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Here's an example of client intelligence across multiple sessions

Client: Tech Founder (pseudonym)
Based on: 6 coaching sessions

Coaching Goals

Build confidence in delegation, establish healthier work-life boundaries, and develop leadership presence with the executive team.

Recurring Themes

Struggles with work-life boundaries and saying "no" to requests that don't align with strategic priorities

Building confidence to delegate high-stakes tasks to senior team members

Tension between maintaining technical involvement and stepping into executive leadership role

Recognition anxiety - feeling undervalued despite company success

Suggested Focus Areas

Setting boundaries with team

Client mentioned being "always available" - explore protective structures and communication norms

Sessions 2, 4, 6

Delegation readiness

Pattern of holding onto tasks - test assumptions about team capability and identify what truly requires founder attention

Sessions 1, 3, 5

Identity transition: founder to CEO

Explore resistance to "letting go" of technical work and what executive leadership means at this stage

Sessions 3, 4, 6

Recognition and validation

Notice pattern of seeking external validation - could explore internal sources of worth and success metrics

Sessions 2, 5

Most Recent Session — October 3, 2025

Session Recap

Client explored the tension between wanting to be seen as a technical leader versus embracing the CEO role. Identified specific fears around "letting go" of code reviews and architecture decisions. Made connection between need for control in technical domain and childhood experiences of not being heard. Committed to delegating one major technical decision to VP of Engineering this week.

Homework

Delegate architecture decision for new payments system to VP of Engineering. Schedule one-on-one to discuss approach but resist urge to override. Journal about what comes up emotionally when stepping back from this decision.