in the eye, I'm taking them through exercise sessions, and I'm getting to spend, you know, three hours with them every week, 50 weeks out of the year, right? You gotta actually be really bad at building relationships to not build a relationship over the course of a year, right? You have to try to not make that work, right?
And so because we're in an offline world, it just happens naturally, right? You get to see mannerisms, you get to see people's good days and their mediocre days and their bad days, and through all that, you build a connection. But when we move into an online digital format, it becomes a little bit more complicated because you don't have that built-in human component. And so when we were thinking about Coach Catalyst, we really thought hard about, and we still think hard about, like, how do we help a digital coach create connection with their clients? And the number one thing that we've come up with right now is video, right? And so video is by far the best way to create a connection with someone that you're not in person with. Think about the people that you follow on YouTube or you follow on TikTok or whatever. If you were to meet them in real life, you would actually feel like you know them a little bit because they share about their life, because you get to see their mannerisms, because it's a video-first format. Um, and you're connected with them. They might not necessarily be connected with you because they're not watching you, but you're connected to them, right?
And so we can create the same thing with our clients in an online digital space through, like, video content. So taking something that's written and talking through it or teaching something doesn't necessarily need to be exact, but being on video more often throughout the client journey is going to build a stronger connection with that client. And it's actually probably more important early on in the client journey than it is later because those first seven days, the first 14 days are critical in a client's longevity with you. And so the more video we can do along those first two weeks, the better that relationship is ultimately going to be with that client. So that's huge. And that's just kind of like content video. Like it's just, it's just mapped out, right? Like you can just do that. But then the other stuff is this kind of like spontaneous type of video, which is like, I send a video message to a client, right? If I said, if I send, if I send a message to a client that was like, "Hey, I just, uh, went over your check-in and things look great. Keep up the great work." If I wrote that out, okay, that means one thing. If I did an audio message with that, that's another thing. But if I did a video of that exact same thing, except the exact same verbiage, that is going to be perceived immensely different than me just sending that text. Or even the audio. Audio is good. Audio is better than text, but video trumps all.
And so one thing early on was, we want, like, "Hey, you should just be able to pick up your phone and record a video and send it to your client." Like, that was a critical piece of what we're creating because this idea of connection is really, really important in the coaching process. And we need to make it as easy as possible for a coach to be able to do that. Does that make sense?
Yes. So if you are a digital-only type coach or you're an online coach, find ways to do more video, no matter what you do, find ways to do more video. Um, and try and teach with video as much as possible because they want to see you, okay? They want to see your mannerisms, right? If anyone on this call were to meet me, let's say a week from now, you would feel like you know me a little bit because you hung out with me for 45 minutes to an hour, right? You get to watch me kind of move around. Um, that's just part of this building connection, relationship-building process, right?
So second one is connection. Third one is accountability. So if we break coaching down into its absolute simplest form, right? The proton, electron of the world, right? The simplest, simplest form, right? Getting the client to actually do the thing they're supposed to do over a long enough period of time is ultimately what coaching is because if you do that, they will ultimately move towards the results, right? And that's the hardest part of the process is actually getting the client to do the right work. And part of the kind of art of coaching is if they aren't able to execute on the thing that we maybe agreed on initially, then you as a coach come in and figure out what can they execute on, and then we start to build a little momentum. Maybe they're working on the wrong thing and we need to work on something different. Maybe the thing is too complicated and we may need to make it easier. But ultimately, you need to have that client taking steps in the direction that they want to go. And that comes down to accountability.
Which then brings another problem in this kind of world, and I call it the gap. And so if I'm meeting with a client in, like, a typical format, I may meet with a client one-on-one. We sit down and we're talking, right? And I'm helping that client accomplish or help them figure out what they want to accomplish and the action steps to get there. So we figure out the action step that they're going to do. Let's call it drinking water. So we decide on drinking two liters of water. That's going to be the right amount for them to be able to accomplish. Nine times out of 10, awesome. Now the client falls into the gap, okay? I don't know how that client is doing once they leave our conversation. And it's not until they come back a week later, two weeks later, a month later, that we spend the first 10 minutes, 20 minutes trying to rehash how that last two weeks went or that last 28 days went. And anyone that's been working with clients for any period of time realizes that information is suspect at best that you're getting back from the client. We have recency effect, we have the things they're kind of wanting to please their coach, so they might be talking about things in, um, a better light than what's actually happening, right?
Um, and so we waste a lot of time in that next session trying to get inaccurate, at best, information. And so Coach Catalyst, how we were thinking about this is, it's a tool to fill the gap. And so now I can look at my dashboard and see, like, "Okay, how well did this client actually do?" Right? And we can have a conversation about data. And there's no right or wrong, there's no good or bad, there's no anything. It's just like, it is what it is. Cool. And if we did poorly or we didn't do as well as we wanted to, cool. We can figure out why that happened and help that client be more successful. Or in a perfect world, we catch it when it starts trending in that direction and we help improve it before they come back to that next meeting. Like, that's the secret, right?
And so we don't waste two weeks, you know, moving in the wrong direction because we've all had that client that was like, "Hey, we're going to work on this." And then they go away, and then something happens. The dog throws it on the carpet, the kid gets sick, all life happens, and then they just don't do the thing, right? Because it just, life happened, and that thing just took a back seat because it was new and it was different, and that's just human nature. But if we could have seen that after two days they weren't doing the thing, we could intervene and help them find a thing they can do based on everything else that is going on in their life, right? But without really technology, we can't really get that. Or there's a lot of manual follow-up, sending a lot of text messages, sending a lot of emails, and that's not necessarily a scalable process across, like, a couple people.
Um, so that's kind of the foundation on, like, who Coach Catalyst is and, like, what our thinking is around this. We come at this technology as coaches first, um, and then technology people second. And so, like, we kind of figure out, "What do we need as coaches to help clients be successful?" Okay, now let's figure out how to build that in, like, an easy-to-use type of format. Um, and so that's why when you kind of, when we get in and look at Coach Catalyst, you're going to see there's like a level of simplicity to it, because again, we're prioritizing these, like, three things: education, connection, and then accountability. Those are the things we want to kind of build the software around.
So, and if you guys have questions, I've got chat open on a different computer here, so a different screen. So if you have questions on anything, just drop it into the chat and then we can, uh, and we can, uh, address it as we go along. And I also apologize, I sound like a pre, like a pre-puberty, uh, human right now with my voice cracking stuff. I'm just kind of getting over a cold and it always has a tendency to sit in my throat. So, what do you do?
All right, let's share some screens. Let's get you going. Laura, do you have anything that you want to add or chime in?
No, I mean, I would just add, I mean, I, I have found the platform works really, really well one-on-one for sure, but we've done a lot of group coaching and some corporate wellness coaching, and it's, this really makes it difficult for people to hide. Um, because I can see whether they are, you know, ticking off the action items that, um, we've asked them to in the program. And if there's, you know, so every week or so, I'll just pull a list of the people that, um, weren't at over 50%, and I just message those people. It allows me to continue to communicate and just ask why. And I'm like, "I just need to know, are you just really not into this and that's not your bag? And what else do we need to do? Or are you just like, like checking the box isn't important? Yeah, I'm here. Yeah, I'm engaged. I'm just not clicking the button." And I'm like, "I want you to get away from the click the button and realize it's just your way of communicating with me. It's your way of just, with a click of a button, you're communicating with me like, 'Hey, Laura, I see you. I'm here.' Even if the answer is no, I didn't do it. Right? That's also useful information." So I have found that the way this functions makes it really difficult for people in large groups to hide and allows you to engage with them. That would be, you know, some feedback there.
Yeah, absolutely. And so that's actually one thing that we talk about with new clients early on in the process because we're using this with all of our clients every day. And we say, "We don't care how you answer done or not done. You did the thing or you didn't do the thing. I'm indifferent. I could care less one way or the other. It's all just information for me to ultimately help you be more successful." So if you are doing things, awesome, we're going to congratulate, celebrate, and we're going to help keep pushing that forward. And if you're not doing it, well, that's fine too, but we're going to figure out things that you can do well. But if I don't know that you're not doing well, I can't help you. And so this is just, I like how you said it, the process of communicating with me as a coach.
And so I can easily see, like, what you guys see here is like our client dashboard. So we can easily see how successful our clients are being with with certain actions. And I may sort this by, let's say, the last seven days. So I can see like, "Hey, over the last seven days, how successful have my clients been with their stuff?" Again, we come back to this idea of accountability. If I don't know how someone is doing with the things that we want them to do, I can't help them be successful. And this at least allows me to then have that 10,000-foot view. And now I can dig into details with people if I need to, right? But this is what helps us to scale. Like Laura was talking about, so we can work with 10, 20, 50 people and still provide what we call the one-on-one training experience or the one-on-one coaching experience. So each client should feel like they're getting an individualized experience, but we can do it at scale because we're utilizing technology. We call it Coach Catalyst, helping coaches become super coaches. And so we augment, we use technology to augment you as a coach. We're not trying to replace coaching by any means. Like the goal is to allow you to work the same amount of hours with 50 people that you did with 10, right? So that you can ultimately, you know, create a better business, make a bigger impact, and stay in this industry for the next 30 years, right?
So this is our main dashboard. This just gives us the kind of rundown of how clients are doing this recent. Right here, this tells us over the last seven days how successful a client has been doing with actions that they needed to complete. If it's green, they mean they did their things. If it's red, that means they didn't do any of their things. And if it's yellow, that means they did some of their things. So it starts to inform you on how should I start the interaction with that client or who do I need to dig in a little bit deeper. If I see greens across the board, like let's say these two clients, I can just shoot them a congratulatory message. And we do what's called bulk messaging. So I can send the same message to both people because I would probably say the same thing to both of them anyways. "Hey, it looks like you're killing it. Keep up the great work. Let me know if you have any questions." Right? Just that little touch point to let them know that, "Hey, I'm looking at your stuff. I'm seeing what's going on and, uh, you're doing a great job." So we can kind of do stuff in mass. Maybe that's, you know, I'm doing a Zoom call or something like that. I can message a bunch of people at once. But we want to think about, or what we think about at Coach Catalyst is this idea of scalability. So how do I do this across a lot of people?
Now, if I wanted to dig a little bit deeper into a client, I could click on any of them here. I'll click on Azure and we'll go inside and, uh, take a look at his client journey. So inside of Coach Catalyst, there's two main terms that we use a lot that I think are important to understand. The first one is what we call a journey. So a journey is specific to each client. Every client has a unique journey. And think about a journey as just a calendar. What's showing up on that client's app today, right? So the client can either operate via the web or via the app. Most people opt for the app because it's simple when they have their phones with them all the time. But this tells me what's going on with this client's app today. They had a lesson today going forward, okay? Something really simple, just like that. Lessons can be multimedia. They could be video, they can be audio, they can be text. Think about it almost like a blog post. And then you can set those lessons. If we build a program, which is this thing we build over here on the side, and then we assign it to a client, and we can assign those at once, or we can just build one-off.
And this client has a bunch of actions they're working on right now: drink only water, consume a variety of fats, make smart carb choices, eat lean protein with each meal, and eat five fists of vegetables. You can customize any of the stuff to be whatever you want, right? You could do it a la carte for a specific client, or you could do it as part of a program where everyone's kind of going through the same curriculum. The best way that I like to talk about this analogy is like our traditional school system in the US, right? Is everyone starts on this date. These 30 kids are all going through this program together with the instructor. The instructor is helping them, but everyone pretty much moves at the same pace. So that's what we consider like a group-based program. You have a 12-week program, you have an eight-week program, you have it all built out already, and then clients are just all moving through it together at the same pace.
And then we also have like the, I call it the tutor model, where you're working with a client one-on-one. You have kind of the same curriculum, right? They still need to learn the same things, but the order might be different, right? Because they need something different first, or you may need to customize things, you may need to slow it down because they need to spend a little bit more time on this versus that. And so that's what we call the a la carte method. And then if I wanted to create a la carte for this client, let's say I want to come in and this client wanted to work on, we'll stay with the water example, "Drink two liters of water." I'll grab that action right through there, give it an icon, say, "Hey, I want this to repeat for the next 14 days." And then I'm going to come in here, change that to 14, and then hit add that action. So what that's going to do is now it's going to add that new action that that client is going to be ticking off every day.
And actions can be whatever you want, right? They could be something like this, "Drink two liters of water." They could be, if you want them to track their macros, it could be "Track macros." It could be "Walk 10,000 steps." It could be "Do 10 minutes of activity." They can be whatever you want. So you can customize them to the individual if you want to. So actions are kind of the core of accountability, right? The client, we want the client to kick something off, right? We want them to to do something every day. And then we can see how well they're doing. And then if we want to add content around that, we can with things like lessons. So I'll just grab one here, the "I hate water" lesson. Cool. And a lesson could look something like this, right? "How to make water more enjoyable." And you can have links in here, you can have PDFs in here. Think about these as almost like a blog post. And I could add that in if I wanted to. And now we'll see that lesson show up.
So for new people, uh, I should, I should say for old people that have been using Coach Catalyst, we've recently instituted something called forms. So forms is another way to collect responses from your clients. And I'll pull up just a generic form, like a weekly check-in here. So there's a bunch of different questions that you can ask in a form. One is, it's like one to 10, right? So here's an example of a question: "On a scale of one to 10, how confident have you felt about following the program guidelines?" Cool. Like, like they can give you that answer. We have open text fields like this. And then we have other fun questions. Uh, we're going to add one in called "The number." So maybe you want the client to track their weight, right? Maybe you do every day, maybe you do like a morning weigh-in every day. So we can have a weight and we can tie that weight to our weight metric. So that means that when they enter in their numbers here, that's automatically going to update their graphs under the weight metric. And so it's another way to collect data from your clients and then graph it over time. And as long as we have a metric set up in the back, back end, we can create that. You'll see it's already populated with pounds here. And then the client can enter that in, and then that's just automatically going to populate our graphs. So there's a lot of different ways that you can utilize something like that. It could be like a biofeedback, right? If you're doing that type of coaching where you want to track that stuff over time. It could be metrics like weights or body fat percentage or circumferences. It's really anything that you want to track and graph over time. So that's that one. And then the other question, I don't think that we had in here was a multiple choice. So you can have multiple choice type questions here as well.
But common use cases for forms are going to be like a weekly check-in. Like once a week, you want your client to fill out a number of things, very similar to this one. And I'm just going to grab this one and then I'm going to put it on, like, a Friday. So we can drag and drop over there. Could be a weekly check-in form. Another common one is like an initial intake form. So that may look something like, like a nutrition questionnaire or something like this, where we go through and we're just collecting all this information from a client. And one of the reasons and benefits of doing it inside of Coach Catalyst is you can make this as part of, like, your maybe onboarding program, where you have a seven-day onboarding program for any new client that comes in, and you just collect all the information you need to from that client in those seven days. Maybe day one is like a video from you welcoming them into the program, talking about what they're going to get over the next few days. And then maybe tomorrow, they have this intake form that you have them fill out. This form will then be stored with the client, and also with all of the other forms. And then you can review that. And then maybe on day three, you're going to talk another video of you talking about the program and how they can get the most out of it, and then asking them to maybe book their initial call with you. And then you have the link, county link in a lesson. And so you kind of build out this onboarding for any new client coming in so that everyone has a consistent experience. So whether you have, it's just you, or you have 10 coaches, you can provide the exact same experience for everyone coming through.
And then because we can see the actions, right? The action could be "Book call." Right? They're going to check that off as done. And I can just look at my dashboard and look for greens. Good. People are good to go. Reds. Okay, I need to follow up with something in the process, right? So you can start to create some really cool processes with forms now included in that.
So do you have a question? Yeah, go ahead. Laura, do you have anything with that? So where is that data stored then? Is it just under there?
It stays with the client, but then it's also under the, let's call it the weekly check-in, right? It would be under that client's profile, but then it would be under the form, "Weekly Check-in," where anyone that fills out "Weekly Check-in" would be there as well. So let's say you have 15 clients that are all filling out that form every week, you can just go to the "Weekly Check-in" form, go to all the submissions, and just go down the line and look at them and review them rather than having to click into each client account. But it lives with the client as well. So I could click on forms and any forms that this client submitted would be right in here for them. So that'll keep it over time, especially if you try to compare, you know, different forms and that kind of stuff.
So other things here on the journey. Um, we've got, uh, so we got forms. We did actions. We talked about lessons. Next one is messaging. And I think this one is super powerful, uh, because all of us want to do this stuff, but we get busy and forget. So let's say a client, uh, tells you something important that's happening in their life. Maybe their kid has a soccer game on Thursday night. Maybe it's a conference championship. Awesome. As their coach, I would buy if I follow up with that client. I'd be like, "Hey, how did Timmy's soccer game go?" But I'm probably going to forget Friday morning because I have lots of other things going on. And so I can just come in here Friday morning and schedule that message to go out, right? I could use something that I may have already created, or I could just create something from scratch. And I could pick the time that I want that message to go out. And we're just going to put in some gibberish here so that we can get through this. And then let's say we want to go out at 10 AM. And then I create that message. And now that message is scheduled to go out right there. So I don't have to remember to do that follow-up with the client. I just automatically have it there.
It also works really well after, like, one-on-one calls if you want to follow up with that client maybe the next day or two days later because there's something new that you're working on. You can just schedule that right on that call to go out. We call it programming the prompt. So you program the prompt so you don't have to remember it. And then once the client responds back to you, now you can start having that organic conversation, whether it's just clicking the little message button and seeing everything here and communicating with the client, or going into your full-on inbox to communicate with the client. But that's something that you can actually program as well. Excuse me. If you're, let's say, building that onboarding program, you can have automated messages that go out, maybe one on day three, one on day five, one on day seven, that correlate with what might be going on in that kind of onboarding program, or any client journey for that matter.
And so how we teach all of our coaches to think about it is, you want kind of like a baseline communication structure that happens no matter what. So if you don't do anything, there's a certain, there's certain things that are going to happen. So more kind of generic type questions at different kind of touch points throughout that client journey. So you add that so that we have a baseline, and then you add kind of personalized stuff on top of that. So now that creates a really nice structure of connection and communication with that client that provides an incredible experience and really builds this connection, communication thing that I kind of talked about at the beginning.
Can I, can I just type in there too, like, um, so all of these lessons that, um, Trevor are showing you, all these actions that he's showing you, and all these messages, Primal Pro has all of that pre-built based on the curated client journey from day one. And I can't even tell you, especially with a large group program, how helpful it is for the, so the, the messages we've built into Primal Pro are often related to where that client is or where the entire group is, related to the program. And some, a lot of times, it's relevant to the actual lesson where we're able to add a little bit of color or something like that. You can absolutely change those. But so every single of the 150 people that were in, you know, our last corporate wellness program, every single person got a message from me that sounded like I typed it that day and wrote it to them. And it prompted, prompts many people to reply back to that. And then I can also send out bulk messages, like Trevor was saying, "Hey, on our last call, someone was asking for my recommendations on a clean whey protein powder. Here are the ones I use." Boom. And I can send it out to everybody. And then I also have the ability to do it just one-offs. It's got so much functionality, and I, I love it. I have yet to find a platform that works that way. I like it.
Yeah, so you can ultimately build that client journey. And here's kind of an example of what inside of the Primal program looks like. But you have all these lessons going out, and you start to figure out, kind of like, at certain stages of your program, like what's going on in that client's head. And once you've done it enough times, you really get a, you really get a good feel on where clients are at. And then you interject with that message because you already know they're thinking about it. And that's how you start to craft, like, a really cool, meaningful program. And then you can just repeat that over and over and over and over and over again. So that's that stuff.
And, uh, the last thing in there is workouts. So if you want to do workouts, whether it's sets, reps, exercise videos, we have like a database of 1200, uh, videos that you can kind of build from. Um, and so that's all in there if you want to, if you want to program workouts as well. But the next thing I want to kind of dive into is, uh, resources. So this, depending on when the last call was, this may or may not be new. But resources is like the, basically, I call it the Google Drive for your business. And so this is where you can add resources. And when I say a resource, I'll kind of show you what those resources are. Um, it might be an image, it might be a PDF, it might be a link, it might be a video. But a place for you to organize those resources, okay? And so we have like, maybe your meeting link in here, um, or maybe we have like, called the super guy. And then I can click on that and see that document that's in here. But this is not time-based. Right? So everything I've showed you before is typically time-based. The client's going to get information on a certain day. This just lives here in the folders.
So I've found a few big use cases for folders. One is recipes. So if you have like a collection of recipes, you can collect them all into a folder. And you can even break it down into like, um, chicken recipes, or beef recipes, or vegan recipes, or vegetarian recipes, or whatever, and have different folders for each. That's one. Meal plan, meal guides is another really common one. One that a lot of coaches now are also doing is recommended supplements. And so there's things that we recommend to clients over and over and over again, whether it's supplements or at-home tools or things like that. You can create folders with all those, have your affiliate links, so that when a client clicks it, right, you get paid if they end up making a purchase. And so it allows you to create another revenue stream for your business. And then you don't have to like constantly, um, be sending the same things over and over and over again. Like everything is there for their clients to be able to access at any time. And so another one is like follow-along videos. If you have like follow-along yoga flows, or you have follow-along, uh, workouts that you want clients to do, you can create a database, put all the videos in there, and then the client can just hit play and watch the videos right there in the resource folder. And so you can create as much as you want with resources, but it's just another way to kind of house all of your information. I love it.
Cool. All right, let's, uh, move on to the next one. Uh, I believe communities are here, but it's worth just touching on again. And so communities are like the internal Facebook group for your business, right? So when you think about Facebook groups, you think about posts, you think about likes, you think about comments, you think about app mentions, um, and you can basically create your own. And so you can have a group with everyone in it. You can have a group with just a couple people in it. I know, uh, one person in here talked about food like journaling, that kind of stuff. I actually use communities as a way for a client to journal, or I'll have a community with only one person in it. Um, and then that client uses it as their journal, or they just make posts, right? If I want them to journal their food, they write their food down and hit post. And the cool thing about a community is you have the ability to do comments on a post. And so it helps keep everything organized, right? And so, um, if I have this post right in here, right, um, and then I can make a comment on this particular post. And so if the client posts, I can make a comment. I can at mention that client, which will give them a push notification. They can then comment back, and so we can engage right here in a public forum. Right? This is the only place in Coach Catalyst where clients can interact with clients, but it's all public. You can't DM or do anything on the back end. We want to keep everything, uh, forward-facing so that, um, nothing, like ultimately to your business, right? And you need to be able to control everything. And so if you have clients DMing on the background of a platform that you're controlling, I would say that's more of a liability, uh, than anything, because if anything inverse happens, it's ultimately coming back on you and as a business. And so you want to have all that front and center where if I can easily delete a post, or I can report a post if something is going on, or you can control it.
So as far as the journaling aspect goes, I use journaling all the time with clients. I may have them post a picture of their food, but then I want data around it, like, "Hey, what was your hunger levels going into that meal? Or your fullness level coming out of that meal? Any emotional things going on?" Yada yada. We can kind of craft a post, and then the client and I can go back and forth. It keeps it a little bit cleaner. So that's just kind of a random use case for communities. But then you can use them in all the other ways. We use communities doing posts, especially engagement posts. You can schedule posts for, like, a six-week challenge, driving people here to interact with each other. One thing that I say about communities is, is if you're not willing to engage and drive the engagement in a community, whether it's a community on Coach Catalyst or Facebook or anywhere, is it will die a quick death. And so you need to have engagement in a community. And engagement has to start from you, and it's through engaging posts. And so what we've done a lot of our challenges in the past is like, one action item, once a week, is to make a post in the community. And we'll make a post, and we want people to comment on it. So a post might be something like, "What's your why? Like, why did you join this challenge?" And they need to write their little why in the comment section. Or, "What's your favorite recipe?" And then they link to their favorite recipe in the comments section. And so we want to drive engagement through these posts. And we typically drive engagement through actions as well. We make it part of the actual challenge to participate in the community.
And one thing, because I think probably a lot of people on here will run challenges, is a good way to think about challenges too, is, um, is incentivizing behavior more than you incentivize results. And so a lot of people will give awards to someone that loses 10 pounds, or they do this or that, which, which is fine. Um, but results, they're a little bit more challenging to control. But behaviors, you can control. And so what we do is we actually incentivize based on behaviors. So we say, like, "Hey, if you hit 80% or higher of the actions that we ask you to complete over the course of the six weeks, you win." Right? And winning might be like a t-shirt, it might be a coffee mug, it might be a keychain. It doesn't need to be anything big. We've given away trips, like we've given away vacation packages, and we did not get any greater participation when we gave away a vacation package versus when we gave away a coffee mug. Really. It was no different. Like people just like to be recognized and they like to win things. It doesn't matter how big that thing is. And so like, if you are a coach that's just starting out, you want to find a way to recognize them, right? And so, so we recognize based on behaviors, and typically based on the percentage of compliance, right? Because that's something they have direct control over. Did you drink your two liters of water? Did you walk for 30 minutes? Did you eat vegetables with every meal? Right? They have direct control over that. And then the results will come because we know as coaches, if you just do the behaviors consistently long enough, the results will come. And so we want to make sure that we're incentivizing the right things.
So many times, part of the incentive is this community aspect where on one day, they'll get a point, quote-unquote, point for posting in the community. They're going to take it off as done, right? And so then we can look at the end, "Okay, out of, you know, 120 potential points, you got 110. Awesome, you win." Right? Um, and so that's one way that we drive more engagement through here is because we incentivize it as part of the challenge, right? Because now even the people that maybe aren't the ones that want to engage, they want to win. And so they'll go and do it. Then. And those are just kind of some of the tricks that you have to play in order to drive engagement. And the scariest part is the first engagement. But once they get through the first engagement, subsequent ones become a lot easier. And then you can build a little momentum around it. And then you can get more organic engagement after that. But initially, you really have to.
To be, uh, cognizant of it. And you have to kind of have a plan to drive engagement. So hopefully, that's, that's helpful in any community that you're really driving. If there are any limits as to how many communities you can have. So I think Justice Justin did this sort of answer, kind of answer your question about this journal function or journal feature. Is the idea behind using a community of just you and the clients so that you can truncate conversations and sort of journal entries in one area and it's easier to find rather than scroll.
Correct. Yeah, so you could do it through the message thread, but again, it's a message thread. And so anything else that goes into that thread will chop things up. And so, um, so I've Cho, I mean, you can do it through the message thread and that's just a fine function as well. But I've found that it helps you to, yes, you have like, you have a topic and then you have comments on it. You have a topic and then you have comments on it. And you have a topic and then you have comments on it. So it's a little bit cleaner when you're talking about things. You can see specifically what you're talking about versus in a thread, you're kind of hoping that they kind of know the thing that you're talking about. We don't have like replies to things yet on threads. Um, that's something that's kind of in the works. But, um, right now, this is kind of how we operate with it. So Justin's saying he was thinking of something that would allow them to use it as a personal journal, not something as a coach. I can see it would still be private. I would just have them use a journal, journal app, then like just have them download a journal app or something on their phone that, that they can kind of do it. The other thing is you could create a community for them and they just keep their journal there. And then you, the coach, oversee it, but you're not necessarily like commenting on things. You're just using it more as information, right? But if you don't want to see it, then just find a cool journal app that they, that they like.
Um, all right, next one. This is, this is new. It's all called payments. And so you can basically sell your programs directly through Coach Catalyst. Um, so you can create a program. This one here, we'll call it like a seven-day Kickstart, right? You can create a program. And then the cool thing about creating it inside of here is, um, we can, we're going to edit it because I'll show you everything else. So you can create either a product or subscription. So a product is like a one-time, seven dollars for this. So subscription is like every month, hundred dollars every month for however long you want it to go. And then the fulfillment can be inside of Coach Catalyst. So now we can start to do all this fun stuff. So you can say, hey, when someone purchases this program, I want you to put them on this program. I want you to start it tomorrow. I want you to start certain day of the week. I want you to start on a specific date. I want you to add this tag to them. I want you to add them to this community. I want you to give them access to these resource folders. I want you to have them, uh, you know, tag them with these coaches. And so you can create automation afterwards. So if you are starting to do things at scale where you're bringing in 15, 20 people into a program, rather than having to add them one by one or with a CSV file, you can have them purchase and do everything right here. And then it automatically brings them into the system. And so you can create kind of these mini sales pages. This one isn't very pretty, but you'll get the idea of it where you could have video, text, all of that. And then they just simply hit the purchase button. And then it connects them right away with, um, connects them right away with Stripe. So everything is built off of Stripe. And then they can go in, put in their information. And once they pay, cool, they get added into your system automatically.
Um, so that's kind of a new feature that we've developed. Um, you can have all different types of products. You can have inexpensive ones. You can have monthly recurring ones. Run your coaching programs through it. And all those are tied to clients as well. So you can click on a client and see what they've purchased. Um, and then if you are running more of a business through it, you can start to see your total revenue, monthly recurring revenue over different time frames, look at different products, and just kind of see some business metrics more than anything else there. So that's something that's kind of new, but makes it easier again for coaches to, to do that. And so Joseph asks, so the processing fees for this one is 3.9%. Um, and it's all through Stripe. So there's nothing on top of that. So I think it's, I think it's 3.9 plus 30 cents per transaction or something like that. But it all runs on Stripe. So you'd also have access to the Stripe dashboard too. But you can do most everything right here from this overlay. But basically, when you're building it here, we're just making it easier to build a product in Stripe.
Um, from my recollection, you've got the ability to do a one-time payment or is it, is it a one-time payment or subscription? But you don't quite, you don't have the ability to do like a three-pay kind of like that has an end date or did that? Yeah, so you can do it. You can do a subscription. But let's say you choose the frequency. Okay, I want this to be weekly and then stop it after three occurrences. You can do that now. Okay, good. Yep. So you can kind of customize it that way. Or you can have it never ending, right? So you go until the client tells you to stop. And so you can structure it that way. And you can also do fulfillment outside of Coach Catalyst. So if you're selling a t-shirt or a reservation or something like that, you could sell it through here and then fulfill it in person or shipping it or whatever. Um, so again, that just helps kind of streamline things. Yeah, Justin, if you're already using Stripe, I, I already had a Stripe account too. That was, so when you go through building all this out, if you already have a Stripe account, it'll kind of ask for your Stripe login and then it connects it right with that account. It creates like a sub account under that one. So it keeps this separate in that account, but it's all with the same login. So you'd use your exact same Stripe login to see all of this stuff. Um, so yeah, so that's payments. And if you have questions, that's drop in the chat. One person did ask about workouts. I'll just kind of pop over there and take a look at workouts so you guys can see what those look like. And then if anyone else has other questions, just drop them in the chat as we're going along here.
All right, so we'll pull up a workout that I've already, I've already created and show you what they look like. So all we've built workouts a little bit different than other platforms. Um, we kind of opted for simplicity was our main function. So here would be an example of a workout. So how we make a workout down is into two components: an exercise, which is obvious, it's an exercise. And then we have what's called blocks. So blocks are like a collection of exercises that you may program frequently. So that could be a warm-up, right? Where you're like, hey, I want my warm-up. So we do a lot of FMS. So we have like an active straight leg raise warm-ups. I'll, I'll show you that one. So active straight leg raise block, right through there. I don't need to type this all out every time. Good. I've got my warm-up already built out with the sets and reps and everything. And then I can just drag and drop that into place. And so I can create things really quickly here, right? And then if I need to swap all the stuff, I can. All right, instead of, you know, this breathing exercise, the client's going to do another breathing exercise. Looks like I don't have one in here. Let's just say they're going to do a quarter get up. And then you can see if you have a video attached to it. This would be an example of one of your own videos would look something like this. You could just add YouTube or Vimeo links in there. An example of one of our videos. Let me grab one here. I need one that doesn't have, although I very rarely program a setup. This is what they look like. All right, so they're all animated videos. And that was a very conscious choice on our end where we didn't want us in the videos when it's your clients that are being coached. And so we have animations like this. It shows the muscles that's being worked. But you can't always replace this with your own videos if you wanted to as well. And then everything is drag and drop. So if I need to move stuff around, super simple, just drag and move it around. If I need to change sets and reps, you just click on it, you know, change it out really easily there. And then if I need to pull stuff out into, let's say, like supersets or triceps, we can pull stuff out and organize it that way, just really simply. Um, and then everything is drag and drop around. One thing with doing blocks too is you have the ability to give a description for that block. So if it's in every minute on the minute, or if it's a certain structure for that block, you can give another description that the client reads before they get into that block. Again, just making it really simple. And then we can assign just individual workouts to a client. Or we can create a program, which is maybe like an A workout on Monday, a B workout on Wednesday, a C workout on Friday. And then assign that. And then the final thing that's unique about workouts in Coach Catalyst is once I assign a workout to a client, I can make modifications to that workout at the client level. So I don't have to make like duplications of a workout every time I want to create something new for a client. I can just take that templated workout that I've already created. And I'll show you what it looks like here because if I just wanted to grab a workout here for this client, so we're just going to grab one from inside my database. So this dropdown here that you guys see, that's like my database of workouts. And then right in here, I can see it. And now I need to make a change. Let's just swap these around, right? Let's just add in sets and reps for this whole, even though these may not make sense. And then I'm going to add that workout in. So all I'm doing is adding it for that specific client right through there. And the other cool thing you can do with workouts is make them repeat. So let's say I'm doing this, I want this workout to repeat every Wednesday for the next six Wednesdays. And then I can add that in. Get my zoom bar out of there. And I'll switch it to the other view so it makes a little more sense. So you're going to see that workout then repeats every Wednesday for the next six Wednesdays, all the way through there. So you can just easily create repeats. And the final cool thing with workouts is if I make a change to one of these in the sequence, let's say I move it there, I could save this event and forward. So that means I'll save this event and everyone that comes after it. So with that repeating there were six in a row, I can make a change to one in the middle. And if I want to change all the way down to the end, I can. Or now you'll see that that's part of it through there. And so there's some cool kind of intricacies in there that help make the process really efficient so that you're not spending hours and hours building stuff up.
So Trevor, can you, uh, so when someone signs up for Coach Catalyst at first, so you're showing a lot of blocks that you've already created. When somebody is new to this, they have access to the individual movements. They can build their own blocks, but there's also like a library, right? Yeah, yeah. So we have what's called the marketplace. And there's like 30 different programs in here. Most of what's in the marketplace here are like nutrition type programs or fat loss, habit-based type programs. Mind, it's like a, um, Mediterranean diet type program. Lifestyle course deals with things like meditation, gratitude, turning off screens, all that fun stuff. But then in here, we do have some workout-based things. So, um, you can just kind of download some of this if you need like this beginner muscle building A B format, four weeks, things like that. You can download and just kind of start using some of our templates if you want to. Um, but then I would encourage you, just start kind of building your own. Um, because ultimately, like if you're going to do this in the long term, I would even say starting to film yourself doing the exercise movements because again, remember when I talked about connection at the beginning, right? The more time someone sees you, the more connected they're going to be to you. And so if you're like, hey, I'm gonna, this is what I want to do, I would encourage you to start kind of filming your own videos, putting them in place of stuff that we have. Um, because then again, clients get more repetitions with you, right? With you. And so the more we can do that in every facet, the more they're connected to you. And then the longer they're gonna stay. Um, so, but we have the database to be able to start from right away. Relatively newly new stop you from getting started using workouts. You know, you've got the, I love the fact that it's animated and not some total stranger doing a movement. And then you can add yours as you go. Um, because you've got that, um, that animation from the beginning. So yeah, I'll, I'll kind of hit a couple of these questions too when I'm on the screen. Um, but one thing as a coach too, you're probably keeping notes about a client. And so that's what we call the vault. So the vault is where you can keep, uh, notes about your client. You can tag things if you need to. But this is just a place called, so no, it's called whatever you want. But if you're doing call notes, keeping it all in here. So you can easily pull it back up. And then you can tag things or not tag things, but pin things. So that makes it show up at the top. And then maybe that's contraindications, maybe it's workout equipment they have at home, maybe it's foods they dislike, whatever you want to just be aware of every time you're maybe communicating with that client. You can start here. And this is all private. User coach, clients can't see any of this stuff. So it's private to you as a coach. And then goals, again, that's private to you as a coach where you're just kind of keeping track of things that they may be working on. Um, you can see what resource folders are part of. And then any personal resources you've maybe given them. Personal resource, I typically say is like a contract or an agreement, or maybe it's an assessment or something like that that you did outside that you just want to live here because we can turn it off so the client can't see it, or we can turn it on if they need to. So you can kind of use it as just a little bit of a storage component for, for you as well.
Um, and then there are maybe some coaches that are doing some macro tracking in here. We do connect with MacrosFirst and Chronometer and MyFitnessPal. And so if the client is connected with someone, one of those, we personally like MacrosFirst, we think they're awesome. We have a great integration with them. All that data will come in here. So their food list will come in here. Um, so anything they put in, and all their macro data. And I think if I go back here far enough, I think I have some stuff in in July. And you might be able to see a little snippet of what this looks like. But the cool thing about us working with MacrosFirst is we can push targets. So I can edit a client's targets, whether it's percentage-based or maybe it's gram-based. And that will actually push down to their MacrosFirst app. They're the only company right now that we can do that with. And so then, um, they just have the most up-to-date targets. And then we can see the breakdown here. Big day, just had, you know, iconic grass-fed protein drink. And then on your grass, we look at either daily or we can look at weekly. So one unique thing about our platform is we actually do weekly averages. So if you are having a client tracking consistently over long periods of time, you can look at weekly averages rather than just daily. And then you can look at different time frames as well, like if you want to look at an entire year, you can see that breakdown. And it'll show you kind of what their target line was and how close they were to to that target line. So we are pulling in a ton of data that way as well.
Um, the one was a question about metrics. So I want to just kind of breeze through that quick. So we do have a ton of, I'll open this up in a new window, but we integrate with things like Garmin, Fitbit, Aura, Apple Health, Google Health. And we pull in data from people's phones. And so the data that we pull in, I'll show you these. But and then the data that we pull in, I'll show you that here in a second as well. But all of these that we pull in data from, so a ton of different platforms here. Probably most common are like Aura or Agora, Garmin, and Aura. Um, and then that's going to pull in these things. So we call these the default metrics. So total calories burned, steps, resting heart rate, minimum heart rate, hours of sleep, floors, client heart rate variability, breaths per minute, activity minute. So that can pull in automatically. That will just come in and pull into their metric section, which is right here, if you want it turned on. But the cool thing about the coaching process is a very individualized process. So if I'm like, hey, you know what? I only want this client to see one thing and that's their weight. I can do that. So I may have these like 50 things that I track, but I only want them to have visibility in one thing. And you can just turn that on. And then this graphs at this end, it graphs at the client's end. And then, um, you can see how everything's gone. So we'll go all times and see if we get some data points in here. Yeah, stuff like that, right? We can just look at it over time. So and then all the data points are through here. So you said, can we organize metrics in a way we want instead of being numeric or alphabetized? I need a little bit more, yeah, a little more detail on that, whether it's like the order in which they show up or what data we get. We put into them because there's two types of metrics that we can have. One is a number-based metric, which would be like weight. But another one could be a photo-based metric. So that could be a progress photo, it could be a photo food journal, it could be whatever you want to track in the form of photos. So those are the two types of metrics. But then you can have by managing them, you can turn certain metrics on or off, right? So I can have all of these toggle off if I want, except for this one. And then the client only sees that particular metric. Yeah, I mean, in, in Primal Pro, we have some pre-built metrics. We opted on the side of more subjective metrics. So it's, we have options in there like weight is in there. But, and, and you have the ability to pick any of these things that, uh, Coach Catalyst has too. But it also has like ranking of one to five, which you can, if you want to be one to ten or whatever. My understanding, Trevor, is that they've got the coach has the ability to mess with that too, in terms of what they want that range to be. Um, and in terms of sleep, sleep quality versus, you know, number of hours. But also we have in there like on a scale of one to five, how, what is your energy, late afternoon, like versus first thing in the morning. We have on a scale of one to five, how confident do you feel. And close, you can create custom metrics too, that are going to be defined by a number, but they're not necessarily just a straight numeric, right? Yeah, journey. And it's part of forms. You can even connect those even more. And so you can create like a one to ten scale on a form and have that connected to a metric in your backend. So that like the client only sees one to ten and then they pick one. And then that automatically updates in the backend. And so we've actually found forms now with that recently coming out is that being probably a more efficient way for clients to enter in data because they don't have to go into each data point. They can actually just go into the form, fill out the five questions, hit submit. And then that will update every data point on the backend, all the different metrics on the backend. Yeah, and it's just a little bit cleaner of a user experience for the client, less clicking for them to do. So that might be one way, then Justin, that you can reorder things rather than do it under the metric section, do it as a form. And so the client sees it every week when they're updating them in whatever order you want to put it in, right? If forms are a great way to just collect information. We just found that clients are more apt to doing it rather than having to click into metrics, find the thing, you can click on. And then, and with forms, you can give a little description, you can give a little more about it as well. Yeah, and so for those in a list, it couldn't be any easier. We, it's a running joke now about how completely inept I am when it comes to technology. So if I could do this and get it up and running in like 30 minutes, someone can likely do it a lot faster. But it's literally a click of the link. So when you buy Primal Pro, there's a link in a little tab in the Primal Pro course that says, here's how you set up your 12-week program in Coach Catalyst. And then there is a link. So you're going to have to open an account at Coach Catalyst. There's multiple tiers. Maybe you can speak to that as well. Um, but once you click that link, it boom, it opens the tab and the entire thing is populated in there as we wrote it. And then you can go in if you want to and make your customizations. Yep, yep, 100%. It's super simple to get it in there in the system. It's literally just a click. And then all of our pricing is based on the number of clients. And so if you don't have any clients right now, you can get set up for five bucks. And then you can basically take that Primal program and you can start customizing it, making it fit your vibe, how you coach, without really spending a whole lot of money. And then once you've got that dialed in, um, then you can start kind of Ed or start like marketing and bringing clients into the system. And so most of the clients, uh, most kind of smaller coaches are here in the 39 range. And then most everyone else is under 79. So if you're under 50, under 50 clients, you're not going to pay any more than 79 bucks, um, for those aspects. But most coaches start at five dollars. And then once they get a few clients, then they kind of go up as, as they get more clients. And so we wanted to make it as easy as possible for you guys to, to get started and to try and eliminate some of the excuses to get started. Um, so you can get out there and start changing lives. So yeah, and when you, when you, let's say you do get lucky and you land an account where you've got a big group, you're gonna have to ask those people in there. So, okay, so make sure you price your group program enough to offset the extra correct box or whatever you're going to need to have 200 people on your dashboard. And then once the group is over, you can pull them all out of there and go back to where you are going now. Yep, you can archive clients as you need to. But I would say probably one of the, one of the biggest use cases of Coach Catalyst is group type programs where you could go to a local gym, you could go to a corporate world, and you can run programs to provide an incredible experience for all of the people that are there and really kind of help people at scale. Um, and charge appropriately for it. And like the corporate world is a really, really good model, I think, to get into. Like larger corporations or even small to mid-sized corporations are starting to think about how we support, how do we support our employees. And this can be a way where you can come in and provide an incredible experience for their employees, help them with the health metrics that are important to them. Um, and ultimately make the workplace healthier. And, you know, you do that a couple times a year with the three, three or four different companies and like that's a pretty nice business model. So I love it.
Awesome. As always, anything, dude, we missed anything? Now's your chance to ask one more time because otherwise, I'm going to let Trevor go so we can be respectful of his time. And I need to make dinner, quite frankly. I don't know if my voice could take much more. So I think this is pretty good. All right, this is pretty good. So if you've got any other questions, if it's technology-related, please send it to Coach Catalyst. Trevor, where should they say? Yeah, just support@coachcatalyst.com. You can email it to us there. That comes into our support desk, help desk. And then we will get it taken care of. Like you said, at the beginning, like supporting something that we take very seriously. And so, um, that's actually probably the thing we get complimented on most frequently. So when you're inside the platform, there's a green dot in the bottom right corner that connects you with our support staff. Um, you'll probably hear from me a lot in there. I spend a lot of time in support. Um, but that's how you get a hold of us there. If you're outside of that, just support@coachcatalyst.com. And then we'll get back to you. So awesome. Thank you so much, Trevor. Hope to see on the inside. Joining us, everybody. Have a good night, guys. Thank you, Trevor. Bye.