The Right Documentation
- Keep your client files handy, with a summary page on the front.
- Add a page for every session, writing the session number at the top.
- For each extra phone call, or email you send, which included XX minutes of coaching (exclude administrative matters), add “+ XX minutes” and the date to your summary page.
- If you use Outlook, open your client contact.
- Click on ‘All Fields’, and then choose ‘Miscellaneous Fields’ from the drop down menu.
- In User Field 1 enter the date you started coaching the clients.
- In User Field 2 enter the date you finished coaching the clients.
- In User Field 3 enter the number of coaching hours with that client e.g. 4.25.
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