Session Prep
Why session prep matters
The ICF 2025 Core Competencies include partnering with the client to design goals, actions and accountability measures, Checked 2026-07-09 on the ICF PDF. Prep gives the mentor enough context to do that without wasting the first 15 minutes reconstructing the past.
For marketing mentors, prep should include account data, previous decisions and unfinished work. MentPass generates session-prep briefs from real client data and Fathom-backed session intelligence. Without prep, the first minutes are spent rebuilding memory.
How session prep works in practice
Use a 10-minute prep rhythm: review goal, check metrics, inspect open actions, read last recap and write 3 questions. The point is not to script the session. The point is to arrive informed.
| Prep item | Question |
|---|---|
| Goal | What outcome is this engagement meant to change? |
| Metric | What moved since the last call? |
| Action | What was completed or blocked? |
| Recap | What did we promise to review? |
Common mistakes
- Preparing from memory instead of the client record.
- Reviewing too much data and entering the call unfocused.
- Ignoring unfinished action items.
- Using prep to force an agenda the client no longer needs.
Frequently Asked Questions
How long should session prep take?
For most retained mentoring sessions, 10 to 15 minutes is enough if the client record is organised.
What should I review before a coaching session?
Review the goal, last notes, open action items, relevant metrics and the last value recap.
Should clients do session prep too?
Yes, when useful. A short prompt can ask what changed, what is blocked and what decision they need from the session.
How does session prep affect retention?
Prepared sessions feel sharper and waste less time. They also create better evidence for recaps and renewal reviews.
Related reading
Session Notes
Session notes defined for coaching and mentoring, with practical examples, mistakes to avoid and how they support client proof.
Action Item Tracking
Action item tracking defined for coaches and mentors, with formula, worked example, common mistakes and FAQ.
Value Recap
Value recap definition for mentors and coaches, with structure, worked example, common mistakes and FAQ.
Coaching Dashboard
Coaching dashboard definition, key metrics, worked example, common mistakes and how mentors use dashboards for retention.