Coaching, Therapy Clients

Manage your clients whether you are a coach, therapist... Client's profile, meeting notes, etc

Sessions
3
Steps
15
Last edited
Jan 7, 2025
Created by
Nova

About this process

Manage your clients whether you are a coach, therapist, or someone in a similar sector. Customize your templates and build your processes as you go. Includes the client's profile, internal notes, and all your work and documents.

Sessions at a glance
#SessionSteps
01Meeting Notes502My tasks203Application form (Sample)8

The process in detail

3 sessions · 15 steps
01

Meeting Notes

5 steps
  1. 1

    Main discussion points

  2. 2

    Client Participation (check all that apply)

  3. 3

    Client mood

  4. 4

    Notes & Observations

  5. 5

    Plan for next session & add any links or documents to the session.

Read the full text
1. Main discussion points
Write a note
2. Client Participation (check all that apply)
Choose one or more
  • Active
  • Non-verbal, but engaged
  • Withdraw
  • No apparent interest
  • Disruptive
  • Leadership
  • Offered feedback
  • Supportive
  • Not supportive
3. Client mood
Choose one or more
  • 😌 Stable
  • 😢 Depressed
  • 🤧 Sad
  • 😤 😡 Angry
  • 🤡 Euphoric
  • 😤🤨 Irritable
  • 😰 Anxious
4. Notes & Observations
Write a note
5. Plan for next session & add any links or documents to the session.

Record any major observations, follow-up questions, or items to check on in the next session, along with any plans that need to be implemented or actions shared with the client in the conclusions.

Upload files or add links
02

My tasks

2 steps
  1. 1

    📋 My tasks

  2. 2

    🎢🎡 Direct Links & Resources

Read the full text
1. 📋 My tasks
Add tasks
2. 🎢🎡 Direct Links & Resources
Upload files or add links
03

Application form (Sample)

8 steps
  1. 1

    🧑‍🎨👩‍🎤👩‍💼🧑‍🏭👨‍🌾🦸 Tell Me about You.

  2. 2

    ✔❤️ What Is Your Ultimate Goal In Life?

  3. 3

    🧠🫁🫀 What Does Your Intuition Tell You About This Goal?

  4. 4

    If You Can Change One Thing About The Goal What It Would Be?

  5. 5

    How Would Your Best Friend Describe You?

  6. 6

    Meetings & communication

  7. 7

    🕰 Meetings & communication: Book your next appointment

  8. 8

    Additional team notes (Internal)

Read the full text
1. 🧑‍🎨👩‍🎤👩‍💼🧑‍🏭👨‍🌾🦸 Tell Me about You.
Write a note
2. ✔❤️ What Is Your Ultimate Goal In Life?
Write a note
3. 🧠🫁🫀 What Does Your Intuition Tell You About This Goal?
Write a note
4. If You Can Change One Thing About The Goal What It Would Be?
Write a note
5. How Would Your Best Friend Describe You?
Write a note
6. Meetings & communication

When should we schedule our meetings?

Choose one or more
  • Monday - mornings
  • Monday - afternoons
  • Tuesday - mornings
  • Tuesday - afternoons
  • Wednesday - mornings
  • Wednesday - afternoons
  • Thursday - morning
  • Thursday - afternoon
  • Friday - morning
7. 🕰 Meetings & communication: Book your next appointment

🔥🕰How often do you want to meet with me?

Choose one or more
  • A couple days a week
  • 1 day a week
  • Every 2 weeks
  • 1 day a month
  • Every 2 months
  • 3-4 times a year
  • 1 session a year
8. Additional team notes (Internal)

How do you perceive the client? What are the barriers do you see? What are the next step?

Write a note
Use this process
Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNova·Official process
Last edited Jan 7, 2025·3 sessions · 15 steps