Prepared Coaching: Notes, Energy, and Being Fully Present with Clients

SUMMARY:

Angie and John discuss why showing up unprepared to coaching sessions harms client outcomes and rapport, and why “work before the work” matters.

They emphasise protecting energy and presence by avoiding back-to-back sessions and building in at least 15 minutes between calls to reset, review prior notes, and track action steps. They argue that coaches who wing sessions without notes or tracking may be adequate but cannot be masterful, and that forgetting prior commitments is a “bad look” that can damage trust, renewals, reputation, and business.

They describe notes as a strategic tool that helps clients feel uniquely seen, supports continuity over months or years, and provides a story of the client’s progress when reviewed near the end of an engagement.

They also compare manual note-taking with AI note-taking, noting that AI can organise summaries and action steps, while coaches still capture standout moments and edit them before sharing.

Finally, they debate recording sessions, suggesting that recordings can help coach development and quality assurance, but may distract clients or pull them back into an old emotional state, while well-structured notes may deliver more value for client reflection and transformation.

CHAPTERS:

00:00 Prepared or Not

00:58 Willy Nilly Coaching

01:54 Energy and Spacing

04:18 Sweet Spot Scheduling

05:59 Notes and Mastery

09:35 Presence Feels Magical

10:32 Coffee Chat vs Results

13:52 Assembly Line Warning

14:57 Why Notes Matter

16:01 Rocks Pebbles Sand

16:57 AI Note Takers

19:21 Stay Present Coaching

19:58 Recordings For Clients

22:17 Transformation Over Replay

24:15 Final Session Story

25:57 Renewals And Progress

26:29 What Did You Say

28:09 Wrap Up And Next

Want to contact the show? You can leave us a voicemail. It's free to do, and we might feature you on our next episode. All you need to do is go to https://speakpipe.com/thecoachingclinicpodcast and leave us a message. You can also find our clips and full episodes on the exclusive Coaching Clinic YouTube channel: https://www.youtube.com/@coachingclinicpodcast

You can send us a video or voice message on LinkedIn:

John's LinkedIn Profile or go to PresentInfluence.com for coaching enquiries with John

Angie's LinkedIn Profile or visit AngieSpeaks.com

2023 Present Influence Productions Coaching Clinic: scale your business, acquire high ticket clients & master coaching skills 85

In this episode, Angie and John discuss the real challenges coaches face when reaching their capacity limits. They share insights on managing workload, setting boundaries, and scaling your coaching business sustainably while maintaining quality and personal well-being.

Key Topics

1. The emotional and mental impact of reaching coaching capacity
2. Understanding and defining your personal coaching limit
3. How solopreneurs can avoid burnout and manage their time effectively
4. Strategies for handling client waitlists and managing client engagement
5. Shifting from one-on-one to group coaching to increase capacity
6. Building a referral network and collaborative coaching partnerships
7. Managing the pipeline and avoiding cyclical business models
8. Setting boundaries around weekends and personal time
9. Preparing clients for wait times and maintaining high-value engagement
10. Planning for business scaling: when and how to expand your team or offerings

Timestamps

00:00 - Introduction: Why capacity limits matter for coaches

02:11 - Recognising the emotional overwhelm of hitting capacity

04:00 - The importance of knowing your coaching capacity

05:28 - From one-hour sessions to managing your time effectively

06:48 - The necessity of preparation and session boundaries

07:56 - Handling weekend coaching and personal boundaries

09:26 - Protecting your weekends and personal time

10:14 - Managing client waiting lists and maintaining engagement

12:22 - Strategies for lead flow and pipeline management

14:15 - Transitioning to group coaching to scale capacity

16:33 - Creating waitlists and managing client expectations

17:48 - Planning for business growth and team expansion

20:08 - Delegating coaching to trusted partners

22:13 - Reflecting on future business scalability

Want to contact the show? You can leave us a voicemail. It's free to do, and we might feature you on our next episode. All you need to do is go to https://speakpipe.com/thecoachingclinicpodcast and leave us a message. You can also find our clips and full episodes on the exclusive Coaching Clinic YouTube channel: https://www.youtube.com/@coachingclinicpodcast

You can send us a video or voice message on LinkedIn:

John's LinkedIn Profile or go to PresentInfluence.com for coaching enquiries with John

Angie's LinkedIn Profile or visit AngieSpeaks.com

2023 Present Influence Productions Coaching Clinic: scale your business, acquire high ticket clients & master coaching skills 84

Navigating Client Communication: What Coaches Should and Shouldn't Say.

In this episode, John and Angie discuss the complexities of communication in coaching relationships. They explore the fine line between coaching and consulting, emphasising the importance of prioritising what clients need to hear without overwhelming them. They also talk about the potential pitfalls of sharing personal information and expressing judgments, whether positive or negative. The conversation includes anecdotes about awkward or uncomfortable situations, emphasising the need for coaches to stay detached and focused on the client's growth. Listeners are encouraged to share their own experiences regarding communication mistakes in coaching.

CHAPTERS:

00:00 Introduction and Initial Thoughts

00:19 The Challenge of What to Say to Clients

03:18 Balancing Coaching and Consulting

07:25 Navigating Sensitive Topics

10:45 Maintaining Professional Boundaries

15:53 Judgment in Coaching

18:37 Conclusion and Call to Action

Want to contact the show? You can leave us a voicemail. It's free to do, and we might feature you on our next episode. All you need to do is go to https://speakpipe.com/thecoachingclinicpodcast and leave us a message. You can also find our clips and full episodes on the exclusive Coaching Clinic YouTube channel: https://www.youtube.com/@coachingclinicpodcast

You can send us a video or voice message on LinkedIn:

John's LinkedIn Profile or go to PresentInfluence.com for coaching enquiries with John

Angie's LinkedIn Profile or visit AngieSpeaks.com

2023 Present Influence Productions Coaching Clinic: scale your business, acquire high ticket clients & master coaching skills 83