September Close: A 15-Minute Client Scoreboard
Every active client: trend, last session, next move. Fifteen minutes, not a retreat.
This owns the all-client portfolio scoreboard. It is not the 3-point note and not the 4-session ritual. Fifteen minutes. Roster only. Use intake goals and this month’s experiments. Renewal is a later conversation.
The Three Columns
| Client | Trend (last 3 scores) | Next move |
|---|---|---|
| A | up / flat / down | session / reshape / complete |
That’s the board. If you add a fourth column, you will not finish in 15.
How to Run It
Open the roster. Mark trend from scores you already have. Next move is one word plus a date. Then stop. Do not coach the board.
Where Coaches Break
- Opening every file “to remember.” The score is the memory.
- Turning 15 minutes into a Sunday project.
The 3-Minute Action
Build the three-column table. Fill it from last scores only. Circle anyone down twice. Those get a date this week.