BTS Talk: How I use Granola to take better coaching notes

​BTS biz talks are for one member to share a very real, biz building hot take with the community, to share the stories and details behind people’s different biz building practices, and to inspire other coaches and spark new ideas/discussion!

Our objective is that community members get a sense of how other Coaches are running their business Coaches get a chance to own their POV in service of the community🙌

Mark's hot take 🔥:

Granola: your new best friend. How I Use Granola to Take Better Coaching Notes

In this session, I’ll walk through exactly how I use Granola as my everyday note-taker and coaching companion. This isn’t a deep-dive into automation or AI, it’s a practical, hands-on look at how I capture, organize, and get the most out of my coaching sessions using Granola. I’ll share:

• How I structure my Granola notes so I can find what I need fast

• The simple coaching template I built to make every session more useful

• How I use folders to connect sessions and spot patterns

• A sneak peek at how Granola connects with tools like Airtable, Notion, and more, for when you’re ready to automate.

Whether you’re brand-new to Granola or looking to tighten up your workflow, you’ll leave with a clear, repeatable system for turning your meeting notes into better prep, better follow-ups, and better coaching.

*Note: This event will be recorded 📹

Host Notes/Reminders:

• ​​Be sure to record your event and share the recording link after with Kelly and Kaylin so that we can update our Workshop Library

• ​​Include the Community Agreements upfront

• ​​Include Event Feedback Form at the end

• ​​Take a group 📸 and post a recap in #03-events-and-recaps