Topic
Client tracking
Keeping the thread of each client between sessions, without carrying it all in your head. Our articles on client tracking: commitments, progress and open loops, gathered in one place.
4 articles
Growing your practice
Retain your coaching clients: practical levers that work
How to retain coaching clients as a solo coach: the economic case, the relational levers, and the role of memory in building long-term loyalty.
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Tools
Client management software for coaches, reconsidered
Client management software for coaches usually means a sales CRM. For a solo coaching practice, the real need is different. Here is what to look for.
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Tools
Client tracking tools for coaches: an honest comparison
Spreadsheet, Notion, or dedicated software? A frank comparison of client tracking tools for solo coaches: criteria, trade-offs, and what holds up long-term.
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Coaching practice
Measure client progress in coaching: a practical method
How to measure client progress in coaching: what to track, how to review it over time, and why longitudinal memory makes the difference.
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Frequently asked questions
What is client tracking in coaching?
It's keeping the thread of each client between sessions: open commitments, progress and points to revisit, gathered in one place rather than held in your head.
How do you track commitments made between sessions?
By centralising each next step, added by hand or suggested by AI, and surfacing it when you prepare the following session. Follow-up no longer rests on memory alone.
Is a regular CRM enough to track coaching clients?
Rarely: a CRM is built for sales, not for a long-term coaching relationship. Coaching client tracking links sessions, commitments and each client's recurring themes.