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Keeping Track of Your Clients

Home ExplodeKeeping Track of Your Clients

Keeping Track of Your Clients

Posted by David Wood |

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.

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Tags: coaching structurecoaching techniqueslife coachingorganization

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About David Wood

For 20 years David has helped entrepreneurs around the globe to grow their results, by growing themselves. A former consulting actuary to Fortune 50 companies in New York, David quit corporate life to pursue his inner journey, which now deeply influences his work. A digital nomad, David is currently dancing salsa, paragliding, and coaching his rock star entrepreneur clients from Colombia. His specialty is doubling your productivity and profits, while halving your stress. If you become a highly authentic and inspirational leader in the process, well….that can’t be helped.

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Copyright 2018 David Wood.

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