Goals & Levels

Give every client a clear next goal.

Set client goals and levels with templates, checklists, habits, certificates, and a before-and-after photo journal.

Client goals
Levels
Templates and checklists
Habits

The problem

A goal is harder to follow when the next step is unclear.

A client may know the result they want without knowing what progress should look like along the way. A coach may have a checklist, while the client remembers a different conversation. Reviews become more useful when both people can refer to an agreed goal and the work supporting it.

Big ambitions without smaller milestones to discuss.
Habits and assessment criteria explained differently from one review to the next.
Progress that is difficult to show when relying on memory alone.

A practical workflow

Put Goals & Levels to work.

Agree on the goal
Start with the outcome the client is working toward. Decide what a level or milestone means in your own program before choosing a template.
Describe the work
Use checklists and habits to give the goal a practical shape. Explain which actions matter and how you will discuss them together.
Review and recognize progress
Use the before-and-after photo journal when it is relevant, and certificates to recognize achievements your team has confirmed.

What you get

A closer look at Goals & Levels.

Help clients understand what they are working toward and see how far they have come. Goals and levels give progress a structure your team can explain and clients can follow.

Client goals

Set goals for each client so the conversation has a specific direction. A goal gives the coach and client something to refer back to at the next review.

Levels

Use levels to describe progress through your program. Your business defines what a level means and decides when its requirements have been met.

Templates and checklists

Use templates and checklists to make program expectations easier to explain. A checklist can turn a broad objective into smaller items to discuss.

Habits

Bring habits into the goal-setting process. This gives regular actions a place alongside larger milestones when you discuss how a client is progressing.

Certificates

Recognize confirmed achievements with certificates. Keep the recognition connected to the criteria your own business has established.

Before-and-after photo journal

Use a photo journal to add a visual record to progress conversations. Choose images that are appropriate to the goal and useful to the client.

Where it fits

Connect the tool to the work.

Coaching, fitness, and other programs where clients work toward a defined milestone.

One way to use it

A coach can use a checklist to describe a client goal, follow the habits supporting it, and use the photo journal when reviewing progress together.

Why it matters

Give the workflow a clearer structure.

If your team currently uses separate notes or spreadsheets, compare that approach with the tools in Goals & Levels.

Working approaches for Goals & Levels
Area	A separate manual approach	Goals & Levels in SIXPAC
Direction	A goal described only in a conversation.	Client goals and levels to refer to.
Day-to-day work	Habits or next steps kept in separate notes.	Templates, checklists, and habits within the toolset.
Recognition	Milestones that may be difficult to show later.	Certificates and a before-and-after photo journal.

FAQ

Goals & Levels questions.

More detail about what the tool does and how to plan your setup.

What can I use to structure a client goal?

Goals & Levels includes templates, checklists, habits, certificates, and a before-and-after photo journal. Choose the elements that make sense for the goal your client is working toward.

Who decides whether a client has reached a level?

Your business establishes the requirements, confirms achievements, and decides whether a client has met the criteria. SIXPAC provides the tracking tools; the program decisions remain with your team.

Can I include a visual record of progress?

Yes. The feature includes a before-and-after photo journal. Use it where images provide relevant context for a client’s goals.

How is this different from Assessments & Reports?

Goals & Levels helps structure what a client is working toward. Assessments & Reports supports grading or review days, test scores, and progress reports. You can explore both when designing your program.

Do I need to use every Program Hub tool?

No. You can switch on only the parts you need and customize wording in your app and Marketplace to suit your business.

Where can I find the getting started guide?

The Program Hub Getting Started Guide is available in your SIXPAC Support portal. Contact the SIXPAC team if you need help finding it or discussing your setup.

Keep exploring

Related Program Hub tools.

See how other tools can support the programs you run.

Assessments & Reports

Run grading or review days, record test scores, and send progress reports.

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Challenges & Badges

Use friendly challenges, badges, and rewards to encourage clients to keep coming back.