Pro Tip: Get the Most from Client Consultations

Have you ever found yourself going through a client consultation feeling unprepared, disorganized, or unsure what to focus on? A structured approach to consultations can transform these sessions from routine check-ins into powerful tools that drive client results and strengthen your coaching relationship.

Pro Tip: Get the Most from Client Consultations

What is a Consultation Framework?

A consultation framework is a structured template that guides your client conversations with purpose and consistency. Rather than starting from scratch each time, a well-designed template ensures you cover all critical areas while maintaining space for personalized discussion. This approach helps you:

• Stay organized and focused throughout the conversation

• Ensure no important topics are missed

• Create consistency across all client interactions

• Provide clear documentation for both you and your client

How to Implement a Consultation Framework in CoachRx

Here's a step-by-step process to prepare for and conduct effective consultations:

1. Pre-Consultation Preparation

• Review the last 4 weeks of weekly check-ins

• Review previous consultation notes and action items

• Identify specific topics that need addressing

• Open the consultation notes section before the meeting

2. Create Your Template Structure

• Objectives/Goals (both long-term and next cycle)

• Training review (what went well, what needs changing)

• Nutrition review

• Basic Lifestyle Guidelines (BLGs) focus areas

• Follow-up notes and action items

• Scheduling reminders (next consultation, assessments)

3. During the Consultation

• Add private notes about observations or areas to explore

• Document the conversation as you go

• Ensure you cover all template sections

• Record specific action items and next steps

4. After the Consultation

• Export the notes as a summary for your client

• Use the scheduling link feature to set up the next meeting

• Review the notes to inform your programming decisions

Why This Matters

A structured consultation process transforms these meetings from casual check-ins into strategic planning sessions that drive results. When clients see this level of preparation and organization, it builds trust and demonstrates your professionalism.

For you as a coach, having a consistent framework saves significant mental energy and ensures you're making informed programming decisions based on a complete picture of your client's situation. It also creates a valuable record of the client's journey that you can reference to show progress over time.

Challenge yourself this week to develop a template that works for your coaching style, then use it with your next few consultations. Pay attention to how it changes the quality of your conversations and the clarity of your programming decisions.

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