How I stay organized

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.

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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.

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  1. Terra, I think you are a mind reader! I have organized and reorganized several times in the last year. This is perfect ! I’d like to be in the next workshop.

  2. Loved your video!! Great idea 🙂 I am sorry I missed your google drive class..I opened this video before but never scrolled down to the very end and just saw the dat and time 🙁 I am taking the binder idea 🙂

  3. Always welcome your ideas Terra. Thanks for your video, I’m working on the organization part.
    Now that I’m in the launch your dream book writing course, I have papers all over-LOL.

    I do have a nice PR binder set-up highlighting my speaking events/workshops & snippets of my
    offerings. <3

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