The Tracking Exit Checklist

Which clients come off tracking this week — and what replaces the number. Run the red-flag gate, tell the four fatigue modes apart, get the one-rung step-down with its replacement and the check-in script that goes with it. Built for a Monday roster pass, so it is free, needs no sign-in, and stores nothing.

Free coach tool — no sign-in, nothing stored

Macro tracking is a diagnostic instrument, not an operating system.

Four fatigue modes wearing the same expression, and each has a different off-ramp. This runs the kit in the order it prescribes: red flags first, then the log triage, then the mode, then the one-rung step-down and what replaces the number.

This checklist is a coaching tool, not a diagnostic instrument, and nothing in it is medical advice. Section 06 defines the referral line.

What this is

The article makes the argument. This is the pass. It is built to be run against a roster, not a person: one sitting, one client per row, a verdict for each.

Macro tracking is a diagnostic instrument, not an operating system. It is validly precise for a bounded window, it decays in accuracy and in attention cost the longer it runs, and the coach's job is knowing the exit criteria and what replaces the number — not defending the practice and not banning it.

Prescribe the exit when you prescribe the tracking.

The two misreads that cost the most

  • Modes 1 and 4 get misread as mode 3.

    The coach sees non-compliance and reaches for a conversation about the client's relationship with food, when the actual problem is a night-shift rotation.

  • Mode 2 gets misread as mode 1.

    The coach sees "logging has gotten sloppy" and tightens, when the client has finished learning and is signalling it.

Nothing you enter here is saved, sent, or recorded — not the triggers, not the answers, not the mode. It lives in this tab and disappears when you close it. Write the row on your own sheet as you go; the printable roster sheet below is built for exactly that.

Run one client

One client per pass. Finish it, write the row down, then start the next one.

Before anything else — any of these?

Run this on every client, every time, before you diagnose anything. It takes under a minute and it is the one step that has a floor under it.

Any one of these. Not two, not a pattern, not "if it persists." One.

Clinical assessment tools for these conditions exist. They are clinical instruments, administered and interpreted by clinicians. This kit does not teach one, reproduce one, or offer one for a trainer to run, and no part of this section is a screening questionnaire. It is a list of things that mean stop and hand over. You report an observation. You do not name a condition.

New prescription

The Tracking Mandate

A four-question form you complete at prescription time, not at exit time. This is the section that makes the rest of the kit unnecessary next quarter.

Prescribe the exit when you prescribe the tracking.

Nothing here is saved. Copy the mandate into the client's file before you close the tab.

Name the specific thing this client does not yet know. Not "awareness". Something you could confirm they had learned.

Useful answers: Portion reality · the protein floor · the weekend gap · the relationship between intake and the scale · what 30g of protein actually looks like · which meal is carrying the surplus

Pick the rung from section 03 that is sufficient for the purpose above, then stop. Most goals do not need the top of the range.

  • Finding a large, unknown intake gapRung 1 — weigh and log, 2–4 weeks
  • Learning portion realityRung 2 — log without weighing
  • Hitting a protein floorRung 4 — protein-only monitoring
  • Restoring structure after a collapseRung 3 — hand portions
  • Establishing consistency, nothing moreRung 5 — adherence-only

A stated number of weeks. Set in advance. Said out loud, in the session, in the client's hearing. Default: 4–8 weeks for a teaching purpose. If you cannot name a number, the purpose in M1 is not specific enough — go back and fix it.

Default: 4–8 weeks for a teaching purpose.

No duration set. The kit does not default this for you: if you cannot name a number, the purpose in M1 is not specific enough — go back and fix it.

Useful answers: the client can predict the number before entering it, five meals running · four consecutive weeks at target without a change in effort · the review date arrives · the client asks

M5 — say the exit out loud

Composed from your four answers. Adjust the wording to sound like you before you say it.

"We're doing this for [number of] weeks, and the point of it is [purpose]. When you can [trigger], we stop and move to [successor]. That's not you quitting — that's the tool having done its job. I'd rather tell you the endpoint now than have you wondering whether this is forever."

Say the exit out loud, in the prescription conversation. The words matter more than the form does. A client who knows the endpoint at the start does not have to invent one at week nine.

Write the review date somewhere that will interrupt you. Calendar, client file, whatever your system surfaces without being asked. A mandate that lives only in a document you don't reopen is a mandate you didn't set.

Re-run the mandate if the purpose changes mid-protocol. A goal change, a medication change, a life change — any of these can invalidate M1, and a purpose that has quietly changed is how a two-month prescription becomes a two-year one. Re-answering four questions takes three minutes.

Get the full Tracking Exit Checklist

The pass above is free and stays free. Drop your email and the rest of the kit opens right here — all seven check-in scripts verbatim, the full replacement menu with every accuracy statement, the seven referral triggers with the three professionals to line up first, and the printable roster sheet. We email you the link to the full PDF.

  • Right here: all seven check-in scripts, verbatim, including the referral sentence
  • Right here: the full replacement menu — five options, each with its honest accuracy statement
  • Right here: the seven referral triggers and the three professionals to line up before you need them
  • Right here: the printable roster sheet, built for a paper pass
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