Up until now, I've had a pretty basic system of tracking notes for my clients and mastermind group members ...
I've been using a Moleskine notebook to record notes about their goals and regarding our conversations, to reference and jog my memory when needed.
While I love journalling, I admit that this isn't the best approach for tracking such things (it comes right from "The Stone Age").
So I recently started using CoachablePro, an all-in-one platform for coaches which helps me with my client notes.
In addition to that, it also provides scheduling, invoicing, and everything needed to run a coaching business without all of the usual hassle and BS.
If you're feeling overwhelmed by trying to juggle multiple tools for your business, check out CoachablePro ... it'll give you everything you need for a low monthly fee.
More details here:
Marc Mawhinney