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ChecklistMeasurement

Online courses and coaching: Weekly and monthly performance review

A 55-point review list: funnel, workshops and email, sales page and checkout, learner experience, the monthly report, and decision rules. Read every number against your own earlier cycles.

55 items6 groups20 minOctober 15, 2026

  • performance review
  • monthly report
  • checklist
  • online courses

Preview

3 items open, 55 items in total. Members see the rest.

Use this list for a 30-minute weekly look on Monday morning and a one-hour monthly report on the first business day of the month. The point isn't to collect numbers but to write down what changes next week: an item you can't tick is either a missing measurement or a decision nobody made.

Weekly: leads and the signup funnel

9 items
  • The same sheet opens every Monday morning, with last week's signups, attendance, sales page visits, checkouts started, and purchases side by side.
  • Cost per lead is read by campaign and creative, and decisions rest on the seven-day total, not on one day's swing.
  • Signups in Ads Manager are compared with new subscribers in the email tool, and any gap gets a written cause (double counting, declined cookies, form bug).

6 items more in this group for members.

52 items more for members

This item has 55 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly: workshops, webinars, and email9 items
  2. Weekly: sales page and checkout8 items
  3. Learner experience: starting, finishing, and refunds10 items
  4. Monthly report: headline numbers and channel comparison9 items
  5. Decisions, experiments, and hand-off10 items

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Online courses and coaching page
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