A lot of coaches ask me how I stay organized. I’m not the most organized person, but I love finding the most efficient way to run my business.

I keep most of my work on Google Drive, Gmail, and Google Calendar. But for my in-person clients, I use a binder. Let me walk you through it.

  • Section 1: A blank page for session notes, handouts, revisit form, etc. >> Everything I will need for that day’s session.
  • Section 2: Session outlines provided by IIN. I’m not really using them, but I keep them around as a guideline.
  • Section 3: A spreadsheet with client names down the side and Sessions 1-12 across the top. I write the client’s name and then I write the date of each session. It’s a helpful overview and reminder of which session they’re on.
  • Section 4: Client information. I start with the Client Progress form because it gives a quick overview of that client’s goals and history, and then after each session, I can take a minute to fill it out. Then, I keep their goals sheet and all of my session notes, circle of life, and revisit form in order. When the client finishes the program, I put their notes in my filing cabinet.
  • Section 5: Extra printouts that I haven’t used yet.

I’ve made a video to show you how I organize my binder. Check it out and let me know what you think.

[kad_youtube url=”http://youtu.be/c7f2TE35Bj4″ maxwidth=600 ]

 

This is just for in-person clients, but I prefer to work by phone so I can reach more people. So, I keep a lot of information in Google Drive. I also keep the list of handouts in a Google Spreadsheet, which I use to plan the client’s program.

On Aug. 20, at 1pm, I’m giving a class about how to stay organized using Google Drive (Docs), Gmail, and the Google Calendar. I hope you’ll join me! You can get more details and sign up for the class here.

Take Action Now! Get a binder and get organized! Whether you do it how I do, or find your own way, getting organized will give you more confidence and make you feel professional.

Yes, please!
Check it out. You can unsubscribe anytime.
Yes, please!
Check it out. You can unsubscribe anytime.