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Session & Progress Tracking
Session Notes
A coach-facing template to capture the essence of each session so nothing important slips between calls.
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Preview entries are temporary. They are not saved or transferred through signup. Download a blank fillable PDF to complete offline.
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What was the client's emotional state and energy at the start of the session?*
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Key insight or breakthrough the client reached*
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What did the client commit to doing before the next session?*
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What obstacles did the client anticipate, and how will they handle them?*
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What coaching question or tool did you use that worked well? What would you do differently?*
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Follow-up or homework to review at the start of the next session*
Educational Guide
Designed for coaches, this structured template ensures consistent, high-quality documentation. By capturing the client's energy, the core breakthrough, and the exact commitments made, it prevents continuity loss between sessions and serves as a powerful artifact for reviewing the client's arc over the entire engagement.
Built for the Client Experience
- Sent via magic-link directly to client's email or SMS
- Requires no client app installation or portal login
- Responses stream instantly back to your coach dashboard