
Long notes go unread
A note that captures everything is a note you will not reread. Volume is the enemy of usefulness.
The point of a note is not to record the whole session but to hand your future self the few things that matter.
Capture decisions and commitments
The most useful things to note are what the client decided and what they committed to do before next time.
Those two items tell you exactly where to pick up, which is the whole job of a prep note.
Note what to revisit
Add a line about anything to circle back to, a topic they deflected or a goal that needs a check-in.
That prompt keeps important threads from getting dropped across many sessions.
Keep it short and dated
A short, dated note that you write right after the session, while it is fresh, beats a long one you never revisit.
Useful notes are brief, specific, and consistent, which is what makes preparing next time quick.
- Long notes get ignored
- Record decisions and commitments
- Note what to revisit next time
- Keep notes short, dated, and fresh
Every client, every session, one ledger
Coaching session notes and client progress ledger. CoachLedgr is built to help you put this into practice.
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