What changes at the end of a 1:1 program, and the one thing I still need from you.
The short version
You stop building the graduation picture. You review one and approve it.
Today you screenshot the symptom graph, compare her quality-of-life scores by hand, update the success spreadsheet, and close out her file. All four, plus the graduation message, become one page that fills itself in and one button that says Graduate.
Two small things have to happen during the program, and there is one question for you. Both are at the bottom.
What goes away
The 1:1 success metric spreadsheet
It keeps running for about a month after launch, as a check that the portal’s numbers match yours. Then it retires.
Screenshotting the symptom burden graph
It becomes part of the page, drawn from her actual assessments.
Comparing quality-of-life scores by hand
The same seven questions are asked at the start and at the end, so the comparison builds itself.
Closing out the client file as a separate chore
The Graduate button does it. One click, one time.
Writing the graduation message
It fills in her numbers and dates from the page you just approved. You read it, pick her quote from her own reflection answers, and send. The options at the end become real links she can tap, instead of “let me know if you’d like links.”
What it shows her
She sees nothing until you approve it. After you do, she gets a warm, plain page: her dates and session count, her symptom burden then versus now, her seven pillars then versus now, her own goal in her own words, and her reflection answers exactly as she wrote them. Your private coaching notes are never on it. During the program, her portal also shows her progress, like Session 3 of 5 complete.
It will show
Symptom burden, start vs. end
All seven pillars, start vs. end
Program dates and sessions
Her goal and her reflection, verbatim
Coursework completed
It won’t, yet
Lab results before and after: that data never leaves the local computer
Food & Mood Journal insights: the app currently keeps those on her phone only
A week-by-week symptom trend line: we have two snapshots, not a timeline
Those three are honest gaps, not oversights. Each is a separate build. I’d rather ship the page without them than have it show numbers we can’t stand behind.
If a client withdraws
No report, a kind goodbye, and a door left open
One button sends her a short, warm note that never mentions her stopping, with a link to come back when she’s ready. She keeps her plan, her lab reports, and her coursework. It can also ask one optional question, what got in the way, which you can cut. You’ll see the wording to approve first.
The two things I need from the program
1. She has to fill out the Reflection form
It’s the only place her closing quality-of-life answers come from. Without it the page shows her starting numbers and nothing to compare them to. You’ll get a button to send it to her. It also gets one new question, how many days per cycle her symptoms affect her, so days reclaimed calculates itself.
2. She has to retake the Symptom & Systems Assessment
This is the one nobody can do for her, and it’s the step most likely to get skipped, because it lands when she already feels finished. Suggestion: put the ask inside the Reflection form itself so it travels with something she’s already doing, instead of depending on you remembering.
One question for you
01
Does this match how you calculate progress?
Quality of life compares her seven onboarding scores to her seven reflection scores as a percent increase in the total, so 32 becoming 60 shows as 87.5%. Symptom burden is the drop from her first NAQ to her last. Days reclaimed is her starting days per cycle minus her ending days. Missed sessions don’t count toward her total. If your spreadsheet does any of this differently, tell me before the first graduation.