Coaches & course creators
Your community, courses, payments, and email list finally agree on who each student is. One profile, one timeline, from first click to final module.
It is Monday morning and a student emails asking why she was charged twice. You check Stripe, then Kajabi, then your community, then your email tool, and each one shows a different fragment of the same person. Halfway through a cohort, you still cannot say for certain who has actually watched module three. KeyMetriq puts your programs, community, calls, videos, and revenue on one record per student, so answering "where is this person" takes seconds, not four tabs.
Chapter 01
Run your programs and cohorts, your community, and the revenue behind them in one place. Rosters build themselves: you choose which products grant access, and every buyer lands in the right cohort automatically. Each post, payment, and lesson watched lives on the same student profile, so you always know who is in which cohort and whether they have paid.
Chapter 02
Run your coaching calls from a live queue that ranks students fairly: anyone who did not get their turn last call carries over to the top, moderators can set priority by hand, and an up-next display keeps the room moving. The console is built for two moderators running the same call together. Zoom attendance is captured automatically from join and leave events, and answers given live on the call are backfilled into the queue records, so nothing said in the room gets lost.
Chapter 03
Turn recordings on for a cohort and your Zoom cloud recordings pull themselves in every 15 minutes and get transcribed, using the call's own captions first and speech-to-text when there are none. The transcripts feed a searchable library of the answers you have given on calls: you curate what gets published, and published answers are anonymized. Each recorded call can also produce a roughly 200-word student recap under hard privacy rules, no names, no quotes, no sensitive details. You switch recaps on per cohort.
Chapter 04
KeyMetriq automatically discovers your videos on Vimeo, YouTube, and Wistia and tracks who watches what, down to how far each viewer got. Because viewing behavior is tied to real contact profiles, you see each student's progress through your lessons, not anonymous play counts. If your courses live on Thinkific, each learner's enrollments and course progress land on the same profile, next to the purchases your payment platform reports.
Chapter 05
Start from KeyMetriq's webinar or challenge starter and the plan arrives laid out around one date: milestones, tasks, pages, and the emails you will write. A native form registers each signup for your webinar and pushes them to Zoom, and attendance lands back on each student's profile, so a promo webinar becomes a funnel you can measure person by person. Sales calls booked on your own KeyMetriq booking page or through Calendly join the same funnel as their own stage, and each one is marked held or no-show from the Zoom meeting itself, then enrolled when that person buys what the launch is selling. When enrollment opens, every student can get their own countdown, started by a tag or a link click and enforced server-side. When a deadline passes, it has actually passed.
Chapter 06
Turn on Bookings and each kind of call gets its own public link, with no third-party scheduling tool: you set the length, your weekly hours, buffers before and after, and the questions you ask before the call. People pick a time in their own time zone, a Zoom meeting is created for the booking automatically, and they can move or cancel it from the confirmation. Reminders go out 24 hours and 1 hour before by default, and any booking can tag the contact, add them to a list, notify you, or open a task. The call lands on the person's profile and in your funnel like any other step, and nothing is public until you make an event type live.
Chapter 07
Members, buyers, and subscribers get stitched into a single profile automatically, no matter which platform they came through. Duplicate merging and spam cleanup keep the database honest, and every purchase, email, testimonial, and interaction lands on one timeline.
Chapter 08
Turn on the brand guide and define your visual identity once; the AI can draft the guide from the assets you already have, and you approve it section by section. Share it with contractors through a public link, no login needed. Then Asset Studio can generate platform-sized branded course assets, like lesson thumbnails, that stay on brand every time.
What changes in week one
Stop reconstructing your students from four different tools. Get started
Also in this series: Owners & founders, Marketing, Customer support, Finance & accounting, Operations & team, Agencies & studios