"The Check" - The Simplest Client Retention Tool!

For those that have seen my coaching tool you may have wondered what the red CHECK box is that sits at week 8.
For those that have not seen the coaching tool it is a simple spreadsheet which enables you to track client progress. At the 8 week mark the check box is a reminder that it's time to check in with your client and make sure you are on track with their programme. This enables a few things:

• Dialogue outside of the typical lift this, do that, tweak this
• A conversation which not only helps you do a better job but makes the client feel heard/felt
• A way of ensuring that everything you do feels like its working for the client
• An opportunity for the client to voice their opinion and of course if they are not quite correct a chance for you to advise what is best, based on their goal - you're the expert, be the expert!
• Future proofing your relationship until the next check in

There are no rules around the 8 week mark for the check in it can be sooner or more regular if that suits you. The key is to keep the dialogue open with clients to ensure they are getting what they came for.​

Wrap Up...

From there its a matter of amending the programme accordingly by agreement if you think certain items need to be in there for good clinical reasons. It's always a negotiation between what the client wants and what the client needs!

Here you can see a copy of one of my client coaching tools.
I haven't got to the week 8 point on this version so haven't checked in with her yet.
The plan is to allocate some time at the beginning of the session on week 8 and check in with some simple questions that may look like this:
1. How are things going for you so far with the current programme
2. Is there any thing that you're not enjoying?
3. Is there anything you would like to add or change about the programme. 
4. Based on what you've said are you happy if we add in remove some of the things you've mentioned and will this make it even more enjoyable or move you closer to your goals?

If you would like a copy of the coaching tool you are more than welcome to have one. Just email: info@theptmentor.com and one will be emailed out to you.