197 | What to Include in Your Client Notes

In this episode, we’re going to cover what to include in both your internal and external client notes. This episode applies to coaches, consultants and done for you service providers who engage in client meetings. Detailed client notes will strenghten your client experience, increase retention and provide a safety net in the event you need additional proof of service.

Creating Your Own Frameworks Workshop Replay: https://www.thepowercollective.co/frameworkclass/

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Today’s epsiode is sponsored by Paperbell. Paperbell is the new tool that powers your online coaching business. Paperbell handles your payments, your appointment scheduling, sending files to your clients, contract signing and more. You can get started with a free account at paperbell.com/podcast.

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