Welcome, Liz.

Add new Coaching call log
Log Out
Go to Dashboard
name name
calendar id
calendar id
coachid

Who was your call with?

Pick the right call type to capture key details and improve follow-ups.

Which company? *

Company
This is some text inside of a div block.

Which person? *

Person
This is some text inside of a div block.
Tom Notarte
See previous
Continue

A few more details...

When was this call? *

Select from Google Calendar Records
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
default
First call with George
First call with George
First call with George
Add date manually

How long? *

Select duration
15 minutes
30 minutes
45 minutes
60 minutes
75 minutes
90 minutes

Tools used

Select tools
See previous
Continue

Coachee areas of opportunity.

Updates & Development Priorities *

Note: Add meeting details and non-confidential info (Coaching Notes, Insights, etc.). Required for every meeting.

Top 2-3 development priorities as derived from sponsor input, PCP, Rapid Insights & Thinking Patterns.

Preparing for the next stage of leadership
Framing conversations
Lifting teams
Global relationships
Influencing
Become a better coach to his team
Become a better business storyteller
Building influence throughout the organization
Prioritization
influence mapping
Leading change
Operating better in the Political sphere
Storytelling around new role and org
Leading change
Driving performance
Evaluating work and finding efficiencies
Talent Development: developing people, clear vision and direction, securing resources, removing roadblocks, build relationships/discernment
Clarity of Vision: directions and outcomes & mechanisms for accountability
Leading when not an SME: doubling down on cross-functional peer relationships
Self care and not working 247
Find ways to optimize process
Level up team
public speaking
Commercial Vision and Operational Momentum
Driving Engagement with Security Team
Connecting with Customers
Connecting with E- Staff
Define success metrics
Executive Presence
Influence without authority
Increasing her presence and connecting deeper w/ the legal team
Leveling up her team
Garrison and Kurt situations
Personel Challenges (Andy Fisher & John Stevenson replacement)
Red Wagon Venture Successful Launch
Firm Culture
Team Ops/Hiring Targets
Personal health and well being
Growing into her more visible leadership role
Evaluating and building a strong team
Presenting better
Delegate and stop Micormanaging
Improve leadership identity
Communicating with confidence
Stronger influential voice
Moving from Trusted operator to Strategic Leader
Bigger-picture thinking
Delegation
Constant audience analysis
framing conversations
thinking pattern
Leadership communication
Delegation
Lifting teams
Executive Presence
delegation
leadership
listening
slowing down
Conversation
Talk schedules
Set expectations
initial pcp
Strategic thinking
Operational excellence
Preparing for the next stage of leadership
Framing conversations
Lifting teams
Global relationships
Influencing
Become a better coach to his team
Become a better business storyteller
Building influence throughout the organization
Prioritization
influence mapping
Leading change
Operating better in the Political sphere
Storytelling around new role and org
Leading change
Driving performance
Evaluating work and finding efficiencies
Talent Development: developing people, clear vision and direction, securing resources, removing roadblocks, build relationships/discernment
Clarity of Vision: directions and outcomes & mechanisms for accountability
Leading when not an SME: doubling down on cross-functional peer relationships
Self care and not working 247
Find ways to optimize process
Level up team
public speaking
Commercial Vision and Operational Momentum
Driving Engagement with Security Team
Connecting with Customers
Connecting with E- Staff
Define success metrics
Executive Presence
Influence without authority
Increasing her presence and connecting deeper w/ the legal team
Leveling up her team
Garrison and Kurt situations
Personel Challenges (Andy Fisher & John Stevenson replacement)
Red Wagon Venture Successful Launch
Firm Culture
Team Ops/Hiring Targets
Personal health and well being
Growing into her more visible leadership role
Evaluating and building a strong team
Presenting better
Delegate and stop Micormanaging
Improve leadership identity
Communicating with confidence
Stronger influential voice
Moving from Trusted operator to Strategic Leader
Bigger-picture thinking
Delegation
Constant audience analysis
framing conversations
thinking pattern
Leadership communication
Delegation
Lifting teams
Executive Presence
delegation
leadership
listening
slowing down
Conversation
Talk schedules
Set expectations
initial pcp
Strategic thinking
Operational excellence
Preparing for the next stage of leadership
Framing conversations
Lifting teams
Global relationships
Influencing
Become a better coach to his team
Become a better business storyteller
Building influence throughout the organization
Prioritization
influence mapping
Leading change
Operating better in the Political sphere
Storytelling around new role and org
Leading change
Driving performance
Evaluating work and finding efficiencies
Talent Development: developing people, clear vision and direction, securing resources, removing roadblocks, build relationships/discernment
Clarity of Vision: directions and outcomes & mechanisms for accountability
Leading when not an SME: doubling down on cross-functional peer relationships
Self care and not working 247
Find ways to optimize process
Level up team
public speaking
Commercial Vision and Operational Momentum
Driving Engagement with Security Team
Connecting with Customers
Connecting with E- Staff
Define success metrics
Executive Presence
Influence without authority
Increasing her presence and connecting deeper w/ the legal team
Leveling up her team
Garrison and Kurt situations
Personel Challenges (Andy Fisher & John Stevenson replacement)
Red Wagon Venture Successful Launch
Firm Culture
Team Ops/Hiring Targets
Personal health and well being
Growing into her more visible leadership role
Evaluating and building a strong team
Presenting better
Delegate and stop Micormanaging
Improve leadership identity
Communicating with confidence
Stronger influential voice
Moving from Trusted operator to Strategic Leader
Bigger-picture thinking
Delegation
Constant audience analysis
framing conversations
thinking pattern
Leadership communication
Delegation
Lifting teams
Executive Presence
delegation
leadership
listening
slowing down
Conversation
Talk schedules
Set expectations
initial pcp
Strategic thinking
Operational excellence
See previous
Continue

Business Notes

Add business notes here (Conversions, Workshops, Referrals, etc.):

See previous

Renewal Status

Your client is up for renewal within 30 days!
Renewal Date: 11/5/2025

Any notes about the renewal *

Approver's name *

See previous
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Saving in progress...
Please wait...