Your full session workflow in LCH: before, during, and after

Most coaches treat a coaching session as a calendar event. LCH treats it as a structured record that connects to the next one. The shift matters more than it sounds: when each session is a record, you walk in with context and walk out with documentation, all in one place. No notebooks. No scattered PDFs. No “remind me where we left off.”

Here’s the full workflow.

Before the session

You can pull up the upcoming session from three places: your Calendar, the Progress Stream, or the client’s folder. Use whichever feels natural.

If you want to refresh on the client first, pop into their folder. Their Welcome Package has the personal context (birthday, spouse’s name) and their big coaching goals from when they signed on. Their Notes tab shows every note from every session you’ve had together on one page.

The most important thing to review is the Coaching Plan the client filled in before the session. Your default template asks three questions: what have been your successes since last session, what have been your challenges, and what do you want to focus on this session. These tell you what to celebrate, where to coach the gap, and what’s on their mind for today.

Glance at the tools you assigned last time and see what they’ve done with them. Jot a quick note in the session record about anything you want to touch on.

If the session is on Zoom, the link’s right there in the session record too.

During the session

Open the session record on screen alongside your video call. Take Coaching Notes directly in the record as you go. Mark them private so they stay just for you.

This means no second window. No notebook beside your laptop. No “I’ll write it up later” (which almost always means “I won’t write it up at all”).

This way you can be fully present for your client, because the record is doing the remembering for you.

After the session

Three things to do, all from the same session record:

1. Write a Coaching Note for the client. A short summary of what you covered, the action steps they’re taking away, and what you’re looking forward to. Flick the share toggle and it lands in their portal.

2. Assign the tools you discussed. While the conversation’s still fresh, assign whatever the client committed to:

• Action Items for what they’re doing this week
• Goals for what they’re working toward longer-term
• Worksheets for anything you want them to think through structurally
• Resources for anything you promised to send (PDF, video, link)

You can assign tools directly from inside the session record. No need to navigate away.

3. Confirm or set up the next session. If you book a series of sessions in advance, this might already be done. If not, send them the booking link.

What you’ve built

By the time you close the session record, you have:

• A complete record of the session for your reference
• A shared note in the client’s portal
• The next set of tools the client is working on
• Their next session scheduled

All linked. All findable. All connected to the next session whenever that lands.

Final takeaway

The structured session record turns a one-off conversation into a continuous coaching relationship. Same effort, captured properly. Each session makes the next one twice as good.