For independent executive and leadership coaches
Executive coaching software
Your clients, their previous conversations and the actions they agreed to take. Ready before the next coaching session.
Keep client records, session notes, your schedule and payment records together, alongside the way you already arrange calls.
Free for up to three clients. No card required.
Before the session
Review the last conversation and the action your client agreed to take.
After the session
Record what you discussed, your observations and the next focus.
Between sessions
Keep upcoming calls and outstanding payments in view.
01 · Prepare
Prepare for the person behind the role
A new leadership role, a difficult conversation or a change in the team. Keep each client’s current focus beside their recent sessions so you can review the details before a call.
- Current focus
- Delegation and feedback
- Last session
- Agreed a project handover
- Next focus
- Review how the handover went
02 · Record
Keep useful notes after each conversation
Record what you worked on, what you observed and what to return to next time. Type a note or dictate it, then review it before saving.
The completed session and its notes stay with the client’s history. You can revisit the agreed action before the next call.
03 · Keep track
Know which coaching sessions need paying
See outstanding session fees, record payments when they arrive and keep packages with the client record. Prepare payment requests using your own payment link or bank details.
04 · Look back
Review progress across several sessions
Choose a period of completed sessions to create a draft progress note from your coaching notes. Review and edit it before sharing it with the client.
You choose what to share. Session notes are not automatically sent to clients or their employers.
Built for your own client list
A simple plan for your client list
For independent executive and leadership coaches managing their own clients, in person or over video calls.
Start with a client or import your existing list. Keep arranging sessions through the calendar and booking methods you already use.
£8 a month
Every feature is free for up to three clients, with no card and no time limit. Complete has unlimited clients with exactly the same features.
Every account starts with 30 days of unlimited clients, no card required. After that, keep every feature free for up to three clients, or choose Complete for unlimited clients.
Free for up to three clients. No card required.
Questions from executive coaches
Before you start
Client records, notes, payments and plans.
Keep reading.
How to Write Coaching Session Notes.
Coaching session notes record what you worked on, what changed and what you agreed to revisit. Keep them brief enough to read before the next session. The examples below are fictional.
Read the guideGuideChoosing the best coaching software for you.
The best coaching software is the one that handles your recurring tasks at a cost that fits your business. For solo coaches, start by testing client records, session notes, scheduling and payment tracking with a fictional client.
Read the guideFrom the JournalNancy Kline and the discipline of not interrupting
Nancy Kline’s work asks listeners to resist interrupting, even with a useful question. A pause may mean the client is still thinking.
Read the postHave the previous conversation ready
Keep your executive coaching clients, sessions, notes and payments together.
Free for up to three clients. No card required.