Up until now, I’ve had a pretty basic system of tracking notes for my clients and mastermind group members …
I’ve been using a Moleskine notebook to record notes about their goals and regarding our conversations, to reference and jog my memory when needed.
While I love journalling, I admit that this isn’t the best approach for tracking such things (it comes right from “The Stone Age”).
So I recently started using CoachablePro, an all-in-one platform for coaches which helps me with my client notes.
In addition to that, it also provides scheduling, invoicing, and everything needed to run a coaching business without all of the usual hassle and BS.
If you’re feeling overwhelmed by trying to juggle multiple tools for your business, check out CoachablePro … it’ll give you everything you need for a low monthly fee.
More details here:
