In-flight Briefing
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AG Coaching · Digital Content Marketplace

Coaching platform rebuild to scale capacity, automate personalisation, and consolidate workflow in-app

Fitness Nutrition Product Design Native Mobile CMS Training Workflow Design
— min read
01

The Brief

Context

Alex Gamble Coaching had a proven 1:1 training and nutrition business generating revenue, but an unstable app. Heavily manual onboarding processes and a WhatsApp communication channel being flagged as spam were limiting service delivery and capping growth. With coaches at capacity and no way to scale without adding headcount, the business needed a platform that could do more of the operational work.

The Opportunity

Rebuilding the app to automate onboarding, stabilise the crash rates and reduce bugs, while increasing coach capacity by 8.3% — adding 50 revenue-generating client spots without increasing headcount.

Reduce manual admin burden and replace WhatsApp as the coaching communication channel — without disrupting an active, paying client base.

02

Role

End-to-end product design — adapted and rebuilt an existing platform with full design ownership Conducted discovery independently — produced swim lane workflow diagram and pain point analysis from client interviews and process observation Designed in-app check-in and weigh-in experience, replacing WhatsApp as the coaching check-in channel Designed three-tier CMS permission architecture — God level, Head Coach, and Coach Contributor views Designed traffic light task management system for coaches to manage client check-in accountability Rebuilt meal plan and training workout creation workflows in CMS to reduce coach time-on-task Prioritised MVP, and defined roadmap based on ROI and budget constraints
03

Problem Statement

A labour-intensive operation left growth dependent on headcount — compounded by an unstable app and a disrupted communication channel, operational blockers were limiting the business's ability to scale and deliver.

04

UI Screens — Mobile

Home — 1:1 client empty state
App user — meal plan added
Swap meal plan — my plans
Workout programs
Exercise screen — superset example
Workout programs detail
Quiz opener
Check in — weekly average weight
CMS super admin coach dashboard
05

Success Metrics

Success
~35% reduction in meal plan creation time
Success
~30% reduction in client onboarding time
Success
WhatsApp dependency removed
Success
Scale business capacity by 8%
06

Discovery

Before designing anything, I mapped the existing end-to-end workflow across every actor in the system. The swim lane diagram revealed where time was being lost, where tools were creating friction, and where the business was most exposed.

AG Coaching workflow swim lane diagram

Current Platform Pain Points

Meal plan creation was taking 1 hour per client each month. With coaches managing up to 60 clients each, this was a significant and unsustainable time cost.

Check-ins were managed via WhatsApp. As the business grew, message volume triggered spam restrictions — directly threatening client experience and business revenue.

Client onboarding was entirely manual — the admin team was building every profile from qualifying the lead to setting up member only access to the app and assigning a coach.

Nutrition calculation was entirely manual, not dynamic.

Coaches were experiencing task fatigue, unable to manage client check-ins effectively.

07

Key Features

Nutritional Personalisation

AG Coaching's nutritional methodology is specific to Alex's coaching philosophy. Rather than applying a generic calorie calculator, the system needed to reflect his approach — and be flexible enough to accommodate different coaches applying it differently to individual clients.

The dynamic personalisation system works through the same layered logic as The Recipe Hub — BMR calculation, TDEE activity multiplier, goal-based calorie target, and macro split allocation — adapted specifically to Alex's methodology and the 1:1 coaching context.

The key difference here is coach override. In a 1:1 coaching environment, coaches need the ability to manually adjust a client's targets based on real-world progress and individual response. The system generates a starting point automatically — reducing the hour-long manual calculation process — but keeps the coach in control of the final plan.

35% Reduction in meal plan creation time
1hr Previous manual calculation time per client
↗ See The Recipe Hub case study for full nutritional logic detail — BMR, TDEE, and macro split calculations

Check-In System

Replacing WhatsApp with an in-app check-in experience was the most operationally critical design problem on this project. The check-in flow prompts clients weekly — and daily for those who want more granular tracking. The first question determines the coaching response path.

Coaches see full visibility of all their clients' check-in status in real time. The traffic light system categorises clients by check-in compliance and progress signals, giving coaches an immediate view of who needs attention and who is on track. Clients who have not checked in are automatically surfaced in a separate column — removing the need for coaches to manually track who they've heard from across a 60-client roster.

The weigh-in component runs alongside check-ins, capturing weekly weight data that feeds into progress tracking. Weekly averages smooth out daily fluctuation and give both coach and client a clearer picture of trajectory.

On Track

Client has checked in. Progress is aligned with their goal and pace. Light-touch response — coach acknowledges and encourages.

Needs Attention

Client has checked in but signals are mixed — progress stalling, mood flagged, or compliance dropping. Deeper coaching intervention prompted.

Missed Check-In

Client has not checked in. Automatically surfaced in a separate column. Coach-initiated contact prompted — no manual tracking required.

08

CMS Role Architecture

Role-scoped CMS views reduced coach task fatigue and freed business owners from operational oversight. The structured view conditioned the business to scale in a way each role has only the visibility it needs to perform without friction, duplication, or dependency on others.

God Level Business Admin
Full visibility — all coaches, all clients Financial data and platform analytics All platform administration Nutritional methodology configuration Client check-in cadence Coach check-in compliance
Head Coach Coaching Oversight
Full coaching visibility — all coaches and clients Team performance and progress data No financial data access Content management across the team All coaches traffic light capacities
Coach Contributor Individual Coach View
Own clients only — clean and focused Own content and meal plans No cross-team data access My client traffic light view only
09

Feature Prioritisation

Launched at MVP

  • Automated dynamic calorie and macro personalisation — decreasing onboarding time and friction, coach-adjustable per client
  • In-app check-in and weigh-in system — weekly prompts for improved user experience, progress tracking for compliance overview
  • Traffic light coach task management — client compliance status displayed, surfacing churn risk early
  • Three-tier CMS role architecture — God level, Head Coach, Coach Contributor
  • Meal plan workflow update — templates enabled 35% time reduction
  • Training workflow update — implemented QuickLaunch training architecture reducing workflow friction
  • Automated client onboarding — 30% time reduction

Roadmapped Post-launch

  • Go High Level CRM integration — deferred pending app ROI
  • Leaderboards and gamification deferred on account of budget
  • Wearable and steps integration planned
  • Repeat program history retention — low risk issue currently
10

Key Product Decisions

WhatsApp removal prioritised

The spam restriction issue was an active revenue threat. Getting check-ins in-app was not a nice-to-have — it was the most business-critical decision on the project.

Coach override preserved in nutrition automation

Automating macro targets was the efficiency gain. Keeping coach override was the quality guarantee. 1:1 coaching derives its value from human judgement — the platform supports that, not replaces it.

Traffic light over notifications

A notification-based system would have added noise. A visual task management system gives coaches a single dashboard view of everything that needs their attention — faster to process, easier to act on.

11

Reflection

This project is the clearest example in my portfolio of design directly serving a business outcome. The ~35% reduction in meal plan creation time and ~30% reduction in onboarding time are not design metrics — they are commercial ones. Coaches can now take on more clients. The business can grow without growing its administration burden proportionally.

The discovery process on this project was particularly satisfying. The swim lane diagram and pain point analysis gave the entire engagement a shared language and a clear set of priorities before a single screen was designed. That upfront investment in understanding the system — not just the product — is what made the design decisions defensible and the trade-offs easier to make.

The WhatsApp problem is a good reminder that sometimes the most important design problem isn't the one the client comes in asking to solve. Replacing an external communication channel with an in-app experience removed an active revenue threat and unlocked the scalability the business was aiming for.

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