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.