============================================================ VITA HEALTH COACHING — AFTER-SESSION REVIEW (Internal Use Only) ============================================================ Complete this review after every client session. Inspect what you expect. If you are not tracking it, you are not improving it. ------------------------------------------------------------ CLIENT DETAILS ------------------------------------------------------------ Client Name: ____________________________________________ Session Date: ____________________________________________ Session Number: ____________________________________________ Session Type: [ ] Free Consultation [ ] Paid Follow-Up [ ] Check-In (between sessions) ------------------------------------------------------------ JOURNEY AND FOCUS ------------------------------------------------------------ Journey Recommended or Continued: (Which mini course or coaching track is the client on?) ___________________________________________________________ ___________________________________________________________ Client's Main Concerns Discussed This Session: (What did they come in wanting to talk about?) 1. ________________________________________________________ 2. ________________________________________________________ 3. ________________________________________________________ ------------------------------------------------------------ SESSION QUALITY ------------------------------------------------------------ What Went Well: (What landed? What clicked for the client? Good moments.) ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ What Could Be Improved: (What fell flat? Where did you lose them? What to do differently next time?) ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Client Engagement Level: [ ] 1 — Disengaged / distracted [ ] 2 — Polite but passive [ ] 3 — Engaged, asking questions [ ] 4 — Very engaged, taking notes [ ] 5 — Fired up, ready to act ------------------------------------------------------------ RECOMMENDATIONS MADE ------------------------------------------------------------ Supplements Recommended: (Include dosage and timing if discussed) 1. ________________________________________________________ 2. ________________________________________________________ 3. ________________________________________________________ 4. ________________________________________________________ Protocols or Habits Recommended: (Sleep protocols, diet changes, routines, tracking, etc.) 1. ________________________________________________________ 2. ________________________________________________________ 3. ________________________________________________________ 4. ________________________________________________________ Resources Shared: (Videos, articles, mini course lessons, links) 1. ________________________________________________________ 2. ________________________________________________________ 3. ________________________________________________________ IMPORTANT: Did you remind the client to consult their doctor before starting any new supplement or protocol? [ ] Yes [ ] Not applicable this session ------------------------------------------------------------ FOLLOW-UP ------------------------------------------------------------ Follow-Up Actions Needed: (What needs to happen before the next session?) 1. ________________________________________________________ 2. ________________________________________________________ 3. ________________________________________________________ Next Session Date: ________________________________________ Next Session Type: [ ] Paid Follow-Up [ ] Free Check-In [ ] To Be Scheduled ------------------------------------------------------------ NOTES FOR NEXT SESSION ------------------------------------------------------------ (Anything to remember, questions to ask, things to revisit, progress to check on) ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ------------------------------------------------------------ REVIEW COMPLETED BY ------------------------------------------------------------ Reviewer: VITA (Automated / Manual) Date Completed: ____________________________________________ ============================================================ Every session is a data point. Track them all. ============================================================