Feature · Tasks

No client commitment slips through the cracks

What a client committed to, the thread to reopen, the follow-up not to forget: Klarity keeps every to-do in one place, added by hand or suggested by AI.

TodayThis weekLater

Send the action plan to Camille

Camille D.MemoTomorrow

Follow up on the delegation exercise

Hugo L.EngagementThu

Prepare the quarterly recap

Sophie R.Fri

Objectives check-in

Marc A.Engagement

The problem

Follow-up between sessions rests on sticky notes

  • « He was going to keep me posted. »

    A commitment made in session, written down nowhere: three weeks later, no way to know where it stands.

  • « I was meant to send that back. »

    Follow-ups and next steps on the coach's side pile up in your head, until one falls through.

  • « What did we say last time? »

    Without a trace tied to the session, the thread of actions is lost, and the continuity of the work with it.

One place

Every follow-up, tied to the right client

Each commitment and next step lives in one place, tied to its client and its source session. Nothing to hunt for, nothing forgotten.

  • Organized by deadline, filterable by client
  • Today, this week, later or no date
  • Every action linked to its source session
Tasks forJMJulien M.

Suggest a concrete exercise to anchor the action

Jul 22Memo

Revisit the avoidance pattern spotted

Jul 24Memo

Prepare a mid-point check-in

Jul 25

Suggested, not retyped

Follow-ups surface from your sessions

The memory chat can suggest follow-up tasks, and the commitments a client made in session convert to a task in one click. You adopt them, without retyping everything.

  • Tasks suggested by the memory chat
  • Session commitments converted to a task in one click
  • Or created by hand when you prefer

Where did we land with Sophie on her relationship to authority?

Sophie has progressed on actually exercising her authority, but remains uncertain about owning it symbolically with her former peers. The gap between the two has been visible since February.

What has shifted

Across the last three sessions, she has managed to:

session 12 · Apr 16session 13 · Apr 30session 14 · May 9
  • Hold a clear frame in team meetings
  • Decline a request from her manager without over-justifying

What is still stuck

The topic of Pierre (former peer turned direct report) remains central and barely moves. Mentioned in 7 of the last 8 sessions, almost always in the second half.

Follow-up that serves the relationship, not productivity for its own sake

The goal isn't to turn you into a task manager. It's to make sure no commitment made with a client is lost, so each session picks up exactly where the last one left off.

Frequently asked

What coaches ask us

Everything you need to know about this Klarity feature.

Another question? Write to us
How do I keep follow-up between two coaching sessions?

By keeping each client's commitments and next steps in one place, tied to their source session. The memory chat can suggest tasks, and engagements spotted in session convert to a task in one click from the client record.

Do I have to enter tasks by hand?

You can, but you don't have to: from the memory chat, Klarity can suggest follow-up tasks you adopt in one click, and commitments made in session convert to a task from the client record. You stay free to adjust everything.

Go further

The rest of the Klarity ecosystem