Reporting & analytics support for coaching & training businesses

If you're running a coaching or training business, you're likely sitting on more data than you're using — client session logs, cohort completion rates, revenue by program, and lead conversion metrics that never quite make it into a usable format. A Trusty Oak EA can take that raw data and turn it into reports you can actually act on. Whether you're preparing a quarterly business review, tracking client outcomes for a group program, or building a dashboard to monitor enrollment trends, this is work that doesn't need to be on your plate.

100+ tasks completed in this service category across our client base.

Fractional reporting & analytics support for coaches and trainers

How Trusty Oak handles reporting & analytics for coaches and trainers

A Trusty Oak EA assigned to reporting and analytics for your coaching business will typically start by understanding which numbers you actually care about — client retention, program revenue, session attendance, or lead-to-enrollment conversion — and then build a repeatable system to track and report on them. Day-to-day, that might mean pulling data from tools like Kajabi, CoachAccountable, Acuity Scheduling, or your CRM, then organizing it in Google Sheets or Airtable and producing a clean summary on whatever cadence makes sense for your business. They'll flag anomalies, update dashboards, and send you a digest so you're not hunting for numbers before a board call or investor conversation. Your role is to review the output, give feedback on what's useful, and make decisions — not to touch the spreadsheets.

What your EA takes off your plate

Before handing this off, spend 30 minutes writing down the five to seven numbers you check most often when you want to know how your business is doing — don't assume your EA will know which metrics matter to you. The most common mistake coaches make when delegating reporting is giving access to all their tools but no context about what decisions the data needs to support, which results in reports that are technically accurate but not actually useful.

1

Monthly Revenue and Enrollment Report

Pull program sales data from Kajabi, ThriveCart, or Stripe and compile a monthly summary broken down by offer, cohort, or membership tier.

2

Client Progress and Completion Tracking

Log session attendance, milestone completions, and outcome data from CoachAccountable or your intake forms into a structured tracker for individual or group clients.

3

Lead and Conversion Funnel Reporting

Compile discovery call booking rates, show-up rates, and close rates from your CRM or Calendly data to show where prospects are dropping off.

4

Google Analytics and Social Traffic Summary

Pull website traffic, top-performing pages, and referral sources from Google Analytics 4 and summarize trends relevant to your program launch or content strategy.

5

Program ROI and Retention Dashboard

Build and maintain a Google Sheets or Airtable dashboard that tracks client lifetime value, churn rate, and return enrollment across your coaching programs.

Tools our team works with

We adapt to your existing stack — no forced migrations.

HubSpot
Salesforce
Zapier
Google Looker Studio
Google Analytics 4
Microsoft Excel

...and many more!

Trusted by coaches and trainers

Trusty Oak supports coaches and trainers including Coach Wolfgang, Martin Global Leaders, Ruth Calabrese Leadership Coaching, and 1 others — handling everything from reporting & analytics to broader operational support.

What reporting & analytics support costs for coaches and trainers

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently Asked Questions

That depends on where your data lives, but commonly it includes your course or membership platform (Kajabi, Teachable, Thinkific), your scheduling tool (Acuity, Calendly), your payment processor (Stripe, ThriveCart), and any CRM you use. Your EA will let you know exactly what access they need during onboarding, and your Client Success Manager will help map that out in your Strategic Delegation Plan.
Starting from scratch is fine — in fact, it's common. Your EA can help you identify what data is worth tracking, set up a simple reporting structure in Google Sheets or Airtable, and establish a cadence for updates. You don't need an existing system; you just need to know what questions you're trying to answer.
For most coaching and training businesses, the reporting needs don't require a dedicated analyst — they require someone organized and consistent who knows how to pull, structure, and present data clearly. A Trusty Oak EA at $35/hr handles the operational side of reporting: gathering data, maintaining dashboards, and producing summaries on schedule. If you need predictive modeling or complex statistical analysis, that's a different scope, but the majority of coaches find that level isn't what they actually need.

Get your coaching business data working for you

Trusty Oak's onboarding includes a Strategic Delegation Plan built around your specific reporting needs — so your EA starts with context, not guesswork. Monthly budgets start at $1,000 with a one-time $300 onboarding fee.