Business Coach / Mentor: Guide, Track, Support

1. Become a partner
2. Foundation & setup
3. Clients and mentees
4. Create development plan
5. Managing development plans
6. Meetings and consultations
7. Time tracking
8. Billing and invoicing
9. Reporting, evaluation and capacity
10. Publishing, forms and external sharing
How Priority-Zero adapts to your workflow

Practical features for Coaches and Mentors:

  • Set up each client or mentee as a project, with deliverables for sessions, goals, action plans, and follow-ups.
  • Keep notes, agendas, and supporting materials tied directly to each session or milestone.
  • Attach resources, worksheets, and documents securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
  • Plan session schedules, set reminders, and track progress against agreed goals.
  • Log time spent in sessions, compare planned versus actual, and use reports to show progress.
  • Set up video calls or in-person meetings, and keep agendas and notes linked to the right client or mentee.
  • Share action plans, resources, or exercises with clients and mentees through secure unique links.
  • Create custom forms to capture intake details, feedback, or progress reflections directly into projects.

A clear, structured way to guide clients and mentees, keep them on track, and show results.

A Day Coaching or Mentoring with Priority-Zero

  1. Start with the daily plan showing upcoming sessions, follow-ups, and deadlines.
  2. Open a client or mentee project and review deliverables due today, such as a coaching session or progress check.
  3. Bring up notes, previous action plans, and attached resources ready for the session.
  4. Run the session, log time, and capture key outcomes directly in the deliverable.
  5. Share updated action plans, exercises, or feedback with the client or mentee via secure links.
  6. Set reminders for next steps, tasks, or future check-ins.
  7. End the day with reports showing time spent, goals achieved, and areas still in progress.

Frequently asked questions

Can I manage multiple clients and mentees at once?

Yes. Each client or mentee is set up as a project with deliverables for sessions, goals, and action steps. You can see them side by side in one system.

Is client and mentee information secure?

Yes. Notes, documents, and resources are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I track goals and progress over time?

Yes. Deliverables can represent goals, milestones, or action steps. Reports show progress, effort, and trends over time.

Can I share action plans and exercises with clients and mentees?

Yes. You can share secure links with resources, worksheets, or action plans. Clients and mentees don’t need accounts to access them.

Does it help with scheduling and reminders?

Yes. You can set recurring or one-off reminders for sessions, tasks, or follow-ups. They appear in your daily plan and calendar.

Can I collect intake forms or feedback?

Yes. Custom forms allow you to capture client or mentee intake, reflections, or feedback directly into the project.

Does it support both coaching and mentoring styles?

Yes. Whether structured coaching programs or longer-term mentoring relationships, projects and deliverables adapt to both approaches.

Ready to Take Control of Your Work and Life?

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

14 DAY FREE TRIAL / NO CREDIT CARD REQUIRED

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