ClientWise LLC
ClientWise™ Coaching Call Notes
Get clear. Get focused. Get results™
Please input all dates in m/d/yyyy (single-digit dates) or mm/dd/yyyy (double-digit dates) format.
Client:
Coach:
Session Number:
Date of Session:
Progress/Achievement Since We've Last Connected:
Today's Objectives:
Committed Next Action Steps Before Our Next Call:
What Worked Well on Today's Call?
What Didn't Work Well, Or As Well As You Would Have Liked?
What Can We Change or Adjust Going Forward So This Doesn't Happen Again?
What, if any, Information Is Important For Us To Know? (Coach Comments for the Relationship Management Team)
ClientWise PAM Areas Discussed
Organizing Priorities
Client Engagement Model
Client Acquisition Strategy
Marketing Approach
Team Development
Professional Advocate Network
Business & Operational Mgmt
Leadership
Innovation
Focus on Growth
Next Generation
Succession Planning
