Unlocking the Power of the New Coaching Portal

Call Date

March 25, 2026

Primary Topics

Client Retention, Group Coaching, PAS, Workshop Wednesday

Call Description

Gary Manske leads a detailed demonstration of the new Focused.com coaching portal, showing coaches how to use its features to manage clients, track progress, and deliver value. The call covers onboarding, session notes, implementation plans, metrics, and the Business Academy. Special attention is given to group coaching, client accountability, and strategies for scaling coaching businesses through chambers and cohorts. Coaches leave with practical tips for maximizing the portal’s impact on client results and retention.

Why this call matters

Shows how to use the upgraded portal for more professional, efficient coaching
Reveals tools for tracking client progress and automating accountability
Demonstrates scalable group coaching and cohort management
Provides strategies for onboarding and engaging clients at every tech level
Equips coaches to deliver more value with less manual effort

Key Points:

Portal Overview & Onboarding (02:04) – Introduction to the new coaching and client portals, with tips for onboarding clients.
Managing Contacts & Credentials (05:17) – How to add clients, send credentials, and manage appointments.
Session Notes & Internal Notes (14:37) – Differentiating between internal notes and client-facing session notes, with new formatting options.
Implementation Plans & Task Assignment (23:06) – Using assessments to generate step-by-step implementation plans and assigning tasks to clients.
Levels of Access: Coach vs. Client (26:28) – How coaches access deeper resources and tools, while clients see actionable steps.
Metrics & Progress Tracking (29:27) – Tracking revenue, profit, leads, and conversions, and sharing progress with clients.
Client Portal Experience (31:01) – What clients see: meetings, resources, action steps, and messaging.
Business Academy Integration (41:32) – Assigning courses, tracking lesson progress, and using the Academy for client education.
Group Coaching & Cohorts (49:25) – Setting up group coaching, automating lesson drip, and managing large cohorts (e.g., chambers).
Scaling & Flywheel Strategies (1:09:25) – Using workshops, courses, and group coaching to build trust, filter prospects, and scale coaching businesses.

Key Takeaways:

Leverage the portal—streamline delivery and client management
Assign and track tasks—keep clients accountable with automated tools
Use group coaching features—scale your impact with cohorts and drip content
Educate clients via the Academy—assign targeted lessons for self-paced learning

Notable Quotes:

“This is one of the most professional and impressive components of what we have to offer.”
“Your main role as a coach is to guide them through the implementation, taking action.”
“Educated customers buy more.”

Action Steps from the Call:

Onboard a new client using the upgraded portal and send credentials (05:17)
Assign implementation steps and track completion in the portal (23:06)
Use session notes and internal notes to document meetings and action items (14:37)
Set up a group coaching cohort and automate lesson drip for scalability (49:25)
Assign Business Academy lessons to clients based on their needs and track progress (41:32)

Resources & Tools Mentioned:

Focused.com Coaching Portal: Central hub for client management, notes, and appointments
Client Portal: Client-facing dashboard for meetings, resources, and action steps
PAS (Profit Acceleration Software): Generates assessments and implementation plans
Business Academy: Video lessons and resources for client education
Group Coaching/Cohorts: Tools for automating lesson drip and managing large groups

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