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Coaching notes and client progress

How can a busy coach prepare for the next client session in just a couple of minutes?

Great sessions start with quick prep. Here is how to walk in ready in a couple of minutes, even with a full roster.

How can a busy coach prepare for the next client session in just a couple of minutes?
Photo: Unknown via Openverse

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.

Key takeaways
  • 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
Julien Jimenez
Written by

Julien Jimenez

Julien Jimenez is an independent software builder based in Paris. He designs, ships, and operates focused SaaS products for small businesses and independent professionals. Read the full author page.

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