Note
Note
Check-in forms work best when sent automatically on a schedule via workflow. Build the form first, then set up a recurring workflow to send the link at your desired interval.
A structured check-in between sessions helps the client reflect and articulate their progress, and gives you context before the call so you are not starting from zero every session. A 5-minute form replaces 10 minutes of catch-up.
Steps
Design the check-in form
Go to Sites → Forms. Build a short form (5 questions). Useful check-in questions:
- What did you accomplish since our last session? (Text area)
- What did not go as planned? (Text area)
- What is the most important thing to cover in our next session? (Text area)
- On a scale of 1–10, how would you rate your progress this week? (Rating or dropdown)
Map answers to CRM notes or custom fields
Map the open-ended answers to custom contact fields. Each check-in response updates the contact record and you can review it before the call.
Build a recurring send workflow
In Automation → Workflows, build a workflow that sends the check-in form link via email (and optionally SMS) on a recurring schedule. Use the Wait action set to a specific day and time, followed by the send action, then loop back to the wait.
Review before each session
Before every call, open the client's contact record and review their most recent check-in answers. Two minutes of preparation changes the quality of the session.
- Sending check-ins without reading them. A check-in you never reference in the session teaches clients it does not matter. Reference specific things they wrote.
- Too many questions. Five questions is enough. More than 8 and completion rates drop.
- No automation on the send. Manually sending a check-in link before every session is a system that will break when you are busy.
Still stuck?
- Search the MONDAi Help Center
- Email support@mondai.io with a Loom video
- Ask inside the ArchiTech Channel
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