Show up prepared at every meeting
What did we talk about? What did we plan for next? Keep your client’s notes, goals and open tasks together, so you can pick up the conversation with the whole picture in view.
Keep your people, notes, tasks and resources on the same page. Prepare for the next conversation, capture what matters, and keep the next steps close at hand.
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What did we talk about? What did we plan for next? Keep your client’s notes, goals and open tasks together, so you can pick up the conversation with the whole picture in view.
Take notes, pull out the important points, and connect the next steps to the right people. Make the paper your own, with context you can return to before the next session.
Turn a good conversation into something to work on. Keep tasks, reflections and the next check-in connected, so you and your client know what comes next.
Share a note or resource with the person who needs it. Keep shared plans and follow-ups together, whether you’re working one-to-one or with a team.
Keep the books, links and ideas you return to close at hand. Add them to a note with a little context, so the next useful resource is easy to find and share.
Ask the questions that matter to your practice. Gather responses in Relay and use what you learn to prepare for the first conversation.
Bring your people, session notes, open tasks and useful resources together. Keep the context beside the work, so you can find what matters and pick up where you left off.
| When | In Relay | Keep together |
|---|---|---|
| Before a meeting | Prepare with context | People, notes and open tasks |
| During a conversation | Write down what matters | Notes, references and decisions |
| Between meetings | Follow through | Tasks, reflections and the next check-in |
| Working with others | Share what helps | The right note or resource and the people who need it |
Relay for coaches
Want to try Relay for other kinds of work besides coaching or mentoring? Bring people, notes, tasks, events, files, and follow-through into one connected workspace built around how your community actually works.
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