Hello all, but especially fellow coaches out there…
I send my clients session notes after each session, and am hoping that keeping them in HB will allow for us to more seamlessly share and refer back to our notes. I’m currently sending them emails with the date of the session in the subject line, but I’d love to use HB to do it better.
Are you creating a workspace that’s specifically for notes for each client?
Are you creating one email with session notes and just replying to that thread each time with new client notes?
Thank you for any ideas or support here!!
Lindsay
Best answer by Matthew Eriksen
Hey @Lindsay Binette! HB Pro Matthew here. In addition to being a brand designer and HB Pro, I also coach folks 1:1. As such, I wanted to followup on this thread from a Coach’s perspective. While we await the update for Notes to be editable by our clients, I wanted to drop two links your way:
Notes update video I created alongside HoneyBook with my top tips and tricks for staying organized, tracking client progress, and more using the Notes feature
Consider upvoting this feature request linked below — and encourage any of your friends/colleagues to do the same, as the more votes the more likely the dev team will implement: “Notes - Make Shareable & Collaborative”
Was this helpful Lindsay? Be sure to reply back to let me know!
Hi @Lindsay Binette ! I have a Business Operations Agency so have clients on retainer, but also do consulting sessions and set up HB for a wide variety of people, and we’ve tried a few things.
Here are a few ideas:
The email with next steps works well for consulting. I do a minimum of 2 sessions and have an automation to send an email template with approval required. I customize the email while we’re on the call.
For one client, we tried putting a link to the Client’s google drive folder in the “About the Project” box in the Details tab, which is visible to clients. unfortunately, it doesn’t convert to a link on the client’s side, so they have to copy & paste it, but this way you can keep a google doc with notes for each session inside that folder. With google’s new updates there are great ways to create tasks and assign them to people directly inside the doc. Then you can also both go back and forth commenting on the google doc.
What else is in your tech stack? I recently switched to Slack (after a long time of being resistant to it) and I’m loving it so far, primarily because you can automate and integrate a lot of things. For example, you could have it create a Slack channel when a new client signs in Honeybook. Then, you and your client could go back and forth in their slack channel in between sessions. At the top of the channel, you can also bookmark wherever you are keeping notes… we bookmark our Honeybook Client portal, as well as our collaborative google drive folder. This way the client can always easily find what they need by going to this one place.
Let me know if you have questions about any of this!
Hi @Cassie H of Premier Ops Spot and @Lindsay Binette
Thank you for this string. I coach as well and have struggled with this. Lately, I have been opening a word document, dictating my notes then copy / pasting them into HB. I process my notes in such a way that Action Items for clients are always last, so I post the notes for my purposes, then copy / paste just the client’s action items to an email.
I was adding the action items to the notes in the calendar appointment, but most clients don’t read them so I’ve found email works best
I started using Fathom AI for note taking, in my client meetings, and the result is awesome. And allows me to be so much more present as a coach. I have them copy and pasted everything (with just two clicks) into NOTES in the client project in HB. And I made it visible to the client. But they didnt get a notification unfortunatly. So I think I will have to also email them…
When clients want them shared, I generally will just use a google doc that I share with them. I take some notes during our session, then clean those up and update them. I send them the google doc link at the beginning, but if they prefer, I’ll email or text them a link to the doc after our session as a reminder and so it’s easy to find. I keep a clean copy of the session note in HB for my records only since they can edit the shared google doc or make notes on it.
Kitzzy here from the Education team. Thank you so much for asking this question and to @Cassie H of Premier Ops Spot@Bobbi-Jo Molokken@Ariel Wood@MAP Coaching for sharing your ideas.
As @Matthew Eriksen mentioned, HoneyBook has since released an update the Notes feature to enable this. You can now add notes within the project and make them viewable to clients (or keep them private). This all lives in the same project workspace they can access through their Client Portal, so you won’t need to create a separate project or workplace for this.
Thank you for this update, Kitzzy. I have been using the notes feature, however it would be even more useful if the client could edit or add to them - more like client collaboration versus just viewing them…
Thanks for the additional info on your use case here. Could you add this as a feature request here? Our product team reviews these ideas to incorporate into the roadmap.
I don’t know if anyone uses “Butter” instead of zoom, but I use it for my coaching calls and there’s a wonderful recap that is auto-created post session. This includes a recording (video or audio or both), a transcript, session GIFs, and an AI generated summary with action items. This might be helpful to those who’ve commented on this post.
I also love that you can create different rooms for different meeting types and there’s a toolbox for each room where you can store client files, slides, flashcards etc … so no more having to share things on your screen : )
You can also totally brand all your virtual rooms!!!
Hey @Lindsay Binette! HB Pro Matthew here. In addition to being a brand designer and HB Pro, I also coach folks 1:1. As such, I wanted to followup on this thread from a Coach’s perspective. While we await the update for Notes to be editable by our clients, I wanted to drop two links your way:
Notes update video I created alongside HoneyBook with my top tips and tricks for staying organized, tracking client progress, and more using the Notes feature
Consider upvoting this feature request linked below — and encourage any of your friends/colleagues to do the same, as the more votes the more likely the dev team will implement: “Notes - Make Shareable & Collaborative”
Was this helpful Lindsay? Be sure to reply back to let me know!
Hi @Cassie H of Premier Ops Spot and @Lindsay Binette
Thank you for this string. I coach as well and have struggled with this. Lately, I have been opening a word document, dictating my notes then copy / pasting them into HB. I process my notes in such a way that Action Items for clients are always last, so I post the notes for my purposes, then copy / paste just the client’s action items to an email.
I was adding the action items to the notes in the calendar appointment, but most clients don’t read them so I’ve found email works best
Now that Honeybook added the AI note taker, it’s a game changer! It will keep a summary, transcript, and action items directly in a task which you can share with clients. That way you don’t have to dictate anything… the AI Notetaker does it all for you. Then you can send an email to the client with a link to your HB Client portal and instruct them to access their notes (for my consulting calls, I have a template already set up with this so I don’t need to retype it every time.)
