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How to use this template (delete this box when you're done)

1. Duplicate this page for each client.
2. Replace the [bracketed] text and the example rows. After each session, add it to Sessions and put the actions you agreed in Homework.
3. To share each workbook with your client outside Notion, publish it with Sotion: your own domain, with a password or email sign-in for each client. </aside>

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Welcome, [Client name]. This is your workbook for our coaching together: the goals we're working towards, notes from each session, what to try before we next meet, and resources to go deeper.

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Our agreement

• Sessions: [six sessions, every two weeks, 50 minutes by video]
• Rescheduling: [give 24 hours' notice and we'll find a new time]
• Between sessions: [email [email protected], and I'll reply within two working days]
• Confidentiality: [what you share stays between us unless you agree otherwise]

Before each session

Take five minutes with these questions, and bring your answers to the call.

1. What has gone well since we last spoke?
2. What got in the way?
3. What would make this session most useful to you?

Goals

Sessions

Homework

Resources