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Optimize Your Note-taking (Lori Wayne)

  • Episode #77

How should coaches manage notes for client calls and streamline chart notes for easy reference? Melinda talks to Lori Wayne about different ways to take effective notes, when to review recordings of calls, and how to optimize the client experience.

Lori Wayne, the founder of Lori Rochelle Wayne LLC, is in the business of empowering people to take action for change and growth in their lives, careers, and businesses. She is a certified business coach, a core member of The Coaches Console, and an ACES coach at Mirasee.

In this episode we discuss:

  • Coaching is not exempt from the need to maintain paperwork.
  • The importance of taking notes in coaching sessions.
  • When does taking notes become a distraction and when does it become an asset?
  • Why is a pre-call form before the session a great coaching tool?
  • What’s the responsibility of the coach, and what is the responsibility of the client?
  • How a post-session recap form allows the client to get further support in between sessions.
  • How do you optimize the client experience?

“Those pre-call forms are really powerful as a coach or a great coaching tool, and they’re a great client support tool.” ”

“If we are just so focused on, for my case, what used to be my yellow pad, scribbling those notes, it’s hard to be really present for your client. So finding the right balance of those things is important.”

Lori Wayne

Lori Wayne, the founder of Lori Rochelle Wayne LLC, is in the business of empowering people to take action for change and growth in their lives, careers, and businesses. Lori has been a corporate coach, has managed sales training nationally for a Fortune 500 Company, and runs multiple profitable businesses of her own. In addition to being an ACES Coach at Mirasee, she’s also a Certified Business Building Coach with Coaches Console and a member of the Coaches Console Core Team. She’s the program manager for the Coaches Console high-end business building coaching programs, including the 2020 Maximum Impact Mastermind Program and the Accelerator Program.

Lori loves the breakthrough work she does with her clients integrating practical strategies for financial success with personal growth. She believes that all things are possible and that we really can have it all – great relationships, careers and businesses that we love, financial abundance, hobbies and interests that we are passionate about, and the time and money to pursue them.

Lori volunteers her time to build homes with Habitat for Humanity. She loves working in her garden, going to antique auctions, and riding her horses (the farther, the faster, the better) in the mountains of Colorado. And she is a perpetual learner of new things and is currently learning how to do Cowboy Mounted Shooting.

Resources or websites for this episode:
Coaches Console
Lori Wayne’s website
Lori Wayne’s LinkedIn
Lori’s Instagram


Guest: Lori Wayne
Host: Melinda Cohan
Producer: Cynthia Lamb 
Executive producer: Danny Iny

Writers: Michi Lantz and Melinda Cohan
Assembled by: Michi Lantz
Audio Post Supervisor: Evan Miles and Christopher Martin
Audio Post Production: Post Office Sound
Music soundscape: Chad Michael Snavely

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Music and SFX credits:
Track Title: Clouds
Artist Name: Acreage
Writer Name: Marshall Usinger

Track Title: Coastline Dream
Artist Name: Wild Sky
Writer Name: Adam Simons

Track Title: Coo Coos
Artist Name: Dresden, The Flamingo
Writer Name: Matthew Wigton

Track Title: Stars & Trees
Artist Name: Outside The Sky
Writer Name: Dustin Ransom


Just Between Coaches

This show is like Oprah’s couch, where conversations cut straight to the heart of the topic, but... it’s only for coaches! Melinda Cohan of the Coaches Console explores the tough questions coaches face on a regular basis. With a new guest host each episode, Melinda provides tactical advice and strategies to address issues like “How do I deal with price resistance?” and “Should I fire my client?”