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Make moneyRuns on a schedule

Keep every client on track to renew

Every Monday Viktor scores each client on calls attended, check-ins, community activity and payments, flags who is slipping, and drafts the check-in you would send. You approve every message.

Viktor asks a few setup questions, shows you a first result, then keeps it running

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The prompt

Every Monday at [9am], check every active client in [my CRM or program tracker, for example GoHighLevel, Airtable or a Google Sheet] against their activity: coaching calls attended in [Zoom or Calendly], check-in forms, posts in [Skool or Circle], and payments in [Stripe]. Score each client green, yellow or red and tell me why in one line. List everyone whose commitment or payment plan ends in the next [60] days. For every yellow or red client, draft a personal check-in in my voice and suggest the next step (a call, a win to celebrate, a renewal offer). Every weekday, tell me about anyone who has gone quiet for [7] days. Ask me before you send anything to a client.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Reads each active client's calls attended, check-ins, community posts and payments

  2. Scores every client green, yellow or red with a one-line reason

  3. Lists everyone whose commitment or payment plan ends in the next 60 days

  4. Drafts a personal check-in or renewal offer for each yellow or red client

  5. Flags anyone quiet for 7 days on weekdays

  6. Waits for approval before anything goes to a client and counts renewals that follow

How we count the outcome

Annual value of clients Viktor flagged at least 14 days before their commitment ended, who got the suggested action, and who renewed (USD per year, shown per month)

Example with typical numbers, not a customer result.

Estimate (example inputs): 60 active clients at $500 a month, 10 ending their commitment in the next 60 days. At stake: $5,000 a month ($60,000 a year). If 1 at-risk client a quarter is saved: $6,000 a year, about $500 a month. Reviewing 60 clients by hand: 4 weekly runs x 90 min x 0.5 x $30.76 = about $92 a month.

Proof

134 of 596 paying education and coaching businesses on Viktor already run a version of this (as of 15 Oct 2026).
Viktor production data

Works with

Needs

  • GoHighLevel or Airtable or Google Sheets (client list)

Also uses

What it sets up

1 weekly health check, 1 weekday quiet-client alert, 1 skill with your program, renewal offer and coach voice

Your first result

First green, yellow and red client list with drafted check-ins in the same conversation

Questions

From the signals you already have: calls attended, check-in forms, community posts and payments. You choose which ones count, and Viktor explains every yellow or red in one line.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

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