Internal tool — prototype with demo data. Not client facing.

Management viewMG

Client & dog record

Pepper

Standard Poodle, 5 years. Enrolled 2026-06-22 — currently week 6, lesson 6 of 6.

Management Review

Demo dataSeeded for prototype review — no live client records.

Pepper
OwnerDana WhitfieldTrainerAdrianah

Enrollment

Context enriched from GoHighLevel (sandbox).

Program
Private Lesson
Assigned trainer
Adrianah
Start date
2026-06-22
Current stage
Week 6 · Lesson 6
Next appointment
Not scheduled
Enrollment stage
At risk — renewal conversation

Original enrollment goals

Captured at evaluation.

  1. 1Reduce barking at the window
  2. 2Settle when left alone for short periods

Client confidence trend

Self-reported at the close of each session.

Current status & why

Rules are shown in full — no unexplained labels.

Management ReviewApplies to the case and the plan — not to the client or the dog.

Client raised cancellation and refund intent in the most recent session transcript.

Upcoming focus

Owner call from management within 24 hours. Review what was promised versus delivered before discussing renewal.

Management notes

Do not route this back to the trainer unattended. Retention conversation belongs to management.

Skills taught & homework

Across all recorded sessions.

Skills taught

None recorded yet.

Homework issued

  • None recorded yet.

Concern threads over time

Concerns are normalized so the same issue is tracked across lessons, even when worded differently.

No concern threads open

No repeated concern has been detected across this client's sessions.

Session timeline

Newest first. Sessions without a matched recording cannot be scored.

1 sessions
  1. Phone Consultation2026-07-30 16:00 · W6/L6 · 22 minAuto-matched89%Awaiting management approval

    Client raised cancellation and refund intent during a wrap-up call. Flagged urgent for management; not published to the trainer.

    No AI review — recording not linked.