Admin Dashboard

90-Day Evidence Accelerator™ — Admin Guide

Everything you need to onboard a client and run the programme

Unlock Next Week — Per Client

After each session, unlock the next week for the client here.

Michelle Philip

ashley.chima@yahoo.co.uk · Week 4 of 12

Week 4 in progress
W1 ✓
W2 ✓
W3 ✓
W4 Open
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W12
Quick Start — Onboarding a Client Today
  1. 1. Make sure the client has a Client record with their email
  2. 2. Run initEvidenceProgram with their email + name (creates 12 weeks)
  3. 3. Run sendEvidenceWelcome with their email (sends login + Week 1 instructions)
  4. 4. Block the Monday calendar sessions and run sendPremiumSessionConfirmation
  5. 5. Done! The client can log in and start Week 1 immediately
Step 1 — Create the Client Login
  • •Go to CRM → Clients and open the client profile.
  • •In the Client Login tab, create a username and password for the client (or use the "Send Evidence Welcome" button which does this automatically).
  • •The username is typically the client's email address. The password is auto-generated and included in the welcome email.
Step 2 — Initialise the Evidence Programme
  • •Run the `initEvidenceProgram` backend function with the client's email and name.
  • •This creates: 1 EvidenceProgram record, 12 EvidenceWeek records (one per week), EvidenceTask records for each week, and an initial "Programme Started" milestone.
  • •Week 1 is automatically unlocked. Weeks 2–12 start locked and unlock as the client completes each week.
  • •⚠️ Only run this ONCE per client. Running it again will create duplicate weeks.
Step 3 — Send the Welcome Email
  • •Run the `sendEvidenceWelcome` backend function with the client's email.
  • •This sends a branded welcome email containing: portal login details, a direct link to the portal, and Week 1 first challenge instructions.
  • •The email is BCC'd to info@lawsonhervision.com for your records.
  • •💡 Use `test_email: "info@lawsonhervision.com"` to send a test to yourself first and preview the email before the client sees it.
Step 4 — Set Up Weekly Sessions
  • •Block recurring Monday sessions on the Google Calendar (09:30–10:30, 12 weeks).
  • •Run `sendPremiumSessionConfirmation` to send the client their confirmed session dates.
  • •The client sees a countdown to their next session on the Evidence Accelerator dashboard.
Step 5 — Monitor Client Progress
  • •The client logs in at /client-login and navigates to "Evidence Accelerator" in the portal sidebar.
  • •They work through 10 sections each week: Goal, Before Meeting, Tasks, Conversations, Offers, Revenue, Journal, Decisions, Meeting Prep, and Coach Notes.
  • •You can view their progress in the CRM client profile — conversations, offers, revenue, and milestones all link back to their email.
  • •The Evidence Wall™ fills with milestone cards as they complete actions.
Step 6 — Add Coach Notes After Each Session
  • •After each Monday session, add a CoachNote record for that week (meeting summary, actions agreed, homework, next week's focus).
  • •Coach Notes are private — the client sees a locked placeholder, not the content.
  • •This builds the client's portfolio over the 90 days.
The 10 Weekly Sections
1
This Week's Goal
Guidance

Why this week matters — set by you, read-only for client.

2
Before Our Meeting
Guidance

Preparation checklist — set by you, read-only for client.

3
Weekly Tasks
Interactive

Client marks tasks complete and uploads evidence files.

4
Customer Conversations
Interactive

Client logs every conversation — builds Customer Insights Database.

5
Offer Testing
Interactive

Client records offers made — Offer Validation Score calculated automatically.

6
Revenue Tracker
Interactive

Client logs every sale — total revenue tracked on dashboard.

7
Learning Journal
Interactive

Client reflects on surprises, assumptions, confidence.

8
Decision Log
Interactive

Client records decisions with evidence and confidence scores.

9
Meeting Preparation
Interactive

Client fills in prep form before each Monday session.

10
Coach Notes
Private

Your private notes — client sees a locked placeholder only.

Important Notes
  • • Week unlocking: Weeks unlock sequentially. The client must click "Complete Week" at the bottom of the week page to unlock the next one.
  • • Evidence Wall™: Milestones are created automatically when the client logs conversations, offers, revenue, or completes a week.
  • • Scoring: The Evidence Score, total revenue, conversations, and offers are aggregated on the dashboard from all weekly entries.
  • • Re-running initEvidenceProgram: Do NOT re-run this for a client who already has a programme — it will create duplicate weeks.
  • • Test emails: Always send a test welcome email to yourself first using test_email parameter.