Active Clients
3
2 Ascent · 1 Mapping
Pending Actions
4
Require your attention
Avg. Progress
61%
Across all clients
Labs Ordered
2
1 awaiting results
Pending Coach Actions
Items that need your attention today
Create Slack channel for Marcus Webb
Add as single-member guest · Ascent program
Create Google Drive folders for Marcus Webb
Create /Shared + /Blind subfolders · share onboarding doc
Order DHA Labcorp requisition for Sara Kim
Needs: full name, DOB, address confirmed ✓
Add Sara Kim to Cronometer Pro
Practitioner account · Mapping program
Active Clients
Click any client to view their full onboarding progress
MW
Onboarding Checklist
Intake Data
7-Day Tracking
Coach Actions
0
Pre-Onboarding
4/12
▶
Coaching agreement signed (DocuSign)
0.01 · Coach sends
Stripe payment complete
0.02 · Payment option: Monthly
Slack — private channel created & client invited
0.03 · Coach action required
Google Drive folders created
0.03b · /Shared + /Blind · Coach action
Added to Cronometer Pro
Coach action · Practitioner account
Watch: Baker, Cook, or Chef?
0.04 · Client action · Written response required
Watch: The Sherpa Journey
0.05 · Client action
Connect wearables / devices
0.09 · Garmin connected · Credentials noted
Upload past blood work to Drive
0.10 · Within past 6–9 months
Identify DREAM outcome
0.12 · Why they joined · Best-case scenario goal
1
Labs — Blood & Urine
0/7
▶
Watch Lab Draw Prep Loom video
1.1a · Client action
Read: Step-by-Step Scheduling & Prep Guide
1.1b · Client action
Read: Blood Draw Preparation Timeline
1.1c · Client action
DHA Labcorp requisition ordered
1.2 · Coach action required
Client schedules draw appointment
1.2b · Client action · DHA Labcorp
Morning of Draw check-in form completed
1.1d · Day-of · Client action
Lab draw completed (blood & urine)
1.3a · Client action
2
Questionnaires & Evaluations
0/5
▶
Scientifically Validated Health Survey
2.1 · ~5 mins · Client action
Athlete Questionnaire (1/3)
2.2a · 60–90 mins total for all three
Athlete Questionnaire (2/3)
2.2b
Athlete Questionnaire (3/3)
2.2c
Cell Blueprint
2.3 · ~15–20 mins · Client action
3
7-Day Lifestyle Tracking
0/5
▶
Weekly Check-in started (CoachRx)
3.1 · Self-check aside from weekly 1:1
Food tracking — 7 days (Cronometer)
3.2 · No supplements
Hydration tracking — 7 days
3.3 · Log in Basecamp Tracking tab
Sleep tracking — 7 days
3.4 · Log in Basecamp Tracking tab
CO2 Tolerance Test — 7 days
3.5 · Log in Basecamp Tracking tab
Personal Information
| Full Name | Marcus James Webb |
| Date of Birth | March 4, 1991 |
| Phone | (704) 555-0183 |
| marcus.webb@gmail.com | |
| Address | 422 Sycamore Ln, Charlotte, NC 28205 |
Program Details
| Program | Ascent |
| Payment | Monthly · Stripe |
| Start Date | March 13, 2026 |
| Wearables | Garmin Forerunner 965 |
Goals & Notes
Dream Outcome
"I want to finally understand what's going on inside my body. I've been training for 8 years and feel like I'm guessing. I want optimized energy, better body comp, and to perform at 40 like I did at 28."
Baker, Cook, or Chef?
Client Response
Not yet submitted
Sleep Log
7-day tracking · averages auto-calculated
| Metric | Day 1 | Day 2 | Day 3 | Day 4 | Day 5 | Day 6 | Day 7 | Avg |
|---|---|---|---|---|---|---|---|---|
| Bedtime | — | |||||||
| Wake time | — | |||||||
| Total sleep (hrs) | — | |||||||
| Time to fall asleep (min) | — | |||||||
| Wake-ups (count) | — | |||||||
| Refreshed upon waking (1–10) | — | |||||||
| Daytime fatigue (1–10) | — |
Integration Actions
Trigger setup tasks for Marcus Webb
Slack — Private Channel
Create a private Slack channel for Marcus and send him an invitation link. He'll be added as a single-member guest.
Not done
Google Drive — Folder Structure
Create the client folder:
Marcus Webb / Shared / and Marcus Webb / Blind / — then share the Shared folder with the client.Done
DHA Labcorp — Requisition
Order the lab requisition for Marcus. Required: DOB, address, full name — all confirmed in intake data.
Not ordered
Cronometer — Add to Practitioner Account
Invite Marcus to your Cronometer Pro practitioner account so you can monitor nutrition tracking in real time.
Not done
Communication
Send Welcome Bundle
Send Marcus a single email with his Drive folder link, Basecamp portal link, Slack invite, and onboarding instructions.
Ready to send
Personal Information
Program & Payment
Goals & Background
Connect your tools to enable one-click onboarding actions from within Basecamp. Must-have integrations for v1 are marked below.
Slack
Create private channels and invite clients as single-member guests directly from the coach action panel.
Must-have v1 Not connected
Google Drive
Auto-create client folder structures (/Shared + /Blind) and share with clients on onboarding.
Must-have v1 Not connected
Stripe
Generate and track payment links per client. View payment status from within the dashboard.
Nice-to-have Not connected
Cronometer
Monitor client nutrition tracking in real time via your practitioner account.
Nice-to-have Not connected