
Prep is what clients feel
A client can tell within a minute whether you remember their last session. Prep is the difference between generic and personal.
But with a full roster, deep preparation before every session is not realistic, so you need a fast, reliable method.
Read the last note first
The single most useful thing you can review is your note from the previous session, what you covered and what they committed to.
That note reconnects you to the thread of their story, so you pick up rather than start over.
Check open commitments and goals
Glance at what the client said they would do and where their goals stand. That tells you exactly where to begin.
Opening with a commitment they made shows you were paying attention, which builds trust fast.
Keep prep to a glance
When your last note, commitments, and goals sit on one screen, prep becomes a quick glance instead of a search.
A minute of focused review beats ten minutes of hunting through scattered notes, and the client feels the difference.
- Clients notice whether you remember them
- Start with the previous session note
- Check open commitments and goal progress
- Keep everything in one place for a quick glance
Every client, every session, one ledger
Coaching session notes and client progress ledger. CoachLedgr is built to help you put this into practice.
Start your ledger freeMore from the CoachLedgr blog

What is the best way for a coach to show a client real progress over many months of work?

What makes a coaching session note actually useful when you sit down to prepare next time?

