SUSAN'S CLIENT NOTES

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1. 
Client's Name
2. 
Client's Email
3. 
Client's Phone Number
4. 
Feel free to add relevant background information.  (If parenting related, please include # of children, gender & age)
5. 
What Support Are You Seeking Today? (Check all that apply)
6. 
Today's Coaching Session Covered:
7. 
Please describe your main concern/question related to this topic.
8. 
#1 Takeaway From Today's Session:
9. 
Additional Takeaways From This Session (Not Required)
10. 
Questions or Notes I have for the next session:
11. 
Plan for Next Session:
12. 

Choose Preferred Coaching Methods*:
*The actual coaching method may vary to accommodate the situation. 

13. 
What type of support are you seeking today? (Check all that apply)

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