Module 5: Coaching Session Flow

Unit 1: Suggested Flow of
Private Coaching Sessions

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Completed Unit 1: Suggested Flow of Private Coaching Sessions.

Celebrate success: ask them about what accomplishments or breakthroughs they’d like to celebrate
Follow-through: Explore last month’s action items.
- If successful, identify what was helpful for the client in achieving success.
- If not, what prevented the client from succeeding and what needs to be in place to facilitate success?
Educate: Review new information. Identify what educational aspect or guidance the client needs to move forward.
Feedback: Address questions and challenges
Session insights (Ah-ha moments): Pinpoint and highlight breakthroughs.
Set goals: Identify the action steps client will commit to for the next month.
After the call, send an email once the recording has been uploaded to their Google Drive folder and the link is in the ‘Appointment Tracker’ tab in the Master Tracker. Include in the email a link to the Google Doc with their session notes that includes summary of the call and action steps. If possible, include some type of recipe or tip based on the call.

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