Milestones Wellness Studio — Monthly Progress Report (Prototype)
This simple report shows your goals first, then the key numbers we track (KPI = a key number we watch to see progress). Each month includes a short, clear summary without tech jargon, a clear overall score shown as a phase bar, and the numbers displayed neatly.
Goals (what we want to achieve)
- Welcome 5 new paying clients each month and keep them through the year.
- Spend less time on manual admin and technical chores.
- Reduce no‑shows and late cancellations.
Overall score (Aug–Oct 2025)
August summary
Early interest is visible. A few visitors became paying clients. Workshops brought people in, but many did not return yet. Manual work took a lot of time. Reducing missed appointments and making the next visit easy will help more people come back.
What we measure — KPIs (KPI = a key number we track to see progress)
- Website visitors who became paying clients
- Instagram follower count
- Hours spent on manual admin (with cost)
- No‑shows and cancellations (with cost)
- Re‑bookings after the first visit
- Workshops that led to new clients
Website visitors who became paying clients
Instagram followers
Hours spent on manual admin (with cost)
No‑shows and cancellations (with cost)
Re‑bookings after the first visit
Workshops that led to new clients
Next steps
- Make the first booking easy to find on every page.
- Add a gentle reminder the day before, and a small deposit to reduce missed appointments.
- After the first visit, offer a simple 3‑class bundle to encourage a second visit.
September summary
More visitors booked a first class and workshops drew a little more interest. Fewer people missed appointments, and time spent on admin dropped. We are moving in the right direction. The focus now is helping first‑time visitors return.
What we measure — KPIs (KPI = a key number we track to see progress)
- Website visitors who became paying clients
- Instagram follower count
- Hours spent on manual admin (with cost)
- No‑shows and cancellations (with cost)
- Re‑bookings after the first visit
- Workshops that led to new clients
Website visitors who became paying clients
Instagram followers
Hours spent on manual admin (with cost)
No‑shows and cancellations (with cost)
Re‑bookings after the first visit
Workshops that led to new clients
Next steps
- Keep the day‑before reminder and small deposit to lower missed visits.
- Place an easy “book again” note in the thank‑you message after the first visit.
- Invite workshop attendees to a first‑class discount before they leave the room.
October summary
New clients increased again and fewer appointments were missed. Admin time kept dropping. Many first‑time visitors returned because the second visit was made simple. Workshops began to convert better by offering a small first‑class discount at the end.
What we measure — KPIs (KPI = a key number we track to see progress)
- Website visitors who became paying clients
- Instagram follower count
- Hours spent on manual admin (with cost)
- No‑shows and cancellations (with cost)
- Re‑bookings after the first visit
- Workshops that led to new clients
Website visitors who became paying clients
Instagram followers
Hours spent on manual admin (with cost)
No‑shows and cancellations (with cost)
Re‑bookings after the first visit
Workshops that led to new clients
Next steps
- Keep the second‑visit prompt in the thank‑you message and on the booking page.
- Continue day‑before reminders and small deposits to keep missed visits low.
- Offer a simple bundle to visitors who return within 30 days.
Milestones Approach to improving your digital flow
Wellness FriendlyBe findable on search/maps and route people straight to booking.
Clear, calm, mobile‑first pages where booking is obvious.
Booking, reminders and email work together without extra admin.
Short, helpful posts/workshop promos that lead to first bookings.
Titles and local listings tidied so you rank for your niche and city.
After‑hours FAQ that hands off to booking in a caring tone.
Simple numbers only: visits → bookings → returns, monthly.
Remove steps that cause drop‑off; fewer clicks, clearer copy.
Start lean, improve monthly; keep costs predictable and value clear.
Benchmark we use vs. your local peers
Peer baselineHandled by trusted providers (e.g., Mollie/Stripe) so clients can reserve 24/7.
Gentle SMS/email nudges lower no‑shows and late cancels.
Collect essentials once (goals, consent) without paperwork overload.
A friendly follow‑up makes the second visit easy to choose.
Pages load fast and pass basic checks on phones.
Happy client quotes visible on site and business profile.
Finding the right tools for your needs
Based on your goalsSelf‑booking, calendar sync, reminders, deposits/payments — mobile‑tested.
Welcome series, review requests, re‑booking nudges, simple newsletters.
After‑hours FAQ that hands off to booking; human tone and opt‑out.
Keep your profile tidy, gather reviews, and show up for local searches.
We can build a mobile‑first website — or, if a site isn’t needed, integrate booking + email directly with Instagram or your Facebook group.
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