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Keeping a coaching client accountable between sessions

Part 05 of 7

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Dana went back through her mail looking for the thing she’d got wrong with Marisol. Everything she found was right.

The session on the 9th was a good one. They had the work agreed inside forty minutes, and Marisol named two conversations she’d been putting off since the spring. One of them was with her CFO. On the 16th Dana wrote the way she’d learned to write over the summer. The message asked for nothing: nothing to sign, nothing to pay. It carried one line about the CFO, so it was obvious a person had been thinking about her, and the date of the next session sat at the bottom. Marisol answered the same afternoon and sounded pleased.

Then the 23rd, on time, from a quiet room. “I meant to. I really did mean to. It just never got above everything else.”

The message on the 16th did everything the last chapter of this series asks a message to do. It was a good message. It also left the fourteen days it was sent into exactly as they were. The reason is worth sitting with, because it’s the one mistake in this subject that costs you a client. The sentence that made that message work in May is the sentence that made it useless in September. “Nothing needed from you here” is the right thing to tell somebody who has paid you and heard nothing back. It’s the wrong thing to tell somebody who agreed, out loud, to do a hard thing by Thursday.

The two quiets look identical from the coach’s side. One of them belongs to you and is yours to fill. This one belonged to Marisol.

The only work nobody was waiting for

Marisol’s sentence is the most accurate description of the problem anybody has produced, and it’s worth taking literally. She remembered it and she wanted to do it. It’s a sentence about rank. Everything else came first, every day, for fourteen days.

So look at what everything else was. A board pack due on the Thursday. A hiring loop with four people in it, and a candidate who had another offer. A direct report’s review that had already slipped twice. Every one of those items had a date somebody else set and a person who would notice, and every one of them would generate an email on the day it was late.

The conversation with Ray sat outside all of that. It had no date, because nobody had asked for one. The only person tracking it was a coach she liked, who would be warm about it in two weeks. Out of everything on Marisol’s week, it was the single item she could skip at no cost.

That’s the structural fact underneath this whole subject, and it’s about rank rather than motivation. Your client’s working life is organized around other people’s deadlines. You’ve handed them one piece of work that nobody is waiting for. It loses because it’s the only thing on the list that can lose quietly.

Two things follow, and the second one is uncomfortable.

The first is that better clients make no difference here. Marisol was a good client. She arrived early, she paid on time, she answered warmly, and she was more capable than most people Dana worked with. Capability is what got her the job whose demands ate the fourteen days.

The second is that the fee does something other than what coaches assume. The intuition is that somebody who has paid several thousand dollars will do the work to protect the investment. What money actually produces, while the work is still undone, is guilt. Guilt produces avoidance. That’s why the client who has done nothing is very often the same client whose replies get slower, and then stop. Where that ends is the subject of the next chapter. What matters here is that the fee carries none of this, and warmth is most of what they bought, so cooling off carries none of it either.

What’s left is the shape of the commitment and one message.

A commitment that survives a bad week

What Marisol agreed to on the 9th was a subject rather than an act. “Have the conversation with Ray about the budget process” is open at both ends. A whole Tuesday afternoon can go into it and it’s still open. So every one of the fourteen days offered a fair reason to start tomorrow.

There’s a real body of research on the gap between meaning to do something and doing it, and the finding that transfers is narrower than the one people usually quote. Peter Gollwitzer and Paschal Sheeran’s meta-analysis of implementation intentions, published in Advances in Experimental Social Psychology in 2006, pooled 94 independent tests. Each one looked at what happens when a person spells out in advance the when, the where and the how of what they intend to do, rather than simply intending it harder. The effect on goal attainment was medium to large, d = .65.

Borrow the direction and leave the number. Those studies mostly ran on short-horizon behaviors among volunteers, over days or a few weeks. A director postponing a conversation with a colleague she has to keep working with afterward sat outside all of them. What survives the move into a coaching practice is the part you can test against your own client list. The work is done by naming the moment. Marisol’s intention was strong. She meant it, she said so, and she told the truth on both occasions.

Three habits come out of that, and each one takes under a minute at the end of a session.

Agree the smallest irreversible step. “Talk to Ray” is an outcome, and it rides on Marisol still being brave on Thursday. “Send Ray two lines asking for twenty minutes” takes ninety seconds. It can be done in a state of mild dread, and once it’s sent the conversation happens whether or not the courage holds. Courage fades across fourteen days. A meeting in somebody’s calendar holds. Almost every commitment worth making in coaching has a version like this inside it, and finding it is a better use of the last five minutes than restating the goal.

Let the client name the day. They know which morning of their week has twenty minutes in it, and you’re guessing. A date you assign stays yours in their head. Ask the question plainly. “Which day is it?” is enough, and the pause before the answer tells you something on its own.

Get it into their calendar while you’re still on the call. Thirty seconds, and it feels slightly awkward the first time you ask. It’s also the highest-yield half minute in the session. A commitment held in somebody’s memory is competing against a week made of calendar entries, and it loses on those terms every time. A commitment that occupies 9:15 on Thursday competes on equal ground with the board pack. Asking is enough, and most people do it while you wait.

One more thing, and this one is a subtraction. Leave the session with one commitment rather than three. A client who leaves with three does the easiest one and reports on that, and you lose the ability to tell an unwilling week from an unwilling client. Which one they pick when you make them pick is worth knowing too. It’s rarely the one you’d have chosen.

The check-in somebody who did nothing can answer

Fourteen days is a long time for a decision made in an hour to hold on its own, so something has to reach into them. Most check-ins fail for one reason. It’s completely specific and completely fixable.

They can only be answered by somebody who did the thing.

“How did it go with Ray?” takes a client who had the conversation about eleven seconds to answer. It leaves a client who skipped it with an apology to write, and people put apologies off on a Tuesday afternoon. They plan to answer it properly later. Later becomes the day before the session, and by then replying is worse than staying quiet. The previous chapter on first calls works through what silence costs when a stranger is the one going quiet: reminder emails, and the call that nobody joins. The physics are the same here and the price is higher, because this is a paying client with five months left rather than a half hour you can resell.

So the design constraint is one sentence. Write a check-in that a person who has done nothing can answer in one line without confessing anything.

That points you at the calendar rather than the deed. “Is Thursday still the day?” is answerable by both kinds of client. So is a question with the exit already built into it, and that’s the version that actually gets replies.

The second half matters more than the first. The message has to make not-yet a respectable answer, out loud and in your words. If the only reply that looks acceptable is yes, you’ll get yes or you’ll get silence, and silence is the more useful of the two.

Here is the whole thing.

Subject: Thursday, twenty minutes with Ray

Not chasing, and there is no report due.

You said Thursday for the twenty minutes with Ray. If it is still Thursday, ignore this. If the week has gone sideways, tell me and we will make it something smaller on the 23rd rather than the same thing over again.

Either answer is a fine answer.

Four things carry that, and the tone is none of them.

The subject line is the commitment. Read on a lock screen and left unopened, it still says what it’s about, and it reads as a person rather than as admin. “Checking in” says nothing until you tap it, and it stays untapped.

“There is no report due” removes the thing that makes these unanswerable. It’s one clause, and it’s the difference between a message that gets a reply from everybody and a message that gets a reply from the half who succeeded.

The consequence of a no is named, and the consequence is help. “Something smaller on the 23rd” tells the client that admitting this buys them an easier next two weeks. That’s the sentence that gets you the truth, and it’s the one most people leave out.

Nothing encouraging. “You’ve got this” turns a check-in into a performance the client now has to live up to. It raises the price of saying anything honest. Leave it out.

The timing is the other half, and it’s a third timing on top of the two this series has already argued for. The middle of the gap belongs to the message with nothing to transact, which is what a welcome that makes a client feel held is built out of. The day before belongs to the reminder, which does a different job again. The check-in goes on the day the client named, or the evening before it.

The reason is reach rather than politeness. A check-in on day twelve arrives when the only true answer is failure, with nothing left to do about it. A check-in on day three, when day three is the day she picked, arrives while the week can still change. You’re writing to reach the week while reaching it is worth something. If the client named no day at all, send it two or three days after the session, while the hour is still warm. Then treat the missing day as the first thing to fix next time.

Send one per gap. A second is supervision, and nobody hired a supervisor.

If the check-in gets no answer, let it sit. An unanswered reminder tells you nothing, because a reminder asked nothing. An unanswered check-in was a question, and that silence is the first genuinely quiet thing in the engagement. Note it, leave it, and bring it to the session, which is where it belongs.

The ten seconds the next session opens with

What Dana did on the 23rd mattered more than anything she could have sent on the 16th. Two ways of getting it wrong are waiting there, and both of them feel like kindness at the time.

The first is waving it away. “No problem at all, let’s get into it.” It costs nothing in the moment, and it teaches, in one session, that commitments made here are optional. The client learns it without noticing and you teach it without noticing, and unteaching it takes months.

The second is making it the hour’s subject. “What do you think you were avoiding?” is a question about the person, and in session two you have no trust banked to spend on it. It arrives as an accusation wearing curiosity’s clothes, and what it produces is a plausible-sounding answer built to end the topic. That question becomes available later, once you have history together.

What works in between is a question about the week. “Walk me through the Thursday.” Where the day went, what got in front of it, what was actually happening at 9:15. It takes ten seconds to ask and about two minutes to answer. The answer is frequently the most useful thing you’ll hear all hour, because the reason the conversation with Ray stalled is very often the reason the job is hard. Marisol’s Thursday, when Dana finally asked, had a candidate withdrawal in it at eight in the morning. The shape of Marisol’s whole year was in how she’d spent the rest of that day.

Then name it and move on. The mention is the entire accountability. Say it in your ordinary voice, and give it one sentence.

The last part is the next commitment, and the instinct is to restate the old one. Cut it instead. An unmet commitment repeated word for word is how an engagement acquires a permanent item, and a permanent item teaches a client that this list is a list of things that stay undone. Cut it until it’s almost embarrassing. Past the conversation with Ray, past the message asking for twenty minutes, down to “find out whether Ray is even in the office that week.” If that goes missing too, you’ve learned something real, and it’s about more than the week. Now the question about avoidance is the right question, and you’ve earned the standing to ask it.

What they can send, and when you read it

All of this rests on the client knowing what they’re allowed to send you, and most coaches leave it unsaid. Two failures come out of that silence, one at each end.

The quiet one is more common and almost invisible. A client who was told to reach out any time sends nothing for six months, because “any time” carries no information about what would be appropriate. An open door with nothing written on it reads as a closed door to anybody slightly worried about being a nuisance, which is most people paying for coaching.

The loud one is the engagement where between-session traffic quietly becomes the work, answered at eleven at night in a light week and skipped in a heavy one. Why a predictable answer is worth more to a signed client than a fast one is settled in a welcome that makes a new client feel held, and it holds here too.

Three sentences settle it, said once in the first session and repeated once in writing.

What to send, stated narrowly. Describe it rather than invite it. “A line when one of the things we agreed actually happens, and a message when you are stuck on one and would rather not sit with it for two weeks.” A client who knows the two welcome things sends those two things.

When you read it. A named window beats availability. “I read these on Tuesday and Friday mornings” is a promise that survives a week with eighteen sessions in it, which is the only kind worth making.

The messages you’ll leave alone. This is the one almost nobody says, and it decides whether the channel lasts. The most valuable message a client sends between sessions is the one-line “did it” that asks nothing of you. If answering it costs them a reply from you, and then a reply from them, they stop sending them within a month. So say it outright.

Between sessions, two things are always welcome. A line when one of the things we agreed actually happens, and a message when you are stuck on one and would rather not carry it for two weeks. I read these on Tuesday and Friday mornings. The first kind does not need a reply from me and usually will not get one, and that is not me ignoring you.

There’s a benefit in this that shows up after you’ve run it for a season. A door that’s genuinely open takes work off you. If Marisol has already written on the Tuesday to say Ray is booked for Thursday, the check-in can stay unsent, and you spent nothing to know it.

Where the chasing stops being useful

A coach who checks in twice a week has built a reporting line, and a client who is reporting starts working for the report. From the outside that looks like a run of small visible wins arriving just before each message. It’s worse than leaving them alone, because it looks like progress and buys you nothing you can use. One contact per gap is the amount that keeps the work pointed at the client’s life rather than at you.

There’s a limit on the whole apparatus worth stating plainly, because it saves people from tuning a system that was working. None of this manufactures wanting. It makes a wanted thing considerably more likely to happen, and it leaves a commitment the client agreed to in order to be agreeable exactly where it was. If three gaps in a row come back empty, the useful conversation is about whether the two of you are working on the thing they actually came for. That conversation belongs in the session, unhurried, with the missed commitments left out of it.

And there’s one shape of commitment where something other than a mailbox genuinely does this better. If what the client agreed to is a repeated daily behavior, a habit tracker or a coaching platform with actions and streaks in it will beat any message you could write. Twenty minutes of writing, a practice, a workout, a log kept every evening: hand those over to one and be glad of it. Those tools have little to offer the single dreaded act, which is what most executive coaching commitments actually are. There is no streak available for one conversation with your CFO. Work out which of the two you’re agreeing to before you go looking for software for it, because the wrong instrument here costs you more than none.

The commitment that was never in an email

Everything in this chapter starts in a room rather than in a mailbox, which makes it the odd one out in this series and is worth being exact about. What Marisol said on the 9th lives in the room. Point works in your mailbox, and your sessions stay yours.

What changes is what happens in the ninety seconds afterward. The recap you send that afternoon is where the commitment stops being a memory and gets a date attached: the act, the day the client named, and the day you said you’d write. That message is the hinge, and it’s also the one thing in this chapter entirely under your control.

From there the work is dates rather than replies, and dates are the thing an inbox is worst at holding. The commitment you type yourself arrived in no message, so it has nothing to attach itself to, and that’s exactly the category that goes missing first in a full week. The guide on adding a task in five seconds, before you lose it is that problem on its own terms. And turning an email into a dated task covers where the dates come from and what to do with the ones that come back wrong. Put “write to Marisol about Thursday” on the 16th and it arrives on the 16th, still fastened to her thread, rather than waiting for Dana to think of it between two sessions.

The waiting can be handed over in a sentence instead of held in your head. “Tell me if Marisol has not written back by the 19th” is one line, said once, and then it’s off your mind: setting your first watch in plain words is what that looks like in practice and which of your open loops it actually suits. And when her answer arrives, it arrives carrying a summary line. A one-line “Ray said yes, Thursday at nine” reads as good news in the eight minutes between two sessions, before you’ve opened it. The gist, before you open a thing is that on its own. Everything Point does is the plain list with none of this argument attached, and email for business and executive coaches is written for a practice with ten clients in it rather than a firm with staff.

Three places it stops, and they’re worth knowing before you build anything on top of it.

The room is yours, so the commitment reaches your mailbox once you write it down. That’s ninety seconds of typing after every session, it’s manual, and the rest of this rests on it.

It’s a mailbox, so it sees what a client writes and not what a client does. A person who booked the meeting with Ray and never mentioned it looks exactly like a person who did nothing. That’s precisely why the check-in asks a question rather than waiting for an answer to appear.

And this is a place to keep the dial low on purpose. Point holds a separate setting for each type of action it takes. The lowest of them only ever suggests. The middle one writes the thing and then waits for you. The highest handles the work outright. Out of the box every type sits in the middle, which is the position called review. The autonomy dial sets out what each position means. A check-in whose entire value is the one sentence only you could have written is the last message in the practice you should be raising, and it’s the one most likely to arrive reading like a platform if you do.

Four months of correct answers

Dana changed three things after the 23rd, and all three fit in the last five minutes of a session and the ninety seconds after it. The smallest irreversible step rather than the outcome, with the client naming the day. A recap the same afternoon with the act, the day and the door in it. The check-in on the day they named, written so that a person who had done nothing could still answer.

It worked, and she could prove it, because she’d started keeping two columns the previous spring for a completely different reason. Through the fall the commitments came back done at a rate she’d have called unlikely in September. Marisol sent Ray the two lines on the Monday, had the twenty minutes on the Thursday, and in November had a harder conversation that nobody had asked her for.

Then Wes, who started in October and was the easiest client Dana had ever had. Every check-in answered inside a day and usually inside an hour. Done. Done. Moved to Friday, then done. Six sessions, six clean columns, and a man who had an exit in every message and answered yes every time.

In the seventh, in February, he mentioned in passing that he had taken the other job. The one they’d spent two whole sessions on before Christmas. It had been three weeks, and he supposed he should have said something.

That night Dana read his thread from the beginning. Nine words in October. Six in November. In January, four: “Done, and it went fine.” Every one of them a yes, and she had read every one of them as a yes.

She had built something that noticed when nothing happened. There was no column anywhere in it for a client who was doing everything she asked and had already, quietly, gone.

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