Why clients won't use your fancy dashboard

26 Oct 2025 · 0 min

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0:26

In this brief advisory segment, the speaker explains that many corporate clients are reluctant to actively engage with dashboards, often due to inertia or laziness. To overcome this, he recommends "spoon‑feeding" the dashboard content: record a weekly Loom video that walks the client through the data and share it for on‑demand viewing. He also suggests streamlining the engagement process by providing a calendar link that includes an automated qualification step, allowing clients to schedule a live walkthrough directly. These tactics aim to increase dashboard adoption by reducing friction and proactively delivering insights.

The trick with dashboards, uh, from my experience running this for my clients is people are a little bit lazy, especially in corporate, and they don't sign into them. So you spoon feed it to them. Basically, I recommend recording a Loom weekly where you talk through the dashboard and send them that to watch. Or still just the ideal, I think, is just having a calendar link where you can just book people straight into their calendar. So you have some sort of qualification piece that's automated and then they go direct into the calendar as well. That's an option too.