Give every coaching client a clear place for their goals, session notes, action steps, and check-ins. Keep the relationship moving long after the intake is complete.
For business, career, leadership, and personal-development coaches.
Sample workflow
Jordan at Acme & Co. is working with you on becoming a more confident team leader. Start with her goals, then keep each session, action plan, and reflection connected.
J
Follow Jordan MillerOne client. One connected workflow.
01
Start with the person behind the goal.
Ask about their priorities, challenges, and what progress would look like. Include your coaching agreement, welcome tutorial, and scheduling link in the same flow.
Illustration of understand the starting point for Jordan Miller.
02
Keep session notes beside the follow-up.
Import notes from a supported meeting provider into the client conversation. Add your summary, share a resource, and give the client one place to ask questions between sessions.
Illustration of make the next step clear for Jordan Miller.
04
Ask what changed before you meet again.
Attach a questionnaire to a recurring task. Collect reflections, review past answers, and adjust the plan as the program develops. Keep package invoices and payments with the same client.
A prompt to try“Review Jordan’s latest check-in and our imported session notes. Prepare three questions for our next session and a draft follow-up task list.”Review the proposed actions before sharing anything with your client.
Start each session knowing where you left off.
The intake, conversations, commitments, and dated reflections stay together. Offer your coaching package and manage its invoices in the same client workspace.
