organization - Inner Firewalking

Keeping Track of Your Clients

The following is a transcription taken from Explode Your Practice.

So you’re going to need some kind of summary.

So your homework exercise, what I invite you to do, is write down the key things that you would like to be able to reference for a person. Any key information about them, anything that will help with your coaching.

One thing I write down is strategies next to the goal. They may have a goal on relationship so I write the strategy next to the goal and I don’t want to have to keep coming up with new strategies every week. Ok are you going to clean up your life? Ok that is a strategy. Are you going to go out and meet as many people as you can? That’s a strategy and that way you can hold them accountable to having some consistency. That will let you have follow through in your coaching rather then week-by-week whatever happens.

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.