Start here

Read these once at the start.

Completed
2. Design – Office How coaching worksHow sessions run, and what I need from you.
Completed
3. Communication Your goalsWhat you’re working toward, in your own words.
Untitled-18 Join your sessionSame time every week.
Untitled-18 Join your sessionSame time every week.

We meet at the same time every week and the link stays the same. If something comes up, use the second link to move the session rather than skip it.

  • Join the session https://zoom.us
    Open
  • Reschedule this week https://calendly.com
    Open

Your sessions

What we agreed, and what happens before the next one.

Untitled-14 Where you areYour focus this week, and what you agreed to.
10 Sep
Untitled-13 Session notesEverything we’ve covered, session by session.
3. Communication Your check-inFive minutes, the day before we speak.
9 Sep
Untitled-15 Send me your workDrafts, documents, anything you want me to read.
0
Untitled-15 Send me your workDrafts, documents, anything you want me to read.
0 files uploaded

Anything you’d like me to look at before the session goes here. Send it a day ahead if you can, so I’ve had time to read it.

You cannot upload files to a public portal.

Demo note: This portal is public so you can look around, and Client Portal doesn’t allow uploads on a public portal. In a real client portal this is where the upload box appears, and anything your client sends lands in the portal instead of your inbox.

Resources and next steps

Use these whenever you like.

Untitled-13 Resource libraryWorksheets and things worth reading.
2
Untitled-13 Resource libraryWorksheets and things worth reading.
3 files attached

The two worksheets I hand out most. The weekly review is the one to keep doing after we finish.

Untitled-14 Reading and toolsWhat I recommend, and why.
Untitled-14 Reading and toolsWhat I recommend, and why.

None of this is required. It’s what I recommend most often, kept in one place.

1. General Add more supportExtra sessions when you need them.
1. General Add more supportExtra sessions when you need them.

Some weeks need more than one call. Extra sessions can be added to your existing block, or booked as a longer intensive when something big is coming up.

Anything added here is billed separately from your current block.