Topic
Client records
2 articles on client records, written for established coaches, consultants and independent practitioners.
The Practice LibraryAugust 30, 20264 min
What Belongs in a Client Record
Most practitioners keep session notes and nothing else, which means the practice's memory lives in one head. Here is the short list of fields that make a record useful to somebody other than the person who wrote it.
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The System UnderneathAugust 30, 20264 min
The Handoff Nobody Owns
The moment a practice takes on its first team member, a new failure mode appears that solo practice never had. Things fall between people. The fix is boring, and the cost of not fixing it is not.
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