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Coach craft 8 min read May 6, 2026

A session-prep template you can steal: the 11-minute pre-call ritual

Eleven minutes before a client call, broken down by what to read, what to write down, and what to deliberately ignore. A pre-call ritual built around Grove's session briefing and proposed agenda, for solo practitioners with full calendars.

Beth Richardson
Founder of Grove
The Focus Funnel: an inverted-triangle diagram of the eleven minutes, broken into five phases — Minutes 0-3 the briefing, 3-5 one thread, 5-7 the last commitment, 7-9 questions and resources, 9-11 the opening line.

The shortest version of session prep that still earns a great session is about eleven minutes. Shorter than that and you walk in vague. Longer and you overprepare and stop listening.

Here’s how the eleven minutes break down. Steal whichever pieces fit your practice.

Minutes 0 to 3: surveying the soil.

Minutes 0 to 3, surveying the soil: an overhead photo of a sand garden raked into curving lines. Caption reads "Open the client briefing and read top to bottom, fast. Ignore the raw numbers. Look for the shape of the week. Notice what they wrote on Wednesday that they didn't say on Monday. Check which attention and celebration flags feel real."

Open the client and read Grove’s session briefing top to bottom, fast: recent check-ins, habits hit or missed, the response to this week’s reflection, and what has changed since the last session. Don’t dwell on numbers. Look for the shape of the week. Where the energy was. What they wrote on Wednesday that they didn’t say on Monday. Notice which of Grove’s attention and celebration flags feel real once you’ve read the underlying entries, and which you’d skip past.

Minutes 3 to 5: pruning the branch.

Minutes 3 to 5, pruning the branch: a small pair of garden shears resting next to a leafy sprig on a ceramic dish. Caption reads "Review proposed agenda items — tender habits, mood drops, or streaks. Pick one thread to pull on. Not three, not five. One. Name it as the session topic so it sits at the top of the client's daily check-ins for the rest of the week. Keep what serves the thread; dismiss or backlog the rest."

Grove proposes agenda items off the briefing, some flagged for attention (tender habits, mood drops, stalled goals) and some flagged for celebration (streaks, completed goals, positive reflection themes). Pick one thread to pull on in the session. Not three, not five. One. Name it as the session topic so it sits at the top of the client’s daily check-ins for the rest of the week with the reflection question pinned underneath, which turns the conversation from a one-hour call into something they’re carrying between sessions. Keep the proposed agenda items that serve the thread, dismiss or backlog the rest.

Minutes 5 to 7: checking the roots.

Minutes 5 to 7, checking the roots: a close-up photograph of a young plant's root system in dark soil. Caption reads "Open last session's notes. Check what was agreed to. If it happened, plan to celebrate it specifically. If it didn't, decide what to ask. Instead of 'why didn't you do it?' ask 'what got in the way?' Different question, different answer."

Open last session’s notes from the client timeline and check what was agreed to. If it happened, plan to celebrate it specifically; add a celebration agenda item if Grove didn’t already surface one. If it didn’t, add an attention item and decide what to ask: “what got in the way,” not “why didn’t you do it.” Different question, different answer.

Minutes 7 to 9: preparing the water.

Minutes 7 to 9, preparing the water: a smooth dark stone resting in a shallow pool with concentric ripples spreading outward. Caption reads "Write the two questions you most want to ask into your private notes. Draft language in its rawest, softest form. 'What did the harder days feel like?' beats 'Why did the habit slip?' every time. Drop supporting resources directly onto the session topic. Pull from your library without re-sending old material."

Write the two questions you most want to ask into the private notes on the agenda items you kept. Private notes never reach the client’s copy of the session notes, so this is the place to draft language in its rawest form. The questions are usually softer than what you’d ask in a colder state. “What did the harder days feel like?” beats “Why did the habit slip?” every time. While you’re in there, drop any supporting resources, a short video, a PDF, a worksheet, onto the session topic. Grove tracks what each client has already received, so you can pull from your library without re-sending something from three months ago.

Minutes 9 to 11: planting the seed.

Minutes 9 to 11, planting the seed: a smooth black stone with a single seed resting on its surface. Caption reads "Draft the exact first sentence you will say in the private note on the top agenda item. Not the agenda, the opening. Example: 'Tell me how the trip went before we touch anything else.' A good opening line is a gift to your future self three minutes into the call."

Draft the first sentence you’ll say in the private note on the top agenda item. Not the agenda, the opening. “I’ve been thinking about Wednesday.” Or, “Tell me how the trip went before we touch anything else.” A good opening line is a gift to your future self three minutes into the call.

The trap is treating prep as a data exercise. The briefing tells you what happened; prep is for noticing what mattered. Eleven minutes is enough for the second one if you stop trying to do the first.

The ecosystem of a session: a circular diagram showing the four moments after the eleven minutes are done. The session itself, where the agenda items you discussed pre-fill the shareable session notes. The lock-in, where the topic and resources go out with the notes and private notes stay private. The roll, where anything untouched rolls into the backlog for next time. Center text reads "Grove handles the gathering. The eleven minutes are about what you do with it."

After the call, the agenda items you actually discussed pre-fill the shareable session notes. When you lock in and send those notes, the session topic and any resources you attached go out with them, anything you didn’t get to rolls into the backlog for next time, and your private notes stay private. Grove handles the gathering: the briefing, the proposed agenda, the link back to last session’s notes, the resource library. The eleven minutes are about what you do with it.

Written by
Beth Richardson

Founder of Grove. Twenty years building software for skilled professionals. Currently writes mostly on Tuesdays from a small studio in Austin.

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Grove is the coaching layer for health and wellness practitioners. Daily touchpoints, prep that writes itself, sessions that land.