COACHING SESSION NOTES

COACHING SESSION NOTES
Session Date

Month Day Year
Date
Name

First Name Last Name
Client Email
example@example.com
Company
Phone

Area Code Phone Number
Business Coach Name

First Name Last Name
Business Coach Email Address
example@example.com
Organization associated with
NOTES
What were the topics discussed in this coaching session?

Accounting/Budget Business Management Business Plan Assistance Cash Flow Management Certification Accounting/Budget Concept Research Customer Relations Customer Relations eCommerce Entity Formation Grant Funding Human Resources Legal Issues Funding My Business Loans Non-profit Issues Procurement Product Development Technology / Computers Marketing Social Media Strategy Technology / Computers Marketing Social Media Strategy Other:
DISCUSSTION TOPIC 1
Discussion Topic 1
. Topic 1 Notes
Topic 1 Next Action Item
Topic 1 Next Action Item Due Date

Month Day Year
Date
Topic 1 Next Action Item Responsible
DISCUSSION TOPIC 2
Discussion Topic 2
Topic 2 Notes
Topic 2 Next Action Item
Topic 2 Next Action Item Due Date

Month Day Year
Date
Topic 2 Next Action Item Responsible
ADDITIONAL COMMENTS
ADDITIONAL COMMENTS
AFTER SESSION WORK

Please click on the links marked YES to do the assigned work.
The applications below will help you develop the content for different aspects of your business plan. Each link will allow you to download an application to your phone or computer that contains surveys that will help you ask and answer the right questions.

You will receive the content that you my cut and paste into your business plan tool.

Click on a link to access each application.
Please click on the links below to do the work checked here.

EVALUATE MY BUSINESS IDEA WRITE MY BUSINESS PLAN BUILD MY BRAND GET MY BUSINESS FUNDED
EVALUATE MY BUSINESS IDEA

YES NO
CLICK LINK
WRITE MY BIZ PLAN

YES NO
CLICK LINK
BUILD MY BRAND

YES NO
CLICK LINK
GET MY BUSINESS FUNDED APP

YES NO
CLICK LINK
ADDITIONAL LINKS

Links discussed during the session
Link Description
GO TO THIS LINK 1
Link Description
GO TO THIS LINK 2
Should be Empty:

COACHING SESSION NOTES

NOTES

DISCUSSTION TOPIC 1

DISCUSSION TOPIC 2

ADDITIONAL COMMENTS

AFTER SESSION WORK

ADDITIONAL LINKS