
Notes You Can Share: Session Records Clients Can Use
Insight, decision, experiment. What stays private vs what goes to the client.
Notes on the hour, the stack, and the business around them. Steal one thing for your next session. Written by two operators who build the machines coaches actually run.

Insight, decision, experiment. What stays private vs what goes to the client.

Scheduler closed, autoresponder on, off means off. The coach’s day-off system — not the client message.
SophiePractice

Between the legal PDF and the vibe: response times, homework, and what done looks like.
SophiePractice

Scope, dignity, and one sentence. Point to licensed care. Do not diagnose.
SophiePractice

Dual relationships, scope, notes, money. A green / yellow / refer table — not legal-ese.
SophiePractice

The coaches who last aren't the ones who hustle hardest. They're the ones who set boundaries. A system for staying in the room for years.
SophiePractice

Stop losing income to flakes and late cancels. A cancellation policy that protects your time without scaring clients away.
SophiePractice