Free coaching session notes template
A structured coaching session notes template with eight sections: check-in, today's focus, key discussion points, insights, commitments with owners and due dates, metrics, private coach observations and next-session prep. Download it directly, no signup required.
What's in it
1. Check-in
Wins, challenges and whether last session's actions got done, so every session starts from where the client actually is.
2. Focus for today
What the client wants to work on and why it matters now.
3. Key discussion points
The few things that mattered, not a transcript.
4. Insights
Breakthroughs in the client's own words, the most useful thing to read back later.
5. Commitments
Action, owner and due date: the part that drives progress between sessions.
6. Metrics
Whatever you track for your niche, from weight to revenue to confidence.
7. Coach observations
Private notes on energy, engagement and early risk signals.
8. Next session
Date, time and prep, so nothing is left to memory.
In CoachevaOS, session notes live on each client's record, and the AI assistant can draft follow-ups from them.
Built for every kind of 1:1 coaching practice
This session notes template works the same way regardless of your niche — the math is identical whether you run a life coaching practice, a business coaching practice, or a personal training business. Jump to your specific practice type below to see what CoachevaOS pre-loads for it:
Frequently asked questions
At minimum: what the client wanted to work on, the key points and insights, the actions agreed (with due dates) and anything you need to follow up. Private observations about engagement help you spot clients drifting early.
Treat notes as something a client could ask to see. In the UK and EU, clients can request the personal data you hold about them, so keep notes factual and respectful.