🎁 Client Experience
CX Template

Weekly Check-in Form

Self-assessment form clients complete weekly. Tracks activity, energy, blockers, and wins. Data feeds into progress tracker.

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Experience-First
Enhances the client journey
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Responsive
Perfect on all devices
Fast
Sub-second page loads

Template Preview

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Weekly Check-in FormSelf-assessment form clients complete weekly. Tracks activit...In production: connected to client progress tracking system
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CFD Branded

CashFlowDiary colors, fonts, and voice applied throughout.

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Progress Tracking

Visual progress indicators and milestones

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Check-in Prompts

Weekly check-in reminders via email

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Mobile-First

Clients can access everything from their phone during interviews.

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