Free template

A health coaching session prep template

Five minutes before a session, you want to know what actually happened since the last one. This is the four-part prep note Locus writes for coaches. Copy it and use it by hand, or let Locus fill it in from your client's check-ins.

The template

Client: ______   Session date: ______   Day of the program: ___ of about 90

Their action: ______   Cue: ______   Smaller version: ______

1. Check first (only if something was flagged)

One sentence on anything to address before anything else. Leave it empty if nothing was flagged. Low mood or a stressful week on its own is not a flag.

2. What happened

Two to four short facts that only add up. Days they showed up out of days planned, how many were the smaller version, and how their ratings moved.

3. What's emerging

One to three patterns, in the client's own words, written as observations, never causes or advice.

4. One question to open with

A single open question that starts the session where things really are.

A filled-in example

This is an illustration, not a real client.

Before Thursday · Maya

What happened. Showed up on 17 of 19 planned days, 4 of them the smaller version. Sense of control 4 → 7.

What's emerging. "Clearer after" has come up five times, mostly on deadline days.

One question. "What's different about you on the days you walk?"

How to fill it in well

  • Count, don't judge. "17 of 19 days" is useful. "Fell off at the weekend" puts a verdict in your head before the client has spoken.
  • The smaller version counts. A five-minute walk on a hard day is showing up. Count it as such, and note how many there were.
  • Silence is unknown, not a miss. If you have no word for a day, say so. Don't fill the gap with a guess.
  • Use their words for patterns. "You've said 'clearer after' three times" is fair. "Walking reduced your stress" is a claim you can't make from a journal.
  • Keep it under 120 words. It's a note to read in the minute before the call, not a report.
  • Leave clinical calls out of it. No weight, calorie or food targets in a prep note. Those belong in the session, with you.

Where the numbers come from

By hand, you need the client to tell you each day whether they took their step, and how they rated confidence, sense of control and stress. That's what Locus's two daily check-ins on WhatsApp collect: a morning question about when they'll take today's step, and an evening line with three ratings. See what the check-ins look like.

With Locus, you press "Write a prep brief" on a client's page and get this note, with the counts worked out by the app, not guessed by AI. For clients who chose No AI, the brief has no AI summary at all: just the counts, the rating trends, any flags, and their own latest words, straight from the journal.

Try it with your clients

Founding coaches use Locus free for their first quarter, with up to 15 clients. No card needed. Add your practice in two minutes, then send your first client a link.

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