Grace DashBoard – Excel & Grace Consulting

Grace — Weekly Coaching Tracker

Coaching Tracker

Good day, Grace.

Fill in your updates below and send the report before Friday 5:00pm.

Coaching clients

Tamar Homes — Ms Jumoke

Annual Retainer · Monthly goal setting + performance review

Needs attention

Should be at

Monthly performance review prep

Actually at

Actions before next session

Contact Ms Jumoke to confirm monthly review date (end May / early June)

Follow up on the manager decision

Get feedback on their marketing activities

Confirm team training activities are happening

Next session

Any concerns or flags for Ms Jumoke

Ify — Mindset Funshop

8–10 weeks · Weekly sessions · Near completion

Near completion

Should be at

Final sessions / wrap-up phase

Actually at

Wrap-up actions

Confirm remaining sessions and dates

Confirm all assignments are documented and sent to client

Prepare wrap-up summary for Ify

Flag Ify as potential strategy session or retainer candidate

Next session

Any concerns or flags for Ify

Strategy sessions

New inquiries

Sessions booked

Completed

₦0

Revenue

Inquiries this week

Sessions booked

Sessions completed

Revenue generated (₦)

Where did inquiries come from?

30-day follow-ups — any due or overdue this week?

Any strategy session client who looks like a coaching candidate?

This will email your full weekly report to Nnamdi and Tony.

Sends to nnamdi.ibe@eandg.com.ng · ifeanyiiorji@gmail.com

✓ Report sent successfully. Good work this week.