One record per client. And the whole company around them.
The person you coach, the executive who signs the invoice, the peer relationship you are working on, the package, the renewal date — one record, linked to their company, carrying every session, commitment and file you have ever exchanged.
The CFO she mentioned is on the record, not in a DM
Your best coaching depends on details you cannot search.
Coaching is relational work. The moment context lives in a notebook, a DM and your memory, you start every session paying an archaeology tax.
Who was the CFO she kept mentioning? What did her CEO actually promise in January? It is somewhere in a thread you cannot search.
HR buys it, the executive is coached, the CEO wants outcomes. Three relationships, one spreadsheet row, and nobody clear on who sees what.
A term ended, and you found out when an invoice bounced back. Renewal dates that live nowhere get missed by everyone.
One record. Everything hangs off it.
Records are not a contact list. They are where the engagement, the people, the history and the money all meet.
A booking, an inquiry form or a signed proposal creates the client with what you already collected. Or import your existing list from a spreadsheet or your contacts app in one pass.
Attach the coachee to their organisation, add the sponsor, the HR contact and the stakeholders you coach around — each with their own role and level of access.
Sessions, notes, commitments, files, scorecards, proposals and renewal dates all live on the record. Open it before a call and you are already caught up.
Built for corporate engagements, not just contacts.
The hard part of coaching admin is that the buyer, the coachee and the beneficiary are often three different people.
One organisation, many people, clear roles. Coach four executives at the same firm and see them individually and as one account with one renewal conversation.
Package, term, cadence, rate, sessions used and remaining, sponsor and renewal date — visible without opening a spreadsheet or an invoice.
Assessment type and date, coaching tier, cohort, focus areas, whatever your practice actually tracks. Filter and report on any of them.
A sponsor sees progress summaries; the coachee sees their portal; private coach notes stay yours. Nobody sees anything you have not deliberately shared.
What lives on a client record
Stop rebuilding context before every call.
Import your client list during the trial and open a record before your next session. If you are not more prepared in less time, you have paid nothing.